Q3 2024 |
141 |
$332M |
+$52.8M |
-$35.6M |
+$17.2M |
QQQ, IWB, SPY, MGK, SPLG
|
13F-HR |
11/4/2024, 12:15 PM |
Q2 2024 |
146 |
$301M |
+$44.9M |
-$22.9M |
+$22.1M |
QQQ, IWB, MGK, SPY, VTV
|
13F-HR |
8/15/2024, 02:35 PM |
Q1 2024 |
140 |
$278M |
+$18.4M |
-$14.2M |
+$4.18M |
SPY, QQQ, IWB, MGK, GBCI
|
13F-HR |
4/30/2024, 02:49 PM |
Q4 2023 |
136 |
$251M |
+$22.8M |
-$12.4M |
+$10.4M |
SPY, QQQ, GBCI, IWB, MGK
|
13F-HR |
2/13/2024, 04:50 PM |
Q3 2023 |
128 |
$213M |
+$31.4M |
-$25.9M |
+$5.52M |
SPY, QQQ, IWB, MGK, GBCI
|
13F-HR |
11/7/2023, 04:32 PM |
Q2 2023 |
135 |
$215M |
+$69.3M |
-$54.2M |
+$15M |
SPY, IWB, GBCI, MGK, VTV
|
13F-HR |
8/8/2023, 03:40 PM |
Q1 2023 |
135 |
$196M |
+$62.4M |
-$45.9M |
+$16.5M |
GBCI, MGK, IWB, EFA, SPY
|
13F-HR |
4/28/2023, 02:08 PM |
Q4 2022 |
129 |
$178M |
+$41.3M |
-$46.4M |
-$5.19M |
GBCI, IWD, IWB, MGK, QQQ
|
13F-HR |
2/2/2023, 09:57 AM |
Q3 2022 |
120 |
$174M |
+$30.3M |
-$18.5M |
+$11.9M |
GBCI, SPLG, IWD, IWB, MGK
|
13F-HR |
11/10/2022, 09:19 PM |
Q2 2022 |
119 |
$170M |
+$34.5M |
-$72.4M |
-$37.9M |
GBCI, IWD, IWB, MGK, SHV
|
13F-HR |
8/4/2022, 05:33 PM |
Q1 2022 |
120 |
$240M |
+$61.2M |
-$69.3M |
-$8.05M |
GBCI, IWD, VTV, IVV, SPY
|
13F-HR |
4/20/2022, 08:37 PM |
Q4 2021 |
116 |
$263M |
+$79.2M |
-$71.1M |
+$8.1M |
SPY, GBCI, QQQ, MGK, IWB
|
13F-HR |
2/3/2022, 09:50 PM |
Q3 2021 |
116 |
$243M |
+$61.4M |
-$57.3M |
+$4.1M |
ALTA, QQQ, MGK, IWB, IVV
|
13F-HR |
11/2/2021, 06:19 PM |
Q2 2021 |
120 |
$236M |
+$64.8M |
-$63.3M |
+$1.51M |
ALTA, MGK, IWB, IVV, IWD
|
13F-HR |
8/12/2021, 05:00 PM |
Q1 2021 |
116 |
$223M |
+$57.2M |
-$56M |
+$1.16M |
ALTA, IWB, MGK, DGRO, IWD
|
13F-HR |
5/5/2021, 08:37 PM |
Q4 2020 |
119 |
$207M |
+$40.1M |
-$48.3M |
-$8.14M |
ALTA, MGK, IWB, DGRO, MTUM
|
13F-HR |
2/9/2021, 09:37 PM |
Q3 2020 |
114 |
$188M |
+$55.8M |
-$44M |
+$11.8M |
MGK, IWB, MTUM, ALTA, DGRO
|
13F-HR |
11/4/2020, 09:43 PM |
Q2 2020 |
112 |
$175M |
+$71.7M |
-$129M |
-$57.4M |
PUB, MGK, IWB, MTUM, DGRO
|
13F-HR |
8/6/2020, 07:33 PM |
Q1 2020 |
83 |
$211M |
+$137M |
-$89.9M |
+$46.8M |
BIL, PUB, MGK, IWB, DGRO
|
13F-HR |
5/11/2020, 04:46 PM |
Q4 2019 |
108 |
$189M |
+$50.2M |
-$43.6M |
+$6.64M |
PUB, MGK, AAPL, IWB, SPY
|
13F-HR |
1/23/2020, 05:05 PM |
Q3 2019 |
106 |
$175M |
+$55.8M |
-$57M |
-$1.22M |
PUB, MGK, IWB, IJH, SBUX
|
13F-HR |
11/12/2019, 09:30 AM |
Q2 2019 |
103 |
$174M |
+$49M |
-$47.1M |
+$1.92M |
PUB, GLDM, QQQ, MGK, IWB
|
13F-HR |
8/7/2019, 04:47 PM |
Q1 2019 |
104 |
$167M |
+$72M |
-$73.4M |
-$1.4M |
PUB, JPST, MGK, LULU, IWB
|
13F-HR |
5/10/2019, 09:09 PM |
Q4 2018 |
90 |
$161M |
+$79.5M |
-$62.7M |
+$16.7M |
JPST, BIL, PUB, SHY, SPY
|
13F-HR |
2/7/2019, 05:43 PM |
Q3 2018 |
95 |
$165M |
+$50M |
-$32.7M |
+$17.3M |
PUB, SPSM, AMZN, NFLX, MGK
|
13F-HR |
11/13/2018, 08:47 AM |
Q2 2018 |
92 |
$142M |
+$22.9M |
-$35.8M |
-$12.9M |
PUB, SPLG, INTC, MGK, NVDA
|
13F-HR |
8/1/2018, 05:24 PM |
Q1 2018 |
92 |
$146M |
+$52.9M |
-$47.5M |
+$5.47M |
PUB, SPLG, MGK, NVDA, IWB
|
13F-HR |
4/27/2018, 01:43 PM |
Q4 2017 |
94 |
$137M |
$0 |
$0 |
|
PUB, SPY, MGK, IWB, NVDA
|
13F-HR |
2/6/2018, 08:38 AM |