| Q4 2025 |
|
|
|
|
$0 |
|
13F-NT |
05 Feb 2026, 12:42 |
| Q3 2025 |
799 |
$603,227,149 |
+$37,685,301 |
-$36,933,178 |
+$752,123 |
BUFR, BUFD, BUFQ, QQQ, IVV
|
13F-HR |
12 Nov 2025, 10:07 |
| Q2 2025 |
816 |
$565,985,513 |
+$168,787,201 |
-$111,758,385 |
+$57,028,816 |
BUFR, BUFD, BUFQ, QQQ, IVV
|
13F-HR |
04 Aug 2025, 14:22 |
| Q1 2025 |
753 |
$477,081,709 |
+$105,538,912 |
-$51,152,867 |
+$54,386,045 |
CLIP, BUFR, BUFD, BUFQ, SCHD
|
13F-HR |
02 May 2025, 18:06 |
| Q4 2024 |
909 |
$436,609,828 |
+$37,848,738 |
-$14,487,810 |
+$23,360,928 |
BUFR, BUFD, BUFQ, CLIP, SCHD
|
13F-HR |
12 Feb 2025, 16:15 |
| Q3 2024 |
983 |
$425,315,766 |
+$37,116,941 |
-$14,307,047 |
+$22,809,894 |
CLIP, BUFR, BUFD, BUFQ, SCHD
|
13F-HR |
25 Oct 2024, 16:25 |
| Q2 2024 |
1,027 |
$387,099,758 |
+$129,865,212 |
-$25,426,743 |
+$104,438,469 |
BUFR, BUFD, BUFQ, CLIP, SCHD
|
13F-HR |
13 Aug 2024, 11:37 |
| Q1 2024 |
831 |
$292,277,782 |
+$19,538,684 |
-$67,469,589 |
-$47,930,905 |
BUFR, BUFD, BIL, BUFQ, IVV
|
13F-HR |
15 May 2024, 19:20 |
| Q4 2023 |
801 |
$321,604,262 |
$0 |
$0 |
$0 |
IVV, BUFR, QQQ, BUFD, BUFQ
|
13F-HR |
01 Mar 2024, 12:48 |