Q3 2024 |
168 |
$693M |
+$57.9M |
-$8.87M |
+$49M |
QUAL, SCHD, RSP, VIG, GTO
|
13F-HR |
10/8/2024, 03:46 PM |
Q2 2024 |
156 |
$610M |
+$58M |
-$23.1M |
+$34.9M |
QUAL, SCHD, RSP, VIG, AAPL
|
13F-HR |
7/12/2024, 03:20 PM |
Q1 2024 |
159 |
$580M |
+$41.5M |
-$8.52M |
+$33M |
QUAL, SCHD, RSP, VIG, AAPL
|
13F-HR |
4/16/2024, 09:30 AM |
Q4 2023 |
152 |
$518M |
+$55.9M |
-$13.4M |
+$42.4M |
QUAL, SCHD, RSP, VIG, AAPL
|
13F-HR |
1/9/2024, 12:30 PM |
Q3 2023 |
145 |
$436M |
+$35.1M |
-$3.72M |
+$31.4M |
QUAL, SCHD, RSP, VIG, HTRB
|
13F-HR |
10/10/2023, 10:42 AM |
Q2 2023 |
141 |
$419M |
+$7.72M |
-$15.2M |
-$7.51M |
QUAL, SCHD, RSP, VIG, IQLT
|
13F-HR |
7/12/2023, 02:12 PM |
Q1 2023 |
141 |
$410M |
+$22.4M |
-$8.29M |
+$14.1M |
SCHD, RSP, QUAL, VIG, IQLT
|
13F-HR |
4/5/2023, 09:25 AM |
Q4 2022 |
139 |
$381M |
+$55.1M |
-$12.3M |
+$42.8M |
SCHD, RSP, QUAL, VIG, IQLT
|
13F-HR |
1/13/2023, 11:58 AM |
Q3 2022 |
129 |
$308M |
+$40.7M |
-$7.76M |
+$32.9M |
SCHD, QUAL, RSP, VIG, AAPL
|
13F-HR |
10/12/2022, 01:35 PM |
Q2 2022 |
123 |
$294M |
+$14.3M |
-$8.9M |
+$5.4M |
SCHD, QUAL, RSP, VIG, IQLT
|
13F-HR |
7/18/2022, 11:28 AM |
Q1 2022 |
134 |
$337M |
+$38.7M |
-$17.9M |
+$20.8M |
QUAL, SCHD, RSP, VIG, IQLT
|
13F-HR |
4/20/2022, 02:04 PM |
Q4 2021 |
129 |
$330M |
+$48M |
-$4.43M |
+$43.6M |
QUAL, RSP, SCHD, VIG, JPST
|
13F-HR |
1/27/2022, 01:40 PM |
Q3 2021 |
125 |
$267M |
+$21.1M |
-$6.1M |
+$15M |
RSP, QUAL, SCHD, VIG, AAPL
|
13F-HR |
11/1/2021, 09:54 AM |
Q2 2021 |
124 |
$255M |
+$24M |
-$6.09M |
+$17.9M |
SCHD, RSP, QUAL, VIG, AAPL
|
13F-HR |
8/6/2021, 03:32 PM |
Q1 2021 |
124 |
$223M |
+$27.8M |
-$7.98M |
+$19.8M |
SCHD, RSP, QUAL, VIG, AAPL
|
13F-HR |
5/3/2021, 04:18 PM |
Q4 2020 |
112 |
$190M |
+$21.2M |
-$7.13M |
+$14.1M |
SCHD, RSP, QUAL, VIG, AAPL
|
13F-HR |
2/2/2021, 10:39 AM |
Q3 2020 |
121 |
$155M |
+$17.8M |
-$7.78M |
+$10.1M |
SCHD, RSP, QUAL, VIG, SPY
|
13F-HR |
11/12/2020, 09:37 AM |
Q2 2020 |
114 |
$141M |
+$31.5M |
-$24.2M |
+$7.32M |
SCHD, RSP, VIG, QUAL, TPYP
|
13F-HR |
7/28/2020, 09:28 PM |
Q1 2020 |
104 |
$113M |
+$21.7M |
-$37M |
-$15.3M |
RSP, SCHD, VIG, TPYP, SCHF
|
13F-HR |
5/5/2020, 11:03 AM |
Q4 2019 |
120 |
$163M |
+$11.3M |
-$7.58M |
+$3.75M |
RSP, SCHD, TPYP, VIG, PEP
|
13F-HR |
1/24/2020, 06:42 PM |
Q3 2019 |
115 |
$151M |
+$9.67M |
-$5.73M |
+$3.94M |
RSP, SCHD, TPYP, PEP, SCHF
|
Restatement |
11/12/2019, 10:21 AM |
Q2 2019 |
111 |
$146M |
+$8.61M |
-$5.38M |
+$3.23M |
RSP, TPYP, SCHF, PEP, SCHD
|
13F-HR |
8/5/2019, 10:02 AM |
Q1 2019 |
112 |
$141M |
+$11.9M |
-$16.7M |
-$4.81M |
RSP, TPYP, SCHF, PEP, VIG
|
13F-HR |
5/14/2019, 09:28 AM |
Q4 2018 |
95 |
$130M |
$0 |
$0 |
|
RSP, SCHF, TPYP, PEP, SCHO
|
13F-HR |
2/15/2019, 09:38 AM |