Q2 2024 |
1,340 |
$770M |
+$13.2M |
-$11.8M |
+$1.41M |
SPY, IWF, CZR, VIG, QUAL
|
13F-HR |
7/25/2024, 04:38 PM |
Q1 2024 |
1,322 |
$767M |
+$19.3M |
-$9.56M |
+$9.71M |
SPY, IWF, CZR, VIG, QUAL
|
13F-HR |
4/18/2024, 02:49 PM |
Q4 2023 |
1,261 |
$712M |
+$19M |
-$20.6M |
-$1.65M |
SPY, CZR, IWF, VIG, IWD
|
13F-HR |
2/2/2024, 09:43 AM |
Q3 2023 |
1,253 |
$653M |
+$17.1M |
-$6.55M |
+$10.6M |
SPY, CZR, IWF, VIG, USMV
|
13F-HR |
10/27/2023, 11:38 AM |
Q2 2023 |
1,256 |
$669M |
+$36.2M |
-$9.01M |
+$27.2M |
SPY, CZR, IWF, VIG, SDY
|
13F-HR |
7/26/2023, 11:52 AM |
Q1 2023 |
1,167 |
$608M |
+$30.9M |
-$31.5M |
-$551K |
SPY, CZR, IWF, VIG, SDY
|
13F-HR |
5/3/2023, 12:15 PM |
Q4 2022 |
1,167 |
$568M |
+$35.7M |
-$12.6M |
+$23.1M |
SPY, IWF, VIG, SDY, USMV
|
13F-HR |
2/7/2023, 03:45 PM |
Q3 2022 |
1,202 |
$514M |
+$22.7M |
-$13.3M |
+$9.39M |
SPY, IWF, VIG, SDY, USMV
|
13F-HR |
11/9/2022, 03:29 PM |
Q2 2022 |
828 |
$534M |
+$26.8M |
-$7.87M |
+$18.9M |
SPY, IWF, VIG, SDY, USMV
|
13F-HR |
8/5/2022, 09:38 AM |
Q1 2022 |
760 |
$601M |
+$20M |
-$7.65M |
+$12.3M |
SPY, IWF, VIG, USMV, SDY
|
13F-HR |
5/9/2022, 12:45 PM |
Q4 2021 |
661 |
$619M |
+$44.9M |
-$31.6M |
+$13.3M |
SPY, IWF, VIG, USMV, SDY
|
13F-HR |
2/8/2022, 04:05 PM |
Q3 2021 |
493 |
$560M |
+$15.2M |
-$4.28M |
+$10.9M |
SPY, IWF, BALY, VIG, USMV
|
13F-HR |
11/12/2021, 10:19 AM |
Q2 2021 |
471 |
$557M |
+$18.6M |
-$25.3M |
-$6.65M |
SPY, IWF, BALY, VIG, USMV
|
13F-HR |
8/10/2021, 11:30 AM |
Q1 2021 |
468 |
$544M |
+$73.9M |
-$7.02M |
+$66.8M |
BALY, SPY, IWF, VIG, USMV
|
13F-HR |
5/13/2021, 10:14 AM |
Q4 2020 |
436 |
$449M |
+$41.7M |
-$8.74M |
+$33M |
SPY, IWF, VIG, USMV, IJK
|
13F-HR |
2/10/2021, 03:57 PM |
Q3 2020 |
434 |
$400M |
+$12.5M |
-$10.1M |
+$2.45M |
SPY, IWF, USMV, VIG, IJK
|
13F-HR |
11/3/2020, 02:51 PM |
Q2 2020 |
430 |
$376M |
+$15.8M |
-$11.7M |
+$4.18M |
SPY, IWF, USMV, VIG, SDY
|
13F-HR |
8/6/2020, 10:58 AM |
Q1 2020 |
446 |
$319M |
+$19.7M |
-$10.1M |
+$9.57M |
SPY, IWF, USMV, VIG, SPLV
|
13F-HR |
5/8/2020, 10:02 AM |
Q4 2019 |
402 |
$392M |
+$30.2M |
-$12.6M |
+$17.6M |
SPY, IWF, USMV, VIG, IWD
|
13F-HR |
2/3/2020, 12:01 PM |
Q3 2019 |
389 |
$350M |
+$20.7M |
-$22.8M |
-$2.16M |
SPY, IWF, VIG, USMV, SDY
|
13F-HR |
10/23/2019, 04:47 PM |
Q2 2019 |
425 |
$352M |
+$8M |
-$35.9M |
-$27.9M |
SPY, IWF, USMV, VIG, IWD
|
13F-HR |
7/31/2019, 10:14 AM |
Q1 2019 |
427 |
$370M |
+$8.14M |
-$12.7M |
-$4.61M |
SPY, IWF, USMV, VIG, IWD
|
13F-HR |
5/1/2019, 03:21 PM |
Q4 2018 |
435 |
$337M |
+$37.9M |
-$12.5M |
+$25.4M |
SPY, IWF, USMV, VIG, IWD
|
13F-HR |
1/29/2019, 10:11 AM |
Q3 2018 |
472 |
$354M |
+$20.7M |
-$2.66M |
+$18M |
SPY, IWF, USMV, VIG, IWD
|
13F-HR |
10/24/2018, 12:09 PM |
Q2 2018 |
396 |
$320M |
+$42.9M |
-$36.7M |
+$6.21M |
SPY, IWF, USMV, VIG, IWD
|
13F-HR |
7/20/2018, 12:30 PM |
Q1 2018 |
386 |
$309M |
+$14.2M |
-$3.63M |
+$10.6M |
SPY, IWF, USMV, VIG, IWD
|
13F-HR |
4/23/2018, 12:02 PM |
Q4 2017 |
393 |
$303M |
+$10.2M |
-$4.52M |
+$5.65M |
SPY, IWF, USMV, IWD, VIG
|
13F-HR |
1/16/2018, 09:41 AM |
Q3 2017 |
394 |
$285M |
+$7.55M |
-$2.76M |
+$4.78M |
SPY, IWF, USMV, IWD, VIG
|
13F-HR |
10/25/2017, 11:38 AM |
Q2 2017 |
386 |
$272M |
+$9.43M |
-$2.53M |
+$6.9M |
SPY, IWF, USMV, IWD, VIG
|
13F-HR |
7/26/2017, 04:10 PM |
Q1 2017 |
378 |
$260M |
+$10.2M |
-$3.27M |
+$6.96M |
SPY, IWF, USMV, IWD, VIG
|
13F-HR |
4/19/2017, 02:40 PM |
Q4 2016 |
386 |
$242M |
+$18M |
-$6.9M |
+$11.1M |
SPY, IWF, USMV, IWD, VIG
|
13F-HR |
1/20/2017, 09:42 AM |
Q3 2016 |
362 |
$227M |
+$11.8M |
-$894K |
+$10.9M |
SPY, IWF, USMV, IWD, VIG
|
13F-HR |
10/14/2016, 10:50 AM |
Q2 2016 |
346 |
$213M |
+$7.34M |
-$1.64M |
+$5.7M |
SPY, IWF, USMV, IWD, SDY
|
13F-HR |
7/13/2016, 03:03 PM |
Q1 2016 |
337 |
$201M |
+$9.74M |
-$5.02M |
+$4.72M |
SPY, IWF, USMV, IWD, VIG
|
13F-HR |
4/15/2016, 11:02 AM |
Q4 2015 |
331 |
$192M |
+$12.5M |
-$9.46M |
+$3.04M |
SPY, IWF, USMV, IWD, VIG
|
13F-HR |
1/25/2016, 02:22 PM |
Q3 2015 |
331 |
$181M |
+$6.43M |
-$5.21M |
+$1.22M |
SPY, IWF, USMV, IWD, SDY
|
13F-HR |
10/20/2015, 11:56 AM |
Q2 2015 |
346 |
$193M |
+$5.27M |
-$2.19M |
+$3.08M |
SPY, IWF, IWD, USMV, SDY
|
13F-HR |
7/14/2015, 03:27 PM |
Q1 2015 |
334 |
$193M |
+$8.5M |
-$1.68M |
+$6.82M |
SPY, IWF, IWD, SDY, USMV
|
13F-HR |
4/22/2015, 01:37 PM |
Q4 2014 |
312 |
$184M |
+$8.17M |
-$6.66M |
+$1.51M |
SPY, IWF, IWD, SDY, VIG
|
13F-HR |
1/29/2015, 11:25 AM |
Q3 2014 |
313 |
$176M |
+$4.07M |
-$3.02M |
+$1.05M |
SPY, IWF, IWD, SDY, VIG
|
13F-HR |
10/29/2014, 10:02 AM |
Q2 2014 |
323 |
$178M |
+$4.14M |
-$2.24M |
+$1.9M |
SPY, IWF, IWD, SDY, VIG
|
Restatement |
7/24/2014, 06:42 PM |
Q1 2014 |
331 |
$170M |
+$19.2M |
-$1.71M |
+$17.5M |
SPY, IWF, IWD, SDY, IJK
|
13F-HR |
4/8/2014, 05:53 PM |
Q4 2013 |
299 |
$151M |
$0 |
$0 |
|
SPY, IWF, IWD, IJK, SDY
|
13F-HR |
1/24/2014, 11:49 AM |