| Q3 2025 |
370 |
$661M |
+$15.1M |
-$436M |
-$421M |
AAPL, MSFT, LCLG, SPYG, META
|
13F-HR |
11/3/2025, 05:14 PM |
| Q2 2025 |
606 |
$1.03B |
+$7.13M |
-$9.02B |
-$9.01B |
MSFT, SPYG, META, AAPL, AMZN
|
13F-HR |
8/13/2025, 04:07 PM |
| Q1 2025 |
1,680 |
$9.39B |
+$1.18B |
-$387M |
+$791M |
SPYG, SPDW, AAPL, SPYV, AMZN
|
13F-HR |
5/12/2025, 09:14 AM |
| Q4 2024 |
1,576 |
$8.86B |
+$1.11B |
-$587M |
+$527M |
SPYG, AAPL, AMZN, MSFT, SPDW
|
13F-HR |
2/13/2025, 01:43 PM |
| Q3 2024 |
1,489 |
$8.35B |
+$1.01B |
-$349M |
+$660M |
SPYG, AAPL, SPYV, MSFT, SPDW
|
13F-HR |
11/13/2024, 04:17 PM |
| Q2 2024 |
1,306 |
$7.33B |
+$1.13B |
-$547M |
+$579M |
SPYG, MSFT, AMZN, SPYV, SPDW
|
13F-HR |
8/14/2024, 10:11 AM |
| Q1 2024 |
1,221 |
$6.82B |
+$1.05B |
-$421M |
+$625M |
AMZN, MSFT, SPDW, SPYG, GOVT
|
13F-HR |
5/15/2024, 12:55 PM |
| Q4 2023 |
1,126 |
$5.83B |
+$512M |
-$693M |
-$181M |
AMZN, SPDW, MSFT, JPST, SPYG
|
13F-HR |
2/15/2024, 02:34 PM |
| Q3 2023 |
1,165 |
$5.47B |
+$493M |
-$282M |
+$211M |
AMZN, JPST, SPDW, GOVT, MSFT
|
13F-HR |
11/15/2023, 11:21 AM |
| Q2 2023 |
1,133 |
$5.48B |
+$1.01B |
-$269M |
+$743M |
AMZN, SPDW, JPST, MSFT, SPYG
|
13F-HR |
11/13/2023, 11:50 AM |
| Q1 2023 |
972 |
$4.54B |
+$564M |
-$217M |
+$348M |
SPDW, GOVT, AMZN, JPST, SHYG
|
13F-HR |
5/11/2023, 08:27 AM |
| Q4 2022 |
930 |
$4.04B |
+$638M |
-$254M |
+$384M |
SPDW, GOVT, SHYG, JPST, USFR
|
13F-HR |
2/13/2023, 03:26 PM |
| Q3 2022 |
746 |
$3.49B |
+$467M |
-$221M |
+$246M |
SPDW, AMZN, SHYG, SPYG, USFR
|
13F-HR |
11/10/2022, 08:05 PM |
| Q2 2022 |
711 |
$3.52B |
+$403M |
-$126M |
+$277M |
GOVT, SHYG, SPDW, SPMB, SHY
|
13F-HR |
8/8/2022, 01:14 PM |
| Q1 2022 |
702 |
$3.92B |
+$696M |
-$297M |
+$399M |
GOVT, SHYG, SPDW, SPMB, SHY
|
13F-HR |
4/28/2022, 12:56 PM |
| Q4 2021 |
711 |
$3.99B |
+$571M |
-$136M |
+$434M |
GOVT, VCIT, SHYG, SPDW, SPYG
|
13F-HR |
2/11/2022, 02:55 PM |
| Q3 2021 |
702 |
$3.47B |
+$512M |
-$103M |
+$409M |
VCIT, SHYG, GOVT, JMST, SPDW
|
13F-HR |
11/15/2021, 12:50 PM |
| Q2 2021 |
613 |
$3.09B |
+$633M |
-$285M |
+$348M |
VCIT, GOVT, SHYG, SPDW, JMST
|
13F-HR |
8/16/2021, 04:27 PM |
| Q1 2021 |
560 |
$2.55B |
+$432M |
-$200M |
+$232M |
SPAB, SPDW, JMST, SHYG, SPYG
|
13F-HR |
5/17/2021, 05:01 PM |
| Q4 2020 |
491 |
$2.24B |
+$443M |
-$53.9M |
+$389M |
SPAB, SPDW, SPYG, SPSB, SPYV
|
13F-HR |
2/16/2021, 03:03 PM |
| Q3 2020 |
431 |
$1.71B |
+$236M |
-$49.1M |
+$187M |
SPAB, SPDW, SPYG, SPSB, SPYV
|
Restatement |
12/1/2020, 03:14 PM |
| Q2 2020 |
400 |
$1.47B |
+$202M |
-$85.6M |
+$116M |
SPAB, SPDW, SPYG, SPSB, SPYV
|
13F-HR |
8/14/2020, 07:03 PM |
| Q1 2020 |
358 |
$1.14B |
+$209M |
-$42.7M |
+$166M |
SPAB, SPDW, SPSB, SPYG, SPYV
|
13F-HR |
5/15/2020, 09:25 PM |
| Q4 2019 |
443 |
$1.21B |
+$64.8M |
-$58.8M |
+$6.06M |
SPAB, SPDW, SPYG, SPSB, SPYV
|
13F-HR |
5/15/2020, 07:09 PM |
| Q3 2019 |
459 |
$1.19B |
+$158M |
-$30.7M |
+$128M |
SPAB, SPDW, SPYG, SPYV, SPSB
|
13F-HR |
11/14/2019, 12:49 PM |
| Q2 2019 |
455 |
$1.04B |
+$122M |
-$378M |
-$256M |
SPAB, SPDW, SPYG, SPYV, SPSB
|
13F-HR |
8/14/2019, 08:01 PM |
| Q1 2019 |
411 |
$1.29B |
+$527M |
-$13.8M |
+$514M |
CVX, MRK, SPYG, SPAB, SPDW
|
13F-HR |
5/15/2019, 12:38 PM |
| Q4 2018 |
326 |
$735M |
|
|
|
SPYG, SPAB, SPDW, SPYV, MDYV
|
13F-HR |
2/12/2019, 05:00 PM |