Q4 2018 |
129 |
$252M |
+$203M |
-$39.2M |
+$164M |
SHY, SCHO, VGSH, BLV, BIV
|
13F-HR |
1/11/2019, 09:48 AM |
Q3 2018 |
289 |
$312M |
+$35.6M |
-$16.2M |
+$19.4M |
HYG, JNKXXXX, AGG, IEI, VGT
|
13F-HR |
10/5/2018, 02:08 PM |
Q2 2018 |
273 |
$299M |
+$34.3M |
-$33.9M |
+$415K |
HYG, JNKXXXX, SHY, AGG, IEI
|
13F-HR |
7/24/2018, 04:46 PM |
Q1 2018 |
268 |
$310M |
+$28.3M |
-$46.2M |
-$17.9M |
HYG, IEI, JNKXXXX, AGG, SHY
|
13F-HR |
4/13/2018, 03:46 PM |
Q4 2017 |
273 |
$359M |
+$84M |
-$30.2M |
+$53.8M |
HYG, JNKXXXX, AGG, IEI, VFH
|
13F-HR |
1/11/2018, 03:19 PM |
Q3 2017 |
246 |
$344M |
+$25.7M |
-$23.7M |
+$2.02M |
HYG, JNKXXXX, AGG, IEI, IEF
|
13F-HR |
11/21/2017, 12:57 PM |
Q2 2017 |
191 |
$343M |
+$51.9M |
-$22.9M |
+$29M |
HYG, IEI, JNKXXXX, AGG, IEF
|
13F-HR |
7/18/2017, 03:12 PM |
Q1 2017 |
86 |
$323M |
+$28.6M |
-$12.5M |
+$16M |
HYG, AGG, IEI, JNKXXXX, IEF
|
13F-HR |
4/13/2017, 03:58 PM |
Q4 2016 |
87 |
$307M |
+$78.1M |
-$4.14M |
+$73.9M |
AGG, HYG, IEI, JNKXXXX, IJH
|
13F-HR |
1/19/2017, 03:45 PM |
Q3 2016 |
88 |
$286M |
+$52.3M |
-$46.3M |
+$6.03M |
IEI, AGG, HYG, JNKXXXX, IWM
|
13F-HR |
11/4/2016, 03:11 PM |
Q2 2016 |
78 |
$282M |
+$20.5M |
-$5.28M |
+$15.3M |
AGG, IEI, BLV, HYG, BIV
|
13F-HR |
7/14/2016, 03:22 PM |
Q1 2016 |
110 |
$283M |
+$183M |
-$26M |
+$157M |
AGG, IEI, BLV, BIV, BSV
|
13F-HR |
4/14/2016, 12:07 PM |
Q4 2015 |
49 |
$147M |
+$48.9M |
-$38.8M |
+$10.1M |
IEI, AGG, IVV, BSV, BIV
|
13F-HR |
1/21/2016, 10:40 AM |
Q3 2015 |
31 |
$140M |
+$95.5M |
-$19M |
+$76.5M |
SHY, IEI, IEF, AGG, BIV
|
13F-HR |
10/16/2015, 01:52 PM |
Q2 2015 |
106 |
$299M |
+$31.4M |
-$30.7M |
+$690K |
IWM, IJH, HYG, AGG, IEI
|
13F-HR |
7/20/2015, 01:11 PM |
Q1 2015 |
108 |
$318M |
+$68.3M |
-$52.9M |
+$15.4M |
IWM, HYG, IVV, IJH, JNKXXXX
|
13F-HR |
4/9/2015, 05:12 PM |
Q4 2014 |
178 |
$316M |
+$135M |
-$166M |
-$31.3M |
IEF, IVV, IWM, IJH, IEI
|
13F-HR |
2/4/2015, 03:49 PM |
Q3 2014 |
119 |
$363M |
+$76M |
-$95.9M |
-$19.9M |
IJH, IVV, IWM, HYG, JNKXXXX
|
13F-HR |
10/30/2014, 03:46 PM |
Q2 2014 |
392 |
$427M |
+$170M |
-$178M |
-$7.31M |
IVV, IEF, IJH, IWM, HYG
|
13F-HR |
8/7/2014, 03:12 PM |
Q1 2014 |
105 |
$424M |
|
|
|
IVV, IWM, SSO, UWM, HYG
|
New Holdings |
4/30/2014, 06:30 PM |
Q1 2014 |
105 |
$424M |
+$200M |
-$99.8M |
+$99.8M |
IVV, IWM, SSO, UWM, HYG
|
13F-HR |
4/30/2014, 12:33 PM |
Q4 2013 |
55 |
$376M |
|
|
|
IVV, IJH, MVV, SSO, HYG
|
13F-HR |
1/24/2014, 02:11 PM |