Q2 2025 |
30 |
$306M |
+$4.84M |
-$13.3M |
-$8.42M |
IEF, VGIT, SHV, IEI, SHY
|
13F-HR |
7/14/2025, 08:10 PM |
Q1 2025 |
33 |
$310M |
+$47M |
-$47.2M |
-$247K |
IEF, VGIT, SHV, IEI, SHY
|
13F-HR |
5/7/2025, 08:10 PM |
Q4 2024 |
33 |
$303M |
+$101M |
-$19.6M |
+$81.8M |
VGIT, IEF, SHV, IEI, SHY
|
13F-HR |
1/28/2025, 07:10 PM |
Q3 2024 |
32 |
$243M |
+$122M |
-$7.09M |
+$115M |
IEI, IEF, VGIT, SHY, IDV
|
13F-HR |
11/6/2024, 07:17 PM |
Q2 2024 |
22 |
$120M |
+$63.5M |
-$132M |
-$68.3M |
SPHD, SCHD, VGIT, VCIT, IGIB
|
13F-HR |
7/23/2024, 08:30 PM |
Q1 2024 |
25 |
$190M |
+$91.6M |
-$10.1M |
+$81.5M |
DVY, DGRO, XLP, XLE, IDV
|
13F-HR |
4/23/2024, 08:11 PM |
Q4 2023 |
21 |
$103M |
+$23.2M |
-$67.9M |
-$44.7M |
VNQ, XLE, HDV, DVY, VPU
|
13F-HR |
1/22/2024, 08:10 PM |
Q3 2023 |
27 |
$137M |
+$16.9M |
-$15.2M |
+$1.7M |
VNQ, IYR, XLRE, REET, SPYD
|
13F-HR |
10/25/2023, 08:07 PM |
Q2 2023 |
25 |
$148M |
+$5.61M |
-$14.6M |
-$8.95M |
VNQ, IYR, XLRE, REET, SPYD
|
13F-HR |
7/24/2023, 08:12 PM |
Q1 2023 |
40 |
$227M |
+$50.9M |
-$5.8M |
+$45.1M |
VNQ, IYR, XLRE, REET, SPY
|
13F-HR |
4/19/2023, 08:29 PM |
Q4 2022 |
45 |
$201M |
+$51.7M |
-$8.33M |
+$43.4M |
VNQ, IYR, XLRE, REET, VYM
|
13F-HR |
1/23/2023, 06:10 PM |
Q3 2022 |
44 |
$164M |
+$15.7M |
-$19.3M |
-$3.52M |
VNQ, IYR, XLRE, REET, VYM
|
13F-HR |
11/9/2022, 05:58 PM |
Q2 2022 |
48 |
$236M |
+$201M |
|
+$201M |
VNQ, SPY, XLK, IYR, XLRE
|
13F-HR |
7/19/2022, 09:39 PM |
Q1 2022 |
8 |
$42.2M |
+$22.7M |
|
+$22.7M |
VNQ, IYR, REET, XLRE, ICF
|
13F-HR |
4/21/2022, 08:36 PM |
Q4 2021 |
43 |
$114M |
+$34.8M |
-$66.5M |
-$31.8M |
EWA, XLRE, VNQ, IYR, REET
|
13F-HR |
2/14/2022, 05:30 AM |
Q3 2021 |
42 |
$180M |
+$61.6M |
-$28.4M |
+$33.2M |
EWA, IYR, VNQ, DIA, REET
|
13F-HR |
11/9/2021, 08:24 PM |
Q2 2021 |
45 |
$151M |
+$54.9M |
-$90.2M |
-$35.3M |
EWA, IYR, VNQ, VYM, XLU
|
13F-HR |
8/4/2021, 07:59 PM |
Q1 2021 |
36 |
$175M |
+$72.3M |
-$13.6M |
+$58.7M |
ICF, EWA, IYR, VNQ, REET
|
13F-HR |
5/11/2021, 07:56 PM |
Q4 2020 |
16 |
$110M |
+$13.9M |
-$14.4M |
-$497K |
ICF, EWA, IYR, REET, VNQ
|
Restatement |
2/11/2021, 07:06 PM |
Q3 2020 |
17 |
$126M |
+$44.5M |
|
+$44.5M |
EWA, ICF, IYR, VNQ, REET
|
13F-HR |
10/27/2020, 09:00 PM |
Q2 2020 |
13 |
$96.6M |
+$22.7M |
-$16.1M |
+$6.57M |
EWA, ICF, IYR, VNQ, REET
|
13F-HR |
7/21/2020, 09:46 PM |
Q1 2020 |
12 |
$125M |
+$47.7M |
|
+$47.7M |
EWA, VOO, IYR, DIA, VNQ
|
13F-HR |
5/11/2020, 08:03 PM |
Q4 2019 |
9 |
$105M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
13F-HR |
2/4/2020, 07:18 PM |
Q3 2019 |
9 |
$105M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
13F-HR |
11/6/2019, 07:36 PM |
Q2 2019 |
9 |
$101M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
13F-HR |
8/6/2019, 08:17 PM |
Q1 2019 |
9 |
$99.2M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
13F-HR |
5/9/2019, 09:09 PM |
Q4 2018 |
9 |
$87M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
13F-HR |
2/6/2019, 06:44 PM |
Q3 2018 |
9 |
$94.8M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
13F-HR |
10/24/2018, 09:45 PM |
Q2 2018 |
9 |
$95M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
13F-HR |
7/24/2018, 06:49 PM |
Q1 2018 |
9 |
$90.5M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
13F-HR |
5/8/2018, 06:40 PM |
Q4 2017 |
9 |
$96.8M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
13F-HR |
2/8/2018, 07:47 PM |
Q3 2017 |
9 |
$95M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
13F-HR |
11/7/2017, 07:45 PM |
Q2 2017 |
9 |
$93.7M |
|
|
|
EWA, IYR, VNQ, ICF, HDV
|
Restatement |
8/14/2017, 09:20 PM |
Q1 2017 |
11 |
$164M |
|
|
|
IEF, EWA, IEI, IYR, VNQ
|
13F-HR |
5/11/2017, 09:56 PM |
Q4 2016 |
11 |
$160M |
|
|
|
IEF, IEI, EWA, IYR, VNQ
|
13F-HR |
2/15/2017, 06:55 PM |
Q3 2016 |
14 |
$256M |
+$5.58M |
-$30.2M |
-$24.6M |
SHY, IEF, IEI, EWA, IYR
|
13F-HR |
11/10/2016, 06:54 PM |
Q2 2016 |
13 |
$281M |
+$124M |
-$58.9M |
+$65.4M |
SHY, IEF, IYR, IEI, EWA
|
13F-HR |
8/9/2016, 07:00 PM |
Q1 2016 |
11 |
$246M |
+$2.84M |
|
+$2.84M |
SHY, IEF, IEI, EEM, EWTXXXX
|
13F-HR |
5/12/2016, 07:23 PM |
Q4 2015 |
11 |
$238M |
|
|
|
SHY, IEF, IEI, EEM, FXI
|
13F-HR |
2/9/2016, 06:20 PM |
Q3 2015 |
11 |
$240M |
+$3.73M |
|
+$3.73M |
SHY, IEF, IEI, EEM, FXI
|
13F-HR |
11/12/2015, 06:54 PM |
Q2 2015 |
13 |
$244M |
|
|
|
SHY, IEF, IEI, EEM, FXI
|
13F-HR |
8/11/2015, 09:12 PM |
Q1 2015 |
13 |
$247M |
|
|
|
SHY, IEF, IEI, EEM, FXI
|
13F-HR |
5/11/2015, 08:15 PM |
Q4 2014 |
13 |
$243M |
|
|
|
SHY, IEF, IEI, EEM, FXI
|
13F-HR |
2/9/2015, 06:31 PM |
Q3 2014 |
13 |
$243M |
|
|
|
SHY, IEF, IEI, EEM, FXI
|
13F-HR |
11/12/2014, 07:13 PM |
Q2 2014 |
13 |
$245M |
|
|
|
SHY, IEF, IEI, EEM, EWA
|
13F-HR |
8/6/2014, 08:53 PM |
Q1 2014 |
13 |
$242M |
|
|
|
SHY, IEF, IEI, EEM, EWA
|
13F-HR |
5/13/2014, 08:12 PM |
Q4 2013 |
14 |
$246M |
|
|
|
SHY, IEF, IEI, EEM, FXI
|
13F-HR |
2/11/2014, 06:50 PM |