Q4 2024 |
26 |
$88.6M |
+$7.42M |
-$4.02M |
+$3.4M |
IYW, VGSH, SPY, NETZ, TSLA
|
13F-HR |
2/6/2025, 12:16 PM |
Q3 2024 |
30 |
$81.6M |
+$14M |
-$5.23M |
+$8.73M |
IYW, VGSH, NETZ, SPY, AMZN
|
13F-HR |
10/29/2024, 06:31 PM |
Q2 2024 |
25 |
$69.5M |
+$8.67M |
-$1.23M |
+$7.44M |
IYW, VGSH, SPY, NETZ, AMZN
|
13F-HR |
7/22/2024, 04:47 PM |
Q1 2024 |
22 |
$60.3M |
+$5.72M |
-$14.9M |
-$9.19M |
IYW, VGSH, NETZ, SPY, AMZN
|
13F-HR |
4/24/2024, 05:49 PM |
Q4 2023 |
34 |
$66.3M |
+$20.9M |
-$33.3M |
-$12.4M |
IYW, TSLA, TLT, AAPL, VGSH
|
13F-HR |
1/12/2024, 12:39 PM |
Q3 2023 |
37 |
$74.4M |
+$25.4M |
-$58.8M |
-$33.4M |
VGSH, TSLA, THLV, SMMU, AAPL
|
13F-HR |
10/11/2023, 03:50 PM |
Q2 2023 |
29 |
$116M |
+$26.3M |
-$6.07M |
+$20.2M |
THLV, SJNK, BIV, SMMU, BSV
|
13F-HR |
7/17/2023, 04:53 PM |
Q1 2023 |
26 |
$113M |
+$23.3M |
-$1.4M |
+$21.9M |
THLV, ANGL, BIV, BSV, SMMU
|
13F-HR |
4/20/2023, 03:02 PM |
Q4 2022 |
30 |
$114M |
+$52.3M |
-$2.61M |
+$49.7M |
THLV, SPSB, BIV, BSV, SMMU
|
13F-HR |
1/18/2023, 11:42 AM |
Q3 2022 |
25 |
$78.8M |
+$36.6M |
-$6.57M |
+$30M |
BIV, DUDE, BSV, SMMU, BLV
|
13F-HR |
10/12/2022, 12:10 PM |
Q2 2022 |
22 |
$72.1M |
+$44.1M |
-$58.8M |
-$14.7M |
DUDE, NEAR, BSV, SMMU, MUNI
|
13F-HR |
7/18/2022, 02:48 PM |
Q1 2022 |
15 |
$118M |
+$69.2M |
-$873 |
+$69.2M |
ANGL, DUDE, STPZ, BOND, IHF
|
13F-HR |
5/10/2022, 12:26 PM |
Q4 2021 |
25 |
$161M |
+$79M |
-$28.5M |
+$50.5M |
ANGL, SMMU, MUNI, CIBR, XRT
|
13F-HR |
1/21/2022, 03:38 PM |
Q3 2021 |
14 |
$126M |
+$51.1M |
-$55.2M |
-$4.11M |
ANGL, MUNI, XRT, VUG, SMMU
|
13F-HR |
11/2/2021, 10:36 AM |
Q2 2021 |
15 |
$130M |
+$46M |
-$52.1M |
-$6.04M |
ANGL, MUNI, KRE, DON, SMMU
|
13F-HR |
7/23/2021, 03:31 PM |
Q1 2021 |
14 |
$134M |
+$64M |
-$55.8M |
+$8.25M |
ANGL, MUNI, ARKW, EEMA, SMMU
|
13F-HR |
5/6/2021, 12:21 PM |
Q4 2020 |
15 |
$126M |
|
|
|
ANGL, SMH, MUNI, DON, VTWV
|
13F-HR |
2/1/2021, 03:17 PM |