Q3 2024 |
108 |
$134M |
+$18.6M |
-$11.7M |
+$6.86M |
SCHD, AAPL, VBR, CVX, IJH
|
13F-HR |
10/2/2024, 06:12 PM |
Q2 2024 |
110 |
$121M |
+$1.71M |
-$1.1M |
+$617K |
SCHD, AAPL, VBR, CVX, MSFT
|
13F-HR |
7/15/2024, 06:15 PM |
Q1 2024 |
109 |
$117M |
+$6.47M |
-$2.8M |
+$3.67M |
SCHD, AAPL, VBR, CVX, MSFT
|
13F-HR |
4/18/2024, 11:39 AM |
Q4 2023 |
104 |
$111M |
+$5.97M |
-$3.15M |
+$2.82M |
SCHD, AAPL, VBR, CVX, MSFT
|
13F-HR |
1/9/2024, 06:29 PM |
Q3 2023 |
99 |
$100M |
+$2.01M |
-$6.57M |
-$4.56M |
SCHD, AAPL, CVX, VBR, MSFT
|
13F-HR |
10/17/2023, 04:08 PM |
Q2 2023 |
106 |
$108M |
+$3.17M |
-$737K |
+$2.44M |
SCHD, AAPL, CVX, VBR, MSFT
|
13F-HR |
9/5/2023, 12:44 PM |
Q1 2023 |
101 |
$101M |
+$2.98M |
-$7.02M |
-$4.04M |
SCHD, AAPL, CVX, VBR, MSFT
|
13F-HR |
9/5/2023, 12:42 PM |
Q4 2022 |
105 |
$102M |
$0 |
$0 |
|
SCHD, CVX, AAPL, VBR, BOND
|
13F-HR |
9/5/2023, 12:39 PM |