| Q2 2024 |
63 |
$62.8M |
+$1.95M |
-$179M |
-$177M |
AAPL, AMZN, AGG, VOO, PFF
|
13F-HR |
7/30/2024, 01:56 PM |
| Q1 2024 |
551 |
$180M |
$0 |
$0 |
|
PFF, SVAL, SDVY, ANGL, EQT
|
13F-HR |
4/12/2024, 03:12 PM |
| Q4 2023 |
55 |
$77.1M |
+$8.51M |
-$48.2M |
-$39.6M |
XOM, AAPL, JEPI, AGG, RDVY
|
Restatement |
2/16/2024, 03:44 PM |
| Q3 2023 |
134 |
$113M |
+$18.8M |
-$11M |
+$7.74M |
XOM, AAPL, AGG, BRKB, RDVY
|
13F-HR |
10/4/2023, 07:46 AM |
| Q2 2023 |
117 |
$109M |
+$18.3M |
-$11.1M |
+$7.15M |
AAPL, XOM, JEPI, RDVY, AGG
|
13F-HR |
7/21/2023, 10:55 AM |
| Q1 2023 |
116 |
$97.3M |
+$15.4M |
-$18.8M |
-$3.35M |
AAPL, XOM, RDVY, JEPI, AGG
|
13F-HR |
4/21/2023, 11:27 AM |
| Q4 2022 |
135 |
$94.8M |
+$8.05M |
-$10.6M |
-$2.6M |
XOM, AAPL, AGG, RDVY, SPLV
|
13F-HR |
1/31/2023, 11:52 AM |
| Q3 2022 |
149 |
$98.3M |
+$59.5M |
-$7.79M |
+$51.7M |
XOM, AAPL, RDVY, QQQ, AGG
|
13F-HR |
11/10/2022, 10:09 AM |
| Q2 2022 |
61 |
$46.4M |
$0 |
$0 |
|
XOM, AAPL, QQQ, AMZN, GOOGL
|
13F-HR |
8/17/2022, 10:08 AM |