Q3 2024 |
241 |
$261M |
+$91.4M |
-$42M |
+$49.5M |
QQQ, SPY, AAPL, COWZ, USFR
|
Restatement |
10/21/2024, 03:11 PM |
Q2 2024 |
188 |
$200M |
+$14.1M |
-$20.6M |
-$6.47M |
QQQ, SPY, AAPL, VFH, FLRN
|
13F-HR |
7/19/2024, 01:03 PM |
Q1 2024 |
189 |
$205M |
+$9.66M |
-$66.7M |
-$57.1M |
USFR, QQQ, SPY, VFH, AAPL
|
13F-HR |
4/16/2024, 07:46 AM |
Q4 2023 |
244 |
$249M |
+$201M |
-$24.2M |
+$177M |
USFR, QQQ, AAPL, SPY, VFH
|
13F-HR |
2/7/2024, 11:12 AM |
Q3 2023 |
101 |
$67.7M |
+$26.7M |
-$170M |
-$143M |
COWZ, AAPL, GCOW, SPY, XOM
|
13F-HR |
11/1/2023, 02:51 PM |
Q2 2023 |
212 |
$214M |
+$15.1M |
-$23.8M |
-$8.79M |
AAPL, QQQ, SPY, VFH, VUG
|
13F-HR |
7/24/2023, 04:54 PM |
Q1 2023 |
233 |
$216M |
+$14.5M |
-$65.2M |
-$50.8M |
AAPL, VFH, SPY, XLV, SRLN
|
13F-HR |
4/19/2023, 09:38 AM |
Q4 2022 |
283 |
$258M |
+$81.9M |
-$9.56M |
+$72.3M |
AAPL, XLV, SPY, VFH, SRLN
|
13F-HR |
1/18/2023, 04:28 PM |
Q3 2022 |
213 |
$175M |
+$28.3M |
-$23.2M |
+$5.1M |
AAPL, XLV, GDMA, SPY, VPU
|
13F-HR |
10/31/2022, 12:07 PM |
Q2 2022 |
237 |
$180M |
+$13.5M |
-$131M |
-$117M |
AAPL, SPY, XLV, VFH, FLRN
|
13F-HR |
7/12/2022, 04:13 PM |
Q1 2022 |
349 |
$333M |
+$46.6M |
-$65.8M |
-$19.2M |
AAPL, QQQ, SPY, SCHX, TIP
|
Restatement |
4/26/2022, 02:29 PM |
Q4 2021 |
365 |
$373M |
+$33.6M |
-$139M |
-$106M |
AAPL, QQQ, SPY, TIP, SCHX
|
13F-HR |
1/13/2022, 03:07 PM |
Q3 2021 |
396 |
$450M |
+$58M |
-$124M |
-$65.6M |
IUSB, ITOT, AAPL, QQQ, IVV
|
13F-HR |
11/5/2021, 10:41 AM |
Q2 2021 |
406 |
$526M |
+$45M |
-$59.4M |
-$14.5M |
ITOT, IUSB, IVV, IWF, AAPL
|
13F-HR |
8/11/2021, 10:35 AM |
Q1 2021 |
397 |
$511M |
+$39.8M |
-$108M |
-$68.5M |
ITOT, IUSB, IWF, IVV, IWD
|
13F-HR |
5/3/2021, 01:42 PM |
Q4 2020 |
382 |
$560M |
+$86.9M |
-$62.4M |
+$24.5M |
IWF, ITOT, IUSB, IWD, EFA
|
13F-HR |
1/25/2021, 12:50 PM |
Q3 2020 |
348 |
$484M |
+$47.1M |
-$38.8M |
+$8.29M |
IWF, IWD, EFA, IUSB, IJH
|
13F-HR |
10/30/2020, 03:32 PM |
Q2 2020 |
331 |
$458M |
+$45M |
-$52.2M |
-$7.22M |
IWF, IWD, EFA, IJH, SHV
|
13F-HR |
8/10/2020, 01:29 PM |
Q1 2020 |
305 |
$402M |
+$46M |
-$54.8M |
-$8.77M |
IWF, IWD, EFA, SHV, IJH
|
13F-HR |
4/30/2020, 10:11 AM |
Q4 2019 |
357 |
$495M |
+$56.1M |
-$35.5M |
+$20.6M |
IWF, IWD, EFA, IJH, IWM
|
13F-HR |
2/3/2020, 12:51 PM |
Q3 2019 |
344 |
$448M |
+$103M |
-$8.21M |
+$94.3M |
IWF, IWD, EFA, IJH, IWM
|
13F-HR |
11/7/2019, 03:33 PM |
Q2 2019 |
282 |
$352M |
+$35.3M |
-$17.8M |
+$17.5M |
IWF, IWD, EFA, IJH, IWM
|
13F-HR |
7/9/2019, 11:41 AM |
Q1 2019 |
261 |
$328M |
+$54.5M |
-$26.6M |
+$27.9M |
IWF, IWD, EFA, IJH, IWM
|
13F-HR |
4/25/2019, 03:08 PM |
Q4 2018 |
224 |
$272M |
+$27M |
-$52.4M |
-$25.4M |
EFA, IWD, IWF, IJH, SPY
|
13F-HR |
2/11/2019, 10:42 AM |
Q3 2018 |
285 |
$340M |
+$20.6M |
-$26.9M |
-$6.33M |
EFA, IWF, IWD, IJH, IWM
|
13F-HR |
10/24/2018, 10:05 AM |
Q2 2018 |
290 |
$343M |
+$82.9M |
-$101M |
-$18.5M |
EFA, IWF, IWD, IJH, AGG
|
13F-HR |
8/10/2018, 01:34 PM |
Q1 2018 |
344 |
$345M |
+$40.9M |
-$71.6M |
-$30.7M |
EFA, IWF, IWD, IJH, AGG
|
13F-HR |
4/17/2018, 02:40 PM |
Q4 2017 |
1,469 |
$392M |
$0 |
$0 |
|
EFA, IWF, IWD, IJH, AGG
|
13F-HR |
2/5/2018, 11:39 AM |