| Q2 2024 |
46 |
$479M |
+$160M |
-$147M |
+$12.6M |
SPY, PEP, AVUS, MCD, JNJ
|
13F-HR |
8/13/2024, 10:26 AM |
| Q1 2024 |
59 |
$450M |
+$231M |
-$131M |
+$101M |
SPY, AAPL, JNJ, AVUS, PEP
|
13F-HR |
5/10/2024, 01:37 PM |
| Q4 2023 |
61 |
$322M |
+$137M |
-$107M |
+$29.5M |
XOM, AVUS, VUG, SCHG, QQQM
|
13F-HR |
1/30/2024, 04:29 PM |
| Q3 2023 |
66 |
$268M |
+$99.2M |
-$105M |
-$5.45M |
LMT, AVUS, VUG, SCHG, QQQM
|
13F-HR |
10/27/2023, 09:05 AM |
| Q2 2023 |
61 |
$281M |
+$119M |
-$140M |
-$20.5M |
ABBV, AVUS, PFE, VUG, SCHG
|
13F-HR |
8/4/2023, 03:57 PM |
| Q1 2023 |
51 |
$292M |
+$170M |
-$175M |
-$5.1M |
JNJ, AVUS, VUG, AVUV, PFE
|
13F-HR |
5/3/2023, 02:27 PM |
| Q4 2022 |
66 |
$285M |
+$122M |
-$118M |
+$3.55M |
BX, SCHD, AVUS, AAPL, MO
|
13F-HR |
2/7/2023, 01:38 PM |
| Q3 2022 |
61 |
$267M |
+$141M |
-$102M |
+$39.5M |
PFE, SCHD, JNJ, AVUS, AVUV
|
13F-HR |
10/26/2022, 12:40 PM |
| Q2 2022 |
48 |
$235M |
+$110M |
-$142M |
-$32.1M |
AAPL, SCHD, VTI, MSFT, AVUV
|
13F-HR |
7/13/2022, 06:16 PM |
| Q1 2022 |
62 |
$314M |
+$146M |
-$111M |
+$35.4M |
MSFT, VTI, SCHG, AVUV, SCHD
|
13F-HR |
5/10/2022, 11:26 AM |
| Q4 2021 |
52 |
$304M |
+$143M |
-$118M |
+$24.6M |
MSFT, DIS, AVUS, AAPL, SCHD
|
13F-HR |
2/8/2022, 01:15 PM |
| Q3 2021 |
74 |
$260M |
+$154M |
-$118M |
+$35.7M |
AAPL, DIS, LOW, MAR, SCHD
|
13F-HR |
10/27/2021, 10:48 AM |
| Q2 2021 |
41 |
$225M |
+$153M |
-$133M |
+$19.8M |
MRK, AAPL, AVUV, SCHD, MSFT
|
13F-HR |
8/5/2021, 12:32 PM |
| Q1 2021 |
46 |
$188M |
+$44.9M |
-$26.5M |
+$18.5M |
LMT, PFE, MRK, EMQQ, MCD
|
13F-HR |
5/12/2021, 03:27 PM |
| Q4 2020 |
83 |
$169M |
$0 |
$0 |
|
LMT, PFE, JNJ, MCD, MUB
|
13F-HR |
2/12/2021, 10:56 AM |