Q1 2025 |
87 |
$443M |
+$24.3M |
-$51.9M |
-$27.5M |
JEPI, IVV, JEPQ, COWZ, RSP
|
13F-HR |
4/14/2025, 05:31 PM |
Q4 2024 |
95 |
$490M |
+$40.7M |
-$36M |
+$4.7M |
IVV, JEPI, COWZ, JEPQ, RSP
|
13F-HR |
1/21/2025, 05:14 PM |
Q3 2024 |
76 |
$478M |
+$54.3M |
-$32.4M |
+$21.9M |
JEPI, IVV, COWZ, JEPQ, RSP
|
13F-HR |
10/10/2024, 11:43 AM |
Q2 2024 |
82 |
$442M |
+$49.5M |
-$61M |
-$11.5M |
JEPI, IVV, COWZ, JEPQ, RSP
|
13F-HR |
8/2/2024, 06:32 AM |
Q1 2024 |
77 |
$459M |
+$58.6M |
-$22.9M |
+$35.6M |
JEPI, COWZ, IVV, JEPQ, PNOV
|
13F-HR |
4/18/2024, 12:43 PM |
Q4 2023 |
76 |
$395M |
+$32.7M |
-$43.7M |
-$11M |
JEPI, COWZ, PNOV, IVV, NOG
|
13F-HR |
1/23/2024, 12:24 PM |
Q3 2023 |
86 |
$393M |
+$20.4M |
-$20.8M |
-$408K |
JEPI, COWZ, IVV, JPST, PNOV
|
13F-HR |
11/1/2023, 10:32 AM |
Q2 2023 |
74 |
$393M |
+$105M |
-$8.17M |
+$96.9M |
JEPI, COWZ, JPST, PNOV, IVV
|
13F-HR |
7/31/2023, 10:27 AM |
Q1 2023 |
67 |
$324M |
+$38.8M |
-$2.76M |
+$36M |
JEPI, JPST, COWZ, XDAP, IVV
|
13F-HR |
5/4/2023, 01:12 PM |
Q4 2022 |
59 |
$313M |
+$57.1M |
-$43.7M |
+$13.5M |
JEPI, JPST, COWZ, XDAP, IVV
|
13F-HR |
2/2/2023, 03:25 PM |
Q3 2022 |
60 |
$296M |
+$70.3M |
-$10.9M |
+$59.4M |
JEPI, JPST, IVV, COWZ, JEPQ
|
13F-HR |
11/14/2022, 04:53 PM |
Q2 2022 |
61 |
$301M |
+$74.9M |
-$34.1M |
+$40.8M |
JEPI, JPST, IVV, SVAL, NOG
|
13F-HR |
8/2/2022, 04:40 PM |
Q1 2022 |
79 |
$325M |
+$62.9M |
-$40.3M |
+$22.5M |
JEPI, IVV, JPST, SVAL, MTUM
|
13F-HR |
5/16/2022, 02:09 PM |
Q4 2021 |
78 |
$323M |
+$40.8M |
-$32.8M |
+$8.08M |
JEPI, IVV, SVAL, MTUM, JPST
|
13F-HR |
2/8/2022, 05:25 PM |
Q3 2021 |
85 |
$472M |
+$19.9M |
-$91.7M |
-$71.7M |
MODG, IVV, JEPI, MTUM, USMV
|
13F-HR |
11/15/2021, 06:22 PM |
Q2 2021 |
77 |
$580M |
+$142M |
-$47.6M |
+$94.2M |
MODG, COOP, IVV, JEPI, MTUM
|
13F-HR |
8/9/2021, 01:53 PM |
Q1 2021 |
83 |
$429M |
+$209M |
-$103M |
+$107M |
MODG, IVV, MTUM, USMV, SVAL
|
13F-HR |
5/17/2021, 10:28 AM |
Q4 2020 |
62 |
$316M |
+$40.5M |
-$20.1M |
+$20.4M |
COOP, IVV, USMV, MTUM, JEPI
|
13F-HR |
2/12/2021, 09:56 AM |
Q3 2020 |
69 |
$286M |
+$39.7M |
-$44.1M |
-$4.45M |
COOP, IVV, GLDMXXXX, MTUM, USMV
|
13F-HR |
11/16/2020, 07:45 AM |
Q2 2020 |
64 |
$260M |
+$49.1M |
-$64.2M |
-$15.1M |
IVV, COOP, MTUM, USMV, GLD
|
13F-HR |
8/13/2020, 07:50 AM |
Q1 2020 |
58 |
$231M |
+$57.8M |
-$16M |
+$41.8M |
IVV, NEAR, USMV, MTUM, MEAR
|
13F-HR |
5/13/2020, 05:44 PM |
Q4 2019 |
76 |
$292M |
+$40.8M |
-$8.84M |
+$32M |
IVV, COOP, MTUM, USMV, ELVT
|
13F-HR |
2/12/2020, 06:30 PM |
Q3 2019 |
92 |
$260M |
+$48.3M |
-$23.6M |
+$24.7M |
IVV, COOP, MTUM, USMV, MEAR
|
13F-HR |
10/29/2019, 08:39 AM |
Q2 2019 |
94 |
$257M |
+$26.1M |
-$22.1M |
+$4M |
IVV, COOP, IVE, USMV, MTUM
|
13F-HR |
8/5/2019, 03:54 PM |
Q1 2019 |
201 |
$261M |
+$41.6M |
-$92.3M |
-$50.7M |
IVV, COOP, IVE, MEAR, USMV
|
13F-HR |
5/14/2019, 05:41 PM |
Q4 2018 |
64 |
$256M |
|
|
|
CVNA, IVV, COOP, MEAR, IVE
|
13F-HR |
5/14/2019, 05:47 PM |