| Q2 2024 |
362 |
$1.25B |
+$81M |
-$48.5M |
+$32.4M |
SCHD, JBND, PJFG, SCHX, SCHG
|
13F-HR |
8/14/2024, 09:35 AM |
| Q1 2024 |
361 |
$1.21B |
+$413M |
-$212M |
+$201M |
SCHX, JBND, SCHD, PJFG, LMBS
|
13F-HR |
4/16/2024, 01:20 PM |
| Q4 2023 |
305 |
$965M |
+$58.8M |
-$42.4M |
+$16.4M |
PJFG, BBAG, HCRB, SCHX, AAPL
|
13F-HR |
2/7/2024, 11:07 AM |
| Q3 2023 |
276 |
$871M |
+$36.9M |
-$15.1M |
+$21.9M |
BBAG, HCRB, PJFG, SCHX, AAPL
|
13F-HR |
11/3/2023, 10:18 AM |
| Q2 2023 |
286 |
$881M |
+$30.7M |
-$14.2M |
+$16.5M |
BBAG, HCRB, PJFG, AAPL, SCHX
|
13F-HR |
8/10/2023, 09:29 AM |
| Q1 2023 |
266 |
$831M |
+$149M |
-$108M |
+$41.8M |
HCRB, BBAG, PJFG, AAPL, SCHX
|
13F-HR |
4/24/2023, 04:18 PM |
| Q4 2022 |
257 |
$757M |
+$64.2M |
-$27.4M |
+$36.8M |
BBAG, HCRB, SCHX, LMBS, FPE
|
13F-HR |
1/30/2023, 04:46 PM |
| Q3 2022 |
233 |
$681M |
+$70.1M |
-$31.1M |
+$39.1M |
BBAG, HCRB, SCHX, FPE, AAPL
|
13F-HR |
10/27/2022, 01:24 PM |
| Q2 2022 |
242 |
$680M |
+$85.4M |
-$79.2M |
+$6.18M |
HCRB, BBAG, SCHX, FPE, AAPL
|
13F-HR |
8/8/2022, 04:05 PM |
| Q1 2022 |
267 |
$786M |
+$233M |
-$139M |
+$93.8M |
HCRB, BBAG, SCHX, AAPL, FPE
|
13F-HR |
5/9/2022, 05:37 PM |
| Q4 2021 |
254 |
$754M |
+$174M |
-$7.13M |
+$167M |
BBAG, SCHX, AAPL, HCRB, CHRW
|
13F-HR |
1/26/2022, 03:21 PM |
| Q3 2021 |
208 |
$555M |
+$17.6M |
-$10.3M |
+$7.29M |
BBAG, HCRB, SCHX, FBT, CHRW
|
13F-HR |
10/28/2021, 03:40 PM |
| Q2 2021 |
203 |
$553M |
+$81M |
-$13.4M |
+$67.6M |
BBAG, HCRB, SCHX, FBT, CHRW
|
13F-HR |
7/29/2021, 03:48 PM |
| Q1 2021 |
193 |
$459M |
+$176M |
-$300M |
-$123M |
HCRB, SCHX, CHRW, FBT, HTRB
|
13F-HR |
5/12/2021, 03:10 PM |
| Q4 2020 |
203 |
$573M |
$0 |
$0 |
|
JAGG, TIP, CHRW, FBT, SCHX
|
13F-HR |
2/1/2021, 06:36 PM |