Q1 2024 |
21 |
$10.7M |
+$8.68M |
-$2.06M |
+$6.61M |
VOO, VYM, VXUS, VB, QAI, DYNI |
13F-HR |
5/15/2024, 07:01 PM |
Q3 2023 |
37 |
$3.9M |
+$673K |
-$700K |
-$26.1K |
QAI, GRES, VIG, SPHD, VYMI, FTSL |
13F-HR |
11/14/2023, 07:02 PM |
Q2 2023 |
32 |
$3.96M |
+$28.9K |
|
+$28.9K |
QAI, GRES, QUAL, VIG, IEI, ACWV |
13F-HR |
8/14/2023, 10:16 PM |
Q1 2023 |
31 |
$3.9M |
+$55.6K |
|
+$55.6K |
QAI, GRES, QUAL, VIG, IEI, ACWV |
13F-HR |
5/15/2023, 08:34 PM |
Q4 2022 |
32 |
$3.84M |
+$6.33K |
-$125 |
+$6.2K |
QAI, GRES, QUAL, VIG, IEI, SPHD |
13F-HR |
2/13/2023, 02:29 PM |
Q3 2022 |
32 |
$3.57M |
+$8.51K |
|
+$8.51K |
QAI, GRES, QUAL, VIG, IEI, SPHD |
13F-HR |
11/14/2022, 07:03 PM |
Q2 2022 |
30 |
$2.1M |
+$15.9K |
|
+$15.9K |
GRES, QUAL, VIG, IEI, SPHD, ACWV |
13F-HR |
8/15/2022, 11:31 AM |
Q1 2022 |
30 |
$4.17M |
+$20.3K |
-$13.9K |
+$6.41K |
QAI, GRES, QUAL, VIG, IEI, SPHD |
13F-HR |
5/16/2022, 06:45 PM |
Q4 2021 |
31 |
$4.38M |
+$7.32K |
|
+$7.32K |
QAI, GRES, QUAL, VIG, MUB, IEI |
13F-HR |
2/14/2022, 09:01 AM |
Q3 2021 |
29 |
$4.31M |
+$361K |
-$359K |
+$2.19K |
QAI, GRES, QUAL, MRNA, VIG, MUB |
13F-HR |
11/15/2021, 04:34 PM |
Q1 2021 |
27 |
$4.61M |
+$86.7K |
|
+$86.7K |
QAI, GRES, MUB, QLTA, QUAL, VIG |
13F-HR |
5/17/2021, 12:31 PM |
Q4 2020 |
28 |
$4.08M |
|
|
|
QAI, MUB, QLTA, QUAL, MBB, IEI |
13F-HR |
2/16/2021, 03:29 PM |
Q2 2019 |
23 |
$4.25M |
|
|
|
QAI, GRES, MUB, QLTA, MBB, IEI |
13F-HR |
8/16/2021, 03:52 PM |