Q1 2025 |
681 |
$5.11B |
+$415M |
-$231M |
+$183M |
DGRO, IQLT, EMLP, SDVY, XLF
|
13F-HR |
4/14/2025, 12:33 PM |
Q4 2024 |
670 |
$4.91B |
+$273M |
-$128M |
+$144M |
DGRO, IQLT, EMLP, SDVY, AAPL
|
13F-HR |
1/13/2025, 11:01 AM |
Q3 2024 |
666 |
$4.86B |
+$277M |
-$145M |
+$132M |
DGRO, IQLT, EMLP, SDVY, AAPL
|
13F-HR |
10/17/2024, 01:07 PM |
Q2 2024 |
649 |
$4.42B |
+$346M |
-$180M |
+$166M |
DGRO, IQLT, EMLP, SDVY, AAPL
|
13F-HR |
7/12/2024, 09:06 AM |
Q1 2024 |
634 |
$4.28B |
+$372M |
-$252M |
+$121M |
DGRO, IQLT, SMDV, EMLP, HD
|
13F-HR |
4/15/2024, 10:09 AM |
Q4 2023 |
626 |
$3.99B |
+$146M |
-$73.5M |
+$72.5M |
DGRO, IQLT, SMDV, EMLP, XLK
|
13F-HR |
1/5/2024, 12:02 PM |
Q3 2023 |
601 |
$3.61B |
+$632M |
-$148M |
+$485M |
DGRO, IQLT, SMDV, EMLP, XLV
|
13F-HR |
10/16/2023, 03:17 PM |
Q2 2023 |
549 |
$3.28B |
+$230M |
-$52.4M |
+$178M |
DGRO, IQLT, SMDV, EMLP, XLK
|
13F-HR |
7/11/2023, 01:16 PM |
Q1 2023 |
570 |
$3.39B |
+$213M |
-$111M |
+$102M |
DGRO, SMDV, EMLP, IQLT, XLV
|
13F-HR |
4/10/2023, 11:13 AM |
Q4 2022 |
580 |
$3.3B |
+$190M |
-$51.8M |
+$138M |
DGRO, ANGL, SMDV, EMLP, XLV
|
13F-HR |
1/5/2023, 03:01 PM |
Q3 2022 |
545 |
$2.92B |
+$198M |
-$52.9M |
+$145M |
DGRO, ANGL, EMLP, SMDV, XLV
|
13F-HR |
10/5/2022, 04:46 PM |
Q2 2022 |
560 |
$3.01B |
+$242M |
-$106M |
+$136M |
DGRO, ANGL, SMDV, XLK, XLV
|
13F-HR |
7/6/2022, 12:11 PM |
Q1 2022 |
588 |
$3.27B |
+$189M |
-$57.9M |
+$131M |
DGRO, ANGL, XLK, SMDV, SDY
|
13F-HR |
4/13/2022, 12:03 PM |
Q4 2021 |
593 |
$3.27B |
+$154M |
-$40.8M |
+$113M |
DGRO, XLK, ANGL, HD, SDY
|
13F-HR |
1/10/2022, 02:27 PM |
Q3 2021 |
578 |
$2.97B |
+$188M |
-$74.8M |
+$114M |
DGRO, ANGL, XLK, HD, SDY
|
13F-HR |
10/13/2021, 07:45 AM |
Q2 2021 |
568 |
$2.9B |
+$165M |
-$37.8M |
+$127M |
DGRO, XLK, SDY, HD, ANGL
|
13F-HR |
7/14/2021, 01:19 PM |
Q1 2021 |
555 |
$2.65B |
+$198M |
-$80.3M |
+$118M |
DGRO, SDY, XLK, HD, MBB
|
13F-HR |
4/27/2021, 11:06 AM |
Q4 2020 |
533 |
$2.39B |
+$153M |
-$34.6M |
+$119M |
DGRO, XLK, MBB, SDY, HD
|
13F-HR |
1/20/2021, 04:50 PM |
Q3 2020 |
517 |
$2.09B |
+$212M |
-$96.9M |
+$115M |
DGRO, MBB, HD, XLK, SDY
|
13F-HR |
10/29/2020, 05:18 PM |
Q2 2020 |
502 |
$1.93B |
+$218M |
-$68M |
+$150M |
DGRO, VCSH, SDY, HD, XLK
|
13F-HR |
7/20/2020, 10:55 AM |
Q1 2020 |
470 |
$1.47B |
+$111M |
-$229M |
-$117M |
SDY, VCSH, HD, XLK, XLF
|
13F-HR |
4/13/2020, 11:29 AM |
Q4 2019 |
515 |
$2.07B |
+$107M |
-$35.9M |
+$71.3M |
SDY, ACWX, VCSH, XLF, VYMI
|
Restatement |
9/10/2020, 11:32 AM |
Q3 2019 |
511 |
$1.91B |
+$100M |
-$29.5M |
+$70.7M |
SDY, ACWX, VCSH, XLF, HD
|
13F-HR |
10/24/2019, 02:09 PM |
Q2 2019 |
511 |
$1.82B |
+$153M |
-$77.3M |
+$75.3M |
SDY, ACWX, VCSH, XLF, HD
|
13F-HR |
7/17/2019, 04:09 PM |
Q1 2019 |
493 |
$1.71B |
+$102M |
-$38.1M |
+$63.5M |
SDY, ACWX, VCSH, IJH, XLK
|
13F-HR |
4/11/2019, 12:21 PM |
Q4 2018 |
475 |
$1.5B |
+$71.9M |
-$67.5M |
+$4.4M |
SDY, ACWX, VCSH, IJH, XLF
|
13F-HR |
1/17/2019, 09:12 AM |
Q3 2018 |
492 |
$1.69B |
+$72.5M |
-$40.3M |
+$32.3M |
SDY, ACWX, XLF, IJH, XLK
|
13F-HR |
10/15/2018, 12:59 PM |
Q2 2018 |
493 |
$1.61B |
+$107M |
-$46.5M |
+$60.4M |
SDY, ACWX, IJH, XLK, XLF
|
13F-HR |
7/9/2018, 07:42 PM |
Q1 2018 |
484 |
$1.53B |
+$99.7M |
-$27.5M |
+$72.2M |
SDY, ACWX, XLF, IJH, XLK
|
13F-HR |
4/16/2018, 04:28 PM |
Q4 2017 |
486 |
$1.53B |
+$88.5M |
-$667M |
-$579M |
SDY, ACWX, XLF, IJH, XLK
|
13F-HR |
1/17/2018, 03:01 PM |
Q3 2017 |
465 |
$1.34B |
+$59.6M |
-$30.2M |
+$29.4M |
SDY, IJH, XLK, IJR, VCSH
|
13F-HR |
10/17/2017, 02:35 PM |
Q2 2017 |
465 |
$1.39B |
+$115M |
-$46.2M |
+$68.8M |
SDY, ACWX, IJH, XLF, XLK
|
13F-HR |
7/11/2017, 10:13 AM |
Q1 2017 |
458 |
$1.32B |
+$157M |
-$41.8M |
+$115M |
SDY, ACWX, IJH, XLF, XLK
|
13F-HR |
4/18/2017, 02:20 PM |
Q4 2016 |
451 |
$1.19B |
+$106M |
-$97M |
+$8.66M |
SDY, IJH, LQD, XLF, IJR
|
13F-HR |
1/17/2017, 11:21 AM |
Q3 2016 |
442 |
$1.14B |
+$96.1M |
-$35.3M |
+$60.8M |
SDY, LQD, IJH, DVY, IJR
|
13F-HR |
10/18/2016, 09:48 AM |
Q2 2016 |
430 |
$1.07B |
+$112M |
-$72.2M |
+$40.2M |
SDY, LQD, IJH, DVY, IJR
|
13F-HR |
7/20/2016, 04:47 PM |
Q1 2016 |
433 |
$1.02B |
+$85.1M |
-$60M |
+$25M |
SDY, IJH, LQD, DVY, IJR
|
13F-HR |
4/14/2016, 02:32 PM |
Q4 2015 |
428 |
$970M |
+$80.9M |
-$18.7M |
+$62.2M |
SDY, IJH, HYG, IJR, DVY
|
13F-HR |
1/11/2016, 01:26 PM |
Q3 2015 |
384 |
$890M |
+$63M |
-$22.4M |
+$40.6M |
SDY, HYG, IJH, IJR, DVY
|
13F-HR |
10/28/2015, 02:09 PM |
Q2 2015 |
405 |
$927M |
+$44.7M |
-$18.1M |
+$26.6M |
SDY, HYG, IJH, IJR, DVY
|
13F-HR |
7/27/2015, 03:32 PM |
Q1 2015 |
404 |
$943M |
+$81.3M |
-$351M |
-$270M |
SDY, HYG, IJH, IJR, DVY
|
Restatement |
4/29/2015, 09:34 AM |
Q4 2014 |
392 |
$873M |
+$63.8M |
-$18.6M |
+$45.3M |
SDY, IJH, IJR, SJNK, DVY
|
Restatement |
5/5/2015, 09:22 AM |
Q3 2014 |
385 |
$872M |
+$60.3M |
-$14.5M |
+$45.8M |
SDY, IJH, SJNK, IJR, DVY
|
13F-HR |
10/24/2014, 12:58 PM |
Q2 2014 |
378 |
$860M |
+$87.6M |
-$13.2M |
+$74.4M |
SDY, IJH, IJR, SJNK, DVY
|
13F-HR |
7/30/2014, 12:53 PM |
Q1 2014 |
383 |
$792M |
+$45M |
-$28.1M |
+$16.9M |
SDY, IJH, IJR, DVY, VWO
|
13F-HR |
4/29/2014, 10:47 AM |
Q4 2013 |
387 |
$749M |
|
|
|
SDY, IJH, IJR, VWO, DVY
|
13F-HR |
2/7/2014, 02:42 PM |