| Q2 2024 |
66 |
$45.9M |
+$8.8M |
-$123K |
+$8.68M |
NVDA, AAPL, MSFT, SCHF, SCHB
|
13F-HR |
7/19/2024, 05:26 PM |
| Q1 2024 |
62 |
$41.5M |
+$1.19M |
-$733K |
+$457K |
NVDA, AAPL, MSFT, SCHF, SCHB
|
13F-HR |
4/22/2024, 07:50 PM |
| Q4 2023 |
62 |
$37.1M |
+$5.44M |
-$2.48M |
+$2.96M |
NVDA, AAPL, MSFT, SCHF, SCHB
|
13F-HR |
1/26/2024, 05:26 PM |
| Q3 2023 |
59 |
$31.2M |
+$5.72M |
-$643K |
+$5.07M |
NVDA, AAPL, SCHB, SCHF, MSFT
|
13F-HR |
10/19/2023, 11:35 AM |
| Q2 2023 |
54 |
$27.3M |
+$2.99M |
-$796K |
+$2.19M |
SCHB, SCHF, SCHZ, MSFT, AAPL
|
13F-HR |
7/20/2023, 10:20 AM |
| Q1 2023 |
53 |
$24.6M |
+$3.4M |
-$163K |
+$3.24M |
SCHF, SCHB, SCHZ, BSCN, MSFT
|
13F-HR |
4/19/2023, 08:21 PM |
| Q4 2022 |
44 |
$20.7M |
+$3.14M |
-$1.43M |
+$1.71M |
SCHF, SCHB, SCHZ, BSCN, IAGG
|
13F-HR |
1/19/2023, 09:14 PM |
| Q3 2022 |
39 |
$17.8M |
+$85.6K |
-$1.16M |
-$1.08M |
BSCM, SCHF, SCHZ, BSCN, SCHB
|
13F-HR |
10/20/2022, 06:57 PM |
| Q2 2022 |
44 |
$19.8M |
+$634K |
-$1.17M |
-$535K |
BSCM, SCHF, SCHZ, BSCN, SCHB
|
13F-HR |
7/21/2022, 08:51 PM |
| Q1 2022 |
49 |
$22.2M |
+$4.08M |
-$362K |
+$3.72M |
SCHF, BSCM, SCHB, SCHZ, BSCN
|
Restatement |
5/2/2022, 11:52 AM |
| Q4 2021 |
44 |
$20.3M |
+$5.01M |
-$2.47M |
+$2.55M |
SCHF, SCHB, SCHZ, BSCM, MSFT
|
13F-HR |
1/19/2022, 09:36 PM |
| Q3 2021 |
35 |
$16.8M |
+$3.84M |
-$133K |
+$3.71M |
SCHB, SCHF, AMZN, SCHZ, BSCM
|
13F-HR |
10/19/2021, 01:22 PM |
| Q2 2021 |
29 |
$13.3M |
+$4.3M |
-$52.4K |
+$4.25M |
SCHB, AMZN, SCHF, SCHZ, SCHO
|
13F-HR |
7/19/2021, 07:23 PM |
| Q1 2021 |
19 |
$8.6M |
+$4.09M |
-$28.6K |
+$4.06M |
SCHB, AMZN, SCHZ, SCHF, SCHO
|
13F-HR |
4/14/2021, 01:42 PM |
| Q4 2020 |
10 |
$4.47M |
$0 |
$0 |
|
SCHO, SCHB, SCHZ, SCHF, AAPL
|
13F-HR |
1/22/2021, 05:26 PM |