Q2 2024 |
212 |
$711M |
+$33.1M |
-$30.1M |
+$2.98M |
JEPI, IVV, VYM, AAPL, GSLC
|
13F-HR |
8/14/2024, 12:52 PM |
Q1 2024 |
225 |
$701M |
+$47.5M |
-$34M |
+$13.5M |
JEPI, IVV, VYM, GSLC, IJR
|
13F-HR |
5/8/2024, 12:54 PM |
Q4 2023 |
222 |
$641M |
+$43.5M |
-$20.6M |
+$22.9M |
JEPI, IVV, VYM, AAPL, JPST
|
13F-HR |
2/13/2024, 09:26 AM |
Q3 2023 |
212 |
$572M |
+$46.2M |
-$17.3M |
+$29M |
JEPI, IVV, VYM, JPST, AAPL
|
13F-HR |
11/14/2023, 09:43 AM |
Q2 2023 |
213 |
$569M |
+$13.9M |
-$28.9M |
-$15M |
JEPI, VYM, IVV, JPST, AAPL
|
13F-HR |
7/20/2023, 01:45 PM |
Q1 2023 |
208 |
$555M |
+$38.1M |
-$11.7M |
+$26.5M |
JEPI, JPST, VYM, IVV, AAPL
|
13F-HR |
5/4/2023, 07:28 AM |
Q4 2022 |
199 |
$508M |
+$54.9M |
-$20.1M |
+$34.7M |
JEPI, JPST, VYM, IVV, GSLC
|
13F-HR |
2/13/2023, 04:14 PM |
Q3 2022 |
197 |
$448M |
+$54.8M |
-$5.79M |
+$49M |
JEPI, IVV, JPST, VYM, AAPL
|
13F-HR |
10/26/2022, 02:21 PM |
Q2 2022 |
191 |
$437M |
+$15.4M |
-$127M |
-$111M |
JEPI, IVV, VYM, AAPL, GSLC
|
13F-HR |
8/2/2022, 02:46 PM |
Q1 2022 |
215 |
$656M |
+$47.2M |
-$58.5M |
-$11.3M |
JEPI, IVV, AAPL, VYM, GSLC
|
13F-HR |
5/20/2022, 04:09 PM |
Q4 2021 |
797 |
$696M |
+$75.1M |
-$29.1M |
+$46.1M |
JEPI, IVV, AAPL, VYM, GSLC
|
13F-HR |
2/23/2022, 10:52 AM |
Q3 2021 |
219 |
$604M |
+$34.1M |
-$15.7M |
+$18.4M |
JEPI, IVV, AAPL, VYM, JPST
|
13F-HR |
11/16/2021, 08:05 AM |
Q2 2021 |
215 |
$594M |
+$55.3M |
-$27.1M |
+$28.2M |
JEPI, IVV, AAPL, VYM, JPST
|
13F-HR |
8/16/2021, 02:08 PM |
Q1 2021 |
203 |
$528M |
+$55.1M |
-$43.1M |
+$12M |
JEPI, IVV, AAPL, JPST, VYM
|
13F-HR |
5/13/2021, 02:13 PM |
Q4 2020 |
205 |
$494M |
+$49.8M |
-$23.9M |
+$26M |
AAPL, JPST, IVV, VYM, GSLC
|
13F-HR |
5/11/2021, 01:28 PM |
Q3 2020 |
188 |
$429M |
+$65.1M |
-$29.8M |
+$35.3M |
JPST, IVV, AAPL, VYM, GSLC
|
13F-HR |
11/12/2020, 01:27 PM |
Q2 2020 |
164 |
$383M |
+$66.4M |
-$67.3M |
-$904K |
JPST, IVV, VYM, AAPL, JPI
|
13F-HR |
8/10/2020, 04:00 PM |
Q1 2020 |
155 |
$329M |
+$32.9M |
-$75.2M |
-$42.2M |
JPST, VYM, IVV, GSLC, BRKB
|
13F-HR |
5/11/2020, 01:31 PM |
Q4 2019 |
170 |
$483M |
+$44.4M |
-$48.7M |
-$4.26M |
JPST, VYM, IVV, NTG, LEO
|
13F-HR |
2/12/2020, 12:23 PM |
Q3 2019 |
157 |
$464M |
+$25.7M |
-$25.1M |
+$635K |
FMO, JPST, VYM, IVV, LEO
|
13F-HR |
11/12/2019, 09:12 AM |
Q2 2019 |
159 |
$461M |
+$42.1M |
-$43.9M |
-$1.76M |
JPST, FMO, LEO, IVV, VYM
|
13F-HR |
8/8/2019, 02:47 PM |
Q1 2019 |
155 |
$455M |
+$48.5M |
-$20.8M |
+$27.8M |
DSL, JPST, FMO, LEO, VYM
|
13F-HR |
5/8/2019, 09:51 AM |
Q4 2018 |
143 |
$381M |
+$108M |
-$20.8M |
+$87.4M |
DSL, VYM, JPST, IVV, FMO
|
13F-HR |
2/12/2019, 02:51 PM |
Q3 2018 |
145 |
$337M |
+$47.9M |
-$24.4M |
+$23.5M |
IJR, IVV, VYM, VBR, JPST
|
13F-HR |
11/13/2018, 09:21 AM |
Q2 2018 |
140 |
$304M |
+$41.4M |
-$23.2M |
+$18.3M |
IJR, INB, VYM, IVV, VBR
|
13F-HR |
8/9/2018, 11:07 AM |
Q1 2018 |
140 |
$278M |
+$23.3M |
-$30.4M |
-$7.05M |
INB, IJR, VYM, IVV, VBR
|
13F-HR |
5/10/2018, 09:15 AM |
Q4 2017 |
140 |
$292M |
+$16.9M |
-$30.6M |
-$13.7M |
INB, VYM, IJR, IVV, VBR
|
13F-HR |
2/8/2018, 07:24 PM |
Q3 2017 |
141 |
$296M |
+$12.4M |
-$24.7M |
-$12.3M |
INB, CHY, IJR, IVV, VYM
|
13F-HR |
11/14/2017, 07:58 AM |
Q2 2017 |
140 |
$299M |
+$103M |
-$6.88M |
+$96.3M |
CHY, INB, IJR, VYM, IVV
|
13F-HR |
8/8/2017, 04:55 PM |
Q1 2017 |
120 |
$198M |
+$71.3M |
-$4.08M |
+$67.2M |
CHY, IJR, VYM, IVV, SDY
|
13F-HR |
5/15/2017, 04:20 PM |
Q4 2016 |
91 |
$133M |
+$9.3M |
-$2.14M |
+$7.16M |
IJR, VYM, IVV, SDY, HEZU
|
13F-HR |
2/13/2017, 11:57 AM |
Q3 2016 |
84 |
$122M |
+$3.23M |
-$4.03M |
-$797K |
IJR, VYM, IVV, SDY, HEZU
|
13F-HR |
11/10/2016, 04:24 PM |
Q2 2016 |
81 |
$119M |
+$1.59M |
-$2.89M |
-$1.3M |
VYM, IJR, IVV, SDY, HEZU
|
13F-HR |
8/10/2016, 03:46 PM |
Q1 2016 |
83 |
$117M |
+$3.52M |
-$3.4M |
+$125K |
VYM, IJR, IVV, SDY, HEZU
|
13F-HR |
5/16/2016, 05:27 PM |
Q4 2015 |
81 |
$116M |
$0 |
$0 |
|
IJR, VYM, IVV, HEZU, SDY
|
13F-HR |
3/3/2016, 02:02 PM |