| Q3 2023 |
34 |
$65.2M |
+$3.62M |
-$3.67M |
-$46.1K |
SCHD, SCHG, BIV, BND, RSPH
|
13F-HR |
11/14/2023, 07:32 PM |
| Q2 2023 |
35 |
$72.1M |
+$694K |
-$489K |
+$205K |
SCHD, SCHG, BIV, BND, RSPH
|
13F-HR |
8/4/2023, 05:57 PM |
| Q1 2023 |
33 |
$68.5M |
+$2.18M |
-$2.94M |
-$759K |
SCHD, SCHG, BIV, BND, RSPH
|
13F-HR |
5/5/2023, 08:02 PM |
| Q4 2022 |
33 |
$66.1M |
+$1.17M |
-$4.6M |
-$3.43M |
SCHD, SCHG, BIV, BND, RSPH
|
13F-HR |
1/19/2023, 08:14 PM |
| Q3 2022 |
33 |
$65.6M |
+$564K |
-$13.1M |
-$12.6M |
SCHD, SCHG, BND, BIV, BSV
|
Restatement |
1/18/2023, 09:19 PM |
| Q2 2022 |
38 |
$82.3M |
+$955K |
-$3.62M |
-$2.67M |
BSV, SCHD, SCHG, BIV, BND
|
13F-HR |
7/20/2022, 06:37 PM |
| Q1 2022 |
41 |
$96.7M |
+$9.45M |
-$3.51M |
+$5.94M |
SCHG, BSV, SCHD, BIV, BND
|
13F-HR |
5/10/2022, 06:57 PM |
| Q4 2021 |
43 |
$103M |
$0 |
$0 |
|
SCHG, SCHD, BSV, BIV, BND
|
13F-HR |
3/30/2022, 07:33 PM |