Q3 2024 |
137 |
$174M |
+$9.34M |
-$3.8M |
+$5.54M |
UITB, DGRO, QQQ, AVUV, IJH
|
13F-HR |
10/16/2024, 02:27 PM |
Q2 2024 |
133 |
$159M |
+$3.77M |
-$3.06M |
+$709K |
UITB, DGRO, QQQ, AVUV, IJH
|
13F-HR |
7/17/2024, 12:33 PM |
Q1 2024 |
133 |
$158M |
+$14.7M |
-$11.3M |
+$3.42M |
UITB, DGRO, AVUV, QQQ, IJH
|
13F-HR |
4/16/2024, 01:20 PM |
Q4 2023 |
126 |
$151M |
+$11.7M |
-$11.1M |
+$597K |
UITB, DGRO, QQQ, AVUV, VEA
|
13F-HR |
1/10/2024, 03:58 PM |
Q3 2023 |
125 |
$138M |
+$11.3M |
-$8.49M |
+$2.83M |
UITB, DGRO, QQQ, VEA, IJH
|
13F-HR |
10/11/2023, 08:18 PM |
Q2 2023 |
125 |
$140M |
+$15.7M |
-$13.5M |
+$2.21M |
DGRO, UITB, QQQ, AGG, VEA
|
13F-HR |
7/24/2023, 02:48 PM |
Q1 2023 |
121 |
$133M |
+$16.6M |
-$7.29M |
+$9.35M |
AGG, DGRO, QQQ, VEA, IJH
|
13F-HR |
4/6/2023, 12:00 PM |
Q4 2022 |
114 |
$120M |
+$5.29M |
-$2.4M |
+$2.89M |
DGRO, AGG, IJH, VEA, QQQ
|
13F-HR |
1/23/2023, 12:21 PM |
Q3 2022 |
107 |
$107M |
+$4.3M |
-$2.8M |
+$1.5M |
DGRO, AGG, IJH, VEA, QQQ
|
13F-HR |
10/11/2022, 12:33 PM |
Q2 2022 |
110 |
$116M |
+$17.5M |
-$6.55M |
+$10.9M |
DGRO, AGG, VEA, IJH, QQQ
|
13F-HR |
7/20/2022, 08:04 AM |
Q1 2022 |
116 |
$121M |
+$10.5M |
-$9.82M |
+$714K |
DGRO, VEA, IJH, QQQ, AAPL
|
13F-HR |
4/12/2022, 04:35 PM |
Q4 2021 |
115 |
$123M |
+$3.55M |
-$2.52M |
+$1.03M |
DGRO, QQQ, IJH, VEA, IJR
|
13F-HR |
1/21/2022, 10:23 AM |
Q3 2021 |
118 |
$113M |
$0 |
$0 |
|
DGRO, IJH, QQQ, VEA, IJR
|
New Holdings |
1/18/2022, 04:39 PM |
Q3 2021 |
118 |
$113M |
+$5.03M |
-$2.29M |
+$2.74M |
DGRO, IJH, QQQ, VEA, IJR
|
13F-HR |
10/12/2021, 03:46 PM |
Q2 2021 |
114 |
$111M |
+$5.38M |
-$1.1M |
+$4.28M |
DGRO, IJH, QQQ, VEA, IJR
|
13F-HR |
7/27/2021, 11:39 AM |
Q1 2021 |
108 |
$101M |
+$11.1M |
-$12.3M |
-$1.15M |
DGRO, IJH, VEA, QQQ, IJR
|
13F-HR |
4/14/2021, 02:11 PM |
Q4 2020 |
107 |
$95.3M |
$0 |
$0 |
|
DGRO, QQQ, VEA, IJH, AAPL
|
13F-HR |
3/9/2021, 09:38 AM |