|
Q4 2024
|
293 |
11,665,957 |
USCL, USCA, SPHY, USHY
|
13F-HR
|
2/13/2025 |
000166158025000001 |
|
Q3 2024
|
271 |
9,178,124 |
USCL, USCA, SJNK, NVDA
|
13F-HR
|
11/12/2024 |
000166158024000012 |
|
Q2 2024
|
273 |
8,577,194 |
ISHARES TR CLIMATE CONSCI, USCA, SJNK, NVDA
|
13F-HR
|
8/15/2024 |
000166158024000010 |
|
Q1 2024
|
266 |
8,282,133 |
ISHARES TR CLIMATE CONSCI, USCA, SJNK, NVDA
|
13F-HR
|
5/15/2024 |
000166158024000002 |
|
Q4 2023
|
264 |
7,381,899 |
ISHARES TR CLIMATE CONSCI, DBX ETF TR XTRACKERS MSCI, SJNK, GOOGL
|
13F-HR
|
2/15/2024 |
000166158024000001 |
|
Q3 2023
|
274 |
7,643,433 |
ISHARES TR CLIMATE CONSCI, DBX ETF TR XTRACKERS MSCI, SJNK, MSFT
|
13F-HR
|
11/14/2023 |
000166158023000004 |
|
Q2 2023
|
265 |
7,876,817 |
ISHARES TR, DBX ETF TR, SJNK, MSFT
|
13F-HR
|
8/8/2023 |
000166158023000003 |
|
Q1 2023
|
255 |
7,302,688 |
USSG, SUSL, SJNK, MSFT
|
13F-HR
|
5/17/2023 |
000166158023000002 |
|
Q4 2022
|
250 |
6,576,703 |
USSG, SUSL, SJNK, MSFT
|
13F-HR
|
2/14/2023 |
000166158023000001 |
|
Q3 2022
|
241 |
6,116,235 |
USSG, SUSL, SJNK, MSFT
|
13F-HR
|
11/14/2022 |
000166158022000004 |
|
Q2 2022
|
247 |
6,483,347 |
USSG, SUSL, SJNK, MSFT
|
13F-HR
|
8/15/2022 |
000166158022000003 |
|
Q1 2022
|
246 |
7,852,377 |
USSG, SUSL, SJNK, MSFT
|
13F-HR
|
5/11/2022 |
000166158022000002 |
|
Q4 2021
|
247 |
8,537,228 |
USSG, SUSL, MSFT, SJNK
|
13F-HR
|
2/10/2022 |
000166158022000001 |
|
Q3 2021
|
240 |
9,343,612 |
USSG, SUSL, LDEM, SJNK
|
13F-HR
|
11/10/2021 |
000166158021000007 |
|
Q2 2021
|
21 |
224,361 |
BMO.TO, BNS.TO, AFL, AMZN
|
NEW HOLDINGS
|
10/29/2021 |
000166158021000006 |
|
Q2 2021
|
215 |
9,087,097 |
USSG, SUSL, LDEM, SJNK
|
13F-HR
|
8/9/2021 |
000166158021000003 |
|
Q1 2021
|
24 |
234,963 |
AMAT, BMO.TO, BNS.TO, AMGN
|
NEW HOLDINGS
|
10/29/2021 |
000166158021000005 |
|
Q1 2021
|
205 |
8,339,702 |
USSG, SUSL, LDEM, SJNK
|
13F-HR
|
4/23/2021 |
000166158021000002 |
|
Q4 2020
|
23 |
211,386 |
AMAT, BMO.TO, BNS.TO, AMGN
|
NEW HOLDINGS
|
10/29/2021 |
000166158021000004 |
|
Q4 2020
|
200 |
8,358,851 |
USSG, SUSL, LDEM, TSLA puts
|
13F-HR
|
2/10/2021 |
000166158021000001 |
|
Q3 2020
|
226 |
7,717,356 |
USSG, SUSL, LDEM, SJNK
|
13F-HR
|
10/30/2020 |
000166158020000004 |
|
Q2 2020
|
217 |
6,938,619 |
USSG, SUSL, LDEM, SJNK
|
13F-HR
|
8/12/2020 |
000166158020000003 |
|
Q1 2020
|
213 |
5,151,647 |
USSG, SUSL, SJNK, IEMG
|
13F-HR
|
5/13/2020 |
000166158020000002 |
|
Q4 2019
|
204 |
5,970,017 |
USSG, SUSL, SJNK, IWF
|
13F-HR
|
2/12/2020 |
000166158020000001 |
|
Q3 2019
|
202 |
5,540,267 |
USSG, SUSL, SJNK, IEMG
|
13F-HR
|
11/27/2019 |
000166158019000002 |