Q3 2024 |
132 |
$266M |
+$17.3M |
-$11.7M |
+$5.57M |
CAPE, USMV, AAPL, SCHD, RSPH
|
13F-HR |
11/14/2024, 11:57 AM |
Q2 2024 |
124 |
$245M |
+$20.9M |
-$19.9M |
+$956K |
CAPE, USMV, AAPL, SCHD, RSPH
|
13F-HR |
8/12/2024, 01:01 PM |
Q1 2024 |
119 |
$244M |
+$20.5M |
-$4.89M |
+$15.7M |
CAPE, USMV, SCHD, EUSA, RSPH
|
13F-HR |
5/13/2024, 08:09 PM |
Q4 2023 |
106 |
$215M |
+$5.85M |
-$9.37M |
-$3.52M |
CAPE, USMV, SCHD, EUSA, AAPL
|
13F-HR |
2/13/2024, 09:34 AM |
Q3 2023 |
103 |
$200M |
+$18.5M |
-$5.32M |
+$13.2M |
CAPE, USMV, SCHD, EUSA, AAPL
|
13F-HR |
11/14/2023, 08:40 AM |
Q2 2023 |
100 |
$206M |
+$14.5M |
-$9.03M |
+$5.48M |
CAPE, SCHD, USMV, AAPL, EUSA
|
13F-HR |
8/11/2023, 02:48 PM |
Q1 2023 |
87 |
$191M |
+$59.6M |
-$16.5M |
+$43.1M |
CAPE, SCHD, USMV, LMT, AAPL
|
13F-HR |
5/12/2023, 02:10 PM |
Q4 2022 |
53 |
$147M |
+$31.2M |
-$43.2M |
-$12.1M |
SCHD, USMV, IWL, LMT, GILD
|
13F-HR |
2/13/2023, 07:52 PM |
Q3 2022 |
77 |
$143M |
+$20.5M |
-$7.15M |
+$13.4M |
SCHD, AAPL, LMT, IWF, HII
|
13F-HR |
11/1/2022, 07:54 AM |
Q2 2022 |
76 |
$145M |
+$8.85M |
-$11.3M |
-$2.43M |
SCHD, LMT, AAPL, IWF, HII
|
13F-HR |
8/9/2022, 12:25 PM |
Q1 2022 |
90 |
$168M |
+$26.1M |
-$25.2M |
+$896K |
SCHD, VYM, AAPL, IWF, LMT
|
13F-HR |
5/13/2022, 08:59 AM |
Q4 2021 |
97 |
$172M |
+$12.5M |
-$19.2M |
-$6.68M |
IWF, AAPL, ABBV, CSCO, VYM
|
13F-HR |
2/10/2022, 04:52 PM |
Q3 2021 |
320 |
$162M |
+$14.6M |
-$3.64M |
+$11M |
IWF, AAPL, VYM, CSCO, ABBV
|
13F-HR |
11/15/2021, 02:17 PM |
Q2 2021 |
309 |
$154M |
+$2.4M |
-$364K |
+$2.03M |
IWF, VYM, AAPL, CCI, ABBV
|
13F-HR |
8/16/2021, 01:37 PM |
Q1 2021 |
306 |
$144M |
+$3.6M |
-$1.6M |
+$2M |
IWF, VYM, ABBV, CSCO, AAPL
|
13F-HR |
5/17/2021, 10:26 AM |
Q4 2020 |
315 |
$132M |
+$1.77M |
-$5.94M |
-$4.17M |
IWF, VYM, AAPL, ABBV, CCI
|
13F-HR |
2/19/2021, 07:33 AM |
Q3 2020 |
334 |
$123M |
+$12M |
-$6.46M |
+$5.52M |
IWF, VYM, CCI, AAPL, LMT
|
13F-HR |
11/13/2020, 03:29 PM |
Q2 2020 |
331 |
$119M |
+$8.75M |
-$14.2M |
-$5.5M |
IWF, CCI, ABBV, CSCO, VYM
|
13F-HR |
8/18/2020, 11:38 AM |
Q1 2020 |
319 |
$109M |
+$12.3M |
-$11.5M |
+$823K |
DLR, CCI, VYM, IWF, LMT
|
13F-HR |
5/15/2020, 03:49 PM |
Q4 2019 |
271 |
$139M |
$0 |
$0 |
|
VYM, IWF, LMT, MRK, CSCO
|
13F-HR |
5/15/2020, 03:45 PM |