| Q2 2024 |
59 |
$143M |
+$20.8M |
-$12.2M |
+$8.64M |
FBND, SCHD, IEF, BRKB, SDVY
|
13F-HR |
7/26/2024, 03:22 PM |
| Q1 2024 |
50 |
$137M |
+$35.9M |
-$32.8M |
+$3.14M |
FBND, SCHD, IEF, BRKB, SDVY
|
13F-HR |
4/24/2024, 05:45 PM |
| Q4 2023 |
42 |
$128M |
+$7.21M |
-$1.78M |
+$5.43M |
FBND, QQQE, COWZ, SCHD, IEF
|
13F-HR |
1/12/2024, 12:35 PM |
| Q3 2023 |
36 |
$114M |
+$10.9M |
-$16.1M |
-$5.26M |
FBND, QQQE, COWZ, SCHD, BRKB
|
13F-HR |
10/25/2023, 04:37 PM |
| Q2 2023 |
42 |
$125M |
+$6.55M |
-$404K |
+$6.15M |
FBND, QQQE, COWZ, BRKB, SCHD
|
13F-HR |
7/13/2023, 04:14 PM |
| Q1 2023 |
41 |
$115M |
+$20.3M |
-$11.1M |
+$9.16M |
FBND, QQQE, COWZ, SCHD, BRKB
|
13F-HR |
5/3/2023, 02:12 PM |
| Q4 2022 |
35 |
$110M |
+$56.9M |
-$21.3M |
+$35.6M |
COWZ, QQQE, FBND, BRKB, SCHD
|
13F-HR |
2/7/2023, 12:02 PM |
| Q3 2022 |
28 |
$93.2M |
+$5.75M |
-$229K |
+$5.52M |
QQQ, COWZ, BRKB, AGG, SCHD
|
13F-HR |
11/3/2022, 01:42 PM |
| Q2 2022 |
26 |
$93.2M |
+$18.7M |
-$282K |
+$18.5M |
QQQ, COWZ, BRKB, SCHD, AGG
|
13F-HR |
7/27/2022, 12:33 PM |
| Q1 2022 |
33 |
$115M |
+$22.1M |
-$1.54M |
+$20.6M |
QQQ, RDVY, BRKB, SCHD, AGG
|
13F-HR |
6/8/2022, 02:19 PM |
| Q4 2021 |
40 |
$117M |
|
|
|
QQQ, RDVY, BRKB, TIP, SCHD
|
13F-HR |
6/8/2022, 02:18 PM |