| Q2 2024 |
160 |
$438M |
+$22.4M |
-$28.3M |
-$5.92M |
AAPL, VUG, VOT, SLYG, VOE
|
13F-HR |
8/1/2024, 02:56 PM |
| Q1 2024 |
157 |
$444M |
+$22.4M |
-$3.77M |
+$18.6M |
AAPL, VUG, CMCSA, VOT, SLYG
|
13F-HR |
5/13/2024, 09:07 AM |
| Q4 2023 |
148 |
$403M |
+$16.5M |
-$21.2M |
-$4.75M |
VUG, AAPL, CMCSA, VOT, SLYG
|
13F-HR |
1/29/2024, 01:23 PM |
| Q3 2023 |
140 |
$373M |
+$16.9M |
-$12.9M |
+$4.06M |
VUG, CMCSA, AAPL, VOT, SLYG
|
13F-HR |
10/30/2023, 11:45 AM |
| Q2 2023 |
137 |
$380M |
+$13.7M |
-$10.8M |
+$2.85M |
VUG, AAPL, CMCSA, VOT, SLYG
|
13F-HR |
8/2/2023, 10:56 AM |
| Q1 2023 |
136 |
$358M |
+$79.4M |
-$65.6M |
+$13.9M |
VUG, CMCSA, AAPL, VOT, VOE
|
13F-HR |
5/15/2023, 03:32 PM |
| Q4 2022 |
139 |
$327M |
+$29.9M |
-$10.3M |
+$19.6M |
VTV, VUG, CMCSA, VOE, SPDW
|
13F-HR |
2/13/2023, 04:29 PM |
| Q3 2022 |
140 |
$290M |
+$37.2M |
-$6M |
+$31.2M |
VTV, VUG, AAPL, CMCSA, VOT
|
13F-HR |
10/28/2022, 05:34 PM |
| Q2 2022 |
147 |
$281M |
+$58.7M |
-$8.02M |
+$50.7M |
VTV, VUG, CMCSA, AAPL, SPDW
|
13F-HR |
8/8/2022, 04:42 PM |
| Q1 2022 |
147 |
$278M |
+$67.5M |
-$8.15M |
+$59.3M |
VTV, VUG, AAPL, VOT, SPDW
|
13F-HR |
5/5/2022, 08:16 PM |
| Q4 2021 |
109 |
$231M |
$0 |
$0 |
|
VUG, VTV, AAPL, VOT, SPDW
|
13F-HR |
2/8/2022, 05:47 PM |