Q2 2024 |
82 |
$167M |
+$94M |
-$6.43M |
+$87.6M |
VOO, DGRO, JPST, MSFT, IVV
|
13F-HR |
7/19/2024, 10:50 AM |
Q1 2024 |
42 |
$77.8M |
+$1.7M |
-$23.2M |
-$21.5M |
DGRO, JPST, SPTS, XOM, DGRW
|
13F-HR |
4/17/2024, 03:05 PM |
Q4 2023 |
52 |
$97.5M |
+$2.84M |
-$11.4M |
-$8.59M |
DGRO, JPST, SPTS, AAPL, JEPI
|
13F-HR |
1/19/2024, 02:50 PM |
Q3 2023 |
50 |
$97.7M |
+$6.49M |
-$662K |
+$5.83M |
DGRO, JPST, JEPI, SPTS, AAPL
|
13F-HR |
10/20/2023, 11:42 AM |
Q2 2023 |
85 |
$166M |
+$92.8M |
-$9.32M |
+$83.5M |
VOO, DGRO, JPST, JEPI, AAPL
|
13F-HR |
7/24/2023, 03:25 PM |
Q1 2023 |
47 |
$88.1M |
+$3.09M |
-$3.38M |
-$296K |
DGRO, JPST, SPLV, QUAL, SPTS
|
13F-HR |
4/19/2023, 12:37 PM |
Q4 2022 |
50 |
$89M |
+$15.6M |
-$384K |
+$15.2M |
DGRO, JPST, SPLV, QUAL, SPTS
|
13F-HR |
1/20/2023, 01:15 PM |
Q3 2022 |
44 |
$70.6M |
+$4.14M |
-$2.51M |
+$1.63M |
JPST, DGRO, QUAL, TLS, JEPQ
|
13F-HR |
10/24/2022, 09:23 AM |
Q2 2022 |
83 |
$144M |
+$89.8M |
-$4.68M |
+$85.1M |
VOO, JPST, DGRO, IWV, QUAL
|
13F-HR |
7/29/2022, 12:06 PM |
Q1 2022 |
44 |
$67M |
+$4.52M |
-$3.4M |
+$1.11M |
JPST, DLN, DGRO, TLS, IXUS
|
13F-HR |
5/2/2022, 02:37 PM |
Q4 2021 |
82 |
$147M |
+$19.1M |
-$17M |
+$2.05M |
VOO, JPST, DLN, IWV, IWR
|
13F-HR |
1/27/2022, 11:15 AM |
Q3 2021 |
79 |
$148M |
+$4.93M |
-$1.9M |
+$3.03M |
VOO, TOTL, JPST, IWV, DLN
|
13F-HR |
10/25/2021, 08:53 AM |
Q2 2021 |
76 |
$146M |
+$13.9M |
-$4M |
+$9.85M |
TOTL, VOO, JPST, IWV, DLN
|
13F-HR |
7/21/2021, 03:23 PM |
Q1 2021 |
70 |
$133M |
+$10.3M |
-$12.5M |
-$2.17M |
TOTL, VOO, JPST, IWV, DLN
|
13F-HR |
4/21/2021, 12:04 PM |
Q4 2020 |
63 |
$128M |
+$4.28M |
-$1.97M |
+$2.31M |
TOTL, VOO, JPST, IWV, IWR
|
13F-HR |
1/21/2021, 12:57 PM |
Q3 2020 |
62 |
$118M |
+$11.5M |
-$3.65M |
+$7.82M |
TOTL, VOO, JPST, IWV, DLN
|
13F-HR |
11/2/2020, 03:56 PM |
Q2 2020 |
59 |
$110M |
+$12.3M |
-$687K |
+$11.6M |
TOTL, VOO, JPST, IWV, DLN
|
13F-HR |
7/20/2020, 08:48 PM |
Q1 2020 |
46 |
$89.9M |
+$12.9M |
-$6.31M |
+$6.55M |
TOTL, VOO, JPST, DLN, IWV
|
13F-HR |
4/21/2020, 08:47 AM |
Q4 2019 |
50 |
$99.8M |
+$3.35M |
-$511K |
+$2.84M |
TOTL, VOO, DLS, DLN, IWR
|
13F-HR |
1/10/2020, 04:58 PM |
Q3 2019 |
49 |
$89.1M |
+$3.62M |
-$544K |
+$3.07M |
TOTL, VOO, DLS, DLN, IWR
|
13F-HR |
10/7/2019, 08:33 AM |
Q2 2019 |
50 |
$89.4M |
+$709K |
-$1.06M |
-$352K |
TOTL, VOO, DLS, DLN, IWR
|
13F-HR |
7/19/2019, 04:29 PM |
Q1 2019 |
51 |
$88.3M |
+$9.08M |
-$1.41M |
+$7.67M |
TOTL, VOO, DLS, DLN, IWR
|
13F-HR |
5/1/2019, 04:48 PM |
Q4 2018 |
50 |
$74.3M |
|
|
|
TOTL, VOO, DLS, DLN, IWR
|
13F-HR |
1/16/2019, 03:48 PM |