Q2 2024 |
87 |
$132M |
+$6.96M |
-$2.89M |
+$4.07M |
SCHG, AAPL, COWZ, SCHD, AMZN
|
13F-HR |
7/19/2024, 05:04 PM |
Q1 2024 |
89 |
$124M |
+$5.96M |
-$1.12M |
+$4.84M |
COWZ, SCHG, SCHD, AAPL, AMZN
|
13F-HR |
4/24/2024, 09:49 AM |
Q4 2023 |
80 |
$112M |
+$2.76M |
-$2.24M |
+$521K |
AAPL, SCHD, SCHG, COWZ, AMZN
|
13F-HR |
1/23/2024, 02:02 PM |
Q3 2023 |
78 |
$101M |
+$739K |
-$1.68M |
-$938K |
AAPL, SCHD, COWZ, SCHG, AMZN
|
13F-HR |
10/19/2023, 11:28 AM |
Q2 2023 |
78 |
$105M |
+$1.71M |
-$2.33M |
-$623K |
AAPL, SCHD, SCHG, COWZ, AMZN
|
13F-HR |
7/20/2023, 10:33 AM |
Q1 2023 |
80 |
$97.2M |
+$3.08M |
-$3.46M |
-$371K |
SCHD, AAPL, COWZ, SCHG, SCHZ
|
13F-HR |
4/19/2023, 08:00 PM |
Q4 2022 |
78 |
$86.8M |
+$14.4M |
-$6.22M |
+$8.15M |
SCHD, COWZ, AAPL, SCHZ, SCHG
|
13F-HR |
2/14/2023, 05:36 PM |
Q3 2022 |
79 |
$80.1M |
+$10.8M |
-$1.96M |
+$8.81M |
SCHD, AAPL, SCHZ, AMZN, GOOG
|
13F-HR |
10/24/2022, 03:47 PM |
Q2 2022 |
78 |
$80.3M |
+$11.5M |
-$6.06M |
+$5.47M |
SCHD, AAPL, SCHZ, AMZN, GOOG
|
13F-HR |
7/21/2022, 08:43 PM |
Q1 2022 |
80 |
$98.8M |
+$7.44M |
-$6.41M |
+$1.03M |
AAPL, SCHD, AMZN, SCHZ, GOOG
|
13F-HR |
4/21/2022, 07:56 PM |
Q4 2021 |
88 |
$106M |
$0 |
$0 |
|
AAPL, SCHD, AMZN, SCHZ, MSFT
|
13F-HR |
3/15/2022, 05:23 PM |