| Q2 2024 |
149 |
$414M |
+$44.5M |
-$29.6M |
+$14.9M |
MOAT, IVV, SMOT, IJH, GCOW
|
13F-HR |
7/22/2024, 02:02 PM |
| Q1 2024 |
154 |
$397M |
+$55.1M |
-$10M |
+$45.1M |
MOAT, IVV, CALF, SMOT, GCOW
|
13F-HR |
4/22/2024, 02:47 PM |
| Q4 2023 |
136 |
$343M |
+$31M |
-$18.6M |
+$12.3M |
MOAT, IVV, CALF, GCOW, SMOT
|
13F-HR |
1/22/2024, 04:37 PM |
| Q3 2023 |
145 |
$302M |
+$35.2M |
-$6.71M |
+$28.5M |
MOAT, IVV, IJH, GCOW, SMOT
|
13F-HR |
10/23/2023, 07:00 PM |
| Q2 2023 |
140 |
$287M |
+$27.4M |
-$7.26M |
+$20.1M |
MOAT, IVV, IJH, AAPL, GCOW
|
13F-HR |
7/28/2023, 10:32 AM |
| Q1 2023 |
126 |
$249M |
+$28.4M |
-$17.1M |
+$11.3M |
MOAT, IVV, IJH, AAPL, GCOW
|
13F-HR |
4/21/2023, 01:23 PM |
| Q4 2022 |
131 |
$225M |
+$28.5M |
-$10.5M |
+$17.9M |
MOAT, IVV, IJH, VHT, IJR
|
13F-HR |
2/9/2023, 05:41 PM |
| Q3 2022 |
132 |
$203M |
+$25.2M |
-$3.56M |
+$21.7M |
MOAT, IVV, IJH, AAPL, IJR
|
13F-HR |
11/3/2022, 03:29 PM |
| Q2 2022 |
123 |
$188M |
+$32.6M |
-$5.34M |
+$27.3M |
MOAT, IVV, IJH, AAPL, VHT
|
13F-HR |
7/11/2022, 05:14 PM |
| Q1 2022 |
115 |
$197M |
+$10.6M |
-$23M |
-$12.5M |
MOAT, IVV, AAPL, IJH, VHT
|
13F-HR |
4/21/2022, 03:35 PM |
| Q4 2021 |
129 |
$218M |
+$11.1M |
-$7.69M |
+$3.45M |
MOAT, IVV, IJH, AAPL, VHT
|
13F-HR |
1/19/2022, 02:41 PM |
| Q3 2021 |
127 |
$197M |
+$8.21M |
-$3.64M |
+$4.57M |
MOAT, IVV, IJH, AAPL, VHT
|
13F-HR |
10/13/2021, 02:37 PM |
| Q2 2021 |
123 |
$196M |
+$7.08M |
-$10.1M |
-$3.03M |
MOAT, IVV, IJH, AAPL, VHT
|
13F-HR |
7/20/2021, 12:16 PM |
| Q1 2021 |
126 |
$193M |
+$29M |
-$6.97M |
+$22M |
MOAT, IVV, IJH, AAPL, VHT
|
13F-HR |
5/6/2021, 03:50 PM |
| Q4 2020 |
108 |
$160M |
$0 |
$0 |
|
MOAT, IVV, IJH, AAPL, VHT
|
13F-HR |
2/8/2021, 03:07 PM |