Q2 2025 |
230 |
$630M |
+$90.4M |
-$23.2M |
+$67.2M |
IWY, SCHD, IMCG, XLK, FDVV
|
13F-HR |
8/13/2025, 04:16 PM |
Q1 2025 |
185 |
$521M |
+$174M |
-$15.6M |
+$158M |
IWY, SCHD, IMCG, FVD, FDVV
|
13F-HR |
5/12/2025, 10:45 AM |
Q4 2024 |
138 |
$381M |
+$181M |
-$6.15M |
+$175M |
IWY, SCHD, IMCG, FVD, VOO
|
13F-HR |
2/11/2025, 02:18 PM |
Q2 2024 |
78 |
$214M |
+$46.2M |
-$2.25M |
+$44M |
IWY, SCHD, IMCG, FVD, VOO
|
13F-HR |
8/14/2024, 12:44 PM |
Q1 2024 |
60 |
$169M |
+$24.8M |
-$13.5M |
+$11.4M |
SCHD, IWY, IMCG, FVD, XLK
|
13F-HR |
5/14/2024, 01:15 PM |
Q4 2023 |
63 |
$148M |
|
|
|
SCHD, IWY, FVD, IMCG, XLK
|
13F-HR |
2/13/2024, 11:36 AM |