Q3 2024 |
182 |
$282M |
+$9.79M |
-$5.81M |
+$3.98M |
IEFA, PG, SCHG, SCHV, MSFT
|
13F-HR |
11/12/2024, 02:21 PM |
Q2 2024 |
173 |
$268M |
+$12.8M |
-$19.9M |
-$7.06M |
IEFA, SCHG, PG, SCHV, MSFT
|
13F-HR |
8/14/2024, 02:58 PM |
Q1 2024 |
180 |
$276M |
+$12.1M |
-$7.29M |
+$4.78M |
IEFA, PG, SCHG, SCHV, MSFT
|
13F-HR |
5/10/2024, 03:21 PM |
Q4 2023 |
174 |
$254M |
+$13.1M |
-$5.13M |
+$8.01M |
IEFA, PG, SCHG, SCHV, MSFT
|
13F-HR |
2/12/2024, 04:46 PM |
Q3 2023 |
164 |
$226M |
+$10.4M |
-$11M |
-$546K |
IEFA, SCHG, PG, SCHV, MSFT
|
13F-HR |
11/13/2023, 09:46 AM |
Q2 2023 |
174 |
$234M |
+$10.9M |
-$7.72M |
+$3.22M |
IEFA, SCHG, MSFT, SCHV, PG
|
13F-HR |
8/14/2023, 09:06 AM |
Q1 2023 |
172 |
$221M |
+$3.7M |
-$6.02M |
-$2.32M |
IEFA, SCHG, PG, LCNB, MSFT
|
13F-HR |
5/3/2023, 04:24 PM |
Q4 2022 |
172 |
$215M |
+$17M |
-$3.82M |
+$13.2M |
IEFA, LCNB, PG, SCHV, SCHG
|
13F-HR |
2/10/2023, 04:19 PM |
Q3 2022 |
163 |
$184M |
+$12.9M |
-$4.07M |
+$8.87M |
IEFA, LCNB, PG, MSFT, SCHG
|
13F-HR |
11/14/2022, 04:01 PM |
Q2 2022 |
159 |
$193M |
+$17.1M |
-$7.47M |
+$9.68M |
IEFA, PG, MSFT, LCNB, SCHV
|
13F-HR |
8/11/2022, 07:49 PM |
Q1 2022 |
165 |
$213M |
+$17.3M |
-$10.9M |
+$6.42M |
IEFA, LCNB, MSFT, PG, SCHG
|
13F-HR |
5/13/2022, 04:05 PM |
Q4 2021 |
156 |
$219M |
+$6.84M |
-$3.59M |
+$3.24M |
IEFA, LCNB, MSFT, PG, SCHV
|
13F-HR |
2/14/2022, 04:01 PM |
Q3 2021 |
157 |
$198M |
+$5.01M |
-$4.52M |
+$489K |
IEFA, LCNB, MSFT, PG, SCHG
|
13F-HR |
11/12/2021, 04:04 PM |
Q2 2021 |
158 |
$199M |
+$9.31M |
-$3.57M |
+$5.74M |
IEFA, LCNB, MSFT, PG, SCHG
|
13F-HR |
8/13/2021, 04:07 PM |
Q1 2021 |
154 |
$183M |
+$3.19M |
-$7.92M |
-$4.73M |
IEFA, LCNB, PG, MSFT, SCHV
|
13F-HR |
5/13/2021, 04:21 PM |
Q4 2020 |
150 |
$176M |
+$12.9M |
-$5.23M |
+$7.66M |
IEFA, PG, LCNB, MSFT, AAPL
|
13F-HR |
2/12/2021, 04:06 PM |
Q3 2020 |
138 |
$153M |
+$6.09M |
-$6.84M |
-$750K |
IEFA, PG, LCNB, MSFT, AAPL
|
13F-HR |
11/12/2020, 04:17 PM |
Q2 2020 |
142 |
$148M |
+$5.32M |
-$6.41M |
-$1.09M |
IEFA, LCNB, PG, MSFT, USMV
|
13F-HR |
8/12/2020, 08:56 AM |
Q1 2020 |
128 |
$128M |
+$8.1M |
-$11.6M |
-$3.46M |
IEFA, PG, LCNB, MSFT, USMV
|
13F-HR |
5/11/2020, 04:14 PM |
Q4 2019 |
148 |
$164M |
+$3.24M |
-$5.66M |
-$2.43M |
IEFA, LCNB, PG, MSFT, AAPL
|
13F-HR |
2/10/2020, 04:05 PM |
Q3 2019 |
145 |
$156M |
+$12.3M |
-$1.21M |
+$11.1M |
IEFA, LCNB, PG, MSFT, IEMG
|
13F-HR |
11/8/2019, 10:40 AM |
Q2 2019 |
139 |
$142M |
+$3.94M |
-$5.3M |
-$1.36M |
LCNB, IEFA, PG, IEMG, MSFT
|
13F-HR |
8/1/2019, 09:14 AM |
Q1 2019 |
134 |
$138M |
+$5.89M |
-$3.2M |
+$2.69M |
LCNB, IEFA, PG, IEMG, MSFT
|
13F-HR |
5/2/2019, 04:35 PM |
Q4 2018 |
133 |
$121M |
+$4.09M |
-$7.28M |
-$3.19M |
LCNB, IEFA, PG, IEMG, MSFT
|
13F-HR |
2/19/2019, 04:00 PM |
Q3 2018 |
146 |
$142M |
+$31.6M |
-$6.66M |
+$25M |
LCNB, IEFA, PG, IEMG, MSFT
|
13F-HR |
11/9/2018, 11:14 AM |
Q2 2018 |
114 |
$111M |
+$23.4M |
-$24.8M |
-$1.35M |
LCNB, IEFA, PG, IEMG, MSFT
|
13F-HR |
8/13/2018, 04:06 PM |
Q1 2018 |
121 |
$111M |
+$6.33M |
-$4.82M |
+$1.51M |
LCNB, IEFA, PG, IEMG, MSFT
|
13F-HR |
5/15/2018, 03:26 PM |
Q4 2017 |
122 |
$114M |
+$6.01M |
-$2.46M |
+$3.55M |
LCNB, PG, IEFA, CINF, CVX
|
13F-HR |
2/13/2018, 10:59 AM |
Q3 2017 |
114 |
$107M |
+$3.76M |
-$3.56M |
+$196K |
LCNB, PG, IEFA, CINF, IWV
|
13F-HR |
11/13/2017, 10:30 AM |
Q2 2017 |
112 |
$102M |
+$1.38M |
-$2.18M |
-$802K |
LCNB, PG, IEFA, CINF, IWV
|
13F-HR |
8/14/2017, 10:32 AM |
Q1 2017 |
113 |
$105M |
+$4.21M |
-$3.89M |
+$320K |
LCNB, PG, IEFA, CINF, IWV
|
13F-HR |
5/12/2017, 10:27 AM |
Q4 2016 |
110 |
$101M |
$0 |
$0 |
|
LCNB, PG, CINF, IEFA, IWV
|
13F-HR |
2/14/2017, 03:38 PM |