Q4 2024 |
21 |
$162M |
+$28.8M |
-$30.9M |
-$2.05M |
GLD, IAU, SGOV, SHV, SHYG
|
13F-HR |
2/3/2025, 11:08 AM |
Q3 2024 |
15 |
$172M |
+$16.6M |
-$23.2M |
-$6.6M |
GLD, IAU, SGOV, SHV, IGLB
|
13F-HR |
11/12/2024, 03:31 PM |
Q2 2024 |
12 |
$166M |
+$10.5M |
-$21.8M |
-$11.4M |
SGOV, SHV, GLD, IAU, VCLT
|
13F-HR |
8/1/2024, 01:08 PM |
Q1 2024 |
11 |
$178M |
+$8.44M |
-$12.7M |
-$4.21M |
SGOV, SHV, GLD, IAU, CDW
|
13F-HR |
5/13/2024, 04:53 PM |
Q4 2023 |
11 |
$176M |
+$22.6M |
-$9.96M |
+$12.6M |
SGOV, SHV, IAU, GLD, CDW
|
13F-HR |
1/24/2024, 01:36 PM |
Q3 2023 |
19 |
$152M |
+$64.2M |
-$68.8M |
-$4.66M |
SHV, SGOV, GLD, IAU, CDW
|
13F-HR |
11/7/2023, 10:28 AM |
Q2 2023 |
17 |
$162M |
+$11.1M |
|
+$11.1M |
IAU, GLD, SHYG, SJNK, SPY
|
13F-HR |
8/8/2023, 11:25 AM |
Q1 2023 |
16 |
$152M |
+$9.55M |
-$15.1M |
-$5.56M |
IAU, GLD, SHYG, ACWX, SPY
|
13F-HR |
5/10/2023, 04:08 PM |
Q4 2022 |
16 |
$151M |
+$71.5M |
-$12K |
+$71.5M |
IAU, GLD, SHYG, ACWX, RSP
|
13F-HR |
1/24/2023, 08:08 AM |
Q3 2022 |
12 |
$91.8M |
+$18.6M |
-$19.6M |
-$1M |
IAU, GLD, SCHP, UNH, KNX
|
13F-HR |
10/26/2022, 05:46 PM |
Q2 2022 |
21 |
$167M |
+$36.7M |
-$12.8M |
+$23.8M |
IAU, GLD, PFF, TIP, UNH
|
13F-HR |
7/26/2022, 02:19 PM |
Q1 2022 |
23 |
$184M |
+$11.5M |
-$231K |
+$11.3M |
IAU, GLD, VGIT, UNH, LH
|
13F-HR |
5/5/2022, 02:00 PM |
Q4 2021 |
21 |
$181M |
+$9.6M |
-$64K |
+$9.53M |
IAU, GLD, VGIT, LH, CDW
|
13F-HR |
1/28/2022, 03:18 PM |
Q3 2021 |
21 |
$157M |
+$6.79K |
-$36.5M |
-$36.5M |
IAU, GLD, VGIT, LH, CDW
|
13F-HR |
11/1/2021, 10:08 AM |
Q2 2021 |
26 |
$194M |
+$39.4M |
-$23.1M |
+$16.3M |
IAU, GLD, VGIT, IGV, LH
|
13F-HR |
8/11/2021, 10:56 AM |
Q1 2021 |
25 |
$171M |
+$26M |
-$9.89M |
+$16.1M |
IAUXXXX, GLD, VGIT, SHY, LH
|
13F-HR |
5/3/2021, 01:11 PM |
Q4 2020 |
25 |
$151M |
+$34.9M |
-$5.42M |
+$29.5M |
IAUXXXX, GLD, VGIT, SHY, WMT
|
13F-HR |
2/2/2021, 11:36 AM |
Q3 2020 |
20 |
$128M |
+$833K |
-$1.31M |
-$475K |
IAUXXXX, GLD, VGIT, SHY, TLT
|
13F-HR |
11/5/2020, 04:13 PM |
Q2 2020 |
20 |
$123M |
+$26.6M |
|
+$26.6M |
IAUXXXX, GLD, VGIT, SHY, TLT
|
13F-HR |
8/13/2020, 08:05 AM |
Q1 2020 |
17 |
$113M |
+$11.1M |
-$1.52M |
+$9.63M |
IAUXXXX, GLD, IEF, VGIT, SHY
|
13F-HR |
5/12/2020, 11:57 AM |
Q4 2019 |
19 |
$124M |
+$8.85M |
|
+$8.85M |
GLD, IAUXXXX, IEF, VGIT, IVV
|
13F-HR |
2/11/2020, 09:40 AM |
Q3 2019 |
20 |
$126M |
+$27.9M |
-$18.8M |
+$9.06M |
GLD, IAUXXXX, IEF, VGIT, IVV
|
13F-HR |
11/7/2019, 03:04 PM |
Q2 2019 |
16 |
$118M |
+$41.9M |
-$2.02M |
+$39.8M |
SHY, GLD, IEF, IAUXXXX, VGIT
|
13F-HR |
8/13/2019, 10:26 AM |
Q1 2019 |
12 |
$112M |
+$1.25M |
-$7.11M |
-$5.87M |
VOO, IEF, GLD, VGIT, IAUXXXX
|
13F-HR |
4/30/2019, 09:58 AM |
Q4 2018 |
14 |
$123M |
+$85.8M |
-$18M |
+$67.8M |
VOO, VGIT, IEF, GLD, IAUXXXX
|
13F-HR |
2/13/2019, 03:19 PM |
Q3 2018 |
18 |
$129M |
+$74.6M |
-$1.94M |
+$72.6M |
VOO, SPY, IVV, ACWX, XLV
|
13F-HR |
11/14/2018, 08:36 AM |
Q2 2018 |
12 |
$82.7M |
+$32.5M |
-$12.1M |
+$20.4M |
VOO, IEF, NUE, JPM, WMT
|
13F-HR |
7/27/2018, 12:09 PM |
Q1 2018 |
10 |
$84.2M |
+$34.6M |
-$1.12M |
+$33.5M |
VOO, IAUXXXX, GLD, JPM, OC
|
13F-HR |
5/14/2018, 05:57 PM |
Q4 2017 |
23 |
$137M |
+$49.6M |
-$870K |
+$48.8M |
VOO, SPY, KRE, KBE, QQQXXXX
|
13F-HR |
2/9/2018, 09:32 AM |
Q3 2017 |
25 |
$156M |
+$111M |
-$1.3M |
+$110M |
VOO, IWM, AMLPXXXX, OEF, IAUXXXX
|
13F-HR |
11/13/2017, 03:25 PM |
Q2 2017 |
12 |
$72.6M |
+$38.7M |
-$25.6M |
+$13.2M |
VOO, HYG, PGXXXXX, GDX, GOLD
|
13F-HR |
8/11/2017, 05:40 PM |
Q1 2017 |
12 |
$139M |
+$100M |
|
+$100M |
VOO, IWB, VV, ACWX, SPY
|
13F-HR |
5/12/2017, 04:27 PM |
Q4 2016 |
7 |
$120M |
+$79M |
-$22.4M |
+$56.6M |
VOO, DIA, VTI, PFF, IVV
|
13F-HR |
2/10/2017, 04:37 PM |
Q3 2016 |
19 |
$132M |
+$107M |
|
+$107M |
VTI, IWB, PFF, IJH, META
|
13F-HR |
11/14/2016, 10:12 AM |
Q2 2016 |
7 |
$139M |
+$89.3M |
-$2.56M |
+$86.7M |
VOO, IVV, VTI, IWV, BND
|
13F-HR |
8/15/2016, 12:04 PM |
Q1 2016 |
6 |
$148M |
+$108M |
-$13.9M |
+$94.3M |
PFF, IVV, IWB, SPY, VOO
|
13F-HR |
5/12/2016, 01:44 PM |
Q4 2015 |
13 |
$113M |
+$87.1M |
-$39.3M |
+$47.8M |
VOO, PGXXXXX, PFF, IEF, IWM
|
13F-HR |
2/16/2016, 07:23 PM |
Q3 2015 |
6 |
$80.3M |
+$66M |
-$5.45M |
+$60.5M |
SHY, PFF, AAPL, GLD, IAUXXXX
|
13F-HR |
11/17/2015, 02:02 PM |
Q2 2015 |
13 |
$87.6M |
+$45.8M |
-$669K |
+$45.1M |
SBUX, AAPL, NKE, CVS, UNH
|
13F-HR |
7/24/2015, 03:49 PM |
Q1 2015 |
20 |
$149M |
+$87.1M |
-$12.7M |
+$74.4M |
PFF, PGXXXXX, XTN, XLV, IYH
|
13F-HR |
5/7/2015, 02:36 PM |
Q4 2014 |
21 |
$148M |
+$115M |
-$3.44M |
+$112M |
PFF, OEF, DVY, XLK, XLF
|
13F-HR |
2/11/2015, 08:34 AM |
Q3 2014 |
13 |
$51.3M |
+$13.4M |
-$3.1M |
+$10.3M |
FDX, MSFT, LUV, DFS, AAPL
|
13F-HR |
11/14/2014, 03:53 PM |
Q2 2014 |
27 |
$130M |
|
|
|
PFF, HYG, DVY, FDX, DIS
|
13F-HR |
8/14/2014, 02:53 PM |