| Q2 2024 |
124 |
$383M |
+$24.3M |
-$19.2M |
+$5.11M |
VTI, IVV, IBTE, IVW, VEU
|
13F-HR |
8/14/2024, 06:24 PM |
| Q1 2024 |
112 |
$379M |
+$196M |
-$139M |
+$56.6M |
VTI, IBTE, IVV, VEU, QUAL
|
13F-HR |
5/15/2024, 10:50 AM |
| Q4 2023 |
154 |
$309M |
+$178M |
-$3.75M |
+$175M |
AAPL, IBTE, QUAL, JPM, IBTF
|
13F-HR |
1/30/2024, 04:31 PM |
| Q3 2023 |
46 |
$127M |
+$51.7M |
-$8.07M |
+$43.6M |
IBTE, AAPL, COP, IBTF, QQQ
|
13F-HR |
10/23/2023, 01:19 PM |
| Q2 2023 |
40 |
$122M |
+$39.3M |
-$4.87M |
+$34.4M |
IBTE, QQQ, SPTL, QUAL, IBHE
|
13F-HR |
7/20/2023, 02:57 PM |
| Q1 2023 |
45 |
$111M |
+$39.7M |
-$36.8M |
+$2.94M |
IBTE, AAPL, COP, IBDP, IBHE
|
Restatement |
5/5/2023, 02:57 PM |
| Q4 2022 |
116 |
$170M |
+$109M |
-$550K |
+$109M |
IBTE, COP, JPM, MRK, MPC
|
13F-HR |
2/13/2023, 09:37 AM |
| Q3 2022 |
77 |
$174M |
|
|
|
VTI, IVV, VEU, AAPL, MPC
|
13F-HR |
11/3/2022, 10:48 AM |
| Q2 2022 |
51 |
$104M |
|
|
|
MBB, USMV, STIP, IAU, FLOT
|
13F-HR |
8/12/2022, 12:23 PM |
| Q1 2022 |
85 |
$199M |
+$59.7M |
-$19.3M |
+$40.4M |
VTI, IVV, AAPL, VEU, COP
|
13F-HR |
8/19/2022, 02:38 PM |
| Q4 2021 |
123 |
$254M |
|
|
|
VTI, VEU, IVV, AAPL, MBB
|
13F-HR |
2/4/2022, 01:54 PM |