Q3 2024 |
1,392 |
$6.36B |
+$1.14B |
-$846M |
+$290M |
XOM, AAPL, VEA, CVX, IDEV
|
13F-HR |
11/6/2024, 02:41 PM |
Q2 2024 |
1,369 |
$5.78B |
+$1.57B |
-$1.16B |
+$408M |
XOM, BOXX, NVDA, CVX, AAPL
|
13F-HR |
7/30/2024, 03:02 PM |
Q1 2024 |
1,372 |
$5.54B |
$0 |
$0 |
|
BOXX, XOM, MSFT, CVX, VTI
|
New Holdings |
5/7/2024, 11:33 AM |
Q1 2024 |
1,372 |
$5.54B |
+$1.89B |
-$636M |
+$1.26B |
BOXX, XOM, MSFT, CVX, VTI
|
13F-HR |
5/6/2024, 02:37 PM |
Q4 2023 |
1,254 |
$3.98B |
+$949M |
-$649M |
+$300M |
BOXX, XOM, CVX, MSFT, AAPL
|
13F-HR |
2/13/2024, 05:32 PM |
Q3 2023 |
1,203 |
$3.39B |
+$920M |
-$416M |
+$504M |
BOXX, XOM, CVX, USFR, SGOV
|
13F-HR |
11/1/2023, 09:42 AM |
Q2 2023 |
1,118 |
$2.84B |
+$1.5B |
-$404M |
+$1.09B |
BOXX, XOM, CVX, SGOV, MSFT
|
13F-HR |
7/27/2023, 04:40 PM |
Q1 2023 |
510 |
$1.7B |
+$529M |
-$383M |
+$146M |
BOXX, XOM, CVX, SGOV, COP
|
13F-HR |
4/5/2023, 04:10 PM |
Q4 2022 |
435 |
$1.53B |
+$700M |
-$292M |
+$408M |
XOM, CVX, SGOV, COP, TFLO
|
Restatement |
2/21/2023, 11:01 AM |
Q3 2022 |
318 |
$1.03B |
+$684M |
-$414M |
+$270M |
XOM, SGOV, CVX, VGLT, BIL
|
13F-HR |
11/4/2022, 02:02 PM |
Q2 2022 |
265 |
$776M |
+$422M |
-$491M |
-$69.4M |
IYK, VTIP, SGOV, RSPM, XLP
|
13F-HR |
8/1/2022, 04:25 PM |
Q1 2022 |
244 |
$914M |
+$521M |
-$494M |
+$27.3M |
SPYV, IHF, IWY, PPA, IXN
|
13F-HR |
4/21/2022, 03:42 PM |
Q4 2021 |
239 |
$887M |
+$478M |
-$398M |
+$79.5M |
CIBR, XRT, IMCG, IWP, IYG
|
13F-HR |
2/9/2022, 06:21 PM |
Q3 2021 |
206 |
$779M |
+$462M |
-$440M |
+$22.2M |
XRT, FXD, RSPD, VUG, IXN
|
13F-HR |
11/12/2021, 11:24 AM |
Q2 2021 |
225 |
$788M |
$0 |
$0 |
|
QQQ, RSPD, IXN, FNCL, FXO
|
New Holdings |
11/12/2021, 11:42 AM |
Q2 2021 |
225 |
$788M |
+$576M |
-$296M |
+$280M |
QQQ, RSPD, IXN, FNCL, FXO
|
13F-HR |
8/3/2021, 05:39 PM |
Q1 2021 |
162 |
$448M |
$0 |
$0 |
|
SMH, QQQ, IMOM, LTPZ, ANGL
|
13F-HR |
5/13/2021, 01:05 PM |
Q4 2020 |
162 |
$519M |
+$388M |
-$212M |
+$176M |
SMH, QQQ, IMOM, LTPZ, ANGL
|
13F-HR |
2/2/2021, 10:27 AM |
Q3 2020 |
105 |
$320M |
+$178M |
-$129M |
+$48.9M |
ARKK, IMOM, IVAL, QMOM, USIG
|
13F-HR |
10/26/2020, 04:32 PM |
Q2 2020 |
106 |
$258M |
+$136M |
-$118M |
+$18M |
IMOM, IVAL, QMOM, QVAL, XSD
|
13F-HR |
7/15/2020, 09:49 PM |
Q1 2020 |
102 |
$53.9M |
$0 |
$0 |
|
VGT, ILCG, QQQ, LQD, USIG
|
New Holdings |
7/15/2020, 10:03 PM |
Q1 2020 |
185 |
$214M |
+$62.3M |
-$61.6M |
+$702K |
IMOM, QMOM, IVAL, QVAL, VGT
|
13F-HR |
4/16/2020, 04:52 PM |
Q4 2019 |
102 |
$276M |
$0 |
$0 |
|
IMOM, IVAL, QMOM, QVAL, IPAY
|
New Holdings |
7/15/2020, 10:12 PM |
Q4 2019 |
102 |
$276M |
+$113M |
-$79.6M |
+$33.3M |
IMOM, IVAL, QMOM, QVAL, IPAY
|
13F-HR |
1/27/2020, 04:25 PM |
Q3 2019 |
94 |
$230M |
+$64.3M |
-$69.3M |
-$4.92M |
IMOM, IVAL, QMOM, QVAL, TPR
|
13F-HR |
11/1/2019, 01:52 PM |
Q2 2019 |
94 |
$239M |
+$53.6M |
-$98.3M |
-$44.8M |
IMOM, IVAL, QMOM, QVAL, HFC
|
13F-HR |
7/9/2019, 12:12 PM |
Q1 2019 |
93 |
$280M |
+$82.7M |
-$66.3M |
+$16.4M |
QMOM, IVAL, IMOM, QVAL, DSW
|
13F-HR |
5/10/2019, 12:54 PM |
Q4 2018 |
91 |
$236M |
+$54M |
-$101M |
-$47.2M |
IVAL, QMOM, IMOM, QVAL, AEO
|
13F-HR |
1/22/2019, 04:11 PM |
Q3 2018 |
91 |
$338M |
+$110M |
-$96.6M |
+$13.1M |
QMOM, IVAL, IMOM, QVAL, KSS
|
13F-HR |
10/18/2018, 02:21 PM |
Q2 2018 |
92 |
$317M |
+$103M |
-$69.7M |
+$33.6M |
QMOM, IMOM, QVAL, IVAL, KSS
|
13F-HR |
7/9/2018, 12:32 PM |
Q1 2018 |
92 |
$274M |
+$129M |
-$52.7M |
+$75.8M |
IMOM, QMOM, QVAL, IVAL, KSS
|
13F-HR |
4/25/2018, 04:53 PM |
Q4 2017 |
93 |
$199M |
+$80.6M |
-$44.1M |
+$36.5M |
IMOM, QVAL, IVAL, QMOM, SAFM
|
Restatement |
7/9/2018, 01:24 PM |
Q3 2017 |
94 |
$154M |
+$67.4M |
-$44.5M |
+$22.9M |
IMOM, IVAL, QMOM, QVAL, GPS
|
Restatement |
7/9/2018, 01:17 PM |
Q2 2017 |
92 |
$123M |
+$70.9M |
-$43.6M |
+$27.3M |
IMOM, IVAL, QMOM, QVAL, MASI
|
Restatement |
7/9/2018, 01:10 PM |
Q1 2017 |
89 |
$97.6M |
+$97.6M |
-$135M |
-$37.3M |
IDCC, SAFM, CRUS, WSM, CTB
|
Restatement |
7/9/2018, 01:05 PM |
Q4 2016 |
4 |
$135M |
$0 |
$0 |
|
QVAL, IVAL, QMOM, IMOM
|
13F-HR |
2/13/2017, 11:40 AM |