| Q3 2024 |
19 |
$215M |
+$32.4M |
-$23.8M |
+$8.6M |
SPY, GOVT, QLTA, JAAA, VCIT
|
13F-HR |
10/3/2024, 10:40 AM |
| Q2 2024 |
19 |
$196M |
+$53.3M |
-$44.5M |
+$8.8M |
SPY, QLTA, JAAA, VCIT, COWZ
|
13F-HR |
7/10/2024, 04:28 PM |
| Q1 2024 |
24 |
$175M |
$0 |
$0 |
|
SPY, QLTA, DGRO, VCIT, SHY
|
13F-HR |
4/16/2024, 03:58 PM |
| Q4 2023 |
24 |
$175M |
+$34.8M |
-$23.6M |
+$11.1M |
SPY, QLTA, DGRO, VCIT, SHY
|
13F-HR |
1/31/2024, 11:07 AM |
| Q3 2023 |
25 |
$152M |
+$21.8M |
-$18.9M |
+$2.9M |
SPY, DGRO, QLTA, SHY, COWZ
|
13F-HR |
11/1/2023, 04:10 PM |
| Q2 2023 |
27 |
$154M |
+$8.13M |
-$11.2M |
-$3.04M |
SPY, DGRO, QLTA, SHY, COWZ
|
13F-HR |
7/17/2023, 02:33 PM |
| Q1 2023 |
26 |
$156M |
+$25.6M |
-$8.86M |
+$16.7M |
SPY, DGRO, QLTA, SHY, COWZ
|
13F-HR |
4/10/2023, 04:55 PM |
| Q4 2022 |
28 |
$136M |
+$28.8M |
-$13M |
+$15.8M |
DGRO, SPY, SHY, QLTA, TLT
|
13F-HR |
3/8/2023, 03:03 PM |
| Q3 2022 |
18 |
$113M |
+$33.2M |
-$5.49M |
+$27.7M |
DGRO, SPY, SHY, TLT, COWZ
|
13F-HR |
10/12/2022, 03:36 PM |
| Q2 2022 |
15 |
$90.7M |
+$12.9M |
-$18.9M |
-$6.04M |
DGRO, SPY, IEF, COWZ, QQQ
|
13F-HR |
7/25/2022, 11:44 AM |
| Q1 2022 |
16 |
$112M |
+$1.3M |
-$12.9M |
-$11.6M |
SPY, DGRO, QQQ, IEF, LQD
|
13F-HR |
4/12/2022, 02:38 PM |
| Q4 2021 |
13 |
$132M |
+$23.9M |
-$22.2M |
+$1.73M |
SPY, DGRO, QQQ, LQD, IEF
|
13F-HR |
1/14/2022, 06:10 PM |
| Q3 2021 |
8 |
$120M |
+$13.6M |
-$11.9M |
+$1.72M |
SPY, DGRO, AGG, QQQ, LQD
|
13F-HR |
10/13/2021, 12:27 PM |
| Q2 2021 |
9 |
$118M |
+$767K |
-$5.17M |
-$4.4M |
SPY, DGRO, AGG, RPV, QQQ
|
13F-HR |
7/19/2021, 09:25 AM |
| Q1 2021 |
12 |
$116M |
+$21.6M |
-$64.5M |
-$42.8M |
SPY, DGRO, AGG, RPV, QQQ
|
13F-HR |
4/15/2021, 02:29 PM |
| Q4 2020 |
11 |
$157M |
$0 |
$0 |
|
SPY, GSY, AGG, QQQ, DGRO
|
13F-HR |
3/22/2021, 12:38 PM |