Q4 2024 |
86 |
$384M |
+$42.3M |
-$22.3M |
+$20M |
MSFT, CRM, XLG, AMZN, QQQ
|
Restatement |
1/28/2025, 12:27 PM |
Q3 2024 |
77 |
$342M |
+$30.1M |
-$73.2M |
-$43.1M |
MSFT, XLG, CRM, AMZN, QQQ
|
Restatement |
1/28/2025, 12:26 PM |
Q2 2024 |
76 |
$382M |
+$66.8M |
-$40.8M |
+$25.9M |
MSFT, AMZN, XLG, QQQ, CRM
|
13F-HR |
7/30/2024, 09:17 PM |
Q1 2024 |
79 |
$352M |
+$117M |
-$6.29K |
+$117M |
MSFT, XLG, IBIT, AMZN, QQQ
|
13F-HR |
4/18/2024, 02:29 PM |
Q4 2023 |
8 |
$267K |
|
|
|
SPY, SHV, BND, XLC, BMY
|
13F-HR |
1/30/2024, 05:46 PM |
Q3 2023 |
81 |
$230M |
+$43.8M |
-$46.6M |
-$2.72M |
MSFT, AGG, AMZN, SHV, XLK
|
13F-HR |
10/20/2023, 12:42 PM |
Q2 2023 |
83 |
$252M |
+$58.9M |
-$37.7M |
+$21.2M |
SHV, AGG, MSFT, AMZN, XLK
|
13F-HR |
7/25/2023, 12:22 PM |
Q1 2023 |
82 |
$237M |
+$26.9M |
-$30.4M |
-$3.52M |
AGG, SHV, VEA, XLK, GLD
|
13F-HR |
4/25/2023, 01:19 PM |
Q4 2022 |
79 |
$250M |
+$51.2M |
-$40.4M |
+$10.8M |
AGG, VTV, SHV, VEA, XLK
|
13F-HR |
1/20/2023, 05:09 PM |
Q3 2022 |
86 |
$250M |
+$18.6M |
-$8M |
+$10.6M |
AGG, SHV, XLK, VEA, IEMG
|
13F-HR |
10/24/2022, 06:23 PM |
Q2 2022 |
84 |
$294M |
+$100M |
-$35.7M |
+$64.5M |
AGG, VCSH, SHV, XLK, VEA
|
13F-HR |
8/1/2022, 10:56 AM |
Q1 2022 |
82 |
$297M |
+$78.1M |
-$5.21M |
+$72.8M |
AGG, SHV, XLK, HEFA, VEA
|
13F-HR |
4/22/2022, 11:53 AM |
Q4 2021 |
99 |
$283M |
+$75M |
-$135M |
-$60.4M |
AGG, XLK, SHV, VEA, XLV
|
13F-HR |
1/27/2022, 01:41 PM |
Q3 2021 |
99 |
$375M |
+$51.1M |
-$52.7M |
-$1.6M |
AGG, VCSH, XLK, VEA, HYG
|
13F-HR |
10/22/2021, 01:16 PM |
Q2 2021 |
91 |
$374M |
+$12.4M |
-$85.1M |
-$72.7M |
AGG, VCSH, VEA, XLK, HYG
|
13F-HR |
7/23/2021, 12:44 PM |
Q1 2021 |
94 |
$441M |
+$150M |
-$97.9M |
+$52.2M |
VCSH, AGG, VEA, XLK, HYG
|
13F-HR |
4/22/2021, 12:19 PM |
Q4 2020 |
44 |
$379M |
+$54.8M |
-$22.3M |
+$32.5M |
AGG, VCSH, VEA, XLK, MBB
|
13F-HR |
1/20/2021, 05:09 PM |
Q3 2020 |
45 |
$415M |
+$47.4M |
-$18.4M |
+$28.9M |
GOVT, AGG, VCSH, VEA, MBB
|
13F-HR |
10/16/2020, 03:18 PM |
Q2 2020 |
39 |
$380M |
|
|
|
GOVT, AGG, VCSH, IEMG, VEA
|
13F-HR |
7/14/2020, 01:44 PM |
Q1 2020 |
6 |
$49.6M |
|
|
|
VGSH, XLK, MBB, VNQ, EWJ
|
13F-HR |
4/13/2020, 11:38 AM |
Q4 2019 |
59 |
$310M |
+$16.3M |
-$44.9M |
-$28.6M |
VCSH, AGG, VGSH, IEMG, IEF
|
13F-HR |
1/22/2020, 06:19 PM |
Q3 2019 |
59 |
$330M |
+$41M |
-$19.8M |
+$21.2M |
VCSH, AGG, VGSH, IEF, IEMG
|
13F-HR |
10/10/2019, 02:46 PM |
Q2 2019 |
82 |
$324M |
+$269M |
-$36M |
+$233M |
VCSH, AGG, VGSH, IEF, IEMG
|
13F-HR |
7/26/2019, 11:17 AM |
Q1 2019 |
17 |
$94.8M |
+$23M |
-$16.2M |
+$6.81M |
FLOT, AGG, EWJ, EZU, BABA
|
13F-HR |
4/16/2019, 01:35 PM |
Q4 2018 |
89 |
$289M |
+$77.6M |
-$47.3M |
+$30.3M |
VCSH, FLOT, VGSH, IEMG, IEF
|
13F-HR |
2/6/2019, 02:58 PM |
Q3 2018 |
82 |
$275M |
+$105M |
-$29.3M |
+$76.2M |
VCSH, FLOT, EWJ, IEMG, XLF
|
13F-HR |
10/10/2018, 01:46 PM |
Q2 2018 |
68 |
$202M |
+$26.6M |
-$58.6M |
-$32M |
VCSH, FLOT, EZU, XLK, IEMG
|
13F-HR |
7/10/2018, 09:00 PM |
Q1 2018 |
73 |
$253M |
+$47.9M |
-$133M |
-$84.8M |
VCSH, FLOT, EZU, IEMG, XLF
|
13F-HR |
5/15/2018, 05:39 PM |
Q4 2017 |
62 |
$360M |
+$66.4M |
-$19.6M |
+$46.9M |
VCSH, DBJP, AGG, IEMG, EZU
|
13F-HR |
2/6/2018, 03:21 PM |
Q3 2017 |
70 |
$334M |
+$157M |
-$58.2M |
+$98.9M |
VCSH, IEMG, AGG, DBJP, EZU
|
13F-HR |
11/3/2017, 10:27 AM |
Q2 2017 |
55 |
$244M |
+$16.5M |
-$32.4M |
-$15.9M |
VCSH, IGIB, LQD, IEMG, SHYG
|
13F-HR |
8/3/2017, 10:38 AM |
Q1 2017 |
63 |
$173M |
|
|
|
VCSH, IEMG, SHYG, IEF, CWB
|
13F-HR |
5/15/2017, 11:03 AM |