| Q4 2023 |
80 |
$350M |
+$34.5M |
-$19.2M |
+$15.3M |
XOM, DSTL, VOO, VUG, GSST
|
13F-HR |
1/16/2024, 12:55 PM |
| Q3 2023 |
70 |
$325M |
+$34.3M |
-$24.1M |
+$10.3M |
XOM, DSTL, VOO, GSST, VUG
|
13F-HR |
11/1/2023, 10:48 AM |
| Q2 2023 |
67 |
$316M |
+$15.6M |
-$4.57M |
+$11M |
XOM, VUG, DSTL, VOO, GSST
|
13F-HR |
7/6/2023, 03:38 PM |
| Q1 2023 |
70 |
$296M |
+$48.4M |
-$45.1M |
+$3.32M |
XOM, DSTL, VUG, VOO, BSCQ
|
13F-HR |
4/26/2023, 03:53 PM |
| Q4 2022 |
70 |
$288M |
+$63.4M |
-$16.6M |
+$46.8M |
XOM, DSTL, VUG, VOO, FTSL
|
13F-HR |
1/20/2023, 11:05 AM |
| Q3 2022 |
57 |
$214M |
+$9.09M |
-$13.2M |
-$4.09M |
XOM, VOO, DSTL, FTSL, GSST
|
13F-HR |
10/5/2022, 12:00 PM |
| Q2 2022 |
54 |
$226M |
+$68.8M |
-$89.3M |
-$20.5M |
XOM, VOO, DSTL, FTSL, DDIV
|
13F-HR |
7/13/2022, 02:41 PM |
| Q1 2022 |
56 |
$268M |
+$48.2M |
-$133M |
-$84.7M |
VOO, XOM, SCHD, VNLA, FTSL
|
13F-HR |
4/19/2022, 12:19 PM |
| Q4 2021 |
69 |
$346M |
+$18.4M |
-$28.1M |
-$9.78M |
VOO, SCHD, QQQE, VXF, XOM
|
13F-HR |
1/12/2022, 04:11 PM |
| Q3 2021 |
70 |
$339M |
+$108M |
-$97.3M |
+$10.8M |
VOO, XOM, VXF, SCHD, QQQE
|
13F-HR |
10/8/2021, 03:50 PM |
| Q2 2021 |
77 |
$332M |
+$142M |
-$68M |
+$73.5M |
XOM, VNLA, FIXD, QQQE, VXF
|
13F-HR |
7/15/2021, 01:04 PM |
| Q1 2021 |
66 |
$248M |
+$153M |
-$32.4M |
+$121M |
XOM, QQQE, IWM, JSML, VXF
|
13F-HR |
4/19/2021, 12:53 PM |
| Q4 2020 |
54 |
$117M |
+$22.1M |
-$22M |
+$134K |
QQQE, XOM, XLG, VNLA, JNJ
|
13F-HR |
1/15/2021, 11:41 AM |
| Q3 2020 |
46 |
$103M |
+$24.1M |
-$36M |
-$11.9M |
QQQE, XLG, MTUM, XOM, VNLA
|
13F-HR |
10/8/2020, 05:24 PM |
| Q2 2020 |
444 |
$112M |
+$24.8M |
-$14.5M |
+$10.3M |
QQQE, XLG, SPLV, XOM, MTUM
|
13F-HR |
7/14/2020, 03:37 PM |
| Q1 2020 |
413 |
$84.7M |
+$4.51M |
-$4.58M |
-$71.2K |
XLG, SPY, QQQE, SPLV, MTUM
|
13F-HR |
4/20/2020, 10:31 AM |
| Q4 2019 |
422 |
$104M |
$0 |
$0 |
|
XLG, SPY, QQQE, SPLV, XOM
|
13F-HR |
3/12/2020, 10:40 AM |