Q1 2025 |
215 |
$391M |
+$14.6M |
-$17.2M |
-$2.63M |
IVV, DGRO, IJR, QQQ, MOAT
|
13F-HR |
4/9/2025, 02:59 PM |
Q4 2024 |
205 |
$402M |
+$20.6M |
-$8.97M |
+$11.6M |
IVV, IJR, DGRO, MOAT, QQQ
|
13F-HR |
1/31/2025, 06:24 PM |
Q3 2024 |
208 |
$395M |
+$15.8M |
-$9.02M |
+$6.73M |
IVV, IJR, DGRO, MOAT, QQQ
|
13F-HR |
11/12/2024, 09:48 AM |
Q2 2024 |
195 |
$365M |
+$15.9M |
-$11.3M |
+$4.61M |
IVV, IJR, DGRO, QQQ, MOAT
|
13F-HR |
8/12/2024, 09:57 AM |
Q1 2024 |
187 |
$359M |
+$39.9M |
-$9.75M |
+$30.2M |
IVV, IJR, DGRO, QQQ, MOAT
|
13F-HR |
4/15/2024, 12:23 PM |
Q4 2023 |
176 |
$316M |
+$41.6M |
-$14M |
+$27.5M |
IVV, IJR, DGRO, QQQ, FVD
|
13F-HR |
1/19/2024, 10:55 AM |
Q3 2023 |
158 |
$263M |
+$25.7M |
-$14M |
+$11.7M |
IVV, IJR, DGRO, FVD, FPE
|
13F-HR |
10/18/2023, 09:13 AM |
Q2 2023 |
153 |
$266M |
+$13.4M |
-$29.7M |
-$16.3M |
IVV, IJR, DGRO, QQQ, FVD
|
13F-HR |
8/11/2023, 12:48 PM |
Q1 2023 |
156 |
$275M |
+$2.24M |
-$21.2M |
-$18.9M |
IVV, IJR, DGRO, QQQ, FPE
|
13F-HR |
5/10/2023, 05:00 PM |
Q4 2022 |
159 |
$285M |
+$15.5M |
-$8.66M |
+$6.88M |
IVV, IJR, DGRO, FPE, QQQ
|
13F-HR |
2/10/2023, 04:37 PM |
Q3 2022 |
277 |
$266M |
+$19M |
-$6.03M |
+$13M |
IVV, IJR, DGRO, FPE, QQQ
|
13F-HR |
11/15/2022, 12:55 PM |
Q2 2022 |
144 |
$270M |
+$12.2M |
-$14.6M |
-$2.38M |
IVV, IJR, DGRO, FPE, QQQ
|
13F-HR |
7/19/2022, 08:20 PM |
Q1 2022 |
143 |
$317M |
+$19.7M |
-$11M |
+$8.73M |
IVV, IJR, DGRO, QQQ, FPE
|
13F-HR |
5/5/2022, 10:31 AM |
Q4 2021 |
133 |
$324M |
+$25M |
-$9.45M |
+$15.5M |
IVV, IJR, DGRO, QQQ, IWD
|
13F-HR |
1/26/2022, 01:17 PM |
Q3 2021 |
234 |
$296M |
$0 |
$0 |
|
IVV, IJR, DGRO, IWD, IWR
|
13F-HR |
11/2/2021, 02:31 PM |