Q3 2024 |
77 |
$105M |
+$1.27M |
-$6.36M |
-$5.1M |
SCHD, AAPL, MSFT, ABBV, PG
|
13F-HR |
10/15/2024, 03:36 PM |
Q2 2024 |
77 |
$104M |
+$2.06M |
-$5.12M |
-$3.06M |
SCHD, MSFT, AAPL, CVX, PG
|
13F-HR |
7/17/2024, 09:37 AM |
Q1 2024 |
80 |
$110M |
+$4.74M |
-$2.34M |
+$2.39M |
SCHD, MSFT, CVX, AAPL, JPM
|
13F-HR |
4/22/2024, 10:47 AM |
Q4 2023 |
76 |
$100M |
+$1.43M |
-$1.61M |
-$188K |
SCHD, AAPL, MSFT, CVX, JNJ
|
13F-HR |
1/10/2024, 05:27 PM |
Q3 2023 |
72 |
$94.5M |
+$1.11M |
-$9.52M |
-$8.41M |
SCHD, CVX, AAPL, MSFT, JNJ
|
13F-HR |
10/23/2023, 05:38 PM |
Q2 2023 |
78 |
$105M |
+$4.42M |
-$4.58M |
-$157K |
AAPL, SCHD, JNJ, CVX, MSFT
|
13F-HR |
8/3/2023, 02:02 PM |
Q1 2023 |
74 |
$103M |
+$10.9M |
-$1.73M |
+$9.18M |
AAPL, SCHD, JNJ, CVX, CSCO
|
13F-HR |
4/21/2023, 03:34 PM |
Q4 2022 |
66 |
$93.2M |
$0 |
$0 |
|
CVX, JNJ, SCHD, AAPL, CSCO
|
13F-HR |
1/19/2023, 06:37 PM |