Q3 2024 |
42 |
$403M |
+$70.9M |
-$61.5M |
+$9.34M |
VFQY, RWK, FDVV, FNDB, VTV
|
13F-HR |
11/4/2024, 03:24 PM |
Q2 2024 |
42 |
$376M |
+$66M |
-$73.6M |
-$7.67M |
VFQY, FLTR, RWK, FLBL, MGC
|
13F-HR |
7/25/2024, 03:38 PM |
Q1 2024 |
42 |
$382M |
+$1.34M |
-$6.81M |
-$5.47M |
VFQY, RWK, FLTR, MGC, FLBL
|
13F-HR |
4/12/2024, 12:29 PM |
Q4 2023 |
42 |
$366M |
+$77.4M |
-$92.5M |
-$15.1M |
VFQY, FLTR, RWK, FLBL, SCHG
|
13F-HR |
1/8/2024, 01:22 PM |
Q3 2023 |
44 |
$356M |
+$167M |
-$119M |
+$48.2M |
FBND, IJH, RWK, SCHG, FLBL
|
13F-HR |
10/10/2023, 09:55 AM |
Q2 2023 |
38 |
$316M |
+$124M |
-$202M |
-$78M |
ONEY, VCLT, FBND, SCHG, VFMO
|
13F-HR |
7/13/2023, 11:34 AM |
Q1 2023 |
43 |
$390M |
+$55.1M |
-$56.8M |
-$1.66M |
SCHD, VTV, SPGP, FBND, FNDX
|
13F-HR |
4/19/2023, 10:10 AM |
Q4 2022 |
46 |
$384M |
+$84.1M |
-$56.7M |
+$27.3M |
SCHD, VTV, SPGP, JPME, FTSM
|
13F-HR |
1/11/2023, 04:43 PM |
Q3 2022 |
39 |
$327M |
+$80.9M |
-$79.4M |
+$1.5M |
SCHD, VTV, SPGP, JPME, UDIV
|
13F-HR |
10/26/2022, 12:59 PM |
Q2 2022 |
35 |
$345M |
+$90.3M |
-$168M |
-$77.4M |
SCHD, SPHY, JPME, SPGP, FLBL
|
13F-HR |
7/26/2022, 02:07 PM |
Q1 2022 |
42 |
$463M |
+$166M |
-$47M |
+$119M |
SCHD, SCHP, SPHY, VV, SCHG
|
13F-HR |
6/8/2022, 02:04 PM |
Q4 2021 |
35 |
$362M |
+$18.2M |
-$51.8M |
-$33.6M |
FALN, SCHD, VLU, JVAL, SCHG
|
13F-HR |
1/14/2022, 07:22 PM |
Q3 2021 |
35 |
$376M |
+$89.4M |
-$87.4M |
+$1.96M |
SCHD, SCHG, FALN, VLU, JVAL
|
13F-HR |
10/26/2021, 02:04 PM |
Q2 2021 |
41 |
$380M |
+$122M |
-$106M |
+$16.2M |
SCHD, SCHG, VLU, JVAL, IJH
|
13F-HR |
9/23/2021, 02:24 PM |
Q1 2021 |
48 |
$358M |
+$150M |
-$276M |
-$126M |
SCHD, IAU, SCHG, SIVR, TAIL
|
13F-HR |
9/23/2021, 02:20 PM |
Q4 2020 |
49 |
$467M |
+$254M |
-$148M |
+$106M |
SCHG, VT, SCHD, VXF, ICVT
|
13F-HR |
9/23/2021, 02:20 PM |
Q3 2020 |
51 |
$330M |
+$110M |
-$106M |
+$3.79M |
SCHG, IOO, DGRO, BIV, SCHD
|
13F-HR |
9/23/2021, 01:27 PM |
Q2 2020 |
54 |
$309M |
+$153M |
-$90.6M |
+$62.2M |
IUSB, SCHG, DGRO, SCHD, SPYV
|
13F-HR |
9/23/2021, 01:26 PM |
Q1 2020 |
48 |
$214M |
+$125M |
-$151M |
-$25.3M |
IUSB, SPYG, IGIB, SPYV, SCHG
|
13F-HR |
9/23/2021, 01:25 PM |
Q4 2019 |
48 |
$273M |
$0 |
$0 |
|
BYLD, AGGY, IWP, VO, VCIT
|
13F-HR |
9/22/2021, 04:39 PM |