Q3 2024 |
73 |
$215M |
+$65.4M |
-$53.7M |
+$11.7M |
IVV, SCHG, VUG, SCHD, VIG
|
13F-HR |
10/17/2024, 10:55 AM |
Q2 2024 |
88 |
$193M |
+$11.7M |
-$5.1M |
+$6.6M |
IVV, MSFT, SCHG, SCHD, AAPL
|
13F-HR |
8/13/2024, 09:04 AM |
Q1 2024 |
89 |
$185M |
+$15.7M |
-$3.16M |
+$12.5M |
IVV, MSFT, SCHG, SCHD, SCHB
|
13F-HR |
5/10/2024, 02:37 PM |
Q4 2023 |
81 |
$160M |
+$12.8M |
-$4.51M |
+$8.34M |
IVV, MSFT, SCHD, AAPL, SCHB
|
13F-HR |
1/18/2024, 05:33 PM |
Q3 2023 |
79 |
$136M |
+$17.9M |
-$3.58M |
+$14.3M |
IVV, MSFT, SCHD, AAPL, SCHB
|
13F-HR |
10/30/2023, 02:11 PM |
Q2 2023 |
81 |
$127M |
+$8.47M |
-$4.22M |
+$4.25M |
IVV, MSFT, SCHD, AAPL, SCHB
|
13F-HR |
8/1/2023, 10:28 AM |
Q1 2023 |
82 |
$115M |
+$2.17M |
-$7.16M |
-$4.98M |
SCHD, MSFT, AAPL, SCHB, IVV
|
13F-HR |
5/8/2023, 03:37 PM |
Q4 2022 |
81 |
$116M |
+$932K |
-$7.39M |
-$6.45M |
SCHD, MSFT, SCHB, IVV, AAPL
|
13F-HR |
2/2/2023, 07:54 PM |
Q3 2022 |
83 |
$113M |
+$249K |
-$10.6M |
-$10.3M |
SCHD, MSFT, AAPL, SCHB, IVV
|
13F-HR |
10/25/2022, 09:53 AM |
Q2 2022 |
93 |
$134M |
+$5.39M |
-$11.4M |
-$6M |
SCHD, MSFT, AAPL, SCHB, IVV
|
13F-HR |
7/26/2022, 03:18 PM |
Q1 2022 |
101 |
$163M |
+$15.9M |
-$10.2M |
+$5.7M |
SCHB, IVV, MSFT, AAPL, SCHD
|
13F-HR |
5/13/2022, 10:52 AM |
Q4 2021 |
108 |
$174M |
+$8.26M |
-$1.57M |
+$6.68M |
SCHB, MSFT, IVV, AAPL, XLK
|
13F-HR |
2/1/2022, 01:34 PM |
Q3 2021 |
100 |
$156M |
+$4.36M |
-$3.26M |
+$1.11M |
SCHB, MSFT, IVV, AAPL, IEF
|
13F-HR |
10/28/2021, 03:44 PM |
Q2 2021 |
104 |
$155M |
+$9.88M |
-$5.43M |
+$4.45M |
SCHB, MSFT, IVV, XLI, IEF
|
13F-HR |
7/29/2021, 03:53 PM |
Q1 2021 |
101 |
$144M |
+$11.7M |
-$1.62M |
+$10.1M |
SCHB, MSFT, IVV, IEF, XLI
|
13F-HR |
4/29/2021, 11:17 AM |
Q4 2020 |
95 |
$127M |
+$13.7M |
-$3.95M |
+$9.71M |
SCHB, MSFT, IVV, AAPL, IEF
|
13F-HR |
1/22/2021, 05:19 PM |
Q3 2020 |
90 |
$106M |
+$8.01M |
-$2.59M |
+$5.42M |
SCHB, MSFT, IEF, AAPL, XLK
|
13F-HR |
10/21/2020, 05:11 PM |
Q2 2020 |
84 |
$98.3M |
+$6.15M |
-$7M |
-$851K |
SCHB, MSFT, IEF, AAPL, XLK
|
13F-HR |
7/15/2020, 04:52 PM |
Q1 2020 |
72 |
$85.6M |
+$2.3M |
-$5.19M |
-$2.89M |
SCHB, MSFT, IEF, T, VZ
|
13F-HR |
4/16/2020, 04:39 PM |
Q4 2019 |
82 |
$108M |
$0 |
$0 |
|
SCHB, MSFT, T, IEF, DIS
|
13F-HR |
1/31/2020, 05:05 PM |