Q2 2024 |
111 |
$369M |
+$24.4M |
-$12.8M |
+$11.6M |
FBND, SCHB, VCSH, SCHD, SPYG
|
13F-HR |
7/12/2024, 02:12 PM |
Q1 2024 |
108 |
$354M |
+$28.3M |
-$13.9M |
+$14.4M |
FBND, SCHD, VCSH, SCHB, SPYG
|
13F-HR |
4/15/2024, 09:13 PM |
Q4 2023 |
105 |
$323M |
+$23.1M |
-$7.3M |
+$15.8M |
FBND, VCSH, SCHD, SCHB, SPYG
|
13F-HR |
1/8/2024, 09:46 PM |
Q3 2023 |
86 |
$283M |
+$19.1M |
-$5.95M |
+$13.1M |
FBND, SCHD, VCSH, SCHB, IWF
|
13F-HR |
10/19/2023, 11:48 AM |
Q2 2023 |
92 |
$287M |
+$21.1M |
-$15.2M |
+$5.91M |
SCHD, VCSH, FBND, SCHB, IWF
|
13F-HR |
7/11/2023, 09:02 PM |
Q1 2023 |
89 |
$271M |
+$20.5M |
-$7.72M |
+$12.7M |
SCHD, VCSH, JPST, SCHB, JMST
|
13F-HR |
5/8/2023, 04:58 PM |
Q4 2022 |
88 |
$251M |
+$35.4M |
-$3.06M |
+$32.3M |
SCHD, VCSH, JPST, SCHB, JMST
|
13F-HR |
1/20/2023, 03:01 PM |
Q3 2022 |
82 |
$206M |
+$11.3M |
-$2.09M |
+$9.26M |
VCSH, SCHD, SCHB, JPST, JMST
|
13F-HR |
10/13/2022, 08:13 PM |
Q2 2022 |
83 |
$209M |
+$39.9M |
-$8.94M |
+$31M |
VCSH, SCHD, SCHB, JPST, IWF
|
13F-HR |
7/28/2022, 05:44 PM |
Q1 2022 |
75 |
$203M |
+$26.4M |
-$2.24M |
+$24.1M |
VCSH, SCHD, SCHB, IWF, VYM
|
13F-HR |
5/5/2022, 07:19 PM |
Q4 2021 |
72 |
$197M |
+$31.6M |
-$7.72M |
+$23.8M |
VCSH, SCHD, SCHB, IWF, VYM
|
13F-HR |
2/2/2022, 03:10 PM |
Q3 2021 |
62 |
$161M |
+$7.24M |
-$1.65M |
+$5.59M |
SCHB, VCSH, SCHD, IWF, VOO
|
13F-HR |
11/8/2021, 09:17 PM |
Q2 2021 |
64 |
$157M |
+$7.02M |
-$1.14M |
+$5.88M |
SCHB, SCHD, VCSH, IWF, VYM
|
13F-HR |
7/23/2021, 01:02 PM |
Q1 2021 |
61 |
$144M |
+$7.11M |
-$3.05M |
+$4.07M |
SCHB, VCSH, SCHD, IWF, VYM
|
13F-HR |
4/29/2021, 11:06 AM |
Q4 2020 |
61 |
$133M |
+$7.39M |
-$5.19M |
+$2.2M |
SCHB, IWF, VCSH, SCHD, VYM
|
13F-HR |
1/19/2021, 08:22 PM |
Q3 2020 |
56 |
$118M |
+$4.94M |
-$2.43M |
+$2.5M |
IWF, SCHB, VCSH, SCHD, VYM
|
13F-HR |
10/15/2020, 06:08 PM |
Q2 2020 |
56 |
$110M |
+$3.14M |
-$2.48M |
+$655K |
IWF, SCHB, VCSH, SCHD, VYM
|
13F-HR |
8/13/2020, 01:22 PM |
Q1 2020 |
51 |
$94.2M |
+$6.3M |
-$2.38M |
+$3.92M |
IWF, VCSH, SCHB, VYM, VCIT
|
13F-HR |
5/4/2020, 03:45 PM |
Q4 2019 |
64 |
$115M |
|
|
|
IWF, SCHB, VCSH, VYM, VCIT
|
13F-HR |
1/30/2020, 11:40 AM |