Q2 2022 |
208 |
$380M |
+$51.5M |
-$71.2M |
-$19.6M |
QQQ, DGRO, SCHD, VIG, MCD
|
13F-HR |
7/25/2022, 09:16 AM |
Q1 2022 |
228 |
$460M |
+$64.5M |
-$94.5M |
-$30.1M |
QQQ, DGRO, JMST, VIG, MCD
|
13F-HR |
4/14/2022, 10:24 AM |
Q4 2021 |
274 |
$515M |
+$78.3M |
-$9.97M |
+$68.4M |
JMST, QQQ, DGRO, VIG, MCD
|
13F-HR |
1/21/2022, 09:39 AM |
Q3 2021 |
272 |
$412M |
+$31.6M |
-$1.06M |
+$30.5M |
JMST, QQQ, DGRO, VIG, MCD
|
13F-HR |
10/13/2021, 08:56 AM |
Q2 2021 |
250 |
$382M |
+$14.3M |
-$41.8M |
-$27.5M |
JMST, QQQ, DGRO, VIG, MCD
|
13F-HR |
7/21/2021, 09:14 AM |
Q1 2021 |
236 |
$392M |
+$150M |
-$11.7M |
+$139M |
JMST, QQQ, DGRO, VIG, MCD
|
13F-HR |
4/14/2021, 10:31 AM |
Q4 2020 |
187 |
$242M |
+$16.9M |
-$3M |
+$13.9M |
QQQ, DGRO, VIG, MCD, AAPL
|
13F-HR |
1/29/2021, 09:36 AM |
Q3 2020 |
161 |
$208M |
+$17.4M |
-$2M |
+$15.4M |
QQQ, DGRO, MCD, VIG, TOTL
|
13F-HR |
10/9/2020, 10:24 AM |
Q2 2020 |
158 |
$182M |
+$36.6M |
-$7.29M |
+$29.3M |
QQQ, DGRO, MCD, VIG, TOTL
|
13F-HR |
7/17/2020, 10:07 AM |
Q1 2020 |
181 |
$130M |
+$57.3M |
-$41.1M |
+$16.2M |
QQQ, DGRO, MCD, VIG, CVS
|
13F-HR |
4/16/2020, 03:13 PM |
Q4 2019 |
176 |
$138M |
$0 |
$0 |
|
HDV, QQQ, MCD, IWB, AAPL
|
13F-HR |
1/14/2020, 09:27 AM |
Q4 2017 |
176 |
$79.6M |
+$3.89M |
-$4.62M |
-$729K |
MCD, QQQ, SCHB, XLE, SPY
|
13F-HR |
1/25/2018, 04:05 PM |
Q3 2017 |
257 |
$75.9M |
+$5.71M |
-$4.51M |
+$1.2M |
MCD, QQQ, SCHB, XLE, SPY
|
13F-HR |
10/26/2017, 01:36 PM |
Q2 2017 |
166 |
$72M |
+$4.61M |
-$16.5M |
-$11.9M |
MCD, QQQ, SPY, SCHB, HDV
|
13F-HR |
8/14/2017, 04:45 PM |
Q1 2017 |
199 |
$81.5M |
+$4.35M |
-$20.5M |
-$16.2M |
QQQ, MCD, SPY, HDV, VZ
|
13F-HR |
4/26/2017, 04:11 PM |
Q4 2016 |
205 |
$93.3M |
+$591K |
-$3.6M |
-$3.01M |
QQQ, SPY, MCD, HDV, VZ
|
13F-HR |
2/6/2017, 12:01 PM |
Q3 2016 |
205 |
$94.1M |
+$3.08M |
-$9.26M |
-$6.17M |
QQQ, SPY, HDV, MCD, VZ
|
13F-HR |
10/27/2016, 01:21 PM |
Q2 2016 |
183 |
$97.5M |
+$3.74M |
-$3.83M |
-$91.1K |
QQQ, SPY, HDV, MCD, VZ
|
13F-HR |
8/2/2016, 07:51 AM |
Q1 2016 |
169 |
$98.2M |
+$2.22M |
-$9.9M |
-$7.68M |
QQQ, MCD, SPY, HDV, VZ
|
13F-HR |
4/21/2016, 10:58 AM |
Q4 2015 |
188 |
$104M |
+$7.96M |
-$21.3M |
-$13.4M |
QQQ, MCD, SPY, HDV, DIS
|
13F-HR |
1/27/2016, 10:49 AM |
Q3 2015 |
169 |
$110M |
+$21.4M |
-$20.3M |
+$1.14M |
HDV, QQQ, SPY, INTC, DIS
|
13F-HR |
10/27/2015, 02:30 PM |
Q2 2015 |
147 |
$117M |
+$18M |
-$23.1M |
-$5.1M |
HDV, SPY, QQQ, PFE, EEM
|
13F-HR |
7/22/2015, 11:23 AM |
Q1 2015 |
160 |
$124M |
+$7.07M |
-$19.1M |
-$12M |
HDV, SPY, QQQ, MUB, PFE
|
13F-HR |
4/16/2015, 09:52 AM |
Q4 2014 |
225 |
$136M |
+$14.8M |
-$9.34M |
+$5.45M |
HDV, SPY, MUB, QQQ, INTC
|
13F-HR |
1/27/2015, 12:27 PM |
Q3 2014 |
137 |
$128M |
+$5.83M |
-$8.19M |
-$2.36M |
HDV, SPY, MUB, QQQ, IDV
|
13F-HR |
10/22/2014, 04:08 PM |
Q2 2014 |
110 |
$130M |
+$16.6M |
-$14.4M |
+$2.18M |
HDV, SPY, MUB, QQQ, IDV
|
13F-HR |
8/11/2014, 01:40 PM |
Q1 2014 |
110 |
$126M |
+$27.5M |
-$7.6M |
+$19.9M |
HDV, SPY, MUB, QQQ, HYD
|
13F-HR |
5/6/2014, 07:09 PM |
Q4 2013 |
99 |
$105M |
$0 |
$0 |
|
HDV, SPY, QQQ, MUB, 4945SC
|
13F-HR |
1/30/2014, 12:55 PM |