Q3 2024 |
362 |
$1.05B |
+$38.6M |
-$12.1M |
+$26.5M |
AAPL, QUAL, VYM, MSFT, VTI
|
13F-HR |
10/16/2024, 01:24 PM |
Q2 2024 |
352 |
$969M |
+$55.2M |
-$17.5M |
+$37.8M |
AAPL, QUAL, MSFT, VYM, SPY
|
13F-HR |
7/25/2024, 02:41 PM |
Q1 2024 |
351 |
$932M |
+$44.8M |
-$10.8M |
+$34M |
AAPL, QUAL, MSFT, VYM, VB
|
13F-HR |
4/30/2024, 05:31 PM |
Q4 2023 |
338 |
$854M |
+$28.2M |
-$22.8M |
+$5.36M |
AAPL, QUAL, MSFT, VYM, VB
|
13F-HR |
2/6/2024, 07:59 PM |
Q3 2023 |
319 |
$772M |
+$17.2M |
-$17.3M |
-$53.4K |
AAPL, QUAL, MSFT, VYM, SCHD
|
13F-HR |
10/25/2023, 05:16 PM |
Q2 2023 |
332 |
$804M |
+$38.6M |
-$17.2M |
+$21.4M |
AAPL, QUAL, MSFT, VYM, SCHD
|
13F-HR |
8/2/2023, 03:48 PM |
Q1 2023 |
320 |
$740M |
+$74.5M |
-$33.8M |
+$40.7M |
AAPL, VYM, QUAL, MSFT, SCHD
|
13F-HR |
5/4/2023, 05:22 PM |
Q4 2022 |
301 |
$665M |
+$49M |
-$32.9M |
+$16.1M |
AAPL, VYM, QUAL, SCHD, MSFT
|
13F-HR |
2/6/2023, 06:30 PM |
Q3 2022 |
277 |
$602M |
+$74.5M |
-$46.5M |
+$28M |
AAPL, VYM, VB, QUAL, MSFT
|
13F-HR |
11/9/2022, 05:31 PM |
Q2 2022 |
284 |
$620M |
+$76.4M |
-$47.8M |
+$28.6M |
AAPL, VYM, SPY, QUAL, MSFT
|
13F-HR |
8/1/2022, 04:56 PM |
Q1 2022 |
275 |
$694M |
+$119M |
-$14.3M |
+$105M |
AAPL, SPY, VB, QUAL, MSFT
|
13F-HR |
5/5/2022, 03:37 PM |
Q4 2021 |
267 |
$611M |
+$164M |
-$8.84M |
+$155M |
AAPL, VB, MSFT, SPY, QUAL
|
13F-HR |
1/20/2022, 05:18 PM |
Q3 2021 |
216 |
$427M |
+$24.2M |
-$15.9M |
+$8.29M |
VB, AAPL, QUAL, VYM, SPY
|
13F-HR |
10/28/2021, 06:04 PM |
Q2 2021 |
225 |
$426M |
+$52.9M |
-$3.96M |
+$49M |
VB, AAPL, QUAL, SPY, VYM
|
13F-HR |
8/10/2021, 03:23 PM |
Q1 2021 |
192 |
$356M |
+$23.9M |
-$13.9M |
+$10M |
VB, AAPL, QUAL, SPY, VYM
|
13F-HR |
5/12/2021, 09:00 PM |
Q4 2020 |
184 |
$328M |
+$25.5M |
-$16.5M |
+$8.98M |
VB, AAPL, SPY, QUAL, VYM
|
13F-HR |
2/2/2021, 06:54 PM |
Q3 2020 |
179 |
$287M |
+$23.8M |
-$14.8M |
+$8.97M |
VB, SPY, QUAL, VYM, AAPL
|
13F-HR |
10/29/2020, 02:50 PM |
Q2 2020 |
174 |
$269M |
+$46.3M |
-$17.3M |
+$28.9M |
VB, SPY, DIA, QUAL, VYM
|
13F-HR |
8/11/2020, 12:57 PM |
Q1 2020 |
160 |
$206M |
+$31.9M |
-$44.8M |
-$12.9M |
DIA, SPY, VB, VYM, QQQ
|
13F-HR |
5/8/2020, 02:04 PM |
Q4 2019 |
188 |
$267M |
+$16.9M |
-$4.73M |
+$12.1M |
VYM, VB, VEU, USMV, SPY
|
13F-HR |
2/5/2020, 03:43 PM |
Q3 2019 |
174 |
$239M |
+$15.7M |
-$12.7M |
+$3.02M |
VYM, VB, VEU, MDY, SPY
|
13F-HR |
11/6/2019, 02:08 PM |
Q2 2019 |
184 |
$235M |
+$18.2M |
-$10.1M |
+$8.07M |
VYM, VB, VEU, MDY, SPY
|
13F-HR |
8/8/2019, 04:05 PM |
Q1 2019 |
181 |
$222M |
+$27.5M |
-$9.49M |
+$18M |
VYM, VB, VEU, SPY, MDY
|
13F-HR |
5/9/2019, 01:41 PM |
Q4 2018 |
160 |
$184M |
+$29.7M |
-$24.2M |
+$5.53M |
VYM, VB, VEU, SPY, MDY
|
13F-HR |
2/5/2019, 04:36 PM |
Q3 2018 |
156 |
$203M |
+$19.6M |
-$11M |
+$8.58M |
VB, VEU, VYM, MDY, SCZ
|
13F-HR |
11/9/2018, 03:23 PM |
Q2 2018 |
142 |
$186M |
+$25.7M |
-$16.7M |
+$8.96M |
VB, VEU, VYM, MDY, SPY
|
13F-HR |
8/14/2018, 03:14 PM |
Q1 2018 |
139 |
$177M |
+$14M |
-$15.7M |
-$1.62M |
VB, VEU, VYM, SPY, MDY
|
13F-HR |
5/15/2018, 04:29 PM |
Q4 2017 |
148 |
$181M |
+$9.21M |
-$7.82M |
+$1.39M |
VB, VEU, VYM, SPY, MDY
|
13F-HR |
2/9/2018, 06:33 PM |
Q3 2017 |
140 |
$172M |
+$10.9M |
-$6.8M |
+$4.14M |
VB, VEU, VYM, SPY, MDY
|
13F-HR |
11/8/2017, 02:07 PM |
Q2 2017 |
136 |
$162M |
+$16.2M |
-$2.74M |
+$13.5M |
VYM, VB, VEU, SPY, MDY
|
13F-HR |
8/7/2017, 12:39 PM |
Q1 2017 |
127 |
$145M |
+$7.57M |
-$7.45M |
+$119K |
VYM, VB, SPY, MDY, VEU
|
13F-HR |
5/12/2017, 04:14 PM |
Q4 2016 |
122 |
$139M |
+$9.1M |
-$4.58M |
+$4.52M |
VYM, VB, VEA, SPY, MDY
|
13F-HR |
2/10/2017, 01:59 PM |
Q3 2016 |
120 |
$132M |
+$7.12M |
-$3.56M |
+$3.55M |
VYM, VEA, SPY, VB, MDY
|
13F-HR |
11/3/2016, 05:36 PM |
Q2 2016 |
113 |
$126M |
+$16.6M |
-$5.76M |
+$10.9M |
VEA, VYM, SPY, VB, VEU
|
13F-HR |
8/5/2016, 01:48 PM |
Q1 2016 |
110 |
$113M |
+$12.6M |
-$10.3M |
+$2.32M |
SPY, VYM, VEU, VB, VEA
|
13F-HR |
5/12/2016, 02:17 PM |
Q4 2015 |
106 |
$110M |
+$10.4M |
-$9.37M |
+$1.05M |
SPY, DBEF, VB, VEU, VYM
|
13F-HR |
2/9/2016, 04:58 PM |
Q3 2015 |
99 |
$104M |
+$12M |
-$9.02M |
+$2.95M |
VEU, DBEF, SPY, VB, BOND
|
13F-HR |
11/10/2015, 01:10 PM |
Q2 2015 |
100 |
$108M |
+$11.4M |
-$13M |
-$1.6M |
VEU, DBEF, VYM, SPY, VB
|
13F-HR |
7/29/2015, 05:26 PM |
Q1 2015 |
100 |
$111M |
+$8.24M |
-$4.58M |
+$3.66M |
VEU, DBEF, SPY, VB, JNJ
|
13F-HR |
5/5/2015, 04:09 PM |
Q4 2014 |
101 |
$107M |
$0 |
$0 |
|
VEU, DBEF, SPY, JNJ, VYM
|
13F-HR |
1/27/2015, 04:07 PM |