Q3 2024 |
39 |
$240M |
+$16.2M |
-$2.13M |
+$14M |
QQQ, SPY, SCHD, AVGO, AAPL
|
13F-HR |
10/18/2024, 01:53 PM |
Q2 2024 |
39 |
$227M |
+$980K |
-$4.84M |
-$3.86M |
QQQ, SPY, SCHD, AVGO, FHLC
|
13F-HR |
7/16/2024, 01:20 PM |
Q1 2024 |
40 |
$222M |
+$5.5M |
-$3.82M |
+$1.68M |
QQQ, SPY, SCHD, AVGO, FHLC
|
13F-HR |
4/18/2024, 04:00 PM |
Q4 2023 |
34 |
$205M |
+$8.25M |
-$6.13M |
+$2.12M |
QQQ, SPY, SCHD, FHLC, AVGO
|
13F-HR |
1/26/2024, 02:52 PM |
Q3 2023 |
33 |
$182M |
+$14.3M |
-$6.24M |
+$8.05M |
QQQ, SPY, SCHD, FHLC, AAPL
|
13F-HR |
10/19/2023, 03:02 PM |
Q2 2023 |
33 |
$179M |
+$14.5M |
-$458K |
+$14.1M |
SPY, SCHD, QQQ, AAPL, FHLC
|
13F-HR |
7/25/2023, 12:16 PM |
Q1 2023 |
32 |
$153M |
+$24.7M |
-$14.3M |
+$10.5M |
SCHD, SPY, FHLC, AAPL, MSFT
|
13F-HR |
4/13/2023, 12:59 PM |
Q4 2022 |
34 |
$136M |
+$171K |
-$34.2M |
-$34.1M |
FHLC, DIA, SPY, UNH, AAPL
|
13F-HR |
1/12/2023, 12:28 PM |
Q3 2022 |
38 |
$160M |
+$17M |
-$11.8M |
+$5.16M |
STIP, FHLC, SPY, DIA, AAPL
|
13F-HR |
10/11/2022, 04:26 PM |
Q2 2022 |
39 |
$168M |
+$4.78M |
-$68.6M |
-$63.9M |
STIP, FHLC, SPY, DIA, FLRN
|
13F-HR |
8/2/2022, 11:19 AM |
Q1 2022 |
42 |
$268M |
+$17.3M |
-$107M |
-$89.4M |
FLRN, STIP, SCHB, FLTR, SPY
|
13F-HR |
4/18/2022, 02:45 PM |
Q4 2021 |
49 |
$382M |
+$5.26M |
-$18.5M |
-$13.3M |
SPY, FLRN, BSCM, MINT, DIA
|
13F-HR |
1/12/2022, 04:18 PM |
Q3 2021 |
51 |
$368M |
+$25.5M |
-$5.86M |
+$19.6M |
SPY, FLRN, BSCM, MINT, QQQ
|
13F-HR |
12/2/2021, 12:17 PM |
Q2 2021 |
50 |
$353M |
+$14.7M |
-$7.93M |
+$6.74M |
SPY, FLRN, BSCM, MINT, QQQ
|
13F-HR |
7/21/2021, 04:24 PM |
Q1 2021 |
48 |
$327M |
+$47.9M |
-$5.46M |
+$42.4M |
FLRN, SPY, QQQ, BSCM, MINT
|
13F-HR |
4/23/2021, 04:05 PM |
Q4 2020 |
39 |
$278M |
+$31.8M |
-$10.7M |
+$21.1M |
QQQ, FLRN, SPY, MINT, BSCM
|
13F-HR |
1/21/2021, 02:57 PM |
Q3 2020 |
36 |
$242M |
+$44M |
-$4.54M |
+$39.4M |
FLRN, QQQ, MINT, SCHB, SPY
|
13F-HR |
10/19/2020, 02:02 PM |
Q2 2020 |
34 |
$194M |
+$92M |
-$1.41M |
+$90.5M |
QQQ, SCHB, MINT, SPY, FLRN
|
13F-HR |
7/17/2020, 01:23 PM |
Q1 2020 |
25 |
$87M |
+$1.95M |
-$96.3M |
-$94.3M |
FLRN, FHLC, AMZN, MSFT, AAPL
|
13F-HR |
4/20/2020, 03:17 PM |
Q4 2019 |
42 |
$191M |
+$8.17M |
-$6.95M |
+$1.22M |
SPY, DIA, FLRN, SCHB, USMV
|
13F-HR |
1/27/2020, 12:37 PM |
Q3 2019 |
36 |
$178M |
+$1.95M |
-$10M |
-$8.06M |
SPY, FLRN, DIA, SCHB, USMV
|
13F-HR |
10/15/2019, 03:46 PM |
Q2 2019 |
35 |
$185M |
+$9.26M |
-$1.93M |
+$7.33M |
SCHB, SPY, DIA, FLRN, SCHV
|
13F-HR |
7/23/2019, 04:17 PM |
Q1 2019 |
34 |
$170M |
+$26M |
-$3.57M |
+$22.4M |
FLRN, SCHB, SPY, DIA, SCHV
|
13F-HR |
4/18/2019, 01:51 PM |
Q4 2018 |
33 |
$133M |
+$25M |
-$52.3M |
-$27.3M |
FLRN, DIA, SPY, SCHV, USMV
|
13F-HR |
1/15/2019, 09:31 AM |
Q3 2018 |
38 |
$177M |
+$4.91M |
-$12.7K |
+$4.9M |
SPY, FLRN, SCHM, DIA, SOXX
|
13F-HR |
10/12/2018, 03:46 PM |
Q2 2018 |
38 |
$159M |
+$29.7M |
-$19.4M |
+$10.3M |
SPY, FLRN, SCHM, DIA, SOXX
|
13F-HR |
7/19/2018, 03:01 PM |
Q1 2018 |
39 |
$143M |
+$23.2M |
-$66.8M |
-$43.6M |
FLRN, SPY, DIA, SOXX, XLF
|
13F-HR |
4/9/2018, 12:28 PM |
Q4 2017 |
44 |
$186M |
+$3.09M |
-$6.03M |
-$2.94M |
QQQ, DIA, SPY, SCHM, SOXX
|
13F-HR |
1/19/2018, 03:58 PM |
Q3 2017 |
43 |
$175M |
+$7.18M |
-$8.69M |
-$1.51M |
QQQ, DIA, SPY, SCHM, SOXX
|
13F-HR |
10/16/2017, 11:52 AM |
Q2 2017 |
44 |
$168M |
+$2.31M |
-$1.11M |
+$1.2M |
QQQ, SPY, DIA, SCHM, SCHO
|
13F-HR |
7/11/2017, 11:11 AM |
Q1 2017 |
42 |
$163M |
+$50.4M |
-$48.2M |
+$2.17M |
QQQ, SPY, DIA, SCHM, SOXX
|
13F-HR |
4/7/2017, 01:54 PM |
Q4 2016 |
49 |
$153M |
+$44.4M |
-$26.9M |
+$17.5M |
SPY, DIA, QQQ, SCHM, SCHO
|
13F-HR |
1/17/2017, 05:15 PM |
Q3 2016 |
41 |
$135M |
+$48.5M |
-$6.31M |
+$42.2M |
SCHO, SCHG, SPY, QQQ, AAPL
|
13F-HR |
10/20/2016, 03:32 PM |
Q2 2016 |
32 |
$90.5M |
+$238K |
-$10.4M |
-$10.1M |
SCHO, XLP, HD, SBUX, ACN
|
13F-HR |
7/29/2016, 02:26 PM |
Q1 2016 |
32 |
$99.8M |
+$5.44M |
-$9.14M |
-$3.7M |
SCHO, META, UNH, AMZN, HD
|
13F-HR |
4/14/2016, 12:40 PM |
Q4 2015 |
31 |
$102M |
+$13.8M |
-$304K |
+$13.5M |
SCHO, SPY, AMZN, HD, META
|
13F-HR |
1/14/2016, 01:39 PM |
Q3 2015 |
26 |
$85M |
+$6.84M |
-$93.7M |
-$86.9M |
SCHO, AAPL, SBUX, NKE, UNH
|
13F-HR |
11/16/2015, 10:13 AM |
Q2 2015 |
52 |
$172M |
+$5.24M |
-$20.4M |
-$15.1M |
SCHO, SPY, DVY, QQQ, NOBL
|
13F-HR |
7/15/2015, 01:37 PM |
Q1 2015 |
56 |
$189M |
+$15.5M |
-$78.8M |
-$63.3M |
SCHO, SPY, DVY, QQQ, NOBL
|
13F-HR |
4/17/2015, 12:11 PM |
Q4 2014 |
62 |
$249M |
+$33.4M |
-$52.7M |
-$19.2M |
SCHO, IGSB, MINT, FLOT, DVY
|
13F-HR |
2/6/2015, 11:31 AM |
Q3 2014 |
66 |
$262M |
+$10.7M |
-$16.1M |
-$5.36M |
SCHO, FLOT, MINT, IGSB, SJNK
|
13F-HR |
10/3/2014, 02:47 PM |
Q2 2014 |
65 |
$267M |
+$17.3M |
-$5.06M |
+$12.3M |
SCHO, FLOT, MINT, IGSB, SJNK
|
13F-HR |
7/11/2014, 01:25 PM |
Q1 2014 |
64 |
$256M |
+$94.7M |
-$71.7M |
+$23M |
SCHO, FLOT, MINT, IGSB, SJNK
|
13F-HR |
4/9/2014, 05:12 PM |
Q4 2013 |
73 |
$232M |
$0 |
$0 |
|
FLOT, SHY, IGSB, MINT, SCHO
|
13F-HR |
3/3/2014, 12:56 PM |