Q3 2024 |
196 |
$186M |
+$8.23M |
-$7.74M |
+$487K |
XMMO, IWY, FNDF, COWZ, FNDX
|
13F-HR |
10/31/2024, 12:07 PM |
Q2 2024 |
180 |
$175M |
+$16.1M |
-$7.59M |
+$8.51M |
XMMO, IWY, FNDF, COWZ, MOAT
|
13F-HR |
8/12/2024, 02:42 PM |
Q1 2024 |
186 |
$166M |
+$17.6M |
-$10.5M |
+$7.1M |
XMMO, MOAT, IWY, FNDF, COWZ
|
13F-HR |
4/29/2024, 04:10 PM |
Q4 2023 |
182 |
$147M |
+$6.59M |
-$4.28M |
+$2.31M |
XMMO, MOAT, IWY, FNDF, SCHD
|
13F-HR |
1/22/2024, 11:33 AM |
Q3 2023 |
181 |
$132M |
+$12M |
-$7.18M |
+$4.83M |
SCHD, XMMO, MOAT, FNDF, IWY
|
13F-HR |
10/30/2023, 04:14 PM |
Q2 2023 |
189 |
$132M |
+$9.46M |
-$7.26M |
+$2.2M |
SCHD, XMMO, MOAT, IWY, ILCG
|
13F-HR |
7/27/2023, 12:32 PM |
Q1 2023 |
188 |
$123M |
+$10.7M |
-$8.48M |
+$2.27M |
SCHD, XMMO, IWY, ILCG, IHDG
|
13F-HR |
5/4/2023, 12:57 PM |
Q4 2022 |
191 |
$115M |
+$8.04M |
-$6.24M |
+$1.8M |
SCHD, XMMO, IHDG, ILCG, DGRO
|
13F-HR |
2/6/2023, 12:06 PM |
Q3 2022 |
167 |
$106M |
+$10.1M |
-$5.57M |
+$4.58M |
SCHD, XMMO, ILCG, IHDG, IWL
|
13F-HR |
11/9/2022, 11:32 AM |
Q2 2022 |
173 |
$109M |
+$8.31M |
-$7.07M |
+$1.24M |
SCHD, XMMO, ILCG, IHDG, DGRO
|
13F-HR |
8/11/2022, 02:53 PM |
Q1 2022 |
170 |
$126M |
+$23.1M |
-$13.2M |
+$9.93M |
SCHD, ILCG, XMMO, IHDG, DGRO
|
13F-HR |
5/3/2022, 12:09 PM |
Q4 2021 |
171 |
$123M |
$0 |
$0 |
|
SCHD, ILCG, XMMO, IHDG, DGRO
|
13F-HR |
3/14/2022, 11:40 AM |