| Q2 2024 |
909 |
$270M |
+$30.9M |
-$18.3M |
+$12.7M |
RSP, IVV, AAPL, IXUS, AGG
|
13F-HR |
7/25/2024, 11:47 AM |
| Q1 2024 |
858 |
$256M |
+$17.2M |
-$10.8M |
+$6.49M |
RSP, IVV, AAPL, SPTS, AGG
|
13F-HR |
5/9/2024, 05:27 PM |
| Q4 2023 |
878 |
$244M |
+$48.8M |
-$52.8M |
-$4.08M |
RSP, AAPL, IVV, SPTS, AGG
|
13F-HR |
2/12/2024, 05:43 PM |
| Q3 2023 |
905 |
$227M |
+$41.5M |
-$47.8M |
-$6.3M |
QQQE, RSP, AAPL, IVV, SPTI
|
13F-HR |
10/30/2023, 03:22 PM |
| Q2 2023 |
957 |
$231M |
+$154M |
-$1.64M |
+$153M |
QQQE, AAPL, IVV, IXUS, STIP
|
Restatement |
8/1/2023, 11:44 AM |
| Q1 2023 |
740 |
$73.3M |
+$3.47M |
-$101M |
-$97.9M |
IVV, IXUS, MUB, IJH, REET
|
13F-HR |
4/26/2023, 11:09 AM |
| Q4 2022 |
912 |
$223M |
$0 |
$0 |
|
RPV, AAPL, AGG, IVV, SCHJ
|
13F-HR |
1/24/2023, 10:12 AM |