Q2 2024 |
156 |
$217M |
+$19.1M |
-$10.7M |
+$8.45M |
IVV, DFAS, IJH, SCHF, FTEC
|
13F-HR |
7/25/2024, 12:33 PM |
Q1 2024 |
165 |
$208M |
+$25.9M |
-$8.79M |
+$17.1M |
DFAS, IJH, SCHF, JEPI, FTEC
|
13F-HR |
4/25/2024, 10:05 AM |
Q4 2023 |
160 |
$189M |
+$8.95M |
-$3.11M |
+$5.84M |
DFAS, FTEC, JEPI, IJH, SCHF
|
13F-HR |
1/19/2024, 12:06 PM |
Q3 2023 |
152 |
$169M |
+$15.4M |
-$1.12M |
+$14.2M |
JEPI, FTEC, DFAS, SCHF, IJH
|
13F-HR |
10/23/2023, 12:40 PM |
Q2 2023 |
159 |
$165M |
+$16.7M |
-$26M |
-$9.27M |
FTEC, DFAS, VYM, IJH, SCHF
|
13F-HR |
7/19/2023, 03:57 PM |
Q1 2023 |
173 |
$175M |
+$10.1M |
-$4.29M |
+$5.79M |
QYLD, FTEC, VYM, SCHA, IJH
|
13F-HR |
5/9/2023, 03:29 PM |
Q4 2022 |
169 |
$163M |
+$15.4M |
-$6.83M |
+$8.6M |
VYM, QYLD, FTEC, SCHA, LOW
|
13F-HR |
1/30/2023, 02:17 PM |
Q3 2022 |
157 |
$147M |
+$14.9M |
-$10.8M |
+$4.08M |
VYM, QYLD, FTEC, LOW, FHLC
|
13F-HR |
10/31/2022, 01:23 PM |
Q2 2022 |
159 |
$154M |
+$5.2M |
-$3.39M |
+$1.81M |
VYM, QYLD, FTEC, IGSB, FHLC
|
13F-HR |
8/1/2022, 10:42 AM |
Q1 2022 |
169 |
$175M |
+$19.9M |
-$3.94M |
+$16M |
FTEC, QYLD, VYM, IGSB, LOW
|
13F-HR |
5/10/2022, 02:29 PM |
Q4 2021 |
158 |
$175M |
+$14.4M |
-$5.03M |
+$9.37M |
FTEC, VYM, QYLD, LOW, IGSB
|
13F-HR |
2/7/2022, 02:08 PM |
Q3 2021 |
160 |
$159M |
+$9.64M |
-$10.7M |
-$1.04M |
FTEC, VYM, IGSB, LOW, VOOG
|
13F-HR |
11/2/2021, 01:09 PM |
Q2 2021 |
163 |
$166M |
+$7.06M |
-$1.76M |
+$5.3M |
FTEC, VYM, IGSB, LOW, VOOG
|
13F-HR |
7/27/2021, 02:38 PM |
Q1 2021 |
158 |
$154M |
+$5.65M |
-$1.72M |
+$3.93M |
VYM, FTEC, LOW, IGSB, VOOG
|
13F-HR |
5/4/2021, 10:11 AM |
Q4 2020 |
159 |
$142M |
+$14.5M |
-$1.8M |
+$12.7M |
FTEC, VYM, ARKK, VOOG, V
|
13F-HR |
2/10/2021, 05:18 PM |
Q3 2020 |
133 |
$117M |
+$3.55M |
-$6.97M |
-$3.42M |
FTEC, VYM, LOW, IGSB, V
|
13F-HR |
11/9/2020, 01:45 PM |
Q2 2020 |
130 |
$115M |
+$8.73M |
-$4.27M |
+$4.46M |
FTEC, VYM, V, LOW, VOOG
|
13F-HR |
8/4/2020, 10:53 AM |
Q1 2020 |
132 |
$98M |
+$3.99M |
-$2.08M |
+$1.91M |
VYM, VOOG, IGSB, V, DUK
|
13F-HR |
5/8/2020, 11:35 AM |
Q4 2019 |
151 |
$129M |
+$6.53M |
-$2.6M |
+$3.93M |
VYM, VOOG, V, LOW, IGSB
|
13F-HR |
2/5/2020, 08:41 AM |
Q3 2019 |
143 |
$122M |
+$4.02M |
-$462K |
+$3.56M |
VYM, VOOG, V, DUK, MINT
|
13F-HR |
11/4/2019, 12:15 PM |
Q2 2019 |
144 |
$118M |
+$4.96M |
-$1.76M |
+$3.2M |
VYM, VOOG, V, MINT, IGSB
|
13F-HR |
8/13/2019, 04:48 PM |
Q1 2019 |
151 |
$115M |
+$6.9M |
-$583K |
+$6.31M |
VYM, VOOG, V, DUK, LOW
|
13F-HR |
5/9/2019, 04:03 PM |
Q4 2018 |
131 |
$98.5M |
+$2.51M |
-$1.33M |
+$1.18M |
VYM, VOOG, DUK, V, LOW
|
13F-HR |
2/8/2019, 02:27 PM |
Q3 2018 |
139 |
$113M |
+$3.42M |
-$3.43M |
-$2.61K |
VYM, VOOG, V, LOW, BXMX
|
13F-HR |
11/5/2018, 02:21 PM |
Q2 2018 |
144 |
$111M |
+$2.62M |
-$2.87M |
-$249K |
VYM, VOOG, V, BXMX, DUK
|
13F-HR |
8/13/2018, 10:27 AM |
Q1 2018 |
151 |
$110M |
+$4.6M |
-$967K |
+$3.63M |
VYM, VOOG, BXMX, V, DUK
|
13F-HR |
5/8/2018, 09:49 AM |
Q4 2017 |
146 |
$111M |
+$5.15M |
-$1.05M |
+$4.1M |
VYM, VOOG, BXMX, NNC, V
|
13F-HR |
2/1/2018, 11:47 AM |
Q3 2017 |
142 |
$105M |
+$4.17M |
-$1.12M |
+$3.05M |
VYM, VOOG, BXMX, NNC, DUK
|
13F-HR |
11/2/2017, 01:29 PM |
Q2 2017 |
131 |
$101M |
+$1.92M |
-$1.02M |
+$900K |
VYM, VOOG, BXMX, NNC, DUK
|
13F-HR |
8/9/2017, 05:06 PM |
Q1 2017 |
134 |
$100M |
+$2.76M |
-$2.18M |
+$574K |
VYM, VOOG, BXMX, DUK, NNC
|
13F-HR |
5/8/2017, 10:28 AM |
Q4 2016 |
136 |
$96.9M |
|
|
|
VYM, VOOG, BXMX, NNC, IGSB
|
13F-HR |
2/8/2017, 10:41 AM |