Q3 2024 |
96 |
$196M |
+$9.83M |
-$13.5M |
-$3.72M |
SSUS, SSXU, UPS, SSFI, BIL
|
13F-HR |
10/30/2024, 02:09 PM |
Q2 2024 |
92 |
$189M |
+$21.2M |
-$19.8M |
+$1.37M |
SSUS, SSXU, UPS, SSFI, BIL
|
13F-HR |
7/19/2024, 04:21 PM |
Q1 2024 |
100 |
$189M |
+$14.6M |
-$16.3M |
-$1.7M |
SSUS, UPS, SSXU, SSFI, XLK
|
13F-HR |
4/19/2024, 10:27 AM |
Q4 2023 |
98 |
$181M |
+$20.3M |
-$17.8M |
+$2.56M |
SSUS, UPS, SSXU, SSFI, XLK
|
13F-HR |
1/19/2024, 10:47 AM |
Q3 2023 |
91 |
$167M |
+$9.58M |
-$12.6M |
-$3.02M |
SSUS, UPS, SSXU, SSFI, SPLG
|
13F-HR |
10/11/2023, 03:35 PM |
Q2 2023 |
94 |
$178M |
+$16.7M |
-$24.7M |
-$8.09M |
SSUS, UPS, SSXU, SSFI, XLK
|
13F-HR |
7/17/2023, 04:39 PM |
Q1 2023 |
102 |
$181M |
+$45.8M |
-$31.7M |
+$14.1M |
SSUS, UPS, SSFI, SSXU, SPLG
|
13F-HR |
4/18/2023, 01:28 PM |
Q4 2022 |
86 |
$159M |
+$21.5M |
-$12.6M |
+$8.86M |
SSUS, UPS, SSFI, SSXU, SPLG
|
13F-HR |
1/17/2023, 02:12 PM |
Q3 2022 |
85 |
$141M |
+$13.5M |
-$18.5M |
-$5M |
SSUS, UPS, SSFI, SSXU, DNOV
|
13F-HR |
10/12/2022, 11:46 AM |
Q2 2022 |
92 |
$157M |
+$19.4M |
-$19.3M |
+$165K |
SSUS, UPS, SSFI, SHY, DNOV
|
13F-HR |
7/20/2022, 11:12 AM |
Q1 2022 |
93 |
$178M |
+$22.6M |
-$34.1M |
-$11.5M |
SSUS, UPS, XLK, SHY, DNOV
|
13F-HR |
4/18/2022, 05:29 PM |
Q4 2021 |
100 |
$194M |
+$16.2M |
-$10.8M |
+$5.34M |
SSUS, UPS, SSFI, XLK, SHY
|
13F-HR |
1/20/2022, 04:30 PM |
Q3 2021 |
97 |
$173M |
+$25.8M |
-$19.1M |
+$6.72M |
SSUS, UPS, SSFI, SHY, XLK
|
13F-HR |
10/20/2021, 10:17 AM |
Q2 2021 |
93 |
$170M |
+$17.9M |
-$13M |
+$4.84M |
SSUS, UPS, SHY, XLK, XLV
|
13F-HR |
7/19/2021, 10:50 AM |
Q1 2021 |
91 |
$152M |
+$16.6M |
-$7.7M |
+$8.9M |
SSUS, UPS, SHY, XLK, IJR
|
13F-HR |
4/27/2021, 10:25 AM |
Q4 2020 |
83 |
$137M |
+$11.4M |
-$11.7M |
-$351K |
SSUS, UPS, SHY, XLK, VGK
|
13F-HR |
1/15/2021, 03:13 PM |
Q3 2020 |
79 |
$126M |
+$19.2M |
-$18.6M |
+$671K |
SSUS, UPS, SHY, XLK, VGK
|
13F-HR |
10/16/2020, 01:21 PM |
Q2 2020 |
81 |
$115M |
+$10.6M |
-$16.1M |
-$5.54M |
SSUS, UPS, SHY, FLOT, XLK
|
13F-HR |
8/3/2020, 04:32 PM |
Q1 2020 |
80 |
$111M |
+$44.9M |
-$34.5M |
+$10.4M |
SSUS, UPS, SHY, FLOT, VGK
|
13F-HR |
4/17/2020, 02:40 PM |
Q4 2019 |
87 |
$115M |
+$26.5M |
-$40.1M |
-$13.6M |
UPS, IEI, FLOT, SHY, IJR
|
13F-HR |
1/24/2020, 10:02 AM |
Q3 2019 |
90 |
$122M |
+$17.5M |
-$12.8M |
+$4.7M |
UPS, SHY, XLV, XLC, FTSM
|
13F-HR |
10/21/2019, 10:33 AM |
Q2 2019 |
95 |
$116M |
+$22.9M |
-$22.1M |
+$754K |
UPS, SHY, FTSM, XLV, VGK
|
13F-HR |
7/18/2019, 11:03 AM |
Q1 2019 |
92 |
$115M |
+$40.1M |
-$41.4M |
-$1.32M |
UPS, SHY, IEMG, FTSM, XOM
|
13F-HR |
4/25/2019, 10:12 AM |
Q4 2018 |
76 |
$108M |
+$24.7M |
-$32M |
-$7.29M |
UPS, FTSM, IVV, VIG, IWF
|
13F-HR |
1/22/2019, 02:46 PM |
Q3 2018 |
83 |
$128M |
+$13.9M |
-$15M |
-$1.15M |
UPS, FTSM, IWF, IVV, IJR
|
13F-HR |
10/22/2018, 04:51 PM |
Q2 2018 |
83 |
$124M |
+$29.1M |
-$27.9M |
+$1.23M |
UPS, FTSM, IWF, IJR, IVV
|
13F-HR |
7/19/2018, 08:51 AM |
Q1 2018 |
79 |
$120M |
+$28.6M |
-$23M |
+$5.61M |
UPS, AGG, IWF, IVV, VGK
|
13F-HR |
4/19/2018, 03:29 PM |
Q4 2017 |
71 |
$118M |
+$38.9M |
-$34.9M |
+$3.95M |
AGG, UPS, IWF, VGK, IJR
|
13F-HR |
1/12/2018, 04:15 PM |
Q3 2017 |
72 |
$110M |
+$15.8M |
-$15.2M |
+$571K |
UPS, IVV, AGG, FLOT, VGK
|
13F-HR |
10/24/2017, 09:44 AM |
Q2 2017 |
73 |
$106M |
+$18.4M |
-$18.9M |
-$495K |
UPS, IVV, AGG, FLOT, MINT
|
13F-HR |
7/26/2017, 02:02 PM |
Q1 2017 |
73 |
$104M |
+$24.3M |
-$27.8M |
-$3.58M |
UPS, IVV, AGG, VGK, XOM
|
13F-HR |
4/18/2017, 04:37 PM |
Q4 2016 |
75 |
$106M |
+$18.9M |
-$17.1M |
+$1.8M |
UPS, IWD, IWF, AGG, IWN
|
13F-HR |
1/17/2017, 09:21 AM |
Q3 2016 |
70 |
$101M |
+$21.2M |
-$25M |
-$3.78M |
UPS, IWN, IWF, AGG, IWD
|
13F-HR |
10/28/2016, 05:14 PM |
Q2 2016 |
83 |
$103M |
+$17.9M |
-$25M |
-$7.13M |
UPS, IWF, AGG, IWP, XOM
|
13F-HR |
7/21/2016, 05:06 PM |
Q1 2016 |
373 |
$109M |
+$24.1M |
-$19.9M |
+$4.19M |
UPS, IWF, AGG, IWP, XOM
|
13F-HR |
4/14/2016, 04:26 PM |
Q4 2015 |
71 |
$101M |
+$8.25M |
-$21.3M |
-$13.1M |
UPS, IWF, AGG, IWD, IWP
|
13F-HR |
1/20/2016, 11:17 AM |
Q3 2015 |
387 |
$111M |
+$27.3M |
-$16.4M |
+$11M |
UPS, IWF, AGG, IWD, IWP
|
13F-HR |
10/27/2015, 04:00 PM |
Q2 2015 |
72 |
$107M |
+$31.3M |
-$24.3M |
+$7M |
IWD, UPS, IWF, AGG, IWP
|
13F-HR |
7/16/2015, 04:23 PM |
Q1 2015 |
76 |
$101M |
+$14.6M |
-$19.3M |
-$4.62M |
UPS, IWD, AGG, EEM, IWF
|
13F-HR |
4/29/2015, 10:21 AM |
Q4 2014 |
79 |
$107M |
$0 |
$0 |
|
UPS, IWD, AGG, IWN, SDY
|
13F-HR |
3/30/2015, 12:58 PM |