Q3 2024 |
106 |
$247M |
+$19.1M |
-$20.6M |
-$1.55M |
PLD, SPY, GOOGL, NVDA, VGK
|
13F-HR |
11/5/2024, 11:19 AM |
Q2 2024 |
107 |
$238M |
+$40.9M |
-$5.22M |
+$35.7M |
GOOGL, PLD, SPY, NVDA, VGK
|
13F-HR |
7/29/2024, 04:22 PM |
Q1 2024 |
105 |
$213M |
+$41.1M |
-$23.8M |
+$17.3M |
PLD, SPY, GOOGL, VGK, NVDA
|
13F-HR |
5/14/2024, 10:49 AM |
Q4 2023 |
90 |
$186M |
+$10.5M |
-$26.7M |
-$16.1M |
PLD, SPY, VGK, MSFT, GOOGL
|
13F-HR |
2/8/2024, 04:15 PM |
Q3 2023 |
103 |
$183M |
+$23.3M |
-$48.2M |
-$24.9M |
PLD, SPY, GOOGL, VGK, MSFT
|
13F-HR |
11/13/2023, 04:38 PM |
Q2 2023 |
154 |
$224M |
+$18.4M |
-$32.5M |
-$14.1M |
PLD, SPY, VGK, MSFT, GOOGL
|
13F-HR |
8/10/2023, 09:55 AM |
Q1 2023 |
152 |
$230M |
+$18.4M |
-$22.9M |
-$4.53M |
PLD, SPY, VGK, MSFT, GOOGL
|
13F-HR |
5/9/2023, 10:27 AM |
Q4 2022 |
149 |
$221M |
+$18.9M |
-$31.5M |
-$12.6M |
SPY, PLD, VGK, BP, RSPS
|
Restatement |
2/16/2023, 03:07 PM |
Q3 2022 |
158 |
$220M |
+$5.99M |
-$18M |
-$12M |
SPY, PLD, VGK, AAPL, AMZN
|
13F-HR |
11/14/2022, 09:51 AM |
Q2 2022 |
168 |
$249M |
+$47.9M |
-$25.7M |
+$22.2M |
SPY, PLD, VGK, XHB, AAPL
|
13F-HR |
8/10/2022, 03:25 PM |
Q1 2022 |
172 |
$278M |
+$22.8M |
-$89.7M |
-$66.9M |
SPY, PLD, VGK, QQQ, AAPL
|
Restatement |
6/28/2022, 03:52 PM |
Q4 2021 |
186 |
$369M |
+$20.5M |
-$50.2M |
-$29.6M |
SPY, PLD, AMD, VGK, GOOG
|
Restatement |
6/28/2022, 03:50 PM |
Q3 2021 |
214 |
$373M |
+$23.9M |
-$77.4M |
-$53.5M |
SPY, VGK, PLD, GOOG, AMZN
|
Restatement |
6/28/2022, 03:38 PM |
Q2 2021 |
286 |
$438M |
+$163M |
-$13M |
+$150M |
SPY, VGK, AMZN, PLD, QQQ
|
Restatement |
6/28/2022, 03:46 PM |
Q1 2021 |
229 |
$269M |
+$12M |
-$138M |
-$126M |
SPY, VGK, PLD, QQQ, RSPH
|
Restatement |
6/28/2022, 03:43 PM |
Q4 2020 |
250 |
$385M |
+$75.3M |
-$13.5M |
+$61.9M |
SPY, VGK, PLD, RSPH, VDC
|
13F-HR |
2/11/2021, 04:30 PM |
Q3 2020 |
181 |
$293M |
+$48.4M |
-$26.1M |
+$22.3M |
SPY, VGK, PLD, VDC, RSPH
|
13F-HR |
11/2/2020, 02:48 PM |
Q2 2020 |
140 |
$258M |
+$61.3M |
-$40.6M |
+$20.7M |
SPY, QQQ, VGK, PLD, VDC
|
13F-HR |
7/29/2020, 11:27 AM |
Q1 2020 |
117 |
$207M |
+$101M |
-$5.01M |
+$96.1M |
SPY, IGSB, VGK, RSPH, PLD
|
13F-HR |
5/6/2020, 01:58 PM |
Q4 2019 |
87 |
$138M |
+$6.31M |
-$15.3M |
-$9.03M |
SPY, VGK, IGSB, RSPH, EWJ
|
Restatement |
2/10/2020, 10:33 AM |
Q3 2019 |
108 |
$141M |
+$19.9M |
-$8.83M |
+$11.1M |
SPY, VGK, IGSB, SHV, RSPH
|
13F-HR |
10/31/2019, 10:38 AM |
Q2 2019 |
82 |
$130M |
+$25.7M |
-$126M |
-$101M |
SPY, VGK, IGSB, RSPH, AMJ
|
13F-HR |
7/29/2019, 03:39 PM |
Q1 2019 |
116 |
$205M |
+$2.65M |
$0 |
+$2.65M |
SPY, VGK, EEM, RSP, VNQ
|
13F-HR |
5/7/2019, 02:33 PM |
Q4 2018 |
108 |
$205M |
+$8.58M |
-$106M |
-$97.2M |
SPY, VGK, EEM, RSP, VNQ
|
13F-HR |
2/7/2019, 09:32 AM |
Q3 2018 |
134 |
$341M |
+$37.6M |
-$61.3M |
-$23.6M |
SPY, VGK, DVY, VNQ, EWJ
|
13F-HR |
11/8/2018, 02:42 PM |
Q2 2018 |
135 |
$361M |
+$56.8M |
-$30.1M |
+$26.7M |
SPY, VGK, DVY, VNQ, EWJ
|
13F-HR |
7/19/2018, 03:55 PM |
Q1 2018 |
125 |
$332M |
+$105M |
-$2.83M |
+$102M |
SPY, VGK, DVY, VNQ, EWJ
|
13F-HR |
5/11/2018, 12:17 PM |
Q4 2017 |
68 |
$235M |
+$3.37M |
-$112M |
-$109M |
SPY, VGK, DVY, VNQ, EWJ
|
13F-HR |
2/12/2018, 09:05 AM |
Q3 2017 |
81 |
$333M |
+$24.4M |
-$5.16M |
+$19.2M |
SPY, VGK, VNQ, AMJ, RSP
|
13F-HR |
11/8/2017, 03:51 PM |
Q2 2017 |
68 |
$304M |
+$1.22M |
-$11.5M |
-$10.3M |
SPY, VGK, VNQ, AMJ, RSP
|
13F-HR |
8/3/2017, 05:06 PM |
Q1 2017 |
73 |
$163M |
+$10.7M |
-$8.78M |
+$1.89M |
VNQ, AMJ, RSP, DVY, EWJ
|
13F-HR |
5/10/2017, 09:10 AM |
Q4 2016 |
71 |
$302M |
+$29.9M |
-$42.4M |
-$12.5M |
SPY, VGK, VNQ, AMJ, RSP
|
13F-HR |
2/1/2017, 09:56 AM |
Q3 2016 |
53 |
$310M |
+$12M |
-$37.8M |
-$25.8M |
SPY, VGK, VNQ, AMJ, RSP
|
13F-HR |
10/31/2016, 09:56 AM |
Q2 2016 |
71 |
$326M |
+$21.3M |
-$14.1M |
+$7.27M |
SPY, VGK, VNQ, DVY, RSP
|
13F-HR |
8/1/2016, 02:50 PM |
Q1 2016 |
51 |
$311M |
+$57.3M |
-$63.6M |
-$6.29M |
SPY, VGK, VNQ, RSP, DVY
|
13F-HR |
5/16/2016, 05:24 PM |
Q4 2015 |
51 |
$317M |
+$5.01M |
-$62.4M |
-$57.4M |
SPY, VGK, RSP, VNQ, DVY
|
13F-HR |
2/12/2016, 05:43 PM |
Q3 2015 |
48 |
$362M |
+$27.6M |
-$14.1M |
+$13.5M |
SPY, VGK, RSP, VNQ, AMJ
|
13F-HR |
11/12/2015, 05:02 PM |
Q2 2015 |
41 |
$383M |
+$37.9M |
-$5.73M |
+$32.2M |
SPY, VGK, RSP, AMJ, VNQ
|
13F-HR |
8/3/2015, 12:41 PM |
Q1 2015 |
41 |
$364M |
+$24.2M |
-$9.93M |
+$14.3M |
SPY, VGK, RSP, VNQ, AMJ
|
13F-HR |
5/12/2015, 03:16 PM |
Q4 2014 |
37 |
$342M |
+$25.6M |
-$8.34M |
+$17.2M |
SPY, VGK, RSP, AMJ, VNQ
|
13F-HR |
2/6/2015, 08:42 AM |
Q3 2014 |
33 |
$323M |
+$61.9M |
-$1.25M |
+$60.6M |
SPY, VGK, AMJ, RSP, VNQ
|
13F-HR |
11/10/2014, 10:12 AM |
Q2 2014 |
34 |
$267M |
+$11M |
-$17.7M |
-$6.67M |
SPY, VGK, AMJ, RSP, VNQ
|
13F-HR |
7/28/2014, 05:17 PM |
Q1 2014 |
30 |
$264M |
+$59.9M |
-$1.1M |
+$58.8M |
SPY, VGK, RSP, AMJ, VNQ
|
13F-HR |
5/12/2014, 11:46 AM |
Q4 2013 |
29 |
$202M |
$0 |
$0 |
|
SPY, VGK, AMJ, RSP, VNQ
|
13F-HR |
3/3/2014, 08:22 AM |
Q4 2012 |
29 |
$202M |
$0 |
$0 |
|
SPY, VGK, AMJ, RSP, VNQ
|
Restatement |
2/12/2014, 11:13 AM |