Q2 2024 |
352 |
$969M |
+$55.2M |
-$17.5M |
+$37.8M |
AAPL, QUAL, MSFT, VYM, SPY
|
13F-HR |
7/25/2024, 02:41 PM |
Q1 2024 |
350 |
$932M |
+$44.7M |
-$10.7M |
+$34M |
AAPL, QUAL, MSFT, VYM, VB
|
13F-HR |
4/30/2024, 05:31 PM |
Q4 2023 |
337 |
$854M |
+$28.1M |
-$22.8M |
+$5.31M |
AAPL, QUAL, MSFT, VYM, VB
|
13F-HR |
2/6/2024, 07:59 PM |
Q3 2023 |
318 |
$772M |
+$17.2M |
-$12.7M |
+$4.49M |
AAPL, QUAL, MSFT, VYM, SCHD
|
13F-HR |
10/25/2023, 05:16 PM |
Q2 2023 |
332 |
$804M |
+$38.6M |
-$13.6M |
+$25M |
AAPL, QUAL, MSFT, VYM, SCHD
|
13F-HR |
8/2/2023, 03:48 PM |
Q1 2023 |
320 |
$740M |
+$74.5M |
-$28M |
+$46.5M |
AAPL, VYM, QUAL, MSFT, SCHD
|
13F-HR |
5/4/2023, 05:22 PM |
Q4 2022 |
301 |
$665M |
+$49M |
-$28.5M |
+$20.5M |
AAPL, VYM, QUAL, SCHD, MSFT
|
13F-HR |
2/6/2023, 05:30 PM |
Q3 2022 |
277 |
$602M |
+$74.5M |
-$35.2M |
+$39.3M |
AAPL, VYM, VB, QUAL, MSFT
|
13F-HR |
11/9/2022, 04:31 PM |
Q2 2022 |
283 |
$620M |
+$76.4M |
-$35.5M |
+$40.9M |
AAPL, VYM, SPY, QUAL, MSFT
|
13F-HR |
8/1/2022, 04:56 PM |
Q1 2022 |
275 |
$694M |
+$119M |
-$9.52M |
+$110M |
AAPL, SPY, VB, QUAL, MSFT
|
13F-HR |
5/5/2022, 03:37 PM |
Q4 2021 |
266 |
$611M |
+$164M |
-$5.19M |
+$159M |
AAPL, VB, MSFT, SPY, QUAL
|
13F-HR |
1/20/2022, 04:18 PM |
Q3 2021 |
216 |
$427M |
+$24.2M |
-$15.8M |
+$8.36M |
VB, AAPL, QUAL, VYM, SPY
|
13F-HR |
10/28/2021, 06:04 PM |
Q2 2021 |
225 |
$426M |
+$52.9M |
-$3.96M |
+$49M |
VB, AAPL, QUAL, SPY, VYM
|
13F-HR |
8/10/2021, 03:23 PM |
Q1 2021 |
192 |
$356M |
+$23M |
-$13.9M |
+$9.1M |
VB, AAPL, QUAL, SPY, VYM
|
13F-HR |
5/12/2021, 09:00 PM |
Q4 2020 |
182 |
$327M |
+$25.5M |
-$13.9M |
+$11.6M |
VB, AAPL, SPY, QUAL, VYM
|
13F-HR |
2/2/2021, 05:54 PM |
Q3 2020 |
179 |
$287M |
+$23.8M |
-$11.3M |
+$12.5M |
VB, SPY, QUAL, VYM, AAPL
|
13F-HR |
10/29/2020, 02:50 PM |
Q2 2020 |
174 |
$269M |
+$46.3M |
-$12.4M |
+$33.9M |
VB, SPY, DIA, QUAL, VYM
|
13F-HR |
8/11/2020, 12:57 PM |
Q1 2020 |
160 |
$206M |
+$31.9M |
-$22.5M |
+$9.35M |
DIA, SPY, VB, VYM, QQQ
|
13F-HR |
5/8/2020, 02:04 PM |
Q4 2019 |
188 |
$267M |
+$16.9M |
-$2.56M |
+$14.3M |
VYM, VB, VEU, USMV, SPY
|
13F-HR |
2/5/2020, 02:43 PM |
Q3 2019 |
174 |
$238M |
+$15.7M |
-$5.29M |
+$10.4M |
VYM, VB, VEU, MDY, SPY
|
13F-HR |
11/6/2019, 01:08 PM |
Q2 2019 |
184 |
$235M |
+$18.2M |
-$5.12M |
+$13M |
VYM, VB, VEU, MDY, SPY
|
13F-HR |
8/8/2019, 04:05 PM |
Q1 2019 |
181 |
$222M |
+$27.5M |
-$7.86M |
+$19.7M |
VYM, VB, VEU, SPY, MDY
|
13F-HR |
5/9/2019, 01:41 PM |
Q4 2018 |
160 |
$184M |
+$29.7M |
-$18.2M |
+$11.5M |
VYM, VB, VEU, SPY, MDY
|
13F-HR |
2/5/2019, 03:36 PM |
Q3 2018 |
156 |
$203M |
+$19.6M |
-$7.15M |
+$12.4M |
VB, VEU, VYM, MDY, SCZ
|
13F-HR |
11/9/2018, 02:23 PM |
Q2 2018 |
142 |
$186M |
+$25.7M |
-$4.89M |
+$20.8M |
VB, VEU, VYM, MDY, SPY
|
13F-HR |
8/14/2018, 03:14 PM |
Q1 2018 |
139 |
$177M |
+$14M |
-$8.76M |
+$5.28M |
VB, VEU, VYM, SPY, MDY
|
13F-HR |
5/15/2018, 04:29 PM |
Q4 2017 |
148 |
$181M |
+$9.21M |
-$5.2M |
+$4.01M |
VB, VEU, VYM, SPY, MDY
|
13F-HR |
2/9/2018, 05:33 PM |
Q3 2017 |
140 |
$172M |
+$10.9M |
-$5.4M |
+$5.54M |
VB, VEU, VYM, SPY, MDY
|
13F-HR |
11/8/2017, 01:07 PM |
Q2 2017 |
136 |
$162M |
+$16.2M |
-$1.71M |
+$14.5M |
VYM, VB, VEU, SPY, MDY
|
13F-HR |
8/7/2017, 12:39 PM |
Q1 2017 |
127 |
$145M |
+$7.57M |
-$6.17M |
+$1.4M |
VYM, VB, SPY, MDY, VEU
|
13F-HR |
5/12/2017, 04:14 PM |
Q4 2016 |
122 |
$139M |
+$9.1M |
-$3.52M |
+$5.58M |
VYM, VB, VEA, SPY, MDY
|
13F-HR |
2/10/2017, 12:59 PM |
Q3 2016 |
120 |
$132M |
+$7.12M |
-$2.92M |
+$4.2M |
VYM, VEA, SPY, VB, MDY
|
13F-HR |
11/3/2016, 05:36 PM |
Q2 2016 |
113 |
$126M |
+$16.6M |
-$4.08M |
+$12.6M |
VEA, VYM, SPY, VB, VEU
|
13F-HR |
8/5/2016, 01:48 PM |
Q1 2016 |
110 |
$113M |
+$12.6M |
-$6.84M |
+$5.74M |
SPY, VYM, VEU, VB, VEA
|
13F-HR |
5/12/2016, 02:17 PM |
Q4 2015 |
105 |
$109M |
+$9.98M |
-$7.61M |
+$2.38M |
SPY, DBEF, VB, VEU, VYM
|
13F-HR |
2/9/2016, 03:58 PM |
Q3 2015 |
99 |
$104M |
+$12M |
-$5.64M |
+$6.32M |
VEU, DBEF, SPY, VB, BOND
|
13F-HR |
11/10/2015, 12:10 PM |
Q2 2015 |
100 |
$108M |
+$11.4M |
-$9.57M |
+$1.78M |
VEU, DBEF, VYM, SPY, VB
|
13F-HR |
7/29/2015, 05:26 PM |
Q1 2015 |
100 |
$111M |
+$8.24M |
-$2.18M |
+$6.07M |
VEU, DBEF, SPY, VB, JNJ
|
13F-HR |
5/5/2015, 04:09 PM |
Q4 2014 |
101 |
$107M |
|
|
|
VEU, DBEF, SPY, JNJ, VYM
|
13F-HR |
1/27/2015, 03:07 PM |