Q2 2024 |
25 |
$72.7M |
+$4.7M |
-$48.6M |
-$43.9M |
IVW, IVE, VTIP, SOXX, VCSH
|
13F-HR |
8/5/2024, 12:05 PM |
Q1 2024 |
29 |
$116M |
+$43.7M |
-$20.1M |
+$23.7M |
IVE, IVW, KSA, CIBR, VCSH
|
13F-HR |
5/2/2024, 09:18 PM |
Q4 2023 |
27 |
$94.6M |
+$50.3M |
-$6.98M |
+$43.3M |
IVW, IVE, CWB, CIBR, SKYY
|
13F-HR |
2/2/2024, 12:01 PM |
Q3 2023 |
23 |
$46.8M |
+$25.2M |
-$16.2M |
+$8.96M |
CIBR, CWB, SKYY, BKLN, VTIP
|
13F-HR |
11/2/2023, 09:59 AM |
Q2 2023 |
18 |
$39.1M |
+$27.6M |
-$15.4M |
+$12.2M |
KSA, CIBR, IYT, CWB, BKLN
|
13F-HR |
8/3/2023, 10:47 AM |
Q1 2023 |
24 |
$145M |
+$112M |
-$32.7M |
+$79.5M |
XLP, XLK, XLB, XLI, VTIP
|
13F-HR |
5/3/2023, 09:44 AM |
Q4 2022 |
15 |
$73.9M |
+$54.6M |
-$9.02M |
+$45.5M |
XLV, XLI, XLE, XLP, XLU
|
13F-HR |
1/20/2023, 04:04 PM |
Q3 2022 |
10 |
$29.4M |
+$7.41M |
-$3.22M |
+$4.19M |
XLU, XLE, IVE, XLK, XLV
|
13F-HR |
11/4/2022, 09:24 AM |
Q2 2022 |
9 |
$36.3M |
+$276K |
-$31.7M |
-$31.4M |
XLU, XLP, XLE, IVE, KSA
|
13F-HR |
8/2/2022, 01:46 PM |
Q1 2022 |
25 |
$103M |
+$28.8M |
-$36.6M |
-$7.87M |
XLU, XLP, IVE, XLE, XLV
|
13F-HR |
5/3/2022, 12:01 PM |
Q4 2021 |
33 |
$159M |
+$78M |
-$12.4M |
+$65.6M |
XLV, XLP, IYR, IVE, IVW
|
13F-HR |
2/2/2022, 08:29 AM |
Q3 2021 |
35 |
$105M |
+$21.5M |
-$91.2M |
-$69.7M |
VTIP, IYR, TIP, XLV, XLF
|
13F-HR |
11/2/2021, 09:37 AM |
Q2 2021 |
33 |
$175M |
+$99.2M |
-$22.4M |
+$76.8M |
MUB, IYR, XLI, XLF, XLC
|
13F-HR |
8/2/2021, 11:15 AM |
Q1 2021 |
36 |
$94.9M |
+$5.6M |
-$115M |
-$109M |
XLI, XLC, VTIP, XLB, XLF
|
13F-HR |
5/10/2021, 10:03 AM |
Q4 2020 |
33 |
$198M |
+$93M |
-$6.32M |
+$86.7M |
XLK, XLI, MUB, XLY, XLC
|
13F-HR |
2/2/2021, 03:55 PM |
Q3 2020 |
19 |
$105M |
+$38.8M |
-$4.43M |
+$34.3M |
XLK, MUB, VTIP, MBB, XLY
|
13F-HR |
11/2/2020, 04:01 PM |
Q2 2020 |
15 |
$69.3M |
+$63.7M |
|
+$63.7M |
MBB, XLK, XLV, VTIP, XLC
|
13F-HR |
8/5/2020, 12:14 PM |
Q1 2020 |
6 |
$5.36M |
|
-$91.5M |
-$91.5M |
MBB, IVW, IVE, XLK, XLV
|
13F-HR |
5/4/2020, 12:26 PM |
Q4 2019 |
31 |
$234M |
+$108M |
-$15.5M |
+$92.9M |
XLK, XLU, XLF, IVW, IVE
|
13F-HR |
2/4/2020, 03:04 PM |
Q3 2019 |
26 |
$137M |
+$9.35M |
-$54.7M |
-$45.3M |
XLU, XLK, XLP, IYR, IVW
|
13F-HR |
11/4/2019, 11:57 AM |
Q2 2019 |
23 |
$178M |
+$27.7M |
-$54.8M |
-$27.2M |
XLU, XLP, LQD, XLK, IYR
|
13F-HR |
8/9/2019, 11:23 AM |
Q1 2019 |
24 |
$233M |
+$136M |
-$9.69M |
+$126M |
XLU, IYR, XLP, LQD, JNKXXXX
|
13F-HR |
5/1/2019, 04:27 PM |
Q4 2018 |
12 |
$100M |
+$49M |
-$54.2M |
-$5.23M |
MUB, MBB, XLU, VCSH, IVW
|
13F-HR |
2/4/2019, 04:24 PM |
Q3 2018 |
25 |
$334M |
+$240M |
-$4.36M |
+$236M |
XLK, HYG, BKLN, JNKXXXX, XLV
|
13F-HR |
11/7/2018, 08:22 PM |
Q2 2018 |
25 |
$102M |
+$61.8M |
-$10.6M |
+$51.2M |
XLK, HYG, IVW, XLI, BKLN
|
13F-HR |
8/3/2018, 11:25 AM |
Q1 2018 |
19 |
$71.7M |
+$7.7M |
-$124M |
-$116M |
BKLNXXXX, XLI, XLF, XLY, XLK
|
13F-HR |
4/26/2018, 03:40 PM |
Q4 2017 |
28 |
$280M |
+$115M |
-$7.75M |
+$107M |
LQD, XLI, IYR, XLF, XLK
|
13F-HR |
2/12/2018, 04:38 PM |
Q3 2017 |
27 |
$169M |
+$24.3M |
-$27.2M |
-$2.86M |
XLU, LQD, XLI, XLB, XLK
|
13F-HR |
10/30/2017, 04:19 PM |
Q2 2017 |
24 |
$170M |
+$78.3M |
-$15.8M |
+$62.6M |
LQD, XLI, XLU, XLY, XLP
|
13F-HR |
7/27/2017, 03:43 PM |
Q1 2017 |
29 |
$111M |
+$71.6M |
-$30M |
+$41.6M |
XLY, XLK, XLI, XLB, XLF
|
13F-HR |
4/26/2017, 01:04 PM |
Q4 2016 |
17 |
$67.2M |
|
|
|
IVE, XLI, DVY, IVW, XLK
|
13F-HR |
2/3/2017, 03:37 PM |