Q2 2025 |
1,139 |
$1.51B |
+$969M |
-$1.23B |
-$256M |
BABA, GLD, HYG, BRO, MBB
|
13F-HR |
8/13/2025, 03:41 PM |
Q1 2025 |
1,283 |
$1.74B |
+$1.24B |
-$1.9B |
-$663M |
IVV, HYG, EMB, LPLA, K
|
13F-HR |
5/15/2025, 12:28 PM |
Q4 2024 |
1,238 |
$2.63B |
+$1.82B |
-$1.38B |
+$438M |
NVDA, SPY, QQQ, GOOGL, GOOG
|
13F-HR |
2/14/2025, 12:13 PM |
Q3 2024 |
1,509 |
$2.21B |
+$1.29B |
-$1.2B |
+$89.1M |
MUB, NVDA, VOO, IEF, QQQ
|
13F-HR |
11/14/2024, 04:09 PM |
Q2 2024 |
1,522 |
$2.05B |
+$1.37B |
-$1.04B |
+$328M |
AAPL, IEF, HYG, MUB, SMCI
|
13F-HR |
8/14/2024, 01:19 PM |
Q1 2024 |
1,320 |
$1.76B |
+$1.11B |
-$974M |
+$136M |
LQD, MUB, PXD, VCLT, SRG
|
13F-HR |
5/15/2024, 12:56 PM |
Q4 2023 |
1,203 |
$1.59B |
+$713M |
-$1.2B |
-$488M |
MUB, SPLK, PXD, EMB, SRG
|
13F-HR |
2/14/2024, 12:43 PM |
Q3 2023 |
2,285 |
$4.53B |
+$2.13B |
-$2.09B |
+$36.7M |
SPY, MUB, QQQ, MBB, HYG
|
13F-HR |
11/14/2023, 12:26 PM |
Q2 2023 |
2,194 |
$4.57B |
+$2.44B |
-$2.15B |
+$294M |
LQD, QQQ, SPY, QQQ, HYG
|
13F-HR |
8/14/2023, 11:11 AM |
Q1 2023 |
1,460 |
$4.07B |
+$2.26B |
-$1.05B |
+$1.22B |
QQQ, HYG, SPY, AGNC, QQQ
|
13F-HR |
5/15/2023, 03:57 PM |
Q4 2022 |
1,315 |
$3.54B |
+$1.22B |
-$2.27B |
-$1.05B |
HYG, SPY, BKLN, SPY, XLI
|
Restatement |
2/14/2023, 04:06 PM |
Q3 2022 |
1,426 |
$5.31B |
+$2.71B |
-$694M |
+$2.02B |
SPY, BKLN, QQQ, QQQ, HYG
|
13F-HR |
11/14/2022, 12:31 PM |
Q2 2022 |
1,569 |
$4.21B |
+$1.73B |
-$969M |
+$766M |
SPY, BKLN, QQQ, QQQ, HYG
|
Restatement |
8/17/2022, 03:28 PM |
Q1 2022 |
1,545 |
$5.2B |
+$2.5B |
-$911M |
+$1.59B |
SPY, HYG, BKLN, QQQ, QQQ
|
13F-HR |
5/16/2022, 11:40 AM |
Q4 2021 |
1,139 |
$4.84B |
+$3.83B |
-$138M |
+$3.69B |
HYG, IWM, QQQ, AAPL, QQQ
|
13F-HR |
2/14/2022, 03:32 PM |
Q3 2021 |
880 |
$1.22B |
+$791M |
-$807M |
-$16.5M |
NUAN, META, GGPI, MSFT, KSU
|
Restatement |
11/17/2021, 05:10 PM |
Q2 2021 |
1,027 |
$1.28B |
+$1.02B |
-$487M |
+$533M |
QQQ, EMB, BKLN, PFPT, AGNC
|
13F-HR |
8/16/2021, 04:16 PM |
Q1 2021 |
893 |
$711M |
+$491M |
-$566M |
-$74.9M |
XOM, WFC, QQQ, ROKU, ALXN
|
13F-HR |
5/17/2021, 08:40 AM |
Q4 2020 |
884 |
$2.55B |
+$1.89B |
-$691M |
+$1.2B |
AMZN, AAPL, CHTR, DOCU, TSLA
|
13F-HR |
2/16/2021, 07:43 AM |
Q3 2020 |
662 |
$1.5B |
+$533M |
-$529M |
+$3.72M |
SPY, IWM, SPY, LQD, MSFT
|
13F-HR |
11/16/2020, 08:54 AM |
Q2 2020 |
646 |
$1.66B |
+$456M |
-$933M |
-$478M |
IWM, SPY, SPY, IWM, KRE
|
13F-HR |
8/14/2020, 11:56 AM |
Q1 2020 |
574 |
$2.23B |
+$1.6B |
-$620M |
+$984M |
SPY, SPY, SPY, IWM, LQD
|
13F-HR |
5/15/2020, 09:36 AM |
Q4 2019 |
790 |
$2.04B |
+$1.13B |
-$516M |
+$613M |
IWM, FXI, AAPL, AGN, NFLX
|
13F-HR |
2/14/2020, 03:16 PM |
Q3 2019 |
596 |
$1.63B |
+$812M |
-$314M |
+$498M |
SPY, FXI, AABA, IWM, SPY
|
13F-HR |
11/13/2019, 12:38 PM |
Q2 2019 |
422 |
$1.67B |
+$955M |
-$541M |
+$414M |
AABA, FXI, QQQ, IWM, LQD
|
13F-HR |
8/13/2019, 10:44 AM |
Q1 2019 |
305 |
$1.49B |
+$549M |
-$379M |
+$170M |
SPY, AABA, QQQ, IWM, SPY
|
13F-HR |
5/14/2019, 09:28 AM |
Q4 2018 |
254 |
$1.27B |
+$650M |
-$272M |
+$378M |
AABA, QQQ, SPY, BABA, SPY
|
13F-HR |
2/13/2019, 12:49 PM |
Q3 2018 |
181 |
$1.15B |
+$870M |
-$115M |
+$755M |
SPY, IWM, SPY, IWM, AABA
|
13F-HR |
11/14/2018, 07:40 AM |
Q2 2018 |
99 |
$472M |
+$264M |
-$7.81M |
+$256M |
IWM, AABA, AABA, META, META
|
13F-HR |
8/3/2018, 04:21 PM |
Q1 2018 |
53 |
$419M |
+$281M |
-$31.8M |
+$249M |
IWM, META, META, GOOG, GOOG
|
13F-HR |
5/14/2018, 02:12 PM |
Q4 2017 |
39 |
$1.18B |
|
|
|
SPY, SPY, IWM, GOOGL, VXX
|
13F-HR |
2/6/2018, 12:21 PM |