Q3 2020 |
61 |
$43.7M |
+$4.9M |
-$3.88M |
+$1.02M |
PDI, PCI, USMV, AAPL, ENB
|
13F-HR |
11/13/2020, 01:58 PM |
Q2 2020 |
59 |
$41.2M |
+$2.01M |
-$1.24M |
+$777K |
PCI, PDI, USMV, ENB, VZ
|
13F-HR |
8/12/2020, 01:53 PM |
Q1 2020 |
56 |
$36.3M |
+$3.54M |
-$3.2M |
+$338K |
PCI, USMV, PDI, VZ, ENB
|
13F-HR |
4/24/2020, 08:29 AM |
Q4 2019 |
60 |
$45.4M |
+$6.88M |
-$82.6M |
-$75.7M |
PCI, PDI, ENB, USMV, MRK
|
13F-HR |
2/5/2020, 04:09 PM |
Q3 2019 |
116 |
$118M |
+$5.37M |
-$3.36M |
+$2.01M |
IVV, SCHZ, SCHG, VIG, VCSH
|
13F-HR |
11/12/2019, 06:02 PM |
Q2 2019 |
118 |
$114M |
+$9.82M |
-$1.11M |
+$8.71M |
IVV, SCHZ, SCHG, VYM, VIG
|
13F-HR |
8/13/2019, 11:16 AM |
Q1 2019 |
116 |
$103M |
+$2.6M |
-$30.2M |
-$27.6M |
IVV, SCHZ, VYM, SCHG, VCSH
|
13F-HR |
5/3/2019, 05:53 PM |
Q4 2018 |
99 |
$119M |
+$9.15M |
-$5.58M |
+$3.57M |
IVV, SCHZ, VYM, VIG, SCHG
|
13F-HR |
2/13/2019, 02:54 PM |
Q3 2018 |
100 |
$128M |
+$4.81M |
-$4.06M |
+$748K |
IVV, SCHZ, SCHG, VIG, VYM
|
13F-HR |
11/13/2018, 05:27 PM |
Q2 2018 |
99 |
$121M |
+$7.31M |
-$5.24M |
+$2.07M |
IVV, SCHZ, VYM, SCHG, VIG
|
13F-HR |
8/2/2018, 04:13 PM |
Q1 2018 |
101 |
$117M |
+$9.73M |
-$7.36M |
+$2.38M |
IVV, SCHZ, VYM, VIG, SCHG
|
13F-HR |
5/15/2018, 05:22 PM |
Q4 2017 |
100 |
$118M |
$0 |
$0 |
|
IVV, VYM, VIG, SCHZ, SCHG
|
13F-HR |
2/14/2018, 01:15 PM |