Q2 2023 |
965 |
$192M |
+$43.1M |
-$15.9M |
+$27.2M |
SSUS, QQQ, AAPL, GSLC, GLD
|
13F-HR |
8/15/2023, 09:05 AM |
Q1 2023 |
213 |
$156M |
+$27.5M |
-$26.6M |
+$884K |
GSLC, QQQ, AAPL, GLD, JPUS
|
Restatement |
5/15/2023, 05:10 PM |
Q4 2022 |
227 |
$148M |
+$35.2M |
-$17M |
+$18.2M |
USFR, GSLC, JPUS, SSUS, AAPL
|
13F-HR |
2/14/2023, 04:44 PM |
Q3 2022 |
214 |
$120M |
+$18.6M |
-$34.1M |
-$15.6M |
AAPL, GSLC, SSUS, JPUS, GLD
|
13F-HR |
11/14/2022, 03:48 PM |
Q2 2022 |
168 |
$146M |
+$68.2M |
-$57.3M |
+$10.9M |
SHY, AAPL, GSLC, JPUS, SSUS
|
13F-HR |
8/15/2022, 10:27 AM |
Q1 2022 |
62 |
$152M |
+$18.1M |
-$38.1M |
-$20M |
IEI, GSLC, QUAL, AAPL, JPUS
|
13F-HR |
5/16/2022, 04:02 PM |
Q4 2021 |
63 |
$179M |
$0 |
$0 |
|
GSLC, IEI, QUAL, JPUS, AAPL
|
13F-HR |
3/2/2022, 04:32 PM |
Q4 2018 |
148 |
$133M |
+$42.4M |
-$53.4M |
-$11.1M |
SPY, GSLC, LMBS, JPUS, BOND
|
13F-HR |
2/7/2019, 02:29 PM |
Q3 2018 |
164 |
$163M |
+$13.5M |
-$7.6M |
+$5.95M |
TOTL, GSLC, LMBS, JPUS, IJR
|
13F-HR |
10/24/2018, 03:00 PM |
Q2 2018 |
162 |
$151M |
+$25.8M |
-$50.3M |
-$24.4M |
TOTL, GSLC, LMBS, JPUS, IJR
|
13F-HR |
7/30/2018, 03:57 PM |
Q1 2018 |
860 |
$173M |
+$33.3M |
-$17M |
+$16.3M |
GSLC, LMBS, JPUS, TOTL, GSIE
|
13F-HR |
4/11/2018, 12:40 PM |
Q4 2017 |
170 |
$158M |
+$22.4M |
-$14.7M |
+$7.73M |
QQQ, SPHD, LMBS, GSLC, GSIE
|
13F-HR |
1/25/2018, 03:14 PM |
Q3 2017 |
154 |
$146M |
+$28M |
-$32.9M |
-$4.92M |
SPHD, QQQ, HEFA, JPGE, LMBS
|
13F-HR |
10/31/2017, 02:53 PM |
Q2 2017 |
140 |
$146M |
+$26.3M |
-$15.9M |
+$10.4M |
SPHD, QQQ, HEFA, IJR, LQDH
|
13F-HR |
8/2/2017, 10:30 AM |
Q1 2017 |
130 |
$134M |
+$26.4M |
-$3.22M |
+$23.2M |
SPHD, QQQ, HEFA, LQDH, IJR
|
13F-HR |
4/20/2017, 10:49 AM |
Q4 2016 |
104 |
$108M |
$0 |
$0 |
|
SPHD, QQQ, HEFA, LQDH, DIV
|
13F-HR |
2/10/2017, 03:06 PM |