| Q1 2021 |
|
|
|
|
|
|
13F-NT |
4/14/2021, 06:07 PM |
| Q4 2020 |
|
|
|
|
|
|
13F-NT |
2/12/2021, 11:17 AM |
| Q3 2020 |
|
|
|
|
|
|
13F-NT |
11/13/2020, 12:22 PM |
| Q2 2020 |
299 |
$213M |
+$81.1M |
-$40.6M |
+$40.5M |
SCHF, SCHP, SCHE, FLRN, SCHX
|
13F-HR |
8/13/2020, 07:35 PM |
| Q1 2020 |
285 |
$220M |
+$96.2M |
-$29.8M |
+$66.4M |
SCHP, CHE, SCHF, SCHE, CDNS
|
13F-HR |
5/13/2020, 05:18 PM |
| Q4 2019 |
301 |
$361M |
+$145M |
-$144M |
+$260K |
CHE, SCHE, SCHF, MTG, HELE
|
13F-HR |
2/13/2020, 03:55 PM |
| Q3 2019 |
306 |
$540M |
+$208M |
-$27.9M |
+$180M |
CACI, EME, CHE, NWE, RH
|
13F-HR |
11/13/2019, 05:50 PM |
| Q2 2019 |
306 |
$563M |
+$224M |
-$39.5M |
+$185M |
CHE, EME, KBR, SAM, CACI
|
13F-HR |
8/7/2019, 02:54 PM |
| Q1 2019 |
314 |
$576M |
+$282M |
-$27.4M |
+$255M |
CHE, CREE, BKH, RDN, CNMD
|
13F-HR |
5/7/2019, 12:29 PM |
| Q4 2018 |
304 |
$489M |
+$304M |
-$23.6M |
+$280M |
CHE, CREE, BKH, FULT, CHGG
|
13F-HR |
2/7/2019, 06:24 PM |
| Q3 2018 |
316 |
$461M |
+$196M |
-$23.9M |
+$172M |
WCG, PGR, ZBRA, ODFL, CHE
|
13F-HR |
11/13/2018, 09:00 AM |
| Q2 2018 |
310 |
$441M |
+$247M |
-$31.4M |
+$215M |
WCG, EXR, ZTS, ETFC, LW
|
13F-HR |
8/13/2018, 06:01 PM |
| Q1 2018 |
268 |
$404M |
+$251M |
-$47.1M |
+$204M |
ETFC, WDC, ZTS, TSS, RL
|
13F-HR |
5/15/2018, 11:03 AM |
| Q4 2017 |
227 |
$404M |
+$177M |
-$116M |
+$61.8M |
BURL, URI, TSS, ETFC, NRG
|
13F-HR |
2/13/2018, 05:05 PM |
| Q3 2017 |
248 |
$520M |
+$313M |
-$209M |
+$104M |
URI, PFG, BBY, LEA, CAT
|
13F-HR |
11/7/2017, 02:52 PM |
| Q2 2017 |
159 |
$593M |
+$303M |
-$13.5M |
+$289M |
BBY, PFG, URI, WDC, VRSN
|
13F-HR |
8/14/2017, 07:17 PM |
| Q1 2017 |
160 |
$467M |
+$223M |
-$36.2M |
+$187M |
PFG, URI, AMAT, PGR, BBY
|
13F-HR |
5/2/2017, 12:59 PM |
| Q4 2016 |
122 |
$421M |
+$420M |
|
+$420M |
SPR, CFG, GS, VNTV, PFG
|
13F-HR |
2/14/2017, 09:43 AM |
| Q3 2016 |
66 |
$10.9M |
+$9.09M |
-$1.16M |
+$7.93M |
IWM, SPY, EEM, EFA, EMB
|
13F-HR |
11/14/2016, 10:26 AM |
| Q2 2016 |
96 |
$6.58M |
+$4.37M |
-$1M |
+$3.37M |
IWM, AGG, GLD, XLB, SLV
|
13F-HR |
8/15/2016, 11:12 AM |
| Q1 2016 |
99 |
$13.3M |
+$11.6M |
-$3.94M |
+$7.69M |
EEM, IEF, MBB, BSV, BND
|
13F-HR |
5/16/2016, 11:23 AM |
| Q4 2015 |
72 |
$12.2M |
|
|
|
SPY, DBEF, XLK, IWM, XLY
|
13F-HR |
2/9/2016, 02:54 PM |