| Q3 2025 |
75 |
$469,272,939 |
+$53,729,837 |
-$27,337,279 |
+$26,392,558 |
IVV, SPY, SHY, QUAL, IHF
|
13F-HR |
12 Nov 2025, 14:14 |
| Q2 2025 |
67 |
$413,328,773 |
+$6,061,545 |
-$41,544,314 |
-$35,482,769 |
IVV, SPY, SHY, QUAL, XLV
|
13F-HR |
18 Aug 2025, 20:52 |
| Q1 2025 |
67 |
$411,276,481 |
+$18,085,245 |
-$12,450,098 |
+$5,635,147 |
IVV, SHY, SPY, JEPI, XLV
|
13F-HR |
09 May 2025, 11:38 |
| Q4 2024 |
70 |
$425,084,351 |
+$9,489,005 |
-$2,074,760 |
+$7,414,245 |
IVV, SHY, SPY, JEPI, QUAL
|
13F-HR |
14 Feb 2025, 11:56 |
| Q3 2024 |
68 |
$411,075,283 |
+$19,895,646 |
-$20,008,412 |
-$112,766 |
IVV, SHY, SPY, JEPI, VOO
|
13F-HR |
13 Nov 2024, 18:45 |
| Q2 2024 |
75 |
$394,396,410 |
+$13,598,258 |
-$11,265,430 |
+$2,332,828 |
IVV, SHY, SPY, JEPI, VOO
|
13F-HR |
14 Aug 2024, 14:18 |
| Q1 2024 |
75 |
$390,359,156 |
+$69,400,979 |
-$45,036,186 |
+$24,364,793 |
IVV, SHY, SPY, JEPI, XOP
|
Restatement |
20 Aug 2024, 19:17 |
| Q4 2023 |
80 |
$349,879,204 |
+$42,073,467 |
-$30,865,275 |
+$11,208,192 |
IVV, SHY, SPY, JEPI, RSP
|
Restatement |
20 Aug 2024, 19:17 |
| Q3 2023 |
80 |
$389,538,985 |
+$19,485,416 |
-$7,183,790 |
+$12,301,626 |
IVV, SHY, SPY, JEPI, XOP
|
13F-HR |
13 Nov 2023, 15:58 |
| Q2 2023 |
80 |
$388,401,915 |
+$14,611,405 |
-$23,659,514 |
-$9,048,109 |
IVV, SHY, SPY, JEPI, ICLN
|
13F-HR |
03 Aug 2023, 15:33 |
| Q1 2023 |
76 |
$370,377,534 |
+$52,242,814 |
-$16,030,240 |
+$36,212,574 |
IVV, SHY, SPY, JEPI, ICLN
|
13F-HR |
12 May 2023, 16:38 |
| Q4 2022 |
72 |
$323,441,199 |
+$166,209,537 |
-$20,662,803 |
+$145,546,734 |
IVV, SHY, SPY, ICLN, IJH
|
13F-HR |
13 Feb 2023, 15:21 |
| Q3 2022 |
62 |
$174,248,000 |
+$11,005,389 |
-$47,089,454 |
-$36,084,065 |
IVV, ICLN, VOO, SPY, VGSH
|
13F-HR |
07 Nov 2022, 10:14 |
| Q2 2022 |
67 |
$240,711,000 |
+$22,569,009 |
-$12,992,210 |
+$9,576,799 |
IVV, SPY, ICLN, VGSH, VOO
|
13F-HR |
12 Aug 2022, 13:51 |
| Q1 2022 |
86 |
$296,726,000 |
+$51,440,947 |
-$25,738,447 |
+$25,702,500 |
IVV, SPY, ICLN, VOO, VGSH
|
13F-HR |
11 May 2022, 11:41 |
| Q4 2021 |
109 |
$323,953,000 |
+$39,181,300 |
-$20,939,536 |
+$18,241,764 |
IVV, SPY, VOO, ICLN, VGSH
|
13F-HR |
08 Feb 2022, 08:04 |
| Q3 2021 |
107 |
$296,162,000 |
+$25,651,058 |
-$51,166,013 |
-$25,514,955 |
IVV, SPY, VOO, ICLN, VGSH
|
13F-HR |
12 Nov 2021, 14:17 |
| Q2 2021 |
118 |
$327,031,000 |
+$43,174,584 |
-$33,969,184 |
+$9,205,400 |
IVV, SPY, ICLN, VOO, VGSH
|
Restatement |
27 Sep 2021, 15:59 |
| Q1 2021 |
119 |
$298,020,000 |
+$45,486,981 |
-$22,484,078 |
+$23,002,903 |
IVV, SPY, ICLN, VOO, VGSH
|
13F-HR |
07 May 2021, 15:47 |
| Q4 2020 |
106 |
$269,627,269 |
+$29,852,963 |
-$1,277,917 |
+$28,575,046 |
IVV, SPY, ICLN, VOO, GLD
|
13F-HR |
09 Feb 2021, 16:02 |
| Q3 2020 |
105 |
$224,133,000 |
+$23,482,871 |
-$2,552,581 |
+$20,930,290 |
IVV, SPY, VOO, VGSH, GLD
|
13F-HR |
09 Nov 2020, 16:31 |
| Q2 2020 |
93 |
$192,470,000 |
+$17,445,152 |
-$13,308,253 |
+$4,136,899 |
IVV, SPY, VGSH, VOO, GLD
|
13F-HR |
03 Aug 2020, 14:01 |
| Q1 2020 |
82 |
$164,794,000 |
+$26,886,143 |
-$11,165,048 |
+$15,721,095 |
IVV, SPY, VGSH, VOO, GLD
|
13F-HR |
30 Apr 2020, 12:38 |
| Q4 2019 |
90 |
$190,803,000 |
+$15,875,923 |
-$2,269,092 |
+$13,606,831 |
IVV, SPY, VOO, VGSH, IJR
|
Restatement |
30 Apr 2020, 17:24 |
| Q3 2019 |
97 |
$172,635,211 |
+$6,651,242 |
-$9,948,137 |
-$3,296,895 |
IVV, SPY, VGSH, VOO, USMV
|
Restatement |
30 Apr 2020, 16:52 |
| Q2 2019 |
95 |
$178,038,000 |
+$14,969,456 |
-$516,470 |
+$14,452,986 |
IVV, SPY, VOO, VGSH, USMV
|
Restatement |
30 Apr 2020, 16:47 |
| Q1 2019 |
82 |
$167,224,228 |
+$24,672,815 |
-$19,659,768 |
+$5,013,047 |
IVV, SPY, VOO, VGSH, USMV
|
Restatement |
30 Apr 2020, 16:42 |
| Q4 2018 |
88 |
$158,396,000 |
|
|
$0 |
IVV, SPY, VGSH, VOO, USMV
|
Restatement |
30 Apr 2020, 16:36 |