Q1 2024 |
22 |
$55.6M |
+$2.25M |
-$2.77M |
-$526K |
SCHD, JEPQ, BND, SCHG, JEPI
|
13F-HR |
4/22/2024, 02:31 PM |
Q4 2023 |
24 |
$56.1M |
+$12.3M |
-$11.2M |
+$1.12M |
SCHD, JEPQ, BND, SCHG, JEPI
|
13F-HR |
1/17/2024, 11:34 AM |
Q3 2023 |
49 |
$52.4M |
+$15.5M |
-$49.1M |
-$33.6M |
SCHD, JEPI, BND, SCHG, JEPQ
|
13F-HR |
10/16/2023, 11:59 AM |
Q2 2023 |
48 |
$84.1M |
+$29.5M |
-$43.9M |
-$14.4M |
JEPQ, JEPI, BND, SCHM, AAPL
|
13F-HR |
7/17/2023, 09:30 AM |
Q1 2023 |
52 |
$108M |
+$6.57M |
-$5.97M |
+$604K |
SCHD, JPST, JEPI, SCHG, PGX
|
13F-HR |
4/26/2023, 12:16 PM |
Q4 2022 |
49 |
$105M |
+$5.61M |
-$14M |
-$8.4M |
SCHD, JPST, JEPI, SCHP, SCHG
|
13F-HR |
1/18/2023, 12:21 PM |
Q3 2022 |
47 |
$109M |
+$11.9M |
-$8.72M |
+$3.16M |
SCHD, JPST, SCHP, SCHG, JEPI
|
13F-HR |
10/27/2022, 03:51 PM |
Q2 2022 |
53 |
$112M |
+$8.46M |
-$19.8M |
-$11.3M |
SCHD, JPST, SCHP, SCHG, VIG
|
13F-HR |
7/20/2022, 02:52 PM |
Q1 2022 |
78 |
$138M |
+$32.9M |
-$22.8M |
+$10.1M |
SCHD, JPST, SCHG, SCHP, BND
|
13F-HR |
4/14/2022, 04:35 PM |
Q4 2021 |
49 |
$136M |
+$18M |
-$11.4M |
+$6.59M |
SCHD, SCHG, JPST, LDUR, SCHM
|
13F-HR |
1/20/2022, 01:47 PM |
Q3 2021 |
47 |
$134M |
+$11.5M |
-$18.5M |
-$7.05M |
SCHD, SCHG, JPST, BND, LDUR
|
13F-HR |
10/18/2021, 09:37 AM |
Q2 2021 |
49 |
$142M |
+$12.3M |
-$12.6M |
-$258K |
SCHD, SCHG, JPST, LDUR, SCHM
|
13F-HR |
7/15/2021, 04:40 PM |
Q1 2021 |
49 |
$135M |
+$30.9M |
-$24.5M |
+$6.44M |
SCHD, SCHG, LDUR, SCHM, JPST
|
13F-HR |
4/14/2021, 03:09 PM |
Q4 2020 |
48 |
$124M |
+$8.5M |
-$5.22M |
+$3.28M |
SCHG, SCHD, MINT, SCHM, BND
|
13F-HR |
1/19/2021, 10:18 AM |
Q3 2020 |
48 |
$110M |
+$34M |
-$5.58M |
+$28.4M |
SCHG, SCHD, MINT, BND, SCHM
|
13F-HR |
10/19/2020, 11:23 AM |
Q2 2020 |
126 |
$78.7M |
+$16.5M |
-$25.9M |
-$9.41M |
SCHG, SCHD, MINT, BND, CHI
|
13F-HR |
7/14/2020, 01:28 PM |
Q1 2020 |
35 |
$76.9M |
+$7.05M |
-$10.9M |
-$3.81M |
SCHG, SCHD, TOTL, MINT, BSCM
|
13F-HR |
4/22/2020, 02:51 PM |
Q4 2019 |
39 |
$92.5M |
+$4.16M |
-$3.85M |
+$307K |
SCHD, SCHG, TOTL, MINT, SCHM
|
13F-HR |
1/9/2020, 11:26 AM |
Q3 2019 |
37 |
$88.1M |
+$16M |
-$17.4M |
-$1.37M |
SCHG, SCHD, TOTL, MINT, SCHM
|
13F-HR |
10/8/2019, 08:52 AM |
Q2 2019 |
43 |
$88.7M |
+$4.12M |
-$3.88M |
+$249K |
SCHG, TOTL, SCHD, SDOG, SCHM
|
13F-HR |
7/15/2019, 12:10 PM |
Q1 2019 |
39 |
$86.4M |
+$7.88M |
-$11.8M |
-$3.96M |
SCHG, TOTL, SDOG, SCHD, SCHM
|
13F-HR |
4/5/2019, 03:16 PM |
Q4 2018 |
41 |
$82.7M |
$0 |
$0 |
|
SCHG, TOTL, SCHD, SDOG, SCHM
|
13F-HR |
1/15/2019, 01:39 PM |