Q4 2023 |
117 |
$86.1M |
+$12.6M |
-$17.4M |
-$4.8M |
VEU, SPY, INDA, DHR, MA
|
13F-HR |
2/2/2024, 06:07 AM |
Q3 2023 |
120 |
$84.9M |
+$21.1M |
-$852K |
+$20.3M |
VEU, SPY, INDA, NEE, MA
|
13F-HR |
10/30/2023, 09:51 AM |
Q2 2023 |
116 |
$80.7M |
+$20.5M |
-$7.28M |
+$13.2M |
VEU, SPY, INDA, MA, V
|
13F-HR |
7/28/2023, 06:15 AM |
Q1 2023 |
117 |
$82.5M |
+$18.3M |
-$3.12M |
+$15.2M |
VEU, SPY, MSFT, MA, VWO
|
13F-HR |
5/5/2023, 03:42 PM |
Q4 2022 |
115 |
$78.9M |
+$45.5M |
-$4.16M |
+$41.3M |
VEU, SPY, IEF, MA, MSFT
|
13F-HR |
2/3/2023, 05:05 AM |
Q3 2022 |
120 |
$76.7M |
+$17M |
-$2.22M |
+$14.8M |
EFA, EEM, IWM, IEF, EFV
|
13F-HR |
11/14/2022, 07:31 AM |
Q2 2022 |
118 |
$80.8M |
+$32.3M |
-$1.22M |
+$31.1M |
EFA, EEM, EFV, IEF, MA
|
13F-HR |
8/5/2022, 06:10 AM |
Q1 2022 |
124 |
$99.6M |
+$19.2M |
-$7.48M |
+$11.7M |
VEU, EFV, IEF, MA, AMZN
|
13F-HR |
5/13/2022, 10:09 AM |
Q4 2021 |
122 |
$111M |
|
|
|
VEU, VOO, IEF, EFV, MA
|
13F-HR |
2/11/2022, 05:33 AM |
Q3 2016 |
3 |
$41M |
+$2.47M |
-$562K |
+$1.91M |
IWM, SPY, CMLS
|
13F-HR |
11/10/2016, 08:12 AM |
Q2 2016 |
5 |
$45.7M |
|
-$51.9M |
-$51.9M |
SPY, IWM, ALLY, CMLS
|
13F-HR |
8/12/2016, 10:25 AM |
Q1 2016 |
5 |
$95.8M |
+$28.7M |
|
+$28.7M |
SPY, IWM, ALLY, CMLS
|
13F-HR |
5/13/2016, 12:39 PM |
Q4 2015 |
8 |
$72.8M |
+$1.67M |
-$92.8M |
-$91.2M |
SPY, IWM, ALLY, JCPNQ, ZINCQ
|
13F-HR |
2/5/2016, 02:22 PM |
Q3 2015 |
20 |
$238M |
+$35M |
-$47.6M |
-$12.6M |
SPY, IWM, HYG, ALLY, ACAS
|
13F-HR |
11/13/2015, 09:36 AM |
Q2 2015 |
23 |
$324M |
+$100M |
-$11.7M |
+$88.5M |
SPY, HYG, IWM, ACAS, ALLY
|
13F-HR |
8/13/2015, 09:40 AM |
Q1 2015 |
21 |
$247M |
+$57M |
-$42.5M |
+$14.4M |
HYG, SPY, IWM, T104PS, CUBI
|
13F-HR |
5/15/2015, 11:03 AM |
Q4 2014 |
22 |
$244M |
+$47M |
-$192M |
-$145M |
HYG, SPY, IWM, CUBI, T104PS
|
13F-HR |
2/13/2015, 09:29 AM |
Q3 2014 |
20 |
$471M |
+$264M |
-$3.18M |
+$261M |
HYG, SPY, IWM, IYR, T104PS
|
13F-HR |
11/14/2014, 09:00 AM |
Q2 2014 |
26 |
$255M |
+$53.6M |
-$74.1M |
-$20.5M |
HYG, SPY, IWM, T104PS, EACIQ
|
13F-HR |
8/14/2014, 09:36 AM |
Q1 2014 |
32 |
$303M |
+$157M |
-$7.08M |
+$149M |
SPY, IWM, HYG, T104PS, EACIQ
|
13F-HR |
5/14/2014, 10:19 AM |
Q4 2013 |
27 |
$181M |
|
|
|
SPY, EACIQ, COLE, IWM, JCPNQ
|
Restatement |
4/8/2014, 10:58 AM |