Q3 2024 |
276 |
$140M |
+$13.7M |
-$11.5M |
+$2.15M |
SHY, VTI, BIL, PULS, BND
|
13F-HR |
11/4/2024, 11:31 AM |
Q2 2024 |
256 |
$132M |
+$60.7M |
-$52.2M |
+$8.53M |
PULS, SHY, VTI, BIL, BND
|
13F-HR |
8/8/2024, 09:18 AM |
Q1 2024 |
277 |
$123M |
+$18.4M |
-$6.62M |
+$11.8M |
QQQM, IVV, VTI, ILCG, BND
|
13F-HR |
5/7/2024, 01:42 PM |
Q4 2023 |
286 |
$103M |
+$46.5M |
-$41.1M |
+$5.45M |
QQQM, VTI, IVV, ILCG, VGT
|
13F-HR |
2/7/2024, 10:56 AM |
Q3 2023 |
286 |
$91.7M |
+$40.6M |
-$40.5M |
+$74.7K |
PULS, VTI, SHY, BIL, VGT
|
13F-HR |
10/30/2023, 10:20 AM |
Q2 2023 |
288 |
$94.5M |
+$43.8M |
-$41.4M |
+$2.38M |
QQQM, IVV, VTI, FTEC, ILCG
|
13F-HR |
7/25/2023, 10:14 AM |
Q4 2022 |
272 |
$85.7M |
+$7.8M |
-$1.94M |
+$5.85M |
SHY, VTI, BND, VNQ, VGT
|
13F-HR |
2/14/2023, 09:31 AM |
Q3 2022 |
29 |
$77.1M |
+$38.4M |
-$40.9M |
-$2.57M |
SHY, VTI, BND, VNQ, VGT
|
13F-HR |
11/14/2022, 04:21 PM |
Q2 2022 |
31 |
$81.6M |
+$41.3M |
-$42.2M |
-$947K |
JPST, VTI, BND, VNQ, VGT
|
13F-HR |
7/25/2022, 11:19 AM |
Q1 2022 |
35 |
$90.8M |
+$41.8M |
-$41.2M |
+$605K |
IVV, VTI, QQQM, MGK, BND
|
13F-HR |
4/18/2022, 12:13 PM |
Q4 2021 |
36 |
$94M |
+$13.6M |
-$11.9M |
+$1.73M |
VTI, VGIT, VGLT, VGSH, BND
|
13F-HR |
2/8/2022, 02:02 PM |
Q3 2021 |
30 |
$89.8M |
+$37.7M |
-$30.5M |
+$7.11M |
VGIT, VTI, VGSH, BND, AXON
|
13F-HR |
11/15/2021, 11:29 AM |
Q2 2021 |
37 |
$83.4M |
+$31.4M |
-$29.7M |
+$1.72M |
VTI, BND, QQQM, MGK, ITOT
|
13F-HR |
8/16/2021, 02:05 PM |
Q1 2021 |
34 |
$77.8M |
+$26.6M |
-$34M |
-$7.44M |
VTI, VGSH, VGIT, BND, AXON
|
13F-HR |
4/29/2021, 12:39 PM |
Q4 2020 |
37 |
$82.3M |
+$17.7M |
-$53M |
-$35.3M |
VTI, VGT, ARKK, VEA, VCR
|
13F-HR |
1/27/2021, 11:25 AM |
Q3 2020 |
33 |
$103M |
+$10M |
-$8.41M |
+$1.61M |
VTI, VEA, VGT, VCR, JPST
|
13F-HR |
11/13/2020, 10:28 AM |
Q2 2020 |
34 |
$95.3M |
+$62.2M |
-$48.7M |
+$13.6M |
VTI, VEA, VGT, VCR, JPST
|
13F-HR |
8/4/2020, 12:04 PM |
Q1 2020 |
24 |
$75.5M |
+$53.1M |
-$47.8M |
+$5.23M |
JPST, VTI, VNQ, AXON, VEA
|
13F-HR |
5/4/2020, 02:06 PM |
Q4 2019 |
27 |
$89.8M |
+$316K |
-$15.7M |
-$15.3M |
VTI, VEA, VNQ, HYG, CLNC
|
13F-HR |
2/12/2020, 02:33 PM |
Q3 2019 |
26 |
$98.9M |
+$16.5M |
-$26M |
-$9.45M |
VTI, VEA, VNQ, HYG, CLNC
|
13F-HR |
10/22/2019, 09:52 AM |
Q2 2019 |
29 |
$108M |
+$47.9M |
-$46.7M |
+$1.21M |
VTI, VWO, VEA, VNQ, HYG
|
13F-HR |
7/26/2019, 08:51 AM |
Q1 2019 |
23 |
$93.6M |
$0 |
$0 |
|
VTI, JPST, SPTM, CLNC, VEA
|
13F-HR |
5/6/2019, 11:54 AM |
Q4 2018 |
23 |
$96.8M |
+$4.86M |
-$11.1M |
-$6.29M |
VTI, JPST, SPTM, CLNC, RTL
|
13F-HR |
2/4/2019, 11:58 AM |
Q3 2018 |
21 |
$115M |
+$25.7M |
-$29.6M |
-$3.96M |
VTI, JPST, SPTM, ARKK, CLNC
|
13F-HR |
10/24/2018, 10:37 AM |
Q2 2018 |
20 |
$115M |
+$35.4M |
-$38.6M |
-$3.19M |
VTI, VEA, JPST, ARKK, CLNC
|
13F-HR |
7/27/2018, 05:07 PM |
Q1 2018 |
17 |
$119M |
+$34M |
-$24.3M |
+$9.65M |
VTI, VEA, SPSB, VWO, CLNC
|
13F-HR |
5/9/2018, 10:39 AM |
Q4 2017 |
19 |
$110M |
$0 |
$0 |
|
VTI, VEA, TLT, VWO, HYG
|
13F-HR |
2/7/2018, 01:36 PM |
Q1 2010 |
281 |
$88M |
$0 |
$0 |
|
QQQM, VTI, IVV, FTEC, ILCG
|
13F-HR |
5/1/2023, 02:02 PM |