| Q1 2024 |
97 |
$170M |
+$22.4M |
-$2.55M |
+$19.8M |
VUG, VTV, DE, VIG, MSFT, DFCF |
13F-HR |
4/29/2024, 02:09 PM |
| Q4 2023 |
82 |
$143M |
+$6.73M |
-$2.78M |
+$3.95M |
VUG, VTV, DE, VIG, DFCF, DFAI |
13F-HR |
1/29/2024, 09:43 AM |
| Q3 2023 |
76 |
$127M |
+$9.81M |
-$4.77M |
+$5.04M |
VUG, VTV, DE, VIG, DFCF, AAPL |
13F-HR |
11/1/2023, 10:42 AM |
| Q2 2023 |
76 |
$127M |
+$5.76M |
-$2.52M |
+$3.24M |
VUG, VTV, DE, VIG, AAPL, IVW |
13F-HR |
8/8/2023, 02:33 PM |
| Q1 2023 |
72 |
$117M |
+$5.48M |
-$2.62M |
+$2.85M |
VUG, VTV, DE, VIG, IVW, IJH |
13F-HR |
4/21/2023, 02:08 PM |
| Q4 2022 |
70 |
$110M |
+$4.54M |
-$1.14M |
+$3.39M |
VUG, VTV, DE, VIG, IVW, IJH |
13F-HR |
2/13/2023, 10:19 AM |
| Q3 2022 |
65 |
$96.6M |
+$7.18M |
-$2.47M |
+$4.72M |
VUG, VTV, VIG, DE, IVW, IJH |
13F-HR |
11/14/2022, 11:29 AM |
| Q2 2022 |
64 |
$96.8M |
+$8.31M |
-$1.72M |
+$6.59M |
VUG, VTV, VIG, DE, FNDF, IVW |
13F-HR |
8/11/2022, 03:53 PM |
| Q1 2022 |
68 |
$110M |
+$4.98M |
-$3.95M |
+$1.02M |
VUG, VTV, VIG, DE, IVW, FNDF |
13F-HR |
5/12/2022, 09:00 AM |
| Q4 2021 |
68 |
$113M |
|
|
|
VUG, VIG, VTV, DE, IVW, IJH |
13F-HR |
2/14/2022, 08:34 PM |