| Q1 2024 |
149 |
$169M |
+$22.3M |
-$10.9M |
+$11.4M |
LLY, DFAC, MSFT, DFCF, DFIC, VOO |
13F-HR |
4/29/2024, 01:19 PM |
| Q4 2023 |
129 |
$142M |
+$15.8M |
-$12.3M |
+$3.51M |
LLY, DFAC, MSFT, DFCF, DFIC, SCHX |
13F-HR |
1/22/2024, 09:02 AM |
| Q3 2023 |
114 |
$126M |
+$11.1M |
-$7.18M |
+$3.89M |
LLY, MSFT, DFAC, DFCF, SCHX, DFIC |
13F-HR |
10/10/2023, 11:48 AM |
| Q2 2023 |
120 |
$125M |
+$15.9M |
-$17.5M |
-$1.63M |
LLY, MSFT, DFAC, DFCF, SCHX, DFIC |
13F-HR |
7/18/2023, 05:04 PM |
| Q1 2023 |
120 |
$116M |
+$27.3M |
-$31.7M |
-$4.46M |
LLY, MSFT, SCHX, DFCF, PG, HYLB |
13F-HR |
4/10/2023, 02:16 PM |
| Q4 2022 |
108 |
$136M |
+$27.1M |
-$18.4M |
+$8.69M |
LLY, MSFT, JPST, VOO, SCHX, SHYG |
13F-HR |
1/31/2023, 10:56 AM |
| Q3 2022 |
92 |
$122M |
+$24.1M |
-$19.9M |
+$4.21M |
SHY, LLY, MSFT, VOO, SCHX, AMZN |
13F-HR |
11/14/2022, 11:16 AM |
| Q2 2022 |
106 |
$136M |
+$14.1M |
-$6.38M |
+$7.73M |
LLY, VOO, MSFT, SCHX, SSO, XLG |
13F-HR |
8/15/2022, 09:13 AM |
| Q1 2022 |
127 |
$180M |
+$22M |
-$1.52M |
+$20.5M |
VOO, LLY, MSFT, JNK, SSO, SCHX |
13F-HR |
5/16/2022, 04:47 PM |
| Q4 2021 |
120 |
$158M |
|
|
|
VOO, LLY, MSFT, SSO, SCHX, TLT |
13F-HR |
5/16/2022, 04:43 PM |