Q1 2025 |
59 |
$230M |
+$80.9M |
-$78.8M |
+$2.08M |
JPST, SPY, RFIX, EEM, QQQ
|
13F-HR |
4/10/2025, 05:11 PM |
Q4 2024 |
62 |
$226M |
+$75.2M |
-$48.8M |
+$26.4M |
EDV, SPY, JPST, XLP, IWM
|
13F-HR |
3/3/2025, 01:03 PM |
Q3 2024 |
61 |
$208M |
+$28M |
-$32M |
-$4.07M |
EDV, SPY, IWM, SPLV, EFA
|
13F-HR |
10/4/2024, 04:35 PM |
Q2 2024 |
72 |
$198M |
+$61.2M |
-$43.2M |
+$18M |
SPY, EDV, IWM, SPLV, EFA
|
13F-HR |
8/5/2024, 05:13 PM |
Q1 2024 |
84 |
$181M |
+$22.7M |
-$19.4M |
+$3.24M |
SPY, EDV, IWM, EFA, AMZN
|
13F-HR |
4/19/2024, 12:32 PM |
Q4 2023 |
74 |
$168M |
+$17.4M |
-$50.3M |
-$32.9M |
SPY, EDV, IWM, QQQ, AMZN
|
13F-HR |
1/8/2024, 09:45 PM |
Q3 2023 |
81 |
$186M |
+$56.5M |
-$9.74M |
+$46.7M |
SPY, IWM, EFA, OMFL, QQQ
|
13F-HR |
10/10/2023, 09:05 PM |
Q2 2023 |
78 |
$154M |
+$44.7M |
-$34.3M |
+$10.5M |
SPY, IWM, EDV, OMFL, KR
|
13F-HR |
7/13/2023, 09:46 PM |
Q1 2023 |
62 |
$147M |
+$25.8M |
-$46.6M |
-$20.9M |
SPY, QQQ, OMFL, MKC, AMZN
|
13F-HR |
5/10/2023, 08:10 PM |
Q4 2022 |
73 |
$168M |
+$36.5M |
-$59.4M |
-$22.9M |
SPY, IWM, OMFL, QQQ, JNJ
|
13F-HR |
1/31/2023, 07:44 PM |
Q3 2022 |
64 |
$180M |
+$23.9M |
-$12.4M |
+$11.5M |
SPY, IWM, QQQ, JNJ, OMFL
|
13F-HR |
10/31/2022, 06:22 PM |
Q2 2022 |
65 |
$195M |
+$13.6M |
-$10.2M |
+$3.4M |
SPY, IWM, V, QQQ, AAPL
|
13F-HR |
8/4/2022, 07:40 AM |
Q1 2022 |
67 |
$244M |
+$79.3M |
-$35.3M |
+$44M |
SPY, IWM, V, QQQ, AAPL
|
13F-HR |
5/10/2022, 03:08 PM |
Q4 2021 |
60 |
$246M |
+$33.9M |
-$26.2M |
+$7.7M |
SPY, CVX, IWM, CSCO, TXN
|
13F-HR |
2/11/2022, 03:54 PM |
Q3 2021 |
59 |
$234M |
+$16.4M |
-$11.2M |
+$5.18M |
SPY, CVX, TXN, IWP, HD
|
13F-HR |
10/19/2021, 01:24 PM |
Q2 2021 |
59 |
$233M |
+$65.2M |
-$30.1M |
+$35.2M |
SPY, CVX, JNJ, TXN, IWP
|
13F-HR |
8/2/2021, 09:10 PM |
Q1 2021 |
49 |
$190M |
$0 |
$0 |
|
SPY, XLE, HON, JNJ, INTC
|
13F-HR |
4/22/2021, 08:49 PM |
Q4 2020 |
50 |
$191M |
+$71.3M |
-$26.7M |
+$44.6M |
SPY, XLE, HON, JNJ, INTC
|
13F-HR |
1/22/2021, 04:20 PM |
Q3 2020 |
48 |
$166M |
+$14.1M |
-$7.78M |
+$6.32M |
SPY, IOO, AMGN, HON, MO
|
13F-HR |
10/15/2020, 06:18 PM |
Q2 2020 |
51 |
$163M |
+$14M |
-$6.67M |
+$7.38M |
SPY, IOO, CVX, CSCO, BP
|
13F-HR |
7/15/2020, 04:58 PM |
Q1 2020 |
50 |
$138M |
+$21.1M |
-$4.74M |
+$16.3M |
SPY, IOO, CSCO, BP, BMY
|
13F-HR |
4/28/2020, 04:46 PM |
Q4 2019 |
53 |
$160M |
+$55.8M |
-$148M |
-$92.3M |
SPY, IOO, CSCO, CVX, MO
|
13F-HR |
1/16/2020, 05:33 PM |
Q3 2019 |
48 |
$103M |
+$18.8M |
-$4.4M |
+$14.4M |
REGL, EFA, IWM, IOO, ANGL
|
13F-HR |
10/28/2019, 06:12 PM |
Q2 2019 |
52 |
$128M |
+$20.8M |
-$7.36M |
+$13.4M |
SPY, REGL, EFA, IOO, ANGL
|
13F-HR |
7/29/2019, 01:31 PM |
Q1 2019 |
49 |
$116M |
+$2.55M |
-$35M |
-$32.5M |
SPY, REGL, IOO, ANGL, RIGS
|
13F-HR |
4/9/2019, 09:54 AM |
Q4 2018 |
57 |
$145M |
+$67M |
-$6.97M |
+$60M |
SPY, REGL, IWM, IOO, EFA
|
13F-HR |
2/8/2019, 03:52 PM |
Q3 2018 |
73 |
$147M |
+$5.75M |
-$4.02M |
+$1.74M |
SPY, KLDW, IWM, EFA, CSM
|
13F-HR |
10/29/2018, 05:04 PM |
Q2 2018 |
73 |
$148M |
+$63.9M |
-$107M |
-$43.2M |
SPY, KLDW, IWM, EFA, DLS
|
13F-HR |
8/7/2018, 09:58 AM |
Q1 2018 |
57 |
$131M |
+$14.9M |
-$5.22M |
+$9.66M |
USMV, LRGF, EFA, HEFA, FIBR
|
13F-HR |
4/24/2018, 12:22 PM |
Q4 2017 |
60 |
$142M |
|
|
|
SPY, LRGF, USMV, EFA, HEFA
|
13F-HR |
2/12/2018, 11:33 AM |