Q3 2024 |
153 |
$1.12B |
+$35.7M |
-$20.7M |
+$15M |
QQQ, SCHB, DGRW, SCHD, AAPL
|
13F-HR |
10/24/2024, 08:48 AM |
Q2 2024 |
148 |
$1.05B |
+$77.1M |
-$70.2M |
+$6.87M |
QQQ, SCHB, DGRW, AAPL, SCHD
|
13F-HR |
7/12/2024, 12:37 PM |
Q1 2024 |
149 |
$1.02B |
+$37.2M |
-$10.4M |
+$26.8M |
QQQ, SCHB, SCHD, DUHP, AAPL
|
13F-HR |
4/23/2024, 09:53 AM |
Q4 2023 |
136 |
$934M |
+$136M |
-$98.9M |
+$37.4M |
QQQ, SCHB, SCHD, AAPL, DUHP
|
13F-HR |
1/18/2024, 10:19 AM |
Q3 2023 |
125 |
$816M |
+$68.5M |
-$17.5M |
+$51M |
QQQ, SCHB, SCHD, AAPL, RSPT
|
13F-HR |
10/24/2023, 05:12 PM |
Q2 2023 |
112 |
$826M |
+$38.8M |
-$19.2M |
+$19.6M |
QQQ, SCHB, AAPL, SCHD, RSPT
|
13F-HR |
7/13/2023, 01:30 PM |
Q1 2023 |
102 |
$757M |
+$37.3M |
-$25.2M |
+$12.2M |
QQQ, SCHB, AAPL, SCHD, XLV
|
13F-HR |
5/2/2023, 01:29 PM |
Q4 2022 |
94 |
$694M |
+$115M |
-$118M |
-$2.94M |
QQQ, SCHB, SCHD, XLV, AAPL
|
13F-HR |
1/24/2023, 03:23 PM |
Q3 2022 |
91 |
$668M |
+$98.2M |
-$26.7M |
+$71.5M |
QQQ, SCHB, AAPL, RSPT, XLV
|
13F-HR |
10/26/2022, 05:42 PM |
Q2 2022 |
81 |
$623M |
+$113M |
-$94.9M |
+$18.1M |
QQQ, SCHB, RSPT, AAPL, DGRW
|
Restatement |
7/27/2022, 10:48 AM |
Q1 2022 |
100 |
$745M |
+$233M |
-$141M |
+$91.7M |
QQQ, SCHB, AAPL, RSPT, GSEW
|
13F-HR |
5/6/2022, 09:42 AM |
Q4 2021 |
90 |
$744M |
+$99.9M |
-$128M |
-$27.8M |
QQQ, SCHB, RSPT, AAPL, VB
|
13F-HR |
2/11/2022, 08:24 AM |
Q3 2021 |
82 |
$720M |
+$95.3M |
-$2.51M |
+$92.8M |
QQQ, SCHB, AGG, RSPT, VB
|
13F-HR |
11/15/2021, 08:20 AM |
Q2 2021 |
78 |
$629M |
+$31.8M |
-$63.6M |
-$31.8M |
QQQ, SCHB, AGG, RSPT, VB
|
Restatement |
8/24/2021, 12:45 PM |
Q1 2021 |
81 |
$620M |
+$16.8M |
-$2.62M |
+$14.2M |
QQQ, SCHB, AGG, USMV, RSPT
|
13F-HR |
5/4/2021, 07:05 AM |
Q4 2020 |
74 |
$583M |
+$24.7M |
-$16M |
+$8.73M |
QQQ, SCHB, AGG, USMV, RSPT
|
13F-HR |
2/10/2021, 07:42 AM |
Q3 2020 |
71 |
$516M |
+$34.2M |
-$14.3M |
+$19.9M |
QQQ, SCHB, AGG, USMV, RSPT
|
Restatement |
11/18/2020, 06:58 PM |
Q2 2020 |
66 |
$475M |
+$107M |
-$67.1M |
+$40.2M |
QQQ, SCHB, AGG, USMV, JPST
|
13F-HR |
7/28/2020, 05:05 PM |
Q1 2020 |
62 |
$377M |
+$67.2M |
-$63.8M |
+$3.35M |
QQQ, SCHB, AGG, USMV, TOTL
|
13F-HR |
4/9/2020, 05:27 PM |
Q4 2019 |
80 |
$438M |
+$53.3M |
-$69.3M |
-$16M |
QQQ, SCHB, AGG, VYM, TOTL
|
13F-HR |
1/21/2020, 12:15 PM |
Q3 2019 |
74 |
$418M |
+$13.8M |
-$5.61M |
+$8.21M |
QQQ, SCHB, VYM, HDV, AGG
|
13F-HR |
10/16/2019, 02:51 PM |
Q2 2019 |
70 |
$409M |
+$37M |
-$39.1M |
-$2.1M |
QQQ, SCHB, HDV, VYM, VB
|
13F-HR |
7/11/2019, 08:52 AM |
Q1 2019 |
70 |
$400M |
+$42.8M |
-$33.2M |
+$9.61M |
QQQ, SCHB, TOTL, VYM, HDV
|
13F-HR |
4/10/2019, 11:51 AM |
Q4 2018 |
66 |
$351M |
+$48.8M |
-$49.3M |
-$489K |
QQQ, SCHB, VYM, TOTL, VB
|
13F-HR |
1/14/2019, 05:04 PM |
Q3 2018 |
74 |
$407M |
+$61.4M |
-$39.6M |
+$21.8M |
QQQ, SCHB, VYM, VB, TOTL
|
13F-HR |
10/9/2018, 09:00 AM |
Q2 2018 |
67 |
$369M |
+$116M |
-$90.4M |
+$25.1M |
QQQ, SCHB, VYM, TOTL, VB
|
13F-HR |
7/11/2018, 02:56 PM |
Q1 2018 |
66 |
$348M |
+$87.2M |
-$81.2M |
+$5.95M |
QQQ, SCHB, VYM, TOTL, KBWR
|
13F-HR |
4/9/2018, 11:28 AM |
Q4 2017 |
66 |
$345M |
+$22.4M |
-$10.6M |
+$11.8M |
QQQ, VYM, JPIN, SCHB, TOTL
|
13F-HR |
1/18/2018, 05:26 PM |
Q3 2017 |
61 |
$319M |
+$7.71M |
-$13.2M |
-$5.46M |
QQQ, VYM, JPIN, TOTL, SCHB
|
13F-HR |
11/6/2017, 05:33 PM |
Q2 2017 |
67 |
$311M |
+$19.1M |
-$1.63M |
+$17.5M |
QQQ, VYM, JPIN, TOTL, SCHB
|
13F-HR |
7/12/2017, 07:51 AM |
Q1 2017 |
58 |
$287M |
+$52.8M |
-$17.8M |
+$34.9M |
QQQ, VYM, TOTL, JPIN, SCHB
|
13F-HR |
4/10/2017, 03:37 PM |
Q4 2016 |
54 |
$239M |
+$11.8M |
-$30.5M |
-$18.7M |
QQQ, VYM, JPIN, TOTL, SCHB
|
13F-HR |
1/11/2017, 05:28 PM |
Q3 2016 |
57 |
$255M |
+$39.3M |
-$44.7M |
-$5.39M |
QQQ, VYM, JPIN, TOTL, AAPL
|
13F-HR |
10/11/2016, 04:00 PM |
Q2 2016 |
63 |
$247M |
+$14.6M |
-$3.89M |
+$10.7M |
QQQ, VYM, VGK, TOTL, BNDX
|
13F-HR |
7/14/2016, 06:28 PM |
Q1 2016 |
64 |
$235M |
+$18.3M |
-$12.5M |
+$5.85M |
QQQ, VYM, VGK, TOTL, TQQQ
|
13F-HR |
4/19/2016, 09:16 PM |
Q4 2015 |
62 |
$231M |
+$68.2M |
-$54.9M |
+$13.3M |
QQQ, VGK, TQQQ, TOTL, AAPL
|
13F-HR |
1/11/2016, 07:57 PM |
Q3 2015 |
62 |
$208M |
+$15.2M |
-$18.1M |
-$2.83M |
QQQ, VGK, FNDB, TQQQ, SCHE
|
13F-HR |
11/16/2015, 03:16 PM |
Q2 2015 |
68 |
$234M |
+$27.1M |
-$1.85M |
+$25.2M |
TQQQ, QQQ, VGK, FNDB, FAS
|
Restatement |
8/7/2015, 06:04 PM |
Q1 2015 |
66 |
$222M |
+$27.4M |
-$20.2M |
+$7.18M |
TQQQ, QQQ, FAS, FNDB, VGK
|
13F-HR |
5/14/2015, 04:51 PM |
Q4 2014 |
61 |
$212M |
+$34.9M |
-$27M |
+$7.83M |
TQQQ, QQQ, FAS, FNDB, SCHE
|
13F-HR |
1/20/2015, 08:55 AM |
Q3 2014 |
66 |
$197M |
+$16M |
-$6.26M |
+$9.78M |
QQQ, TQQQ, FAS, FNDB, SPY
|
13F-HR |
10/24/2014, 12:37 PM |
Q2 2014 |
65 |
$187M |
+$53.1M |
-$35.6M |
+$17.5M |
QQQ, TQQQ, FAS, FNDB, SPY
|
13F-HR |
8/13/2014, 04:25 PM |
Q1 2014 |
62 |
$165M |
+$30M |
-$1.57M |
+$28.4M |
QQQ, TQQQ, FAS, SPY, VGK
|
13F-HR |
5/13/2014, 03:59 PM |
Q4 2013 |
57 |
$142M |
$0 |
$0 |
|
TQQQ, FAS, SPY, VGK, AAPL
|
13F-HR |
2/11/2014, 06:07 PM |