| Q2 2024 |
45 |
$151M |
+$5.77M |
-$1.6M |
+$4.16M |
VOO, CLOZ, SCHF, SMTH, JAAA
|
13F-HR |
7/15/2024, 03:08 PM |
| Q1 2024 |
45 |
$146M |
+$29.8M |
-$13.5M |
+$16.3M |
VOO, CLOZ, SCHF, SMTH, JAAA
|
13F-HR |
4/26/2024, 12:26 PM |
| Q4 2023 |
44 |
$122M |
+$10.4M |
-$2.88M |
+$7.52M |
VOO, SCHF, CLOZ, IVOL, SCHX
|
13F-HR |
1/8/2024, 09:44 PM |
| Q3 2023 |
41 |
$106M |
+$81.9M |
-$9.38M |
+$72.5M |
VOO, SCHF, CLOZ, IVOL, FNDB
|
13F-HR |
10/5/2023, 10:20 AM |
| Q2 2023 |
17 |
$34.4M |
+$5.25M |
-$70.6M |
-$65.4M |
JBBB, IVOL, JAAA, JEPI, BUFF
|
13F-HR |
7/11/2023, 09:03 PM |
| Q1 2023 |
41 |
$99.5M |
+$6.69M |
-$6.17M |
+$518K |
VOO, SCHF, IVOL, JBBB, FNDB
|
13F-HR |
4/11/2023, 03:24 PM |
| Q4 2022 |
39 |
$94.3M |
+$6.98M |
-$5.04M |
+$1.94M |
VOO, SCHF, IVOL, FNDB, JBBB
|
13F-HR |
1/17/2023, 09:37 PM |
| Q3 2022 |
33 |
$86.3M |
+$13.9M |
-$9.59M |
+$4.27M |
VOO, SCHF, IVOL, FNDB, SCHE
|
13F-HR |
10/18/2022, 06:40 PM |
| Q2 2022 |
38 |
$89.3M |
+$3.66M |
-$2.92M |
+$735K |
VOO, IVOL, SCHF, SCHE, FNDB
|
13F-HR |
7/13/2022, 01:17 PM |
| Q1 2022 |
37 |
$97.1M |
+$10.5M |
-$6.89M |
+$3.59M |
VOO, SCHF, IVOL, SCHE, FNDB
|
13F-HR |
4/26/2022, 05:05 PM |
| Q4 2021 |
38 |
$105M |
$0 |
$0 |
|
VOO, SCHF, IVOL, SCHE, FNDB
|
13F-HR |
1/19/2022, 01:49 PM |