Q4 2024 |
32 |
$1.26B |
+$98M |
-$80.9M |
+$17.1M |
CCJ, PAR, APG, ARLP, BTU
|
13F-HR |
2/14/2025, 04:04 PM |
Q3 2024 |
34 |
$1.19B |
+$128M |
-$22.6M |
+$105M |
CCJ, BTU, APG, ARLP, PAR
|
13F-HR |
11/14/2024, 04:24 PM |
Q2 2024 |
29 |
$1.04B |
+$113M |
-$12.6M |
+$100M |
CCJ, BTU, APG, ARLP, VOO
|
Restatement |
8/16/2024, 11:19 AM |
Q1 2024 |
25 |
$866M |
+$81.6M |
-$34.4M |
+$47.2M |
CCJ, BTU, APG, STER, VOO
|
13F-HR |
5/15/2024, 04:53 PM |
Q4 2023 |
23 |
$806M |
+$106M |
-$64.7M |
+$41.2M |
CCJ, BTU, APG, ARLP, VOO
|
13F-HR |
2/14/2024, 04:18 PM |
Q3 2023 |
24 |
$733M |
+$42.9M |
-$23.9M |
+$19M |
BTU, CCJ, ARLP, EPD, VOO
|
13F-HR |
11/14/2023, 04:00 PM |
Q2 2023 |
23 |
$660M |
+$65.1M |
-$8.29M |
+$56.8M |
BTU, CCJ, VOO, EPD, STER
|
13F-HR |
8/14/2023, 05:46 PM |
Q1 2023 |
23 |
$590M |
+$35.5M |
-$23.6M |
+$12M |
BTU, CCJ, VOO, EPD, ARLP
|
13F-HR |
5/15/2023, 04:40 PM |
Q4 2022 |
22 |
$576M |
+$40.6M |
-$46.6M |
-$5.97M |
BTU, STER, CCJ, VOO, EPD
|
13F-HR |
2/14/2023, 03:27 PM |
Q3 2022 |
25 |
$599M |
+$156M |
-$42.7M |
+$114M |
BTU, VOO, STER, CCJ, IVV
|
13F-HR |
11/14/2022, 03:16 PM |
Q2 2022 |
22 |
$496M |
+$96.7M |
-$19.6M |
+$77.1M |
IVV, STER, BTU, CCJ, EPD
|
13F-HR |
8/15/2022, 04:57 PM |
Q1 2022 |
22 |
$533M |
+$121M |
|
+$121M |
STER, CCJ, IVV, BTU, EPD
|
13F-HR |
5/16/2022, 04:25 PM |
Q4 2021 |
23 |
$370M |
+$37.1M |
-$6.91M |
+$30.2M |
STER, IVV, CCJ, IEMG, EPD
|
13F-HR |
2/14/2022, 03:58 PM |
Q3 2021 |
30 |
$402M |
+$127M |
-$10.9M |
+$116M |
STER, IVV, CCJ, IEMG, EPD
|
13F-HR |
11/15/2021, 06:00 PM |
Q2 2021 |
26 |
$287M |
+$33.3M |
-$19.8M |
+$13.5M |
IEMG, IVV, EPD, CCJ, IEFA
|
13F-HR |
8/16/2021, 04:40 PM |
Q1 2021 |
31 |
$254M |
+$59.3M |
-$9.02M |
+$50.2M |
IVV, EPD, CCJ, IEMG, IEFA
|
13F-HR |
5/17/2021, 04:37 PM |
Q4 2020 |
25 |
$189M |
+$12.1M |
-$10.5K |
+$12.1M |
IVV, EPD, CCJ, IEFA, TSLX
|
13F-HR |
2/16/2021, 03:22 PM |
Q3 2020 |
24 |
$154M |
+$2.39M |
-$333K |
+$2.05M |
IVV, EPD, CCJ, IEFA, TSLX
|
13F-HR |
11/16/2020, 03:30 PM |
Q2 2020 |
24 |
$147M |
+$23.2M |
-$92.5M |
-$69.3M |
IVV, EPD, CCJ, IEFA, TSLX
|
13F-HR |
8/14/2020, 04:22 PM |
Q1 2020 |
30 |
$237M |
+$180M |
-$73.5K |
+$180M |
IEMG, IVV, HEDJ, IEFA, EPD
|
13F-HR |
5/15/2020, 04:45 PM |
Q4 2019 |
20 |
$110M |
+$7.15M |
-$818K |
+$6.34M |
HEDJ, MCHI, EWZ, CCJ, EEM
|
13F-HR |
2/14/2020, 03:27 PM |
Q3 2019 |
18 |
$99M |
+$14.4M |
-$1.32M |
+$13M |
HEDJ, MCHI, EWZ, EEM, CCJ
|
13F-HR |
11/14/2019, 03:06 PM |
Q2 2019 |
16 |
$95.1M |
+$13.6M |
-$253K |
+$13.3M |
HEDJ, MCHI, EWZ, EEM, CCJ
|
13F-HR |
8/14/2019, 04:29 PM |
Q1 2019 |
21 |
$81.9M |
+$19.3M |
-$17.7M |
+$1.59M |
HEDJ, MCHI, EEM, EWZ, KSA
|
13F-HR |
5/15/2019, 04:29 PM |
Q4 2018 |
21 |
$74M |
+$18.6M |
-$16.1M |
+$2.5M |
HEDJ, IVV, MCHI, EWZ, TSLXXXXX
|
13F-HR |
2/14/2019, 03:33 PM |
Q3 2018 |
29 |
$144M |
+$5.38M |
-$9.68M |
-$4.3M |
HEDJ, KRE, MCHI, XES, EWZ
|
13F-HR |
11/14/2018, 03:56 PM |
Q2 2018 |
28 |
$160M |
+$11.6M |
-$4.11M |
+$7.5M |
HEDJ, KRE, XES, MCHI, GDX
|
13F-HR |
8/14/2018, 04:05 PM |
Q1 2018 |
29 |
$169M |
+$22.1M |
-$3.07M |
+$19.1M |
HEDJ, KRE, MCHI, EWZ, XES
|
13F-HR |
5/15/2018, 05:03 PM |
Q4 2017 |
29 |
$155M |
+$9.92M |
-$30.1M |
-$20.2M |
HEDJ, KRE, MCHI, XES, EWZ
|
13F-HR |
2/14/2018, 04:03 PM |
Q3 2017 |
26 |
$173M |
+$17.9M |
-$3.14M |
+$14.8M |
HEDJ, MCHI, KRE, EWW, EWY
|
13F-HR |
11/14/2017, 03:36 PM |
Q2 2017 |
25 |
$151M |
+$3.22M |
-$6.69M |
-$3.47M |
HEDJ, MCHI, KRE, EWW, EWY
|
Restatement |
11/14/2017, 03:42 PM |
Q1 2017 |
24 |
$157M |
+$16.4M |
-$17.2M |
-$781K |
HEDJ, MCHI, KRE, TSLXXXXX, EWW
|
13F-HR |
5/15/2017, 11:17 AM |
Q4 2016 |
18 |
$147M |
+$87.3M |
|
+$87.3M |
HEDJ, TSLXXXXX, MCHI, KRE, EWY
|
13F-HR |
2/14/2017, 09:07 AM |
Q3 2016 |
14 |
$87.4M |
+$1.9M |
-$17M |
-$15.1M |
EZU, MCHI, EWY, EWTXXXX, EWW
|
Restatement |
2/14/2017, 09:09 AM |
Q2 2016 |
14 |
$120M |
+$26.4M |
|
+$26.4M |
EZU, TSLXXXXX, IVV, MCHI, EWY
|
13F-HR |
8/15/2016, 11:03 AM |
Q1 2016 |
11 |
$95.9M |
+$29.2M |
|
+$29.2M |
EZU, TSLXXXXX, MCHI, EWY, EWTXXXX
|
13F-HR |
5/16/2016, 03:45 PM |
Q4 2015 |
10 |
$127M |
+$1.06M |
-$2.64M |
-$1.58M |
HEDJ, DXJ, MCHI, TSLXXXXX, EWY
|
13F-HR |
2/16/2016, 12:31 PM |
Q3 2015 |
11 |
$129M |
|
|
|
HEDJ, DXJ, MCHI, TSLXXXXX, EWY
|
New Holdings |
11/13/2015, 10:17 AM |
Q3 2015 |
11 |
$129M |
+$4.93M |
|
+$4.93M |
HEDJ, DXJ, MCHI, TSLXXXXX, EWY
|
13F-HR |
11/6/2015, 01:58 PM |
Q2 2015 |
11 |
$149M |
+$24.3M |
|
+$24.3M |
HEDJ, DXJ, MCHI, TSLXXXXX, EWY
|
13F-HR |
8/14/2015, 11:57 AM |
Q1 2015 |
9 |
$125M |
+$10.4M |
|
+$10.4M |
DXJ, MCHI, TSLXXXXX, EWY, HEDJ
|
13F-HR |
5/15/2015, 03:28 PM |
Q4 2014 |
8 |
$108M |
+$13.6M |
|
+$13.6M |
DXJ, MCHI, TSLXXXXX, EWY, EWTXXXX
|
13F-HR |
2/17/2015, 12:56 PM |
Q3 2014 |
18 |
$112M |
+$25.5M |
|
+$25.5M |
DXJ, MCHI, EWY, TSLXXXXX, EWTXXXX
|
13F-HR |
11/14/2014, 11:05 AM |
Q2 2014 |
6 |
$86.5M |
+$3.23M |
|
+$3.23M |
DXJ, EWY, MCHI, EWTXXXX, EWW
|
13F-HR |
8/14/2014, 11:03 AM |
Q1 2014 |
35 |
$109M |
+$86.1M |
-$3.1M |
+$83M |
DXJ, EWY, MCHI, EWTXXXX, EWW
|
13F-HR |
5/15/2014, 04:15 PM |
Q4 2013 |
32 |
$92.2M |
|
|
|
DEM, EEM, LVS, QCOM, SNDK
|
13F-HR |
2/6/2014, 02:38 PM |