Q3 2024 |
154 |
$159M |
+$12.2M |
-$5.39M |
+$6.77M |
SCHD, VUG, VTV, JEPI, FBND
|
13F-HR |
10/23/2024, 04:46 PM |
Q2 2024 |
142 |
$147M |
+$13.2M |
-$6.81M |
+$6.34M |
SCHD, VUG, JEPI, VTV, FBND
|
13F-HR |
7/19/2024, 05:52 PM |
Q1 2024 |
136 |
$138M |
+$19.3M |
-$6.17M |
+$13.1M |
SCHD, JEPI, VUG, VTV, FBND
|
13F-HR |
4/17/2024, 06:50 PM |
Q4 2023 |
131 |
$117M |
+$13.7M |
-$6.67M |
+$7.08M |
SCHD, JEPI, VUG, JPST, VTV
|
13F-HR |
1/19/2024, 04:58 PM |
Q3 2023 |
124 |
$104M |
+$10.8M |
-$5.39M |
+$5.39M |
SCHD, JEPI, AAPL, VUG, VTV
|
13F-HR |
10/23/2023, 09:03 PM |
Q2 2023 |
125 |
$100M |
+$9.79M |
-$3.54M |
+$6.25M |
SCHD, AAPL, JEPI, VUG, VTV
|
13F-HR |
7/24/2023, 03:32 PM |
Q1 2023 |
118 |
$92.2M |
+$16.3M |
-$4.82M |
+$11.5M |
SCHD, AAPL, JEPI, VTV, VUG
|
13F-HR |
4/20/2023, 11:50 AM |
Q4 2022 |
113 |
$78.5M |
+$10.8M |
-$6.63M |
+$4.22M |
SCHD, AAPL, VTV, VUG, JPST
|
13F-HR |
1/27/2023, 05:22 PM |
Q3 2022 |
112 |
$70.8M |
+$5.85M |
-$4M |
+$1.85M |
SCHD, AAPL, SCHG, QUAL, VTV
|
13F-HR |
11/8/2022, 03:47 PM |
Q2 2022 |
117 |
$73.2M |
+$14.6M |
-$11.4M |
+$3.21M |
SCHD, AAPL, QUAL, SCHG, SFBS
|
13F-HR |
8/8/2022, 08:24 PM |
Q1 2022 |
103 |
$78M |
+$9.87M |
-$2.28M |
+$7.59M |
SCHD, SCHG, AAPL, QUAL, SFBS
|
13F-HR |
4/14/2022, 05:01 PM |
Q4 2021 |
98 |
$75.5M |
+$6.93M |
-$2.75M |
+$4.19M |
SCHD, SCHG, AAPL, QUAL, SFBS
|
13F-HR |
1/18/2022, 06:53 PM |
Q3 2021 |
92 |
$65.2M |
+$4.01M |
-$1.77M |
+$2.24M |
SCHD, SCHG, AAPL, QUAL, SFBS
|
13F-HR |
10/7/2021, 06:48 PM |
Q2 2021 |
93 |
$63.1M |
+$5.53M |
-$1.05M |
+$4.48M |
SCHD, SCHG, AAPL, QUAL, SFBS
|
13F-HR |
7/29/2021, 04:13 PM |
Q1 2021 |
87 |
$55.9M |
+$4.8M |
-$3.29M |
+$1.5M |
SCHD, SCHG, AAPL, QUAL, MINT
|
13F-HR |
4/19/2021, 10:08 AM |
Q4 2020 |
84 |
$51.1M |
+$10.9M |
-$2.84M |
+$8.04M |
SCHD, AAPL, SCHG, MINT, QUAL
|
13F-HR |
1/27/2021, 05:53 PM |
Q3 2020 |
67 |
$38.8M |
+$9.51M |
-$1.34M |
+$8.17M |
SCHD, AAPL, SCHG, MINT, QUAL
|
13F-HR |
10/26/2020, 10:19 AM |
Q2 2020 |
50 |
$31M |
+$7.18M |
-$2.33M |
+$4.85M |
SCHD, MINT, SCHG, AAPL, SFBS
|
13F-HR |
7/13/2020, 05:03 PM |
Q1 2020 |
33 |
$22M |
+$3.45M |
-$9.34M |
-$5.89M |
SCHD, MINT, SCHG, SFBS, AAPL
|
13F-HR |
4/16/2020, 05:01 PM |
Q4 2019 |
40 |
$32.5M |
$0 |
$0 |
|
MINT, SFBS, SCHD, SCHB, SCHG
|
13F-HR |
2/11/2020, 07:23 PM |