| Q2 2024 |
231 |
$481M |
+$33.2M |
-$14.6M |
+$18.6M |
VOO, VIG, IEF, AAPL, MINT
|
13F-HR |
7/12/2024, 02:05 PM |
| Q1 2024 |
224 |
$460M |
+$111M |
-$49.4M |
+$61.9M |
VOO, VIG, IEF, AAPL, MINT
|
13F-HR |
4/11/2024, 10:06 AM |
| Q4 2023 |
178 |
$375M |
+$42.2M |
-$34.9M |
+$7.3M |
VOO, MINT, VIG, IEF, JEPI
|
13F-HR |
1/18/2024, 09:36 AM |
| Q3 2023 |
165 |
$342M |
+$101M |
-$50M |
+$51.3M |
MINT, VIG, VOO, IEF, JEPI
|
13F-HR |
10/10/2023, 09:12 PM |
| Q2 2023 |
157 |
$303M |
+$51.3M |
-$86.7M |
-$35.3M |
VIG, RSP, IEF, VOO, AAPL
|
13F-HR |
7/11/2023, 09:02 PM |
| Q1 2023 |
133 |
$324M |
+$26.6M |
-$51M |
-$24.3M |
RSP, VIG, IEF, RZV, AAPL
|
13F-HR |
4/17/2023, 09:30 PM |
| Q4 2022 |
136 |
$338M |
+$45.3M |
-$61.8M |
-$16.5M |
RSP, VIG, IEF, RZV, USFR
|
13F-HR |
1/20/2023, 04:02 PM |
| Q3 2022 |
128 |
$334M |
+$56.4M |
-$61.7M |
-$5.23M |
RSP, VIG, EMNT, IEF, RZV
|
13F-HR |
10/11/2022, 07:48 PM |
| Q2 2022 |
135 |
$356M |
+$68.7M |
-$57.5M |
+$11.2M |
RSP, VIG, FTSL, USFR, EMNT
|
13F-HR |
7/8/2022, 06:05 PM |
| Q1 2022 |
157 |
$393M |
+$115M |
-$40.8M |
+$73.7M |
RSP, VIG, EMNT, FTSL, RZV
|
13F-HR |
4/18/2022, 08:13 PM |
| Q4 2021 |
156 |
$332M |
+$24.2M |
-$11.6M |
+$12.6M |
RSP, VOO, FTSL, EMNT, AAPL
|
13F-HR |
1/14/2022, 07:52 PM |
| Q3 2021 |
142 |
$295M |
+$20.6M |
-$15.9M |
+$4.73M |
RSP, VOO, EMNT, FTSL, VIG
|
13F-HR |
10/12/2021, 09:55 PM |
| Q2 2021 |
137 |
$293M |
+$42.7M |
-$10.2M |
+$32.5M |
RSP, VOO, EMNT, FTSL, VTI
|
13F-HR |
7/13/2021, 08:48 PM |
| Q1 2021 |
128 |
$246M |
+$40.9M |
-$29.1M |
+$11.8M |
RSP, VOO, FTSL, VTI, VIG
|
13F-HR |
5/3/2021, 08:53 PM |
| Q4 2020 |
119 |
$227M |
$0 |
$0 |
|
RSP, VIG, VOO, AAPL, VTI
|
13F-HR |
1/27/2021, 05:26 PM |