Q3 2024 |
254 |
$1.06B |
+$11.8M |
-$97M |
-$85.2M |
VOO, QQQ, IVV, SPY, VTI
|
13F-HR |
10/11/2024, 12:45 PM |
Q2 2024 |
270 |
$1.08B |
+$190M |
-$150M |
+$40.1M |
QQQ, VOO, IVV, SPY, VTI
|
13F-HR |
7/15/2024, 04:33 PM |
Q1 2024 |
237 |
$1.03B |
+$54.6M |
-$48.4M |
+$6.26M |
RDVY, FTCS, QQQ, VOO, IVV
|
13F-HR |
4/17/2024, 06:31 PM |
Q4 2023 |
224 |
$966M |
+$66.9M |
-$78.7M |
-$11.8M |
RDVY, FTCS, QQQ, VOO, IVV
|
13F-HR |
2/13/2024, 02:30 PM |
Q3 2023 |
209 |
$895M |
+$87.4M |
-$73.4M |
+$14M |
RDVY, FTCS, QQQ, VOO, IVV
|
13F-HR |
10/12/2023, 08:23 AM |
Q2 2023 |
209 |
$918M |
+$64.3M |
-$47.7M |
+$16.6M |
RDVY, FTCS, QQQ, VOO, IVV
|
13F-HR |
7/19/2023, 03:14 PM |
Q1 2023 |
210 |
$872M |
+$165M |
-$76.5M |
+$89M |
RDVY, FTCS, QQQ, VOO, IVV
|
13F-HR |
4/17/2023, 08:25 AM |
Q4 2022 |
203 |
$761M |
+$60.1M |
-$40.8M |
+$19.3M |
RDVY, XLP, IVV, VOO, DGRO
|
13F-HR |
1/31/2023, 06:23 PM |
Q3 2022 |
196 |
$692M |
+$46M |
-$41.6M |
+$4.43M |
RDVY, XLP, VOO, IVV, GLD
|
13F-HR |
10/25/2022, 05:05 PM |
Q2 2022 |
194 |
$729M |
+$708M |
-$6.93M |
+$701M |
RDVY, GLD, SPTL, VOO, IVV
|
13F-HR |
7/26/2022, 09:39 PM |
Q1 2022 |
46 |
$33.5M |
+$3.28M |
-$885M |
-$882M |
SOXX, IWO, VCR, VHT, VOOV
|
13F-HR |
4/25/2022, 03:14 PM |
Q4 2021 |
197 |
$920M |
+$215M |
-$70.9M |
+$144M |
FTCS, QQQ, SPY, RDVY, IVV
|
13F-HR |
1/27/2022, 04:46 PM |
Q3 2021 |
173 |
$729M |
+$502M |
-$49.9M |
+$453M |
FTCS, QQQ, VOO, IVV, VCSH
|
13F-HR |
10/21/2021, 08:46 AM |
Q2 2021 |
75 |
$279M |
+$52.8M |
-$17.5M |
+$35.3M |
VCSH, XLF, DGRO, RDVY, SPY
|
13F-HR |
7/19/2021, 03:30 PM |
Q1 2021 |
78 |
$243M |
+$42.8M |
-$19.9M |
+$22.9M |
DGRO, VCSH, XLF, SPY, RDVY
|
13F-HR |
4/23/2021, 04:12 PM |
Q4 2020 |
69 |
$212M |
+$23M |
-$14.9M |
+$8.12M |
DGRO, VCSH, SPY, XLP, GLD
|
13F-HR |
1/25/2021, 02:56 PM |
Q3 2020 |
66 |
$187M |
+$25.1M |
-$30M |
-$4.95M |
VCSH, GLD, XLP, DGRO, SPY
|
13F-HR |
10/26/2020, 04:06 PM |
Q2 2020 |
67 |
$181M |
+$63.2M |
-$6.86M |
+$56.4M |
GLD, VCSH, XLP, DGRO, SPY
|
13F-HR |
7/20/2020, 12:22 PM |
Q1 2020 |
61 |
$110M |
+$39.2M |
-$30.8M |
+$8.39M |
GLD, SPY, VONG, VCSH, XLV
|
13F-HR |
5/6/2020, 11:44 AM |
Q4 2019 |
62 |
$123M |
+$7.49M |
-$1.94M |
+$5.54M |
SPY, DGRO, SPLV, DBP, XLV
|
13F-HR |
2/5/2020, 08:06 AM |
Q3 2019 |
48 |
$28.5M |
$0 |
$0 |
|
XLV, XLF, IEFA, MDY, GLD
|
13F-HR |
10/28/2019, 03:35 PM |
Q2 2019 |
156 |
$372M |
+$298M |
-$16.6M |
+$281M |
FTCS, ITOT, VTV, VOO, QQQ
|
13F-HR |
7/30/2019, 08:33 AM |
Q1 2019 |
56 |
$87.8M |
+$13.2M |
-$2.46M |
+$10.7M |
SPY, IEFA, BKLN, RSPT, IHDG
|
13F-HR |
5/15/2019, 11:02 AM |
Q4 2018 |
50 |
$71M |
+$20.1M |
-$231M |
-$211M |
IEFA, SPY, BKLN, RSPT, IHDG
|
13F-HR |
2/14/2019, 03:51 PM |
Q3 2018 |
134 |
$289M |
+$229M |
-$6.07M |
+$223M |
ITOT, VOO, IEFA, QQQ, VTI
|
13F-HR |
5/15/2019, 08:49 AM |
Q2 2018 |
44 |
$64.5M |
+$11.6M |
-$1.61M |
+$9.98M |
IEFA, SPY, BKLN, IEMG, XLF
|
13F-HR |
5/15/2019, 07:42 AM |
Q1 2018 |
36 |
$55M |
+$16.5M |
-$225M |
-$208M |
IEFA, SPY, IEMG, XLF, XLV
|
13F-HR |
5/15/2019, 07:52 AM |
Q4 2017 |
114 |
$264M |
+$24.3M |
-$26.1M |
-$1.87M |
AGG, ITOT, VOO, VTI, IVE
|
13F-HR |
5/15/2019, 07:40 AM |
Q3 2017 |
106 |
$257M |
+$32M |
-$38.9M |
-$6.88M |
ITOT, VOO, AGG, VTI, IVE
|
13F-HR |
5/15/2019, 09:15 AM |
Q2 2017 |
105 |
$256M |
+$18.5M |
-$11.9M |
+$6.55M |
ITOT, VOO, AGG, VTI, IWR
|
13F-HR |
5/15/2019, 10:01 AM |
Q1 2017 |
104 |
$244M |
+$56.8M |
-$11.5M |
+$45.3M |
ITOT, VOO, AGG, VCSH, VTI
|
13F-HR |
5/15/2019, 08:21 AM |
Q4 2016 |
96 |
$193M |
+$58.3M |
-$20.4M |
+$37.9M |
ITOT, VOO, AGG, VCSH, IWR
|
13F-HR |
5/15/2019, 08:25 AM |
Q3 2016 |
81 |
$155M |
+$39.5M |
-$15.3M |
+$24.2M |
AGG, ITOT, VNQ, VCSH, VOO
|
13F-HR |
5/15/2019, 09:37 AM |
Q2 2016 |
69 |
$132M |
+$27.9M |
-$9.01M |
+$18.9M |
AGG, ITOT, VNQ, IGSB, VOO
|
13F-HR |
5/15/2019, 07:56 AM |
Q1 2016 |
64 |
$111M |
$0 |
$0 |
|
EFA, AGG, IGSB, ITOT, IWR
|
13F-HR |
5/15/2019, 09:53 AM |