Q2 2023 |
84 |
$177M |
+$7.51M |
-$3.8M |
+$3.71M |
DFSD, AVUS, AVDV, AVSU, AVUV
|
13F-HR |
8/14/2023, 10:13 AM |
Q1 2023 |
84 |
$167M |
+$66M |
-$39.9M |
+$26.1M |
DFSD, AVUS, AVDV, QMOM, AVSU
|
13F-HR |
5/15/2023, 10:11 AM |
Q4 2022 |
93 |
$135M |
+$8.27M |
-$9.03M |
-$765K |
AVUS, AVDE, AVUV, QMOM, DFCF
|
13F-HR |
2/13/2023, 03:24 PM |
Q3 2022 |
90 |
$126M |
+$5.01M |
-$7.03M |
-$2.02M |
AVUS, AVDE, QMOM, DFCF, AVUV
|
13F-HR |
11/14/2022, 09:11 AM |
Q2 2022 |
95 |
$137M |
+$38.3M |
-$34.4M |
+$3.97M |
AVUS, AVDE, DFCF, AVUV, QMOM
|
13F-HR |
8/12/2022, 10:17 AM |
Q1 2022 |
106 |
$157M |
+$32.3M |
-$28.2M |
+$4.07M |
DFCF, AVUS, QQQ, AVDE, RSP
|
13F-HR |
5/13/2022, 11:22 AM |
Q4 2021 |
116 |
$161M |
+$32.5M |
-$25.1M |
+$7.39M |
TLT, SPY, QQQ, AVUS, RSP
|
13F-HR |
2/11/2022, 03:12 PM |
Q3 2021 |
113 |
$146M |
+$31.5M |
-$11.8M |
+$19.7M |
QQQ, TLT, SPY, IEFA, RSP
|
13F-HR |
11/15/2021, 08:24 AM |
Q2 2021 |
90 |
$129M |
+$28.9M |
-$17.8M |
+$11.1M |
IEFA, IAU, TLT, RSP, SPY
|
13F-HR |
8/16/2021, 07:55 AM |
Q1 2021 |
84 |
$111M |
+$22M |
-$23.7M |
-$1.74M |
RSP, IEFA, SPY, IJR, TLT
|
13F-HR |
5/17/2021, 11:11 AM |
Q4 2020 |
79 |
$110M |
+$15.3M |
-$11.2M |
+$4.12M |
QQQ, RSP, TLT, IAU, IEFA
|
13F-HR |
2/10/2021, 10:57 AM |
Q3 2020 |
74 |
$96.8M |
+$12M |
-$2.27M |
+$9.75M |
QQQ, RSP, IAU, SPLV, IEFA
|
13F-HR |
11/16/2020, 09:41 AM |
Q2 2020 |
71 |
$83.5M |
+$4.27M |
-$7.9M |
-$3.62M |
QQQ, RSP, IAU, SPLV, IEFA
|
13F-HR |
7/29/2020, 12:32 PM |
Q1 2020 |
66 |
$75.6M |
+$22.3M |
-$3.19K |
+$22.3M |
QQQ, RSP, SPLV, IAU, IEFA
|
13F-HR |
5/15/2020, 08:50 AM |
Q4 2019 |
300 |
$31.7K |
$0 |
$0 |
|
CWI, PJUL, UJUL, ITOT, FVD
|
13F-HR |
1/13/2020, 04:00 PM |