Q3 2024 |
81 |
$168M |
+$18.2M |
-$6.67M |
+$11.5M |
SCHD, BSV, VIG, AAPL, UITB
|
13F-HR |
11/7/2024, 11:36 AM |
Q2 2024 |
71 |
$147M |
+$7.65M |
-$5.09M |
+$2.56M |
SCHD, BSV, VIG, AAPL, MGV
|
13F-HR |
8/9/2024, 12:51 PM |
Q1 2024 |
76 |
$144M |
+$9.75M |
-$10M |
-$275K |
SCHD, BSV, VIG, AAPL, MGV
|
13F-HR |
5/8/2024, 06:15 PM |
Q4 2023 |
69 |
$140M |
+$7.31M |
-$7.87M |
-$566K |
SCHD, BSV, VIG, VCSH, AAPL
|
13F-HR |
1/31/2024, 03:42 PM |
Q3 2023 |
65 |
$131M |
+$5.24M |
-$4.91M |
+$327K |
SCHD, BSV, VIG, VCSH, AAPL
|
13F-HR |
10/27/2023, 09:47 AM |
Q2 2023 |
66 |
$137M |
+$8.39M |
-$9.87M |
-$1.48M |
BSV, SCHD, VIG, AAPL, VCSH
|
13F-HR |
7/19/2023, 01:26 PM |
Q1 2023 |
70 |
$135M |
+$4.85M |
-$3.83M |
+$1.02M |
BSV, VIG, SCHD, AAPL, SDY
|
13F-HR |
5/11/2023, 11:25 AM |
Q4 2022 |
73 |
$131M |
+$9.47M |
-$10.8M |
-$1.33M |
BSV, VIG, SCHD, SDY, MGV
|
13F-HR |
2/8/2023, 12:09 PM |
Q3 2022 |
66 |
$124M |
+$6.25M |
-$6.66M |
-$406K |
BSV, VIG, SCHD, VCSH, AAPL
|
13F-HR |
11/8/2022, 09:27 AM |
Q2 2022 |
70 |
$130M |
+$10.4M |
-$8.92M |
+$1.5M |
BSV, VIG, SCHD, VCSH, AAPL
|
13F-HR |
8/3/2022, 02:26 PM |
Q1 2022 |
75 |
$142M |
+$5.82M |
-$7.14M |
-$1.33M |
BSV, VIG, SCHD, AAPL, VCSH
|
13F-HR |
5/19/2022, 02:23 PM |
Q4 2021 |
78 |
$150M |
+$5.58M |
-$1.35M |
+$4.22M |
BSV, VIG, SCHD, AAPL, VCSH
|
13F-HR |
1/27/2022, 12:49 PM |
Q3 2021 |
72 |
$137M |
+$3.77M |
-$2.21M |
+$1.56M |
BSV, VIG, SCHD, VCSH, AAPL
|
13F-HR |
11/9/2021, 09:12 AM |
Q2 2021 |
69 |
$137M |
+$8.23M |
-$2.67M |
+$5.57M |
BSV, VIG, SCHD, VCSH, AAPL
|
13F-HR |
7/28/2021, 02:19 PM |
Q1 2021 |
63 |
$127M |
+$2.29M |
-$2.19M |
+$100K |
BSV, VIG, SCHD, VCSH, VGIT
|
13F-HR |
4/28/2021, 02:05 PM |
Q4 2020 |
60 |
$123M |
+$4.82M |
-$2.39M |
+$2.43M |
BSV, VIG, SCHD, VCSH, VGIT
|
13F-HR |
1/26/2021, 02:19 PM |
Q3 2020 |
57 |
$114M |
+$8.82M |
-$3.51M |
+$5.3M |
BSV, VCSH, VGIT, VIG, SCHD
|
13F-HR |
11/2/2020, 09:54 AM |
Q2 2020 |
56 |
$107M |
+$96.6M |
-$63.5M |
+$33.1M |
BSV, VCSH, VGIT, VIG, EFAV
|
13F-HR |
7/21/2020, 01:38 PM |
Q1 2020 |
63 |
$71.3M |
+$62.6M |
-$95.1M |
-$32.5M |
QUAL, SHY, AGG, IQLT, FDLO
|
13F-HR |
5/5/2020, 12:52 PM |
Q4 2019 |
55 |
$108M |
+$2.86M |
-$2.28M |
+$584K |
BSV, EFAV, VCSH, MGV, VIG
|
13F-HR |
1/14/2020, 09:58 AM |
Q3 2019 |
52 |
$104M |
+$10.1M |
-$6.11M |
+$3.97M |
BSV, VCSH, EFAV, MGV, VIG
|
13F-HR |
10/25/2019, 10:33 AM |
Q2 2019 |
57 |
$98.5M |
+$13.4M |
-$1.11M |
+$12.3M |
BSV, VCSH, EFAV, MGV, VIG
|
13F-HR |
7/15/2019, 12:51 PM |
Q1 2019 |
53 |
$84.1M |
+$4.14M |
-$7.64M |
-$3.5M |
BSV, VCSH, EFAV, MGV, VIG
|
13F-HR |
4/3/2019, 12:16 PM |
Q4 2018 |
48 |
$80.9M |
+$1.18M |
-$19.7M |
-$18.5M |
BSV, VCSH, EFAV, MGV, VIG
|
13F-HR |
1/16/2019, 09:36 AM |
Q3 2018 |
58 |
$108M |
+$3.22M |
-$3.22M |
+$2.95K |
BSV, VCSH, EFAV, AAPL, MGV
|
13F-HR |
10/5/2018, 09:48 AM |
Q2 2018 |
53 |
$104M |
+$6.35M |
-$5.59M |
+$761K |
BSV, VCSH, EFAV, MGV, AAPL
|
13F-HR |
9/5/2018, 08:25 AM |
Q1 2018 |
52 |
$102M |
$0 |
$0 |
|
BSV, VCSH, EFAV, MGV, VIG
|
13F-HR |
5/9/2018, 06:38 PM |