| Q2 2024 |
386 |
$1.26B |
+$300M |
-$320M |
-$19.7M |
XLK, VUG, VOO, QQQ, BIL
|
13F-HR |
8/12/2024, 01:04 PM |
| Q1 2024 |
387 |
$1.26B |
+$428M |
-$374M |
+$54.4M |
XLK, VOO, VUG, IVV, BIL
|
13F-HR |
5/14/2024, 01:10 PM |
| Q4 2023 |
312 |
$1.15B |
+$265M |
-$270M |
-$4.18M |
SGOV, BIL, XLK, IVV, TUA
|
13F-HR |
2/8/2024, 02:14 PM |
| Q3 2023 |
282 |
$1.09B |
+$269M |
-$286M |
-$16.9M |
BIL, SGOV, XLK, VOO, IVV
|
13F-HR |
11/14/2023, 08:44 AM |
| Q2 2023 |
277 |
$1.14B |
+$276M |
-$248M |
+$28.2M |
BIL, SGOV, MINT, TLT, XLK
|
13F-HR |
8/11/2023, 06:38 PM |
| Q1 2023 |
249 |
$1.07B |
+$307M |
-$277M |
+$29.5M |
BIL, SGOV, IEFA, TLT, MINT
|
13F-HR |
5/12/2023, 03:48 PM |
| Q4 2022 |
232 |
$1B |
+$375M |
-$350M |
+$24.7M |
BIL, IEFA, IUSV, SGOV, IJR
|
13F-HR |
2/13/2023, 04:00 PM |
| Q3 2022 |
211 |
$951M |
+$290M |
-$275M |
+$14.7M |
BIL, MINT, IJR, VIG, SPY
|
13F-HR |
11/14/2022, 08:41 AM |
| Q2 2022 |
217 |
$980M |
+$408M |
-$458M |
-$49.6M |
VIG, BIL, IJR, IEFA, MINT
|
13F-HR |
8/10/2022, 01:40 PM |
| Q1 2022 |
231 |
$1.15B |
+$365M |
-$231M |
+$133M |
MINT, SPY, VIG, QQQ, IJR
|
13F-HR |
5/10/2022, 03:37 PM |
| Q4 2021 |
214 |
$1.07B |
+$352M |
-$318M |
+$34.6M |
QQQ, SPY, MINT, VIG, TLT
|
13F-HR |
1/19/2022, 12:16 PM |
| Q3 2021 |
211 |
$963M |
+$323M |
-$278M |
+$44.6M |
QQQ, SPY, VIG, IEFA, TLT
|
13F-HR |
11/12/2021, 05:24 PM |
| Q2 2021 |
223 |
$930M |
+$279M |
-$231M |
+$48.1M |
IJR, VIG, SPY, IEFA, QQQ
|
13F-HR |
8/6/2021, 02:24 PM |
| Q1 2021 |
203 |
$844M |
+$182M |
-$146M |
+$35.8M |
IJR, IEMG, MINT, IEFA, SPY
|
13F-HR |
5/17/2021, 05:00 PM |
| Q4 2020 |
210 |
$773M |
+$243M |
-$186M |
+$57.6M |
IJR, IEMG, QQQ, IEFA, SPY
|
13F-HR |
2/16/2021, 12:07 PM |
| Q3 2020 |
174 |
$655M |
+$189M |
-$181M |
+$7.36M |
QQQ, SPY, IEMG, VIG, LQD
|
13F-HR |
11/16/2020, 06:56 PM |
| Q2 2020 |
156 |
$627M |
+$290M |
-$117M |
+$173M |
LQD, TLT, EMB, QQQ, JNK
|
13F-HR |
8/13/2020, 04:11 PM |
| Q1 2020 |
88 |
$408M |
+$125M |
-$234M |
-$108M |
TLT, QQQ, BIL, SHY, SPY
|
13F-HR |
5/15/2020, 01:22 PM |
| Q4 2019 |
104 |
$588M |
+$103M |
-$260M |
-$158M |
QQQ, SPY, VIG, LQD, JNK
|
13F-HR |
2/19/2020, 04:56 PM |
| Q3 2019 |
114 |
$707M |
+$250M |
-$133M |
+$117M |
VIG, SPY, QQQ, LQD, TLT
|
13F-HR |
11/8/2019, 05:25 PM |
| Q2 2019 |
137 |
$581M |
+$167M |
-$155M |
+$12M |
LQD, TLT, VIG, QQQ, SPY
|
13F-HR |
8/13/2019, 07:47 PM |
| Q1 2019 |
112 |
$554M |
+$325M |
-$313M |
+$12.2M |
VIG, LQD, JNK, SPY, IEMG
|
13F-HR |
5/14/2019, 03:49 PM |
| Q4 2018 |
91 |
$519M |
$0 |
$0 |
|
IEF, TLT, BNDX, SHY, MINT
|
13F-HR |
3/14/2019, 02:26 PM |