Q3 2022 |
84 |
$59.9M |
+$1.84M |
-$7.41M |
-$5.56M |
DGRW, DEW, AAPL, IWY, COWZ
|
13F-HR |
11/10/2022, 10:22 AM |
Q2 2022 |
91 |
$68.1M |
+$14.6M |
-$15.9M |
-$1.35M |
DGRW, DEW, IWY, AAPL, COWZ
|
13F-HR |
7/26/2022, 11:20 AM |
Q1 2022 |
100 |
$84.9M |
+$7.04M |
-$4.49M |
+$2.55M |
VLUE, DGRW, AAPL, IWY, IWF
|
13F-HR |
5/10/2022, 09:30 AM |
Q4 2021 |
98 |
$87.7M |
+$3.5M |
-$12.1M |
-$8.62M |
VLUE, DGRW, AAPL, IWY, IWF
|
13F-HR |
2/14/2022, 09:01 AM |
Q3 2021 |
97 |
$86.9M |
+$11.9M |
-$7.65M |
+$4.22M |
VLUE, DGRW, AAPL, IWY, IWF
|
Restatement |
11/22/2021, 12:16 PM |
Q2 2021 |
99 |
$87.8M |
+$4.93M |
-$580K |
+$4.35M |
DGRW, VLUE, IWY, AAPL, IWF
|
13F-HR |
8/16/2021, 11:28 AM |
Q1 2021 |
95 |
$78.4M |
+$11.8M |
-$14.6M |
-$2.86M |
DGRW, VLUE, IWY, AAPL, IWF
|
13F-HR |
5/6/2021, 01:53 PM |
Q4 2020 |
85 |
$78M |
+$5.88M |
-$21.6M |
-$15.7M |
DGRW, USMV, AAPL, IWY, IWF
|
13F-HR |
2/12/2021, 03:07 PM |
Q3 2020 |
79 |
$87.5M |
+$5.02M |
-$4.62M |
+$401K |
DGRW, USMV, GSY, IWY, IJH
|
13F-HR |
11/3/2020, 11:58 AM |
Q2 2020 |
77 |
$84M |
+$15.6M |
-$4.78M |
+$10.8M |
DGRW, USMV, GSY, IJH, SPTS
|
13F-HR |
8/17/2020, 09:54 AM |
Q1 2020 |
72 |
$62M |
+$14.6M |
-$23.2M |
-$8.67M |
USMV, DGRW, IJH, IWY, IWF
|
Restatement |
5/18/2020, 01:00 PM |
Q4 2019 |
79 |
$88.3M |
$0 |
$0 |
|
USMV, HDV, EFAV, EEMV, IJH
|
13F-HR |
2/12/2020, 01:06 PM |