| Q3 2024 |
119 |
$183M |
+$16.5M |
-$16.2M |
+$361K |
IVV, DJD, IHYF, LMBS, BIL
|
13F-HR |
10/3/2024, 06:00 PM |
| Q2 2024 |
112 |
$175M |
+$42.4M |
-$35.8M |
+$6.64M |
IVV, DJD, IHYF, QQQE, BIL
|
13F-HR |
8/6/2024, 05:02 PM |
| Q1 2024 |
106 |
$167M |
+$31M |
-$24.5M |
+$6.45M |
IVV, DJD, JPIE, JEPI, TLT
|
13F-HR |
5/3/2024, 04:01 PM |
| Q4 2023 |
107 |
$152M |
+$59.3M |
-$56.1M |
+$3.2M |
IVV, DJD, JPIE, JEPI, SHV
|
13F-HR |
2/12/2024, 09:39 AM |
| Q3 2023 |
118 |
$140M |
+$25.3M |
-$26.7M |
-$1.45M |
JEPI, IGSB, PWV, SHYG, IVV
|
13F-HR |
11/8/2023, 12:16 PM |
| Q2 2023 |
136 |
$145M |
+$40.5M |
-$36.5M |
+$3.96M |
JEPI, IGSB, IUSB, LMBS, SHYG
|
13F-HR |
7/17/2023, 04:48 PM |
| Q1 2023 |
134 |
$139M |
+$24.2M |
-$12.8M |
+$11.4M |
FLOT, PWV, KBWB, DJD, STIP
|
13F-HR |
4/13/2023, 01:59 PM |
| Q4 2022 |
105 |
$127M |
+$12.1M |
-$10.4M |
+$1.75M |
PWV, FLOT, KBWB, DJD, XLE
|
13F-HR |
2/2/2023, 04:51 PM |
| Q3 2022 |
101 |
$117M |
+$19.4M |
-$12.8M |
+$6.58M |
PWV, DJD, KBWB, FLOT, XLE
|
13F-HR |
10/14/2022, 02:25 PM |
| Q2 2022 |
104 |
$114M |
+$18.7M |
-$22.2M |
-$3.51M |
PWV, RSPS, KBWB, FLOT, XLE
|
13F-HR |
8/8/2022, 02:27 PM |
| Q1 2022 |
113 |
$132M |
+$28.4M |
-$24.8M |
+$3.54M |
PWV, RSPS, XLE, KBWB, FLOT
|
13F-HR |
5/10/2022, 03:21 PM |
| Q4 2021 |
119 |
$129M |
+$22.8M |
-$17.6M |
+$5.13M |
PWV, KBWB, FLOT, XLE, RSPS
|
13F-HR |
2/2/2022, 03:46 PM |
| Q3 2021 |
124 |
$118M |
+$19.3M |
-$16.6M |
+$2.61M |
XLE, PWV, LMBS, QUAL, ISTB
|
13F-HR |
10/28/2021, 10:48 AM |
| Q2 2021 |
123 |
$117M |
+$28.3M |
-$23.3M |
+$5.01M |
LMBS, XLE, PWV, GTO, QUAL
|
13F-HR |
7/29/2021, 01:33 PM |
| Q1 2021 |
106 |
$106M |
+$19.9M |
-$16.5M |
+$3.44M |
XLE, GTO, LQD, GLD, QUAL
|
13F-HR |
5/4/2021, 01:54 PM |
| Q4 2020 |
103 |
$102M |
$0 |
$0 |
|
LQD, GTO, LMBS, IGSB, USMV
|
13F-HR |
2/1/2021, 10:59 AM |