| Q2 2024 |
39 |
$170M |
+$22.2M |
-$16.8M |
+$5.36M |
VIG, SCHD, JPST, SPSB, TCAF
|
13F-HR |
8/13/2024, 07:24 PM |
| Q1 2024 |
39 |
$162M |
+$1.07M |
-$1.53M |
-$465K |
JPST, SCHD, VIG, TCAF, GILD
|
13F-HR |
5/8/2024, 08:22 PM |
| Q4 2023 |
36 |
$156M |
+$18M |
-$7.44M |
+$10.6M |
JPST, SCHD, VIG, TCAF, GILD
|
13F-HR |
2/2/2024, 06:56 PM |
| Q3 2023 |
39 |
$136M |
+$1.27M |
-$7.88M |
-$6.6M |
JPST, SCHD, VIG, GILD, AAPL
|
13F-HR |
11/15/2023, 06:44 PM |
| Q2 2023 |
37 |
$147M |
+$886K |
-$6.27M |
-$5.39M |
JPST, SCHD, VIG, GILD, AAPL
|
13F-HR |
8/4/2023, 07:25 PM |
| Q1 2023 |
34 |
$147M |
+$779K |
-$603K |
+$177K |
JPST, SCHD, VIG, GILD, AAPL
|
13F-HR |
5/8/2023, 07:46 PM |
| Q4 2022 |
34 |
$143M |
+$6.31M |
-$1.9M |
+$4.41M |
JPST, SCHD, VIG, GILD, SCHY
|
13F-HR |
1/20/2023, 05:39 PM |
| Q3 2022 |
31 |
$128M |
+$14.3M |
-$706K |
+$13.6M |
JPST, SCHD, VIG, GILD, AAPL
|
13F-HR |
10/28/2022, 04:44 PM |
| Q2 2022 |
33 |
$123M |
+$3.91M |
-$623K |
+$3.29M |
SCHD, JPST, VIG, GILD, SCHY
|
13F-HR |
7/19/2022, 06:03 PM |
| Q1 2022 |
313 |
$144M |
+$12M |
-$877K |
+$11.1M |
SCHD, VIG, JPST, GILD, SCHG
|
13F-HR |
5/10/2022, 07:42 PM |
| Q4 2021 |
308 |
$145M |
+$3.03M |
-$494K |
+$2.54M |
SCHD, VIG, JPST, GILD, SCHG
|
13F-HR |
2/4/2022, 07:32 PM |
| Q3 2021 |
331 |
$133M |
+$7.41M |
-$14.1M |
-$6.7M |
SCHD, VIG, JPST, GILD, SCHG
|
13F-HR |
11/10/2021, 07:22 PM |
| Q2 2021 |
397 |
$141M |
+$13.8M |
-$7.94M |
+$5.88M |
SCHD, VIG, JPST, GILD, AAPL
|
13F-HR |
8/4/2021, 08:05 PM |
| Q1 2021 |
350 |
$128M |
+$3.77M |
-$2.41M |
+$1.35M |
VIG, SCHD, JPST, GILD, AAPL
|
13F-HR |
5/13/2021, 02:35 PM |
| Q4 2020 |
313 |
$121M |
|
|
|
VIG, JPST, SCHD, GILD, AAPL
|
13F-HR |
1/29/2021, 07:28 PM |