Q3 2023 |
70 |
$120M |
+$21.9M |
-$772K |
+$21.1M |
SCHD, VFVA, VDC, VUG, TDIV
|
13F-HR |
11/8/2023, 12:14 PM |
Q2 2023 |
66 |
$110M |
+$10.4M |
-$11.8M |
-$1.45M |
SCHD, VDC, SPLV, VUG, TDIV
|
13F-HR |
7/13/2023, 04:05 PM |
Q1 2023 |
67 |
$108M |
+$11.6M |
-$39.3M |
-$27.7M |
SCHD, VDC, VFVA, TDIV, RSPU
|
13F-HR |
5/12/2023, 11:58 AM |
Q4 2022 |
70 |
$134M |
+$5.6M |
-$14.4M |
-$8.78M |
SCHD, STPZ, FTSL, VDC, VFVA
|
13F-HR |
1/24/2023, 04:49 PM |
Q3 2022 |
68 |
$133M |
+$28.8M |
-$12.1M |
+$16.7M |
STPZ, SCHD, FTSL, VDC, SPLV
|
13F-HR |
10/12/2022, 11:29 AM |
Q2 2022 |
71 |
$123M |
+$17.8M |
-$58.1M |
-$40.4M |
SCHD, FTSL, STPZ, SPLV, XLF
|
13F-HR |
7/18/2022, 03:06 PM |
Q1 2022 |
82 |
$181M |
+$30.3M |
-$36.3M |
-$6.01M |
FPE, FTSL, SCHD, XLF, RSPU
|
13F-HR |
5/10/2022, 12:03 PM |
Q4 2021 |
88 |
$198M |
+$34.4M |
-$17.2M |
+$17.1M |
FPE, FTSL, SCHD, XLF, FLTR
|
13F-HR |
2/4/2022, 12:04 PM |
Q3 2021 |
82 |
$170M |
+$8.34M |
-$22.9M |
-$14.6M |
SCHD, FTSL, XLF, SPLV, FLTR
|
13F-HR |
11/9/2021, 12:38 PM |
Q2 2021 |
85 |
$190M |
+$33.8M |
-$38.8M |
-$4.99M |
SCHD, FPE, FTSL, XLF, SPLV
|
13F-HR |
8/13/2021, 02:53 PM |
Q1 2021 |
84 |
$187M |
+$16M |
-$7.61M |
+$8.36M |
BIV, FPE, FTSL, SCHD, FLTR
|
13F-HR |
4/27/2021, 06:24 PM |
Q4 2020 |
55 |
$175M |
+$45.1M |
-$43.9M |
+$1.19M |
BIV, FPE, FTSL, SCHD, FLTR
|
13F-HR |
1/25/2021, 03:41 PM |
Q3 2020 |
48 |
$161M |
+$12.3M |
-$11.9M |
+$351K |
BIV, VGSH, SCHD, FTSL, SPLV
|
13F-HR |
10/27/2020, 01:05 PM |
Q2 2020 |
56 |
$154M |
+$82.1M |
-$52.4M |
+$29.7M |
BIV, VGSH, SCHD, FTSL, SPLV
|
13F-HR |
7/31/2020, 11:56 AM |
Q1 2020 |
39 |
$115M |
+$13.2M |
-$70.2M |
-$57M |
FTSM, FTSL, QYLD, RSPU, SPLV
|
13F-HR |
7/31/2020, 11:55 AM |
Q4 2019 |
57 |
$190M |
+$16.4M |
-$9.28M |
+$7.13M |
FPE, FTSM, FTSL, RSPU, RSP
|
13F-HR |
7/31/2020, 11:54 AM |
Q3 2019 |
54 |
$178M |
+$41.9M |
-$31M |
+$10.8M |
FPE, FTSM, FTSL, RSPU, RSP
|
13F-HR |
8/4/2020, 03:52 PM |
Q2 2019 |
55 |
$164M |
+$7.48M |
-$1.12M |
+$6.35M |
FTSM, FPE, FTSL, RSPU, FVD
|
13F-HR |
8/4/2020, 03:50 PM |
Q1 2019 |
50 |
$155M |
+$30.1M |
-$738K |
+$29.4M |
FTSM, FPE, FTSL, RSPU, FVD
|
13F-HR |
8/4/2020, 03:50 PM |
Q4 2018 |
42 |
$116M |
+$61M |
-$71.3M |
-$10.3M |
FTSM, FPE, FTSL, RSPU, FVD
|
13F-HR |
8/4/2020, 03:47 PM |
Q3 2018 |
46 |
$141M |
+$10.6M |
-$9.45M |
+$1.12M |
FTSL, FVD, IJR, IJH, RSP
|
13F-HR |
8/4/2020, 03:46 PM |
Q2 2018 |
46 |
$134M |
+$22.8M |
-$23.5M |
-$709K |
FTSL, HYLS, IJR, FVD, IJH
|
13F-HR |
8/4/2020, 03:44 PM |
Q1 2018 |
51 |
$134M |
+$11.9M |
-$12M |
-$108K |
FTSL, HYLS, FVD, FDD, IJR
|
13F-HR |
8/4/2020, 03:42 PM |
Q4 2017 |
48 |
$133M |
$0 |
$0 |
|
FTSL, IJR, FVD, RSP, FDD
|
13F-HR |
8/4/2020, 03:41 PM |