Q3 2024 |
154 |
$508M |
+$44.4M |
-$35.8M |
+$8.65M |
NEAR, MOAT, SPY, TLT, QQQ
|
13F-HR |
10/9/2024, 05:24 PM |
Q2 2024 |
157 |
$474M |
+$54.6M |
-$33.9M |
+$20.8M |
NEAR, MOAT, QQQ, SPY, TLT
|
13F-HR |
8/6/2024, 01:03 PM |
Q1 2024 |
152 |
$455M |
+$106M |
-$75M |
+$30.5M |
NEAR, MOAT, QQQ, SPY, LMBS
|
13F-HR |
4/22/2024, 07:18 PM |
Q4 2023 |
127 |
$419M |
+$98.1M |
-$86.6M |
+$11.5M |
NEAR, SPY, TLT, LMBS, IWM
|
13F-HR |
2/2/2024, 03:19 PM |
Q3 2023 |
132 |
$389M |
+$40.2M |
-$47.4M |
-$7.12M |
NEAR, TLT, SPY, QQQ, RWM
|
13F-HR |
12/5/2023, 02:03 PM |
Q2 2023 |
140 |
$408M |
+$27.8M |
-$38.2M |
-$10.4M |
NEAR, TLT, SPY, QQQ, RWM
|
13F-HR |
7/19/2023, 11:45 AM |
Q1 2023 |
130 |
$409M |
+$96.6M |
-$78.1M |
+$18.5M |
NEAR, SPY, QQQ, UUP, RWM
|
13F-HR |
4/18/2023, 03:16 PM |
Q4 2022 |
123 |
$382M |
+$45.7M |
-$47.6M |
-$1.9M |
NEAR, UUP, SPY, SHV, VTIP
|
13F-HR |
1/23/2023, 10:38 AM |
Q3 2022 |
120 |
$374M |
+$108M |
-$83M |
+$25.5M |
NEAR, SHV, UUP, VTIP, SCHJ
|
13F-HR |
10/12/2022, 10:07 AM |
Q2 2022 |
117 |
$360M |
+$162M |
-$139M |
+$23.6M |
SHV, NEAR, SPY, FLOT, VTIP
|
13F-HR |
7/26/2022, 09:49 AM |
Q1 2022 |
133 |
$382M |
+$60.7M |
-$86.9M |
-$26.2M |
VGT, SPY, PFF, ANGL, TIP
|
13F-HR |
4/26/2022, 05:16 PM |
Q4 2021 |
556 |
$438M |
+$68.1M |
-$33M |
+$35.1M |
SCHZ, SPY, VGT, PFF, VFH
|
13F-HR |
1/27/2022, 04:11 PM |
Q3 2021 |
133 |
$372M |
+$32M |
-$13.8M |
+$18.2M |
SCHZ, SPY, PFF, VFH, ANGL
|
13F-HR |
11/2/2021, 06:22 PM |
Q2 2021 |
135 |
$356M |
+$91.9M |
-$63.2M |
+$28.7M |
SCHZ, SPY, PFF, ANGL, VFH
|
13F-HR |
8/5/2021, 07:05 PM |
Q1 2021 |
125 |
$322M |
+$82M |
-$50.7M |
+$31.3M |
SCHZ, BND, SPY, VGT, VIS
|
13F-HR |
5/12/2021, 09:54 AM |
Q4 2020 |
125 |
$278M |
+$29M |
-$33.5M |
-$4.53M |
SCHZ, BND, SPY, VGT, IWM
|
13F-HR |
1/19/2021, 09:30 AM |
Q3 2020 |
119 |
$254M |
+$64.7M |
-$21.5M |
+$43.3M |
SCHZ, BND, SPY, VGT, VHT
|
13F-HR |
10/20/2020, 04:44 PM |
Q2 2020 |
119 |
$203M |
+$56.8M |
-$30.4M |
+$26.4M |
SCHZ, VGT, VHT, BND, SPY
|
13F-HR |
8/11/2020, 08:12 AM |
Q1 2020 |
108 |
$149M |
+$24M |
-$21M |
+$3.02M |
VGT, CFO, VHT, CDC, VNQ
|
13F-HR |
4/29/2020, 03:10 PM |
Q4 2019 |
108 |
$179M |
+$8.13M |
-$6.19M |
+$1.95M |
VNQ, VGT, CFO, CDC, CIZ
|
13F-HR |
1/27/2020, 01:35 PM |
Q3 2019 |
106 |
$169M |
+$50.1M |
-$17.8M |
+$32.4M |
VNQ, VGT, VPU, CFO, CIZ
|
13F-HR |
11/8/2019, 09:13 AM |
Q1 2019 |
93 |
$132M |
$0 |
$0 |
|
VNQ, VOO, CFO, CDC, CIZ
|
13F-HR |
5/3/2019, 05:17 PM |