| Q4 2025 |
244 |
$446,109,097 |
+$26,948,393 |
-$240,844,343 |
-$213,895,950 |
AAPL, LCLG, NVDA, IWF, AMZN
|
13F-HR |
11 Feb 2026, 15:10 |
| Q3 2025 |
370 |
$661,066,582 |
+$15,098,188 |
-$435,996,344 |
-$420,898,156 |
AAPL, MSFT, LCLG, SPYG, META
|
13F-HR |
03 Nov 2025, 17:14 |
| Q2 2025 |
606 |
$1,026,570,380 |
+$7,125,036 |
-$9,022,054,531 |
-$9,014,929,495 |
MSFT, SPYG, META, AAPL, AMZN
|
13F-HR |
13 Aug 2025, 16:07 |
| Q1 2025 |
1,680 |
$9,388,296,571 |
+$1,178,090,686 |
-$386,963,864 |
+$791,126,822 |
SPYG, SPDW, AAPL, SPYV, AMZN
|
13F-HR |
12 May 2025, 09:14 |
| Q4 2024 |
1,576 |
$8,857,279,286 |
+$1,113,295,731 |
-$586,574,878 |
+$526,720,853 |
SPYG, AAPL, AMZN, MSFT, SPDW
|
13F-HR |
13 Feb 2025, 13:43 |
| Q3 2024 |
1,489 |
$8,348,781,347 |
+$1,009,078,600 |
-$349,388,982 |
+$659,689,618 |
SPYG, AAPL, SPYV, MSFT, SPDW
|
13F-HR |
13 Nov 2024, 16:17 |
| Q2 2024 |
1,306 |
$7,332,600,050 |
+$1,125,886,070 |
-$546,762,887 |
+$579,123,183 |
SPYG, MSFT, AMZN, SPYV, SPDW
|
13F-HR |
14 Aug 2024, 10:11 |
| Q1 2024 |
1,234 |
$6,827,347,424 |
+$1,046,073,610 |
-$424,485,397 |
+$621,588,213 |
AMZN, MSFT, SPDW, SPYG, GOVT
|
13F-HR |
15 May 2024, 12:55 |
| Q4 2023 |
1,134 |
$5,835,281,656 |
+$513,531,642 |
-$693,040,406 |
-$179,508,764 |
AMZN, SPDW, MSFT, JPST, SPYG
|
13F-HR |
15 Feb 2024, 14:34 |
| Q3 2023 |
1,101 |
$5,478,943,507 |
+$494,383,360 |
-$281,432,095 |
+$212,951,265 |
AMZN, JPST, SPDW, GOVT, MSFT
|
13F-HR |
15 Nov 2023, 11:21 |
| Q2 2023 |
1,059 |
$5,482,067,034 |
+$1,013,225,525 |
-$268,558,963 |
+$744,666,562 |
AMZN, SPDW, JPST, MSFT, SPYG
|
13F-HR |
13 Nov 2023, 11:50 |
| Q1 2023 |
972 |
$4,540,564,653 |
+$564,242,822 |
-$306,397,904 |
+$257,844,918 |
SPDW, GOVT, AMZN, JPST, SHYG
|
13F-HR |
11 May 2023, 08:27 |
| Q4 2022 |
930 |
$4,040,132,085 |
+$637,891,976 |
-$284,199,429 |
+$353,692,547 |
SPDW, GOVT, SHYG, JPST, USFR
|
13F-HR |
13 Feb 2023, 16:26 |
| Q3 2022 |
748 |
$3,492,613,000 |
+$466,896,801 |
-$247,480,321 |
+$219,416,480 |
SPDW, AMZN, SHYG, SPYG, USFR
|
13F-HR |
10 Nov 2022, 21:05 |
| Q2 2022 |
714 |
$3,521,924,000 |
+$403,619,852 |
-$180,268,370 |
+$223,351,482 |
GOVT, SHYG, SPDW, SPMB, SHY
|
13F-HR |
08 Aug 2022, 13:14 |
| Q1 2022 |
703 |
$3,918,575,000 |
+$696,197,177 |
-$466,808,229 |
+$229,388,948 |
GOVT, SHYG, SPDW, SPMB, SHY
|
13F-HR |
28 Apr 2022, 12:56 |
| Q4 2021 |
712 |
$3,987,091,000 |
+$570,113,938 |
-$212,292,848 |
+$357,821,090 |
GOVT, VCIT, SHYG, SPDW, SPYG
|
13F-HR |
11 Feb 2022, 15:55 |
| Q3 2021 |
703 |
$3,469,553,000 |
+$512,020,357 |
-$103,418,684 |
+$408,601,673 |
VCIT, SHYG, GOVT, JMST, SPDW
|
13F-HR |
15 Nov 2021, 12:50 |
| Q2 2021 |
613 |
$3,093,000,000 |
+$633,038,314 |
-$286,314,440 |
+$346,723,874 |
VCIT, GOVT, SHYG, SPDW, JMST
|
13F-HR |
16 Aug 2021, 16:27 |
| Q1 2021 |
566 |
$2,559,957,000 |
+$433,601,324 |
-$200,048,793 |
+$233,552,531 |
SPAB, SPDW, JMST, SHYG, SPYG
|
13F-HR |
17 May 2021, 17:01 |
| Q4 2020 |
494 |
$2,245,432,000 |
+$442,721,827 |
-$77,981,242 |
+$364,740,585 |
SPAB, SPDW, SPYG, SPSB, SPYV
|
13F-HR |
16 Feb 2021, 16:03 |
| Q3 2020 |
434 |
$1,712,683,000 |
+$234,948,792 |
-$57,967,250 |
+$176,981,542 |
SPAB, SPDW, SPYG, SPSB, SPYV
|
Restatement |
01 Dec 2020, 16:14 |
| Q2 2020 |
408 |
$1,468,582,000 |
+$193,306,965 |
-$78,469,706 |
+$114,837,259 |
SPAB, SPDW, SPYG, SPSB, SPYV
|
13F-HR |
14 Aug 2020, 19:03 |
| Q1 2020 |
426 |
$1,139,565,000 |
+$208,527,617 |
-$74,731,242 |
+$133,796,375 |
SPAB, SPDW, SPSB, SPYG, SPYV
|
13F-HR |
15 May 2020, 21:25 |
| Q4 2019 |
488 |
$1,230,591,000 |
+$65,432,664 |
-$82,351,045 |
-$16,918,381 |
SPAB, SPDW, SPYG, SPSB, SPYV
|
13F-HR |
15 May 2020, 19:09 |
| Q3 2019 |
481 |
$1,187,479,000 |
+$159,124,805 |
-$47,065,069 |
+$112,059,736 |
SPAB, SPDW, SPYG, SPYV, SPSB
|
13F-HR |
14 Nov 2019, 13:49 |
| Q2 2019 |
465 |
$1,042,703,000 |
+$121,878,140 |
-$400,284,587 |
-$278,406,447 |
SPAB, SPDW, SPYG, SPYV, SPSB
|
13F-HR |
14 Aug 2019, 20:01 |
| Q1 2019 |
415 |
$1,294,972,000 |
+$520,503,993 |
-$23,074,758 |
+$497,429,235 |
CVX, MRK, SPYG, SPAB, SPDW
|
13F-HR |
15 May 2019, 12:38 |
| Q4 2018 |
363 |
$735,508,000 |
$0 |
$0 |
$0 |
SPYG, SPAB, SPDW, SPYV, MDYV
|
13F-HR |
12 Feb 2019, 18:00 |