Q3 2024 |
672 |
$290M |
+$28.9M |
-$41.8M |
-$12.9M |
SMCP, IVV, XLV, XLK, SPY
|
13F-HR |
10/16/2024, 03:28 PM |
Q2 2024 |
729 |
$288M |
+$32.8M |
-$28.8M |
+$3.96M |
SMCP, IVV, PG, XLK, XLV
|
13F-HR |
7/17/2024, 12:05 PM |
Q1 2024 |
704 |
$284M |
+$30.7M |
-$29.6M |
+$1.1M |
SMCP, IVV, XLV, XLK, SPY
|
13F-HR |
4/18/2024, 03:34 PM |
Q4 2023 |
709 |
$263M |
+$23.5M |
-$17.2M |
+$6.33M |
SMCP, IVV, SPY, XLK, XLV
|
13F-HR |
1/19/2024, 01:17 PM |
Q3 2023 |
720 |
$233M |
+$56.4M |
-$33.4M |
+$22.9M |
SMCP, IVV, SPY, XLV, XLK
|
13F-HR |
10/31/2023, 01:01 PM |
Q2 2023 |
612 |
$217M |
+$7.81M |
-$23.2M |
-$15.4M |
SMCP, SPY, IWO, XLK, XLV
|
13F-HR |
7/28/2023, 11:01 AM |
Q1 2023 |
606 |
$222M |
+$31.6M |
-$15.5M |
+$16.2M |
SMCP, SPY, XLV, XLK, IWO
|
13F-HR |
5/4/2023, 02:10 PM |
Q4 2022 |
580 |
$199M |
+$13.7M |
-$27.1M |
-$13.4M |
SMCP, IWN, XLV, PG, DBEF
|
13F-HR |
2/6/2023, 10:36 AM |
Q3 2022 |
682 |
$202M |
+$8.85M |
-$12M |
-$3.12M |
SMCP, SPY, IWN, XLV, XLK
|
13F-HR |
11/14/2022, 04:30 PM |
Q2 2022 |
625 |
$216M |
+$16M |
-$34.3M |
-$18.2M |
SMCP, SPY, IWN, XLV, XLK
|
13F-HR |
8/11/2022, 02:20 PM |
Q1 2022 |
604 |
$270M |
+$18.9M |
-$23.5M |
-$4.61M |
SMCP, SPY, IWN, XLV, XLK
|
13F-HR |
5/2/2022, 02:41 PM |
Q4 2021 |
572 |
$286M |
+$6.72M |
-$12.9M |
-$6.23M |
SMCP, SPY, IWN, XLK, XLV
|
13F-HR |
2/9/2022, 10:12 AM |
Q3 2021 |
577 |
$276M |
+$13.1M |
-$10.4M |
+$2.67M |
SMCP, SPY, IWN, XLV, XLK
|
13F-HR |
11/5/2021, 03:13 PM |
Q2 2021 |
568 |
$274M |
+$21.4M |
-$22.8M |
-$1.33M |
SMCP, SPY, IWN, XLV, XLK
|
13F-HR |
8/6/2021, 10:44 AM |
Q1 2021 |
548 |
$262M |
+$14.5M |
-$30.4M |
-$15.9M |
SMCP, IWN, SPY, XLV, EMNT
|
13F-HR |
4/29/2021, 04:07 PM |
Q4 2020 |
509 |
$261M |
+$62.5M |
-$64.7M |
-$2.21M |
SMCP, IWN, IBDM, SPY, XLV
|
13F-HR |
2/1/2021, 02:12 PM |
Q3 2020 |
533 |
$241M |
+$27.3M |
-$23.4M |
+$3.93M |
IBDM, SMCP, MINT, IWN, PG
|
13F-HR |
11/6/2020, 04:20 PM |
Q2 2020 |
537 |
$232M |
+$32.3M |
-$8.42M |
+$23.9M |
IBDM, SMCP, MINT, IWN, SPY
|
13F-HR |
8/10/2020, 04:36 PM |
Q1 2020 |
579 |
$180M |
+$25.5M |
-$30.9M |
-$5.4M |
SMCP, MINT, IWN, IBDN, PG
|
13F-HR |
4/24/2020, 12:03 PM |
Q4 2019 |
485 |
$239M |
+$15.6M |
-$21.2M |
-$5.62M |
SMCP, IWN, PG, DBEF, IBDN
|
13F-HR |
2/7/2020, 01:53 PM |
Q3 2019 |
482 |
$230M |
+$14.7M |
-$14.5M |
+$279K |
SMCP, IWN, PG, DBEF, IBDN
|
13F-HR |
11/1/2019, 11:31 AM |
Q2 2019 |
502 |
$228M |
+$19.1M |
-$30.6M |
-$11.4M |
SMCP, IWN, IBDN, DBEF, IWO
|
13F-HR |
8/2/2019, 01:51 PM |
Q1 2019 |
489 |
$236M |
+$39M |
-$34.2M |
+$4.77M |
SMCP, IWO, IWN, DBEF, IBDN
|
13F-HR |
5/9/2019, 12:22 PM |
Q4 2018 |
468 |
$208M |
+$27.7M |
-$38M |
-$10.3M |
SMCP, IBDN, DBEF, SPSB, AVGO
|
13F-HR |
2/6/2019, 02:43 PM |
Q3 2018 |
509 |
$248M |
+$21.2M |
-$29.9M |
-$8.66M |
SMCP, DBEF, IBDN, AMGN, SPSB
|
13F-HR |
11/5/2018, 11:52 AM |
Q2 2018 |
516 |
$247M |
+$33M |
-$22.8M |
+$10.2M |
SMCP, DBEF, IBDN, SPSB, AMGN
|
13F-HR |
8/3/2018, 11:18 AM |
Q1 2018 |
505 |
$234M |
+$27.1M |
-$44.4M |
-$17.3M |
SMCP, DBEF, SPSB, VNLA, IBDH
|
13F-HR |
5/9/2018, 12:22 PM |
Q4 2017 |
500 |
$256M |
+$16.9M |
-$12.6M |
+$4.36M |
SMCP, DBEF, SPSB, IBDH, VNLA
|
13F-HR |
2/9/2018, 09:42 AM |
Q3 2017 |
495 |
$236M |
+$12.2M |
-$21.4M |
-$9.24M |
SMCP, DBEF, SPSB, IBDH, CNC
|
13F-HR |
11/2/2017, 04:32 PM |
Q2 2017 |
533 |
$234M |
+$23.8M |
-$8.25M |
+$15.6M |
SMCP, DBEF, SPSB, IBDH, AMGN
|
13F-HR |
8/8/2017, 04:16 PM |
Q1 2017 |
487 |
$215M |
+$18.2M |
-$7.62M |
+$10.6M |
SMCP, DBEF, SPSB, AMGN, PG
|
13F-HR |
5/9/2017, 04:57 PM |
Q4 2016 |
454 |
$193M |
+$13.3M |
-$39.3M |
-$26M |
SMCP, DBEF, SPSB, FITB, PG
|
13F-HR |
1/26/2017, 04:02 PM |
Q3 2016 |
338 |
$198M |
+$35.6M |
-$14.1M |
+$21.5M |
SMCP, DBEF, SPSB, CLR, AMGN
|
13F-HR |
11/8/2016, 08:58 AM |
Q2 2016 |
331 |
$169M |
+$20.9M |
-$41.4M |
-$20.6M |
DBEF, SPSB, CLR, PG, AMGN
|
13F-HR |
8/5/2016, 12:19 PM |
Q1 2016 |
313 |
$188M |
+$31.9M |
-$42.3M |
-$10.4M |
SMCP, DBEF, PG, AMGN, TSN
|
13F-HR |
5/5/2016, 12:32 PM |
Q4 2015 |
305 |
$196M |
+$29.2M |
-$19.9M |
+$9.28M |
SMCP, AMGN, PG, NVO, DBEF
|
13F-HR |
2/1/2016, 04:00 PM |
Q3 2015 |
290 |
$179M |
+$39.7M |
-$19.5M |
+$20.2M |
SMCP, DBEF, TSO, PG, NVO
|
13F-HR |
11/12/2015, 08:25 AM |
Q2 2015 |
295 |
$177M |
+$19M |
-$16.5M |
+$2.44M |
DBEF, MYL, AMGN, PG, NVO
|
13F-HR |
8/11/2015, 04:59 PM |
Q1 2015 |
299 |
$178M |
+$35.3M |
-$23.3M |
+$12M |
DBEF, PG, AMGN, MYL, NVO
|
13F-HR |
4/30/2015, 04:01 PM |
Q4 2014 |
293 |
$162M |
+$21.1M |
-$21.7M |
-$587K |
PG, AMGN, MYL, AAPL, TSO
|
13F-HR |
2/6/2015, 04:40 PM |
Q3 2014 |
312 |
$158M |
+$8.39M |
-$15.3M |
-$6.92M |
PG, AMGN, AAPL, GILD, NVO
|
13F-HR |
11/7/2014, 09:35 AM |
Q2 2014 |
302 |
$168M |
+$20.7M |
-$14.7M |
+$5.99M |
PG, MYL, EOG, AMGN, NVO
|
13F-HR |
7/29/2014, 03:24 PM |
Q1 2014 |
280 |
$162M |
+$23.8M |
-$21.1M |
+$2.65M |
PG, MYL, AMGN, NVO, AXP
|
13F-HR |
4/29/2014, 03:38 PM |
Q4 2013 |
281 |
$160M |
$0 |
$0 |
|
PG, ICE, MYL, AMGN, AXP
|
13F-HR |
1/30/2014, 10:03 AM |