Q3 2024 |
68 |
$155M |
+$4.68M |
-$1.33M |
+$3.35M |
QQQ, SCHD, IWY, DGRW, SPY
|
13F-HR |
11/12/2024, 05:20 PM |
Q2 2024 |
67 |
$147M |
+$6.64M |
-$6.02M |
+$627K |
QQQ, SCHD, IWY, DGRW, AMZN
|
13F-HR |
7/17/2024, 05:33 PM |
Q1 2024 |
70 |
$143M |
+$4.34M |
-$13.4M |
-$9.05M |
QQQ, SCHD, IWY, DGRW, AMZN
|
13F-HR |
4/22/2024, 07:53 PM |
Q4 2023 |
73 |
$141M |
+$7.58M |
-$33.2M |
-$25.6M |
DGRW, SCHD, QQQ, IWY, SPY
|
13F-HR |
1/31/2024, 03:51 PM |
Q3 2023 |
81 |
$152M |
+$4.62M |
-$7.09M |
-$2.46M |
SCHD, DGRW, QQQ, IWY, AMZN
|
13F-HR |
10/25/2023, 09:51 PM |
Q2 2023 |
78 |
$160M |
+$5.03M |
-$450K |
+$4.58M |
SCHD, DGRW, QQQ, FTSM, IWY
|
13F-HR |
7/24/2023, 02:26 PM |
Q1 2023 |
74 |
$147M |
+$29.8M |
-$11.9M |
+$17.9M |
SCHD, DGRW, FTSM, QQQ, IWY
|
13F-HR |
5/15/2023, 04:13 PM |
Q4 2022 |
72 |
$123M |
$0 |
$0 |
|
SCHD, FTSM, FVD, QQQ, FIXD
|
13F-HR |
2/7/2023, 01:35 PM |