| Q2 2024 |
69 |
$163M |
+$22.8M |
-$13.9M |
+$8.85M |
SCHD, QQQ, JEPI, SPY, QEFA
|
Restatement |
8/7/2024, 02:37 PM |
| Q1 2024 |
57 |
$154M |
+$12.4M |
-$9.77M |
+$2.61M |
SCHD, JEPI, QQQ, SPY, XMAR
|
13F-HR |
5/1/2024, 08:19 AM |
| Q4 2023 |
53 |
$144M |
+$12.3M |
-$12.3M |
-$43.5K |
SCHD, JEPI, QQQ, XJUN, QEFA
|
13F-HR |
1/26/2024, 09:12 AM |
| Q3 2023 |
52 |
$133M |
+$5.87M |
-$5.09M |
+$776K |
SCHD, JEPI, XJUN, QEFA, QQQ
|
13F-HR |
10/23/2023, 12:02 PM |
| Q2 2023 |
52 |
$136M |
+$1.22M |
-$1.48M |
-$261K |
SCHD, JEPI, XJUN, QQQ, MUB
|
13F-HR |
7/26/2023, 10:31 AM |
| Q1 2023 |
51 |
$131M |
+$5.59M |
-$2.56M |
+$3.03M |
SCHD, JEPI, XJUN, MUB, QQQ
|
13F-HR |
4/18/2023, 11:24 AM |
| Q4 2022 |
50 |
$123M |
+$14.3M |
-$24.1M |
-$9.87M |
SCHD, JEPI, XJUN, MUB, XLE
|
13F-HR |
1/27/2023, 08:59 AM |
| Q3 2022 |
49 |
$125M |
+$9.95M |
-$6.22M |
+$3.73M |
SCHD, FLRN, SRLN, XJUN, MUB
|
13F-HR |
10/25/2022, 09:56 AM |
| Q2 2022 |
45 |
$127M |
+$21.2M |
-$20.1M |
+$1.17M |
SCHD, FLRN, QEFA, SRLN, MUB
|
13F-HR |
7/29/2022, 03:11 PM |
| Q1 2022 |
41 |
$145M |
$0 |
$0 |
|
MUB, SCHD, QQQ, SPY, QEFA
|
13F-HR |
5/19/2022, 10:24 AM |