Q2 2025 |
126 |
$337M |
+$14.4M |
-$2.97M |
+$11.5M |
QQQ, KOMP, BIV, RPV, SPLB
|
13F-HR |
7/8/2025, 05:00 PM |
Q1 2025 |
113 |
$288M |
+$40.7M |
-$32.7M |
+$7.97M |
BIV, QQQ, KOMP, RPV, SPLB
|
13F-HR |
5/8/2025, 05:23 PM |
Q4 2024 |
110 |
$296M |
+$28.3M |
-$20.4M |
+$7.83M |
KOMP, QQQ, BIV, RPV, SPLB
|
13F-HR |
1/23/2025, 04:00 PM |
Q3 2024 |
119 |
$279M |
+$52.1M |
-$35.7M |
+$16.5M |
BIV, KOMP, QQQ, RPV, SPLB
|
13F-HR |
10/17/2024, 03:40 PM |
Q2 2024 |
119 |
$252M |
+$35.6M |
-$38.1M |
-$2.51M |
QQQ, BIV, KOMP, RPV, VCLT
|
13F-HR |
7/11/2024, 12:35 PM |
Q1 2024 |
126 |
$260M |
+$146M |
-$123M |
+$23.8M |
BIV, KOMP, QQQ, RPV, VCLT
|
13F-HR |
4/3/2024, 02:06 PM |
Q4 2023 |
149 |
$234M |
+$36.9M |
-$34.4M |
+$2.55M |
SCHG, SCHD, IJH, AAPL, SLYG
|
Restatement |
2/13/2024, 11:33 AM |
Q3 2023 |
140 |
$212M |
|
|
|
SCHG, SCHD, IJH, IGLB, AAPL
|
13F-HR |
11/13/2023, 10:30 AM |