Q2 2025 |
106 |
$275M |
+$35.8M |
-$35.4M |
+$343K |
IQLT, DGRO, SCHD, VBR, VWO
|
13F-HR |
8/4/2025, 01:36 PM |
Q1 2025 |
101 |
$264M |
+$8.07M |
-$11.3M |
-$3.24M |
IQLT, SCHD, DGRO, AGG, BIV
|
13F-HR |
5/9/2025, 11:39 AM |
Q4 2024 |
101 |
$264M |
+$45.8M |
-$18.9M |
+$26.9M |
IQLT, SCHD, DGRO, AGG, BIV
|
13F-HR |
2/6/2025, 09:29 AM |
Q3 2024 |
99 |
$272M |
+$12.4M |
-$2.21M |
+$10.2M |
SCHD, IQLT, DGRO, AGG, VWO
|
13F-HR |
10/28/2024, 03:20 PM |
Q2 2024 |
91 |
$244M |
+$16.8M |
-$14.4M |
+$2.46M |
SCHD, IQLT, DGRO, AGG, BIV
|
13F-HR |
8/9/2024, 12:30 PM |
Q1 2024 |
93 |
$245M |
+$19.8M |
-$4.07M |
+$15.7M |
IQLT, SCHD, DGRO, AGG, VWO
|
13F-HR |
5/15/2024, 03:29 PM |
Q4 2023 |
74 |
$220M |
$0 |
$0 |
|
IQLT, SCHD, DGRO, VWO, AGG
|
13F-HR |
2/14/2024, 07:14 PM |