| Q1 2024 |
6 |
$212M |
$0 |
$0 |
|
SPY, VYM, HDV, PRU, HCAT, LMDWF |
13F-HR |
5/3/2024, 04:27 PM |
| Q4 2023 |
5 |
$193M |
+$30.1M |
-$36.2M |
-$6.12M |
SPY, VYM, HDV, HCAT, PRU |
13F-HR |
2/9/2024, 05:14 PM |
| Q3 2023 |
8 |
$186M |
$0 |
$0 |
|
SPY, HDV, VYM, XLP, XLE, HCAT |
13F-HR |
11/3/2023, 04:24 PM |
| Q2 2023 |
8 |
$191M |
+$38.1M |
-$17.1M |
+$20.9M |
SPY, HDV, VYM, XLP, XLE, HCAT |
13F-HR |
8/4/2023, 04:24 PM |
| Q1 2023 |
9 |
$168M |
+$94M |
-$15M |
+$78.9M |
SPY, HDV, VYM, XLP, XLE, LMDXW |
13F-HR |
5/5/2023, 04:06 PM |
| Q4 2022 |
6 |
$116M |
|
|
|
HDV, VYM, SCHD, LMDXW, HCAT, PRU |
13F-HR |
2/10/2023, 03:19 PM |
| Q3 2022 |
7 |
$104M |
+$1.15M |
|
+$1.15M |
HDV, VYM, SCHD, LMDXW, MP, HCAT |
13F-HR |
11/10/2022, 03:12 PM |
| Q2 2022 |
6 |
$121M |
|
-$912K |
-$912K |
HDV, VYM, SCHD, LMDXW, HCAT, PRU |
13F-HR |
8/12/2022, 04:12 PM |
| Q1 2022 |
6 |
$149M |
+$47.8M |
-$258K |
+$47.5M |
HDV, LMDXW, VYM, SCHD, HCAT, PRU |
13F-HR |
5/13/2022, 03:10 PM |
| Q4 2021 |
4 |
$114M |
|
|
|
HDV, LMDXW, HCAT, PRU |
13F-HR |
5/13/2022, 03:04 PM |