Q3 2024 |
55 |
$538M |
+$39.1M |
-$35.1K |
+$39.1M |
T, WBD, CLF, JNJ, KO
|
13F-HR |
10/28/2024, 04:37 PM |
Q2 2024 |
53 |
$467M |
+$10.9M |
-$585K |
+$10.3M |
T, CLF, WBD, JNJ, KO
|
13F-HR |
8/12/2024, 05:26 PM |
Q1 2024 |
52 |
$486M |
+$27.9M |
-$388K |
+$27.5M |
T, CLF, WBD, JNJ, KO
|
13F-HR |
4/30/2024, 04:26 PM |
Q4 2023 |
51 |
$433M |
+$25.5M |
-$152K |
+$25.3M |
T, CLF, JNJ, KO, WBD
|
13F-HR |
2/8/2024, 01:45 PM |
Q3 2023 |
47 |
$368M |
+$5.48M |
-$5M |
+$476K |
T, CLF, JNJ, KO, WBD
|
13F-HR |
11/8/2023, 12:52 PM |
Q2 2023 |
45 |
$386M |
+$4.27M |
-$275K |
+$4M |
T, CLF, JNJ, KO, WBD
|
13F-HR |
8/7/2023, 03:10 PM |
Q1 2023 |
45 |
$397M |
+$593K |
-$114M |
-$113M |
T, CLF, JNJ, WBD, KO
|
13F-HR |
5/11/2023, 03:46 PM |
Q4 2022 |
45 |
$486M |
+$47.2M |
-$40.2M |
+$7.01M |
T, CLF, JNJ, KO, X
|
13F-HR |
2/10/2023, 04:36 PM |
Q3 2022 |
44 |
$416M |
+$93.9M |
-$207K |
+$93.7M |
T, CLF, JNJ, SPY, KO
|
13F-HR |
11/14/2022, 04:31 PM |
Q2 2022 |
44 |
$364M |
+$61.4M |
-$414K |
+$61M |
T, JNJ, SPY, KO, IBM
|
13F-HR |
8/12/2022, 07:26 AM |
Q1 2022 |
45 |
$344M |
+$10.8M |
-$13.2M |
-$2.36M |
T, JNJ, KO, X, IBM
|
13F-HR |
5/2/2022, 03:47 PM |
Q4 2021 |
47 |
$346M |
+$25.9M |
-$288K |
+$25.6M |
T, JNJ, KO, IBM, JPM
|
13F-HR |
2/14/2022, 01:24 PM |
Q3 2021 |
45 |
$311M |
+$27.2M |
-$47.4M |
-$20.1M |
T, JNJ, KO, IBM, JPM
|
13F-HR |
11/12/2021, 06:37 AM |
Q2 2021 |
71 |
$339M |
+$1.9M |
-$68.5M |
-$66.6M |
T, JNJ, KO, IBM, JPM
|
13F-HR |
8/12/2021, 11:29 AM |
Q1 2021 |
108 |
$395M |
+$17.8M |
-$16.9M |
+$970K |
T, JNJ, KO, IBM, JPM
|
13F-HR |
5/13/2021, 11:10 AM |
Q4 2020 |
106 |
$366M |
+$59.2M |
-$17.6M |
+$41.5M |
T, JNJ, KO, IBM, JPM
|
13F-HR |
2/3/2021, 02:20 PM |
Q3 2020 |
100 |
$284M |
+$17M |
-$6.42M |
+$10.6M |
T, KO, JNJ, IBM, JPM
|
13F-HR |
11/16/2020, 10:40 AM |
Q2 2020 |
95 |
$265M |
+$11.6M |
-$33.8M |
-$22.2M |
T, KO, JNJ, IBM, JPM
|
13F-HR |
8/11/2020, 09:55 AM |
Q1 2020 |
86 |
$258M |
+$152M |
-$3.73M |
+$149M |
T, IBM, JPM, KO, JNJ
|
13F-HR |
5/8/2020, 10:40 AM |
Q4 2019 |
89 |
$133M |
+$3.36M |
-$7.34M |
-$3.98M |
VIG, BND, IEFA, IWD, IWF
|
13F-HR |
2/10/2020, 10:14 AM |
Q3 2019 |
88 |
$130M |
+$776K |
-$2.37M |
-$1.59M |
VIG, BND, IEFA, IWD, VTI
|
13F-HR |
11/13/2019, 11:35 AM |
Q2 2019 |
92 |
$130M |
+$16.4M |
-$2.59M |
+$13.8M |
BND, VIG, IEFA, IWD, VTI
|
13F-HR |
8/8/2019, 11:56 AM |
Q1 2019 |
89 |
$112M |
+$4.24M |
-$2.06M |
+$2.18M |
VIG, IWD, BND, USMV, TFLO
|
13F-HR |
5/14/2019, 08:44 AM |
Q4 2018 |
88 |
$100M |
+$3.75M |
-$4.64M |
-$888K |
VIG, IWD, TFLO, USMV, BND
|
13F-HR |
2/14/2019, 07:56 AM |
Q3 2018 |
93 |
$114M |
+$7.43M |
-$1.32M |
+$6.11M |
VIG, AAPL, IWD, USMV, IWF
|
13F-HR |
11/9/2018, 12:07 PM |
Q2 2018 |
86 |
$99.9M |
+$6.09M |
-$3.69M |
+$2.4M |
VIG, IWD, USMV, AAPL, IWF
|
13F-HR |
8/9/2018, 02:19 PM |
Q1 2018 |
84 |
$95.9M |
+$1.36M |
-$5.99M |
-$4.63M |
VIG, IWD, USMV, IWF, AAPL
|
13F-HR |
5/10/2018, 12:08 PM |
Q4 2017 |
90 |
$103M |
+$2.22M |
-$3.01M |
-$787K |
VIG, IWD, USMV, IWF, AAPL
|
13F-HR |
2/12/2018, 11:24 AM |
Q3 2017 |
89 |
$97.6M |
+$4.02M |
-$6.99M |
-$2.98M |
VIG, IEFA, USMV, IWD, IWF
|
13F-HR |
11/13/2017, 03:32 PM |
Q2 2017 |
86 |
$97.5M |
+$8.35M |
-$3.49M |
+$4.87M |
VIG, IWD, USMV, IWF, AMJ
|
13F-HR |
8/14/2017, 08:17 AM |
Q1 2017 |
88 |
$90.4M |
+$8.99M |
-$7.39M |
+$1.61M |
VIG, USMV, IWF, AMJ, AAPL
|
13F-HR |
5/12/2017, 12:19 PM |
Q4 2016 |
89 |
$83.9M |
+$5.19M |
-$12.4M |
-$7.19M |
VIG, IWD, USMV, IWF, XOM
|
13F-HR |
2/14/2017, 01:22 PM |
Q3 2016 |
92 |
$90.1M |
+$4.51M |
-$3.79M |
+$719K |
VIG, USMV, VXUS, IWF, SPY
|
13F-HR |
11/14/2016, 10:47 AM |
Q2 2016 |
89 |
$88.2M |
+$3.75M |
-$3.34M |
+$406K |
VIG, USMV, VXUS, IWF, SPY
|
13F-HR |
8/15/2016, 02:59 PM |
Q1 2016 |
92 |
$85.3M |
+$3.52M |
-$10.6M |
-$7.05M |
VIG, USMV, VXUS, SPY, IWD
|
13F-HR |
5/13/2016, 09:28 AM |
Q4 2015 |
97 |
$90.2M |
+$10.1M |
-$1.61M |
+$8.54M |
VIG, USMV, WASH, VXUS, IWF
|
13F-HR |
2/11/2016, 09:22 AM |
Q3 2015 |
83 |
$77.5M |
+$2.46M |
-$2.93M |
-$472K |
VIG, USMV, WASH, VXUS, IWF
|
13F-HR |
11/12/2015, 02:49 PM |
Q2 2015 |
88 |
$84.4M |
+$2.16M |
-$11M |
-$8.89M |
VIG, USMV, WASH, VXUS, IWD
|
13F-HR |
8/11/2015, 03:18 PM |
Q1 2015 |
98 |
$93.6M |
+$15.4M |
-$9.76M |
+$5.6M |
VIG, USMV, IWF, IWD, WASH
|
13F-HR |
5/14/2015, 09:08 AM |
Q4 2014 |
92 |
$88.6M |
+$3.84M |
-$776K |
+$3.06M |
VIG, USMV, IWD, WASH, IWF
|
13F-HR |
2/17/2015, 01:27 PM |
Q3 2014 |
87 |
$82.1M |
+$4.5M |
-$4.35M |
+$154K |
VIG, USMV, IWD, WASH, IWF
|
13F-HR |
11/14/2014, 09:07 AM |
Q2 2014 |
86 |
$81.1M |
+$6.63M |
-$3.69M |
+$2.94M |
VIG, USMV, IWD, WASH, IWF
|
13F-HR |
8/14/2014, 11:12 AM |
Q1 2014 |
82 |
$79.2M |
+$4.63M |
-$134K |
+$4.5M |
VIG, USMV, IWD, WASH, IWF
|
13F-HR |
5/14/2014, 02:10 PM |
Q4 2013 |
77 |
$74.2M |
$0 |
$0 |
|
VIG, USMV, WASH, IWD, IWF
|
13F-HR |
2/13/2014, 12:28 PM |