| Q1 2024 |
78 |
$147M |
+$34.4M |
-$17.7M |
+$16.7M |
JAAA, TDVG, VYM, VONG, HTAB, DGRO |
13F-HR |
4/29/2024, 02:11 PM |
| Q4 2023 |
65 |
$124M |
+$6.24M |
-$6.52M |
-$284K |
JAAA, JPST, VTV, DGRO, AAPL, HTAB |
13F-HR |
1/18/2024, 09:52 AM |
| Q3 2023 |
59 |
$118M |
+$14M |
-$6.5M |
+$7.48M |
JAAA, JPST, VTV, DGRO, DBI, AAPL |
13F-HR |
10/16/2023, 09:28 AM |
| Q2 2023 |
60 |
$111M |
+$25.5M |
-$9.69M |
+$15.8M |
JPST, DBI, JAAA, VTV, DGRO, AAPL |
13F-HR |
7/27/2023, 04:56 PM |
| Q1 2023 |
48 |
$91.3M |
+$11.4M |
-$3.71M |
+$7.66M |
VTV, DGRO, JPST, DBI, AAPL, BBWI |
13F-HR |
4/13/2023, 11:03 AM |
| Q4 2022 |
46 |
$80.7M |
+$7.91M |
-$1.27M |
+$6.64M |
DGRO, VTV, JPST, BBWI, AAPL, DBI |
13F-HR |
1/25/2023, 01:38 PM |
| Q3 2022 |
47 |
$75.4M |
+$9M |
-$6.06M |
+$2.94M |
DGRO, VTV, DBI, AAPL, IMCB, AGL |
13F-HR |
11/14/2022, 04:12 PM |
| Q2 2022 |
46 |
$77.5M |
+$17.8M |
-$432K |
+$17.3M |
DGRO, VTV, DBI, AAPL, VO, IMCB |
13F-HR |
8/12/2022, 11:33 AM |
| Q1 2022 |
46 |
$76.7M |
+$8.14M |
-$8.76M |
-$616K |
DGRO, VTV, AAPL, IMCB, DBI, VONG |
13F-HR |
4/15/2022, 03:07 PM |
| Q4 2021 |
50 |
$92.8M |
|
|
|
DGRO, VTV, AAPL, VONG, BBWI, AGL |
13F-HR |
2/14/2022, 08:13 PM |