Q3 2024 |
167 |
$235M |
+$28.6M |
-$7.14M |
+$21.4M |
BSCP, BSCQ, BSCO, VCSH, SPYG
|
13F-HR |
10/17/2024, 10:37 AM |
Q2 2024 |
155 |
$206M |
+$20.9M |
-$129M |
-$108M |
BSCP, BSCO, BSCQ, VCSH, SPYG
|
13F-HR |
7/16/2024, 09:23 AM |
Q1 2024 |
235 |
$312M |
+$34.8M |
-$7.89M |
+$26.9M |
VOO, SCHX, BSCP, BSCO, BSCQ
|
13F-HR |
4/10/2024, 03:25 PM |
Q4 2023 |
220 |
$272M |
+$29.7M |
-$16.9M |
+$12.8M |
SCHX, VOO, BSCO, BSCP, BSCQ
|
13F-HR |
1/11/2024, 10:33 AM |
Q3 2023 |
198 |
$240M |
+$109M |
-$3.76M |
+$106M |
SCHX, VOO, BSCO, BSCP, BSCN
|
13F-HR |
10/12/2023, 03:11 PM |
Q2 2023 |
113 |
$137M |
+$16.2M |
-$104M |
-$88M |
BSCO, BSCN, BSCP, VCSH, BSCQ
|
13F-HR |
7/19/2023, 10:59 AM |
Q1 2023 |
159 |
$221M |
+$39M |
-$65.3M |
-$26.2M |
SCHX, PG, VOO, BSCN, BSCO
|
13F-HR |
4/10/2023, 03:57 PM |
Q4 2022 |
191 |
$239M |
+$37.2M |
-$23.9M |
+$13.3M |
VOO, SCHX, SCHD, BSCN, BSCO
|
13F-HR |
1/10/2023, 10:21 AM |
Q3 2022 |
178 |
$213M |
+$21.6M |
-$21.4M |
+$235K |
VOO, SCHX, SCHD, BSCM, BSCN
|
13F-HR |
10/7/2022, 11:02 AM |
Q2 2022 |
175 |
$225M |
+$27.8M |
-$18.3M |
+$9.53M |
VOO, PG, SCHX, SCHD, BSCM
|
13F-HR |
7/29/2022, 12:27 PM |
Q1 2022 |
188 |
$241M |
+$23.9M |
-$39.3M |
-$15.4M |
VOO, SCHX, SCHD, BSCM, BSCN
|
13F-HR |
4/28/2022, 10:20 AM |
Q4 2021 |
198 |
$279M |
+$50.7M |
-$20.3M |
+$30.3M |
VOO, SCHX, PG, SCHD, BSCM
|
13F-HR |
1/18/2022, 09:45 AM |
Q3 2021 |
172 |
$236M |
+$54.7M |
-$6M |
+$48.7M |
VOO, SCHX, SCHD, BSCL, BSCM
|
13F-HR |
10/25/2021, 10:31 AM |
Q2 2021 |
154 |
$188M |
+$15.7M |
-$43.6M |
-$27.9M |
SCHX, BSCL, SCHD, BSCM, BSJL
|
13F-HR |
7/21/2021, 10:52 AM |
Q1 2021 |
156 |
$211M |
+$16.8M |
-$6.58M |
+$10.2M |
VOO, SCHX, BSCL, SCHD, BSCM
|
13F-HR |
4/28/2021, 03:38 PM |
Q4 2020 |
145 |
$193M |
+$22.4M |
-$22.2M |
+$232K |
VOO, SCHX, BSCL, SCHD, BSCM
|
13F-HR |
1/21/2021, 12:01 PM |
Q3 2020 |
128 |
$177M |
+$10.1M |
-$5.69M |
+$4.43M |
VOO, BSCK, SCHX, BSCL, BSJK
|
13F-HR |
10/23/2020, 11:54 AM |
Q2 2020 |
125 |
$167M |
+$9.91M |
-$1.94M |
+$7.97M |
VOO, BSCK, SCHX, BSCL, BSJK
|
13F-HR |
7/20/2020, 06:59 PM |
Q1 2020 |
107 |
$143M |
+$23.7M |
-$8.67M |
+$15M |
VOO, BSCK, BSCL, BSJK, SCHX
|
13F-HR |
4/10/2020, 12:41 PM |
Q4 2019 |
113 |
$150M |
$0 |
$0 |
|
VOO, BSCK, BSCL, BSJK, SCHX
|
13F-HR |
2/10/2020, 04:27 PM |