| Q2 2024 |
730 |
$245M |
+$22.5M |
-$3.11M |
+$19.4M |
AAPL, BIV, BSV, AGG, BNDX
|
Restatement |
7/9/2024, 11:06 AM |
| Q1 2024 |
711 |
$226M |
+$19.7M |
-$3.87M |
+$15.9M |
AAPL, BIV, BSV, VYM, STIP
|
13F-HR |
4/11/2024, 03:57 PM |
| Q4 2023 |
680 |
$200M |
+$12.7M |
-$10.5M |
+$2.18M |
AAPL, BIV, STIP, BSV, MSFT
|
13F-HR |
1/10/2024, 04:43 PM |
| Q3 2023 |
689 |
$181M |
+$7.5M |
-$4.04M |
+$3.47M |
AAPL, STIP, BNDX, VYM, VIG
|
13F-HR |
10/16/2023, 12:07 PM |
| Q2 2023 |
703 |
$185M |
+$7.28M |
-$3.69M |
+$3.58M |
AAPL, STIP, VIG, VYM, MSFT
|
13F-HR |
7/10/2023, 02:35 PM |
| Q1 2023 |
684 |
$175M |
+$11.7M |
-$4.58M |
+$7.15M |
AAPL, STIP, VYM, VIG, MSFT
|
13F-HR |
4/10/2023, 02:16 PM |
| Q4 2022 |
653 |
$162M |
+$15.7M |
-$7.5M |
+$8.24M |
AAPL, STIP, VYM, VIG, LNT
|
13F-HR |
1/11/2023, 05:53 PM |
| Q3 2022 |
657 |
$143M |
+$10.5M |
-$2.72M |
+$7.76M |
AAPL, STIP, LNT, VIG, VYM
|
13F-HR |
10/24/2022, 05:12 PM |
| Q2 2022 |
663 |
$142M |
+$7M |
-$5.14M |
+$1.86M |
AAPL, STIP, LNT, VIG, MSFT
|
13F-HR |
8/22/2022, 11:48 AM |
| Q1 2022 |
662 |
$166M |
+$13.7M |
-$6.55M |
+$7.19M |
AAPL, STIP, LNT, MSFT, VIG
|
13F-HR |
5/31/2022, 05:59 PM |
| Q4 2021 |
655 |
$162M |
$0 |
$0 |
|
AAPL, STIP, MSFT, LNT, VWOB
|
Restatement |
3/23/2022, 04:49 PM |