Q2 2022 |
197 |
$380M |
+$51.5M |
-$19.5M |
+$32M |
QQQ, DGRO, SCHD, VIG, MCD
|
13F-HR |
7/25/2022, 09:16 AM |
Q1 2022 |
221 |
$460M |
+$64.5M |
-$93.6M |
-$29.2M |
QQQ, DGRO, JMST, VIG, MCD
|
13F-HR |
4/14/2022, 10:24 AM |
Q4 2021 |
264 |
$515M |
+$78.3M |
-$9.72M |
+$68.6M |
JMST, QQQ, DGRO, VIG, MCD
|
13F-HR |
1/21/2022, 08:39 AM |
Q3 2021 |
268 |
$412M |
+$31.6M |
-$1.06M |
+$30.5M |
JMST, QQQ, DGRO, VIG, MCD
|
13F-HR |
10/13/2021, 08:56 AM |
Q2 2021 |
246 |
$382M |
+$14.3M |
-$41.8M |
-$27.5M |
JMST, QQQ, DGRO, VIG, MCD
|
13F-HR |
7/21/2021, 09:14 AM |
Q1 2021 |
232 |
$392M |
+$150M |
-$11.7M |
+$139M |
JMST, QQQ, DGRO, VIG, MCD
|
13F-HR |
4/14/2021, 10:31 AM |
Q4 2020 |
181 |
$242M |
+$16.9M |
-$2.77M |
+$14.1M |
QQQ, DGRO, VIG, MCD, AAPL
|
13F-HR |
1/29/2021, 08:36 AM |
Q3 2020 |
151 |
$208M |
+$17.4M |
-$1.86M |
+$15.6M |
QQQ, DGRO, MCD, VIG, TOTL
|
13F-HR |
10/9/2020, 10:24 AM |
Q2 2020 |
148 |
$182M |
+$36.6M |
-$6.39M |
+$30.2M |
QQQ, DGRO, MCD, VIG, TOTL
|
13F-HR |
7/17/2020, 10:07 AM |
Q1 2020 |
164 |
$130M |
+$57.3M |
-$35.3M |
+$22M |
QQQ, DGRO, MCD, VIG, CVS
|
13F-HR |
4/16/2020, 03:13 PM |
Q4 2019 |
167 |
$138M |
|
|
|
HDV, QQQ, MCD, IWB, AAPL
|
13F-HR |
1/14/2020, 08:27 AM |
Q4 2017 |
170 |
$79.6M |
+$3.89M |
-$765K |
+$3.12M |
MCD, QQQXXXX, SCHB, XLE, SPY
|
13F-HR |
1/25/2018, 03:05 PM |
Q3 2017 |
243 |
$75.6M |
+$5.51M |
-$4.36M |
+$1.15M |
MCD, QQQXXXX, SCHB, XLE, SPY
|
13F-HR |
10/26/2017, 01:36 PM |
Q2 2017 |
160 |
$72M |
+$4.62M |
-$16.1M |
-$11.5M |
MCD, QQQXXXX, SPY, SCHB, HDV
|
13F-HR |
8/14/2017, 04:45 PM |
Q1 2017 |
186 |
$81.5M |
+$4.35M |
-$20.3M |
-$15.9M |
QQQXXXX, MCD, SPY, HDV, VZ
|
13F-HR |
4/26/2017, 04:11 PM |
Q4 2016 |
193 |
$93.3M |
+$604K |
-$3.51M |
-$2.9M |
QQQXXXX, SPY, MCD, HDV, VZ
|
13F-HR |
2/6/2017, 11:01 AM |
Q3 2016 |
192 |
$94M |
+$3.06M |
-$8.99M |
-$5.93M |
QQQXXXX, SPY, HDV, MCD, VZ
|
13F-HR |
10/27/2016, 01:21 PM |
Q2 2016 |
174 |
$97.5M |
+$3.74M |
-$3.81M |
-$70.1K |
QQQXXXX, SPY, HDV, MCD, VZ
|
13F-HR |
8/2/2016, 07:51 AM |
Q1 2016 |
160 |
$98.2M |
+$2.22M |
-$9.48M |
-$7.26M |
QQQXXXX, MCD, SPY, HDV, VZ
|
13F-HR |
4/21/2016, 10:58 AM |
Q4 2015 |
172 |
$104M |
+$7.96M |
-$21M |
-$13M |
QQQXXXX, MCD, SPY, HDV, DIS
|
13F-HR |
1/27/2016, 09:49 AM |
Q3 2015 |
159 |
$110M |
+$21.5M |
-$20.1M |
+$1.41M |
HDV, QQQXXXX, SPY, INTC, DIS
|
13F-HR |
10/27/2015, 02:30 PM |
Q2 2015 |
137 |
$117M |
+$18M |
-$16.5M |
+$1.51M |
HDV, SPY, QQQXXXX, PFE, EEM
|
13F-HR |
7/22/2015, 11:23 AM |
Q1 2015 |
149 |
$124M |
+$7.07M |
-$17.7M |
-$10.6M |
HDV, SPY, QQQXXXX, MUB, PFE
|
13F-HR |
4/16/2015, 09:52 AM |
Q4 2014 |
213 |
$135M |
+$14.8M |
-$8.63M |
+$6.13M |
HDV, SPY, MUB, QQQXXXX, INTC
|
13F-HR |
1/27/2015, 11:27 AM |
Q3 2014 |
132 |
$128M |
+$5.84M |
-$8.17M |
-$2.33M |
HDV, SPY, MUB, QQQXXXX, IDV
|
13F-HR |
10/22/2014, 04:08 PM |
Q2 2014 |
104 |
$130M |
+$16.6M |
-$4.93M |
+$11.6M |
HDV, SPY, MUB, QQQXXXX, IDV
|
13F-HR |
8/11/2014, 01:40 PM |
Q1 2014 |
104 |
$126M |
+$27.5M |
-$1.52M |
+$25.9M |
HDV, SPY, MUB, QQQXXXX, HYDXXXX
|
13F-HR |
5/6/2014, 07:09 PM |
Q4 2013 |
96 |
$105M |
|
|
|
HDV, SPY, QQQXXXX, MUB, 4945SC
|
13F-HR |
1/30/2014, 11:55 AM |