| Q2 2024 |
404 |
$1.03B |
+$120M |
-$70M |
+$50.2M |
SCHG, BUFR, JCPB, AAPL, RSP
|
13F-HR |
8/12/2024, 03:29 PM |
| Q1 2024 |
392 |
$988M |
+$179M |
-$163M |
+$15.2M |
SCHG, FNDF, BUFR, RSP, SCHD
|
13F-HR |
5/13/2024, 11:46 AM |
| Q4 2023 |
1,264 |
$903M |
+$100M |
-$72.7M |
+$27.4M |
SCHG, BUFR, FNDF, AAPL, RSP
|
13F-HR |
2/12/2024, 02:23 PM |
| Q3 2023 |
1,356 |
$797M |
+$51.7M |
-$33.6M |
+$18.1M |
SCHG, BUFR, VBR, SCHD, FNDF
|
13F-HR |
11/13/2023, 08:52 AM |
| Q2 2023 |
1,381 |
$810M |
+$53.1M |
-$40M |
+$13.2M |
SCHG, BUFR, VBR, SCHD, AAPL
|
13F-HR |
8/14/2023, 02:21 PM |
| Q1 2023 |
1,289 |
$763M |
+$109M |
-$36.9M |
+$71.9M |
SCHG, SCHD, BUFR, VBR, UMAY
|
13F-HR |
5/11/2023, 07:30 PM |
| Q4 2022 |
1,152 |
$665M |
+$50.8M |
-$51M |
-$203K |
SCHG, SCHD, BUFR, UMAY, SLYG
|
13F-HR |
2/3/2023, 02:59 PM |
| Q3 2022 |
1,182 |
$625M |
+$58.1M |
-$40M |
+$18.1M |
SCHG, SCHD, UMAY, BUFR, SLYG
|
13F-HR |
11/14/2022, 09:34 AM |
| Q2 2022 |
1,073 |
$648M |
+$104M |
-$127M |
-$23.3M |
SCHG, SCHD, UMAY, SLYG, BUFR
|
13F-HR |
8/2/2022, 12:38 PM |
| Q1 2022 |
1,146 |
$784M |
+$93.1M |
-$38.8M |
+$54.3M |
SCHD, SCHG, SCHV, VOO, BUFR
|
13F-HR |
5/11/2022, 12:08 PM |
| Q4 2021 |
1,173 |
$795M |
+$101M |
-$49.1M |
+$52.4M |
SCHD, SCHG, VOO, SCHV, BUFR
|
13F-HR |
2/14/2022, 02:06 PM |
| Q3 2021 |
1,153 |
$703M |
+$117M |
-$71.9M |
+$45.4M |
SCHG, SCHD, IWF, SCHV, KJUL
|
13F-HR |
11/12/2021, 02:38 PM |
| Q2 2021 |
1,163 |
$667M |
+$127M |
-$68.9M |
+$57.7M |
SCHG, SCHD, SCHV, VBR, PDP
|
13F-HR |
8/9/2021, 11:30 AM |
| Q1 2021 |
791 |
$578M |
+$82.6M |
-$47.9M |
+$34.7M |
SCHD, SCHG, SCHV, VBR, PDP
|
13F-HR |
5/14/2021, 11:26 AM |
| Q4 2020 |
1,041 |
$516M |
$0 |
$0 |
|
SCHG, SCHD, PDP, SCHV, QQQ
|
13F-HR |
2/16/2021, 02:40 PM |