| Q3 2024 |
1,150 |
$625M |
+$70.2M |
-$289M |
-$218M |
VOXR, VOO, ACIO, DRSK, IUSB
|
13F-HR |
10/11/2024, 04:22 PM |
| Q2 2024 |
1,795 |
$804M |
+$753M |
-$1.46M |
+$752M |
VOXR, IUSB, VOO, ACIO, DRSK
|
13F-HR |
7/16/2024, 03:59 PM |
| Q1 2024 |
543 |
$52.6M |
+$25.5M |
-$587M |
-$562M |
ET, GILD, PHYS, BRKB, EPD
|
13F-HR |
5/6/2024, 03:56 PM |
| Q4 2023 |
1,114 |
$598M |
+$336M |
-$94.8M |
+$242M |
VOXR, IUSB, VOO, DRSK, ACIO
|
13F-HR |
1/29/2024, 04:01 PM |
| Q3 2023 |
1,352 |
$338M |
+$132M |
-$393M |
-$261M |
VOXR, AAPL, BRKB, TSLA, SCHD
|
Restatement |
11/13/2023, 10:44 AM |
| Q2 2023 |
1,438 |
$616M |
+$327M |
-$129M |
+$199M |
IUSB, VGIT, FALN, VOO, BRKB
|
13F-HR |
7/25/2023, 12:22 PM |
| Q1 2023 |
134 |
$410M |
$0 |
$0 |
|
IEF, VOXR, IUSB, VEA, VOO
|
13F-HR |
6/1/2023, 02:41 PM |