Q4 2024 |
101 |
$312M |
+$33M |
-$11.8M |
+$21.2M |
SPY, SCHB, FNDF, SPHD, SPYG
|
13F-HR |
1/21/2025, 08:23 AM |
Q3 2024 |
102 |
$307M |
+$27.8M |
-$36.8M |
-$9.05M |
SPY, SCHB, SPHD, FNDF, TIP
|
13F-HR |
11/8/2024, 08:44 PM |
Q2 2024 |
108 |
$297M |
+$16.5M |
-$6.81M |
+$9.67M |
SPY, SCHB, FNDF, SPHD, TIP
|
13F-HR |
7/18/2024, 11:03 AM |
Q1 2024 |
103 |
$290M |
+$21.4M |
-$16.2M |
+$5.16M |
SPY, SCHB, FNDF, SPHD, TIP
|
13F-HR |
4/10/2024, 09:11 PM |
Q4 2023 |
97 |
$263M |
+$18.1M |
-$16.3M |
+$1.8M |
SPY, SCHB, FNDF, SPHD, TIP
|
13F-HR |
1/9/2024, 05:47 PM |
Q3 2023 |
115 |
$245M |
+$22.7M |
-$19.6M |
+$3.07M |
SPY, SCHB, FNDF, SPHD, XOM
|
13F-HR |
11/13/2023, 05:53 PM |
Q2 2023 |
108 |
$247M |
+$24.9M |
-$547K |
+$24.4M |
SPY, SCHB, SPHD, FNDF, SPYV
|
13F-HR |
7/28/2023, 12:36 PM |
Q1 2023 |
97 |
$222M |
+$16.4M |
-$730K |
+$15.7M |
SPY, SCHB, FNDF, FTSM, TIP
|
13F-HR |
5/11/2023, 07:08 PM |
Q4 2022 |
112 |
$228M |
+$206M |
-$19.1M |
+$186M |
SPY, SCHB, SPHD, FTSM, FNDF
|
13F-HR |
1/30/2023, 05:20 PM |
Q3 2022 |
139 |
$273M |
+$252M |
-$44.1M |
+$208M |
VONE, VTV, VOO, SPHQ, IEFA
|
13F-HR |
11/3/2022, 05:42 PM |
Q2 2022 |
106 |
$213M |
+$19.3M |
-$1.88M |
+$17.4M |
SPY, SCHB, SPHD, FTSM, FNDF
|
13F-HR |
8/1/2022, 07:22 PM |
Q1 2022 |
122 |
$238M |
+$31.3M |
-$5.34M |
+$26M |
SPY, SCHB, SPHD, FTSM, FNDF
|
13F-HR |
4/20/2022, 12:32 PM |
Q4 2021 |
114 |
$234M |
+$12.4M |
-$1.63M |
+$10.7M |
SPY, SCHB, SPHD, FTSM, FNDF
|
13F-HR |
1/11/2022, 08:59 PM |
Q3 2021 |
113 |
$215M |
+$14.9M |
-$7.96M |
+$6.99M |
SPY, SCHB, SPHD, FTSM, AGG
|
13F-HR |
10/12/2021, 12:37 PM |
Q2 2021 |
110 |
$210M |
+$24.4M |
-$10.3M |
+$14.1M |
SPY, SPHD, SCHB, FTSM, AGG
|
13F-HR |
8/13/2021, 03:19 PM |
Q1 2021 |
105 |
$187M |
+$28.4M |
-$15.2M |
+$13.2M |
SPY, SCHB, FTSM, SPHD, AGG
|
13F-HR |
4/14/2021, 01:20 PM |
Q4 2020 |
94 |
$164M |
+$28.9M |
-$14.2M |
+$14.7M |
AGG, SPY, SCHB, FTSM, KO
|
13F-HR |
2/2/2021, 07:20 PM |
Q3 2020 |
89 |
$148M |
+$13.7M |
-$2.65M |
+$11.1M |
AGG, SPY, SPYG, SCHB, RIO
|
13F-HR |
11/12/2020, 10:14 AM |
Q2 2020 |
86 |
$137M |
+$37.4M |
-$3.04M |
+$34.3M |
AGG, SPY, SPYG, MSFT, SCHB
|
13F-HR |
7/30/2020, 07:59 PM |
Q1 2020 |
80 |
$99.7M |
+$5.82M |
-$4.67M |
+$1.16M |
SPY, JNK, MSFT, PG, SCHB
|
13F-HR |
4/14/2020, 11:15 AM |
Q4 2019 |
92 |
$130M |
+$7.62M |
-$2.96M |
+$4.67M |
SPYG, SPY, JNK, MTUM, SCHB
|
13F-HR |
1/30/2020, 11:35 AM |
Q3 2019 |
87 |
$124M |
+$9.19M |
-$1.29M |
+$7.9M |
SPYG, SPY, MSFT, PG, JNK
|
13F-HR |
10/25/2019, 12:53 PM |
Q2 2019 |
91 |
$120M |
|
|
|
SPYG, SPY, MSFT, RIO, MTUM
|
13F-HR |
8/5/2019, 02:47 PM |