| Q2 2024 |
46 |
$146M |
$0 |
$0 |
|
MGK, VYM, VOO, IEFA, SMH
|
13F-HR |
8/14/2024, 10:47 AM |
| Q1 2024 |
46 |
$147M |
+$2.52M |
-$2.67M |
-$149K |
MGK, VYM, VOO, IEFA, SMH
|
13F-HR |
5/13/2024, 03:20 PM |
| Q4 2023 |
48 |
$137M |
+$32.5M |
-$1.86M |
+$30.6M |
MGK, VYM, VOO, IEFA, FLOT
|
13F-HR |
2/13/2024, 09:39 AM |
| Q3 2023 |
46 |
$88.2M |
+$4.21M |
-$5.75M |
-$1.54M |
VYM, VOO, IEFA, FLOT, GLDM
|
13F-HR |
11/13/2023, 12:17 PM |
| Q2 2023 |
45 |
$132M |
+$33.7M |
-$24.6M |
+$9.1M |
MOAT, VYM, VOO, GLDM, IEFA
|
13F-HR |
8/11/2023, 10:33 AM |
| Q1 2023 |
45 |
$120M |
+$35.1M |
-$29.7M |
+$5.44M |
MOAT, VYM, GLDM, IEFA, BIL
|
13F-HR |
5/15/2023, 04:13 PM |
| Q4 2022 |
44 |
$115M |
+$28.3M |
-$29.1M |
-$751K |
VYM, GLDM, IEFA, VOO, FLOT
|
13F-HR |
2/13/2023, 01:00 PM |
| Q3 2022 |
39 |
$107M |
+$34.8M |
-$11.9M |
+$22.9M |
VYM, BIL, FLOT, XLE, SPYD
|
13F-HR |
11/18/2022, 02:30 PM |
| Q2 2022 |
39 |
$88.2M |
+$691K |
-$23.8M |
-$23.1M |
VYM, GLDM, FLOT, XLE, RWR
|
13F-HR |
8/10/2022, 09:21 AM |
| Q1 2022 |
41 |
$123M |
+$52.6M |
-$42.1M |
+$10.5M |
VYM, VNQ, VOO, GLDM, FLOT
|
Restatement |
8/10/2022, 09:37 AM |
| Q4 2021 |
45 |
$114M |
+$25M |
-$19.1M |
+$5.89M |
QQQ, VYM, VNQ, VOO, FLOT
|
13F-HR |
2/14/2022, 05:02 PM |
| Q3 2021 |
41 |
$125M |
+$40M |
-$18.6M |
+$21.4M |
OMFL, VYM, VNQ, QQQ, VOO
|
13F-HR |
11/12/2021, 05:22 PM |
| Q2 2021 |
40 |
$104M |
+$30M |
-$39.1M |
-$9.15M |
OMFL, SPYD, VYM, VNQ, VOO
|
13F-HR |
7/27/2021, 07:34 PM |
| Q1 2021 |
39 |
$107M |
+$13.3M |
-$9.24M |
+$4.09M |
QQQ, VYM, VNQ, OMFL, VOO
|
13F-HR |
5/5/2021, 03:51 PM |
| Q4 2020 |
42 |
$98.7M |
$0 |
$0 |
|
QQQ, VYM, VOO, BLV, OMFL
|
13F-HR |
5/5/2021, 03:34 PM |