| Q2 2024 |
30 |
$102M |
+$1.93M |
-$6.48M |
-$4.55M |
VOO, GOOG, XYLD, SPY, JEPI
|
13F-HR |
8/14/2024, 02:20 PM |
| Q1 2024 |
34 |
$104M |
+$1.75M |
-$8M |
-$6.25M |
VOO, XYLD, GOOG, JEPI, SPY
|
13F-HR |
4/17/2024, 06:28 PM |
| Q4 2023 |
36 |
$104M |
+$18.4M |
-$17.9M |
+$421K |
VOO, XYLD, JEPI, GOOG, SPY
|
13F-HR |
1/19/2024, 04:37 PM |
| Q3 2023 |
33 |
$97.2M |
+$16.2M |
-$5.76M |
+$10.4M |
XYLD, VOO, JEPI, GOOGL, GOOG
|
13F-HR |
10/25/2023, 09:47 PM |
| Q2 2023 |
33 |
$88.4M |
+$15.7M |
-$20.5M |
-$4.79M |
VOO, XYLD, GOOGL, GOOG, SPY
|
13F-HR |
8/14/2023, 01:59 PM |
| Q1 2023 |
49 |
$86.8M |
+$16.8M |
-$3.1M |
+$13.7M |
VOO, GOOGL, GOOG, SPY, EFA
|
13F-HR |
5/10/2023, 05:25 PM |
| Q4 2022 |
42 |
$66.1M |
+$3.67M |
-$17.5M |
-$13.8M |
VOO, GOOGL, GOOG, IWM, SPY
|
13F-HR |
2/14/2023, 03:34 PM |
| Q3 2022 |
56 |
$79.4M |
+$24M |
-$7.91M |
+$16.1M |
VOO, GOOGL, GOOG, SPY, IWM
|
13F-HR |
11/3/2022, 06:24 PM |
| Q2 2022 |
59 |
$82.5M |
+$10.7M |
-$6.35M |
+$4.32M |
VOO, GOOGL, GOOG, SPY, IWM
|
13F-HR |
7/15/2022, 06:10 PM |
| Q1 2022 |
47 |
$77.1M |
+$16.2M |
-$6.88M |
+$9.33M |
VOO, GOOGL, GOOG, SPY, EFA
|
13F-HR |
5/12/2022, 09:30 PM |
| Q4 2021 |
66 |
$87.7M |
$0 |
$0 |
|
GOOGL, GOOG, VOO, IWM, EFA
|
13F-HR |
2/9/2022, 08:57 PM |