| Q2 2024 |
33 |
$233M |
+$19.8M |
-$17.5M |
+$2.39M |
IEF, SCHD, FBND, SPYG, USMV
|
13F-HR |
7/17/2024, 05:30 PM |
| Q1 2024 |
40 |
$229M |
+$11.6M |
-$3.27M |
+$8.37M |
SCHD, IEF, SPYG, USMV, FBND
|
13F-HR |
4/19/2024, 05:10 PM |
| Q4 2023 |
38 |
$212M |
+$44.1M |
-$22.3M |
+$21.7M |
SCHD, IEF, FBND, SPYG, USMV
|
13F-HR |
1/19/2024, 04:23 PM |
| Q3 2023 |
40 |
$176M |
+$27.9M |
-$5.11M |
+$22.8M |
SCHD, IEF, FBND, DGRW, SMMV
|
13F-HR |
10/24/2023, 09:45 PM |
| Q2 2023 |
37 |
$158M |
+$33.8M |
-$34.3M |
-$498K |
SCHD, SPYG, IEF, FBND, DGRW
|
13F-HR |
7/11/2023, 09:01 PM |
| Q1 2023 |
44 |
$154M |
+$5.81M |
-$6.76M |
-$950K |
SCHD, USFR, DGRW, SPYG, VTIP
|
13F-HR |
4/10/2023, 09:56 PM |
| Q4 2022 |
43 |
$154M |
+$16.4M |
-$18.5M |
-$2.02M |
SCHD, USFR, DGRW, SPYG, VTIP
|
13F-HR |
1/17/2023, 09:45 PM |
| Q3 2022 |
40 |
$150M |
+$3.73M |
-$337K |
+$3.39M |
USFR, SCHD, DGRW, SPYG, SRLN
|
13F-HR |
10/13/2022, 08:12 PM |
| Q2 2022 |
37 |
$151M |
+$38M |
-$13.6M |
+$24.3M |
USFR, SCHD, DGRW, SPYG, SRLN
|
13F-HR |
7/22/2022, 04:10 PM |
| Q1 2022 |
43 |
$145M |
+$7.51M |
-$5.74M |
+$1.78M |
SCHD, SPYG, USMV, IHDG, VTIP
|
13F-HR |
4/19/2022, 08:37 PM |
| Q4 2021 |
46 |
$151M |
$0 |
$0 |
|
SCHD, SPYG, USMV, IHDG, DGRW
|
13F-HR |
2/10/2022, 04:24 PM |