Q3 2024 |
103 |
$285M |
+$33.2M |
-$11.1M |
+$22.1M |
AGG, IWD, VEA, LRGF, IVV
|
13F-HR |
11/7/2024, 10:35 AM |
Q2 2024 |
99 |
$248M |
+$15.1M |
-$4.43M |
+$10.7M |
AGG, IWD, LRGF, VEA, IVV
|
13F-HR |
8/12/2024, 01:59 PM |
Q1 2024 |
99 |
$236M |
+$60.4M |
-$35.1M |
+$25.3M |
AGG, IWD, LRGF, VEA, IVV
|
13F-HR |
5/13/2024, 08:39 AM |
Q4 2023 |
155 |
$202M |
+$78.1M |
-$9.34M |
+$68.8M |
AGG, LRGF, IWD, IVV, ACWI
|
13F-HR |
2/6/2024, 10:51 AM |
Q3 2023 |
94 |
$120M |
$0 |
$0 |
|
LRGF, IVV, AGG, FLOT, IWD
|
13F-HR |
11/14/2023, 10:54 AM |
Q2 2023 |
94 |
$125M |
+$9.49M |
-$31.4M |
-$21.9M |
LRGF, IVV, AGG, FLOT, IWD
|
13F-HR |
8/3/2023, 09:39 AM |
Q1 2023 |
99 |
$142M |
+$14.7M |
-$25.9M |
-$11.2M |
LRGF, IWD, IVV, AGG, HYG
|
13F-HR |
5/10/2023, 03:57 PM |
Q4 2022 |
97 |
$142M |
+$18.3M |
-$147M |
-$129M |
IWD, LRGF, IVV, GDX, AGG
|
13F-HR |
2/8/2023, 12:56 PM |
Q3 2022 |
103 |
$263M |
+$123M |
-$3.97M |
+$119M |
IWD, EEM, VEA, IVV, LRGF
|
13F-HR |
11/7/2022, 04:01 PM |
Q2 2022 |
94 |
$153M |
+$16.5M |
-$16.2M |
+$270K |
IVV, IWD, LRGF, AGG, HYG
|
13F-HR |
7/13/2022, 04:01 PM |
Q1 2022 |
99 |
$179M |
+$9.34M |
-$7.4M |
+$1.94M |
IVV, LRGF, AGG, IWD, HYG
|
13F-HR |
5/10/2022, 08:51 AM |
Q4 2021 |
104 |
$183M |
+$12.1M |
-$12M |
+$160K |
IVV, LRGF, AGG, IWD, ACWI
|
13F-HR |
2/3/2022, 04:01 PM |
Q3 2021 |
116 |
$176M |
+$6.29M |
-$7.47M |
-$1.18M |
IVV, LRGF, AGG, IWD, ACWI
|
13F-HR |
11/9/2021, 02:26 PM |
Q2 2021 |
112 |
$182M |
+$14.8M |
-$11.6M |
+$3.19M |
IVV, LRGF, AGG, IWD, ACWI
|
13F-HR |
8/10/2021, 04:01 PM |
Q1 2021 |
109 |
$170M |
+$15.4M |
-$54.9M |
-$39.5M |
IVV, LRGF, AGG, IWD, ACWI
|
13F-HR |
5/17/2021, 11:14 AM |
Q4 2020 |
162 |
$202M |
+$22.3M |
-$11.7M |
+$10.6M |
IVV, LRGF, AGG, IWD, ACWI
|
13F-HR |
2/3/2021, 03:00 PM |
Q3 2020 |
140 |
$171M |
+$49.8M |
-$6.39M |
+$43.4M |
IVV, AGG, LRGF, IWD, ACWI
|
13F-HR |
11/5/2020, 01:18 PM |
Q2 2020 |
77 |
$123M |
+$22.2M |
-$14.6M |
+$7.65M |
IVV, AGG, LRGF, IWD, ACWI
|
13F-HR |
7/31/2020, 03:09 PM |
Q1 2020 |
72 |
$92.4M |
+$16.6M |
-$17M |
-$464K |
AGG, IVV, LRGF, ACWI, ARKK
|
13F-HR |
4/28/2020, 01:38 PM |
Q4 2019 |
94 |
$114M |
+$22.7M |
-$39.7M |
-$17M |
AGG, IVV, LRGF, DRRX, ARKK
|
13F-HR |
1/13/2020, 06:13 PM |
Q3 2019 |
136 |
$120M |
+$12.8M |
-$5.35M |
+$7.47M |
AGG, LRGF, IVV, FTSM, BAC
|
13F-HR |
11/7/2019, 05:18 PM |
Q2 2019 |
134 |
$111M |
+$25.2M |
-$43.4M |
-$18.2M |
LRGF, IVV, FTSM, AGG, BAB
|
13F-HR |
7/25/2019, 01:04 PM |
Q1 2019 |
187 |
$127M |
+$14.6M |
-$16.8M |
-$2.23M |
FTSM, MSFT, BAB, BAC, EMLP
|
13F-HR |
5/14/2019, 12:06 PM |
Q4 2018 |
179 |
$118M |
$0 |
$0 |
|
FTSM, DXJ, BAB, MSFT, GLD
|
13F-HR |
2/14/2019, 02:44 PM |