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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 26 | $88,596,920 | +$7,421,359 | -$4,019,421 | +$3,401,938 | IYW, VGSH, SPY, NETZ, TSLA | 13F-HR | 06 Feb 2025, 12:16 |
| Q3 2024 | 30 | $81,615,832 | +$13,955,725 | -$5,227,182 | +$8,728,543 | IYW, VGSH, NETZ, SPY, AMZN | 13F-HR | 29 Oct 2024, 18:31 |
| Q2 2024 | 25 | $69,497,628 | +$8,669,232 | -$1,227,841 | +$7,441,391 | IYW, VGSH, SPY, NETZ, AMZN | 13F-HR | 22 Jul 2024, 16:47 |
| Q1 2024 | 22 | $60,305,311 | +$5,720,334 | -$14,907,222 | -$9,186,888 | IYW, VGSH, NETZ, SPY, AMZN | 13F-HR | 24 Apr 2024, 17:49 |
| Q4 2023 | 34 | $66,307,116 | +$20,871,865 | -$33,288,684 | -$12,416,819 | IYW, TSLA, TLT, AAPL, VGSH | 13F-HR | 12 Jan 2024, 12:39 |
| Q3 2023 | 37 | $74,350,500 | +$25,435,656 | -$63,483,140 | -$38,047,484 | VGSH, TSLA, THLV, SMMU, AAPL | 13F-HR | 11 Oct 2023, 15:50 |
| Q2 2023 | 29 | $116,017,043 | +$26,306,352 | -$26,809,901 | -$503,549 | THLV, SJNK, BIV, SMMU, BSV | 13F-HR | 17 Jul 2023, 16:53 |
| Q1 2023 | 26 | $113,240,920 | +$23,289,700 | -$29,140,701 | -$5,851,001 | THLV, ANGL, BIV, BSV, SMMU | 13F-HR | 20 Apr 2023, 15:02 |
| Q4 2022 | 30 | $114,242,403 | +$52,273,310 | -$29,594,473 | +$22,678,837 | THLV, SPSB, BIV, BSV, SMMU | 13F-HR | 18 Jan 2023, 12:42 |
| Q3 2022 | 25 | $94,050,000 | +$51,805,717 | -$24,549,046 | +$27,256,671 | TIPZ, BIV, DUDE, BSV, SMMU | 13F-HR | 12 Oct 2022, 12:10 |
| Q2 2022 | 22 | $72,133,000 | +$37,767,630 | -$90,249,376 | -$52,481,746 | DUDE, NEAR, BSV, SMMU, MUNI | 13F-HR | 18 Jul 2022, 14:48 |
| Q1 2022 | 21 | $117,532,000 | +$69,171,276 | -$57,134,873 | +$12,036,403 | ANGL, DUDE, STPZ, BOND, IHF | 13F-HR | 10 May 2022, 12:26 |
| Q4 2021 | 25 | $161,027,000 | +$78,967,121 | -$45,182,073 | +$33,785,048 | ANGL, SMMU, MUNI, CIBR, XRT | 13F-HR | 21 Jan 2022, 16:38 |
| Q3 2021 | 14 | $125,644,000 | +$51,133,077 | -$55,238,532 | -$4,105,455 | ANGL, MUNI, XRT, VUG, SMMU | 13F-HR | 02 Nov 2021, 10:36 |
| Q2 2021 | 15 | $129,785,000 | +$46,036,838 | -$52,075,697 | -$6,038,859 | ANGL, MUNI, KRE, DON, SMMU | 13F-HR | 23 Jul 2021, 15:31 |
| Q1 2021 | 14 | $133,767,000 | +$64,029,587 | -$55,779,610 | +$8,249,977 | ANGL, MUNI, ARKW, EEMA, SMMU | 13F-HR | 06 May 2021, 12:21 |
| Q4 2020 | 15 | $126,423,000 | $0 | $0 | $0 | ANGL, SMH, MUNI, DON, VTWV | 13F-HR | 01 Feb 2021, 16:17 |