Q3 2024 |
81 |
$347M |
+$42.1M |
-$33.1M |
+$9.02M |
VCIT, SPHQ, SPLG, QQQ, MOAT
|
13F-HR |
10/25/2024, 01:05 PM |
Q2 2024 |
82 |
$324M |
+$65.4M |
-$47.9M |
+$17.5M |
SPHQ, VCIT, SPLG, QQQ, MOAT
|
13F-HR |
8/12/2024, 05:22 PM |
Q1 2024 |
94 |
$311M |
+$21.6M |
-$10.7M |
+$10.9M |
MOAT, SPLG, VCIT, SPHQ, QQQ
|
13F-HR |
5/6/2024, 04:40 PM |
Q4 2023 |
118 |
$275M |
+$87.1M |
-$34.3M |
+$52.8M |
MOAT, SPLG, VCIT, SPHQ, QQQ
|
13F-HR |
2/8/2024, 02:59 PM |
Q3 2023 |
82 |
$201M |
+$57.3M |
-$49.6M |
+$7.76M |
MOAT, SPLG, SCHD, QQQ, VIOO
|
13F-HR |
10/31/2023, 03:07 PM |
Q2 2023 |
83 |
$200M |
+$27.7M |
-$2.38M |
+$25.3M |
SPLG, SCHD, MOAT, IJR, IEMG
|
13F-HR |
8/2/2023, 03:42 PM |
Q1 2023 |
83 |
$165M |
+$51.4M |
-$37.6M |
+$13.7M |
SPLG, SCHD, IJR, IEMG, VIOO
|
13F-HR |
5/1/2023, 02:38 PM |
Q4 2022 |
155 |
$146M |
+$39.9M |
-$110M |
-$69.8M |
SCHD, SPLG, TBX, SPY, IJR
|
13F-HR |
2/7/2023, 02:44 PM |
Q3 2022 |
81 |
$204M |
+$29.7M |
-$32.6M |
-$2.9M |
FLRN, SCHD, RSP, TBX, SPYG
|
13F-HR |
11/9/2022, 11:41 AM |
Q2 2022 |
82 |
$212M |
+$11M |
-$20.3M |
-$9.26M |
FLRN, SCHD, RSP, TBX, SPY
|
13F-HR |
8/17/2022, 02:25 PM |
Q1 2022 |
86 |
$268M |
+$174M |
-$76.8M |
+$97M |
FLRN, RSP, SCHD, TBX, VO
|
13F-HR |
5/17/2022, 04:12 PM |
Q4 2021 |
86 |
$183M |
+$9.91M |
-$40.8M |
-$30.9M |
SPY, DIA, SCHD, IJR, AVGO
|
13F-HR |
2/2/2022, 12:15 PM |
Q3 2021 |
89 |
$198M |
+$8.47M |
-$15.1M |
-$6.68M |
SPY, IGSB, DIA, SCHD, IJR
|
13F-HR |
11/10/2021, 01:38 PM |
Q2 2021 |
87 |
$207M |
+$17.4M |
-$11.6M |
+$5.74M |
SPY, IGSB, DIA, SCHD, IEMG
|
13F-HR |
8/10/2021, 02:59 PM |
Q1 2021 |
81 |
$192M |
+$45.6M |
-$37.6M |
+$7.96M |
SPY, IGSB, DIA, IEMG, SCHD
|
13F-HR |
5/10/2021, 05:28 PM |
Q4 2020 |
64 |
$178M |
+$6.43M |
-$1.68M |
+$4.75M |
SPY, IGSB, DIA, QQQ, IJR
|
13F-HR |
2/16/2021, 02:17 PM |
Q3 2020 |
65 |
$158M |
+$48.9M |
-$11.8M |
+$37.1M |
IGSB, SPY, DIA, QQQ, IJR
|
13F-HR |
11/12/2020, 03:47 PM |
Q2 2020 |
77 |
$114M |
+$27M |
-$457K |
+$26.6M |
SPY, DIA, QQQ, AMZN, IJR
|
13F-HR |
8/13/2020, 02:59 PM |
Q1 2020 |
80 |
$70.1M |
+$35.5M |
-$75.5M |
-$40M |
SPY, DIA, AMZN, MSFT, UNH
|
13F-HR |
5/14/2020, 03:32 PM |
Q4 2019 |
65 |
$127M |
$0 |
$0 |
|
QQQ, SCHD, RSP, SPY, MDY
|
13F-HR |
4/20/2020, 09:54 PM |