| Q2 2024 |
59 |
$152M |
+$7.29M |
-$5.91M |
+$1.38M |
USFR, USMV, JEPI, IVV, FTSM
|
13F-HR |
7/19/2024, 07:34 PM |
| Q1 2024 |
62 |
$150M |
+$42.2M |
-$20.4M |
+$21.8M |
USFR, USMV, JEPI, FTSM, IVV
|
13F-HR |
4/22/2024, 09:47 AM |
| Q4 2023 |
60 |
$120M |
+$15.3M |
-$24.2M |
-$8.86M |
USMV, FTSM, JEPI, GLD, ACWX
|
13F-HR |
1/29/2024, 08:35 AM |
| Q3 2023 |
60 |
$122M |
+$18.5M |
-$3.6M |
+$14.9M |
FTSM, USMV, JEPI, GLD, GVI
|
13F-HR |
10/16/2023, 09:36 AM |
| Q2 2023 |
60 |
$127M |
+$27M |
-$15.1M |
+$11.9M |
USMV, FTSM, IBTD, JEPI, GLD
|
13F-HR |
7/20/2023, 02:09 PM |
| Q1 2023 |
73 |
$125M |
+$20.7M |
-$13M |
+$7.65M |
USMV, FTSM, IBTD, MTUM, VFVA
|
13F-HR |
4/21/2023, 01:27 PM |
| Q4 2022 |
74 |
$122M |
+$18M |
-$8.31M |
+$9.73M |
USMV, IBTD, GSST, MTUM, VFVA
|
13F-HR |
1/25/2023, 10:16 AM |
| Q3 2022 |
47 |
$109M |
+$24.7M |
-$7.78M |
+$16.9M |
USMV, IBTD, GSST, MTUM, VFVA
|
13F-HR |
11/14/2022, 08:08 AM |
| Q2 2022 |
52 |
$100M |
+$4.77M |
-$3.26M |
+$1.51M |
USMV, GSST, ACWI, MTUM, STIP
|
13F-HR |
8/11/2022, 11:54 AM |
| Q1 2022 |
59 |
$125M |
+$2.56M |
-$20.7M |
-$18.1M |
USMV, GSST, MTUM, ACWI, PHDG
|
13F-HR |
5/11/2022, 04:04 PM |
| Q4 2021 |
63 |
$149M |
+$145M |
-$25.1M |
+$120M |
USMV, MTUM, GSST, ACWI, PHDG
|
13F-HR |
2/14/2022, 11:00 AM |
| Q3 2021 |
98 |
$145M |
+$143M |
-$131M |
+$12.5M |
MPWR, AAPL, MANH, ADBE, PYPL
|
13F-HR |
11/12/2021, 12:12 PM |
| Q2 2021 |
49 |
$133M |
+$21.5M |
-$3.42M |
+$18M |
USMV, FTSM, MTUM, ACWI, STIP
|
13F-HR |
8/12/2021, 05:42 PM |
| Q1 2021 |
24 |
$110M |
+$25.2M |
-$19M |
+$6.29M |
USMV, FTSM, MTUM, ACWI, STIP
|
13F-HR |
5/17/2021, 07:48 AM |
| Q4 2020 |
21 |
$104M |
|
|
|
USMV, MTUM, FTSM, ACWI, GVI
|
13F-HR |
2/12/2021, 02:54 PM |