Q3 2024 |
54 |
$160M |
+$15.5M |
-$26.7M |
-$11.3M |
SCHF, SCHD, SCHG, JPST, IJR
|
13F-HR |
10/24/2024, 12:52 PM |
Q2 2024 |
50 |
$163M |
+$3.71M |
-$3.75M |
-$41.9K |
JPST, SCHF, SCHG, SCHD, IJR
|
13F-HR |
7/30/2024, 04:58 PM |
Q1 2024 |
50 |
$162M |
+$11.9M |
-$7.47M |
+$4.39M |
JPST, SCHF, SCHD, SCHG, IJR
|
13F-HR |
5/2/2024, 03:44 PM |
Q4 2023 |
46 |
$152M |
+$5.99M |
-$21M |
-$15.1M |
JPST, SCHF, SCHD, SCHG, IJR
|
13F-HR |
1/26/2024, 05:03 PM |
Q3 2023 |
45 |
$157M |
+$16.2M |
-$2.83M |
+$13.4M |
JPST, SCHF, SCHD, SCHG, IJR
|
13F-HR |
10/25/2023, 09:28 AM |
Q2 2023 |
44 |
$148M |
+$19.7M |
-$3.38M |
+$16.3M |
SCHF, SCHD, SCHG, IJR, JPST
|
13F-HR |
7/19/2023, 02:13 PM |
Q1 2023 |
43 |
$127M |
+$12.4M |
-$2.52M |
+$9.9M |
SCHF, IBDO, SCHG, SCHD, IJR
|
13F-HR |
5/2/2023, 12:09 PM |
Q4 2022 |
37 |
$112M |
+$13.2M |
-$15.2M |
-$2.06M |
SCHF, IBDO, SCHD, SCHG, IJR
|
13F-HR |
1/20/2023, 03:38 PM |
Q3 2022 |
40 |
$110M |
+$21.8M |
-$1.45M |
+$20.4M |
SCHF, IBDO, IBDN, SCHG, SCHD
|
13F-HR |
11/9/2022, 10:17 AM |
Q2 2022 |
41 |
$91.9M |
+$10.6M |
-$7.14M |
+$3.43M |
IBDO, IBDN, SCHG, SCHD, JPST
|
13F-HR |
7/18/2022, 01:26 PM |
Q1 2022 |
46 |
$95.7M |
+$4.18M |
-$2.31M |
+$1.86M |
IBDO, JPST, IBDN, SCHD, IBDP
|
13F-HR |
4/18/2022, 05:30 PM |
Q4 2021 |
50 |
$98.7M |
+$9.72M |
-$19.9M |
-$10.2M |
IBDO, IBDN, JPST, SCHD, IBDP
|
13F-HR |
2/8/2022, 09:47 AM |
Q3 2021 |
49 |
$106M |
+$4.29M |
-$8.66M |
-$4.36M |
IBDM, IBDN, JPST, SCHD, IBDO
|
13F-HR |
10/15/2021, 03:29 PM |
Q2 2021 |
244 |
$111M |
+$8.98M |
-$3.78M |
+$5.2M |
IBDM, JPST, IBDN, SCHD, IBDO
|
13F-HR |
7/30/2021, 01:15 PM |
Q1 2021 |
223 |
$103M |
$0 |
$0 |
|
IBDM, JPST, IBDN, SCHD, IJR
|
13F-HR |
4/29/2021, 04:54 PM |