Q3 2024 |
208 |
$149M |
+$18.7M |
-$15.9M |
+$2.77M |
SCHD, SCHB, RSPT, AVUV, BIL
|
Restatement |
11/7/2024, 05:19 PM |
Q2 2024 |
197 |
$139M |
+$28M |
-$24M |
+$3.94M |
SCHD, SCHB, RSPT, AVUV, AAPL
|
13F-HR |
8/13/2024, 01:30 PM |
Q1 2024 |
197 |
$134M |
+$15M |
-$15.4M |
-$331K |
SCHD, SCHB, RSPT, AVUV, BRKB
|
13F-HR |
5/14/2024, 12:25 PM |
Q4 2023 |
219 |
$127M |
+$26.3M |
-$24.2M |
+$2.12M |
SCHD, SCHB, RSPT, AVUV, AAPL
|
13F-HR |
2/5/2024, 02:10 PM |
Q3 2023 |
213 |
$116M |
+$24.8M |
-$16.9M |
+$7.92M |
SCHD, AVUV, SCHB, RSPT, IEFA
|
13F-HR |
11/2/2023, 02:54 PM |
Q2 2023 |
221 |
$113M |
+$26.1M |
-$18.9M |
+$7.2M |
AVUV, SCHD, SCHB, AAPL, CORP
|
13F-HR |
8/7/2023, 05:08 PM |
Q1 2023 |
226 |
$102M |
+$36.4M |
-$23.9M |
+$12.6M |
SCHD, AVUV, SCHO, IEFA, BRKB
|
13F-HR |
5/10/2023, 12:50 PM |
Q4 2022 |
245 |
$87M |
+$4.2M |
-$7.5M |
-$3.31M |
SCHD, RSPT, SCHO, SPSM, CORP
|
13F-HR |
1/31/2023, 02:22 PM |
Q3 2022 |
245 |
$84.2M |
+$13.4M |
-$20.2M |
-$6.77M |
SCHD, SCHO, RSPT, SPSM, CORP
|
13F-HR |
10/21/2022, 03:27 PM |
Q2 2022 |
274 |
$96M |
+$12.7M |
-$21.3M |
-$8.57M |
SCHD, SCHO, SPSM, RSPT, SCHB
|
13F-HR |
8/8/2022, 02:36 PM |
Q1 2022 |
277 |
$120M |
+$16.8M |
-$20.9M |
-$4.11M |
SCHD, SCHB, SCHO, RSPT, SPSM
|
13F-HR |
4/28/2022, 01:15 PM |
Q4 2021 |
278 |
$132M |
+$17.3M |
-$22.6M |
-$5.28M |
RSPT, SCHD, SCHB, SCHO, SPTL
|
13F-HR |
2/7/2022, 06:40 PM |
Q3 2021 |
279 |
$130M |
+$18.9M |
-$12.1M |
+$6.76M |
RSPT, SCHB, SPSM, SCHD, SCHO
|
13F-HR |
10/18/2021, 12:54 PM |
Q2 2021 |
277 |
$124M |
+$11.3M |
-$14.3M |
-$3.08M |
SCHD, SPSM, RSPT, SCHB, SCHO
|
13F-HR |
8/2/2021, 09:31 AM |
Q1 2021 |
270 |
$121M |
+$32.9M |
-$28.8M |
+$4.13M |
SCHD, SPSM, SCHB, IEFA, RSPT
|
13F-HR |
5/11/2021, 03:53 PM |
Q4 2020 |
270 |
$111M |
+$9.25M |
-$7.83M |
+$1.43M |
RSPT, SCHD, SCHB, IEMG, AAPL
|
13F-HR |
1/26/2021, 04:38 PM |
Q3 2020 |
275 |
$97.1M |
+$23.7M |
-$14.3M |
+$9.45M |
SCHD, RSPT, SCHB, SPTL, IEMG
|
13F-HR |
11/12/2020, 12:32 PM |
Q2 2020 |
248 |
$86M |
+$16M |
-$17.9M |
-$1.91M |
SCHD, RSPT, SCHO, SCHB, SPTL
|
13F-HR |
8/4/2020, 02:42 PM |
Q1 2020 |
254 |
$76.4M |
+$18.5M |
-$27.9M |
-$9.36M |
SCHD, RSPT, EMB, SCHB, CORP
|
13F-HR |
5/5/2020, 06:37 PM |
Q4 2019 |
260 |
$104M |
$0 |
$0 |
|
SCHD, SCHB, HTLF, RSPT, SPTL
|
13F-HR |
2/11/2020, 02:12 PM |