| Q2 2024 |
228 |
$435M |
+$76M |
-$87.4M |
-$11.4M |
IVV, SGOV, UJAN, IWF, QQQ
|
13F-HR |
7/12/2024, 02:53 PM |
| Q1 2024 |
212 |
$444M |
+$93.7M |
-$87.5M |
+$6.15M |
IVV, FBND, UJAN, IWF, QQQ
|
13F-HR |
4/12/2024, 02:12 PM |
| Q4 2023 |
187 |
$419M |
+$71.7M |
-$36.4M |
+$35.3M |
IVV, AGG, AAPL, VGIT, COWZ
|
13F-HR |
1/19/2024, 04:48 PM |
| Q3 2023 |
163 |
$355M |
+$253M |
-$2.02M |
+$251M |
IVV, AGG, AAPL, DFAI, VGIT
|
13F-HR |
11/6/2023, 06:04 PM |
| Q2 2023 |
71 |
$111M |
+$47.5M |
-$105M |
-$57.8M |
LTPZ, MOAT, VOO, EDV, VGIT
|
13F-HR |
7/24/2023, 03:28 PM |
| Q1 2023 |
99 |
$164M |
+$8.29M |
-$191M |
-$183M |
AAPL, IVV, AGG, HDV, MUNI
|
13F-HR |
4/12/2023, 09:55 PM |
| Q4 2022 |
136 |
$337M |
+$90.3M |
-$72M |
+$18.3M |
AGG, DGRO, SCHD, HDV, IVV
|
13F-HR |
2/13/2023, 04:23 PM |
| Q3 2022 |
131 |
$307M |
+$58.7M |
-$22.6M |
+$36.1M |
IVV, DGRO, HDV, CDC, DBMF
|
13F-HR |
11/14/2022, 11:41 AM |
| Q2 2022 |
158 |
$287M |
+$85.8M |
-$32.6M |
+$53.2M |
DGRO, IVV, VGIT, CDC, AAPL
|
13F-HR |
8/8/2022, 08:18 PM |
| Q1 2022 |
185 |
$267M |
+$33M |
-$26.1M |
+$6.87M |
IVV, VGIT, PRF, AGG, NTSX
|
13F-HR |
4/21/2022, 08:01 PM |
| Q4 2021 |
184 |
$273M |
+$63.2M |
-$27.2M |
+$36M |
VGIT, IVV, NTSX, VOO, AGG
|
13F-HR |
2/2/2022, 04:16 PM |
| Q3 2021 |
174 |
$226M |
+$73.8M |
-$16.2M |
+$57.5M |
VOO, VGIT, IVV, RODM, AGG
|
13F-HR |
10/29/2021, 05:18 PM |
| Q2 2021 |
153 |
$172M |
+$67.3M |
-$20.1M |
+$47.2M |
VOO, VGIT, RODM, XSOE, IVV
|
13F-HR |
8/9/2021, 09:48 PM |
| Q1 2021 |
70 |
$119M |
$0 |
$0 |
|
VGIT, VOO, XSOE, RODM, IWM
|
13F-HR |
5/17/2021, 09:11 PM |