Q3 2024 |
97 |
$352M |
+$61.1M |
-$4.74M |
+$56.4M |
SPY, SCHG, NVDA, IWF, VGT
|
13F-HR |
11/5/2024, 01:29 PM |
Q2 2024 |
92 |
$284M |
+$30.7M |
-$9.76M |
+$20.9M |
SPY, SCHG, IWF, VGT, JEPI
|
13F-HR |
7/30/2024, 02:15 PM |
Q1 2024 |
94 |
$258M |
+$31.7M |
-$10.7M |
+$21.1M |
SPY, SCHG, IWF, VGT, JEPI
|
13F-HR |
4/30/2024, 03:41 PM |
Q4 2023 |
91 |
$219M |
+$29.8M |
-$146M |
-$116M |
SPY, SCHG, VGT, JEPI, IWF
|
13F-HR |
1/29/2024, 05:07 PM |
Q3 2023 |
85 |
$301M |
+$12.4M |
-$13.2M |
-$805K |
SPY, VGT, SCHG, AMZN, QQQ
|
13F-HR |
11/1/2023, 01:42 PM |
Q2 2023 |
89 |
$313M |
+$39.5M |
-$22.9M |
+$16.6M |
SPY, VGT, SCHG, AMZN, QQQ
|
13F-HR |
8/7/2023, 05:50 PM |
Q1 2023 |
89 |
$274M |
+$12.6M |
-$8.38M |
+$4.17M |
SPY, VGT, XLP, SCHG, AMZN
|
13F-HR |
5/8/2023, 03:54 PM |
Q4 2022 |
89 |
$250M |
+$50.3M |
-$51.8M |
-$1.49M |
SPY, VGT, XLP, SCHG, AMZN
|
13F-HR |
1/30/2023, 01:10 PM |
Q3 2022 |
84 |
$243M |
+$8.18M |
-$3.81M |
+$4.37M |
SPY, VGT, OEF, VDC, AMZN
|
13F-HR |
11/8/2022, 01:39 PM |
Q2 2022 |
89 |
$252M |
+$64.4M |
-$50.3M |
+$14.1M |
SPY, VGT, OEF, VDC, SCHG
|
13F-HR |
8/10/2022, 02:57 PM |
Q1 2022 |
84 |
$296M |
+$52.7M |
-$37.8M |
+$14.9M |
SPY, VGT, XLK, AMZN, SCHG
|
13F-HR |
5/5/2022, 03:32 PM |
Q4 2021 |
84 |
$305M |
+$12.6M |
-$9.81M |
+$2.75M |
SPY, VGT, OEF, XLK, AMZN
|
13F-HR |
2/8/2022, 04:41 PM |
Q3 2021 |
72 |
$275M |
+$49.8M |
-$3.42M |
+$46.3M |
SPY, VGT, OEF, AMZN, XLK
|
13F-HR |
11/12/2021, 04:46 PM |
Q2 2021 |
73 |
$231M |
+$6.76M |
-$19M |
-$12.3M |
SPY, VGT, AMZN, SCHG, QQQ
|
13F-HR |
7/27/2021, 01:12 PM |
Q1 2021 |
74 |
$226M |
+$37.1M |
-$22.1M |
+$15M |
SPY, VGT, AMZN, SCHG, QQQ
|
13F-HR |
5/4/2021, 12:36 PM |
Q4 2020 |
74 |
$205M |
+$31M |
-$12.5M |
+$18.5M |
SPY, VGT, JPST, AMZN, SCHG
|
13F-HR |
2/1/2021, 03:42 PM |
Q3 2020 |
60 |
$170M |
+$26.1M |
-$2.27M |
+$23.9M |
SPY, VGT, AMZN, AAPL, JPST
|
13F-HR |
11/3/2020, 01:10 PM |
Q2 2020 |
56 |
$139M |
+$14.8M |
-$60.1M |
-$45.2M |
SPY, VGT, AMZN, AAPL, SCHG
|
13F-HR |
7/20/2020, 01:06 PM |
Q1 2020 |
51 |
$151M |
+$13.4M |
-$3.52M |
+$9.83M |
SPY, DIA, VXF, IWF, VGT
|
13F-HR |
5/14/2020, 07:08 PM |
Q4 2019 |
52 |
$174M |
$0 |
$0 |
|
SPY, DIA, VXF, IWF, VGT
|
13F-HR |
2/7/2020, 05:15 PM |