| Q2 2024 |
16 |
$196M |
+$82.4M |
-$78.5M |
+$3.93M |
SGOV, ACWI, SPYI, BRKB, URA
|
13F-HR |
7/16/2024, 01:32 PM |
| Q1 2024 |
21 |
$192M |
+$158M |
-$36.9M |
+$121M |
SGOV, BRKB, IWM, JEPQ, CIBR
|
13F-HR |
4/19/2024, 12:35 PM |
| Q4 2023 |
12 |
$66.1M |
+$1.5M |
-$45.1M |
-$43.6M |
JEPQ, BRKB, AAPL, XOM, FOR
|
13F-HR |
1/18/2024, 09:53 AM |
| Q3 2023 |
14 |
$106M |
+$13.5M |
-$9.57M |
+$3.98M |
JEPI, JEPQ, BRKB, AAPL, EWZ
|
13F-HR |
11/2/2023, 09:24 PM |
| Q2 2023 |
13 |
$106M |
+$22.6M |
-$21.6M |
+$1.04M |
JEPI, JEPQ, AAPL, BRKB, XOM
|
13F-HR |
7/21/2023, 10:49 AM |
| Q1 2023 |
16 |
$96.8M |
+$52.2M |
-$14.5M |
+$37.7M |
JEPI, JEPQ, AAPL, NVDA, COST
|
13F-HR |
4/11/2023, 03:28 PM |
| Q4 2022 |
25 |
$53.6M |
+$22.2M |
-$18.9M |
+$3.31M |
JEPI, AAPL, BRKB, NVDA, XOM
|
13F-HR |
2/6/2023, 06:34 PM |
| Q3 2022 |
26 |
$48.4M |
+$16.9M |
-$48.9M |
-$32M |
AAPL, MSFT, AMZN, META, GOOGL
|
13F-HR |
10/28/2022, 06:34 AM |
| Q2 2022 |
39 |
$84M |
+$30.2M |
-$44.4M |
-$14.2M |
XLE, XLV, QQQ, AAPL, XOP
|
13F-HR |
7/13/2022, 01:18 PM |
| Q1 2022 |
53 |
$112M |
+$31.3M |
-$45M |
-$13.7M |
SH, AAPL, XOP, OIH, XLE
|
13F-HR |
4/25/2022, 05:50 PM |
| Q4 2021 |
69 |
$122M |
$0 |
$0 |
|
AAPL, XLE, XOP, NVDA, MSFT
|
13F-HR |
1/28/2022, 05:49 PM |