| Q2 2024 |
61 |
$170M |
+$11M |
-$7.94M |
+$3.1M |
IXUS, DGRO, QUAL, IWV, USHY
|
13F-HR |
7/25/2024, 12:04 PM |
| Q1 2024 |
58 |
$165M |
+$24.4M |
-$12.5M |
+$12M |
IXUS, DGRO, QUAL, IDV, IWV
|
13F-HR |
5/3/2024, 04:20 PM |
| Q4 2023 |
55 |
$146M |
+$21.4M |
-$37.7M |
-$16.3M |
IXUS, DGRO, IDV, QUAL, IWV
|
13F-HR |
1/31/2024, 03:06 PM |
| Q3 2023 |
53 |
$149M |
+$14.3M |
-$14.4M |
-$124K |
DGRO, IXUS, IDV, USHY, QUAL
|
13F-HR |
10/16/2023, 08:28 PM |
| Q2 2023 |
57 |
$154M |
+$11.6M |
-$12.7M |
-$1.03M |
DGRO, IXUS, ICSH, IDV, IWV
|
13F-HR |
7/17/2023, 10:53 AM |
| Q1 2023 |
60 |
$151M |
+$18.7M |
-$29.5M |
-$10.8M |
DGRO, IXUS, IWV, IWR, EFG
|
13F-HR |
4/21/2023, 09:01 PM |
| Q4 2022 |
60 |
$153M |
+$49M |
-$54.6M |
-$5.58M |
DGRO, IWV, IXUS, MUB, IWR
|
13F-HR |
1/17/2023, 02:30 PM |
| Q3 2022 |
60 |
$151M |
+$20.4M |
-$6.6M |
+$13.8M |
EFA, DGRO, ICSH, GLD, IWV
|
13F-HR |
10/24/2022, 05:43 PM |
| Q2 2022 |
60 |
$145M |
$0 |
$0 |
|
EFA, DGRO, GLD, IWV, LRGF
|
13F-HR |
7/22/2022, 04:17 PM |