Q3 2024 |
227 |
$914M |
+$56M |
-$38.6M |
+$17.4M |
VIG, AAPL, IUSB, INTF, IVW
|
13F-HR |
11/12/2024, 12:46 PM |
Q2 2024 |
223 |
$853M |
+$75.4M |
-$35.8M |
+$39.6M |
VIG, AAPL, XOM, IVW, LRGF
|
13F-HR |
7/5/2024, 04:39 PM |
Q1 2024 |
222 |
$800M |
+$99.9M |
-$83.4M |
+$16.5M |
VIG, AAPL, LRGF, IUSB, DYNF
|
13F-HR |
5/6/2024, 03:07 PM |
Q4 2023 |
221 |
$740M |
+$42M |
-$226M |
-$184M |
VIG, LRGF, AAPL, MSFT, ITOT
|
13F-HR |
2/6/2024, 11:27 AM |
Q3 2023 |
340 |
$852M |
+$97M |
-$79.3M |
+$17.7M |
VIG, LRGF, AAPL, INTF, MSFT
|
13F-HR |
11/13/2023, 09:28 AM |
Q2 2023 |
329 |
$865M |
+$40.7M |
-$18.7M |
+$22M |
VIG, AAPL, LRGF, INTF, IUSB
|
13F-HR |
8/14/2023, 11:05 AM |
Q1 2023 |
302 |
$803M |
+$121M |
-$126M |
-$4.84M |
VIG, AAPL, LRGF, INTF, IUSB
|
13F-HR |
5/8/2023, 04:37 PM |
Q4 2022 |
275 |
$777M |
+$79.7M |
-$65.6M |
+$14.1M |
VIG, LRGF, AAPL, INTF, MTUM
|
13F-HR |
2/14/2023, 02:31 PM |
Q3 2022 |
272 |
$701M |
+$53.9M |
-$29.3M |
+$24.5M |
VIG, LRGF, AAPL, INTF, GOVT
|
13F-HR |
11/10/2022, 09:30 PM |
Q2 2022 |
271 |
$733M |
+$148M |
-$66.2M |
+$81.4M |
VIG, LRGF, AAPL, INTF, MTUM
|
13F-HR |
8/5/2022, 04:44 PM |
Q1 2022 |
259 |
$754M |
+$42M |
-$60M |
-$17.9M |
VIG, AAPL, MTUM, GSIE, VLUE
|
13F-HR |
5/13/2022, 06:41 PM |
Q4 2021 |
252 |
$804M |
+$48.9M |
-$17.6M |
+$31.3M |
VIG, AAPL, GSIE, MTUM, VLUE
|
13F-HR |
2/14/2022, 09:59 PM |
Q3 2021 |
230 |
$721M |
+$33.4M |
-$13.3M |
+$20.1M |
VIG, GSIE, AAPL, MTUM, VLUE
|
13F-HR |
11/12/2021, 05:38 PM |
Q2 2021 |
218 |
$707M |
+$60.4M |
-$32.7M |
+$27.7M |
VIG, AAPL, GSIE, MTUM, VLUE
|
13F-HR |
8/12/2021, 04:59 PM |
Q1 2021 |
197 |
$643M |
+$157M |
-$46.9M |
+$110M |
VIG, MTUM, AAPL, VLUE, GSIE
|
13F-HR |
5/13/2021, 02:51 PM |
Q4 2020 |
170 |
$507M |
+$24.2M |
-$4.82M |
+$19.4M |
VIG, AAPL, VIGI, ITOT, VTI
|
13F-HR |
2/10/2021, 04:57 PM |
Q3 2020 |
152 |
$441M |
+$49.8M |
-$12.5M |
+$37.3M |
VIG, AAPL, VIGI, ITOT, JNJ
|
13F-HR |
11/12/2020, 12:08 PM |
Q2 2020 |
129 |
$397M |
+$36.4M |
-$71.5M |
-$35M |
VIG, AAPL, VIGI, ITOT, JNJ
|
13F-HR |
8/11/2020, 03:38 PM |
Q1 2020 |
119 |
$375M |
+$18M |
-$9.67M |
+$8.36M |
VIG, VCIT, SLQD, AAPL, VYMI
|
13F-HR |
5/12/2020, 05:03 PM |
Q4 2019 |
127 |
$450M |
$0 |
$0 |
|
VIG, VCIT, VYMI, AAPL, SLQD
|
13F-HR |
2/10/2020, 09:56 AM |