Q3 2024 |
1,266 |
$616M |
+$40.8M |
-$11.1M |
+$29.7M |
SCHD, FNDF, VGT, VOO, IVV
|
13F-HR |
10/10/2024, 10:26 AM |
Q2 2024 |
1,275 |
$556M |
+$20.9M |
-$24.5M |
-$3.62M |
SCHD, FNDF, VGT, VOO, IVV
|
13F-HR |
7/9/2024, 06:55 PM |
Q1 2024 |
1,056 |
$560M |
+$22.5M |
-$7.86M |
+$14.7M |
SCHD, FNDF, VOO, VGT, IVV
|
13F-HR |
4/10/2024, 04:09 PM |
Q4 2023 |
1,044 |
$513M |
+$51.1M |
-$16.6M |
+$34.5M |
SCHD, FNDF, VOO, VGT, DFAC
|
13F-HR |
1/16/2024, 01:48 PM |
Q3 2023 |
225 |
$438M |
+$16.3M |
-$40.2M |
-$23.8M |
SCHD, FNDF, VOO, VGT, DFAC
|
13F-HR |
10/11/2023, 04:23 PM |
Q2 2023 |
1,010 |
$477M |
+$17.2M |
-$7.71M |
+$9.45M |
SCHD, FNDF, VOO, VGT, DFAC
|
13F-HR |
7/10/2023, 12:55 PM |
Q1 2023 |
979 |
$448M |
+$31.5M |
-$10.8M |
+$20.7M |
SCHD, FNDF, VOO, DFAC, IVV
|
13F-HR |
4/26/2023, 06:07 PM |
Q4 2022 |
944 |
$412M |
+$40.9M |
-$28.7M |
+$12.2M |
SCHD, FNDF, VOO, IVV, VEA
|
13F-HR |
2/21/2023, 06:31 PM |
Q3 2022 |
865 |
$368M |
+$62.1M |
-$34.4M |
+$27.7M |
SCHD, FNDF, IVV, VGT, DFAC
|
13F-HR |
11/22/2022, 03:44 PM |
Q2 2022 |
895 |
$368M |
+$46.4M |
-$35.4M |
+$11M |
SCHD, DFAI, IVV, DFAC, VGT
|
13F-HR |
7/11/2022, 02:52 PM |
Q1 2022 |
941 |
$418M |
+$55.4M |
-$14M |
+$41.4M |
SCHD, IEFA, IVV, VGT, DFAC
|
13F-HR |
4/22/2022, 11:26 AM |
Q4 2021 |
896 |
$402M |
+$111M |
-$2.29M |
+$109M |
SCHD, IEFA, IVV, VGT, DFAC
|
13F-HR |
1/24/2022, 07:07 PM |
Q3 2021 |
355 |
$60.7M |
$0 |
$0 |
|
IEFA, VIG, EFAV, MTUM, SCHF
|
13F-HR |
10/12/2021, 08:55 AM |
Q2 2021 |
941 |
$351M |
+$75.2M |
-$2.34M |
+$72.8M |
SCHD, IEFA, IVV, VGT, DFAC
|
13F-HR |
7/13/2021, 03:34 PM |
Q1 2021 |
773 |
$263M |
+$93.4M |
-$2.22M |
+$91.2M |
SCHD, IEFA, IVV, VGT, VOO
|
13F-HR |
4/14/2021, 03:50 PM |
Q4 2020 |
349 |
$163M |
+$10.7M |
-$2.64M |
+$8.11M |
IVV, SCHD, VOO, VGT, SCHX
|
13F-HR |
1/15/2021, 02:33 PM |
Q3 2020 |
355 |
$138M |
+$10.9M |
-$1.77M |
+$9.14M |
IVV, SCHD, VOO, SCHX, VGT
|
13F-HR |
10/27/2020, 02:27 PM |
Q2 2020 |
318 |
$122M |
+$20.9M |
-$13.6M |
+$7.3M |
IVV, SCHD, VOO, SCHX, VGT
|
13F-HR |
7/30/2020, 07:45 PM |
Q1 2020 |
303 |
$98.5M |
+$20.5M |
-$8.67M |
+$11.8M |
IVV, VOO, SCHD, IEFA, VIG
|
13F-HR |
5/28/2020, 03:11 PM |
Q4 2019 |
79 |
$109M |
$0 |
$0 |
|
IVV, SCHD, IEFA, VOO, VIG
|
13F-HR |
2/18/2020, 03:31 PM |