| Q1 2024 |
25 |
$992M |
+$60.3M |
-$324M |
-$263M |
IEF, SPY, SCHP, SHY, BBJP
|
13F-HR |
5/13/2024, 12:18 PM |
| Q4 2023 |
28 |
$1.22B |
+$402M |
-$151M |
+$252M |
IEF, SHY, BBJP, SPY, BWX
|
13F-HR |
2/9/2024, 06:38 PM |
| Q3 2023 |
23 |
$920M |
+$182M |
-$194M |
-$11.4M |
IEF, SHY, SPY, EMLP, BWX
|
13F-HR |
11/13/2023, 01:52 PM |
| Q2 2023 |
21 |
$957M |
+$174M |
-$31.8M |
+$142M |
BBJP, SHY, SPY, EMLP, BWX
|
13F-HR |
8/11/2023, 04:48 PM |
| Q1 2023 |
20 |
$814M |
+$242M |
-$32.6M |
+$210M |
SHY, SPY, EMLP, BWX, GLD
|
13F-HR |
5/12/2023, 04:53 PM |
| Q4 2022 |
22 |
$619M |
+$61.3M |
-$152M |
-$90.8M |
SPY, SHY, EMLP, GLD, VT
|
13F-HR |
2/14/2023, 08:25 AM |
| Q3 2022 |
21 |
$690M |
+$45.5M |
-$32.5M |
+$13M |
EMLP, SHY, SPY, GLD, NULV
|
13F-HR |
11/14/2022, 07:38 AM |
| Q2 2022 |
28 |
$772M |
+$242M |
-$33.7M |
+$208M |
EMLP, SPY, GLD, SHY, TIP
|
13F-HR |
8/4/2022, 06:14 PM |
| Q1 2022 |
27 |
$627M |
+$158M |
-$46.6M |
+$111M |
SPY, SHY, VT, BWX, GLD
|
13F-HR |
5/6/2022, 07:59 PM |
| Q4 2021 |
28 |
$540M |
+$71.7M |
-$150M |
-$78.2M |
BWX, SHY, VT, SPY, TIP
|
13F-HR |
2/7/2022, 07:13 PM |
| Q3 2021 |
28 |
$657M |
+$214M |
-$80.8M |
+$133M |
SPY, VT, GUNR, BWX, TIP
|
13F-HR |
10/29/2021, 05:18 PM |
| Q2 2021 |
30 |
$529M |
+$123M |
-$42.8M |
+$79.7M |
SPY, BWX, VTV, VT, TIP
|
13F-HR |
8/9/2021, 09:52 PM |
| Q1 2021 |
29 |
$433M |
+$93.9M |
-$91.4M |
+$2.49M |
SPY, BWX, VT, TIP, SHY
|
13F-HR |
5/13/2021, 12:02 PM |
| Q4 2020 |
26 |
$429M |
+$46.9M |
-$65.1M |
-$18.2M |
BWX, SPY, VT, GLD, TIP
|
13F-HR |
2/16/2021, 03:24 PM |
| Q3 2020 |
28 |
$443M |
+$90M |
-$93.4M |
-$3.42M |
BWX, TIP, GLD, SPY, VT
|
Restatement |
2/16/2021, 03:25 PM |
| Q2 2020 |
31 |
$456M |
+$207M |
-$39.7M |
+$167M |
SHY, TIP, SPY, GLD, VT
|
Restatement |
2/16/2021, 03:25 PM |
| Q1 2020 |
23 |
$253M |
+$83.6M |
-$10.1M |
+$73.5M |
SPY, VT, TIP, ACWI, VOO
|
Restatement |
2/16/2021, 03:25 PM |
| Q4 2019 |
23 |
$342M |
+$97.2M |
-$63M |
+$34.2M |
SPY, VT, GUNR, VTIP, ACWI
|
Restatement |
2/16/2021, 03:25 PM |
| Q3 2019 |
22 |
$311M |
+$39M |
-$496M |
-$457M |
IGSB, VT, GUNR, VTIP, SPY
|
Restatement |
2/16/2021, 03:25 PM |
| Q2 2019 |
217 |
$2.3B |
+$652M |
-$227M |
+$425M |
SPY, ACWI, IWD, GUNR, VTIP
|
13F-HR |
7/22/2019, 05:09 PM |
| Q1 2019 |
190 |
$2.08B |
+$880M |
-$235M |
+$645M |
VTIP, SPY, IWD, ACWI, GUNR
|
13F-HR |
5/3/2019, 05:56 PM |
| Q4 2018 |
185 |
$1.53B |
+$524M |
-$199M |
+$326M |
SPY, GUNR, VTIP, WMB, ET
|
13F-HR |
1/29/2019, 10:06 AM |
| Q3 2018 |
180 |
$2.17B |
+$732M |
-$426M |
+$306M |
ACWI, SPY, VTIP, GUNR, WFTIQ
|
13F-HR |
10/31/2018, 04:27 PM |
| Q2 2018 |
187 |
$2.25B |
+$821M |
-$210M |
+$612M |
WFTIQ, DVN, LNG, EPD, TIP
|
13F-HR |
7/24/2018, 05:13 PM |
| Q1 2018 |
215 |
$2.23B |
+$1.42B |
-$42.7M |
+$1.38B |
IWD, TIP, ACWI, WFTIQ, EOG
|
13F-HR |
5/15/2018, 04:07 PM |
| Q4 2017 |
128 |
$1.05B |
+$327M |
-$79.7M |
+$248M |
IWD, TIP, ACWI, EFA, SPY
|
13F-HR |
2/14/2018, 03:01 PM |
| Q3 2017 |
144 |
$952M |
+$371M |
-$109M |
+$262M |
IWD, TIP, AMJ, ACWI, AABA
|
13F-HR |
11/14/2017, 03:26 PM |
| Q2 2017 |
151 |
$796M |
+$418M |
-$162M |
+$256M |
TIP, ACWI, VNQI, SPY, EFA
|
13F-HR |
8/14/2017, 04:28 PM |
| Q1 2017 |
137 |
$609M |
+$268M |
-$16.2M |
+$252M |
IWD, TIP, ACWI, SPY, EFA
|
13F-HR |
5/15/2017, 04:13 PM |
| Q4 2016 |
97 |
$396M |
+$164M |
-$30.7M |
+$133M |
IWD, ACWI, TIP, SPY, EFA
|
13F-HR |
2/14/2017, 04:06 PM |
| Q3 2016 |
78 |
$344M |
+$163M |
-$10.1M |
+$153M |
ACWI, IWD, XLE, EFA, TIP
|
13F-HR |
11/14/2016, 03:42 PM |
| Q2 2016 |
49 |
$203M |
+$66.1M |
-$45.2M |
+$20.8M |
ACWI, EFA, IWD, SPY, TIP
|
13F-HR |
8/15/2016, 04:57 PM |
| Q1 2016 |
54 |
$235M |
+$47.8M |
-$29.4M |
+$18.5M |
ACWI, TIP, EFA, SPY, GDXXXXX
|
13F-HR |
5/16/2016, 04:05 PM |
| Q4 2015 |
58 |
$292M |
+$78.2M |
-$6.95M |
+$71.2M |
ACWI, EFA, SPY, XLE, TIP
|
13F-HR |
2/16/2016, 03:05 PM |
| Q3 2015 |
43 |
$232M |
+$26.7M |
-$23.3M |
+$3.41M |
ACWI, EFA, SPY, IWD, EEM
|
13F-HR |
11/16/2015, 03:15 PM |
| Q2 2015 |
60 |
$309M |
+$239M |
-$9.61M |
+$229M |
ACWI, EFA, SPY, VNQI, VNQ
|
13F-HR |
8/14/2015, 04:00 PM |
| Q1 2015 |
50 |
$105M |
+$37.7M |
-$102M |
-$64M |
DFE, RWX, TIP, A309PS, BHI
|
13F-HR |
5/15/2015, 04:10 PM |
| Q4 2014 |
78 |
$521M |
+$237M |
-$44.8M |
+$192M |
ACWI, EFA, A309PS, CFN, AGN
|
13F-HR |
2/17/2015, 03:00 PM |
| Q3 2014 |
127 |
$870M |
+$411M |
-$312M |
+$98.7M |
ACWI, A309PS, 4945SC, EFA, DHR
|
13F-HR |
11/14/2014, 03:00 PM |
| Q2 2014 |
136 |
$1.33B |
+$1.03B |
-$85.9M |
+$948M |
SPY, TIP, ACWI, EFA, CIMXXXX
|
13F-HR |
8/14/2014, 04:31 PM |
| Q1 2014 |
91 |
$759M |
+$491M |
-$177M |
+$314M |
CIMXXXX, FRX, SWFT, LYB, LNG
|
Restatement |
5/22/2014, 04:13 PM |
| Q4 2013 |
94 |
$811M |
|
|
|
EFA, CIMXXXX, IWF, GM, LNG
|
13F-HR |
2/14/2014, 03:00 PM |