| Q3 2024 |
158 |
$160M |
+$26.8M |
-$18.8M |
+$7.92M |
SPHQ, COWZ, SCHD, IWY, XMHQ
|
13F-HR |
10/10/2024, 04:34 PM |
| Q2 2024 |
157 |
$143M |
+$26M |
-$22.3M |
+$3.68M |
COWZ, SPHQ, SCHD, IWY, XMHQ
|
13F-HR |
7/8/2024, 05:45 PM |
| Q1 2024 |
154 |
$142M |
+$37.6M |
-$34.1M |
+$3.45M |
COWZ, SPHQ, SCHD, IWY, SPLV
|
13F-HR |
5/13/2024, 06:16 PM |
| Q4 2023 |
135 |
$130M |
+$26.8M |
-$51.5M |
-$24.7M |
SPLV, SCHD, IWY, WY, COWZ
|
13F-HR |
1/12/2024, 04:12 PM |
| Q3 2023 |
136 |
$145M |
+$45.4M |
-$41.9M |
+$3.46M |
SHY, SPLV, SCHD, WY, IWY
|
13F-HR |
1/12/2024, 04:09 PM |
| Q2 2023 |
139 |
$149M |
+$37.7M |
-$37.6M |
+$154K |
TLT, SPLV, SCHD, WY, COWZ
|
13F-HR |
12/11/2023, 07:16 PM |
| Q1 2023 |
139 |
$146M |
+$38.6M |
-$34.4M |
+$4.21M |
SHY, TLT, SPLV, SCHD, WY
|
13F-HR |
12/11/2023, 07:12 PM |
| Q4 2022 |
140 |
$141M |
+$56M |
-$48.8M |
+$7.17M |
SPLV, SCHD, TLT, WY, SHV
|
13F-HR |
12/11/2023, 07:09 PM |
| Q3 2022 |
119 |
$128M |
+$34.2M |
-$31.8M |
+$2.36M |
TIP, SHY, SPLV, SCHD, WY
|
13F-HR |
12/11/2023, 07:05 PM |
| Q2 2022 |
114 |
$133M |
+$41.8M |
-$30.1M |
+$11.7M |
SHY, SPLV, SCHD, WY, SHV
|
13F-HR |
12/11/2023, 07:02 PM |
| Q1 2022 |
117 |
$135M |
+$43.8M |
-$39.3M |
+$4.55M |
SHY, IEF, SPLV, SCHD, WY
|
13F-HR |
12/11/2023, 06:57 PM |
| Q4 2021 |
128 |
$147M |
+$33.7M |
-$27.3M |
+$6.36M |
GLW, SPLV, WY, SCHD, TLT
|
13F-HR |
12/11/2023, 06:53 PM |
| Q3 2021 |
133 |
$132M |
+$27.9M |
-$19.1M |
+$8.8M |
OHI, SPLV, GLW, WY, IEF
|
13F-HR |
12/11/2023, 06:50 PM |
| Q2 2021 |
134 |
$126M |
+$30.6M |
-$12.6M |
+$18M |
OHI, SPLV, GLW, WY, SCHD
|
13F-HR |
12/11/2023, 06:47 PM |
| Q1 2021 |
96 |
$105M |
+$19.5M |
-$9.59M |
+$9.94M |
OHI, SPLV, GLW, IEF, WY
|
13F-HR |
12/11/2023, 06:43 PM |
| Q4 2020 |
66 |
$90.6M |
$0 |
$0 |
|
SPLV, OHI, GLW, WY, O
|
13F-HR |
12/11/2023, 06:39 PM |