| Q1 2024 |
580 |
$93.9M |
$0 |
$0 |
|
MA, DVY, BRKB, XOM, JNJ, VIG |
13F-HR |
4/29/2024, 01:52 PM |
| Q4 2023 |
558 |
$72.9M |
$0 |
$0 |
|
MA, DVY, JNJ, VIG, VGT, HD |
13F-HR |
1/25/2024, 04:25 PM |
| Q3 2023 |
547 |
$63.4M |
$0 |
$0 |
|
XOM, MA, DVY, BRKB, VIG, VGT |
13F-HR |
11/2/2023, 11:21 AM |
| Q2 2023 |
553 |
$72.3M |
+$4.83M |
-$1.56M |
+$3.27M |
MSFT, DVY, MA, BRKB, PEP, VGT |
13F-HR |
8/1/2023, 02:45 PM |
| Q1 2023 |
610 |
$122M |
+$6.39M |
-$2.07M |
+$4.32M |
AAPL, SCHD, QQQ, MSFT, XOM, DVY |
13F-HR |
4/27/2023, 10:56 AM |
| Q4 2022 |
610 |
$114M |
+$5.65M |
-$3.61M |
+$2.04M |
SCHD, AAPL, QQQ, MSFT, XOM, JNJ |
13F-HR |
1/25/2023, 02:36 PM |
| Q3 2022 |
615 |
$103M |
+$4.56M |
-$2.61M |
+$1.96M |
AAPL, SCHD, QQQ, MSFT, XOM, AMZN |
13F-HR |
10/20/2022, 08:51 AM |
| Q2 2022 |
592 |
$109M |
+$5.18M |
-$1.34M |
+$3.84M |
AAPL, SCHD, QQQ, MSFT, XOM, JNJ |
13F-HR |
8/3/2022, 11:53 AM |
| Q1 2022 |
580 |
$126M |
|
|
|
AAPL, SCHD, QQQ, MSFT, AMZN, XOM |
13F-HR |
5/5/2022, 03:40 PM |