| Q2 2024 |
205 |
$326M |
+$24.7M |
-$46M |
-$21.3M |
IVV, SPLG, VYM, IUSB, IVW
|
13F-HR |
7/16/2024, 09:32 AM |
| Q1 2024 |
208 |
$345M |
+$35.5M |
-$28.8M |
+$6.7M |
SPLG, IVV, ABBV, VYM, IUSB
|
13F-HR |
4/15/2024, 10:48 AM |
| Q4 2023 |
198 |
$321M |
+$23.1M |
-$20.4M |
+$2.75M |
IVV, SPLG, VYM, ABBV, DFIV
|
13F-HR |
1/12/2024, 11:54 AM |
| Q3 2023 |
190 |
$293M |
+$30.5M |
-$21.7M |
+$8.78M |
SPLG, IVV, ABBV, VYM, MUB
|
13F-HR |
10/19/2023, 04:34 PM |
| Q2 2023 |
191 |
$292M |
+$9.85M |
-$17.5M |
-$7.63M |
SPLG, VYM, ABBV, QUAL, EFG
|
13F-HR |
7/20/2023, 12:22 PM |
| Q1 2023 |
193 |
$291M |
+$51.8M |
-$32.5M |
+$19.3M |
VYM, ABBV, SPLG, IVV, QUAL
|
13F-HR |
4/13/2023, 01:40 PM |
| Q4 2022 |
183 |
$261M |
+$40.4M |
-$13.6M |
+$26.8M |
VYM, ESGU, ABBV, SPLG, IVV
|
13F-HR |
1/20/2023, 12:57 PM |
| Q3 2022 |
169 |
$217M |
+$33.1M |
-$685K |
+$32.4M |
VYM, ESGU, ABBV, SPLG, ABT
|
13F-HR |
10/18/2022, 12:30 PM |
| Q2 2022 |
146 |
$9.09M |
$0 |
$0 |
|
MUB, BND, AAPL, VNQ, FAD
|
13F-HR |
7/26/2022, 01:50 PM |
| Q1 2022 |
153 |
$210M |
+$18.1M |
-$44.8M |
-$26.7M |
ABBV, VYM, ABT, VYMI, JPST
|
13F-HR |
4/19/2022, 12:39 PM |
| Q4 2021 |
172 |
$244M |
$0 |
$0 |
|
VYM, ESGU, ABT, ABBV, VYMI
|
13F-HR |
2/15/2022, 03:27 PM |