Notify me when Daniels&Tansey,LLP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 28 | $23,760,219 | $0 | $0 | $0 | ISHARES CORE S&P MID-CAP ETF, CSCO, ADP, IJH | 13F-HR | 03 Nov 2023, 14:39 |
| Q2 2023 | 27 | $301,379,244 | +$1,379,539 | -$4,152,492 | -$2,772,953 | VOO, BND, SPY, IEFA, IJH | 13F-HR | 31 Jul 2023, 12:57 |
| Q1 2023 | 26 | $291,383,613 | +$20,830,935 | -$5,267,194 | +$15,563,741 | VOO, BND, SPY, IEFA, IJH | 13F-HR | 10 May 2023, 10:05 |
| Q4 2022 | 24 | $261,084,788 | +$12,835,663 | -$9,814,342 | +$3,021,321 | VOO, SPY, BND, IEFA, IJH | 13F-HR | 02 Feb 2023, 13:12 |
| Q3 2022 | 28 | $240,839,000 | +$3,691,247 | -$4,766,755 | -$1,075,508 | VOO, SPY, BND, IJH, IEFA | 13F-HR | 01 Nov 2022, 13:54 |
| Q2 2022 | 29 | $257,217,000 | +$9,306,449 | -$4,924,771 | +$4,381,678 | VOO, SPY, BND, IEFA, IJH | 13F-HR | 29 Jul 2022, 11:50 |
| Q1 2022 | 32 | $295,818,000 | +$14,961,584 | -$25,446,155 | -$10,484,571 | VOO, SPY, BND, IJH, IEFA | 13F-HR | 05 May 2022, 13:16 |
| Q4 2021 | 36 | $323,596,000 | +$22,730,923 | -$6,403,935 | +$16,326,988 | VOO, SPY, BND, IJH, IJR | 13F-HR | 07 Feb 2022, 09:53 |
| Q3 2021 | 34 | $288,549,000 | +$8,515,434 | -$1,535,886 | +$6,979,548 | VOO, SPY, BND, IJH, IEFA | 13F-HR | 05 Nov 2021, 13:52 |
| Q2 2021 | 34 | $287,414,000 | +$19,240,456 | -$2,731,949 | +$16,508,507 | VOO, SPY, BND, IJH, IEFA | 13F-HR | 04 Aug 2021, 15:00 |
| Q1 2021 | 29 | $253,060,000 | +$12,893,520 | -$11,155,512 | +$1,738,008 | VOO, SPY, BND, IJH, IJR | 13F-HR | 06 May 2021, 11:01 |
| Q4 2020 | 27 | $240,618,000 | +$76,721,168 | -$73,407,712 | +$3,313,456 | VOO, SPY, BND, IJH, IJR | 13F-HR | 04 Feb 2021, 10:06 |
| Q3 2020 | 27 | $197,454,000 | $0 | $0 | $0 | SPY, VOO, VEA, IEFA, IWB | 13F-HR | 13 Nov 2020, 13:16 |
| Q2 2020 | 0 | $0 | 13F-NT | 06 Aug 2020, 10:28 | ||||
| Q1 2020 | 0 | $0 | 13F-NT | 06 May 2020, 12:01 | ||||
| Q4 2019 | 0 | $0 | 13F-NT | 05 Feb 2020, 08:57 | ||||
| Q3 2019 | 0 | $0 | 13F-NT | 21 Oct 2019, 16:10 | ||||
| Q2 2019 | 0 | $0 | 13F-NT | 05 Aug 2019, 16:35 | ||||
| Q1 2019 | 0 | $0 | 13F-NT | 01 May 2019, 09:53 | ||||
| Q4 2018 | 0 | $0 | 13F-NT | 31 Jan 2019, 09:26 | ||||
| Q3 2018 | 0 | $0 | 13F-NT | 26 Oct 2018, 10:14 | ||||
| Q2 2018 | 0 | $0 | 13F-NT | 26 Jul 2018, 09:29 | ||||
| Q1 2018 | 0 | $0 | 13F-NT | 04 May 2018, 10:40 | ||||
| Q4 2017 | 0 | $0 | 13F-NT | 31 Jan 2018, 09:18 | ||||
| Q3 2017 | 0 | $0 | 13F-NT | 07 Nov 2017, 08:20 | ||||
| Q2 2017 | 0 | $0 | 13F-NT | 27 Jul 2017, 09:29 | ||||
| Q1 2017 | 0 | $0 | 13F-NT | 02 May 2017, 09:52 | ||||
| Q4 2016 | 0 | $0 | 13F-NT | 01 Feb 2017, 08:35 | ||||
| Q3 2016 | 0 | $0 | 13F-NT | 31 Oct 2016, 09:04 | ||||
| Q2 2016 | 0 | $0 | 13F-NT | 01 Aug 2016, 10:06 | ||||
| Q1 2016 | 0 | $0 | 13F-NT | 03 May 2016, 10:02 | ||||
| Q4 2015 | 0 | $0 | 13F-NT | 02 Feb 2016, 10:21 | ||||
| Q3 2015 | 0 | $0 | 13F-NT | 30 Oct 2015, 09:48 | ||||
| Q2 2015 | 0 | $0 | 13F-NT | 31 Jul 2015, 09:57 | ||||
| Q1 2015 | 0 | $0 | 13F-NT | 27 Apr 2015, 10:36 | ||||
| Q4 2014 | 0 | $0 | 13F-NT | 29 Jan 2015, 08:40 | ||||
| Q3 2014 | 0 | $0 | 13F-NT | 07 Nov 2014, 08:39 | ||||
| Q2 2014 | 0 | $0 | 13F-NT | 01 Aug 2014, 10:05 | ||||
| Q1 2014 | 0 | $0 | 13F-NT | 05 May 2014, 11:48 | ||||
| Q4 2013 | 0 | $0 | 13F-NT | 29 Jan 2014, 08:56 |