Q3 2024 |
993 |
$259M |
+$36.7M |
-$28.3M |
+$8.38M |
SPY, FISR, IVV, AAPL, XLSR
|
13F-HR |
10/21/2024, 04:02 PM |
Q2 2024 |
982 |
$235M |
+$26.8M |
-$23M |
+$3.78M |
IVV, FISR, SPY, AAPL, SPDW
|
13F-HR |
7/31/2024, 10:35 AM |
Q1 2024 |
959 |
$232M |
+$37.6M |
-$31.8M |
+$5.83M |
SPY, IVV, FISR, XLSR, MSFT
|
13F-HR |
5/13/2024, 01:47 PM |
Q4 2023 |
1,078 |
$215M |
+$22.8M |
-$20M |
+$2.87M |
IVV, SPY, FISR, XLSR, QQQ
|
13F-HR |
2/21/2024, 02:28 PM |
Q3 2023 |
948 |
$196M |
+$22.6M |
-$18.5M |
+$4.09M |
IVV, SPY, FISR, BIL, XLSR
|
Restatement |
12/7/2023, 07:28 PM |
Q2 2023 |
836 |
$201M |
+$20.6M |
-$23.6M |
-$3.01M |
IVV, SPY, FISR, PM, QQQ
|
13F-HR |
7/25/2023, 12:44 PM |
Q1 2023 |
840 |
$202M |
+$36.1M |
-$25.9M |
+$10.2M |
IVV, FISR, PM, SPY, VZ
|
13F-HR |
5/22/2023, 04:10 PM |
Q4 2022 |
766 |
$192M |
+$22.5M |
-$17.1M |
+$5.41M |
IVV, FISR, GILD, PM, VZ
|
13F-HR |
2/7/2023, 02:31 PM |
Q3 2022 |
795 |
$171M |
+$28.1M |
-$17.6M |
+$10.6M |
IVV, FISR, ESGU, GILD, VZ
|
13F-HR |
11/9/2022, 01:27 PM |
Q2 2022 |
606 |
$175M |
+$30.3M |
-$20.6M |
+$9.69M |
IVV, FISR, QQQ, ESGU, VZ
|
13F-HR |
8/30/2022, 03:59 PM |
Q1 2022 |
595 |
$184M |
+$103M |
-$14M |
+$89.1M |
IVV, FISR, ESGU, SPY, QQQ
|
13F-HR |
5/12/2022, 02:05 PM |
Q4 2021 |
304 |
$97.5M |
$0 |
$0 |
|
FISR, ESGU, XLSR, SPY, QQQ
|
13F-HR |
2/16/2022, 05:14 PM |