Q1 2025 |
294 |
$744M |
+$218M |
-$192M |
+$25.4M |
GLD, SPLG, USTB, CLOI, JMBS
|
13F-HR |
4/15/2025, 12:52 PM |
Q4 2024 |
292 |
$740M |
+$219M |
-$147M |
+$72M |
CLOI, SCHG, SPY, MOAT, GLD
|
13F-HR |
1/14/2025, 01:19 PM |
Q3 2024 |
308 |
$700M |
+$195M |
-$171M |
+$24.1M |
SPY, MOAT, MGV, GLD, SCHG
|
13F-HR |
10/11/2024, 10:19 AM |
Q2 2024 |
299 |
$654M |
+$195M |
-$153M |
+$42M |
SPY, XLG, GBIL, SCHG, MGK
|
13F-HR |
7/16/2024, 01:29 PM |
Q1 2024 |
304 |
$612M |
+$197M |
-$140M |
+$57.3M |
SPY, GBIL, SCHG, MOAT, XMHQ
|
13F-HR |
5/14/2024, 11:07 AM |
Q4 2023 |
288 |
$513M |
+$246M |
-$59.7M |
+$186M |
SPY, GBIL, GLD, AAPL, MOAT
|
13F-HR |
1/12/2024, 10:21 AM |
Q3 2023 |
196 |
$300M |
+$50.6M |
-$43.4M |
+$7.21M |
SPY, DGRO, IVV, VDE, AAPL
|
13F-HR |
10/13/2023, 12:55 PM |
Q2 2023 |
203 |
$327M |
+$120M |
-$33.6M |
+$86.5M |
SPY, XLK, SPHQ, SCHG, DGRO
|
13F-HR |
7/13/2023, 03:12 PM |
Q1 2023 |
173 |
$297M |
+$100M |
-$10.4M |
+$89.9M |
SPY, SPHQ, VGSH, BND, IVV
|
13F-HR |
4/28/2023, 01:43 PM |
Q4 2022 |
181 |
$258M |
+$66M |
-$25.3M |
+$40.7M |
SPY, FDL, VTV, IVV, GCOW
|
13F-HR |
2/10/2023, 10:19 AM |
Q3 2022 |
154 |
$236M |
+$76.3M |
-$18.5M |
+$57.8M |
SPY, DVY, XLY, VTV, IVV
|
13F-HR |
10/27/2022, 12:17 PM |
Q2 2022 |
160 |
$221M |
+$37.5M |
-$100M |
-$62.7M |
SPY, DBC, IVV, VTV, XLE
|
13F-HR |
8/25/2022, 10:34 AM |
Q1 2022 |
202 |
$377M |
+$180M |
-$91.9M |
+$87.6M |
SPY, SPHY, SRLN, FLTR, XLK
|
13F-HR |
4/21/2022, 02:35 PM |
Q4 2021 |
222 |
$379M |
+$110M |
-$36.4M |
+$73.5M |
JEPI, SPY, VOO, IMCG, SCHG
|
13F-HR |
2/11/2022, 02:25 PM |
Q3 2021 |
212 |
$362M |
+$145M |
-$229M |
-$84.5M |
SPY, VOO, VGSH, GSY, IMCG
|
13F-HR |
11/2/2021, 04:25 PM |
Q2 2021 |
258 |
$448M |
+$156M |
-$130M |
+$26M |
SPY, VOO, CWB, SPHY, QLD
|
13F-HR |
8/4/2021, 12:58 PM |
Q1 2021 |
225 |
$406M |
+$148M |
-$138M |
+$9.22M |
SPY, IGHG, VOO, IVOL, QQQ
|
13F-HR |
5/7/2021, 04:44 PM |
Q4 2020 |
227 |
$380M |
+$116M |
-$52.3M |
+$63.8M |
SPY, ARKK, VOO, IVV, ARKG
|
13F-HR |
1/26/2021, 02:41 PM |
Q3 2020 |
214 |
$344M |
+$111M |
-$28.8M |
+$82.3M |
GLD, VOO, VTI, ARKK, IUSG
|
13F-HR |
11/3/2020, 11:44 AM |
Q2 2020 |
178 |
$286M |
+$128M |
-$63.5M |
+$64.5M |
GLD, VTI, VOO, SCHP, IUSG
|
13F-HR |
7/14/2020, 11:20 AM |
Q1 2020 |
150 |
$222M |
+$112M |
-$30M |
+$82.1M |
IEI, VGSH, SCHO, VOO, SHYG
|
13F-HR |
4/14/2020, 04:16 PM |
Q4 2019 |
172 |
$265M |
+$123M |
-$22.4M |
+$100M |
VOO, FLTR, DGRO, XLF, SHYG
|
13F-HR |
2/25/2020, 10:21 AM |
Q3 2019 |
135 |
$233M |
+$92.8M |
-$5.98M |
+$86.8M |
VOO, XLY, DGRO, SHYG, VTV
|
13F-HR |
10/4/2019, 03:34 PM |
Q2 2019 |
446 |
$251M |
+$114M |
-$12.1M |
+$101M |
VCIT, VPU, XLRE, SHYG, XLB
|
13F-HR |
8/9/2019, 01:14 PM |
Q1 2019 |
123 |
$189M |
+$52.5M |
-$24.7M |
+$27.8M |
IWP, PUI, SHYG, VTV, SCHF
|
13F-HR |
5/22/2019, 04:09 PM |
Q4 2018 |
91 |
$159M |
+$65.3M |
-$42.3M |
+$23M |
SPYG, IWP, SHYG, VTV, VCIT
|
13F-HR |
2/13/2019, 09:44 AM |
Q3 2018 |
120 |
$183M |
|
|
|
QQQ, SHYG, VCIT, SCHF, VTV
|
13F-HR |
11/15/2018, 04:16 PM |