| Q2 2024 |
244 |
$250M |
+$23.7M |
-$7.52M |
+$16.2M |
VNLA, DGRO, AMZN, VTI, AAPL
|
13F-HR |
7/12/2024, 10:02 AM |
| Q1 2024 |
226 |
$234M |
+$29M |
-$5.42M |
+$23.6M |
VNLA, DGRO, VTI, FTSL, VYM
|
13F-HR |
4/19/2024, 05:04 PM |
| Q4 2023 |
195 |
$199M |
+$14.2M |
-$8.36M |
+$5.82M |
VNLA, DGRO, FTSL, VYM, AAPL
|
13F-HR |
1/18/2024, 09:41 AM |
| Q3 2023 |
167 |
$177M |
+$10M |
-$2.63M |
+$7.4M |
VNLA, DGRO, FTSL, AAPL, VYM
|
13F-HR |
10/19/2023, 12:06 PM |
| Q2 2023 |
170 |
$182M |
+$31M |
-$3.49M |
+$27.6M |
VNLA, DGRO, FTSL, AAPL, VYM
|
13F-HR |
7/24/2023, 03:25 PM |
| Q1 2023 |
1,253 |
$245M |
+$66.6M |
-$28.8M |
+$37.8M |
VNLA, DGRO, FTSL, VYM, AAPL
|
13F-HR |
4/20/2023, 01:00 PM |
| Q4 2022 |
1,058 |
$209M |
+$46.3M |
-$8.07M |
+$38.2M |
DGRO, VNLA, FTSL, VYM, VOE
|
13F-HR |
1/26/2023, 08:30 AM |
| Q3 2022 |
987 |
$187M |
+$24M |
-$3.9M |
+$20.1M |
DGRO, FTSL, VYM, VNLA, AAPL
|
13F-HR |
10/12/2022, 10:14 AM |
| Q2 2022 |
947 |
$173M |
+$16.9M |
-$7.29M |
+$9.57M |
DGRO, FTSL, VYM, AAPL, ANGL
|
13F-HR |
8/3/2022, 03:13 PM |
| Q1 2022 |
904 |
$192M |
+$14.2M |
-$14.4M |
-$165K |
DGRO, FTSL, VYM, AAPL, ANGL
|
13F-HR |
4/28/2022, 06:23 PM |
| Q4 2021 |
905 |
$203M |
+$42.7M |
-$1.79M |
+$40.9M |
DGRO, FTSL, VYM, AAPL, QQQ
|
13F-HR |
1/18/2022, 12:24 PM |
| Q3 2021 |
812 |
$155M |
+$16.4M |
-$10.3M |
+$6.11M |
DGRO, VYM, FTSL, AAPL, FPXI
|
13F-HR |
11/4/2021, 10:47 AM |
| Q2 2021 |
890 |
$151M |
+$32.3M |
-$6.01M |
+$26.2M |
DGRO, VYM, FPXI, AAPL, CAPD
|
13F-HR |
8/3/2021, 01:07 PM |
| Q1 2021 |
855 |
$123M |
+$15.1M |
-$4.83M |
+$10.3M |
VYM, DGRO, CAPD, AAPL, AMZN
|
13F-HR |
5/10/2021, 05:05 PM |
| Q4 2020 |
811 |
$107M |
|
|
|
VYM, AAPL, CAPD, AMZN, AGG
|
13F-HR |
1/26/2021, 05:09 PM |