Q3 2024 |
205 |
$508M |
+$8.68M |
-$38.7M |
-$30.1M |
VIG, ABNB, SPHQ, COIN, MSFT
|
13F-HR |
10/10/2024, 12:22 PM |
Q2 2024 |
202 |
$545M |
+$36.9M |
-$36M |
+$931K |
ABNB, VIG, SPHQ, COIN, MSFT
|
13F-HR |
7/12/2024, 01:23 PM |
Q1 2024 |
193 |
$559M |
+$38.1M |
-$18M |
+$20.2M |
ABNB, VIG, COIN, SPHQ, MSFT
|
13F-HR |
4/11/2024, 02:54 PM |
Q4 2023 |
169 |
$484M |
+$29.4M |
-$51.8M |
-$22.4M |
ABNB, VIG, SPHQ, MSFT, COIN
|
13F-HR |
1/12/2024, 11:33 AM |
Q3 2023 |
188 |
$440M |
+$24.2M |
-$30.9M |
-$6.66M |
ABNB, VIG, SPHQ, MSFT, VGIT
|
13F-HR |
10/10/2023, 01:21 PM |
Q2 2023 |
190 |
$458M |
+$46.1M |
-$40.7M |
+$5.4M |
ABNB, VIG, SPHQ, NOBL, MSFT
|
13F-HR |
7/11/2023, 11:53 AM |
Q1 2023 |
181 |
$437M |
+$31.2M |
-$27.4M |
+$3.8M |
ABNB, VIG, SPHQ, NOBL, VGIT
|
13F-HR |
4/13/2023, 01:14 PM |
Q4 2022 |
173 |
$375M |
+$30.6M |
-$5M |
+$25.6M |
VIG, ABNB, SPHQ, NOBL, VCSH
|
13F-HR |
1/17/2023, 11:28 AM |
Q3 2022 |
130 |
$350M |
+$18.3M |
-$22.8M |
-$4.42M |
ABNB, VIG, SPHQ, NOBL, PINS
|
13F-HR |
10/14/2022, 11:04 AM |
Q2 2022 |
158 |
$358M |
+$28.1M |
-$53.8M |
-$25.7M |
ABNB, VIG, SPHQ, NOBL, MSFT
|
13F-HR |
7/18/2022, 12:28 PM |
Q1 2022 |
191 |
$535M |
+$19.7M |
-$48.9M |
-$29.2M |
ABNB, VIG, SPHQ, COIN, MSFT
|
13F-HR |
4/19/2022, 01:01 PM |
Q4 2021 |
544 |
$623M |
+$38.7M |
-$5.65M |
+$33M |
ABNB, VIG, COIN, SPHQ, PINS
|
13F-HR |
1/27/2022, 12:20 PM |
Q3 2021 |
183 |
$581M |
+$378M |
-$9.8M |
+$368M |
ABNB, VIG, COIN, SPHQ, PINS
|
13F-HR |
10/19/2021, 12:55 PM |
Q2 2021 |
132 |
$214M |
+$16.8M |
-$5.44M |
+$11.3M |
VIG, MSFT, NOBL, AGG, SPY
|
13F-HR |
7/29/2021, 04:28 PM |
Q1 2021 |
119 |
$193M |
+$11.4M |
-$10.1M |
+$1.27M |
VIG, MSFT, NOBL, SPY, AGG
|
13F-HR |
4/21/2021, 03:35 PM |
Q4 2020 |
106 |
$183M |
+$11.8M |
-$26.7M |
-$14.9M |
VIG, NOBL, MSFT, SPY, AGG
|
13F-HR |
1/26/2021, 11:30 AM |
Q3 2020 |
97 |
$183M |
+$16.3M |
-$73.5M |
-$57.3M |
VIG, VCIT, MSFT, NOBL, SPY
|
13F-HR |
10/22/2020, 10:18 AM |
Q2 2020 |
123 |
$230M |
+$40.5M |
-$11M |
+$29.5M |
VIG, SPHQ, MSFT, VCIT, NOBL
|
13F-HR |
7/27/2020, 01:01 PM |
Q1 2020 |
74 |
$176M |
+$54.3M |
-$44.8M |
+$9.54M |
VIG, SPHQ, NOBL, MSFT, SPY
|
13F-HR |
4/29/2020, 03:29 PM |
Q4 2019 |
169 |
$190M |
+$5.07M |
-$3.62M |
+$1.45M |
VIG, NOBL, MSFT, SPY, VTV
|
13F-HR |
2/6/2020, 12:05 PM |
Q3 2019 |
164 |
$180M |
+$2.52M |
-$3.15M |
-$637K |
VIG, NOBL, MSFT, SPY, VTV
|
13F-HR |
10/18/2019, 11:42 AM |
Q2 2019 |
166 |
$176M |
+$10.6M |
-$6.74M |
+$3.86M |
VIG, NOBL, MSFT, VTV, SPY
|
13F-HR |
7/23/2019, 12:04 PM |
Q1 2019 |
177 |
$165M |
+$7.66M |
-$65.3M |
-$57.7M |
VIG, NOBL, MSFT, SPY, AGG
|
13F-HR |
5/1/2019, 12:48 PM |
Q4 2018 |
188 |
$208M |
+$140M |
-$40.2M |
+$100M |
VIG, SPHQ, OKTA, NOBL, RPV
|
13F-HR |
1/29/2019, 04:05 PM |
Q3 2018 |
202 |
$117M |
+$2.86M |
-$7.4M |
-$4.54M |
OKTA, MUB, VEA, MSFT, META
|
13F-HR |
11/5/2018, 02:16 PM |
Q2 2018 |
197 |
$112M |
+$8.15M |
-$127M |
-$119M |
OKTA, MUB, VEA, META, CSX
|
13F-HR |
8/21/2018, 11:11 AM |
Q1 2018 |
213 |
$227M |
+$35.7M |
-$58.7M |
-$23M |
VIG, SPHQ, NOBL, SPY, OKTA
|
13F-HR |
4/24/2018, 01:15 PM |
Q4 2017 |
186 |
$253M |
+$8.51M |
-$29.3M |
-$20.8M |
VIG, SPHQ, NOBL, SPY, RPV
|
13F-HR |
1/29/2018, 01:28 PM |
Q3 2017 |
208 |
$260M |
+$44.6M |
-$7.61M |
+$37M |
VIG, SPHQ, NOBL, SPY, RPV
|
13F-HR |
10/26/2017, 01:14 PM |
Q2 2017 |
171 |
$218M |
+$24.7M |
-$82.3M |
-$57.5M |
VIG, SPHQ, NOBL, CSX, MUB
|
13F-HR |
7/25/2017, 12:18 PM |
Q1 2017 |
147 |
$215M |
+$89.4M |
-$16.2M |
+$73.2M |
VCIT, SPHQ, NOBL, CSX, MUB
|
13F-HR |
4/26/2017, 01:17 PM |
Q3 2016 |
92 |
$185M |
+$30.3M |
-$31.2M |
-$931K |
VIG, SPHQ, NOBL, CSX, SPY
|
13F-HR |
10/19/2016, 03:04 PM |
Q2 2016 |
88 |
$182M |
+$17.9M |
-$2.42M |
+$15.5M |
SPHQ, VIG, SPY, CSX, MUB
|
13F-HR |
7/22/2016, 01:28 PM |
Q1 2016 |
75 |
$163M |
+$3.98M |
-$7.49M |
-$3.51M |
SPHQ, VIG, SPY, MUB, VTV
|
13F-HR |
5/4/2016, 10:50 AM |
Q4 2015 |
81 |
$160M |
+$6.52M |
-$18.2M |
-$11.7M |
SPHQ, VIG, SPY, MUB, VTV
|
13F-HR |
1/28/2016, 12:12 PM |
Q3 2015 |
77 |
$164M |
+$19.1M |
-$5.55M |
+$13.6M |
SPHQ, VIG, SPY, CSX, TGT
|
13F-HR |
10/26/2015, 05:24 PM |
Q2 2015 |
75 |
$159M |
+$8.97M |
-$1.67M |
+$7.3M |
SPHQ, VIG, SPY, TGT, VTV
|
13F-HR |
7/24/2015, 11:47 AM |
Q1 2015 |
77 |
$154M |
+$12.6M |
-$2.19M |
+$10.4M |
SPHQ, VIG, SPY, VTV, XOM
|
13F-HR |
4/7/2015, 01:06 PM |
Q4 2014 |
69 |
$143M |
+$3.57M |
-$10.5M |
-$6.91M |
SPHQ, VIG, SPY, VTV, XOM
|
13F-HR |
1/26/2015, 06:00 PM |
Q3 2014 |
74 |
$144M |
+$1.96M |
-$3.49M |
-$1.53M |
SPHQ, VIG, SPY, VTV, XOM
|
13F-HR |
10/3/2014, 04:30 PM |
Q2 2014 |
73 |
$145M |
+$9.34M |
-$2.19M |
+$7.15M |
SPHQ, VIG, SPY, VTV, XOM
|
13F-HR |
7/7/2014, 03:01 PM |
Q1 2014 |
72 |
$135M |
+$3.52M |
-$3.95M |
-$434K |
SPHQ, VIG, SPY, XOM, VCSH
|
13F-HR |
4/10/2014, 11:59 AM |
Q4 2013 |
65 |
$135M |
$0 |
$0 |
|
SPHQ, VIG, SPY, XOM, VCSH
|
13F-HR |
1/3/2014, 02:40 PM |