| Q2 2024 |
26 |
$128M |
+$9.78M |
-$3.01M |
+$6.77M |
SCHD, AGG, SPSB, SCHP, STIP
|
13F-HR |
7/15/2024, 04:21 PM |
| Q1 2024 |
27 |
$122M |
+$31M |
-$8.4M |
+$22.6M |
SCHD, SPSB, AGG, SCHP, STIP
|
13F-HR |
4/11/2024, 04:53 PM |
| Q4 2023 |
24 |
$96.7M |
+$764K |
-$12M |
-$11.3M |
SCHD, SPSB, STIP, SCHP, VXUS
|
13F-HR |
1/9/2024, 02:38 PM |
| Q3 2023 |
22 |
$103M |
+$6.82M |
-$2.98M |
+$3.84M |
SPSB, SCHD, STIP, SCHP, VXUS
|
13F-HR |
10/11/2023, 09:09 AM |
| Q2 2023 |
24 |
$101M |
+$4.7M |
-$643K |
+$4.06M |
SPSB, SCHD, STIP, SCHP, FSTA
|
13F-HR |
7/11/2023, 02:34 PM |
| Q1 2023 |
24 |
$97M |
$0 |
$0 |
|
SPSB, SCHD, STIP, SCHP, FSTA
|
13F-HR |
5/10/2023, 09:52 AM |
| Q4 2022 |
24 |
$97M |
+$4.14M |
-$20.7M |
-$16.6M |
SPSB, SCHD, STIP, SCHP, FSTA
|
13F-HR |
6/14/2023, 01:11 PM |
| Q3 2022 |
20 |
$107M |
+$43.5M |
-$33.5M |
+$10.1M |
SCHP, SPSB, SCHD, STIP, SCHO
|
13F-HR |
6/6/2023, 11:13 AM |
| Q2 2022 |
25 |
$103M |
+$9.46M |
-$6.41M |
+$3.05M |
SCHP, SCHD, GNMA, VXUS, SPSB
|
13F-HR |
6/6/2023, 11:12 AM |
| Q1 2022 |
26 |
$109M |
$0 |
$0 |
|
SCHP, SCHD, GNMA, VXUS, MSFT
|
13F-HR |
6/6/2023, 11:12 AM |