| Q3 2024 |
29 |
$121M |
+$13.1M |
-$36.5M |
-$23.4M |
IVV, VUG, COWZ, AAPL, NVDA
|
13F-HR |
10/2/2024, 10:40 AM |
| Q2 2024 |
33 |
$139M |
+$12.1M |
-$3.8M |
+$8.25M |
IVV, VUG, COWZ, AAPL, SECT
|
13F-HR |
7/2/2024, 10:27 AM |
| Q1 2024 |
33 |
$127M |
+$15.3M |
-$4.88M |
+$10.5M |
IVV, VUG, COWZ, SECT, SPY
|
13F-HR |
4/2/2024, 10:10 AM |
| Q4 2023 |
31 |
$108M |
+$15.4M |
-$35M |
-$19.7M |
IVV, COWZ, VUG, SECT, AAPL
|
13F-HR |
1/4/2024, 03:28 PM |
| Q3 2023 |
31 |
$118M |
+$17.3M |
-$13.4M |
+$3.89M |
IVV, VUG, COWZ, VTV, XOM
|
13F-HR |
10/3/2023, 10:25 AM |
| Q2 2023 |
37 |
$116M |
+$36M |
-$18.6M |
+$17.3M |
IVV, VUG, SCHD, XOM, COWZ
|
13F-HR |
7/5/2023, 03:20 PM |
| Q1 2023 |
29 |
$90.9M |
+$28M |
-$8.59M |
+$19.4M |
IVV, VTI, VUG, XOM, SCHD
|
13F-HR |
4/5/2023, 10:38 AM |
| Q4 2022 |
24 |
$67.5M |
+$3.35M |
-$36.7M |
-$33.3M |
IVV, SCHD, XOM, VUG, SPY
|
13F-HR |
1/10/2023, 11:59 AM |
| Q3 2022 |
24 |
$93.6M |
+$34.1M |
-$34M |
+$78.3K |
IVV, VUG, SCHD, SCHX, SPY
|
13F-HR |
11/2/2022, 04:24 PM |
| Q2 2022 |
35 |
$98.6M |
+$39.6M |
-$20.7M |
+$18.9M |
IVV, SCHD, VUG, VYM, SCHG
|
13F-HR |
7/5/2022, 04:10 PM |
| Q1 2022 |
30 |
$94.1M |
+$16.5M |
-$27.3M |
-$10.8M |
VYM, SCHD, IVV, VUG, SCHG
|
13F-HR |
4/4/2022, 10:21 AM |
| Q4 2021 |
38 |
$115M |
$0 |
$0 |
|
SCHD, VYM, VUG, IVV, SCHG
|
13F-HR |
1/13/2022, 03:28 PM |