| Q2 2024 |
97 |
$196M |
+$14.7M |
-$6.4M |
+$8.31M |
IVV, IWF, SMH, MSFT, IOO
|
13F-HR |
7/19/2024, 07:33 PM |
| Q1 2024 |
93 |
$181M |
+$6.47M |
-$3.87M |
+$2.61M |
IVV, IWF, SMH, MSFT, IOO
|
13F-HR |
4/23/2024, 09:50 AM |
| Q4 2023 |
87 |
$161M |
+$9.11M |
-$3.24M |
+$5.87M |
IVV, IWF, SMH, MSFT, IOO
|
13F-HR |
2/5/2024, 10:06 AM |
| Q3 2023 |
84 |
$139M |
+$5.21M |
-$4.28M |
+$926K |
IVV, IWF, IOO, MSFT, SMH
|
13F-HR |
10/16/2023, 08:48 AM |
| Q2 2023 |
85 |
$143M |
+$14.8M |
-$1.95M |
+$12.8M |
IVV, IWF, MSFT, IOO, SMH
|
13F-HR |
7/17/2023, 02:31 PM |
| Q1 2023 |
79 |
$121M |
+$9.05M |
-$10.4M |
-$1.36M |
IVV, IWF, IOO, MSFT, AAPL
|
13F-HR |
4/21/2023, 02:45 PM |
| Q4 2022 |
80 |
$113M |
+$15.4M |
-$7.94M |
+$7.44M |
IVV, IWF, XLF, MSFT, FLOT
|
13F-HR |
1/25/2023, 02:14 PM |
| Q3 2022 |
71 |
$100M |
+$12.5M |
-$4.89M |
+$7.57M |
IVV, IWF, AAPL, MSFT, XLF
|
13F-HR |
11/14/2022, 09:46 AM |
| Q2 2022 |
81 |
$103M |
+$21.6M |
-$14.1M |
+$7.49M |
IVV, IWF, AAPL, MSFT, XLF
|
13F-HR |
8/12/2022, 11:07 AM |
| Q1 2022 |
93 |
$118M |
+$12.9M |
-$7.74M |
+$5.2M |
IWF, IVV, AAPL, MSFT, XLF
|
Restatement |
5/13/2022, 04:21 PM |
| Q4 2021 |
95 |
$120M |
+$10.5M |
-$4.69M |
+$5.86M |
IWF, IVV, AAPL, MSFT, FDX
|
13F-HR |
2/14/2022, 02:52 PM |
| Q3 2021 |
83 |
$104M |
+$5.04M |
-$12.3M |
-$7.27M |
IWF, AAPL, MSFT, XLF, GOOGL
|
13F-HR |
11/3/2021, 01:26 PM |
| Q2 2021 |
88 |
$113M |
+$6.08M |
-$11.3M |
-$5.25M |
IWF, FDX, AAPL, MSFT, XLF
|
13F-HR |
8/11/2021, 08:44 AM |
| Q1 2021 |
90 |
$111M |
+$18.3M |
-$4M |
+$14.3M |
IWF, FDX, AAPL, DIS, BABA
|
13F-HR |
5/10/2021, 05:20 PM |
| Q4 2020 |
82 |
$93M |
$0 |
$0 |
|
IWF, BABA, AAPL, FDX, DIS
|
13F-HR |
2/11/2021, 07:10 PM |