Q3 2024 |
170 |
$437M |
+$7.35M |
-$30.5M |
-$23.2M |
AAPL, NVDA, MINT, COST, APO
|
13F-HR |
11/14/2024, 02:00 PM |
Q2 2024 |
168 |
$428M |
+$29.1M |
-$5.04M |
+$24M |
NVDA, AAPL, MINT, MSFT, COST
|
13F-HR |
8/14/2024, 04:55 PM |
Q1 2024 |
160 |
$415M |
+$6.82M |
-$12.4M |
-$5.59M |
AAPL, NVDA, MINT, MSFT, APO
|
13F-HR |
5/15/2024, 11:01 AM |
Q4 2023 |
166 |
$384M |
+$45.9M |
-$66.9M |
-$21M |
AAPL, MINT, MSFT, MDY, APO
|
13F-HR |
2/14/2024, 04:44 PM |
Q3 2023 |
170 |
$367M |
+$3.15M |
-$4.7M |
-$1.56M |
AAPL, MINT, APO, MSFT, BIL
|
13F-HR |
11/14/2023, 03:03 PM |
Q2 2023 |
175 |
$384M |
+$3.5M |
-$22.6M |
-$19.1M |
AAPL, MINT, MSFT, BIL, APO
|
13F-HR |
8/14/2023, 01:46 PM |
Q1 2023 |
167 |
$381M |
+$18.2M |
-$11.6M |
+$6.54M |
MINT, AAPL, BIL, SQQQ, MSFT
|
13F-HR |
5/2/2023, 09:15 AM |
Q4 2022 |
163 |
$376M |
+$79.1M |
-$24.4M |
+$54.8M |
BIL, MINT, SPXS, AAPL, ABT
|
13F-HR |
1/19/2023, 09:50 AM |
Q3 2022 |
172 |
$343M |
+$70.7M |
-$12.6M |
+$58.1M |
SPXS, AAPL, LNG, IVV, MSFT
|
13F-HR |
11/1/2022, 09:58 AM |
Q2 2022 |
164 |
$349M |
+$67.3M |
-$6.93M |
+$60.4M |
VTIP, SDOW, IAU, AAPL, FSK
|
13F-HR |
7/29/2022, 02:50 PM |
Q1 2022 |
177 |
$377M |
+$59.4M |
-$38.5M |
+$20.9M |
VTIP, IAU, AAPL, SDOW, IVV
|
13F-HR |
5/10/2022, 04:08 PM |
Q4 2021 |
187 |
$431M |
+$80M |
-$25.1M |
+$54.9M |
VTIP, IAU, AAPL, IVV, MSFT
|
13F-HR |
1/25/2022, 11:36 AM |
Q3 2021 |
178 |
$385M |
+$31.7M |
-$29.9M |
+$1.86M |
SDSXXXX, IAU, IGSB, AAPL, IVV
|
13F-HR |
10/29/2021, 12:08 PM |
Q2 2021 |
178 |
$392M |
+$30.9M |
-$18.8M |
+$12.1M |
IAU, IGSB, NVDA, AAPL, TBT
|
13F-HR |
8/3/2021, 01:31 PM |
Q1 2021 |
179 |
$358M |
+$57.8M |
-$47.4M |
+$10.4M |
IAUXXXX, IGSB, TBT, BSV, AAPL
|
13F-HR |
5/7/2021, 11:56 AM |
Q4 2020 |
165 |
$330M |
+$45.3M |
-$5.3M |
+$40M |
IAUXXXX, IGSB, AAPL, BSV, SCHO
|
13F-HR |
1/28/2021, 01:17 PM |
Q3 2020 |
154 |
$274M |
+$63M |
-$5.51M |
+$57.5M |
IAUXXXX, IGSB, BSV, AAPL, SCHO
|
13F-HR |
11/12/2020, 11:59 AM |
Q2 2020 |
137 |
$215M |
+$31.2M |
-$7.63M |
+$23.6M |
IAUXXXX, AAPL, SCHO, TOTL, APOXXXX
|
13F-HR |
8/11/2020, 12:37 PM |
Q1 2020 |
140 |
$186M |
+$50M |
-$15.7M |
+$34.4M |
IAUXXXX, AAPL, SCHO, TOTL, BX
|
13F-HR |
5/14/2020, 10:16 AM |
Q4 2019 |
151 |
$214M |
+$43.6M |
-$3.25M |
+$40.3M |
BSV, EEM, AAPL, SCHO, IEMG
|
13F-HR |
2/14/2020, 02:33 PM |
Q3 2019 |
133 |
$168M |
+$27.1M |
-$5.13M |
+$22M |
AAPL, IAUXXXX, IEMG, QIDXXXX, FNV
|
13F-HR |
11/12/2019, 12:48 PM |
Q2 2019 |
123 |
$162M |
+$3.76M |
-$1.81M |
+$1.95M |
VFH, AAPL, IEMG, IAUXXXX, IWM
|
13F-HR |
8/14/2019, 11:20 AM |
Q1 2019 |
124 |
$154M |
+$11M |
-$5.06M |
+$5.95M |
VFH, AAPL, IEMG, IWM, IAUXXXX
|
13F-HR |
5/15/2019, 12:33 PM |
Q4 2018 |
128 |
$140M |
+$16.6M |
-$8.5M |
+$8.09M |
VFH, IWO, AAPL, IAUXXXX, IEMG
|
13F-HR |
2/13/2019, 11:46 AM |
Q3 2018 |
136 |
$164M |
+$7.6M |
-$2.59M |
+$5M |
IWO, AAPL, VFH, MSFT, TBT
|
13F-HR |
11/13/2018, 01:55 PM |
Q2 2018 |
138 |
$158M |
+$8.29M |
-$6.96M |
+$1.33M |
IWO, VFH, AAPL, MSFT, IAUXXXX
|
13F-HR |
8/14/2018, 02:19 PM |
Q1 2018 |
124 |
$157M |
+$8.53M |
-$4.53M |
+$4M |
VFH, IWO, AAPL, IAUXXXX, IEMG
|
13F-HR |
5/16/2018, 12:18 PM |
Q4 2017 |
126 |
$157M |
+$9.3M |
-$7.71M |
+$1.6M |
VFH, IWO, AAPL, IAUXXXX, IEMG
|
13F-HR |
2/13/2018, 11:38 AM |
Q3 2017 |
116 |
$151M |
+$7.32M |
-$5.64M |
+$1.68M |
VFH, IWO, KRE, AAPL, IAUXXXX
|
13F-HR |
11/6/2017, 01:45 PM |
Q2 2017 |
112 |
$148M |
+$7.06M |
-$405K |
+$6.66M |
VFH, KRE, IWO, MLM, IEF
|
13F-HR |
8/15/2017, 12:27 PM |
Q1 2017 |
108 |
$139M |
+$18.6M |
-$12.6M |
+$5.98M |
VFH, KRE, IWO, IEF, IAUXXXX
|
13F-HR |
5/12/2017, 12:21 PM |
Q4 2016 |
120 |
$133M |
+$40.7M |
-$23.5M |
+$17.2M |
KRE, VFH, VWO, IWO, BND
|
13F-HR |
2/15/2017, 11:31 AM |
Q3 2016 |
112 |
$143M |
+$23.7M |
-$7.91M |
+$15.7M |
KYN, VWO, QQQXXXX, RSPXXXX, AAPL
|
13F-HR |
11/15/2016, 08:19 AM |
Q2 2016 |
116 |
$142M |
+$16.6M |
-$8.46M |
+$8.11M |
KYN, VWO, TWX, BND, QQQXXXX
|
Restatement |
11/30/2016, 10:50 AM |
Q1 2016 |
120 |
$159M |
+$31.8M |
-$21.3M |
+$10.6M |
VWO, KYN, AAPL, TWX, BND
|
13F-HR |
5/13/2016, 11:47 AM |
Q4 2015 |
281 |
$169M |
+$34.3M |
-$14.6M |
+$19.7M |
HEDJ, BND, SCHP, RSPXXXX, AAPL
|
13F-HR |
2/16/2016, 01:31 PM |
Q3 2015 |
125 |
$153M |
+$43.8M |
-$14.2M |
+$29.6M |
HEDJ, BND, RSPXXXX, SCHP, AAPL
|
13F-HR |
11/3/2015, 10:00 AM |
Q2 2015 |
127 |
$173M |
+$10.7M |
-$9.89M |
+$783K |
AAPL, EEM, RSPXXXX, BND, SCHP
|
13F-HR |
8/14/2015, 11:09 AM |
Q1 2015 |
134 |
$193M |
+$27.7M |
-$11.2M |
+$16.5M |
UWM, EEM, AAPL, RSPXXXX, BND
|
13F-HR |
5/14/2015, 04:01 PM |
Q4 2014 |
133 |
$195M |
+$55.6M |
-$8.59M |
+$47M |
UWM, SHY, RSPXXXX, IGOV, AAPL
|
13F-HR |
2/13/2015, 11:21 AM |
Q3 2014 |
137 |
$187M |
+$31.5M |
-$3.16M |
+$28.4M |
SHY, EEM, AAPL, RSPXXXX, IGOV
|
13F-HR |
11/13/2014, 01:58 PM |
Q2 2014 |
142 |
$191M |
+$27.2M |
-$11M |
+$16.2M |
RSPXXXX, IGOV, SHY, EWY, AAPL
|
13F-HR |
8/7/2014, 03:53 PM |
Q1 2014 |
153 |
$190M |
+$47.7M |
-$19.6M |
+$28.1M |
RSPXXXX, IWO, SHY, IGOV, EWY
|
13F-HR |
5/14/2014, 03:11 PM |
Q4 2013 |
140 |
$185M |
|
|
|
RSPXXXX, SHY, AAXJ, IGOV, IWO
|
13F-HR |
2/11/2014, 01:31 PM |