Q3 2020 |
100 |
$624M |
+$43.9M |
-$24M |
+$19.9M |
BOND, SPY, IVW, SPYV, VCSH
|
13F-HR |
11/16/2020, 12:26 PM |
Q2 2020 |
94 |
$575M |
+$33.9M |
-$19.3M |
+$14.6M |
IVW, SPY, BOND, SPYV, VCSH
|
13F-HR |
8/14/2020, 12:42 PM |
Q1 2020 |
88 |
$487M |
+$60.4M |
-$21.7M |
+$38.7M |
SPY, BOND, IVW, SPYV, VCSH
|
13F-HR |
5/7/2020, 04:22 PM |
Q4 2019 |
99 |
$569M |
+$19.8M |
-$18M |
+$1.79M |
SPY, BOND, SPYV, IVW, SCHB
|
13F-HR |
1/27/2020, 01:58 PM |
Q3 2019 |
116 |
$545M |
+$14.9M |
-$17.9M |
-$2.97M |
BOND, SPY, SPYV, IVW, SCHB
|
Restatement |
1/27/2020, 02:02 PM |
Q2 2019 |
120 |
$546M |
+$18.8M |
-$1.26M |
+$17.5M |
BOND, SPY, SPYV, IVW, SCHB
|
13F-HR |
7/24/2019, 04:05 PM |
Q1 2019 |
117 |
$516M |
+$140M |
-$51.8M |
+$88.4M |
BOND, SPY, SPYV, IVW, SCHB
|
Restatement |
1/27/2020, 02:00 PM |
Q4 2018 |
106 |
$441M |
+$59.9M |
-$32.3M |
+$27.5M |
SPY, BOND, VCSH, SCHB, XSLV
|
13F-HR |
2/6/2019, 04:08 PM |
Q3 2018 |
85 |
$469M |
+$48.1M |
-$44.9M |
+$3.16M |
SPY, BOND, VCSH, SCHB, IVW
|
13F-HR |
11/1/2018, 03:59 PM |
Q2 2018 |
76 |
$456M |
+$69.4M |
-$23M |
+$46.4M |
SPY, BOND, VCSH, IDLV, SCHB
|
13F-HR |
11/1/2018, 03:58 PM |
Q1 2018 |
74 |
$438M |
+$146M |
-$24.6M |
+$122M |
SPY, BOND, VCSH, IDLV, SCHB
|
13F-HR |
11/1/2018, 03:56 PM |
Q4 2017 |
84 |
$342M |
+$16.9M |
-$1.81M |
+$15.1M |
SPY, BOND, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:55 PM |
Q3 2017 |
84 |
$314M |
+$14.3M |
-$1.15M |
+$13.2M |
SPY, BOND, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:50 PM |
Q2 2017 |
77 |
$296M |
+$17.3M |
-$440K |
+$16.9M |
SPY, BOND, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:47 PM |
Q1 2017 |
76 |
$281M |
+$22.2M |
-$4.19M |
+$18M |
SPY, BOND, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:44 PM |
Q4 2016 |
69 |
$257M |
+$23.8M |
-$561K |
+$23.2M |
BOND, SPY, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:43 PM |
Q3 2016 |
65 |
$235M |
+$13.2M |
-$2.35M |
+$10.9M |
BOND, SPY, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:41 PM |
Q2 2016 |
63 |
$222M |
+$27.1M |
-$11.9M |
+$15.2M |
BOND, SPY, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:40 PM |
Q1 2016 |
64 |
$203M |
+$10.2M |
-$796K |
+$9.36M |
BOND, VCIT, SPY, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:38 PM |
Q4 2015 |
61 |
$193M |
+$14.5M |
-$167K |
+$14.3M |
BOND, VCIT, SPY, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:36 PM |
Q3 2015 |
62 |
$176M |
+$19.4M |
-$7.11M |
+$12.3M |
BOND, VCIT, VCSH, SPY, IMCG
|
13F-HR |
11/1/2018, 03:34 PM |
Q2 2015 |
62 |
$173M |
+$7.69M |
-$155K |
+$7.53M |
BOND, VCIT, VCSH, SPY, IMCG
|
13F-HR |
11/1/2018, 03:32 PM |
Q1 2015 |
63 |
$170M |
+$21.3M |
-$572K |
+$20.7M |
BOND, VCIT, VCSH, SPY, IMCG
|
13F-HR |
11/1/2018, 03:23 PM |
Q4 2014 |
59 |
$148M |
+$8.83M |
-$568K |
+$8.26M |
BOND, VCIT, VCSH, SPY, IMCG
|
13F-HR |
11/1/2018, 03:21 PM |
Q3 2014 |
41 |
$137M |
+$18.7M |
-$2.59M |
+$16.1M |
BOND, VCIT, VCSH, IMCG, SPY
|
13F-HR |
11/1/2018, 03:18 PM |
Q2 2014 |
40 |
$140M |
+$5.53M |
-$7.24M |
-$1.71M |
BOND, VCIT, VCSH, SCHA, IMCG
|
13F-HR |
11/1/2018, 03:15 PM |
Q1 2014 |
34 |
$139M |
+$6.72M |
-$2.52M |
+$4.2M |
SCHA, BOND, VCIT, VCSH, IMCG
|
13F-HR |
11/1/2018, 03:13 PM |
Q4 2013 |
29 |
$132M |
|
|
|
SCHA, BOND, VCIT, VCSH, IMCG
|
13F-HR |
11/1/2018, 03:10 PM |