Q3 2024 |
385 |
$1.57B |
+$107M |
-$182M |
-$75.1M |
VTI, VOO, SPY, QQQ, NOBL
|
13F-HR |
10/30/2024, 11:11 AM |
Q2 2024 |
617 |
$1.56B |
+$291M |
-$58.2M |
+$233M |
SPY, VTI, QQQ, VOO, NOBL
|
13F-HR |
7/30/2024, 03:33 PM |
Q1 2024 |
365 |
$1.34B |
+$179M |
-$272M |
-$93M |
VOO, VTI, QQQ, NOBL, FTCS
|
13F-HR |
5/6/2024, 09:20 AM |
Q4 2023 |
575 |
$1.36B |
+$159M |
-$94.5M |
+$64.5M |
SPY, VTI, OMFL, VOO, NOBL
|
13F-HR |
1/17/2024, 03:37 PM |
Q3 2023 |
536 |
$1.19B |
+$171M |
-$71.8M |
+$99.3M |
SPY, VTI, NOBL, VOO, FTCS
|
13F-HR |
11/13/2023, 08:42 AM |
Q2 2023 |
323 |
$1.13B |
+$170M |
-$144M |
+$25.9M |
SPY, VTI, FTCS, NOBL, VOO
|
13F-HR |
7/21/2023, 04:13 PM |
Q1 2023 |
509 |
$1.07B |
+$75M |
-$40.7M |
+$34.4M |
IBTD, SPY, FTCS, NOBL, FVD
|
13F-HR |
4/26/2023, 02:36 PM |
Q4 2022 |
488 |
$1B |
+$67M |
-$248M |
-$181M |
IBTD, FTCS, NOBL, SPY, FVD
|
13F-HR |
1/31/2023, 10:14 AM |
Q3 2022 |
516 |
$1.1B |
+$324M |
-$87.6M |
+$237M |
SPY, QQQ, IBTD, FTCS, VOO
|
13F-HR |
10/28/2022, 12:25 PM |
Q2 2022 |
460 |
$919M |
+$139M |
-$83.8M |
+$55.3M |
SPY, SPTI, FTCS, VOO, NOBL
|
13F-HR |
8/4/2022, 10:45 AM |
Q1 2022 |
489 |
$991M |
+$90.7M |
-$88.7M |
+$2.03M |
SPY, FTCS, VOO, AAPL, QQQ
|
13F-HR |
5/4/2022, 12:01 PM |
Q4 2021 |
496 |
$1.02B |
+$62.1M |
-$34.2M |
+$27.9M |
SPY, FTCS, VOO, DFAC, NOBL
|
13F-HR |
2/14/2022, 02:28 PM |
Q3 2021 |
477 |
$925M |
+$68.8M |
-$26.9M |
+$41.9M |
SPY, FTCS, DFAC, VOO, NOBL
|
13F-HR |
10/12/2021, 12:32 PM |
Q2 2021 |
471 |
$897M |
+$172M |
-$119M |
+$53.1M |
SPY, FTCS, DFAC, NOBL, VOO
|
13F-HR |
7/21/2021, 11:58 AM |
Q1 2021 |
470 |
$803M |
+$76.7M |
-$33.7M |
+$43.1M |
FTCS, NOBL, SPY, VOO, FVD
|
13F-HR |
4/19/2021, 04:50 PM |
Q4 2020 |
446 |
$722M |
+$69.7M |
-$30.2M |
+$39.6M |
FTCS, NOBL, VOO, QQQ, SPY
|
13F-HR |
2/8/2021, 02:38 PM |
Q3 2020 |
409 |
$615M |
+$66.8M |
-$29.3M |
+$37.5M |
FTCS, VOO, NOBL, QQQ, FVD
|
13F-HR |
11/2/2020, 04:28 PM |
Q2 2020 |
384 |
$555M |
+$66M |
-$27.9M |
+$38.1M |
FTCS, VOO, FVD, NOBL, QQQ
|
13F-HR |
8/10/2020, 05:15 PM |
Q1 2020 |
356 |
$441M |
+$45.9M |
-$47.7M |
-$1.77M |
NOBL, FTCS, FVD, VOO, VTI
|
13F-HR |
5/11/2020, 02:09 PM |
Q4 2019 |
406 |
$547M |
+$25.4M |
-$23.9M |
+$1.49M |
NOBL, VOO, FVD, FTCS, VTI
|
13F-HR |
2/7/2020, 12:54 PM |
Q3 2019 |
394 |
$515M |
+$167M |
-$87.1M |
+$79.6M |
NOBL, VOO, FVD, FTCS, VTI
|
13F-HR |
11/6/2019, 02:43 PM |
Q2 2019 |
341 |
$413M |
+$44.4M |
-$41.2M |
+$3.18M |
VOO, NOBL, VYM, VEA, IWD
|
13F-HR |
8/6/2019, 03:03 PM |
Q1 2019 |
335 |
$397M |
+$69.4M |
-$31.8M |
+$37.6M |
VOO, NOBL, VGK, VYM, IWD
|
13F-HR |
5/8/2019, 12:21 PM |
Q4 2018 |
307 |
$324M |
+$24.4M |
-$58.1M |
-$33.7M |
VOO, NOBL, VEU, VYM, IWD
|
13F-HR |
2/7/2019, 03:38 PM |
Q3 2018 |
376 |
$397M |
+$32.8M |
-$19.4M |
+$13.4M |
VOO, NOBL, VEU, AAPL, VYM
|
13F-HR |
11/5/2018, 03:44 PM |
Q2 2018 |
340 |
$361M |
+$48.5M |
-$34.3M |
+$14.3M |
VOO, VEU, NOBL, VYM, QQQ
|
13F-HR |
8/2/2018, 02:03 PM |
Q1 2018 |
331 |
$348M |
+$37.6M |
-$27.5M |
+$10.2M |
VOO, VEU, NOBL, IWD, SPHD
|
13F-HR |
4/26/2018, 10:44 AM |
Q4 2017 |
321 |
$346M |
$0 |
$0 |
|
VOO, VEU, NOBL, IWD, SPHD
|
Restatement |
2/1/2018, 12:42 PM |