Q1 2025 |
95 |
$500M |
+$82.4M |
-$14.9M |
+$67.5M |
JCPB, FBND, BKCI, MOAT, PVAL
|
13F-HR |
4/10/2025, 05:39 PM |
Q4 2024 |
92 |
$445M |
+$68.1M |
-$7M |
+$61.1M |
JCPB, FBND, MOAT, BKCI, IJH
|
13F-HR |
1/14/2025, 08:34 PM |
Q3 2024 |
89 |
$432M |
+$27.2M |
-$9.33M |
+$17.9M |
JCPB, FBND, MOAT, BKCI, IJH
|
13F-HR |
10/8/2024, 05:58 PM |
Q2 2024 |
85 |
$391M |
+$15.8M |
-$3.96M |
+$11.9M |
JCPB, FBND, IJH, BKCI, MOAT
|
13F-HR |
7/12/2024, 02:50 PM |
Q1 2024 |
82 |
$379M |
+$44.3M |
-$2.57M |
+$41.7M |
IJH, JCPB, FBND, MOAT, BKCI
|
13F-HR |
4/15/2024, 09:17 PM |
Q4 2023 |
80 |
$349M |
+$154M |
-$3.24M |
+$151M |
FBND, IJH, JCPB, MOAT, BKCI
|
13F-HR |
1/10/2024, 02:47 PM |
Q3 2023 |
67 |
$178M |
+$5.82M |
-$792K |
+$5.03M |
IJH, IJR, SCHG, SPYV, SCHM
|
13F-HR |
10/10/2023, 08:55 PM |
Q2 2023 |
64 |
$181M |
+$5.26M |
-$1.55M |
+$3.71M |
IJH, IJR, SCHG, SPYV, SCHM
|
13F-HR |
7/13/2023, 09:49 PM |
Q1 2023 |
65 |
$168M |
+$7.57M |
-$4.32M |
+$3.25M |
IJH, IJR, SCHG, SPYV, SCHM
|
13F-HR |
4/11/2023, 03:27 PM |
Q4 2022 |
57 |
$155M |
+$12.9M |
-$2.32M |
+$10.6M |
IJH, IJR, SPYV, SCHG, SCHM
|
13F-HR |
1/19/2023, 08:17 PM |
Q3 2022 |
50 |
$137M |
+$9.72M |
-$380K |
+$9.34M |
IJH, IJR, SCHG, SPYV, SCHM
|
13F-HR |
10/11/2022, 07:56 PM |
Q2 2022 |
51 |
$136M |
+$6.85M |
-$1.22M |
+$5.64M |
IJH, IJR, SCHG, SPYV, SCHM
|
13F-HR |
7/15/2022, 09:53 AM |
Q1 2022 |
54 |
$158M |
+$16.5M |
-$1.19M |
+$15.3M |
IJH, SCHG, IJR, SPYV, SCHM
|
13F-HR |
4/22/2022, 08:06 PM |
Q4 2021 |
55 |
$164M |
+$4.64M |
-$2.28M |
+$2.36M |
IJH, SCHG, IJR, SCHM, SPYV
|
13F-HR |
1/24/2022, 04:48 PM |
Q3 2021 |
50 |
$155M |
+$6.62M |
-$2.02M |
+$4.6M |
IJH, SCHG, IJR, SCHM, SPYV
|
13F-HR |
10/19/2021, 01:55 PM |
Q2 2021 |
45 |
$152M |
+$6.27M |
-$4.81M |
+$1.46M |
IJH, SCHG, IJR, SCHM, SPYV
|
13F-HR |
7/26/2021, 05:15 PM |
Q1 2021 |
52 |
$146M |
+$4.44M |
-$3.44M |
+$997K |
IJH, SCHG, IJR, SCHM, SPYV
|
13F-HR |
4/23/2021, 01:55 PM |
Q4 2020 |
53 |
$134M |
|
|
|
IJH, SCHG, SCHM, IJR, SPYV
|
13F-HR |
1/20/2021, 06:56 PM |