| Q3 2024 |
165 |
$272M |
+$48.6M |
-$4.47M |
+$44.1M |
YEAR, TLT, SPY, DFLV, IUSG
|
13F-HR |
10/16/2024, 10:42 AM |
| Q2 2024 |
153 |
$217M |
+$33.9M |
-$6.24M |
+$27.7M |
YEAR, TLT, SPY, IUSG, DFLV
|
13F-HR |
7/30/2024, 05:05 PM |
| Q1 2024 |
154 |
$190M |
+$62.5M |
-$28M |
+$34.5M |
TLT, YEAR, SPY, DFLV, IUSG
|
13F-HR |
5/7/2024, 12:35 PM |
| Q4 2023 |
152 |
$146M |
+$12.8M |
-$12.8M |
+$12.5K |
YEAR, IVV, AAPL, PFF, LLY
|
13F-HR |
2/14/2024, 05:56 PM |
| Q3 2023 |
143 |
$136M |
+$17.2M |
-$6.98M |
+$10.2M |
YEAR, IVV, AAPL, PFF, LLY
|
13F-HR |
11/14/2023, 05:04 PM |
| Q2 2023 |
128 |
$129M |
+$10.3M |
-$5.76M |
+$4.56M |
YEAR, AAPL, PFF, VEA, IVV
|
13F-HR |
8/14/2023, 02:08 PM |
| Q1 2023 |
125 |
$120M |
+$13.5M |
-$8.69M |
+$4.81M |
YEAR, AAPL, VPU, PFF, SGOL
|
13F-HR |
5/15/2023, 02:50 PM |
| Q4 2022 |
125 |
$112M |
$0 |
$0 |
|
VPU, PFF, AAPL, USB, SGOL
|
13F-HR |
2/14/2023, 11:25 AM |