| Q1 2024 |
91 |
$210M |
+$25.1M |
-$2.75M |
+$22.4M |
VTI, SCHR, FDL, IYW, SCHE, SCHD |
13F-HR |
5/13/2024, 05:52 PM |
| Q4 2023 |
86 |
$179M |
+$16.2M |
-$19.4M |
-$3.2M |
VTI, SCHR, FDL, IYW, SCHE, SCHD |
13F-HR |
1/25/2024, 02:10 PM |
| Q3 2023 |
83 |
$168M |
+$5.61M |
-$4.05M |
+$1.55M |
VTI, SCHR, SCHP, FDL, SCHE, IYW |
13F-HR |
11/7/2023, 01:58 PM |
| Q2 2023 |
83 |
$172M |
+$9.04M |
-$4.03M |
+$5.01M |
VTI, SCHP, SCHR, FDL, SCHE, IYW |
13F-HR |
8/10/2023, 12:25 PM |
| Q1 2023 |
81 |
$162M |
+$16.5M |
-$4.54M |
+$11.9M |
VTI, SCHP, SCHR, FDL, SCHE, IYW |
13F-HR |
5/8/2023, 03:13 PM |
| Q4 2022 |
84 |
$146M |
+$8.41M |
-$11.8M |
-$3.42M |
VTI, SCHR, FDL, SCHP, IYF, SCHD |
13F-HR |
2/8/2023, 04:31 PM |
| Q3 2022 |
85 |
$145M |
+$15.5M |
-$2.75M |
+$12.7M |
VTI, SCHR, SCHP, FDL, SCHE, IYF |
13F-HR |
11/10/2022, 01:16 PM |
| Q2 2022 |
80 |
$140M |
+$10.5M |
-$5.16M |
+$5.29M |
VTI, SCHR, FDL, SCHP, SCHE, IEF |
13F-HR |
8/8/2022, 02:08 PM |
| Q1 2022 |
83 |
$158M |
+$19M |
-$12.4M |
+$6.55M |
VTI, FDL, SCHP, SCHR, IEF, SCHE |
13F-HR |
5/6/2022, 04:44 PM |
| Q4 2021 |
86 |
$163M |
+$6.98M |
-$3.53M |
+$3.45M |
VTI, SCHR, FDL, IEF, IYW, SCHE |
13F-HR |
2/2/2022, 09:34 AM |
| Q3 2021 |
81 |
$152M |
+$2.54M |
-$9.4M |
-$6.86M |
VTI, SCHR, FDL, IEF, SCHE, IYW |
13F-HR |
10/29/2021, 04:25 PM |
| Q2 2021 |
82 |
$163M |
+$6.23M |
-$1.72M |
+$4.5M |
VTI, SCHR, FDL, SCHE, IYW, IEF |
13F-HR |
8/9/2021, 04:46 PM |
| Q1 2021 |
89 |
$155M |
+$10.2M |
-$2.04M |
+$8.2M |
VTI, SCHR, FDL, SCHE, IEF, IYW |
13F-HR |
5/7/2021, 09:44 AM |
| Q4 2020 |
87 |
$146M |
+$19.8M |
-$1.56M |
+$18.2M |
VTI, SCHR, FDL, SCHE, IEF, IYW |
13F-HR |
2/8/2021, 02:02 PM |
| Q3 2020 |
76 |
$124M |
+$16.4M |
-$6.51M |
+$9.89M |
SCHR, VTI, IEF, FDL, SCHP, IYW |
13F-HR |
11/4/2020, 09:30 AM |
| Q2 2020 |
79 |
$121M |
+$117M |
-$3.06M |
+$114M |
VTI, SCHR, IEF, FDL, IYW, SCHP |
13F-HR |
8/12/2020, 03:02 PM |
| Q1 2020 |
29 |
$23M |
+$20.3M |
-$438K |
+$19.9M |
RSPG, AAPL, MSFT, CNC, VRSK, CCRD |
13F-HR |
5/8/2020, 04:39 PM |
| Q4 2019 |
44 |
$96.9M |
|
|
|
VTI, IEF, SCHE, VDC, IYF, IYW |
13F-HR |
2/13/2020, 10:08 AM |