| Q2 2024 |
23 |
$155M |
+$2.16M |
-$3.98M |
-$1.83M |
VOO, SPY, XLK, IYW, SCHG
|
13F-HR |
8/2/2024, 10:34 AM |
| Q1 2024 |
23 |
$149M |
+$9.27M |
-$9.46M |
-$197K |
VOO, SPY, XLK, IYW, SCHG
|
13F-HR |
5/9/2024, 05:34 PM |
| Q4 2023 |
24 |
$135M |
+$28.5M |
-$29.3M |
-$856K |
SPY, VOO, XLK, IYW, SMH
|
13F-HR |
2/1/2024, 10:27 AM |
| Q3 2023 |
23 |
$121M |
+$9.49M |
-$7.63M |
+$1.86M |
VOO, SPY, XLK, VEA, VGK
|
13F-HR |
11/13/2023, 03:20 PM |
| Q2 2023 |
23 |
$124M |
+$56.6M |
-$547K |
+$56.1M |
VOO, SPY, XLK, VEA, VGK
|
13F-HR |
8/9/2023, 10:22 AM |
| Q1 2023 |
23 |
$65.2M |
+$53.6M |
-$8.28M |
+$45.3M |
SPY, VEA, VGK, XLK, VEU
|
13F-HR |
5/12/2023, 04:54 PM |
| Q4 2022 |
14 |
$19.3M |
+$5.61M |
-$8.25M |
-$2.64M |
SPLG, XLE, TLT, RSP, SCHD
|
13F-HR |
2/13/2023, 12:54 PM |
| Q3 2022 |
18 |
$20.5M |
+$4.6M |
-$16.8M |
-$12.2M |
SPY, SCHG, VTV, XLE, RSP
|
13F-HR |
11/14/2022, 10:39 AM |
| Q2 2022 |
23 |
$34M |
+$15.4M |
-$77.6M |
-$62.3M |
RSP, XLK, IVV, VGT, VTV
|
13F-HR |
8/15/2022, 09:40 AM |
| Q1 2022 |
24 |
$113M |
+$75.9M |
-$83.4M |
-$7.54M |
VOO, SPY, XLK, SCHX, RSP
|
13F-HR |
5/13/2022, 04:08 PM |
| Q4 2021 |
31 |
$166M |
+$14.8M |
-$8.6M |
+$6.15M |
SCHX, SCHG, IYW, VOO, FTEC
|
13F-HR |
2/14/2022, 09:10 AM |
| Q3 2021 |
27 |
$146M |
+$55.5M |
-$48.5M |
+$7.07M |
SCHX, SCHG, IYW, VOO, FTEC
|
13F-HR |
11/12/2021, 05:18 PM |
| Q2 2021 |
25 |
$139M |
+$47.9M |
-$38.4M |
+$9.47M |
SCHX, RSP, TLT, VTV, VOO
|
13F-HR |
8/16/2021, 09:52 AM |
| Q1 2021 |
32 |
$123M |
+$32.2M |
-$35.7M |
-$3.51M |
SCHX, RSP, VTV, SCHM, XLI
|
13F-HR |
5/14/2021, 10:17 AM |
| Q4 2020 |
36 |
$116M |
$0 |
$0 |
|
SCHX, XRT, XLY, RSP, XLI
|
13F-HR |
2/16/2021, 08:35 AM |