Q2 2024 |
146 |
$301M |
+$44.9M |
-$22.9M |
+$22.1M |
QQQ, IWB, MGK, SPY, VTV
|
13F-HR |
8/15/2024, 02:35 PM |
Q1 2024 |
140 |
$278M |
+$18.4M |
-$14.2M |
+$4.18M |
SPY, QQQ, IWB, MGK, GBCI
|
13F-HR |
4/30/2024, 02:49 PM |
Q4 2023 |
136 |
$251M |
+$22.8M |
-$12.4M |
+$10.4M |
SPY, QQQ, GBCI, IWB, MGK
|
13F-HR |
2/13/2024, 04:50 PM |
Q3 2023 |
145 |
$213M |
+$31.4M |
-$25.9M |
+$5.52M |
SPY, QQQ, IWB, MGK, GBCI
|
13F-HR |
11/7/2023, 04:32 PM |
Q2 2023 |
135 |
$215M |
+$69.3M |
-$27.7M |
+$41.6M |
SPY, IWB, GBCI, MGK, VTV
|
13F-HR |
8/8/2023, 03:40 PM |
Q1 2023 |
135 |
$196M |
+$62.4M |
-$5.43M |
+$56.9M |
GBCI, MGK, IWB, EFA, SPY
|
13F-HR |
4/28/2023, 02:08 PM |
Q4 2022 |
129 |
$178M |
+$41.3M |
-$16.9M |
+$24.4M |
GBCI, IWD, IWB, MGK, QQQ
|
13F-HR |
2/2/2023, 08:57 AM |
Q3 2022 |
120 |
$174M |
+$30.3M |
-$10.7M |
+$19.6M |
GBCI, SPLG, IWD, IWB, MGK
|
13F-HR |
11/10/2022, 08:19 PM |
Q2 2022 |
119 |
$170M |
+$34.5M |
-$54.1M |
-$19.6M |
GBCI, IWD, IWB, MGK, SHV
|
13F-HR |
8/4/2022, 05:33 PM |
Q1 2022 |
120 |
$241M |
+$62.6M |
-$47.5M |
+$15.1M |
GBCI, IWD, VTV, IVV, SPY
|
13F-HR |
4/20/2022, 08:37 PM |
Q4 2021 |
116 |
$263M |
+$79.2M |
-$14.1M |
+$65.1M |
SPY, GBCI, QQQ, MGK, IWB
|
13F-HR |
2/3/2022, 08:50 PM |
Q3 2021 |
116 |
$243M |
+$61.4M |
-$57.3M |
+$4.1M |
ALTA, QQQ, MGK, IWB, IVV
|
13F-HR |
11/2/2021, 06:19 PM |
Q2 2021 |
120 |
$236M |
+$64.8M |
-$63.3M |
+$1.51M |
ALTA, MGK, IWB, IVV, IWD
|
13F-HR |
8/12/2021, 05:00 PM |
Q1 2021 |
116 |
$223M |
+$57.2M |
-$56M |
+$1.16M |
ALTA, IWB, MGK, DGRO, IWD
|
13F-HR |
5/5/2021, 08:37 PM |
Q4 2020 |
119 |
$207M |
+$40.1M |
-$24.3M |
+$15.9M |
ALTA, MGK, IWB, DGRO, MTUM
|
13F-HR |
2/9/2021, 08:37 PM |
Q3 2020 |
114 |
$188M |
+$55.8M |
-$22.8M |
+$33.1M |
MGK, IWB, MTUM, ALTA, DGRO
|
13F-HR |
11/4/2020, 08:43 PM |
Q2 2020 |
112 |
$175M |
+$71.7M |
-$112M |
-$40.2M |
PUB, MGK, IWB, MTUM, DGRO
|
13F-HR |
8/6/2020, 07:33 PM |
Q1 2020 |
83 |
$211M |
+$137M |
-$12.2M |
+$125M |
BIL, PUB, MGK, IWB, DGRO
|
13F-HR |
5/11/2020, 04:46 PM |
Q4 2019 |
108 |
$188M |
+$50.1M |
-$26.8M |
+$23.3M |
PUB, MGK, AAPL, IWB, SPY
|
13F-HR |
1/23/2020, 04:05 PM |
Q3 2019 |
105 |
$175M |
+$55.7M |
-$15.9M |
+$39.8M |
PUB, MGK, IWB, IJH, SBUX
|
13F-HR |
11/12/2019, 08:30 AM |
Q2 2019 |
102 |
$173M |
+$49M |
-$18.7M |
+$30.3M |
PUB, GLDMXXXX, QQQ, MGK, IWB
|
13F-HR |
8/7/2019, 04:47 PM |
Q1 2019 |
103 |
$166M |
+$72M |
-$34.7M |
+$37.3M |
PUB, JPST, MGK, LULU, IWB
|
13F-HR |
5/10/2019, 09:09 PM |
Q4 2018 |
90 |
$161M |
+$79.5M |
-$16.3M |
+$63.2M |
JPST, BIL, PUB, SHY, SPY
|
13F-HR |
2/7/2019, 04:43 PM |
Q3 2018 |
95 |
$165M |
+$50M |
-$15M |
+$35M |
PUB, SPSM, AMZN, NFLX, MGK
|
13F-HR |
11/13/2018, 07:47 AM |
Q2 2018 |
92 |
$142M |
+$22.9M |
-$10.1M |
+$12.9M |
PUB, SPLG, INTC, MGK, NVDA
|
13F-HR |
8/1/2018, 05:24 PM |
Q1 2018 |
92 |
$146M |
+$52.9M |
-$9.77M |
+$43.2M |
PUB, SPLG, MGK, NVDA, IWB
|
13F-HR |
4/27/2018, 01:43 PM |
Q4 2017 |
94 |
$137M |
|
|
|
PUB, SPY, MGK, IWB, NVDA
|
13F-HR |
2/6/2018, 07:38 AM |