Q3 2024 |
53 |
$122M |
+$7.26M |
-$951K |
+$6.31M |
SCHR, FDL, IYW, SCHE, SCHD
|
13F-HR |
11/5/2024, 12:56 PM |
Q2 2024 |
50 |
$108M |
+$2.47M |
-$107M |
-$104M |
SCHR, FDL, IYW, SCHE, SCHD
|
13F-HR |
8/7/2024, 01:32 PM |
Q1 2024 |
91 |
$210M |
+$25.1M |
-$2.75M |
+$22.4M |
VTI, SCHR, FDL, IYW, SCHE
|
13F-HR |
5/13/2024, 05:52 PM |
Q4 2023 |
87 |
$179M |
+$16.2M |
-$19.4M |
-$3.2M |
VTI, SCHR, FDL, IYW, SCHE
|
13F-HR |
1/25/2024, 02:10 PM |
Q3 2023 |
83 |
$168M |
+$5.61M |
-$4.05M |
+$1.55M |
VTI, SCHR, SCHP, FDL, SCHE
|
13F-HR |
11/7/2023, 01:58 PM |
Q2 2023 |
83 |
$172M |
+$9.04M |
-$4.03M |
+$5.01M |
VTI, SCHP, SCHR, FDL, SCHE
|
13F-HR |
8/10/2023, 12:25 PM |
Q1 2023 |
81 |
$162M |
+$16.5M |
-$7.24M |
+$9.21M |
VTI, SCHP, SCHR, FDL, SCHE
|
13F-HR |
5/8/2023, 03:13 PM |
Q4 2022 |
84 |
$146M |
+$8.41M |
-$14.6M |
-$6.15M |
VTI, SCHR, FDL, SCHP, IYF
|
13F-HR |
2/8/2023, 05:31 PM |
Q3 2022 |
85 |
$145M |
+$15.5M |
-$3.17M |
+$12.3M |
VTI, SCHR, SCHP, FDL, SCHE
|
13F-HR |
11/10/2022, 02:16 PM |
Q2 2022 |
80 |
$140M |
+$10.5M |
-$7.72M |
+$2.73M |
VTI, SCHR, FDL, SCHP, SCHE
|
13F-HR |
8/8/2022, 02:08 PM |
Q1 2022 |
83 |
$158M |
+$19M |
-$14.3M |
+$4.67M |
VTI, FDL, SCHP, SCHR, IEF
|
13F-HR |
5/6/2022, 04:44 PM |
Q4 2021 |
86 |
$163M |
+$6.98M |
-$4.04M |
+$2.94M |
VTI, SCHR, FDL, IEF, IYW
|
13F-HR |
2/2/2022, 10:34 AM |
Q3 2021 |
81 |
$152M |
+$2.54M |
-$11.5M |
-$8.96M |
VTI, SCHR, FDL, IEF, SCHE
|
13F-HR |
10/29/2021, 04:25 PM |
Q2 2021 |
82 |
$163M |
+$6.23M |
-$3.94M |
+$2.29M |
VTI, SCHR, FDL, SCHE, IYW
|
13F-HR |
8/9/2021, 04:46 PM |
Q1 2021 |
89 |
$155M |
+$10.2M |
-$6.68M |
+$3.56M |
VTI, SCHR, FDL, SCHE, IEF
|
13F-HR |
5/7/2021, 09:44 AM |
Q4 2020 |
87 |
$146M |
+$19.8M |
-$2.64M |
+$17.1M |
VTI, SCHR, FDL, SCHE, IEF
|
13F-HR |
2/8/2021, 03:02 PM |
Q3 2020 |
76 |
$124M |
+$16.4M |
-$16.9M |
-$482K |
SCHR, VTI, IEF, FDL, SCHP
|
13F-HR |
11/4/2020, 10:30 AM |
Q2 2020 |
79 |
$121M |
+$117M |
-$21.1M |
+$96.1M |
VTI, SCHR, IEF, FDL, IYW
|
13F-HR |
8/12/2020, 03:02 PM |
Q1 2020 |
29 |
$23M |
+$20.3M |
-$93.8M |
-$73.5M |
RSPG, AAPL, MSFT, CNC, VRSK
|
13F-HR |
5/8/2020, 04:39 PM |
Q4 2019 |
44 |
$96.9M |
$0 |
$0 |
|
VTI, IEF, SCHE, VDC, IYF
|
13F-HR |
2/13/2020, 11:08 AM |