Q2 2024 |
56 |
$183M |
+$18.9M |
-$4.74M |
+$14.2M |
VOO, GOVT, QUAL, IQLT, DFAT
|
13F-HR |
7/31/2024, 04:02 PM |
Q1 2024 |
55 |
$166M |
+$11.2M |
-$6.85M |
+$4.34M |
VOO, GOVT, QUAL, IQLT, DFAT
|
13F-HR |
5/10/2024, 09:29 AM |
Q4 2023 |
53 |
$158M |
+$32.5M |
-$20.4M |
+$12.1M |
VOO, GOVT, QUAL, IQLT, QYLD
|
13F-HR |
1/29/2024, 08:43 AM |
Q3 2023 |
52 |
$130M |
+$38.6M |
-$24.4M |
+$14.3M |
VOO, QYLD, GOVT, BDJ, QUAL
|
13F-HR |
10/31/2023, 04:47 PM |
Q2 2023 |
51 |
$130M |
+$22.8M |
-$15.4M |
+$7.4M |
QYLD, BDJ, VOO, QUAL, IQLT
|
13F-HR |
7/31/2023, 09:22 AM |
Q1 2023 |
48 |
$117M |
+$12.4M |
-$2.33M |
+$10M |
QYLD, BDJ, IQLT, QUAL, VO
|
13F-HR |
5/4/2023, 11:28 AM |
Q4 2022 |
43 |
$104M |
+$12.4M |
-$2.14M |
+$10.3M |
BDJ, QYLD, QUAL, IQLT, VO
|
13F-HR |
2/13/2023, 12:23 PM |
Q3 2022 |
43 |
$92M |
+$10M |
-$4.74M |
+$5.27M |
BDJ, QYLD, VO, IQLT, VOO
|
13F-HR |
11/14/2022, 09:57 AM |
Q2 2022 |
40 |
$95.6M |
+$5.83M |
-$2.04M |
+$3.8M |
BDJ, QYLD, VOO, VO, JNJ
|
13F-HR |
8/12/2022, 01:49 PM |
Q1 2022 |
37 |
$92.7M |
+$4.23M |
-$1.11M |
+$3.12M |
BDJ, QYLD, JNJ, AGG, HYD
|
13F-HR |
5/13/2022, 10:46 AM |
Q4 2021 |
38 |
$97.5M |
$0 |
$0 |
|
BDJ, QYLD, HYD, JNJ, GSKXXXX
|
13F-HR |
2/10/2022, 08:14 PM |