Q3 2024 |
52 |
$326M |
+$85.5M |
-$48.9M |
+$36.7M |
BOND, QQQ, IEF, EMBD, XLF
|
13F-HR |
10/31/2024, 11:15 AM |
Q2 2024 |
45 |
$277M |
+$9.92M |
-$1.53M |
+$8.4M |
QQQ, IEF, EMB, BOND, MTUM
|
13F-HR |
7/30/2024, 07:10 PM |
Q1 2024 |
53 |
$265M |
+$88.5M |
-$64.2M |
+$24.3M |
IEF, QQQ, EMB, BOND, VO
|
13F-HR |
5/16/2024, 02:45 PM |
Q3 2023 |
36 |
$214M |
+$23.2M |
-$16.3M |
+$6.84M |
VGSH, VCSH, EMB, BOND, QQQ
|
13F-HR |
11/14/2023, 04:11 PM |
Q2 2023 |
34 |
$212M |
+$839K |
-$4.12M |
-$3.28M |
VGSH, VCSH, EMB, BOND, QQQ
|
13F-HR |
7/18/2023, 10:55 AM |
Q1 2023 |
32 |
$211M |
+$65.9M |
-$71.9M |
-$6.01M |
VGSH, VCSH, EMB, BOND, IAGG
|
13F-HR |
5/17/2023, 05:37 PM |
Q4 2022 |
33 |
$212M |
+$57.4M |
-$41.2M |
+$16.2M |
XLF, PHB, GOVT, EMB, BOND
|
13F-HR |
2/10/2023, 11:54 AM |
Q3 2022 |
33 |
$189M |
+$6.52M |
-$273K |
+$6.25M |
QQQ, PHB, GOVT, MTUM, BOND
|
13F-HR |
11/1/2022, 12:22 PM |
Q2 2022 |
30 |
$192M |
+$23.3M |
-$22.4M |
+$813K |
QQQ, GOVT, PHB, MTUM, BOND
|
13F-HR |
9/14/2022, 11:41 AM |
Q1 2022 |
35 |
$215M |
+$43M |
-$31.4M |
+$11.6M |
PHB, GOVT, EMB, BOND, MTUM
|
13F-HR |
5/6/2022, 04:19 PM |
Q4 2021 |
29 |
$212M |
+$38M |
-$33.6M |
+$4.4M |
IAGG, PHB, MTUM, GOVT, BOND
|
13F-HR |
2/8/2022, 06:35 PM |
Q3 2021 |
34 |
$200M |
+$7.83M |
-$3.43M |
+$4.41M |
MTUM, EMB, PHB, BOND, QQQ
|
13F-HR |
11/9/2021, 10:37 AM |
Q2 2021 |
32 |
$197M |
+$17.8M |
-$4.96M |
+$12.8M |
MTUM, EMB, BOND, PHB, QQQ
|
13F-HR |
7/26/2021, 11:51 AM |
Q1 2021 |
27 |
$177M |
+$12.4M |
-$3.77M |
+$8.67M |
EMB, MTUM, BOND, PHB, IAGG
|
13F-HR |
4/29/2021, 03:06 PM |
Q4 2020 |
24 |
$165M |
+$25.9M |
-$22.7M |
+$3.16M |
EMB, BOND, MTUM, PHB, IAGG
|
13F-HR |
1/28/2021, 10:57 AM |
Q3 2020 |
23 |
$151M |
+$30.4M |
-$30.8M |
-$371K |
BOND, EMB, GOVT, MTUM, IAGG
|
13F-HR |
11/3/2020, 11:02 AM |
Q2 2020 |
23 |
$147M |
+$16.8M |
-$17.2M |
-$433K |
GOVT, BOND, MTUM, QQQ, IAGG
|
13F-HR |
8/11/2020, 12:39 PM |
Q1 2020 |
22 |
$130M |
+$62.9M |
-$33M |
+$29.9M |
GOVT, MTUM, BOND, QQQ, SPHD
|
13F-HR |
4/8/2020, 01:41 PM |
Q4 2019 |
22 |
$113M |
$0 |
$0 |
|
MTUM, EMB, BOND, PHB, SPYD
|
13F-HR |
1/29/2020, 06:32 PM |