Q3 2024 |
100 |
$218M |
+$13.3M |
-$2.78M |
+$10.5M |
SCHB, VOO, VGT, VTV, EFA
|
13F-HR |
10/30/2024, 09:59 AM |
Q2 2024 |
93 |
$197M |
+$4.58M |
-$684K |
+$3.89M |
SCHB, VOO, VGT, VTV, EFA
|
13F-HR |
8/7/2024, 01:33 PM |
Q1 2024 |
92 |
$190M |
+$4.54M |
-$2.68M |
+$1.86M |
SCHB, VOO, VGT, VTV, EFA
|
13F-HR |
5/2/2024, 09:10 PM |
Q4 2023 |
90 |
$177M |
+$16.2M |
-$11.9M |
+$4.34M |
SCHB, VOO, VGT, VTV, EFA
|
13F-HR |
2/12/2024, 10:56 AM |
Q3 2023 |
81 |
$158M |
+$17.8M |
-$7.66M |
+$10.2M |
SCHB, VOO, VGT, VTV, EFA
|
13F-HR |
11/13/2023, 08:56 AM |
Q2 2023 |
82 |
$155M |
+$4.84M |
-$732K |
+$4.11M |
SCHB, VGT, VOO, VTV, EFA
|
13F-HR |
8/7/2023, 04:27 PM |
Q1 2023 |
80 |
$142M |
+$1.36M |
-$566K |
+$798K |
SCHB, VOO, VGT, VTV, EFA
|
13F-HR |
4/25/2023, 08:40 AM |
Q4 2022 |
77 |
$134M |
+$6.58M |
-$6.34M |
+$241K |
SCHB, VOO, VGT, VTV, EFA
|
13F-HR |
2/14/2023, 01:15 PM |
Q3 2022 |
77 |
$125M |
+$1.62M |
-$1.57M |
+$52.1K |
SCHB, VOO, VGT, VTV, EFA
|
13F-HR |
11/9/2022, 09:34 AM |
Q2 2022 |
79 |
$132M |
+$15.2M |
-$10.1M |
+$5.1M |
SCHB, VOO, VGT, VTV, EFA
|
13F-HR |
7/29/2022, 11:53 AM |
Q1 2022 |
73 |
$147M |
$0 |
$0 |
|
SCHB, VGT, VOO, VTV, EFA
|
New Holdings |
5/2/2022, 07:42 AM |
Q1 2022 |
73 |
$147M |
+$17.9M |
-$582K |
+$17.3M |
SCHB, VGT, VOO, VTV, EFA
|
13F-HR |
4/18/2022, 02:34 PM |
Q4 2021 |
74 |
$152M |
+$7.54M |
-$4.46M |
+$3.07M |
SCHB, VGT, VOO, EFA, IHI
|
13F-HR |
2/8/2022, 11:06 AM |
Q3 2021 |
74 |
$140M |
+$25.2M |
-$12.9M |
+$12.3M |
SCHB, VGT, VOO, EFA, IHI
|
13F-HR |
11/12/2021, 10:14 AM |
Q2 2021 |
69 |
$135M |
+$4.62M |
-$5.61M |
-$989K |
SCHB, VGT, VOO, IHI, AGG
|
13F-HR |
8/10/2021, 01:42 PM |
Q1 2021 |
68 |
$128M |
+$15M |
-$10.9M |
+$4.07M |
SCHB, VGT, VOO, IHI, AGG
|
13F-HR |
5/4/2021, 09:56 AM |
Q4 2020 |
70 |
$119M |
+$6.17M |
-$3.72M |
+$2.45M |
SCHB, VGT, VOO, AGG, VHT
|
13F-HR |
1/28/2021, 08:32 AM |
Q3 2020 |
67 |
$105M |
+$5.91M |
-$3.79M |
+$2.12M |
SCHB, VGT, AGG, VOO, VHT
|
13F-HR |
10/30/2020, 01:51 PM |
Q2 2020 |
67 |
$95.7M |
+$5.56M |
-$79.4M |
-$73.9M |
SCHB, VGT, VOO, VHT, SCHG
|
13F-HR |
8/10/2020, 05:21 PM |
Q1 2020 |
73 |
$144M |
+$51.2M |
-$37M |
+$14.2M |
SCHB, QQQ, SCHX, ITOT, VGT
|
13F-HR |
5/11/2020, 01:23 PM |
Q4 2019 |
73 |
$147M |
+$10.4M |
-$7.35M |
+$3.09M |
SCHB, QQQ, VGT, VHT, IWB
|
13F-HR |
1/27/2020, 01:32 PM |
Q3 2019 |
75 |
$140M |
+$1.68M |
-$22.9M |
-$21.2M |
QQQ, SCHB, VGT, VHT, IWB
|
13F-HR |
11/1/2019, 01:03 PM |
Q2 2019 |
81 |
$160M |
+$962K |
-$32.7M |
-$31.8M |
QQQ, VGT, VHT, SCHB, SCHG
|
13F-HR |
7/22/2019, 12:27 PM |
Q1 2019 |
89 |
$187M |
+$1.69M |
-$513K |
+$1.18M |
QQQ, SCHB, VGT, VHT, AOK
|
13F-HR |
4/16/2019, 12:05 PM |
Q4 2018 |
86 |
$166M |
+$34.1M |
-$10.2M |
+$23.9M |
QQQ, VHT, SCHB, VGT, AOK
|
13F-HR |
1/23/2019, 12:43 PM |
Q3 2018 |
77 |
$166M |
+$7.76M |
-$6.65M |
+$1.11M |
SCHB, VGT, VHT, TIP, AOK
|
13F-HR |
11/8/2018, 02:39 PM |
Q2 2018 |
77 |
$158M |
+$4.89M |
-$15.6M |
-$10.7M |
SCHA, SCHB, VGT, VHT, TIP
|
13F-HR |
8/7/2018, 09:19 AM |
Q1 2018 |
83 |
$165M |
+$3.54M |
-$2.17M |
+$1.36M |
QQQ, SCHB, SCHA, VGT, VHT
|
13F-HR |
5/8/2018, 12:44 PM |
Q4 2017 |
84 |
$166M |
+$5.23M |
-$4.13M |
+$1.1M |
QQQ, SCHB, SCHA, VGT, TIP
|
13F-HR |
2/13/2018, 03:59 PM |
Q3 2017 |
83 |
$158M |
+$1.86M |
-$718K |
+$1.15M |
QQQ, SCHB, SCHA, VGT, TIP
|
13F-HR |
11/7/2017, 03:11 PM |
Q2 2017 |
82 |
$152M |
+$3.83M |
-$9.96M |
-$6.13M |
QQQ, SCHB, SCHA, TIP, VGT
|
13F-HR |
8/11/2017, 04:47 PM |
Q1 2017 |
257 |
$155M |
+$9.05M |
-$8.43M |
+$627K |
QQQ, SCHB, TIP, SCHA, SDOG
|
13F-HR |
5/11/2017, 05:32 PM |
Q4 2016 |
81 |
$148M |
+$4.67M |
-$21.3M |
-$16.7M |
QQQ, SCHB, TIP, SDOG, SCHA
|
13F-HR |
1/20/2017, 03:55 PM |
Q3 2016 |
92 |
$163M |
+$3.27M |
-$7.17M |
-$3.9M |
QQQ, TIP, SDOG, SCHB, AOK
|
13F-HR |
11/9/2016, 05:22 PM |
Q2 2016 |
97 |
$162M |
+$8.39M |
-$3.9M |
+$4.49M |
QQQ, TIP, SDOG, SCHB, AOK
|
13F-HR |
8/9/2016, 12:22 PM |
Q1 2016 |
91 |
$154M |
+$2.11M |
-$2.67M |
-$563K |
QQQ, TIP, SDOG, PFF, SCHB
|
13F-HR |
5/10/2016, 10:23 AM |
Q4 2015 |
90 |
$152M |
+$10.1M |
-$16.7M |
-$6.59M |
QQQ, TIP, PFF, SDOG, SCHB
|
13F-HR |
2/10/2016, 04:39 PM |
Q3 2015 |
299 |
$152M |
+$9.09M |
-$11.6M |
-$2.53M |
QQQ, TIP, SDOG, PFF, SCHB
|
13F-HR |
10/28/2015, 06:43 PM |
Q2 2015 |
296 |
$167M |
+$9.1M |
-$4.24M |
+$4.86M |
QQQ, SDOG, TIP, PFF, SCHB
|
13F-HR |
7/24/2015, 03:26 PM |
Q1 2015 |
94 |
$166M |
+$11M |
-$19.7M |
-$8.72M |
QQQ, SDOG, TIP, PFF, HCN
|
13F-HR |
4/29/2015, 12:25 PM |
Q4 2014 |
293 |
$172M |
+$2.68M |
-$27.1M |
-$24.5M |
QQQ, TIP, SDOG, PFF, SCHM
|
13F-HR |
2/3/2015, 02:41 PM |
Q3 2014 |
385 |
$193M |
+$7.26M |
-$6.29M |
+$973K |
QQQ, TIP, SDOG, SCHM, PFF
|
13F-HR |
11/12/2014, 09:56 AM |
Q2 2014 |
367 |
$196M |
+$10.8M |
-$5.22M |
+$5.53M |
QQQ, SDOG, TIP, SCHM, IYE
|
13F-HR |
8/11/2014, 02:09 PM |
Q1 2014 |
368 |
$183M |
+$54.7M |
-$7.65M |
+$47M |
QQQ, SDOG, TIP, SCHM, PFF
|
13F-HR |
5/12/2014, 03:31 PM |
Q4 2013 |
301 |
$133M |
$0 |
$0 |
|
SDOG, TIP, SCHM, SCHD, AOK
|
13F-HR |
1/30/2014, 03:47 PM |