Q2 2024 |
617 |
$1.56B |
+$291M |
-$58.2M |
+$233M |
SPY, VTI, QQQ, VOO, NOBL
|
13F-HR |
7/30/2024, 03:33 PM |
Q1 2024 |
363 |
$1.34B |
+$179M |
-$272M |
-$93M |
VOO, VTI, QQQ, NOBL, FTCS
|
13F-HR |
5/6/2024, 09:20 AM |
Q4 2023 |
576 |
$1.37B |
+$159M |
-$94.5M |
+$64.5M |
SPY, VTI, OMFL, VOO, NOBL
|
13F-HR |
1/17/2024, 03:37 PM |
Q3 2023 |
543 |
$1.19B |
+$173M |
-$71.8M |
+$102M |
SPY, VTI, NOBL, VOO, FTCS
|
13F-HR |
11/13/2023, 08:42 AM |
Q2 2023 |
323 |
$1.13B |
+$170M |
-$49.5M |
+$120M |
SPY, VTI, FTCS, NOBL, VOO
|
13F-HR |
7/21/2023, 04:13 PM |
Q1 2023 |
509 |
$1.07B |
+$75M |
-$33.7M |
+$41.4M |
IBTD, SPY, FTCS, NOBL, FVD
|
13F-HR |
4/26/2023, 02:36 PM |
Q4 2022 |
488 |
$1B |
+$67M |
-$195M |
-$128M |
IBTD, FTCS, NOBL, SPY, FVD
|
13F-HR |
1/31/2023, 09:14 AM |
Q3 2022 |
517 |
$1.1B |
+$325M |
-$73.8M |
+$251M |
SPY, QQQ, IBTD, FTCS, VOO
|
13F-HR |
10/28/2022, 12:25 PM |
Q2 2022 |
458 |
$918M |
+$139M |
-$54.2M |
+$84.9M |
SPY, SPTI, FTCS, VOO, NOBL
|
13F-HR |
8/4/2022, 10:45 AM |
Q1 2022 |
489 |
$989M |
+$90.3M |
-$34.6M |
+$55.7M |
SPY, FTCS, VOO, AAPL, QQQ
|
13F-HR |
5/4/2022, 12:01 PM |
Q4 2021 |
497 |
$1.02B |
+$62.7M |
-$21.4M |
+$41.4M |
SPY, FTCS, VOO, DFAC, NOBL
|
13F-HR |
2/14/2022, 01:28 PM |
Q3 2021 |
477 |
$925M |
+$68.8M |
-$26.9M |
+$41.9M |
SPY, FTCS, DFAC, VOO, NOBL
|
13F-HR |
10/12/2021, 12:32 PM |
Q2 2021 |
471 |
$897M |
+$172M |
-$119M |
+$53.1M |
SPY, FTCS, DFAC, NOBL, VOO
|
13F-HR |
7/21/2021, 11:58 AM |
Q1 2021 |
470 |
$803M |
+$76.7M |
-$33.7M |
+$43.1M |
FTCS, NOBL, SPY, VOO, FVD
|
13F-HR |
4/19/2021, 04:50 PM |
Q4 2020 |
447 |
$717M |
+$69.2M |
-$24.7M |
+$44.5M |
FTCS, NOBL, VOO, QQQ, SPY
|
13F-HR |
2/8/2021, 01:38 PM |
Q3 2020 |
408 |
$614M |
+$68.6M |
-$22M |
+$46.6M |
FTCS, VOO, NOBL, QQQ, FVD
|
13F-HR |
11/2/2020, 03:28 PM |
Q2 2020 |
384 |
$553M |
+$65.8M |
-$18.7M |
+$47M |
FTCS, VOO, FVD, NOBL, QQQ
|
13F-HR |
8/10/2020, 05:15 PM |
Q1 2020 |
357 |
$447M |
+$46M |
-$20.2M |
+$25.8M |
NOBL, FTCS, FVD, VOO, VTI
|
13F-HR |
5/11/2020, 02:09 PM |
Q4 2019 |
407 |
$542M |
+$25.2M |
-$19M |
+$6.16M |
NOBL, VOO, FVD, FTCS, VTI
|
13F-HR |
2/7/2020, 11:54 AM |
Q3 2019 |
394 |
$513M |
+$166M |
-$302M |
-$135M |
NOBL, VOO, FVD, FTCS, VTI
|
13F-HR |
11/6/2019, 01:43 PM |
Q2 2019 |
313 |
$412M |
+$42.9M |
-$10M |
+$32.8M |
VOO, NOBL, VYM, VEA, IWD
|
13F-HR |
8/6/2019, 03:03 PM |
Q1 2019 |
316 |
$396M |
+$68.3M |
-$9.97M |
+$58.3M |
VOO, NOBL, VGK, VYM, IWD
|
13F-HR |
5/8/2019, 12:21 PM |
Q4 2018 |
289 |
$325M |
+$25M |
-$30.4M |
-$5.41M |
VOO, NOBL, VEU, VYM, IWD
|
13F-HR |
2/7/2019, 02:38 PM |
Q3 2018 |
354 |
$397M |
+$32.8M |
-$14.1M |
+$18.7M |
VOO, NOBL, VEU, AAPL, VYM
|
13F-HR |
11/5/2018, 02:44 PM |
Q2 2018 |
322 |
$361M |
+$48.6M |
-$8.95M |
+$39.7M |
VOO, VEU, NOBL, VYM, QQQ
|
13F-HR |
8/2/2018, 02:03 PM |
Q1 2018 |
313 |
$349M |
+$38.5M |
-$10.5M |
+$27.9M |
VOO, VEU, NOBL, IWD, SPHDXXXX
|
13F-HR |
4/26/2018, 10:44 AM |
Q4 2017 |
301 |
$346M |
|
|
|
VOO, VEU, NOBL, IWD, SPHDXXXX
|
Restatement |
2/1/2018, 11:42 AM |