Q2 2025 |
55 |
$47.6M |
+$7.21M |
-$10.1M |
-$2.85M |
SCHX, SPY, SCHP, SCHZ, BCD
|
13F-HR |
7/24/2025, 03:51 PM |
Q1 2025 |
52 |
$47.3M |
+$3.73M |
-$1.18M |
+$2.55M |
SPY, SCHX, SCHZ, BCD, SCMB
|
13F-HR |
5/14/2025, 10:27 AM |
Q4 2024 |
53 |
$45.7M |
+$11.8M |
-$5.23M |
+$6.53M |
SPY, SCHX, SCHZ, BCD, SCMB
|
13F-HR |
1/23/2025, 10:48 AM |
Q3 2024 |
48 |
$44.9M |
+$12.2M |
-$1.35M |
+$10.9M |
SPY, SCHZ, SCHX, DFAU, SCMB
|
13F-HR |
10/15/2024, 11:01 AM |
Q2 2024 |
43 |
$32.9M |
+$6.48M |
-$8.38M |
-$1.9M |
SCHX, DFAU, SCHZ, SPY, SCMB
|
13F-HR |
7/11/2024, 02:51 PM |
Q1 2024 |
45 |
$34.9M |
+$6.9M |
-$3.32M |
+$3.58M |
DFAC, SCHX, SCHZ, DFAU, SCMB
|
13F-HR |
4/10/2024, 01:52 PM |
Q4 2023 |
43 |
$29.4M |
$0 |
$0 |
|
DFAC, SCHX, SCHZ, DFAU, IDEV
|
13F-HR |
3/15/2024, 10:52 AM |