| Q4 2025 |
310 |
$1,093,270,649 |
+$97,319,209 |
-$80,568,168 |
+$16,751,041 |
VIG, AAPL, GOOG, IVE, MSFT
|
13F-HR |
17 Feb 2026, 18:24 |
| Q3 2025 |
265 |
$1,052,967,117 |
+$75,942,662 |
-$43,835,742 |
+$32,106,920 |
VIG, AAPL, IVW, MSFT, SCHR
|
13F-HR |
14 Nov 2025, 10:56 |
| Q2 2025 |
234 |
$953,116,079 |
+$68,711,247 |
-$59,770,152 |
+$8,941,095 |
VIG, AAPL, IUSB, IVW, SCHR
|
13F-HR |
06 Aug 2025, 16:23 |
| Q1 2025 |
234 |
$889,533,994 |
+$67,705,127 |
-$101,055,623 |
-$33,350,496 |
VIG, AAPL, IUSB, SCHR, IVW
|
13F-HR |
13 May 2025, 15:38 |
| Q4 2024 |
244 |
$936,372,253 |
+$77,583,317 |
-$33,120,497 |
+$44,462,820 |
VIG, AAPL, IVW, INTF, IUSB
|
13F-HR |
10 Feb 2025, 18:11 |
| Q3 2024 |
227 |
$914,111,174 |
+$56,004,662 |
-$38,575,654 |
+$17,429,008 |
VIG, AAPL, IUSB, INTF, IVW
|
13F-HR |
12 Nov 2024, 12:46 |
| Q2 2024 |
223 |
$852,819,369 |
+$75,432,316 |
-$35,829,724 |
+$39,602,592 |
VIG, AAPL, XOM, IVW, LRGF
|
13F-HR |
05 Jul 2024, 16:39 |
| Q1 2024 |
222 |
$800,396,943 |
+$99,897,916 |
-$83,372,129 |
+$16,525,787 |
VIG, AAPL, LRGF, IUSB, DYNF
|
13F-HR |
06 May 2024, 15:07 |
| Q4 2023 |
221 |
$740,126,369 |
+$41,956,042 |
-$225,870,014 |
-$183,913,972 |
VIG, LRGF, AAPL, MSFT, ITOT
|
13F-HR |
06 Feb 2024, 11:27 |
| Q3 2023 |
340 |
$851,961,857 |
+$96,998,232 |
-$79,260,187 |
+$17,738,045 |
VIG, LRGF, AAPL, INTF, MSFT
|
13F-HR |
13 Nov 2023, 09:28 |
| Q2 2023 |
329 |
$865,489,177 |
+$40,736,726 |
-$18,742,424 |
+$21,994,302 |
VIG, AAPL, LRGF, INTF, IUSB
|
13F-HR |
14 Aug 2023, 11:05 |
| Q1 2023 |
302 |
$802,663,706 |
+$120,909,249 |
-$125,752,292 |
-$4,843,043 |
VIG, AAPL, LRGF, INTF, IUSB
|
13F-HR |
08 May 2023, 16:37 |
| Q4 2022 |
275 |
$776,954,145 |
+$79,686,526 |
-$65,593,298 |
+$14,093,228 |
VIG, LRGF, AAPL, INTF, MTUM
|
13F-HR |
14 Feb 2023, 14:31 |
| Q3 2022 |
272 |
$700,922,000 |
+$53,850,571 |
-$29,332,219 |
+$24,518,352 |
VIG, LRGF, AAPL, INTF, GOVT
|
13F-HR |
10 Nov 2022, 21:30 |
| Q2 2022 |
271 |
$733,018,000 |
+$147,629,536 |
-$66,233,010 |
+$81,396,526 |
VIG, LRGF, AAPL, INTF, MTUM
|
13F-HR |
05 Aug 2022, 16:44 |
| Q1 2022 |
259 |
$753,615,000 |
+$42,031,990 |
-$59,981,022 |
-$17,949,032 |
VIG, AAPL, MTUM, GSIE, VLUE
|
13F-HR |
13 May 2022, 18:41 |
| Q4 2021 |
252 |
$804,018,000 |
+$48,877,891 |
-$17,606,897 |
+$31,270,994 |
VIG, AAPL, GSIE, MTUM, VLUE
|
13F-HR |
14 Feb 2022, 21:59 |
| Q3 2021 |
230 |
$720,740,000 |
+$33,445,198 |
-$13,312,557 |
+$20,132,641 |
VIG, GSIE, AAPL, MTUM, VLUE
|
13F-HR |
12 Nov 2021, 17:38 |
| Q2 2021 |
218 |
$706,527,000 |
+$60,408,080 |
-$32,695,852 |
+$27,712,228 |
VIG, AAPL, GSIE, MTUM, VLUE
|
13F-HR |
12 Aug 2021, 16:59 |
| Q1 2021 |
197 |
$642,883,000 |
+$157,136,695 |
-$46,877,805 |
+$110,258,890 |
VIG, MTUM, AAPL, VLUE, GSIE
|
13F-HR |
13 May 2021, 14:51 |
| Q4 2020 |
170 |
$507,290,000 |
+$24,228,498 |
-$4,816,746 |
+$19,411,752 |
VIG, AAPL, VIGI, ITOT, VTI
|
13F-HR |
10 Feb 2021, 16:57 |
| Q3 2020 |
152 |
$441,386,000 |
+$49,797,382 |
-$12,501,720 |
+$37,295,662 |
VIG, AAPL, VIGI, ITOT, JNJ
|
13F-HR |
12 Nov 2020, 12:08 |
| Q2 2020 |
129 |
$396,552,000 |
+$36,419,460 |
-$71,453,209 |
-$35,033,749 |
VIG, AAPL, VIGI, ITOT, JNJ
|
13F-HR |
11 Aug 2020, 15:38 |
| Q1 2020 |
119 |
$374,961,000 |
+$18,025,008 |
-$9,667,671 |
+$8,357,337 |
VIG, VCIT, SLQD, AAPL, VYMI
|
13F-HR |
12 May 2020, 17:03 |
| Q4 2019 |
127 |
$449,932,000 |
$0 |
$0 |
$0 |
VIG, VCIT, VYMI, AAPL, SLQD
|
13F-HR |
10 Feb 2020, 09:56 |