Q2 2025 |
115 |
$428M |
+$83.4M |
-$69.4M |
+$14M |
SPLG, VOO, JCPB, SCHF, FBND
|
13F-HR |
7/22/2025, 01:20 PM |
Q1 2025 |
103 |
$388M |
+$54.6M |
-$50.5M |
+$4.12M |
VOO, SPLG, JCPB, VONE, FBND
|
13F-HR |
5/9/2025, 10:29 AM |
Q4 2024 |
94 |
$392M |
+$44.8M |
-$23.9M |
+$20.8M |
VOO, SPLG, VONE, JCPB, BSCP
|
13F-HR |
1/29/2025, 05:25 PM |
Q3 2024 |
89 |
$392M |
+$39.3M |
-$31.4M |
+$7.96M |
VOO, SPLG, BSCQ, VONE, JCPB
|
13F-HR |
10/21/2024, 11:54 AM |
Q2 2024 |
79 |
$365M |
+$78.1M |
-$68.7M |
+$9.35M |
VOO, SPLG, BSCQ, VONE, JCPB
|
13F-HR |
7/19/2024, 10:32 AM |
Q1 2024 |
84 |
$353M |
+$95.7M |
-$98.9M |
-$3.17M |
VOO, SPLG, BSCP, VONE, BSCQ
|
13F-HR |
5/14/2024, 02:12 PM |
Q4 2023 |
95 |
$348M |
+$108M |
-$102M |
+$6.19M |
VOO, BSCQ, BUFR, QUAL, JCPB
|
Restatement |
2/13/2024, 04:08 PM |
Q3 2023 |
97 |
$323M |
|
|
|
VOO, BSCQ, IUSB, BSCO, USFR
|
13F-HR |
11/13/2023, 11:15 AM |