Q1 2024 |
296 |
$936M |
+$168M |
-$151M |
+$17.5M |
MSFT, MMSI, AAPL, JPST, SNFCA, IVOO |
13F-HR |
4/29/2024, 12:50 PM |
Q4 2023 |
284 |
$886M |
+$153M |
-$120M |
+$33.3M |
MSFT, SCHD, JPST, AAPL, SNFCA, DON |
13F-HR |
1/26/2024, 12:58 PM |
Q3 2023 |
260 |
$777M |
+$85.3M |
-$135M |
-$49.3M |
JPST, MSFT, SCHD, AAPL, FCTR, DON |
13F-HR |
11/8/2023, 12:54 PM |
Q2 2023 |
259 |
$860M |
+$122M |
-$85.2M |
+$36.5M |
JPST, MSFT, AAPL, SCHD, FCTR, SNFCA |
13F-HR |
8/8/2023, 09:52 PM |
Q1 2023 |
260 |
$786M |
+$128M |
-$79.7M |
+$48.2M |
JPST, FCTR, MSFT, SCHD, AAPL, UAPR |
13F-HR |
5/3/2023, 01:56 PM |
Q4 2022 |
251 |
$760M |
+$167M |
-$87.5M |
+$79.4M |
JPST, FCTR, IJH, SCHD, SNFCA, RC |
13F-HR |
2/9/2023, 10:54 AM |
Q3 2022 |
229 |
$665M |
+$74.9M |
-$24.9M |
+$50M |
FCTR, IJH, JPST, TIP, RC, SNFCA |
13F-HR |
11/14/2022, 12:31 PM |
Q2 2022 |
237 |
$689M |
+$143M |
-$57.7M |
+$85.3M |
FCTR, IJH, JPST, SNFCA, RC, TIP |
13F-HR |
8/11/2022, 03:13 PM |
Q1 2022 |
251 |
$720M |
+$106M |
-$56.1M |
+$49.9M |
IJH, FCTR, JPST, SNFCA, TIP, IVV |
13F-HR |
5/6/2022, 03:50 PM |
Q4 2021 |
265 |
$709M |
+$74.6M |
-$35.2M |
+$39.4M |
FCTR, IJH, JPST, TIP, IVV, SNFCA |
13F-HR |
2/9/2022, 03:22 PM |
Q3 2021 |
242 |
$646M |
+$93M |
-$50.6M |
+$42.4M |
FCTR, IJH, JPST, TIP, IVV, SNFCA |
13F-HR |
11/9/2021, 08:12 AM |
Q2 2021 |
242 |
$631M |
+$95.7M |
-$22.8M |
+$72.9M |
IJH, FCTR, MINT, TIP, SNFCA, IVV |
13F-HR |
8/4/2021, 03:57 PM |
Q1 2021 |
215 |
$548M |
+$81.3M |
-$104M |
-$22.2M |
IJH, FCTR, MINT, TIP, SNFCA, IVV |
13F-HR |
5/11/2021, 04:52 PM |
Q4 2020 |
216 |
$540M |
+$112M |
-$39.4M |
+$72.2M |
FCTR, MINT, MMSI, IJH, TIP, SNFCA |
13F-HR |
2/9/2021, 07:46 PM |
Q3 2020 |
199 |
$426M |
+$121M |
-$27.2M |
+$93.5M |
MINT, FCTR, ALTL, TIP, PJAN, SNFCA |
13F-HR |
10/28/2020, 04:33 PM |
Q2 2020 |
181 |
$386M |
+$66.1M |
-$41.7M |
+$24.4M |
BUFFXXXX, MINT, TIP, SNFCA, IVV, IJH |
13F-HR |
8/12/2020, 11:45 AM |
Q1 2020 |
162 |
$322M |
+$49.7M |
-$110M |
-$59.8M |
BUFFXXXX, MINT, TIP, SNFCA, IVV, PTLC |
13F-HR |
5/7/2020, 01:17 PM |
Q4 2019 |
153 |
$519M |
|
|
|
BUFFXXXX, SKYW, MINT, MMSI, IJH, SCHF |
13F-HR |
2/12/2020, 02:14 PM |