Q1 2025 |
154 |
$313M |
+$29.7M |
-$14.9M |
+$14.8M |
VOO, SPIB, VIG, BJAN, BJUL
|
13F-HR |
4/15/2025, 09:53 AM |
Q4 2024 |
153 |
$308M |
+$23.3M |
-$10M |
+$13.3M |
VOO, SPIB, VIG, QQQ, BJAN
|
13F-HR |
2/3/2025, 09:48 PM |
Q3 2024 |
155 |
$298M |
+$21.8M |
-$6.79M |
+$15M |
VOO, SPIB, VIG, QQQ, BJUL
|
13F-HR |
11/13/2024, 06:44 PM |
Q2 2024 |
149 |
$271M |
+$43.3M |
-$19.2M |
+$24.2M |
VOO, SPIB, QQQ, BJAN, BJUL
|
13F-HR |
7/30/2024, 05:16 PM |
Q1 2024 |
147 |
$242M |
+$78.4M |
-$1.29M |
+$77.1M |
VOO, SPIB, BJUL, BJAN, BOCT
|
13F-HR |
5/1/2024, 07:20 PM |
Q4 2023 |
83 |
$157M |
+$19.3M |
-$17.3M |
+$1.94M |
VOO, PAUG, BJUL, BAPR, BOCT
|
13F-HR |
1/31/2024, 03:49 PM |
Q3 2023 |
77 |
$143M |
+$11.6M |
-$13.3M |
-$1.72M |
PAUG, JPST, BAPR, BJUL, SPIB
|
13F-HR |
10/5/2023, 10:16 AM |
Q2 2023 |
74 |
$149M |
+$13.9M |
-$9.43M |
+$4.45M |
PAUG, SLQD, SPIB, BAPR, JPST
|
13F-HR |
8/10/2023, 05:12 PM |
Q1 2023 |
80 |
$140M |
+$22.5M |
-$17.3M |
+$5.17M |
PAUG, SLQD, SPIB, BJUL, BJAN
|
13F-HR |
4/17/2023, 09:38 PM |
Q4 2022 |
79 |
$129M |
+$27.5M |
-$17.8M |
+$9.66M |
PJUL, PAUG, SLQD, SPIB, BOCT
|
13F-HR |
1/31/2023, 07:42 PM |
Q3 2022 |
81 |
$122M |
+$22.4M |
-$7.66M |
+$14.7M |
SLQD, QQQ, SPIB, VTI, BOCT
|
13F-HR |
10/28/2022, 05:34 PM |
Q2 2022 |
78 |
$118M |
+$17.7M |
-$17.1M |
+$635K |
SPIB, VTI, SLQD, BJUL, ARKK
|
13F-HR |
7/29/2022, 08:49 PM |
Q1 2022 |
96 |
$160M |
+$47.4M |
-$14.5M |
+$32.8M |
SPIB, VTI, ARKK, BAPR, VOO
|
13F-HR |
5/2/2022, 11:44 AM |
Q4 2021 |
89 |
$139M |
|
|
|
SPIB, VTI, VIG, VOO, VUG
|
13F-HR |
1/27/2022, 08:38 PM |