| Q1 2024 |
158 |
$242M |
+$13.5M |
-$2.46M |
+$11.1M |
DFAC, VYM, VUG, IJR, IVV, VTV |
13F-HR |
4/29/2024, 01:01 PM |
| Q4 2023 |
147 |
$218M |
+$11.1M |
-$4.12M |
+$6.97M |
DFAC, VYM, VUG, IJR, IVV, AAPL |
13F-HR |
1/30/2024, 11:38 AM |
| Q3 2023 |
144 |
$192M |
+$7.26M |
-$3.14M |
+$4.12M |
DFAC, VYM, VUG, IJR, IVV, AAPL |
13F-HR |
10/16/2023, 09:44 AM |
| Q2 2023 |
147 |
$195M |
+$14.6M |
-$1.52M |
+$13.1M |
DFAC, VYM, VUG, IJR, IVV, AAPL |
13F-HR |
7/17/2023, 09:56 AM |
| Q1 2023 |
136 |
$174M |
+$7.37M |
-$3.35M |
+$4.02M |
VYM, DFAC, VUG, IJR, IVV, AOK |
13F-HR |
5/2/2023, 10:44 AM |
| Q4 2022 |
136 |
$163M |
+$12.3M |
-$1.67M |
+$10.6M |
VYM, DFAC, IJR, VUG, IVV, AOK |
13F-HR |
1/19/2023, 02:14 PM |
| Q3 2022 |
126 |
$144M |
+$9.07M |
-$607K |
+$8.47M |
VYM, DFAC, VUG, IVV, IJR, AOK |
13F-HR |
10/24/2022, 11:12 AM |
| Q2 2022 |
125 |
$147M |
+$10.7M |
-$2.26M |
+$8.49M |
VYM, DFAC, VUG, IVV, AOK, IJR |
13F-HR |
7/18/2022, 10:55 AM |
| Q1 2022 |
130 |
$165M |
+$9.61M |
-$279K |
+$9.33M |
DFAC, VYM, VUG, IVV, AOK, IJR |
13F-HR |
4/29/2022, 03:29 PM |
| Q4 2021 |
122 |
$156M |
|
|
|
DFAC, VYM, VUG, IVV, AOK, IJR |
13F-HR |
2/11/2022, 01:33 PM |