Q3 2024 |
124 |
$554M |
+$25.7M |
-$17M |
+$8.65M |
MGK, MOAT, SCHD, VNLA, MINT
|
13F-HR |
11/12/2024, 11:54 AM |
Q2 2024 |
122 |
$517M |
+$41.1M |
-$19.2M |
+$21.9M |
MGK, MOAT, SCHD, MINT, VNLA
|
13F-HR |
8/8/2024, 04:32 PM |
Q1 2024 |
126 |
$500M |
+$35.9M |
-$22.6M |
+$13.2M |
MOAT, MGK, SCHD, JSMD, MINT
|
13F-HR |
5/13/2024, 06:28 PM |
Q4 2023 |
121 |
$457M |
+$32.3M |
-$22M |
+$10.3M |
MOAT, MGK, SCHD, USMV, JSMD
|
13F-HR |
2/8/2024, 06:44 PM |
Q3 2023 |
110 |
$410M |
+$24.9M |
-$16.8M |
+$8.11M |
MOAT, MGK, USMV, SCHD, JAAA
|
13F-HR |
11/6/2023, 03:34 PM |
Q2 2023 |
112 |
$414M |
+$22.4M |
-$19.3M |
+$3.06M |
MOAT, MGK, USMV, SCHD, JSMD
|
13F-HR |
8/10/2023, 12:43 PM |
Q1 2023 |
112 |
$391M |
+$34.9M |
-$22.6M |
+$12.3M |
MOAT, USMV, MGK, SCHD, JSMD
|
13F-HR |
5/12/2023, 12:42 PM |
Q4 2022 |
484 |
$364M |
+$55.4M |
-$4.18M |
+$51.2M |
USMV, MOAT, SCHD, MGK, JSMD
|
13F-HR |
2/10/2023, 10:27 AM |
Q3 2022 |
463 |
$290M |
+$7.2M |
-$80.1M |
-$72.9M |
USMV, MOAT, MGK, SCHD, JSMD
|
13F-HR |
11/14/2022, 04:23 PM |
Q2 2022 |
379 |
$386M |
+$71.6M |
-$16.5M |
+$55.1M |
USMV, MOAT, MGK, SCHD, JSMD
|
13F-HR |
8/8/2022, 07:45 PM |
Q1 2022 |
355 |
$384M |
+$40.3M |
-$18.5M |
+$21.9M |
USMV, MOAT, MGK, JSMD, SCHD
|
13F-HR |
5/11/2022, 12:29 PM |
Q4 2021 |
375 |
$374M |
+$13.9M |
-$9.21M |
+$4.66M |
USMV, MGK, MOAT, JSMD, SCHD
|
13F-HR |
2/14/2022, 04:52 PM |
Q3 2021 |
349 |
$345M |
+$30M |
-$19.8M |
+$10.1M |
USMV, MOAT, MGK, JSMD, SCHD
|
13F-HR |
11/12/2021, 12:39 PM |
Q2 2021 |
345 |
$340M |
+$18.6M |
-$32.2M |
-$13.7M |
USMV, MOAT, MGK, GTO, SMMV
|
13F-HR |
8/31/2021, 01:12 PM |
Q1 2021 |
377 |
$336M |
+$25.4M |
-$10.7M |
+$14.7M |
USMV, MOAT, MGK, SMMV, GTO
|
13F-HR |
5/5/2021, 03:22 PM |
Q4 2020 |
354 |
$297M |
+$36.2M |
-$24.6M |
+$11.7M |
USMV, MOAT, MGK, GTO, SMMV
|
13F-HR |
1/15/2021, 03:57 PM |
Q3 2020 |
330 |
$267M |
+$28.7M |
-$11.5M |
+$17.2M |
VNLA, USMV, MOAT, MGK, SMMV
|
13F-HR |
11/5/2020, 01:17 PM |
Q2 2020 |
395 |
$232M |
+$35.2M |
-$10.9M |
+$24.2M |
VNLA, USMV, MOAT, MGK, SMMV
|
13F-HR |
8/6/2020, 12:32 PM |
Q1 2020 |
321 |
$186M |
+$48.4M |
-$10.7M |
+$37.8M |
VNLA, USMV, MOAT, MGK, SMMV
|
13F-HR |
5/6/2020, 04:23 PM |
Q4 2019 |
316 |
$179M |
$0 |
$0 |
|
USMV, MOAT, SMMV, MGK, SCHD
|
13F-HR |
2/5/2020, 05:40 PM |