| Q3 2024 |
185 |
$483M |
+$10.4M |
-$561M |
-$551M |
AAPL, MSFT, WMT, HD, BRKB
|
13F-HR |
10/4/2024, 12:11 PM |
| Q2 2024 |
222 |
$967M |
+$30.7M |
-$14.8M |
+$15.9M |
AAPL, MSFT, WMT, BRKB, HD
|
13F-HR |
7/9/2024, 01:46 PM |
| Q1 2024 |
231 |
$941M |
+$36.4M |
-$26.7M |
+$9.7M |
AAPL, MSFT, WMT, BRKB, HD
|
13F-HR |
5/6/2024, 11:08 AM |
| Q4 2023 |
231 |
$892M |
+$23.3M |
-$14.2M |
+$9.07M |
AAPL, MSFT, WMT, HD, BRKB
|
13F-HR |
2/9/2024, 01:15 PM |
| Q3 2023 |
230 |
$809M |
+$22.5M |
-$473M |
-$451M |
AAPL, MSFT, WMT, BRKB, HD
|
13F-HR |
10/16/2023, 12:17 PM |
| Q2 2023 |
320 |
$1.3B |
+$23.4M |
-$30.9M |
-$7.48M |
AAPL, MSFT, SCHD, VIG, SDY
|
13F-HR |
7/11/2023, 10:52 AM |
| Q1 2023 |
326 |
$1.25B |
+$56.4M |
-$27.4M |
+$29M |
AAPL, MSFT, SCHD, VIG, SDY
|
13F-HR |
4/26/2023, 03:08 PM |
| Q4 2022 |
303 |
$1.18B |
+$43.7M |
-$21.2M |
+$22.6M |
AAPL, SCHD, MSFT, VIG, SDY
|
13F-HR |
1/25/2023, 09:59 AM |
| Q3 2022 |
292 |
$1.07B |
+$51.9M |
-$9.16M |
+$42.8M |
AAPL, MSFT, SCHD, VIG, SDY
|
13F-HR |
10/26/2022, 10:35 AM |
| Q2 2022 |
291 |
$1.09B |
+$46.3M |
-$18.1M |
+$28.3M |
AAPL, MSFT, VIG, SCHD, SDY
|
13F-HR |
7/6/2022, 01:24 PM |
| Q1 2022 |
298 |
$1.23B |
+$44.9M |
-$25.3M |
+$19.6M |
AAPL, MSFT, VIG, SCHD, SDY
|
13F-HR |
4/13/2022, 01:51 PM |
| Q4 2021 |
288 |
$1.24B |
+$23.4M |
-$20.7M |
+$2.66M |
AAPL, MSFT, VIG, SDY, SCHD
|
13F-HR |
1/24/2022, 11:39 AM |
| Q3 2021 |
275 |
$1.13B |
+$32.6M |
-$16.5M |
+$16M |
AAPL, MSFT, VIG, SDY, SCHD
|
13F-HR |
10/15/2021, 04:38 PM |
| Q2 2021 |
276 |
$1.12B |
+$34.9M |
-$6.1M |
+$28.8M |
AAPL, MSFT, VIG, SDY, SCHD
|
13F-HR |
7/13/2021, 10:19 AM |
| Q1 2021 |
261 |
$1.03B |
+$26.6M |
-$37.1M |
-$10.5M |
AAPL, MSFT, VIG, SDY, SCHD
|
13F-HR |
5/13/2021, 06:44 PM |
| Q4 2020 |
263 |
$985M |
$0 |
$0 |
|
AAPL, MSFT, VIG, SDY, IVV
|
13F-HR |
3/26/2021, 02:40 PM |