Q2 2025 |
285 |
$796M |
+$54.3M |
-$60.6M |
-$6.29M |
SPYG, SPYV, AAPL, VUG, MSFT
|
13F-HR |
7/15/2025, 05:21 PM |
Q1 2025 |
281 |
$741M |
+$48M |
-$63M |
-$15M |
SPYG, SPYV, AAPL, VUG, SPMB
|
13F-HR |
4/14/2025, 05:32 PM |
Q4 2024 |
268 |
$783M |
+$36.6M |
-$33.5M |
+$3.05M |
SPYG, AAPL, SPYV, VUG, MDYV
|
13F-HR |
1/13/2025, 03:26 PM |
Q3 2024 |
266 |
$785M |
+$41.9M |
-$31.2M |
+$10.7M |
SPYG, AAPL, SPYV, VUG, MDYV
|
13F-HR |
10/23/2024, 08:45 AM |
Q2 2024 |
264 |
$741M |
+$38.4M |
-$35.3M |
+$3.11M |
SPYG, AAPL, SPYV, VUG, MDYG
|
13F-HR |
8/2/2024, 06:37 AM |
Q1 2024 |
269 |
$728M |
+$49.2M |
-$39.8M |
+$9.4M |
SPYV, SPYG, AAPL, VUG, MDYG
|
13F-HR |
4/15/2024, 02:26 PM |
Q4 2023 |
267 |
$668M |
+$28.9M |
-$26.4M |
+$2.52M |
AAPL, SPYV, SPYG, VUG, MDYV
|
13F-HR |
1/30/2024, 11:50 AM |
Q3 2023 |
257 |
$605M |
+$24.2M |
-$16.7M |
+$7.45M |
AAPL, SPYV, SPYG, VUG, MDYV
|
13F-HR |
10/25/2023, 10:15 AM |
Q2 2023 |
267 |
$632M |
+$27.1M |
-$12.3M |
+$14.8M |
AAPL, SPYV, SPYG, VUG, MDYV
|
13F-HR |
7/18/2023, 09:52 AM |
Q1 2023 |
264 |
$594M |
+$44.4M |
-$27.3M |
+$17.1M |
AAPL, SPYV, SPYG, VUG, MDYV
|
13F-HR |
4/17/2023, 09:16 AM |
Q4 2022 |
257 |
$560M |
+$69.4M |
-$52.2M |
+$17.2M |
SPYV, AAPL, SPYG, MDYV, VUG
|
13F-HR |
2/14/2023, 02:33 PM |
Q3 2022 |
246 |
$511M |
+$33.2M |
-$9.79M |
+$23.4M |
AAPL, SPYV, SPYG, TIPX, VUG
|
13F-HR |
11/14/2022, 03:54 PM |
Q2 2022 |
246 |
$525M |
+$39.8M |
-$10.3M |
+$29.5M |
SPYV, AAPL, SPYG, TIPX, SPTS
|
13F-HR |
8/15/2022, 12:23 PM |
Q1 2022 |
244 |
$597M |
+$31.5M |
-$16M |
+$15.4M |
AAPL, SPYV, SPYG, TIPX, VUG
|
13F-HR |
5/13/2022, 03:41 PM |
Q4 2021 |
1,378 |
$660M |
+$68.7M |
-$25.2M |
+$43.4M |
AAPL, SPYG, SPYV, VUG, TIPX
|
13F-HR |
2/10/2022, 08:01 PM |
Q3 2021 |
251 |
$579M |
+$295M |
-$4.76M |
+$290M |
AAPL, SPYG, SPYV, TIPX, VUG
|
13F-HR |
11/15/2021, 08:36 AM |
Q2 2021 |
118 |
$292M |
+$14.2M |
-$270M |
-$256M |
SPYG, SPYV, TIPX, SPTS, MDYV
|
13F-HR |
8/9/2021, 08:22 AM |
Q1 2021 |
234 |
$534M |
+$27.6M |
-$22.3M |
+$5.24M |
AAPL, SPYV, SPYG, VUG, TIPX
|
13F-HR |
5/5/2021, 12:41 PM |
Q4 2020 |
228 |
$494M |
+$25.5M |
-$23.4M |
+$2.13M |
AAPL, SPYG, SPYV, VUG, SPTS
|
13F-HR |
2/10/2021, 08:16 AM |
Q3 2020 |
206 |
$442M |
+$38.6M |
-$22.3M |
+$16.3M |
AAPL, SPTS, SPYG, VUG, SPYV
|
13F-HR |
11/5/2020, 02:10 PM |
Q2 2020 |
199 |
$419M |
+$27.9M |
-$43.3M |
-$15.4M |
SPTS, SPYG, VUG, SPYV, BIL
|
13F-HR |
8/18/2020, 12:10 PM |
Q1 2020 |
208 |
$384M |
+$34.5M |
-$44.5M |
-$10.1M |
SPTS, BIL, VUG, SPYG, SPYV
|
13F-HR |
5/20/2020, 01:48 PM |
Q4 2019 |
247 |
$535M |
+$15.4M |
-$7.46M |
+$7.93M |
AAPL, VUG, FLOT, SPYV, BIL
|
13F-HR |
1/23/2020, 03:05 PM |
Q3 2019 |
232 |
$501M |
+$35.7M |
-$28.1M |
+$7.61M |
AAPL, VUG, FLOT, SPYV, SPYG
|
13F-HR |
11/14/2019, 03:03 PM |
Q2 2019 |
234 |
$503M |
+$35.8M |
-$34M |
+$1.85M |
VUG, AAPL, FLOT, SPTS, VIG
|
13F-HR |
8/13/2019, 12:03 PM |
Q1 2019 |
225 |
$509M |
+$47.2M |
-$32.5M |
+$14.7M |
VUG, AAPL, SPTS, FLOT, VIG
|
13F-HR |
5/14/2019, 09:36 PM |
Q4 2018 |
230 |
$459M |
+$46.6M |
-$31.9M |
+$14.7M |
VUG, FLOT, AAPL, VIG, ABBV
|
13F-HR |
2/14/2019, 07:12 AM |
Q3 2018 |
910 |
$570M |
+$23.3M |
-$35.3M |
-$12.1M |
AAPL, VUG, VIG, FLOT, VTI
|
13F-HR |
11/14/2018, 12:37 PM |
Q2 2018 |
883 |
$566M |
+$72.6M |
-$47M |
+$25.6M |
VUG, AAPL, VIG, GOOG, VTI
|
13F-HR |
8/10/2018, 02:33 PM |
Q1 2018 |
819 |
$555M |
+$77.1M |
-$46.7M |
+$30.5M |
VUG, VIG, AAPL, TSM, VTI
|
13F-HR |
5/15/2018, 01:20 PM |
Q4 2017 |
210 |
$537M |
+$35.8M |
-$20.9M |
+$14.9M |
VUG, VIG, AAPL, VTI, VCSH
|
13F-HR |
2/12/2018, 05:58 PM |
Q3 2017 |
195 |
$510M |
+$44.6M |
-$6.68M |
+$37.9M |
VUG, VCSH, VIG, VTI, IWD
|
13F-HR |
11/14/2017, 01:45 PM |
Q2 2017 |
189 |
$472M |
+$26.6M |
-$8.28M |
+$18.3M |
VCSH, VUG, VIG, VTI, IWD
|
13F-HR |
8/14/2017, 05:13 PM |
Q1 2017 |
192 |
$460M |
+$59M |
-$14.9M |
+$44.2M |
VCSH, VTI, VIG, IWD, VUG
|
13F-HR |
5/12/2017, 02:37 PM |
Q4 2016 |
184 |
$418M |
+$36.3M |
-$45.2M |
-$8.89M |
VCSH, VTI, VIG, IWD, AAPL
|
13F-HR |
2/10/2017, 01:21 PM |
Q3 2016 |
172 |
$425M |
+$36.2M |
-$26.3M |
+$9.83M |
VCSH, VTI, VIG, MAS, IWD
|
13F-HR |
11/14/2016, 12:56 PM |
Q2 2016 |
172 |
$432M |
+$45.2M |
-$63.3M |
-$18M |
VCSH, VTI, VIG, IWD, MAS
|
13F-HR |
8/12/2016, 05:00 PM |
Q1 2016 |
181 |
$474M |
+$51.5M |
-$37.4M |
+$14.1M |
VCSH, AAPL, VIG, MAS, VTI
|
13F-HR |
5/16/2016, 12:05 PM |
Q4 2015 |
203 |
$488M |
+$89.9M |
-$18.7M |
+$71.2M |
VCSH, AAPL, VIG, ROST, MAS
|
13F-HR |
2/8/2016, 08:56 AM |
Q3 2015 |
184 |
$442M |
+$93.7M |
-$17.6M |
+$76.1M |
VCSH, AAPL, VIG, JBLU, AET
|
13F-HR |
11/13/2015, 08:49 AM |
Q2 2015 |
183 |
$434M |
+$110M |
-$15M |
+$94.9M |
VCSH, VIG, AAPL, IWD, AET
|
13F-HR |
8/13/2015, 09:30 AM |
Q1 2015 |
174 |
$361M |
+$116M |
-$8.28M |
+$108M |
VCSH, VIG, IWD, VYM, VUG
|
13F-HR |
5/14/2015, 02:25 PM |
Q4 2014 |
160 |
$274M |
|
|
|
VCSH, VIG, IWD, VYM, BIV
|
13F-HR |
2/17/2015, 05:30 PM |