Q3 2024 |
12 |
$18M |
$0 |
-$4.81M |
-$4.81M |
XLE, XLV, DVY, QQQM, COMT
|
13F-HR |
10/29/2024, 09:11 AM |
Q2 2024 |
13 |
$21.8M |
+$16M |
-$18M |
-$1.94M |
XLE, XLV, DVY, QQQM, COMT
|
13F-HR |
8/2/2024, 10:37 AM |
Q1 2024 |
18 |
$23.5M |
+$5.79M |
-$5.07M |
+$720K |
QQQM, XLF, VNQ, HYMB, VXF
|
13F-HR |
4/29/2024, 04:10 PM |
Q4 2023 |
19 |
$21.9M |
+$21.9M |
-$26.8M |
-$4.87M |
VNQ, XLF, HYMB, VXF, QQQM
|
13F-HR |
2/14/2024, 09:44 AM |
Q3 2023 |
2 |
$26.8M |
+$26.8M |
-$25.9M |
+$902K |
SGOV, GBIL
|
13F-HR |
10/31/2023, 03:34 PM |
Q2 2023 |
15 |
$25.9M |
+$25.9M |
-$23.8M |
+$2.08M |
VXF, USRT, BLV, VGLT, XLK
|
13F-HR |
8/10/2023, 02:54 PM |
Q1 2023 |
2 |
$23.8M |
+$787K |
$0 |
+$787K |
SGOV, GBIL
|
13F-HR |
5/10/2023, 01:23 PM |
Q4 2022 |
2 |
$22.9M |
+$22.9M |
-$22.5M |
+$337K |
SGOV, GBIL
|
13F-HR |
2/14/2023, 12:36 PM |
Q3 2022 |
1 |
$22.5M |
+$22.5M |
-$22.2M |
+$338K |
SHV
|
13F-HR |
11/14/2022, 11:41 AM |
Q2 2022 |
8 |
$22.2M |
+$22M |
-$25.2M |
-$3.21M |
BSV, MGV, VGSH, UUP, GLD
|
13F-HR |
8/15/2022, 10:47 AM |
Q1 2022 |
13 |
$25.4M |
+$21.1M |
-$23.7M |
-$2.61M |
BLV, VGLT, VPU, VHT, AAAU
|
13F-HR |
5/12/2022, 11:52 AM |
Q4 2021 |
17 |
$28.5M |
+$16.2M |
-$15.9M |
+$346K |
QQQM, VGT, VCR, VO, VXF
|
13F-HR |
2/14/2022, 01:59 PM |
Q3 2021 |
16 |
$28.1M |
+$25.7M |
-$23.3M |
+$2.38M |
QQQ, VOX, VOO, VXF, VGT
|
13F-HR |
11/15/2021, 02:57 PM |
Q2 2021 |
21 |
$25.5M |
+$22.5M |
-$29.5K |
+$22.4M |
XLY, TLT, LQD, QQQ, IYR
|
13F-HR |
8/13/2021, 07:44 PM |
Q1 2021 |
2 |
$2.74M |
$0 |
$0 |
|
QQQ, VUG
|
13F-HR |
5/13/2021, 03:20 PM |
Q4 2020 |
0 |
|
|
|
|
|
13F-NT |
2/11/2021, 05:21 PM |
Q3 2020 |
0 |
|
|
|
|
|
13F-NT |
11/16/2020, 11:15 AM |
Q2 2020 |
167 |
$1.09B |
+$1.08B |
-$931M |
+$149M |
VGT, VAW, VBK, QQQ, PFF
|
13F-HR |
8/12/2020, 02:41 PM |
Q1 2020 |
19 |
$945M |
+$839M |
-$765M |
+$74.1M |
HDV, GLD, TLT, IEF, SHV
|
13F-HR |
5/7/2020, 03:14 PM |
Q4 2019 |
125 |
$852M |
+$348M |
-$275M |
+$72.2M |
XLK, QQQ, XLV, MGK, TLT
|
13F-HR |
2/13/2020, 04:02 PM |
Q3 2019 |
58 |
$750M |
+$621M |
-$538M |
+$83.3M |
LQD, VUG, QQQ, MGK, VIG
|
13F-HR |
11/12/2019, 01:37 PM |
Q2 2019 |
48 |
$650M |
+$445M |
-$342M |
+$103M |
XLU, IYR, DVY, EEM, XLV
|
13F-HR |
8/9/2019, 12:18 PM |
Q1 2019 |
37 |
$535M |
+$367M |
-$325M |
+$42.1M |
IYR, XLY, MDY, IWM, IWN
|
13F-HR |
5/13/2019, 12:01 PM |
Q4 2018 |
53 |
$476M |
+$410M |
-$332M |
+$78.3M |
XLE, IWN, DBC, AGG, GLD
|
13F-HR |
2/14/2019, 02:17 PM |
Q3 2018 |
46 |
$434M |
+$78.4M |
-$39.9M |
+$38.5M |
LQD, MGK, VIG, VOE, VGK
|
13F-HR |
11/14/2018, 02:53 PM |
Q2 2018 |
44 |
$383M |
+$162M |
-$128M |
+$34M |
QQQ, LQD, MGK, VOE, VIG
|
Restatement |
9/7/2018, 01:17 PM |
Q1 2018 |
37 |
$300M |
+$98.3M |
-$22.4M |
+$75.9M |
QQQ, VOE, LQD, VIG, FEZ
|
13F-HR |
5/15/2018, 04:37 PM |
Q4 2017 |
34 |
$293M |
$0 |
$0 |
|
QQQ, VOE, MGK, GXC, LQD
|
13F-HR |
2/15/2018, 05:38 PM |