| Q4 2025 |
213 |
$123,798,838 |
+$42,849,072 |
-$32,414,545 |
+$10,434,527 |
CSHI, VOO, SPYI, QQQI, BUCK
|
13F-HR |
02 Feb 2026, 14:50 |
| Q3 2025 |
141 |
$126,280,197 |
+$38,667,563 |
-$40,022,107 |
-$1,354,544 |
VOO, MSFT, CSHI, NVDA, VEA
|
13F-HR |
12 Nov 2025, 14:55 |
| Q2 2025 |
177 |
$122,996,233 |
+$26,049,524 |
-$38,960,068 |
-$12,910,544 |
CSHI, SVOL, CTA, NVDA, BUCK
|
13F-HR |
01 Aug 2025, 17:18 |
| Q1 2025 |
178 |
$126,050,552 |
+$51,275,122 |
-$5,456,487 |
+$45,818,635 |
VOO, VEA, MSFT, QQQ, AAPL
|
13F-HR |
08 May 2025, 08:29 |
| Q4 2024 |
139 |
$81,266,771 |
+$18,276,937 |
-$36,045,157 |
-$17,768,220 |
VOO, AAPL, BJUL, NVDA, MSFT
|
13F-HR |
23 Jan 2025, 15:47 |
| Q3 2024 |
142 |
$100,317,884 |
+$8,600,811 |
-$8,362,530 |
+$238,281 |
VOO, VEA, MSFT, VTI, QQQ
|
13F-HR |
24 Oct 2024, 17:14 |
| Q2 2024 |
133 |
$95,479,324 |
+$4,501,105 |
-$3,429,501 |
+$1,071,604 |
VOO, VEA, MSFT, VTI, QQQ
|
13F-HR |
01 Aug 2024, 15:54 |
| Q1 2024 |
134 |
$93,344,173 |
+$11,126,868 |
-$3,651,036 |
+$7,475,832 |
VOO, VEA, MSFT, VTI, PJAN
|
13F-HR |
23 May 2024, 12:24 |
| Q4 2023 |
120 |
$80,768,713 |
$0 |
$0 |
$0 |
VOO, VEA, MSFT, VTI, PJAN
|
13F-HR |
22 May 2024, 17:16 |