| Q4 2024 |
122 |
$213M |
+$35.3M |
-$21.2M |
+$14.1M |
AVUV, DFIV, AAPL, IBDR, SPYD
|
13F-HR |
2/3/2025, 04:50 PM |
| Q3 2024 |
128 |
$210M |
+$29.2M |
-$18.8M |
+$10.4M |
AVUV, DFIV, IDV, AAPL, SPYD
|
13F-HR |
11/1/2024, 04:08 PM |
| Q2 2024 |
126 |
$184M |
+$26.4M |
-$10M |
+$16.4M |
AVUV, DFIV, SPYD, IDV, AAPL
|
13F-HR |
8/12/2024, 05:02 PM |
| Q1 2024 |
118 |
$169M |
+$19.9M |
-$18.8M |
+$1.06M |
AVUV, DFIV, DFAI, AMLP, IDV
|
13F-HR |
5/7/2024, 04:45 PM |
| Q4 2023 |
110 |
$160M |
+$6.21M |
-$5.45M |
+$759K |
SPYD, AVUV, IDV, DFIV, DFAI
|
13F-HR |
1/16/2024, 04:58 PM |
| Q3 2023 |
105 |
$148M |
+$6.11M |
-$5.47M |
+$635K |
SPYD, AVUV, IDV, DFIV, HDV
|
13F-HR |
10/30/2023, 04:43 PM |
| Q2 2023 |
106 |
$152M |
|
|
|
SPYD, IDV, AVUV, HDV, DFAI
|
13F-HR |
7/25/2023, 04:47 PM |
| Q1 2023 |
79 |
$59.9M |
|
|
|
AAPL, DIA, OKE, IAU, FNDX
|
13F-HR |
5/4/2023, 02:57 PM |
| Q4 2022 |
101 |
$139M |
+$11.2M |
-$13.7M |
-$2.49M |
SPYD, IDV, HDV, AVUV, DFAI
|
13F-HR |
1/27/2023, 03:50 PM |
| Q3 2022 |
335 |
$147M |
+$20.4M |
-$30.4M |
-$10.1M |
SPYD, DFAI, AVUV, AAPL, DFAU
|
13F-HR |
11/4/2022, 03:24 PM |
| Q2 2022 |
115 |
$166M |
+$9.97M |
-$11M |
-$997K |
SGOV, SPYD, DFAI, DFAU, AVUV
|
13F-HR |
8/12/2022, 11:17 AM |
| Q1 2022 |
133 |
$195M |
+$38.3M |
-$16M |
+$22.3M |
SGOV, DFAI, SPYD, DFAU, AVUV
|
Restatement |
5/18/2022, 04:25 PM |
| Q4 2021 |
129 |
$177M |
+$28.7M |
-$4.81M |
+$23.9M |
FLRN, DFAI, SPYD, IEFA, SCHD
|
13F-HR |
2/4/2022, 01:30 PM |
| Q3 2021 |
128 |
$167M |
+$27.3M |
-$10.8M |
+$16.6M |
ULST, FLRN, IEFA, DFAI, SCHD
|
13F-HR |
10/22/2021, 11:32 AM |
| Q2 2021 |
110 |
$150M |
+$14.1M |
-$24.5M |
-$10.4M |
ULST, FLRN, IEFA, SCHD, DIA
|
13F-HR |
8/2/2021, 03:42 PM |
| Q1 2021 |
336 |
$142M |
+$36.5M |
-$10M |
+$26.4M |
ULST, FLRN, SCHD, IEFA, DIA
|
13F-HR |
5/5/2021, 09:26 AM |
| Q4 2020 |
360 |
$130M |
|
|
|
DIA, SCHD, IEFA, AAPL, IAUXXXX
|
13F-HR |
2/5/2021, 12:06 PM |