| Q2 2024 |
380 |
$1.19B |
+$223M |
-$125M |
+$97.8M |
XMMO, MAGS, VOO, QQQ, DWAS
|
13F-HR |
8/2/2024, 11:29 AM |
| Q1 2024 |
379 |
$1.08B |
+$188M |
-$233M |
-$45.3M |
VOO, QQQ, MSFT, AAPL, DWAS
|
13F-HR |
5/1/2024, 10:28 AM |
| Q4 2023 |
380 |
$1.08B |
+$150M |
-$99.8M |
+$50.1M |
QTEC, VOO, MSFT, QQQ, LMT
|
13F-HR |
2/12/2024, 11:20 AM |
| Q3 2023 |
348 |
$942M |
+$120M |
-$111M |
+$8.37M |
VOO, MSFT, QQQ, AAPL, SPTM
|
13F-HR |
10/31/2023, 05:56 PM |
| Q2 2023 |
365 |
$982M |
+$224M |
-$870M |
-$646M |
VOO, AAPL, MSFT, QQQ, SPTM
|
13F-HR |
7/31/2023, 06:17 PM |
| Q1 2023 |
458 |
$1.19B |
$0 |
$0 |
|
MCD, LMT, KMB, RPV, PEP
|
13F-HR |
5/1/2023, 12:24 PM |
| Q4 2022 |
3,252 |
$2.24B |
+$667M |
-$257M |
+$411M |
JNJ, AAPL, PG, MSFT, KMLM
|
13F-HR |
2/14/2023, 01:32 PM |
| Q3 2022 |
1,537 |
$1.69B |
+$712M |
-$75.3M |
+$636M |
SHY, SHV, KMLM, USFR, JNJ
|
13F-HR |
10/27/2022, 09:32 AM |
| Q2 2022 |
1,426 |
$1.13B |
+$237M |
-$663M |
-$426M |
SHY, SHV, KMLM, IWY, COWZ
|
13F-HR |
7/18/2022, 02:21 PM |
| Q1 2022 |
2,651 |
$1.77B |
+$807M |
-$158M |
+$649M |
AGG, IVV, AAPL, QQQ, VOO
|
13F-HR |
5/13/2022, 11:44 AM |
| Q4 2021 |
742 |
$1.18B |
$0 |
$0 |
|
IVV, IJR, VOO, AGG, QQQ
|
13F-HR |
2/14/2022, 10:16 AM |
| Q1 2021 |
712 |
$1.25B |
+$331M |
-$218M |
+$113M |
IVV, IJR, SPTM, EQAL, RDVY
|
13F-HR |
5/17/2021, 05:22 PM |
| Q4 2020 |
657 |
$1.08B |
$0 |
$0 |
|
IVV, IJR, SPTM, MDYG, AAPL
|
13F-HR |
5/17/2021, 05:22 PM |