Q3 2024 |
74 |
$505M |
+$57.3M |
-$9.54M |
+$47.8M |
SCHD, VHT, MSFT, VPU, AAPL
|
13F-HR |
10/4/2024, 04:35 PM |
Q2 2024 |
74 |
$426M |
+$18M |
-$1.78M |
+$16.2M |
VHT, MSFT, VPU, AAPL, JPM
|
13F-HR |
7/12/2024, 02:44 PM |
Q1 2024 |
70 |
$414M |
+$17.2M |
-$1.26M |
+$15.9M |
VHT, MSFT, VPU, CAT, JPM
|
13F-HR |
4/11/2024, 09:58 AM |
Q4 2023 |
63 |
$368M |
+$7.98M |
-$1.64M |
+$6.33M |
VHT, MSFT, VPU, AAPL, CAT
|
13F-HR |
1/9/2024, 05:48 PM |
Q3 2023 |
58 |
$334M |
+$19.4M |
-$16M |
+$3.48M |
VHT, MSFT, AAPL, VPU, CAT
|
13F-HR |
10/5/2023, 10:09 AM |
Q2 2023 |
59 |
$345M |
+$12.1M |
-$1.06M |
+$11M |
VHT, MSFT, AAPL, LOW, CAT
|
13F-HR |
7/10/2023, 09:25 PM |
Q1 2023 |
58 |
$323M |
+$6.99M |
-$853K |
+$6.14M |
VHT, MSFT, AAPL, XOM, CVX
|
13F-HR |
4/17/2023, 09:41 PM |
Q4 2022 |
57 |
$320M |
+$13M |
-$2.59M |
+$10.4M |
VHT, MSFT, CVX, XOM, AAPL
|
13F-HR |
1/12/2023, 09:13 PM |
Q3 2022 |
55 |
$268M |
+$8.78M |
-$684K |
+$8.1M |
VHT, MSFT, AAPL, XOM, CVX
|
13F-HR |
10/13/2022, 07:00 AM |
Q2 2022 |
55 |
$279M |
+$5.87M |
-$2.06M |
+$3.8M |
VHT, MSFT, AAPL, XOM, CVX
|
13F-HR |
7/13/2022, 01:25 PM |
Q1 2022 |
62 |
$307M |
+$26.1M |
-$7.28M |
+$18.8M |
VHT, MSFT, AAPL, CVX, XOM
|
13F-HR |
4/11/2022, 04:45 PM |
Q4 2021 |
61 |
$292M |
+$7.63M |
-$756K |
+$6.87M |
VHT, MSFT, AAPL, LOW, JPM
|
13F-HR |
1/19/2022, 09:36 PM |
Q3 2021 |
56 |
$264M |
+$1.68M |
-$1.32M |
+$364K |
VHT, MSFT, AAPL, LOW, JPM
|
13F-HR |
10/12/2021, 09:42 PM |
Q2 2021 |
56 |
$266M |
+$22.2M |
-$2.12M |
+$20.1M |
VHT, MSFT, AAPL, TGT, LOW
|
13F-HR |
7/16/2021, 04:59 PM |
Q1 2021 |
52 |
$234M |
+$7.31M |
-$3.23M |
+$4.08M |
VHT, MSFT, AAPL, CAT, DE
|
13F-HR |
4/20/2021, 03:20 PM |
Q4 2020 |
49 |
$208M |
+$3.04M |
-$3.74M |
-$698K |
VHT, MSFT, AAPL, LOW, CAT
|
13F-HR |
1/15/2021, 07:43 PM |
Q3 2020 |
46 |
$186M |
+$8.62M |
-$2.9M |
+$5.72M |
VHT, MSFT, AAPL, LOW, FDX
|
13F-HR |
10/13/2020, 12:03 PM |
Q2 2020 |
46 |
$174M |
+$19.4M |
-$2.66M |
+$16.7M |
VHT, MSFT, AAPL, LOW, JNJ
|
13F-HR |
7/10/2020, 04:52 PM |
Q1 2020 |
44 |
$135M |
+$18.2M |
-$16M |
+$2.15M |
VHT, MSFT, AAPL, JNJ, WMT
|
13F-HR |
4/17/2020, 05:28 PM |
Q4 2019 |
45 |
$169M |
+$2.26M |
-$2.17M |
+$92.7K |
VHT, MSFT, VDE, AAPL, JPM
|
13F-HR |
1/24/2020, 10:14 AM |
Q3 2019 |
46 |
$155M |
+$3.5M |
-$1.14M |
+$2.36M |
VHT, MSFT, VDE, AAPL, PG
|
13F-HR |
10/17/2019, 02:32 PM |
Q2 2019 |
48 |
$149M |
+$3.54M |
-$1.01M |
+$2.52M |
VHT, MSFT, VDE, AAPL, PG
|
13F-HR |
7/16/2019, 07:53 PM |
Q1 2019 |
45 |
$144M |
+$16.2M |
-$5.58M |
+$10.6M |
VHT, VDE, MSFT, AAPL, JNJ
|
13F-HR |
4/22/2019, 04:58 PM |
Q4 2018 |
43 |
$121M |
+$5M |
-$455K |
+$4.54M |
VHT, MSFT, VDE, JNJ, ABT
|
13F-HR |
2/1/2019, 07:42 AM |
Q3 2018 |
44 |
$135M |
+$4.86M |
-$4.5M |
+$360K |
VHT, VDE, MSFT, AAPL, JNJ
|
13F-HR |
10/22/2018, 06:53 PM |
Q2 2018 |
47 |
$123M |
+$3.02M |
-$3.99M |
-$971K |
VHT, MSFT, VDE, AAPL, JPM
|
13F-HR |
7/26/2018, 04:02 PM |
Q1 2018 |
48 |
$121M |
+$17.9M |
-$12.2M |
+$5.67M |
VHT, MSFT, VDE, JPM, AAPL
|
13F-HR |
4/25/2018, 06:58 PM |
Q4 2017 |
48 |
$119M |
$0 |
$0 |
|
VHT, MSFT, VGT, CAT, JPM
|
13F-HR |
2/1/2018, 11:15 AM |