Q4 2024 |
90 |
$246M |
+$77M |
-$75.4M |
+$1.62M |
SGOV, SPLV, SPHQ, BIL, AAPL
|
13F-HR |
1/13/2025, 02:43 PM |
Q3 2024 |
90 |
$247M |
+$45.3M |
-$36.6M |
+$8.73M |
BND, SGOV, SPLV, SPHQ, SHY
|
13F-HR |
10/29/2024, 10:31 AM |
Q2 2024 |
91 |
$226M |
+$88.8M |
-$67.4M |
+$21.5M |
BND, SPHQ, SGOV, SPLV, SHY
|
13F-HR |
7/15/2024, 01:01 PM |
Q1 2024 |
94 |
$203M |
+$52.3M |
-$49.3M |
+$2.93M |
SGOV, SHY, BND, VIG, BIL
|
13F-HR |
4/26/2024, 12:19 PM |
Q4 2023 |
98 |
$194M |
+$66.1M |
-$35.5M |
+$30.6M |
BND, SGOV, BIL, VIG, AAPL
|
13F-HR |
1/8/2024, 09:13 AM |
Q3 2023 |
83 |
$157M |
+$14.2M |
-$24.9M |
-$10.7M |
SGOV, BIL, SHY, VIG, AAPL
|
13F-HR |
10/10/2023, 12:53 PM |
Q2 2023 |
93 |
$173M |
+$15.2M |
-$22.7M |
-$7.54M |
BIL, SGOV, SHY, AAPL, VIG
|
13F-HR |
7/11/2023, 11:58 AM |
Q1 2023 |
105 |
$177M |
+$43.9M |
-$36.3M |
+$7.54M |
BIL, SHY, SGOV, AAPL, VIG
|
13F-HR |
4/17/2023, 07:46 PM |
Q4 2022 |
106 |
$171M |
+$98.4M |
-$4.83M |
+$93.5M |
SHY, BIL, AGG, DIA, VIG
|
13F-HR |
1/10/2023, 04:34 PM |
Q3 2022 |
104 |
$77.3M |
+$8.51M |
-$7.7M |
+$812K |
AAPL, VIG, AMZN, MSFT, QQQ
|
13F-HR |
10/20/2022, 11:36 AM |
Q2 2022 |
111 |
$92.1M |
+$13.5M |
-$9.5M |
+$3.96M |
VIG, AAPL, AMZN, MSFT, GOOGL
|
13F-HR |
7/11/2022, 01:44 PM |
Q1 2022 |
137 |
$122M |
+$6.91M |
-$23M |
-$16.1M |
VIG, AAPL, AMZN, MSFT, GOOGL
|
13F-HR |
4/6/2022, 12:59 PM |
Q4 2021 |
176 |
$169M |
+$14.8M |
-$7.08M |
+$7.68M |
VIG, AAPL, MSFT, AMZN, RSP
|
13F-HR |
1/7/2022, 12:58 PM |
Q3 2021 |
189 |
$162M |
+$21.4M |
-$20.2M |
+$1.18M |
VIG, AAPL, AMZN, MSFT, RSP
|
13F-HR |
10/19/2021, 02:12 PM |
Q2 2021 |
206 |
$165M |
+$25M |
-$10.5M |
+$14.5M |
VIG, AAPL, AMZN, MSFT, RSP
|
13F-HR |
7/15/2021, 06:39 PM |
Q1 2021 |
196 |
$141M |
+$50.8M |
-$17.9M |
+$33M |
VIG, AAPL, AMZN, RSP, MSFT
|
13F-HR |
4/29/2021, 04:20 PM |
Q4 2020 |
149 |
$106M |
+$15.8M |
-$9.25M |
+$6.58M |
VIG, AAPL, AMZN, IVV, MSFT
|
13F-HR |
1/14/2021, 10:18 AM |
Q3 2020 |
138 |
$96M |
+$11.8M |
-$8.09M |
+$3.67M |
VIG, AAPL, SH, AMZN, QQQ
|
13F-HR |
10/14/2020, 05:59 PM |
Q2 2020 |
123 |
$98.5M |
+$26.7M |
-$14.5M |
+$12.2M |
SPY, VIG, AAPL, SH, MSFT
|
13F-HR |
7/17/2020, 08:22 PM |
Q1 2020 |
114 |
$83.6M |
+$12.3M |
-$6.14M |
+$6.14M |
VIG, AAPL, INTC, USMV, IVV
|
13F-HR |
5/1/2020, 06:47 PM |
Q4 2019 |
146 |
$150M |
|
|
|
BSJL, BSJM, VIG, IVV, JPST
|
Restatement |
3/25/2020, 08:00 PM |