Q4 2024 |
25 |
$153M |
+$9.88M |
-$1.59M |
+$8.28M |
VOO, QQQ, SPIB, IGLB, VCIT
|
13F-HR |
2/13/2025, 12:12 PM |
Q3 2024 |
24 |
$141M |
+$13.7M |
-$8.89M |
+$4.81M |
VOO, QQQ, SPIB, IGLB, DIA
|
13F-HR |
11/14/2024, 09:49 AM |
Q2 2024 |
25 |
$131M |
+$5.85M |
-$592K |
+$5.26M |
VOO, QQQ, SPIB, USFR, DIA
|
13F-HR |
7/30/2024, 02:18 PM |
Q1 2024 |
26 |
$122M |
+$4.12M |
-$278K |
+$3.84M |
VOO, QQQ, SPIB, USFR, DIA
|
13F-HR |
4/18/2024, 11:19 AM |
Q4 2023 |
24 |
$109M |
+$17.9M |
-$18.2M |
-$365K |
VOO, QQQ, SPIB, USFR, DIA
|
13F-HR |
2/7/2024, 12:06 PM |
Q3 2023 |
27 |
$99.9M |
+$11.5M |
-$5.12M |
+$6.36M |
VOO, QQQ, SPYV, USFR, TFLO
|
13F-HR |
10/17/2023, 04:25 PM |
Q2 2023 |
30 |
$98.1M |
+$31.1M |
-$6.7M |
+$24.4M |
VOO, QQQ, SPYV, USFR, TFLO
|
13F-HR |
7/31/2023, 01:13 PM |
Q1 2023 |
36 |
$99.3M |
+$12.4M |
-$6.26M |
+$6.09M |
VOO, QQQ, FDL, HDV, TFLO
|
13F-HR |
4/17/2023, 02:45 PM |
Q4 2022 |
39 |
$90.9M |
+$1.67M |
-$761K |
+$912K |
VOO, FDL, QQQ, HDV, USFR
|
13F-HR |
2/10/2023, 07:57 AM |
Q3 2022 |
36 |
$86.2M |
+$37.7M |
-$13.2M |
+$24.5M |
VOO, QQQ, FDL, HDV, USFR
|
13F-HR |
11/10/2022, 10:44 AM |
Q2 2022 |
47 |
$87.1M |
+$13.2M |
-$10.3M |
+$2.85M |
VOO, QQQ, SCHD, DIA, MGK
|
13F-HR |
7/27/2022, 04:35 PM |
Q1 2022 |
53 |
$106M |
+$12.5M |
-$10.4M |
+$2.05M |
QQQ, VOO, MGK, DIA, SCHD
|
Restatement |
5/11/2022, 05:16 PM |
Q4 2021 |
57 |
$114M |
|
|
|
QQQ, VOO, MGK, DIA, SCHD
|
13F-HR |
4/12/2022, 12:02 PM |