| Q1 2024 |
160 |
$634M |
+$60.3M |
-$43.8M |
+$16.5M |
CGCP, VOO, VXUS, SCHD, AGG, CGDV |
13F-HR |
5/8/2024, 01:32 PM |
| Q4 2023 |
153 |
$584M |
+$54.3M |
-$33.9M |
+$20.5M |
CGCP, VOO, SCHD, AGG, CGDV, CGUS |
13F-HR |
1/24/2024, 10:13 AM |
| Q3 2023 |
155 |
$518M |
+$29.6M |
-$15.4M |
+$14.2M |
CGCP, VOO, SCHD, PG, CGDV, CGUS |
13F-HR |
11/6/2023, 11:33 AM |
| Q2 2023 |
146 |
$523M |
+$55.1M |
-$17.6M |
+$37.5M |
CGCP, VOO, SCHD, PG, CGDV, CGUS |
13F-HR |
8/9/2023, 03:03 PM |
| Q1 2023 |
145 |
$471M |
+$45.3M |
-$13.8M |
+$31.5M |
VOO, CGCP, SCHD, PG, CGDV, SCHZ |
13F-HR |
5/9/2023, 04:31 PM |
| Q4 2022 |
149 |
$438M |
+$51.9M |
-$4.88M |
+$47M |
SCHD, VOO, CGCP, PG, SCHZ, CGDV |
13F-HR |
2/13/2023, 02:47 PM |
| Q3 2022 |
144 |
$368M |
+$72.9M |
-$12.4M |
+$60.5M |
VOO, SCHD, CGCP, PG, SCHZ, JPST |
13F-HR |
11/10/2022, 01:37 PM |
| Q2 2022 |
135 |
$348M |
+$72.5M |
-$18.1M |
+$54.4M |
SCHD, VOO, SCHZ, PG, CGCP, AAPL |
13F-HR |
8/5/2022, 04:11 PM |
| Q1 2022 |
143 |
$346M |
+$43.8M |
-$5.36M |
+$38.5M |
SCHD, VOO, PG, AAPL, AGG, SCHG |
13F-HR |
5/4/2022, 10:43 AM |
| Q4 2021 |
135 |
$347M |
+$26.2M |
-$11.2M |
+$15M |
VOO, SCHD, PG, AAPL, AGG, SCHG |
13F-HR |
2/4/2022, 02:03 PM |
| Q3 2021 |
135 |
$309M |
+$18.4M |
-$1.22M |
+$17.2M |
SCHD, VOO, PG, AGG, AAPL, SCHG |
13F-HR |
11/2/2021, 06:36 PM |
| Q2 2021 |
132 |
$297M |
+$43.1M |
-$9.65M |
+$33.4M |
SCHD, VOO, AGG, PG, AAPL, SCHG |
13F-HR |
8/9/2021, 04:46 PM |
| Q1 2021 |
123 |
$255M |
+$27.3M |
-$9.59M |
+$17.7M |
SCHD, VOO, PG, AAPL, SCHG, SCHA |
13F-HR |
5/13/2021, 04:58 PM |
| Q4 2020 |
111 |
$230M |
+$12.7M |
-$605K |
+$12.1M |
VOO, SCHD, PG, AAPL, SCHG, VIG |
13F-HR |
2/9/2021, 11:49 AM |
| Q3 2020 |
95 |
$197M |
+$23.1M |
-$1.39M |
+$21.8M |
VOO, SCHD, PG, AAPL, SCHG, VIG |
13F-HR |
11/10/2020, 07:59 PM |
| Q2 2020 |
97 |
$175M |
+$57.6M |
-$11.6M |
+$46.1M |
VOO, SCHD, PG, AAPL, SCHG, VIG |
13F-HR |
8/10/2020, 09:22 PM |
| Q1 2020 |
93 |
$113M |
|
|
|
SCHD, PG, VOO, AAPL, VIG, SCHZ |
13F-HR |
5/11/2020, 08:15 PM |