| Q2 2024 |
68 |
$339M |
+$241M |
-$191M |
+$50.8M |
IVV, SGOV, AGG, AAPL, VNLA
|
13F-HR |
8/14/2024, 06:05 PM |
| Q1 2024 |
78 |
$291M |
+$201M |
-$189M |
+$12.4M |
VNLA, SGOV, PULS, CAT, WM
|
13F-HR |
5/3/2024, 02:08 PM |
| Q4 2023 |
62 |
$270M |
+$41.4M |
-$36.8M |
+$4.54M |
IVV, AAPL, SGOV, AGG, VNLA
|
13F-HR |
1/23/2024, 11:40 AM |
| Q3 2023 |
399 |
$249M |
+$81.2M |
-$60.7M |
+$20.6M |
IVV, AAPL, AMZN, STIP, AGG
|
13F-HR |
11/6/2023, 03:43 PM |
| Q2 2023 |
275 |
$230M |
+$36.3M |
-$15.9M |
+$20.4M |
SGOV, AAPL, AMZN, MCHP, WM
|
13F-HR |
11/6/2023, 03:38 PM |
| Q1 2023 |
197 |
$205M |
|
|
|
SGOV, AAPL, AMZN, MSFT, WM
|
13F-HR |
11/6/2023, 03:29 PM |
| Q3 2022 |
36 |
$137M |
|
|
|
IVV, STIP, AMZN, AGG, SGOV
|
13F-HR |
10/30/2023, 01:15 PM |