Q1 2025 |
48 |
$234M |
+$36.2M |
-$24.4M |
+$11.8M |
IVV, IUSB, QUAL, IVW, DYNF
|
13F-HR |
4/14/2025, 08:28 AM |
Q4 2024 |
45 |
$225M |
+$10.4M |
-$9.07M |
+$1.32M |
IVV, IUSB, IVW, QUAL, DYNF
|
13F-HR |
1/21/2025, 08:38 AM |
Q3 2024 |
46 |
$228M |
+$17.1M |
-$16.2M |
+$918K |
IVV, IUSB, IVW, QUAL, DYNF
|
13F-HR |
10/17/2024, 09:25 AM |
Q2 2024 |
45 |
$217M |
+$22.3M |
-$13.2M |
+$9.09M |
IVV, IUSB, IVW, QUAL, DYNF
|
Restatement |
8/7/2024, 02:31 PM |
Q1 2024 |
43 |
$204M |
+$43.3M |
-$41.7M |
+$1.59M |
IVV, IUSB, QUAL, DYNF, IVW
|
13F-HR |
4/11/2024, 11:02 AM |
Q4 2023 |
42 |
$190M |
+$27.1M |
-$22.6M |
+$4.57M |
IVV, IUSB, QUAL, EFV, EFG
|
13F-HR |
1/26/2024, 10:47 AM |
Q3 2023 |
43 |
$171M |
+$33.4M |
-$27.5M |
+$5.86M |
IVV, IUSB, QUAL, EFV, EFG
|
13F-HR |
10/16/2023, 08:37 AM |
Q2 2023 |
39 |
$178M |
+$6.52M |
-$4.05M |
+$2.47M |
IVV, IUSB, QUAL, EFG, VMBS
|
13F-HR |
7/12/2023, 09:17 AM |
Q1 2023 |
42 |
$170M |
+$38.5M |
-$23.5M |
+$15.1M |
IVV, IUSB, QUAL, EFG, VMBS
|
13F-HR |
4/12/2023, 02:49 PM |
Q4 2022 |
48 |
$157M |
+$24.9M |
-$15.5M |
+$9.47M |
IVV, IUSB, ESGU, EFV, EFG
|
13F-HR |
1/25/2023, 07:17 AM |
Q3 2022 |
48 |
$141M |
+$30.7M |
-$25.2M |
+$5.53M |
IVV, IUSB, GOVT, ESGU, EFG
|
13F-HR |
10/17/2022, 08:27 AM |
Q2 2022 |
44 |
$151M |
+$23.9M |
-$22.4M |
+$1.53M |
IVV, ESGU, IUSB, EFV, GOVT
|
13F-HR |
7/22/2022, 06:39 PM |
Q1 2022 |
34 |
$172M |
+$25.4M |
-$17.7M |
+$7.69M |
IVV, ESGU, IUSB, EFV, GOVT
|
13F-HR |
5/3/2022, 09:14 PM |
Q4 2021 |
31 |
$176M |
+$16.9M |
-$7.96M |
+$8.93M |
ESGU, IVV, IUSB, EFG, EFV
|
13F-HR |
1/24/2022, 11:14 AM |
Q3 2021 |
28 |
$161M |
+$21.1M |
-$17.6M |
+$3.47M |
ESGU, IVV, EFG, IUSB, EFV
|
13F-HR |
10/18/2021, 03:18 PM |
Q2 2021 |
31 |
$163M |
+$12.2M |
-$9.31M |
+$2.93M |
IVV, ESGU, GOVT, EFV, IUSB
|
13F-HR |
7/16/2021, 04:51 PM |
Q1 2021 |
28 |
$152M |
+$39.2M |
-$37M |
+$2.24M |
IVV, ESGU, GOVT, EFV, IUSB
|
13F-HR |
4/19/2021, 01:31 PM |
Q4 2020 |
26 |
$146M |
+$16.8M |
-$9.58M |
+$7.24M |
IVV, ESGU, EFG, LQD, ESGE
|
13F-HR |
1/19/2021, 02:49 PM |
Q3 2020 |
27 |
$132M |
+$5.69M |
-$4.39M |
+$1.3M |
IVV, ESGU, EFG, LQD, GOVT
|
13F-HR |
10/19/2020, 11:40 AM |
Q2 2020 |
24 |
$124M |
|
|
|
IVV, ESGU, EFG, LQD, GOVT
|
13F-HR |
9/29/2020, 10:02 AM |