| Q2 2024 |
170 |
$195M |
+$10.4M |
-$18.5M |
-$8.06M |
VOO, MSFT, SPY, OKE, DGRO
|
13F-HR |
8/1/2024, 01:35 PM |
| Q1 2024 |
170 |
$204M |
+$22.3M |
-$8.2M |
+$14.1M |
VOO, MSFT, SPY, OKE, DGRO
|
13F-HR |
4/30/2024, 12:59 PM |
| Q4 2023 |
164 |
$176M |
+$14.5M |
-$15.3M |
-$728K |
VOO, MSFT, SPY, DGRO, OKE
|
13F-HR |
1/24/2024, 09:26 AM |
| Q3 2023 |
166 |
$160M |
+$37.9M |
-$13.3M |
+$24.6M |
VOO, DGRO, MSFT, SPY, OKE
|
13F-HR |
11/1/2023, 10:37 AM |
| Q2 2023 |
131 |
$127M |
+$54M |
-$19M |
+$35.1M |
SPY, MSFT, DGRO, BRKB, JNJ
|
13F-HR |
8/2/2023, 10:16 AM |
| Q1 2023 |
128 |
$117M |
+$7.98M |
-$35.2M |
-$27.2M |
DGRO, VOO, OKE, SPY, BRKB
|
13F-HR |
4/27/2023, 03:45 PM |
| Q4 2022 |
161 |
$187M |
+$42.2M |
-$10.8M |
+$31.4M |
OKE, DGRO, VOO, BRKB, ABBV
|
13F-HR |
1/31/2023, 09:21 AM |
| Q3 2022 |
150 |
$147M |
+$29.5M |
-$4.27M |
+$25.2M |
VTI, VOO, DGRO, OKE, MSFT
|
13F-HR |
10/26/2022, 06:38 PM |
| Q2 2022 |
155 |
$135M |
+$23.9M |
-$31.3M |
-$7.31M |
VTI, DGRO, VOO, OKE, SPY
|
13F-HR |
8/8/2022, 11:49 AM |
| Q1 2022 |
144 |
$171M |
+$19.6M |
-$49.4M |
-$29.8M |
OKE, BRKB, VTI, MSFT, DGRO
|
13F-HR |
5/4/2022, 01:41 PM |
| Q4 2021 |
218 |
$240M |
|
|
|
AAPL, MSFT, OKE, SPY, BRKB
|
13F-HR |
2/16/2022, 01:12 PM |