Q3 2024 |
167 |
$543M |
+$29.3M |
-$14.2M |
+$15.1M |
IVV, IWF, VIG, VCIT, FNDF
|
13F-HR |
10/15/2024, 05:27 PM |
Q2 2024 |
160 |
$506M |
+$48.1M |
-$24.7M |
+$23.4M |
IVV, IWF, VIG, VCIT, FNDF
|
13F-HR |
7/16/2024, 02:07 PM |
Q1 2024 |
158 |
$482M |
+$57.7M |
-$41M |
+$16.8M |
IVV, FNDF, VCIT, VGT, VIG
|
13F-HR |
4/12/2024, 02:35 PM |
Q4 2023 |
145 |
$439M |
+$38.4M |
-$17.6M |
+$20.8M |
VGT, FNDF, IVV, VCIT, JPSE
|
13F-HR |
1/8/2024, 09:43 PM |
Q3 2023 |
133 |
$383M |
+$35.5M |
-$32.4M |
+$3.09M |
VGT, FNDF, IVV, VCIT, VIG
|
13F-HR |
10/10/2023, 09:04 PM |
Q2 2023 |
137 |
$391M |
+$38.7M |
-$24.5M |
+$14.3M |
VIG, VGT, VCIT, IVV, FNDF
|
13F-HR |
7/11/2023, 09:11 PM |
Q1 2023 |
139 |
$361M |
+$71M |
-$50.9M |
+$20.1M |
VIG, VCIT, IVV, VGT, JPIE
|
13F-HR |
4/14/2023, 02:59 PM |
Q4 2022 |
130 |
$330M |
+$27.4M |
-$15.8M |
+$11.6M |
VIG, JEPI, VNLA, IVV, JPIE
|
13F-HR |
2/9/2023, 08:53 PM |
Q3 2022 |
117 |
$301M |
+$58M |
-$47.9M |
+$10.1M |
JEPI, VIG, VNLA, JPIE, IVV
|
13F-HR |
11/14/2022, 02:49 PM |
Q2 2022 |
115 |
$308M |
+$66M |
-$44.1M |
+$21.9M |
VNLA, VIG, SRLN, JEPI, JPIE
|
13F-HR |
8/4/2022, 05:31 PM |
Q1 2022 |
122 |
$327M |
+$81.9M |
-$74.4M |
+$7.5M |
SRLN, VIG, IVV, JPIE, VNLA
|
13F-HR |
5/6/2022, 07:47 PM |
Q4 2021 |
118 |
$329M |
+$44.9M |
-$13.3M |
+$31.7M |
SRLN, VIG, IVV, IGIB, VEA
|
13F-HR |
2/3/2022, 09:48 PM |
Q3 2021 |
100 |
$282M |
+$36.7M |
-$20.2M |
+$16.5M |
BOND, VIG, IGIB, SRLN, IVV
|
13F-HR |
11/12/2021, 09:54 AM |
Q2 2021 |
94 |
$270M |
+$36.4M |
-$10.4M |
+$26M |
BOND, VIG, IGIB, VEA, IVV
|
13F-HR |
8/13/2021, 02:20 PM |
Q1 2021 |
90 |
$232M |
$0 |
$0 |
|
VIG, BOND, IGIB, IVV, VEA
|
13F-HR |
4/20/2021, 03:21 PM |