| Q2 2024 |
83 |
$299M |
+$13.5M |
-$3.07M |
+$10.5M |
YALL, SCHD, SPYD, VGT, USFR
|
13F-HR |
7/22/2024, 12:44 PM |
| Q1 2024 |
82 |
$288M |
+$12.7M |
-$3.6M |
+$9.14M |
YALL, SCHD, SPYD, JEPI, VGT
|
13F-HR |
5/2/2024, 11:41 AM |
| Q4 2023 |
75 |
$261M |
+$37.7M |
-$25.1M |
+$12.6M |
YALL, SCHD, SPYD, VGT, JEPI
|
13F-HR |
1/31/2024, 11:57 AM |
| Q3 2023 |
76 |
$229M |
+$28.3M |
-$22.5M |
+$5.85M |
YALL, SCHD, SPYD, JEPI, LQD
|
13F-HR |
11/9/2023, 04:15 PM |
| Q2 2023 |
75 |
$230M |
+$25.6M |
-$14.8M |
+$10.9M |
YALL, SCHD, SPYD, VGT, JEPI
|
13F-HR |
7/11/2023, 03:28 PM |
| Q1 2023 |
66 |
$211M |
+$26.7M |
-$31.3M |
-$4.62M |
YALL, SCHD, SPYD, VGT, JEPI
|
13F-HR |
5/2/2023, 11:39 AM |
| Q4 2022 |
65 |
$207M |
+$69.2M |
-$71.4M |
-$2.22M |
YALL, SCHD, VGT, SPYD, LQD
|
13F-HR |
2/14/2023, 11:15 AM |
| Q3 2022 |
61 |
$197M |
+$18.9M |
-$20.3M |
-$1.36M |
LQD, AOK, BND, TIP, VYM
|
13F-HR |
11/3/2022, 01:22 PM |
| Q2 2022 |
57 |
$212M |
+$66.9M |
-$77.2M |
-$10.4M |
LQD, AOK, BND, TIP, VYM
|
13F-HR |
8/5/2022, 10:54 AM |
| Q1 2022 |
75 |
$243M |
+$58.9M |
-$40.7M |
+$18.2M |
VGT, VHT, LQD, VUG, AOK
|
13F-HR |
4/27/2022, 05:01 PM |
| Q4 2021 |
74 |
$236M |
+$64.2M |
-$36.2M |
+$28M |
VGT, LQD, AOK, BND, VUG
|
13F-HR |
2/10/2022, 01:16 PM |
| Q3 2021 |
61 |
$196M |
+$20.3M |
-$5.54M |
+$14.8M |
VGT, VUG, LQD, VHT, AOK
|
13F-HR |
11/9/2021, 02:09 PM |
| Q2 2021 |
63 |
$182M |
+$46M |
-$8.89M |
+$37.1M |
VGT, VUG, VHT, LQD, AOK
|
13F-HR |
8/26/2021, 10:17 AM |
| Q1 2021 |
58 |
$139M |
+$36.7M |
-$18M |
+$18.7M |
LQD, BND, AOK, VUG, VYM
|
13F-HR |
5/19/2021, 11:56 AM |
| Q4 2020 |
58 |
$117M |
$0 |
$0 |
|
VUG, VGT, VHT, LQD, AOK
|
13F-HR |
3/1/2021, 12:59 PM |