Q3 2024 |
76 |
$478M |
+$54.3M |
-$32.4M |
+$21.9M |
JEPI, IVV, COWZ, JEPQ, RSP
|
13F-HR |
10/10/2024, 11:43 AM |
Q2 2024 |
82 |
$442M |
+$49.5M |
-$61M |
-$11.5M |
JEPI, IVV, COWZ, JEPQ, RSP
|
13F-HR |
8/2/2024, 06:32 AM |
Q1 2024 |
79 |
$459M |
+$58.9M |
-$22.9M |
+$36M |
JEPI, COWZ, IVV, JEPQ, PNOV
|
13F-HR |
4/18/2024, 12:43 PM |
Q4 2023 |
74 |
$395M |
+$33.1M |
-$43.7M |
-$10.6M |
JEPI, COWZ, PNOV, IVV, NOG
|
13F-HR |
1/23/2024, 12:24 PM |
Q3 2023 |
80 |
$393M |
+$20M |
-$20.8M |
-$752K |
JEPI, COWZ, IVV, JPST, PNOV
|
13F-HR |
11/1/2023, 10:32 AM |
Q2 2023 |
74 |
$393M |
+$105M |
-$43.3M |
+$61.8M |
JEPI, COWZ, JPST, PNOV, IVV
|
13F-HR |
7/31/2023, 10:27 AM |
Q1 2023 |
67 |
$325M |
+$39.5M |
-$30.6M |
+$8.87M |
JEPI, JPST, COWZ, XDAP, IVV
|
13F-HR |
5/4/2023, 01:12 PM |
Q4 2022 |
57 |
$313M |
+$57.1M |
-$57.6M |
-$595K |
JEPI, JPST, COWZ, XDAP, IVV
|
13F-HR |
2/2/2023, 04:25 PM |
Q3 2022 |
60 |
$296M |
+$70.3M |
-$62.3M |
+$8.03M |
JEPI, JPST, IVV, COWZ, JEPQ
|
13F-HR |
11/14/2022, 05:53 PM |
Q2 2022 |
57 |
$299M |
+$74.7M |
-$56.9M |
+$17.8M |
JEPI, JPST, IVV, SVAL, NOG
|
13F-HR |
8/2/2022, 04:40 PM |
Q1 2022 |
74 |
$322M |
+$61.3M |
-$51.1M |
+$10.2M |
JEPI, IVV, JPST, SVAL, MTUM
|
13F-HR |
5/16/2022, 02:09 PM |
Q4 2021 |
73 |
$321M |
+$39.1M |
-$205M |
-$166M |
JEPI, IVV, SVAL, MTUM, JPST
|
13F-HR |
2/8/2022, 06:25 PM |
Q3 2021 |
85 |
$472M |
+$19.9M |
-$91.7M |
-$71.7M |
MODG, IVV, JEPI, MTUM, USMV
|
13F-HR |
11/15/2021, 06:22 PM |
Q2 2021 |
77 |
$580M |
+$142M |
-$48.1M |
+$93.7M |
MODG, COOP, IVV, JEPI, MTUM
|
13F-HR |
8/9/2021, 01:53 PM |
Q1 2021 |
83 |
$429M |
+$209M |
-$103M |
+$107M |
MODG, IVV, MTUM, USMV, SVAL
|
13F-HR |
5/17/2021, 10:28 AM |
Q4 2020 |
61 |
$316M |
+$40.4M |
-$55.3M |
-$14.9M |
COOP, IVV, USMV, MTUM, JEPI
|
13F-HR |
2/12/2021, 10:56 AM |
Q3 2020 |
65 |
$285M |
+$39.4M |
-$57M |
-$17.6M |
COOP, IVV, GLDM, MTUM, USMV
|
13F-HR |
11/16/2020, 08:45 AM |
Q2 2020 |
64 |
$260M |
+$49.3M |
-$67.1M |
-$17.8M |
IVV, COOP, MTUM, USMV, GLD
|
13F-HR |
8/13/2020, 07:50 AM |
Q1 2020 |
56 |
$230M |
+$57.6M |
-$52.3M |
+$5.25M |
IVV, NEAR, USMV, MTUM, MEAR
|
13F-HR |
5/13/2020, 05:44 PM |
Q4 2019 |
76 |
$291M |
+$40.4M |
-$26M |
+$14.4M |
IVV, COOP, MTUM, USMV, ELVT
|
13F-HR |
2/12/2020, 07:30 PM |
Q3 2019 |
86 |
$260M |
+$48.2M |
-$52.5M |
-$4.31M |
IVV, COOP, MTUM, USMV, MEAR
|
13F-HR |
10/29/2019, 08:39 AM |
Q2 2019 |
87 |
$256M |
+$25.9M |
-$30.9M |
-$5.07M |
IVV, COOP, IVE, USMV, MTUM
|
13F-HR |
8/5/2019, 03:54 PM |
Q1 2019 |
180 |
$259M |
+$40.7M |
-$96.1M |
-$55.4M |
IVV, COOP, IVE, MEAR, USMV
|
13F-HR |
5/14/2019, 05:41 PM |
Q4 2018 |
63 |
$256M |
$0 |
$0 |
|
CVNA, IVV, COOP, MEAR, IVE
|
13F-HR |
5/14/2019, 05:47 PM |