Q1 2024 |
413 |
$270M |
+$26.6M |
-$24M |
+$2.66M |
QQQ, VTV, AAPL, VOO, VUG, MSFT |
13F-HR |
4/29/2024, 01:11 PM |
Q4 2023 |
438 |
$250M |
+$38.6M |
-$22.6M |
+$15.9M |
VTV, AAPL, VOO, VUG, MSFT, DVY |
13F-HR |
2/7/2024, 07:19 PM |
Q3 2023 |
140 |
$215M |
+$4.34M |
-$5.77M |
-$1.43M |
QQQ, VTV, AAPL, VUG, VOO, MSFT |
13F-HR |
10/24/2023, 12:14 PM |
Q2 2023 |
145 |
$225M |
+$4.98M |
-$5.98M |
-$997K |
QQQ, AAPL, VTV, VUG, VOO, MSFT |
13F-HR |
7/13/2023, 11:12 AM |
Q1 2023 |
144 |
$213M |
+$4.69M |
-$6.48M |
-$1.8M |
QQQ, VTV, AAPL, DVY, VOO, VUG |
13F-HR |
4/18/2023, 03:27 PM |
Q4 2022 |
143 |
$205M |
+$2.14M |
-$9.97M |
-$7.82M |
VTV, QQQ, AAPL, DVY, VOO, VUG |
13F-HR |
1/19/2023, 02:35 PM |
Q3 2022 |
142 |
$199M |
+$4.82M |
-$8.2M |
-$3.38M |
VTV, QQQ, AAPL, DVY, VOO, VUG |
13F-HR |
10/25/2022, 08:37 AM |
Q2 2022 |
147 |
$218M |
+$16.3M |
-$7.54M |
+$8.78M |
VTV, QQQ, DVY, AAPL, VOO, VUG |
13F-HR |
7/18/2022, 12:57 PM |
Q1 2022 |
161 |
$254M |
+$9.98M |
-$9.31M |
+$674K |
QQQ, VTV, AAPL, VOO, DVY, VUG |
13F-HR |
4/20/2022, 09:32 AM |
Q4 2021 |
165 |
$271M |
+$14.7M |
-$6.51M |
+$8.16M |
QQQ, VTV, AAPL, VOO, MSFT, VUG |
13F-HR |
1/20/2022, 04:07 PM |
Q3 2021 |
163 |
$245M |
+$11.6M |
-$3.95M |
+$7.7M |
QQQ, VTV, AAPL, VOO, VOT, VUG |
13F-HR |
10/14/2021, 10:25 AM |
Q2 2021 |
162 |
$239M |
+$8.33M |
-$14.1M |
-$5.73M |
QQQ, VTV, AAPL, VOO, VOT, MSFT |
13F-HR |
7/19/2021, 04:17 PM |
Q1 2021 |
158 |
$234M |
+$22.5M |
-$6.05M |
+$16.4M |
QQQ, VTV, AAPL, VOO, VOT, VOE |
13F-HR |
4/20/2021, 10:38 AM |
Q4 2020 |
140 |
$207M |
+$18.5M |
-$6.35M |
+$12.1M |
QQQ, VTV, AAPL, VOO, VOT, VUG |
13F-HR |
1/19/2021, 11:15 AM |
Q3 2020 |
124 |
$179M |
+$10.9M |
-$9.48M |
+$1.44M |
QQQ, VTV, AAPL, VOO, VUG, DHR |
13F-HR |
10/13/2020, 02:25 PM |
Q2 2020 |
126 |
$169M |
+$12.3M |
-$7.75M |
+$4.58M |
QQQ, VOO, VTV, AAPL, DVY, VUG |
13F-HR |
7/13/2020, 05:51 PM |
Q1 2020 |
111 |
$140M |
+$8.8M |
-$3.78M |
+$5.02M |
QQQ, VOO, VTV, DVY, VUG, AAPL |
13F-HR |
4/13/2020, 10:19 AM |
Q4 2019 |
130 |
$174M |
+$6.5M |
-$3.62M |
+$2.88M |
QQQ, DVY, VTV, VOO, VUG, SPY |
13F-HR |
1/13/2020, 09:03 AM |
Q3 2019 |
123 |
$159M |
+$3.58M |
-$14.4M |
-$10.9M |
QQQ, DVY, VTV, VOO, SPY, VUG |
13F-HR |
10/11/2019, 04:17 PM |
Q2 2019 |
122 |
$169M |
+$10M |
-$5.57M |
+$4.47M |
QQQ, VTV, DVY, VOO, SPY, VUG |
13F-HR |
7/9/2019, 02:08 PM |
Q1 2019 |
115 |
$162M |
+$9.34M |
-$6.25M |
+$3.1M |
QQQ, VTV, DVY, VOO, SPY, IWF |
13F-HR |
4/11/2019, 12:16 PM |
Q4 2018 |
117 |
$143M |
+$11.3M |
-$3.79M |
+$7.55M |
QQQ, DVY, SPY, VOO, VTV, IWF |
13F-HR |
1/15/2019, 11:54 AM |
Q3 2018 |
120 |
$160M |
+$8.29M |
-$7.41M |
+$879K |
QQQ, SPY, VOO, IWF, DVY, VOT |
13F-HR |
10/15/2018, 11:17 AM |
Q2 2018 |
112 |
$151M |
+$14.8M |
-$7.79M |
+$6.98M |
QQQ, SPY, IWF, VOO, DVY, VOT |
13F-HR |
7/12/2018, 09:01 AM |
Q1 2018 |
109 |
$152M |
+$5.09M |
-$1.49M |
+$3.6M |
QQQXXXX, VGK, SPY, IWF, VOO, DVY |
13F-HR |
4/18/2018, 02:40 PM |
Q4 2017 |
109 |
$153M |
+$7.31M |
-$4.68M |
+$2.64M |
QQQXXXX, SPY, VGK, IWF, DVY, VOO |
13F-HR |
1/16/2018, 08:45 AM |
Q3 2017 |
108 |
$149M |
+$9.54M |
-$9.41M |
+$131K |
QQQXXXX, SPY, IWF, VGK, DVY, IWD |
13F-HR |
10/17/2017, 10:35 AM |
Q2 2017 |
108 |
$148M |
+$7.8M |
-$2.88M |
+$4.92M |
SPY, QQQXXXX, IWF, IWD, DVY, EFA |
13F-HR |
7/13/2017, 10:57 AM |
Q1 2017 |
110 |
$143M |
+$10.6M |
-$4.83M |
+$5.78M |
SPY, IWF, QQQXXXX, IWD, DVY, FUNC |
13F-HR |
4/18/2017, 11:42 AM |
Q4 2016 |
106 |
$133M |
+$11.1M |
-$3.29M |
+$7.81M |
SPY, IWF, IWD, QQQXXXX, DVY, VOO |
13F-HR |
1/17/2017, 11:24 AM |
Q3 2016 |
98 |
$121M |
+$5.3M |
-$1.06M |
+$4.25M |
SPY, IWF, IWD, QQQXXXX, DVY, IYW |
13F-HR |
10/11/2016, 02:58 PM |
Q2 2016 |
92 |
$115M |
+$6.11M |
-$1.51M |
+$4.6M |
SPY, IWF, IWD, QQQXXXX, DVY, BMY |
13F-HR |
7/13/2016, 09:55 AM |
Q1 2016 |
89 |
$109M |
+$5.62M |
-$5.04M |
+$586K |
SPY, IWF, QQQXXXX, IWD, DVY, BMY |
13F-HR |
4/11/2016, 05:29 PM |
Q4 2015 |
91 |
$111M |
+$4.83M |
-$1.34M |
+$3.49M |
SPY, IWF, QQQXXXX, IWD, BMY, FUNC |
13F-HR |
1/27/2016, 08:30 AM |
Q3 2015 |
93 |
$103M |
+$5.13M |
-$2.28M |
+$2.85M |
SPY, IWF, QQQXXXX, IWD, BMY, IYW |
13F-HR |
10/28/2015, 09:29 AM |
Q2 2015 |
92 |
$110M |
+$3.8M |
-$2.75M |
+$1.04M |
SPY, IWF, QQQXXXX, IWD, BMY, IYW |
13F-HR |
8/3/2015, 10:13 AM |
Q1 2015 |
89 |
$110M |
+$7.24M |
-$1.2M |
+$6.04M |
SPY, IWF, QQQXXXX, IWD, BMY, LOW |
13F-HR |
4/24/2015, 11:16 AM |
Q4 2014 |
81 |
$104M |
+$4.53M |
-$1.59M |
+$2.94M |
SPY, IWF, QQQXXXX, IWD, BMY, LOW |
13F-HR |
1/21/2015, 08:34 AM |
Q3 2014 |
83 |
$97.9M |
+$4.99M |
-$1.26M |
+$3.73M |
SPY, IWF, QQQXXXX, IWD, BMY, IYW |
13F-HR |
10/21/2014, 09:31 AM |
Q2 2014 |
83 |
$96M |
+$4.78M |
-$3.21M |
+$1.58M |
SPY, IWF, QQQXXXX, IWD, FUNC, DHR |
13F-HR |
7/22/2014, 10:02 AM |
Q1 2014 |
83 |
$92.8M |
+$7.14M |
-$3.91M |
+$3.22M |
SPY, IWF, QQQXXXX, BMY, IWD, DHR |
13F-HR |
4/28/2014, 09:49 AM |
Q4 2013 |
78 |
$90.3M |
|
|
|
SPY, IWF, QQQXXXX, BMY, XOM, DHR |
13F-HR |
1/30/2014, 05:24 PM |