| Q4 2020 |
|
|
|
|
$0 |
|
13F-NT |
11 Feb 2021, 14:14 |
| Q3 2020 |
|
|
|
|
$0 |
|
13F-NT |
12 Nov 2020, 13:25 |
| Q2 2020 |
|
|
|
|
$0 |
|
13F-NT |
14 Aug 2020, 10:10 |
| Q1 2020 |
|
|
|
|
$0 |
|
13F-NT |
14 May 2020, 10:21 |
| Q4 2019 |
267 |
$325,728,000 |
+$19,218,302 |
-$9,331,219 |
+$9,887,083 |
SCHH, EMLP, AAPL, FI, VNQI
|
13F-HR |
11 Feb 2020, 13:29 |
| Q3 2019 |
265 |
$299,109,000 |
+$33,281,322 |
-$4,392,638 |
+$28,888,684 |
SCHH, FI, VNQI, EMLP, SPY
|
Restatement |
14 Nov 2019, 15:33 |
| Q2 2019 |
247 |
$267,087,000 |
+$5,034,389 |
-$2,355,574 |
+$2,678,815 |
SCHH, VNQI, FI, SPY, EMLP
|
13F-HR |
16 Jul 2019, 11:27 |
| Q1 2019 |
251 |
$259,735,000 |
+$12,637,468 |
-$5,151,268 |
+$7,486,200 |
SCHH, VNQI, FI, SPY, EFA
|
13F-HR |
24 Apr 2019, 13:08 |
| Q4 2018 |
244 |
$225,588,000 |
+$13,938,346 |
-$7,263,563 |
+$6,674,783 |
SCHH, VNQI, FI, BRKB, EFA
|
13F-HR |
05 Feb 2019, 11:19 |
| Q3 2018 |
246 |
$253,483,000 |
+$4,420,555 |
-$3,383,208 |
+$1,037,347 |
SCHH, VNQI, FI, TYGXXXX, AAPL
|
13F-HR |
23 Oct 2018, 11:49 |
| Q2 2018 |
343 |
$240,150,008 |
+$4,908,779 |
-$7,950,644 |
-$3,041,865 |
SCHH, VNQI, FI, TYGXXXX, SPY
|
13F-HR |
26 Jul 2018, 12:21 |
| Q1 2018 |
384 |
$239,216,000 |
+$19,732,465 |
-$3,643,514 |
+$16,088,951 |
SCHH, VNQI, FI, TYGXXXX, VEA
|
13F-HR |
04 May 2018, 12:07 |
| Q4 2017 |
342 |
$238,471,000 |
+$3,986,999 |
-$5,223,291 |
-$1,236,292 |
SCHH, VNQI, TYGXXXX, FI, VEA
|
13F-HR |
26 Jan 2018, 14:39 |
| Q3 2017 |
228 |
$229,400,000 |
+$3,204,620 |
-$4,516,457 |
-$1,311,837 |
SCHH, VNQI, TYGXXXX, FI, VEA
|
13F-HR |
31 Oct 2017, 17:12 |
| Q2 2017 |
233 |
$225,970,000 |
+$4,632,695 |
-$3,454,395 |
+$1,178,300 |
SCHH, VNQI, TYGXXXX, FI, VEA
|
13F-HR |
28 Jul 2017, 12:26 |
| Q1 2017 |
253 |
$223,272,000 |
+$7,581,994 |
-$6,950,905 |
+$631,089 |
SCHH, TYGXXXX, VNQI, FI, SPY
|
13F-HR |
19 Apr 2017, 16:52 |
| Q4 2016 |
381 |
$215,292,000 |
+$12,752,461 |
-$82,663,542 |
-$69,911,081 |
SCHH, VNQI, TYGXXXX, FI, KYN
|
13F-HR |
02 Feb 2017, 15:03 |
| Q3 2016 |
369 |
$292,912,000 |
+$3,042,572 |
-$10,837,816 |
-$7,795,244 |
PFE, SCHH, VNQI, TYGXXXX, FI
|
13F-HR |
26 Oct 2016, 12:32 |
| Q2 2016 |
373 |
$306,782,000 |
+$28,926,345 |
-$4,200,729 |
+$24,725,616 |
PFE, SCHH, VNQI, TYGXXXX, FI
|
13F-HR |
08 Aug 2016, 15:25 |
| Q1 2016 |
379 |
$268,755,000 |
+$8,591,640 |
-$5,354,880 |
+$3,236,760 |
PFE, SCHH, VNQI, TYGXXXX, FI
|
13F-HR |
28 Apr 2016, 16:51 |
| Q4 2015 |
389 |
$265,110,000 |
+$12,237,223 |
-$7,753,591 |
+$4,483,632 |
PFE, SCHH, VNQI, TYGXXXX, FI
|
13F-HR |
04 Feb 2016, 10:26 |
| Q3 2015 |
382 |
$253,957,000 |
+$10,400,632 |
-$5,353,797 |
+$5,046,835 |
PFE, SCHH, TYGXXXX, VNQI, KYN
|
13F-HR |
10 Nov 2015, 12:10 |
| Q2 2015 |
240 |
$275,968,000 |
+$19,676,497 |
-$1,535,630 |
+$18,140,867 |
PFE, TYGXXXX, SCHH, VNQI, KYN
|
13F-HR |
10 Aug 2015, 16:51 |
| Q1 2015 |
260 |
$267,197,000 |
+$7,256,898 |
-$9,375,816 |
-$2,118,918 |
PFE, TYGXXXX, SCHH, VNQI, KYN
|
13F-HR |
14 May 2015, 12:29 |
| Q4 2014 |
270 |
$265,609,150 |
+$21,548,535 |
-$9,686,279 |
+$11,862,256 |
PFE, SCHH, TYGXXXX, VNQI, KYN
|
13F-HR |
28 Jan 2015, 13:51 |
| Q3 2014 |
271 |
$250,693,000 |
+$40,266,664 |
-$2,435,092 |
+$37,831,572 |
PFE, VNQI, TYGXXXX, SCHH, KYN
|
13F-HR |
10 Nov 2014, 13:09 |
| Q2 2014 |
277 |
$218,788,000 |
+$14,330,536 |
-$5,453,157 |
+$8,877,379 |
TYGXXXX, PFE, KYN, SCHH, WAG
|
13F-HR |
07 Aug 2014, 11:13 |
| Q1 2014 |
262 |
$213,276,000 |
+$2,637,415 |
-$10,275,366 |
-$7,637,951 |
PFE, SCHH, KYN, TYY, TYGXXXX
|
13F-HR |
05 May 2014, 16:03 |
| Q4 2013 |
258 |
$218,043,000 |
|
|
$0 |
PFE, KYN, SCHH, TYY, TYGXXXX
|
13F-HR |
13 Feb 2014, 09:32 |