| Q2 2024 |
73 |
$124M |
+$8.83M |
-$5.77M |
+$3.07M |
VOO, SCHD, MGK, VXF, VGT
|
13F-HR |
8/12/2024, 05:08 PM |
| Q1 2024 |
71 |
$121M |
+$8.34M |
-$2.99M |
+$5.36M |
VOO, SCHD, VXF, EFV, MUB
|
13F-HR |
5/15/2024, 10:51 AM |
| Q4 2023 |
74 |
$108M |
+$13.1M |
-$6.19M |
+$6.88M |
VOO, SCHD, VXF, EFV, MUB
|
13F-HR |
2/14/2024, 12:57 PM |
| Q3 2023 |
70 |
$92.2M |
+$5.74M |
-$3.58M |
+$2.16M |
VOO, SCHD, EFV, MUB, EELV
|
13F-HR |
11/14/2023, 04:03 PM |
| Q2 2023 |
71 |
$93.1M |
+$8.7M |
-$1.87M |
+$6.83M |
VOO, SCHD, EFV, MUB, EELV
|
13F-HR |
8/14/2023, 03:37 PM |
| Q1 2023 |
66 |
$82.5M |
+$17.3M |
-$17.8M |
-$523K |
VOO, SCHD, EFV, MUB, EELV
|
13F-HR |
5/15/2023, 02:53 PM |
| Q4 2022 |
74 |
$80.1M |
$0 |
$0 |
|
VOO, ESGU, EFV, SCHD, MUB
|
13F-HR |
2/13/2023, 12:40 PM |