| Q2 2024 |
48 |
$192M |
+$80.5M |
-$72.8M |
+$7.72M |
JPST, QQQM, IVV, DGRW, DFAU
|
13F-HR |
7/24/2024, 03:10 PM |
| Q1 2024 |
46 |
$182M |
+$99.4M |
-$100M |
-$569K |
SPY, IVV, DGRW, DFAU, SRLN
|
13F-HR |
4/17/2024, 12:03 PM |
| Q4 2023 |
44 |
$175M |
+$80M |
-$75.3M |
+$4.7M |
QQQ, OMFL, IVV, DFAU, ANGL
|
13F-HR |
1/30/2024, 02:24 PM |
| Q3 2023 |
37 |
$161M |
+$71.3M |
-$849K |
+$70.5M |
JPST, BIL, OMFL, SRLN, IVV
|
13F-HR |
10/19/2023, 12:35 PM |
| Q2 2023 |
28 |
$151M |
+$33.5M |
-$16M |
+$17.5M |
QQQ, OMFL, CWB, ANGL, DFAU
|
13F-HR |
7/27/2023, 11:39 AM |
| Q1 2023 |
28 |
$155M |
+$61.8M |
-$17.2M |
+$44.5M |
OMFL, QQQ, CWB, SPTL, PGX
|
13F-HR |
4/26/2023, 11:16 AM |
| Q4 2022 |
35 |
$157M |
+$95.3M |
-$55M |
+$40.3M |
OMFL, SPMD, ANGL, CWB, MUB
|
13F-HR |
2/8/2023, 02:18 PM |
| Q3 2022 |
28 |
$143M |
+$37.4M |
-$22.9M |
+$14.5M |
JPST, BIL, OMFL, QQQ, NTSX
|
13F-HR |
10/6/2022, 09:42 AM |
| Q2 2022 |
27 |
$136M |
+$5.14M |
-$3.84M |
+$1.3M |
JPST, OMFL, MTUM, NTSX, QQQ
|
13F-HR |
7/20/2022, 09:28 AM |
| Q1 2022 |
26 |
$155M |
+$49.4M |
-$4.61M |
+$44.8M |
JPST, MTUM, OMFL, QQQ, NTSX
|
13F-HR |
4/28/2022, 03:26 PM |
| Q4 2021 |
33 |
$136M |
+$37.6M |
-$17.6M |
+$20M |
MTUM, OMFL, NTSX, SCHP, QQQ
|
13F-HR |
1/21/2022, 12:08 PM |
| Q3 2021 |
32 |
$130M |
+$3.69M |
-$5.84M |
-$2.15M |
MTUM, OMFL, SCHD, IVOL, BND
|
13F-HR |
10/18/2021, 11:35 AM |
| Q2 2021 |
32 |
$132M |
+$20.9M |
-$15.9M |
+$5.03M |
MTUM, OMFL, SCHD, IVOL, BND
|
13F-HR |
7/7/2021, 11:00 AM |
| Q1 2021 |
31 |
$127M |
+$37.7M |
-$27.3M |
+$10.3M |
MTUM, OMFL, ARKK, IVOL, BND
|
13F-HR |
4/29/2021, 02:01 PM |
| Q4 2020 |
29 |
$110M |
|
|
|
MTUM, USMV, ARKK, BND, QQQ
|
13F-HR |
2/8/2021, 12:48 PM |