| Q2 2024 |
132 |
$376M |
+$27.7M |
-$27.4M |
+$317K |
SPHQ, SCHG, SCHX, VTI, VUG
|
13F-HR |
8/13/2024, 02:18 PM |
| Q1 2024 |
128 |
$371M |
+$21.4M |
-$19.6M |
+$1.78M |
SPHQ, SCHG, VTI, SCHX, XMHQ
|
13F-HR |
5/14/2024, 02:18 PM |
| Q4 2023 |
125 |
$344M |
+$20.4M |
-$58M |
-$37.7M |
SPHQ, VTI, SCHX, SCHG, OMFL
|
13F-HR |
2/9/2024, 01:31 PM |
| Q3 2023 |
443 |
$351M |
+$50M |
-$11.2M |
+$38.8M |
SPHQ, SCHX, VTI, SCHG, SCHD
|
13F-HR |
11/8/2023, 10:37 AM |
| Q2 2023 |
120 |
$323M |
+$34.3M |
-$49.7M |
-$15.4M |
SCHX, SPHQ, SCHD, SCHG, VTI
|
13F-HR |
8/2/2023, 11:04 AM |
| Q1 2023 |
444 |
$324M |
+$48.8M |
-$20.4M |
+$28.3M |
SCHD, SCHX, VTI, SCHG, USFR
|
13F-HR |
5/16/2023, 02:57 PM |
| Q4 2022 |
121 |
$285M |
$0 |
$0 |
|
SCHD, USFR, SCHX, VTI, SCHG
|
13F-HR |
3/15/2023, 03:58 PM |