Q3 2024 |
81 |
$155M |
+$10.4M |
-$3.5M |
+$6.93M |
MOAT, SCHG, IVV, VTV, XMHQ
|
13F-HR |
10/28/2024, 04:45 PM |
Q2 2024 |
73 |
$142M |
+$1.69M |
-$5.15M |
-$3.46M |
MOAT, SCHG, IVV, VTV, XMHQ
|
13F-HR |
7/19/2024, 07:27 PM |
Q1 2024 |
76 |
$145M |
+$11M |
-$13.7M |
-$2.71M |
MOAT, SCHG, IVV, VTV, XMHQ
|
13F-HR |
5/13/2024, 09:39 AM |
Q4 2023 |
78 |
$138M |
+$52.4M |
-$54.7M |
-$2.23M |
SCHG, MOAT, VTV, IVV, XMHQ
|
13F-HR |
1/30/2024, 10:53 AM |
Q3 2023 |
75 |
$128M |
+$7.06M |
-$6.93M |
+$124K |
SCHG, VIGI, VYMI, SCHD, DGRO
|
13F-HR |
11/1/2023, 09:26 AM |
Q2 2023 |
75 |
$132M |
+$9.83M |
-$13.2M |
-$3.37M |
SCHG, VIGI, DGRO, VYMI, VIG
|
13F-HR |
8/2/2023, 05:04 PM |
Q1 2023 |
78 |
$129M |
+$4.8M |
-$5.66M |
-$862K |
SCHG, VIGI, DGRO, VYMI, VIG
|
13F-HR |
5/11/2023, 06:08 PM |
Q4 2022 |
76 |
$125M |
$0 |
$0 |
|
SCHG, SCHD, DGRO, VIGI, VIG
|
13F-HR |
5/15/2023, 04:37 PM |