Q3 2024 |
41 |
$158M |
+$2.51M |
-$1.13M |
+$1.39M |
SCHG, SCHV, QQQ, VV, SCHM
|
13F-HR |
11/12/2024, 01:52 PM |
Q2 2024 |
39 |
$150M |
+$4.17M |
-$3.28M |
+$890K |
SCHG, SCHV, QQQ, VV, SCHM
|
13F-HR |
8/12/2024, 02:43 PM |
Q1 2024 |
37 |
$143M |
+$22.4M |
-$614K |
+$21.8M |
SCHG, SCHV, QQQ, VV, SCHM
|
13F-HR |
5/10/2024, 04:49 PM |
Q4 2023 |
31 |
$112M |
+$6.4M |
-$13.5M |
-$7.06M |
SCHG, SCHV, QQQ, SCHM, JNJ
|
13F-HR |
2/13/2024, 04:55 PM |
Q3 2023 |
36 |
$107M |
+$5.7M |
-$25.2M |
-$19.5M |
SCHG, SCHV, QQQ, SCHM, IJR
|
13F-HR |
10/27/2023, 01:41 PM |
Q2 2023 |
41 |
$132M |
+$14.3M |
-$6.88M |
+$7.43M |
SCHG, SCHV, QQQ, RSP, SCHM
|
13F-HR |
7/27/2023, 10:58 AM |
Q1 2023 |
40 |
$117M |
+$9.73M |
-$2.48M |
+$7.25M |
SCHG, SCHV, RSP, SCHM, QQQ
|
13F-HR |
5/8/2023, 11:21 AM |
Q4 2022 |
40 |
$104M |
+$4.24M |
-$4.47M |
-$237K |
SCHV, SCHG, RSP, SCHM, SLYV
|
13F-HR |
2/7/2023, 04:57 PM |
Q3 2022 |
34 |
$97.7M |
+$4.44M |
-$4.5M |
-$58.3K |
SCHG, SCHV, RSP, SCHM, SLYV
|
13F-HR |
10/24/2022, 04:33 PM |
Q2 2022 |
37 |
$103M |
+$14.8M |
-$15.2M |
-$356K |
SCHG, SCHV, RSP, SCHM, SLYV
|
13F-HR |
8/1/2022, 06:21 PM |
Q1 2022 |
42 |
$122M |
+$23.6M |
-$6.48M |
+$17.2M |
SCHG, SCHV, IJR, SCHM, IWP
|
13F-HR |
4/26/2022, 01:45 PM |
Q4 2021 |
44 |
$125M |
+$1.76M |
-$654K |
+$1.1M |
SCHG, IJR, SCHV, SCHM, IWP
|
13F-HR |
1/13/2022, 04:09 PM |
Q3 2021 |
40 |
$117M |
+$2.06M |
-$994K |
+$1.07M |
SCHG, IJR, SCHV, SCHM, IWP
|
13F-HR |
10/12/2021, 06:28 PM |
Q2 2021 |
42 |
$118M |
+$6.02M |
-$5.14M |
+$877K |
SCHG, IJR, SCHV, SCHM, IWP
|
13F-HR |
7/16/2021, 01:59 PM |
Q1 2021 |
42 |
$110M |
+$4.56M |
-$4.29M |
+$272K |
SCHG, IJR, SCHV, SCHM, IWP
|
13F-HR |
5/3/2021, 05:45 PM |
Q4 2020 |
40 |
$103M |
$0 |
$0 |
|
SCHG, IJR, SCHM, IWP, SCHV
|
13F-HR |
2/10/2021, 06:14 PM |