| Q2 2024 |
96 |
$86.5M |
+$7.72M |
-$926K |
+$6.8M |
VYM, DGRO, IWF, SCHD, SGOV
|
13F-HR |
8/14/2024, 05:00 PM |
| Q1 2024 |
90 |
$79.5M |
+$7.66M |
-$1.18M |
+$6.47M |
VYM, DGRO, IWF, SCHD, MSFT
|
13F-HR |
5/15/2024, 04:37 PM |
| Q4 2023 |
84 |
$67.4M |
+$6.22M |
-$1.44M |
+$4.77M |
VYM, DGRO, IWF, SCHD, MSFT
|
13F-HR |
2/13/2024, 07:52 PM |
| Q3 2023 |
80 |
$57.8M |
+$3.74M |
-$2.79M |
+$957K |
VYM, DGRO, IWF, ITOT, SCHD
|
13F-HR |
11/13/2023, 09:47 PM |
| Q2 2023 |
84 |
$58.6M |
+$2.88M |
-$2.99M |
-$104K |
VYM, DGRO, ITOT, MSFT, AAPL
|
13F-HR |
8/10/2023, 05:25 PM |
| Q1 2023 |
86 |
$55.3M |
+$7.34M |
-$149K |
+$7.2M |
VYM, AAPL, ITOT, DGRO, MSFT
|
13F-HR |
5/11/2023, 06:58 AM |
| Q4 2022 |
72 |
$47M |
$0 |
$0 |
|
VYM, ITOT, DGRO, AAPL, VTI
|
13F-HR |
2/15/2023, 04:41 PM |