| Q3 2024 |
67 |
$142M |
+$27M |
-$17.6M |
+$9.4M |
QQQM, UCON, QUAL, QQQ, LMBS
|
13F-HR |
10/15/2024, 04:43 PM |
| Q2 2024 |
287 |
$129M |
+$23.1M |
-$21.1M |
+$1.98M |
QQQM, UCON, QUAL, MTUM, LMBS
|
13F-HR |
7/24/2024, 01:20 PM |
| Q1 2024 |
55 |
$126M |
+$4.43M |
-$19.8M |
-$15.4M |
QQQM, UCON, QUAL, USMV, MTUM
|
13F-HR |
5/15/2024, 01:56 PM |
| Q4 2023 |
328 |
$133M |
+$61.8M |
-$102M |
-$40.1M |
QQQM, UCON, FIXD, QUAL, USMV
|
13F-HR |
2/6/2024, 04:20 PM |
| Q3 2023 |
60 |
$164M |
+$57.1M |
-$94.2M |
-$37.1M |
IVV, QQQM, VTV, QUAL, QQQ
|
13F-HR |
11/14/2023, 11:48 AM |
| Q2 2023 |
63 |
$206M |
+$14M |
-$14.3M |
-$299K |
IVV, QQQ, FTSM, UCON, LDSF
|
13F-HR |
7/11/2023, 04:13 PM |
| Q1 2023 |
65 |
$195M |
+$15.5M |
-$9.89M |
+$5.62M |
IVV, QQQ, FTSM, UCON, LDSF
|
13F-HR |
4/13/2023, 04:06 PM |
| Q4 2022 |
60 |
$179M |
+$83.3M |
-$86.8M |
-$3.54M |
IVV, QQQ, LDSF, VTV, FTSM
|
13F-HR |
2/14/2023, 02:51 PM |
| Q3 2022 |
377 |
$176M |
+$38.5M |
-$2.23M |
+$36.2M |
VOO, VUG, LDSF, FTSM, USMV
|
Restatement |
10/14/2022, 04:32 PM |
| Q2 2022 |
52 |
$146M |
$0 |
$0 |
|
VOO, VUG, LDSF, FTSM, FMB
|
13F-HR |
8/3/2022, 02:48 PM |