| Q2 2024 |
80 |
$189M |
+$15.4M |
-$10.9M |
+$4.5M |
TEAM, ITOT, IVV, DASH, DFAE
|
13F-HR |
7/24/2024, 02:03 PM |
| Q1 2024 |
75 |
$191M |
+$17.9M |
-$39.7M |
-$21.8M |
TEAM, IVV, ITOT, DASH, AFRM
|
13F-HR |
4/11/2024, 01:50 PM |
| Q4 2023 |
78 |
$213M |
+$28.9M |
-$16.8M |
+$12.2M |
TEAM, KRTX, IVV, ITOT, DASH
|
13F-HR |
1/8/2024, 01:58 PM |
| Q3 2023 |
73 |
$169M |
+$12.5M |
-$7.83M |
+$4.71M |
TEAM, ITOT, IVV, DASH, VTEB
|
13F-HR |
10/24/2023, 02:37 PM |
| Q2 2023 |
71 |
$160M |
+$14.2M |
-$11.7M |
+$2.58M |
TEAM, ITOT, DASH, IVV, VXUS
|
13F-HR |
7/18/2023, 04:41 PM |
| Q1 2023 |
73 |
$145M |
+$3.77M |
-$2.51M |
+$1.26M |
TEAM, ITOT, DASH, DFAU, IVV
|
13F-HR |
4/20/2023, 05:16 PM |
| Q4 2022 |
72 |
$123M |
+$54.1M |
-$61.9M |
-$7.76M |
TEAM, ITOT, DASH, DFAU, KRTX
|
13F-HR |
1/23/2023, 12:39 PM |
| Q3 2022 |
68 |
$132M |
+$6.36M |
-$17M |
-$10.6M |
TEAMXXXX, ITOT, DASH, VTV, AFRM
|
13F-HR |
10/12/2022, 05:02 PM |
| Q2 2022 |
73 |
$141M |
+$11.6M |
-$11.4M |
+$245K |
TEAMXXXX, ITOT, DASH, PLTR, MUB
|
13F-HR |
7/22/2022, 02:29 PM |
| Q1 2022 |
78 |
$200M |
+$22.6M |
-$12.1M |
+$10.6M |
TEAMXXXX, DASH, ITOT, AFRM, PLTR
|
13F-HR |
4/18/2022, 02:51 PM |
| Q4 2021 |
81 |
$232M |
+$27M |
-$13.9M |
+$13.2M |
TEAMXXXX, DASH, AFRM, ITOT, PLTR
|
13F-HR |
1/18/2022, 01:16 PM |
| Q3 2021 |
70 |
$233M |
+$19.3M |
-$4.76M |
+$14.6M |
TEAMXXXX, PLTR, AFRM, ITOT, DASH
|
Restatement |
10/22/2021, 10:29 AM |
| Q2 2021 |
69 |
$181M |
+$28M |
-$7.38M |
+$20.6M |
TEAMXXXX, PLTR, AFRM, ITOT, LYFT
|
13F-HR |
7/19/2021, 04:18 PM |
| Q1 2021 |
62 |
$142M |
+$32.8M |
-$3.06M |
+$29.8M |
TEAMXXXX, PLTR, LYFT, ITOT, SPLG
|
13F-HR |
5/13/2021, 03:10 PM |
| Q4 2020 |
56 |
$114M |
+$5.61M |
-$16.1M |
-$10.5M |
TEAMXXXX, LYFT, ITOT, SPLG, IXUS
|
13F-HR |
3/5/2021, 04:11 PM |
| Q3 2020 |
281 |
$103M |
$0 |
$0 |
|
TEAMXXXX, ITOT, LYFT, SPLG, VUG
|
13F-HR |
11/19/2020, 04:30 PM |