| Q2 2024 |
1,023 |
$2.68B |
+$341M |
-$149M |
+$192M |
QQQ, USFR, AAPL, NVDA, SPLG
|
13F-HR |
8/14/2024, 09:48 AM |
| Q1 2024 |
1,008 |
$2.49B |
+$261M |
-$161M |
+$100M |
QQQ, USFR, AAPL, SPLG, NVDA
|
13F-HR |
5/15/2024, 09:05 AM |
| Q4 2023 |
975 |
$2.24B |
+$254M |
-$176M |
+$78.4M |
AAPL, QQQ, USFR, SPLG, MSFT
|
13F-HR |
2/14/2024, 08:02 AM |
| Q3 2023 |
964 |
$1.97B |
+$219M |
-$93.3M |
+$126M |
AAPL, QQQ, USFR, SPLG, SPY
|
13F-HR |
11/14/2023, 03:12 PM |
| Q2 2023 |
969 |
$1.92B |
+$208M |
-$136M |
+$72.4M |
AAPL, QQQ, SPY, SPLG, USFR
|
13F-HR |
8/14/2023, 08:41 PM |
| Q1 2023 |
951 |
$1.75B |
+$297M |
-$202M |
+$94.7M |
AAPL, QQQ, SPY, USFR, SPLG
|
13F-HR |
5/15/2023, 05:06 PM |
| Q4 2022 |
902 |
$1.56B |
+$254M |
-$87.6M |
+$166M |
AAPL, SPYV, SPY, QQQ, MDYV
|
13F-HR |
2/14/2023, 09:21 PM |
| Q3 2022 |
869 |
$1.32B |
+$352M |
-$90.3M |
+$262M |
AAPL, SPY, QQQ, SPAB, AMZN
|
13F-HR |
11/22/2022, 03:33 PM |
| Q2 2022 |
739 |
$1.13B |
+$123M |
-$88.3M |
+$34.4M |
AAPL, SPYV, SPY, SPAB, ONEY
|
13F-HR |
8/15/2022, 12:47 PM |
| Q1 2022 |
766 |
$1.32B |
+$208M |
-$187M |
+$20.9M |
AAPL, SPY, SPYV, MDYV, SPAB
|
13F-HR |
5/16/2022, 05:24 PM |
| Q4 2021 |
805 |
$1.36B |
+$161M |
-$126M |
+$35.1M |
AAPL, SPY, QQQ, SPYG, XLK
|
13F-HR |
2/14/2022, 01:54 PM |
| Q3 2021 |
802 |
$1.23B |
+$85.8M |
-$405M |
-$319M |
AAPL, SPY, SPYG, AMZN, SPYV
|
13F-HR |
11/15/2021, 01:36 PM |
| Q2 2021 |
940 |
$1.58B |
+$243M |
-$136M |
+$107M |
AAPL, SPY, ABBV, AMZN, ABT
|
13F-HR |
8/16/2021, 03:36 PM |
| Q1 2021 |
828 |
$1.39B |
+$248M |
-$114M |
+$135M |
AAPL, SPY, ABBV, IVV, QQQ
|
13F-HR |
5/18/2021, 09:45 AM |
| Q4 2020 |
734 |
$1.2B |
+$138M |
-$52.7M |
+$85.6M |
AAPL, SPY, ABBV, IVV, SPYG
|
13F-HR |
2/16/2021, 09:11 PM |
| Q3 2020 |
657 |
$995M |
+$286M |
-$52.9M |
+$233M |
AAPL, SPY, IVV, ABBV, SPYG
|
13F-HR |
11/19/2020, 09:18 AM |
| Q2 2020 |
577 |
$730M |
+$110M |
-$201M |
-$91.3M |
AAPL, SPY, IVV, QQQ, SPYG
|
13F-HR |
8/14/2020, 02:15 PM |
| Q1 2020 |
554 |
$695M |
+$106M |
-$96.5M |
+$9.38M |
ABBV, AAPL, IVV, ABT, SPY
|
13F-HR |
5/13/2020, 09:02 AM |
| Q4 2019 |
620 |
$845M |
+$96M |
-$36.3M |
+$59.7M |
IVV, AAPL, ABBV, IUSG, IUSV
|
13F-HR |
2/18/2020, 09:27 AM |
| Q3 2019 |
610 |
$735M |
+$116M |
-$49.2M |
+$67M |
IVV, ABBV, AAPL, ABT, IUSG
|
13F-HR |
11/14/2019, 09:07 PM |
| Q2 2019 |
543 |
$658M |
+$79.6M |
-$33.9M |
+$45.8M |
IVV, AAPL, ABBV, ABT, VEA
|
13F-HR |
8/12/2019, 04:20 PM |
| Q1 2019 |
516 |
$600M |
+$81.7M |
-$55M |
+$26.7M |
IVV, ABBV, AAPL, SPY, VEA
|
13F-HR |
5/15/2019, 06:44 PM |
| Q4 2018 |
474 |
$517M |
+$155M |
-$43.3M |
+$112M |
IVV, ABBV, AAPL, ABT, AMZN
|
13F-HR |
2/14/2019, 05:39 PM |
| Q3 2018 |
426 |
$462M |
+$76.5M |
-$24.9M |
+$51.6M |
IVV, AAPL, AMZN, QQQ, IUSG
|
13F-HR |
11/14/2018, 01:53 PM |
| Q2 2018 |
409 |
$391M |
+$67.5M |
-$62.7M |
+$4.83M |
IVV, AAPL, SDY, AMZN, SPY
|
13F-HR |
8/13/2018, 01:59 PM |
| Q1 2018 |
1,682 |
$372M |
+$44.6M |
-$28.2M |
+$16.4M |
IVV, AAPL, SDY, SPY, HDV
|
13F-HR |
5/14/2018, 07:30 PM |
| Q4 2017 |
1,687 |
$377M |
+$133M |
-$3.84M |
+$129M |
AAPL, IVV, SDY, HDV, IWD
|
13F-HR |
2/14/2018, 09:52 AM |
| Q3 2017 |
1,427 |
$235M |
+$19.1M |
-$1.9M |
+$17.2M |
AAPL, SDY, FTC, HDV, SUB
|
13F-HR |
11/14/2017, 03:18 PM |
| Q2 2017 |
1,404 |
$18.1M |
$0 |
$0 |
|
AAPL, ABBV, AGN, PG, ADP
|
Restatement |
8/14/2017, 06:12 PM |
| Q1 2017 |
1,267 |
$139M |
+$33.8M |
-$19.3M |
+$14.5M |
FPX, IWP, AAPL, VEA, IWB
|
13F-HR |
5/15/2017, 07:17 PM |
| Q4 2016 |
1,197 |
$132M |
$0 |
$0 |
|
FTC, IWD, AAPL, IWF, VEA
|
13F-HR |
2/14/2017, 11:30 AM |