| Q1 2024 |
125 |
$119M |
+$33.2M |
-$30.3M |
+$2.95M |
VOO, IUSB, TLT, MSFT, NVR, VEA |
13F-HR |
4/29/2024, 12:25 PM |
| Q4 2023 |
121 |
$111M |
+$52.5M |
-$683K |
+$51.8M |
VOO, ICSH, VEA, AGG, IUSB, RSP |
13F-HR |
1/29/2024, 08:33 AM |
| Q3 2023 |
53 |
$53.6M |
+$46.4M |
-$39.1M |
+$7.29M |
ICSH, VOO, VEA, AGG, VONV, RSP |
13F-HR |
11/1/2023, 09:29 AM |
| Q2 2023 |
76 |
$46.7M |
+$3.55M |
-$803K |
+$2.74M |
IUSB, UCON, QQQ, FTCS, BNDX, FSIG |
13F-HR |
7/25/2023, 12:58 PM |
| Q1 2023 |
67 |
$42.3M |
+$7.63M |
-$647K |
+$6.99M |
IUSB, UCON, FSIG, FTCS, BNDX, VEU |
13F-HR |
5/1/2023, 06:31 PM |
| Q4 2022 |
58 |
$34.6M |
+$7.16M |
-$718K |
+$6.44M |
UCON, IUSB, FTCS, BNDX, VEU, FVD |
13F-HR |
2/9/2023, 04:24 PM |
| Q3 2022 |
56 |
$32.7M |
+$2.65M |
-$3.88M |
-$1.23M |
AGG, QQQ, BNDX, VEU, FTCS, IVV |
13F-HR |
11/14/2022, 01:26 PM |
| Q2 2022 |
64 |
$38.5M |
+$9.81M |
-$8.26M |
+$1.55M |
AGG, NVR, QQQ, FTCS, MSFT, FIXD |
13F-HR |
8/15/2022, 06:18 PM |
| Q1 2022 |
68 |
$46.5M |
+$36.6M |
-$65.7M |
-$29.1M |
FIXD, NVR, IEF, QQQ, IEFA, GTO |
13F-HR |
5/13/2022, 02:35 PM |
| Q4 2021 |
103 |
$420M |
+$410M |
-$1.22M |
+$408M |
SPHB, RDVY, SOXX, XME, FBND, XHB |
13F-HR |
2/11/2022, 01:30 PM |
| Q3 2021 |
65 |
$53.1M |
+$5.76M |
-$4.78M |
+$987K |
IEF, IEFA, LQD, LMBS, BSV, NVR |
13F-HR |
11/16/2021, 09:00 AM |
| Q2 2021 |
64 |
$54.9M |
+$6.08M |
-$3.75M |
+$2.33M |
IEF, IEFA, BSV, LMBS, NVR, QQQ |
13F-HR |
8/12/2021, 08:33 AM |
| Q1 2021 |
64 |
$52M |
+$6.24M |
-$2.65M |
+$3.59M |
IEF, NVR, FIXD, GTO, IEFA, QQQ |
13F-HR |
5/14/2021, 04:32 PM |
| Q4 2020 |
60 |
$49.8M |
+$31.2M |
-$48.6M |
-$17.4M |
IEF, NVR, FIXD, GTO, IEFA, QQQ |
13F-HR |
2/16/2021, 12:35 PM |
| Q3 2020 |
214 |
$101M |
+$24.8M |
-$29.4M |
-$4.63M |
MINT, GVI, SPY, JPST, IWP, XLV |
13F-HR |
10/9/2020, 04:59 PM |
| Q2 2020 |
317 |
$102M |
+$19.7M |
-$2.77M |
+$16.9M |
MINT, GVI, JPST, IWP, XLV, SPY |
13F-HR |
8/13/2020, 01:48 PM |
| Q1 2020 |
299 |
$78.5M |
+$18.4M |
-$11.4M |
+$6.96M |
GVI, JPST, IWP, SPY, DALT, NVR |
13F-HR |
5/8/2020, 05:52 PM |
| Q4 2019 |
314 |
$102M |
+$20.2M |
-$8.15M |
+$12M |
DALT, JPST, IWP, SPY, PHB, NVR |
13F-HR |
1/29/2020, 02:58 PM |
| Q3 2019 |
84 |
$86M |
+$7.78M |
-$5.18M |
+$2.6M |
DALT, JPST, IWP, PHB, SPY, NVR |
13F-HR |
11/14/2019, 09:27 AM |
| Q2 2019 |
317 |
$95.7M |
+$13.8M |
-$16.5M |
-$2.78M |
DALT, JPST, IWP, SPY, PHB, IJR |
13F-HR |
8/14/2019, 07:59 AM |
| Q1 2019 |
316 |
$96.1M |
+$37.4M |
-$45.7M |
-$8.25M |
DALT, SPY, JPST, IWP, PHB, IJR |
13F-HR |
5/9/2019, 10:57 AM |
| Q4 2018 |
312 |
$94.3M |
+$12.9M |
-$7.95M |
+$5M |
SPLV, IVV, NEAR, SPMD, SMLV, VO |
13F-HR |
2/7/2019, 07:10 PM |
| Q3 2018 |
321 |
$104M |
+$8.59M |
-$7.23M |
+$1.36M |
SPLV, IVV, NEAR, SPMD, SMLV, VO |
13F-HR |
11/14/2018, 07:18 AM |
| Q2 2018 |
302 |
$100M |
+$14M |
-$23.9M |
-$9.92M |
SPLV, IVV, IGIB, SPMD, SMLV, VO |
13F-HR |
8/10/2018, 12:29 PM |
| Q1 2018 |
315 |
$115M |
+$12.7M |
-$11.8M |
+$894K |
SPLVXXXX, IGIB, IVV, SPAB, STIP, SPIB |
13F-HR |
5/16/2018, 09:09 AM |
| Q4 2017 |
302 |
$118M |
|
|
|
SPLVXXXX, LQD, IVV, IGIB, VCSH, TIP |
13F-HR |
5/21/2018, 05:25 PM |