Q3 2024 |
172 |
$718M |
+$64.1M |
-$41.5M |
+$22.6M |
CGCP, VOO, VXUS, CGDV, CGUS
|
13F-HR |
11/5/2024, 03:24 PM |
Q2 2024 |
164 |
$663M |
+$44.3M |
-$19.2M |
+$25M |
CGCP, VOO, VXUS, AGG, SCHD
|
13F-HR |
8/28/2024, 09:06 AM |
Q1 2024 |
160 |
$634M |
+$60.3M |
-$43.8M |
+$16.5M |
CGCP, VOO, VXUS, SCHD, AGG
|
13F-HR |
5/8/2024, 01:32 PM |
Q4 2023 |
153 |
$584M |
+$54.3M |
-$33.9M |
+$20.5M |
CGCP, VOO, SCHD, AGG, CGDV
|
13F-HR |
1/24/2024, 10:13 AM |
Q3 2023 |
150 |
$521M |
+$32.2M |
-$15.4M |
+$16.8M |
CGCP, VOO, SCHD, PG, CGDV
|
13F-HR |
11/6/2023, 11:33 AM |
Q2 2023 |
146 |
$523M |
+$55.1M |
-$24M |
+$31.1M |
CGCP, VOO, SCHD, PG, CGDV
|
13F-HR |
8/9/2023, 03:03 PM |
Q1 2023 |
145 |
$471M |
+$45.3M |
-$30.1M |
+$15.3M |
VOO, CGCP, SCHD, PG, CGDV
|
13F-HR |
5/9/2023, 04:31 PM |
Q4 2022 |
149 |
$438M |
+$51.9M |
-$10.5M |
+$41.4M |
SCHD, VOO, CGCP, PG, SCHZ
|
13F-HR |
2/13/2023, 03:47 PM |
Q3 2022 |
144 |
$368M |
+$72.9M |
-$27.3M |
+$45.6M |
VOO, SCHD, CGCP, PG, SCHZ
|
13F-HR |
11/10/2022, 02:37 PM |
Q2 2022 |
135 |
$348M |
+$72.5M |
-$26.7M |
+$45.7M |
SCHD, VOO, SCHZ, PG, CGCP
|
13F-HR |
8/5/2022, 04:11 PM |
Q1 2022 |
143 |
$346M |
+$43.8M |
-$18.9M |
+$24.9M |
SCHD, VOO, PG, AAPL, AGG
|
13F-HR |
5/4/2022, 10:43 AM |
Q4 2021 |
135 |
$348M |
+$26.2M |
-$14.2M |
+$12M |
VOO, SCHD, PG, AAPL, AGG
|
13F-HR |
2/4/2022, 03:03 PM |
Q3 2021 |
135 |
$310M |
+$18.4M |
-$5.31M |
+$13.1M |
SCHD, VOO, PG, AGG, AAPL
|
13F-HR |
11/2/2021, 06:36 PM |
Q2 2021 |
132 |
$297M |
+$43.1M |
-$14.6M |
+$28.5M |
SCHD, VOO, AGG, PG, AAPL
|
13F-HR |
8/9/2021, 04:46 PM |
Q1 2021 |
123 |
$255M |
+$27.3M |
-$13.2M |
+$14.1M |
SCHD, VOO, PG, AAPL, SCHG
|
13F-HR |
5/13/2021, 04:58 PM |
Q4 2020 |
111 |
$230M |
+$12.5M |
-$4.3M |
+$8.18M |
VOO, SCHD, PG, AAPL, SCHG
|
13F-HR |
2/9/2021, 12:49 PM |
Q3 2020 |
108 |
$197M |
+$23.1M |
-$2.53M |
+$20.6M |
VOO, SCHD, PG, AAPL, SCHG
|
13F-HR |
11/10/2020, 08:59 PM |
Q2 2020 |
97 |
$175M |
+$57.6M |
-$14.2M |
+$43.4M |
VOO, SCHD, PG, AAPL, SCHG
|
13F-HR |
8/10/2020, 09:22 PM |
Q1 2020 |
93 |
$113M |
$0 |
$0 |
|
SCHD, PG, VOO, AAPL, VIG
|
13F-HR |
5/11/2020, 08:15 PM |