Q1 2025 |
10 |
$101M |
+$21M |
-$17.3M |
+$3.66M |
ESGV, QQQ, IJH, VCSH, IWM
|
13F-HR |
4/10/2025, 02:54 PM |
Q4 2024 |
10 |
$105M |
+$76.2K |
-$10.5M |
-$10.5M |
ESGV, QQQ, IWM, IJH, XLI
|
13F-HR |
1/15/2025, 04:56 PM |
Q3 2024 |
10 |
$113M |
+$2.91M |
-$198K |
+$2.71M |
ESGV, QQQ, IWM, IJH, XLI
|
13F-HR |
10/24/2024, 04:11 PM |
Q2 2024 |
10 |
$104M |
+$7.8M |
-$10.5M |
-$2.69M |
ESGV, QQQ, IWM, IJH, XLI
|
13F-HR |
7/16/2024, 02:06 PM |
Q1 2024 |
10 |
$105M |
+$17M |
-$4.67M |
+$12.3M |
ESGV, QQQ, IWM, IJH, VSGX
|
13F-HR |
4/19/2024, 10:36 AM |
Q4 2023 |
10 |
$96.5M |
+$7.22M |
-$5.02M |
+$2.2M |
ESGV, QQQ, VSGX, IWM, IJH
|
13F-HR |
1/9/2024, 04:37 PM |
Q3 2023 |
9 |
$83.8M |
+$80.5K |
-$557K |
-$476K |
ESGV, QQQ, IWM, IJH, VSGX
|
13F-HR |
10/10/2023, 04:19 PM |
Q2 2023 |
9 |
$88.1M |
+$13.6M |
-$31.2K |
+$13.6M |
ESGV, QQQ, IWM, IJH, VSGX
|
13F-HR |
7/13/2023, 04:13 PM |
Q1 2023 |
9 |
$74.8M |
+$3.55M |
-$4.2M |
-$649K |
ESGV, IJH, IWM, VSGX, QQQ
|
13F-HR |
4/6/2023, 03:09 PM |
Q4 2022 |
9 |
$70.3M |
+$2.17M |
-$608K |
+$1.57M |
ESGV, IJH, VSGX, XLI, IWM
|
13F-HR |
1/17/2023, 11:17 AM |
Q3 2022 |
13 |
$68.9M |
+$7.92M |
-$7.98M |
-$59.8K |
ESGV, IJH, IWM, VSGX, QQQ
|
13F-HR |
10/12/2022, 12:00 PM |
Q2 2022 |
12 |
$73.6M |
+$2.53M |
-$18.1M |
-$15.5M |
ESGV, VSGX, IJH, IWM, XLI
|
13F-HR |
7/11/2022, 04:58 PM |
Q1 2022 |
14 |
$108M |
+$5.39M |
-$2.2M |
+$3.18M |
VSGX, ESGV, IWM, IJH, XLI
|
13F-HR |
4/18/2022, 04:55 PM |
Q4 2021 |
15 |
$117M |
+$1.53M |
-$1.94M |
-$401K |
VSGX, ESGV, IJH, IWM, XLI
|
13F-HR |
1/13/2022, 10:39 AM |
Q3 2021 |
16 |
$113M |
+$810K |
-$639K |
+$172K |
VSGX, ESGV, IJH, IWM, XLI
|
13F-HR |
10/8/2021, 02:12 PM |
Q2 2021 |
16 |
$116M |
+$1.83M |
-$1.49M |
+$340K |
VSGX, ESGV, IJH, IWM, XLI
|
13F-HR |
7/14/2021, 03:38 PM |
Q1 2021 |
14 |
$111M |
+$10.8M |
-$10.9M |
-$168K |
VSGX, IJH, ESGV, IWM, XLI
|
13F-HR |
5/12/2021, 12:45 PM |
Q4 2020 |
14 |
$106M |
|
|
|
VSGX, IJH, QQQ, ESGV, XLI
|
13F-HR |
5/5/2021, 02:26 PM |