Q3 2024 |
117 |
$193M |
+$45.3M |
-$42.3M |
+$2.99M |
FCUS, IVV, SPY, ORLY, AAPL
|
13F-HR |
11/14/2024, 10:46 AM |
Q2 2024 |
109 |
$181M |
+$38.6M |
-$45.5M |
-$6.9M |
IVV, FCUS, SPY, QQQ, NVDA
|
13F-HR |
8/14/2024, 11:36 AM |
Q1 2024 |
100 |
$188M |
+$32.9M |
-$28.9M |
+$4.04M |
IVV, FCUS, SPY, QQQ, XLG
|
13F-HR |
5/15/2024, 02:33 PM |
Q4 2023 |
93 |
$170M |
+$25.8M |
-$48.7M |
-$22.8M |
IVV, FCUS, QQQ, SPY, SCHG
|
13F-HR |
2/14/2024, 02:31 PM |
Q3 2023 |
88 |
$175M |
+$25.4M |
-$28.2M |
-$2.74M |
IVV, AAPL, FCUS, QQQ, SPY
|
13F-HR |
11/14/2023, 10:49 AM |
Q2 2023 |
101 |
$185M |
+$36.6M |
-$28.5M |
+$8.08M |
IVV, AAPL, QQQ, AMZN, TSLA
|
13F-HR |
8/14/2023, 08:05 AM |
Q1 2023 |
95 |
$164M |
+$51.5M |
-$39M |
+$12.5M |
IVV, AAPL, QQQ, AMZN, EFA
|
13F-HR |
5/15/2023, 09:02 AM |
Q4 2022 |
92 |
$140M |
+$45.5M |
-$18.2M |
+$27.4M |
IVV, AAPL, DIA, IVE, AMZN
|
13F-HR |
2/10/2023, 02:30 PM |
Q3 2022 |
78 |
$115M |
+$26.3M |
-$25.8M |
+$504K |
AAPL, AMZN, TSLA, IVV, FTSM
|
13F-HR |
11/14/2022, 12:47 PM |
Q2 2022 |
85 |
$122M |
+$21.4M |
-$49.9M |
-$28.5M |
AAPL, AMZN, IVE, FLOT, TSLA
|
13F-HR |
8/15/2022, 02:11 PM |
Q1 2022 |
114 |
$188M |
+$55.6M |
-$82.4M |
-$26.8M |
AAPL, IVV, AMZN, IVE, TSLA
|
13F-HR |
5/16/2022, 04:15 PM |
Q4 2021 |
106 |
$221M |
+$35.4M |
-$59.5M |
-$24.2M |
IVV, AAPL, AMZN, QQQ, TSLA
|
13F-HR |
2/14/2022, 04:25 PM |
Q3 2021 |
139 |
$224M |
+$76.1M |
-$81.1M |
-$4.95M |
IVV, AAPL, AMZN, QQQ, IVW
|
13F-HR |
11/12/2021, 12:07 PM |
Q2 2021 |
129 |
$229M |
+$52.9M |
-$23.6M |
+$29.3M |
AAPL, AMZN, IJS, IJT, IVV
|
13F-HR |
8/16/2021, 02:49 PM |
Q1 2021 |
119 |
$191M |
+$76.1M |
-$53.9M |
+$22.3M |
AAPL, AMZN, IVV, IJJ, IJS
|
13F-HR |
5/14/2021, 08:42 AM |
Q4 2020 |
124 |
$163M |
+$61.9M |
-$53.9M |
+$8.01M |
AAPL, AMZN, IVV, SPY, TSLA
|
13F-HR |
2/16/2021, 02:55 PM |
Q3 2020 |
79 |
$148M |
+$54.1M |
-$23.5M |
+$30.6M |
AAPL, QQQ, AMZN, IVV, SPY
|
13F-HR |
11/16/2020, 02:58 PM |
Q2 2020 |
76 |
$115M |
+$42.7M |
-$27.4M |
+$15.2M |
QQQ, AMZN, AGG, IVV, AAPL
|
13F-HR |
8/12/2020, 05:26 PM |
Q1 2020 |
57 |
$80.8M |
+$28.8M |
-$46M |
-$17.1M |
QQQ, IVV, AMZN, AAPL, IVW
|
13F-HR |
5/13/2020, 10:41 AM |
Q4 2019 |
75 |
$111M |
+$16.9M |
-$26.5M |
-$9.65M |
IVV, AMZN, IVW, AAPL, QQQ
|
13F-HR |
2/13/2020, 05:33 PM |
Q3 2019 |
75 |
$111M |
+$14.4M |
-$22.9M |
-$8.54M |
IVV, FRI, IVW, ITOT, QQQ
|
13F-HR |
11/14/2019, 01:59 PM |
Q2 2019 |
76 |
$121M |
+$34.2M |
-$28.9M |
+$5.26M |
FRI, IVW, IVV, ITOT, QQQ
|
13F-HR |
8/14/2019, 10:08 AM |
Q1 2019 |
72 |
$112M |
+$35.4M |
-$86.9M |
-$51.5M |
IVV, AGG, FIXD, ITOT, AMZN
|
13F-HR |
5/15/2019, 11:55 AM |
Q4 2018 |
60 |
$149M |
+$60M |
-$76.6M |
-$16.6M |
IVW, SPY, QQQ, IJT, IWM
|
13F-HR |
2/14/2019, 12:03 PM |
Q3 2018 |
62 |
$189M |
+$95.9M |
-$100M |
-$4.41M |
QQQ, IVW, IJT, FYX, VBR
|
13F-HR |
11/14/2018, 01:27 PM |
Q2 2018 |
64 |
$188M |
+$100M |
-$89.2M |
+$11.3M |
FTSM, QQQ, IVW, FLOT, IVV
|
13F-HR |
8/14/2018, 04:40 PM |
Q1 2018 |
64 |
$175M |
+$68.4M |
-$109M |
-$40.2M |
IVV, DIA, VBR, IJK, IJH
|
13F-HR |
5/15/2018, 11:46 AM |
Q4 2017 |
70 |
$217M |
+$85.7M |
-$91.2M |
-$5.54M |
DIA, IYM, IJT, VBR, IVV
|
13F-HR |
2/13/2018, 10:52 AM |
Q3 2017 |
69 |
$213M |
+$81.6M |
-$55.2M |
+$26.3M |
QQQ, IVW, DIA, IJK, FRI
|
13F-HR |
11/13/2017, 01:38 PM |
Q2 2017 |
65 |
$179M |
+$121M |
-$104M |
+$16.4M |
FTSM, QQQ, DIA, IVV, SH
|
13F-HR |
9/8/2017, 02:14 PM |
Q1 2017 |
59 |
$162M |
+$73.1M |
-$78.7M |
-$5.57M |
VBR, IJJ, IJT, IJH, FNX
|
13F-HR |
9/8/2017, 02:09 PM |
Q4 2016 |
58 |
$163M |
$0 |
$0 |
|
IEMG, QQQ, IJT, VBR, IWM
|
13F-HR |
8/30/2017, 03:45 PM |