| Q4 2024 |
89 |
$1.44B |
+$310M |
-$265M |
+$45.1M |
IVV, AGG, BUCK, AGGH, NMB
|
13F-HR |
2/11/2025, 01:14 PM |
| Q3 2024 |
101 |
$1.45B |
+$396M |
-$135M |
+$261M |
IVV, AGG, AGGH, BUCK, NMB
|
Restatement |
11/12/2024, 10:26 AM |
| Q2 2024 |
100 |
$1.14B |
+$323M |
-$233M |
+$90.2M |
IVV, AGG, AGGH, CDX, BUCK
|
13F-HR |
8/12/2024, 04:01 PM |
| Q1 2024 |
96 |
$1.04B |
+$425M |
-$79.9M |
+$345M |
IVV, AGGH, BUCK, AGG, PAGP
|
13F-HR |
5/13/2024, 11:39 AM |
| Q4 2023 |
114 |
$1.11B |
+$127M |
-$134M |
-$7.29M |
IVV, AGGH, BUCK, PAGP, LTPZ
|
13F-HR |
2/12/2024, 10:45 AM |
| Q3 2023 |
136 |
$874M |
+$305M |
-$164M |
+$141M |
IVV, SPY, EFA, AGGH, LQD
|
13F-HR |
11/14/2023, 01:12 PM |
| Q2 2023 |
143 |
$760M |
+$246M |
-$232M |
+$13.7M |
IVV, EFA, QQQ, SPY, IEFA
|
13F-HR |
8/14/2023, 11:35 AM |
| Q1 2023 |
118 |
$697M |
+$233M |
-$191M |
+$42.3M |
IVV, TSLA, HYG, TLT, SPY
|
13F-HR |
5/10/2023, 01:28 PM |
| Q4 2022 |
78 |
$649M |
+$28.3M |
-$232M |
-$204M |
IVV, SPY, IEFA, SVOL, CDX
|
13F-HR |
2/10/2023, 03:30 PM |
| Q3 2022 |
74 |
$941M |
+$161M |
-$1.63B |
-$1.47B |
IVV, TSLA, SPY, SVOL, CDX
|
13F-HR |
11/14/2022, 12:09 PM |
| Q2 2022 |
74 |
$2.62B |
+$476M |
-$432M |
+$43.8M |
SPY, IVV, SPY, SVOL, CDX
|
13F-HR |
8/10/2022, 06:51 PM |
| Q1 2022 |
93 |
$3.12B |
+$963M |
-$33.8M |
+$929M |
SPY, IVV, QQQ, EFA, SPY
|
13F-HR |
5/13/2022, 03:05 PM |
| Q4 2021 |
73 |
$2.33B |
+$742M |
-$3.06M |
+$739M |
SPY, IVV, QQQ, SPY, QQQ
|
13F-HR |
2/14/2022, 09:17 AM |
| Q3 2021 |
27 |
$551M |
+$125M |
-$2.67M |
+$122M |
IVV, QQQ, SVOL, SVXY, NET
|
13F-HR |
11/12/2021, 12:26 PM |
| Q2 2021 |
14 |
$428M |
+$159M |
-$256K |
+$159M |
IVV, QQQ, SVXY, CRWD, NET
|
13F-HR |
8/13/2021, 02:38 PM |
| Q1 2021 |
10 |
$249M |
+$135M |
-$1.84M |
+$134M |
IVV, QQQ, SQ, QQQJ, CRWD
|
13F-HR |
5/17/2021, 11:08 AM |
| Q4 2020 |
31 |
$110M |
|
|
|
IVV, QQQ, QQQJ, SQ, LMND
|
13F-HR |
2/16/2021, 01:42 PM |