Q3 2024 |
71 |
$893M |
+$95.3M |
-$11.8M |
+$83.4M |
SCHQ, RSP, FNK, SPY, EEM
|
13F-HR |
11/5/2024, 11:41 AM |
Q2 2024 |
67 |
$760M |
+$57.9M |
-$76.5M |
-$18.6M |
SCHQ, RSP, FNK, SPY, EEM
|
13F-HR |
8/6/2024, 07:41 PM |
Q1 2024 |
74 |
$795M |
+$60.6M |
-$83.3M |
-$22.7M |
SCHQ, FNK, DIA, RSP, SPY
|
13F-HR |
4/16/2024, 03:56 PM |
Q4 2023 |
71 |
$788M |
+$20.2M |
-$5.2M |
+$15M |
SCHQ, QQEW, FNK, DIA, RSP
|
13F-HR |
2/2/2024, 04:55 PM |
Q3 2023 |
67 |
$699M |
+$116M |
-$153M |
-$37.9M |
SCHQ, QQEW, DIA, BKAG, FNK
|
13F-HR |
10/24/2023, 02:49 PM |
Q2 2023 |
70 |
$771M |
+$231M |
-$1.49M |
+$230M |
SCHG, QQEW, RSP, DIA, FNK
|
13F-HR |
7/6/2023, 12:24 PM |
Q1 2023 |
63 |
$524M |
+$230M |
-$134M |
+$95.9M |
QQEW, DIA, RSP, FNK, GLD
|
13F-HR |
5/15/2023, 05:36 PM |
Q4 2022 |
59 |
$411M |
+$67.6M |
-$191M |
-$123M |
VTV, BKAG, RSP, FNK, GLD
|
13F-HR |
2/1/2023, 10:32 AM |
Q3 2022 |
54 |
$495M |
+$135M |
-$159M |
-$24M |
BKAG, QQEW, VTV, RSP, EQL
|
13F-HR |
10/13/2022, 03:47 PM |
Q2 2022 |
62 |
$551M |
+$153M |
-$63.1M |
+$90M |
BKAG, RSP, VTV, SPY, QQQ
|
13F-HR |
8/11/2022, 02:04 PM |
Q1 2022 |
70 |
$522M |
+$32.1M |
-$71M |
-$39M |
RSP, SPY, QTEC, VTV, FNK
|
13F-HR |
5/2/2022, 03:52 PM |
Q4 2021 |
74 |
$605M |
+$185M |
-$1.71M |
+$183M |
QTEC, SPY, RSP, VTV, BKSE
|
13F-HR |
1/31/2022, 11:54 AM |
Q3 2021 |
56 |
$401M |
+$26.7M |
-$199M |
-$172M |
QTEC, RSP, SPY, VTV, BKAG
|
13F-HR |
11/4/2021, 09:48 AM |
Q2 2021 |
59 |
$579M |
+$321M |
-$57M |
+$264M |
RSP, QTEC, QQQ, SPY, IBB
|
13F-HR |
8/6/2021, 01:21 PM |
Q1 2021 |
50 |
$75.1M |
$0 |
$0 |
|
JAGG, GLD, TIP, JPST, AGG
|
13F-HR |
4/26/2021, 03:02 PM |
Q4 2020 |
46 |
$516M |
+$125M |
-$1.48M |
+$123M |
JAGG, RSP, QTEC, IBB, JQUA
|
13F-HR |
1/12/2021, 09:53 AM |
Q3 2020 |
46 |
$346M |
+$146M |
-$91.4M |
+$54.8M |
JAGG, IBB, JQUA, QTEC, RSP
|
13F-HR |
11/2/2020, 09:41 AM |
Q2 2020 |
43 |
$287M |
+$131M |
-$219M |
-$88.2M |
SCHB, JAGG, IBB, JQUA, GLD
|
13F-HR |
7/29/2020, 11:09 AM |
Q1 2020 |
50 |
$355M |
+$65.4M |
-$146M |
-$80.4M |
SCHB, FVD, SCHG, JPUS, FTA
|
13F-HR |
4/23/2020, 02:47 PM |
Q4 2019 |
54 |
$523M |
+$212M |
-$204M |
+$7.8M |
QQQ, SCHB, FTA, FVD, JPUS
|
13F-HR |
2/11/2020, 03:05 PM |
Q3 2019 |
52 |
$493M |
+$153M |
-$103M |
+$49.5M |
SCHB, SCHX, FVD, JPUS, FTA
|
13F-HR |
10/28/2019, 04:15 PM |
Q2 2019 |
53 |
$439M |
+$127M |
-$102M |
+$24.4M |
SCHB, FXL, JPSE, FTA, JPUS
|
13F-HR |
8/7/2019, 04:53 PM |
Q1 2019 |
51 |
$416M |
+$130M |
-$32.6M |
+$97.6M |
JPSE, FTA, JPGE, FDT, SCHE
|
13F-HR |
5/15/2019, 07:20 PM |
Q4 2018 |
50 |
$315M |
+$58M |
-$170M |
-$112M |
JPUS, JPGE, FTA, FDT, FXL
|
13F-HR |
2/8/2019, 05:30 PM |
Q3 2018 |
48 |
$453M |
+$53.5M |
-$51.5M |
+$2.03M |
SCHB, SCHG, QQQ, JPUS, JPGE
|
13F-HR |
11/14/2018, 12:37 PM |
Q2 2018 |
44 |
$433M |
+$123M |
-$92.7M |
+$30.4M |
SCHB, SCHG, RPG, QQQ, JPUS
|
13F-HR |
7/16/2018, 01:28 PM |
Q1 2018 |
45 |
$400M |
+$95.2M |
-$35.3M |
+$59.9M |
SCHB, RPG, SCHG, JPGE, JPUS
|
13F-HR |
5/10/2018, 01:58 PM |
Q4 2017 |
41 |
$339M |
+$37.3M |
-$3.33M |
+$34M |
SCHB, SCHG, RPG, JPUS, QQQ
|
13F-HR |
2/13/2018, 08:11 AM |
Q3 2017 |
36 |
$290M |
+$19.9M |
-$42.2M |
-$22.3M |
SCHB, SCHG, RPG, JPUS, QQQ
|
13F-HR |
10/30/2017, 03:46 PM |
Q2 2017 |
39 |
$302M |
+$1.13M |
-$7.3M |
-$6.17M |
SCHB, SCHG, RPG, JHML, QQQ
|
13F-HR |
7/27/2017, 03:50 PM |
Q1 2017 |
37 |
$299M |
+$4.47M |
-$32.3M |
-$27.8M |
SCHB, SCHG, RPG, QQQ, JHML
|
13F-HR |
5/12/2017, 02:30 PM |
Q4 2016 |
36 |
$307M |
$0 |
$0 |
|
SCHB, SCHX, SCHG, RPG, QQQ
|
13F-HR |
2/13/2017, 12:19 PM |