Q3 2024 |
266 |
$785M |
+$41.9M |
-$31.2M |
+$10.7M |
SPYG, AAPL, SPYV, VUG, MDYV
|
13F-HR |
10/23/2024, 08:45 AM |
Q2 2024 |
264 |
$741M |
+$38.4M |
-$35.3M |
+$3.11M |
SPYG, AAPL, SPYV, VUG, MDYG
|
13F-HR |
8/2/2024, 06:37 AM |
Q1 2024 |
269 |
$728M |
+$49.2M |
-$39.8M |
+$9.4M |
SPYV, SPYG, AAPL, VUG, MDYG
|
13F-HR |
4/15/2024, 02:26 PM |
Q4 2023 |
267 |
$668M |
+$28.9M |
-$26.4M |
+$2.52M |
AAPL, SPYV, SPYG, VUG, MDYV
|
13F-HR |
1/30/2024, 11:50 AM |
Q3 2023 |
258 |
$606M |
+$24.2M |
-$32.4M |
-$8.2M |
AAPL, SPYV, SPYG, VUG, MDYV
|
13F-HR |
10/25/2023, 10:15 AM |
Q2 2023 |
267 |
$632M |
+$27.1M |
-$18.9M |
+$8.19M |
AAPL, SPYV, SPYG, VUG, MDYV
|
13F-HR |
7/18/2023, 09:52 AM |
Q1 2023 |
263 |
$594M |
+$44.3M |
-$36.9M |
+$7.48M |
AAPL, SPYV, SPYG, VUG, MDYV
|
13F-HR |
4/17/2023, 09:16 AM |
Q4 2022 |
255 |
$560M |
+$69.4M |
-$61.1M |
+$8.27M |
SPYV, AAPL, SPYG, MDYV, VUG
|
13F-HR |
2/14/2023, 03:33 PM |
Q3 2022 |
244 |
$511M |
+$33.1M |
-$13.5M |
+$19.6M |
AAPL, SPYV, SPYG, TIPX, VUG
|
13F-HR |
11/14/2022, 04:54 PM |
Q2 2022 |
245 |
$525M |
+$39.8M |
-$28.6M |
+$11.2M |
SPYV, AAPL, SPYG, TIPX, SPTS
|
13F-HR |
8/15/2022, 12:23 PM |
Q1 2022 |
245 |
$598M |
+$31.5M |
-$67.4M |
-$35.9M |
AAPL, SPYV, SPYG, TIPX, VUG
|
13F-HR |
5/13/2022, 03:41 PM |
Q4 2021 |
1,434 |
$660M |
+$68.7M |
-$29.4M |
+$39.3M |
AAPL, SPYG, SPYV, VUG, TIPX
|
13F-HR |
2/10/2022, 09:01 PM |
Q3 2021 |
251 |
$579M |
+$295M |
-$4.76M |
+$290M |
AAPL, SPYG, SPYV, TIPX, VUG
|
13F-HR |
11/15/2021, 08:36 AM |
Q2 2021 |
118 |
$292M |
+$14.2M |
-$270M |
-$256M |
SPYG, SPYV, TIPX, SPTS, MDYV
|
13F-HR |
8/9/2021, 08:22 AM |
Q1 2021 |
234 |
$534M |
+$27.6M |
-$22.3M |
+$5.24M |
AAPL, SPYV, SPYG, VUG, TIPX
|
13F-HR |
5/5/2021, 12:41 PM |
Q4 2020 |
228 |
$494M |
+$25.5M |
-$26M |
-$547K |
AAPL, SPYG, SPYV, VUG, SPTS
|
13F-HR |
2/10/2021, 09:16 AM |
Q3 2020 |
213 |
$442M |
+$22.7M |
-$27.9M |
-$5.27M |
AAPL, SPTS, SPYG, VUG, SPYV
|
13F-HR |
11/5/2020, 03:10 PM |
Q2 2020 |
208 |
$419M |
+$26.5M |
-$56.2M |
-$29.7M |
SPTS, SPYG, VUG, SPYV, BIL
|
13F-HR |
8/18/2020, 12:10 PM |
Q1 2020 |
227 |
$384M |
+$34.5M |
-$70.2M |
-$35.7M |
SPTS, BIL, VUG, SPYG, SPYV
|
13F-HR |
5/20/2020, 01:48 PM |
Q4 2019 |
246 |
$536M |
+$15.4M |
-$9.33M |
+$6.05M |
AAPL, VUG, FLOT, SPYV, BIL
|
13F-HR |
1/23/2020, 04:05 PM |
Q3 2019 |
237 |
$501M |
+$35.7M |
-$37M |
-$1.3M |
AAPL, VUG, FLOT, SPYV, SPYG
|
13F-HR |
11/14/2019, 04:03 PM |
Q2 2019 |
234 |
$503M |
+$35.6M |
-$49.3M |
-$13.7M |
VUG, AAPL, FLOT, SPTS, VIG
|
13F-HR |
8/13/2019, 12:03 PM |
Q1 2019 |
228 |
$509M |
+$47.2M |
-$53.6M |
-$6.42M |
VUG, AAPL, SPTS, FLOT, VIG
|
13F-HR |
5/14/2019, 09:36 PM |
Q4 2018 |
230 |
$459M |
+$46.6M |
-$88.6M |
-$42M |
VUG, FLOT, AAPL, VIG, ABBV
|
13F-HR |
2/14/2019, 08:12 AM |
Q3 2018 |
913 |
$571M |
+$23.1M |
-$36.9M |
-$13.8M |
AAPL, VUG, VIG, FLOT, VTI
|
13F-HR |
11/14/2018, 01:37 PM |
Q2 2018 |
936 |
$566M |
+$71.5M |
-$54.2M |
+$17.3M |
VUG, AAPL, VIG, GOOG, VTI
|
13F-HR |
8/10/2018, 02:33 PM |
Q1 2018 |
884 |
$556M |
+$77.3M |
-$46.8M |
+$30.4M |
VUG, VIG, AAPL, TSM, VTI
|
13F-HR |
5/15/2018, 01:20 PM |
Q4 2017 |
208 |
$537M |
+$35.8M |
-$35.2M |
+$580K |
VUG, VIG, AAPL, VTI, VCSH
|
13F-HR |
2/12/2018, 06:58 PM |
Q3 2017 |
194 |
$510M |
+$44.6M |
-$27.1M |
+$17.6M |
VUG, VCSH, VIG, VTI, IWD
|
13F-HR |
11/14/2017, 02:45 PM |
Q2 2017 |
188 |
$473M |
+$27.4M |
-$24.1M |
+$3.3M |
VCSH, VUG, VIG, VTI, IWD
|
13F-HR |
8/14/2017, 05:13 PM |
Q1 2017 |
191 |
$460M |
+$59M |
-$28.4M |
+$30.6M |
VCSH, VTI, VIG, IWD, VUG
|
13F-HR |
5/12/2017, 02:37 PM |
Q4 2016 |
184 |
$418M |
+$36.3M |
-$58.8M |
-$22.5M |
VCSH, VTI, VIG, IWD, AAPL
|
13F-HR |
2/10/2017, 02:21 PM |
Q3 2016 |
172 |
$425M |
+$36.2M |
-$49.7M |
-$13.5M |
VCSH, VTI, VIG, MAS, IWD
|
13F-HR |
11/14/2016, 01:56 PM |
Q2 2016 |
171 |
$432M |
+$45.2M |
-$87.9M |
-$42.7M |
VCSH, VTI, VIG, IWD, MAS
|
13F-HR |
8/12/2016, 05:00 PM |
Q1 2016 |
181 |
$474M |
+$51.5M |
-$71.5M |
-$20.1M |
VCSH, AAPL, VIG, MAS, VTI
|
13F-HR |
5/16/2016, 12:05 PM |
Q4 2015 |
203 |
$488M |
+$89.9M |
-$54.3M |
+$35.6M |
VCSH, AAPL, VIG, ROST, MAS
|
13F-HR |
2/8/2016, 09:56 AM |
Q3 2015 |
184 |
$442M |
+$93.7M |
-$48.6M |
+$45.1M |
VCSH, AAPL, VIG, JBLU, AET
|
13F-HR |
11/13/2015, 09:49 AM |
Q2 2015 |
183 |
$434M |
+$110M |
-$29.4M |
+$80.6M |
VCSH, VIG, AAPL, IWD, AET
|
13F-HR |
8/13/2015, 09:30 AM |
Q1 2015 |
173 |
$361M |
+$116M |
-$35.1M |
+$80.7M |
VCSH, VIG, IWD, VYM, VUG
|
13F-HR |
5/14/2015, 02:25 PM |
Q4 2014 |
160 |
$274M |
$0 |
$0 |
|
VCSH, VIG, IWD, VYM, BIV
|
13F-HR |
2/17/2015, 06:30 PM |