| Q2 2024 |
1,240 |
$4.43B |
+$466M |
-$272M |
+$194M |
VV, AAPL, CEF, MSFT, SPY
|
13F-HR |
7/10/2024, 03:20 PM |
| Q1 2024 |
1,177 |
$4.2B |
+$3.94B |
-$10.8M |
+$3.93B |
VV, CEF, AAPL, MSFT, SPY
|
13F-HR |
4/24/2024, 02:16 PM |
| Q4 2023 |
180 |
$258M |
+$82.2M |
-$8.08M |
+$74.1M |
IWY, FTSM, IVV, IWX, EFV
|
13F-HR |
1/29/2024, 02:29 PM |
| Q3 2023 |
93 |
$171M |
+$27M |
-$11M |
+$16M |
IWY, FTSM, IWX, IVV, EFV
|
13F-HR |
10/19/2023, 04:57 PM |
| Q2 2023 |
77 |
$161M |
+$14.6M |
-$9.44M |
+$5.16M |
IWY, FTSM, IWX, EFG, VMBS
|
13F-HR |
7/26/2023, 02:22 PM |
| Q1 2023 |
69 |
$150M |
+$37.8M |
-$6.4M |
+$31.4M |
FTSM, IWY, IWX, EFG, VMBS
|
13F-HR |
4/27/2023, 12:26 PM |
| Q4 2022 |
65 |
$113M |
+$92.1M |
-$54.9M |
+$37.2M |
FTSM, IWY, IWX, VMBS, EFV
|
13F-HR |
2/15/2023, 11:17 AM |
| Q3 2022 |
68 |
$74.5M |
+$16.7M |
-$7.97M |
+$8.74M |
SPTS, SPYG, BKLN, SPYV, SCHM
|
13F-HR |
10/12/2022, 12:14 PM |
| Q2 2022 |
53 |
$68.5M |
+$9.88M |
-$31.3M |
-$21.4M |
SPTS, SPYG, BKLN, SPYV, SCHM
|
13F-HR |
7/19/2022, 10:32 AM |
| Q1 2022 |
66 |
$103M |
+$12.9M |
-$82.9M |
-$70.1M |
SPYG, SCHM, SPYV, XLK, USHY
|
13F-HR |
5/19/2022, 06:38 PM |
| Q4 2021 |
60 |
$185M |
$0 |
$0 |
|
XLK, SPYG, SPYV, SCHM, SPAB
|
13F-HR |
2/25/2022, 12:02 PM |