| Q2 2023 |
303 |
$876M |
+$197M |
-$24M |
+$173M |
JNJ, AVUS, ESGV, AAPL, VSGX
|
13F-HR |
7/25/2023, 04:36 PM |
| Q1 2023 |
298 |
$670M |
$0 |
$0 |
|
ESGV, JNJ, VSGX, GSLC, AVUS
|
13F-HR |
5/2/2023, 03:24 PM |
| Q2 2022 |
174 |
$371M |
+$73.7M |
-$227M |
-$154M |
ESGV, VSGX, AFRM, AAPL, DGRO
|
13F-HR |
7/11/2022, 04:51 PM |
| Q1 2022 |
244 |
$628M |
+$240M |
-$73.3M |
+$167M |
JNJ, ESGV, AFRM, VSGX, DGRO
|
13F-HR |
5/3/2022, 03:10 PM |
| Q3 2021 |
184 |
$540M |
+$23M |
-$27.4M |
-$4.37M |
AFRM, ESGV, VSGX, DGRO, AMZN
|
13F-HR |
10/12/2021, 09:10 PM |
| Q2 2021 |
188 |
$498M |
+$145M |
-$10.9M |
+$134M |
AFRM, ESGV, VSGX, DGRO, AMZN
|
13F-HR |
8/4/2021, 12:39 PM |
| Q1 2021 |
179 |
$353M |
+$52M |
-$20.3M |
+$31.7M |
ESGV, VSGX, DGRO, AAPL, SCHG
|
13F-HR |
4/13/2021, 04:17 PM |
| Q4 2020 |
173 |
$310M |
+$72.1M |
-$49.5M |
+$22.6M |
ESGV, DGRO, VSGX, AAPL, IQLT
|
13F-HR |
2/11/2021, 01:17 PM |
| Q3 2020 |
119 |
$231M |
$0 |
$0 |
|
ESGV, VSGX, DGRO, SCHG, IMCG
|
13F-HR |
11/6/2020, 04:21 PM |