Q4 2024 |
216 |
$368M |
+$15.1M |
-$12.1M |
+$2.95M |
IWF, VIG, SPY, QQQ, VTV
|
13F-HR |
1/24/2025, 05:03 PM |
Q3 2024 |
217 |
$361M |
+$13M |
-$4.76M |
+$8.22M |
VIG, IWF, SPY, QQQ, VTV
|
13F-HR |
10/18/2024, 04:29 PM |
Q2 2024 |
207 |
$340M |
+$21.6M |
-$4.25M |
+$17.3M |
IWF, VIG, QQQ, SPY, VTV
|
13F-HR |
7/18/2024, 12:44 PM |
Q1 2024 |
201 |
$319M |
+$14.8M |
-$4.28M |
+$10.5M |
VIG, IWF, VTV, SPY, QQQ
|
13F-HR |
4/19/2024, 11:29 AM |
Q4 2023 |
194 |
$282M |
+$6.27M |
-$23.3M |
-$17M |
VIG, IWF, VTV, SPY, GOOGL
|
13F-HR |
1/25/2024, 05:14 PM |
Q3 2023 |
193 |
$273M |
+$4.06M |
-$5.94M |
-$1.88M |
VIG, IWF, VTV, SPY, GOOGL
|
13F-HR |
10/25/2023, 12:59 PM |
Q2 2023 |
198 |
$286M |
+$4.43M |
-$3.86M |
+$572K |
VIG, IWF, VTV, SPY, GOOGL
|
13F-HR |
7/21/2023, 10:46 AM |
Q1 2023 |
195 |
$270M |
+$5.21M |
-$7.71M |
-$2.49M |
VIG, IWF, VTV, SPY, GOOGL
|
Restatement |
7/20/2023, 04:15 PM |
Q4 2022 |
198 |
$266M |
+$8.12M |
-$29.7M |
-$21.6M |
VIG, IWF, VTV, SPY, AGG
|
13F-HR |
1/13/2023, 03:07 PM |
Q3 2022 |
199 |
$270M |
+$11M |
-$10M |
+$1.02M |
VIG, IWF, AGG, VTV, SPY
|
13F-HR |
10/11/2022, 11:43 AM |
Q2 2022 |
202 |
$295M |
+$10.4M |
-$16.9M |
-$6.54M |
VIG, IWF, AGG, VTV, SPY
|
13F-HR |
7/6/2022, 04:39 PM |
Q1 2022 |
213 |
$366M |
+$7.37M |
-$13.5M |
-$6.15M |
IWF, VIG, AGG, VTV, SPY
|
13F-HR |
4/12/2022, 10:55 AM |
Q4 2021 |
216 |
$400M |
+$11.7M |
-$3.95M |
+$7.76M |
IWF, VIG, AGG, VTV, SPY
|
13F-HR |
1/13/2022, 03:16 PM |
Q3 2021 |
206 |
$369M |
+$369M |
$0 |
+$369M |
IWF, VIG, AGG, SPY, TLT
|
13F-HR |
10/19/2021, 05:39 PM |
Q2 2021 |
0 |
$0 |
$0 |
-$341M |
-$341M |
|
13F-HR |
7/12/2021, 12:21 PM |
Q1 2021 |
199 |
$341M |
+$12.5M |
-$7.44M |
+$5.01M |
VIG, IWF, AGG, SPAB, TLT
|
13F-HR |
4/12/2021, 12:47 PM |
Q4 2020 |
192 |
$324M |
+$11.2M |
-$2.92M |
+$8.29M |
VIG, IWF, AGG, TLT, SPAB
|
13F-HR |
1/26/2021, 02:42 PM |
Q3 2020 |
179 |
$290M |
+$24.2M |
-$3.41M |
+$20.8M |
VIG, IWF, AGG, TLT, SPAB
|
13F-HR |
10/13/2020, 11:34 AM |
Q2 2020 |
174 |
$258M |
+$27.3M |
-$1.26M |
+$26M |
VIG, IWF, AGG, TLT, SPAB
|
13F-HR |
7/7/2020, 04:32 PM |
Q1 2020 |
165 |
$202M |
+$6.19M |
-$16.3M |
-$10.1M |
VIG, IWF, AGG, TLT, SPAB
|
13F-HR |
4/7/2020, 05:59 PM |
Q4 2019 |
186 |
$269M |
+$12M |
-$6.45M |
+$5.55M |
VIG, IWF, SPAB, TLT, AGG
|
13F-HR |
1/10/2020, 03:21 PM |
Q3 2019 |
179 |
$249M |
+$17.6M |
-$3.52M |
+$14M |
VIG, IWF, SPAB, TLT, AGG
|
13F-HR |
10/10/2019, 04:05 PM |
Q2 2019 |
178 |
$234M |
+$9.87M |
-$4.83M |
+$5.04M |
VIG, IWF, TLT, AGG, SPAB
|
13F-HR |
7/12/2019, 04:03 PM |
Q1 2019 |
179 |
$227M |
+$8.07M |
-$19.7M |
-$11.7M |
VIG, IWF, TLT, AGG, LQD
|
13F-HR |
4/18/2019, 04:43 PM |
Q4 2018 |
186 |
$220M |
+$15.5M |
-$16M |
-$496K |
VIG, IWF, TLT, AGG, LQD
|
13F-HR |
1/17/2019, 11:42 AM |
Q3 2018 |
204 |
$263M |
+$21M |
-$4.63M |
+$16.3M |
VIG, IWF, LQD, AGG, TLT
|
13F-HR |
10/9/2018, 05:45 PM |
Q2 2018 |
193 |
$239M |
+$17.2M |
-$5.58M |
+$11.6M |
VIG, LQD, IWF, AGG, TLT
|
13F-HR |
7/27/2018, 05:31 PM |
Q1 2018 |
189 |
$232M |
+$16.1M |
-$6.37M |
+$9.71M |
VIG, LQD, IWF, AGG, TLT
|
13F-HR |
4/18/2018, 10:51 AM |
Q4 2017 |
199 |
$237M |
+$24.1M |
-$11.4M |
+$12.7M |
VIG, LQD, IWF, AGG, TLT
|
13F-HR |
1/16/2018, 02:49 PM |
Q3 2017 |
176 |
$217M |
+$16.5M |
-$5.23M |
+$11.3M |
VIG, LQD, IWF, AGG, TLT
|
13F-HR |
10/19/2017, 06:11 PM |
Q2 2017 |
157 |
$208M |
+$15.4M |
-$4.52M |
+$10.9M |
VIG, LQD, IWF, AGG, TLT
|
13F-HR |
7/24/2017, 04:06 PM |
Q1 2017 |
143 |
$192M |
+$20.4M |
-$2.32M |
+$18.1M |
VIG, LQD, IWF, AGG, TLT
|
13F-HR |
4/11/2017, 05:27 PM |
Q4 2016 |
121 |
$169M |
+$16.2M |
-$14.4M |
+$1.78M |
VIG, LQD, IWF, AGG, TLT
|
13F-HR |
1/19/2017, 09:51 AM |
Q3 2016 |
114 |
$170M |
+$13M |
-$13.3M |
-$315K |
VIG, LQD, IWF, AGG, TLT
|
13F-HR |
10/11/2016, 09:35 AM |
Q2 2016 |
103 |
$165M |
+$22.5M |
-$7.02M |
+$15.5M |
VIG, LQD, IWF, AGG, TLT
|
13F-HR |
7/25/2016, 03:49 PM |
Q1 2016 |
91 |
$153M |
+$17.3M |
-$11.1M |
+$6.22M |
VIG, LQD, IWF, AGG, TLT
|
13F-HR |
4/12/2016, 11:08 AM |
Q4 2015 |
98 |
$167M |
+$17.2M |
-$7.12M |
+$10.1M |
VIG, IWF, LQD, AGG, AGN
|
13F-HR |
1/26/2016, 03:49 PM |
Q3 2015 |
89 |
$157M |
+$11.6M |
-$4.3M |
+$7.28M |
VIG, IWF, LQD, AGG, AGN
|
13F-HR |
10/8/2015, 05:56 PM |
Q2 2015 |
92 |
$171M |
+$14.1M |
-$3.18M |
+$10.9M |
VIG, IWF, LQD, AGG, AGN
|
13F-HR |
7/21/2015, 11:08 AM |
Q1 2015 |
91 |
$169M |
+$19M |
-$3.47M |
+$15.6M |
VIG, IWF, LQD, AGG, B108PS
|
13F-HR |
4/30/2015, 03:28 PM |
Q4 2014 |
92 |
$154M |
+$13M |
-$10.3M |
+$2.65M |
VIG, IWF, LQD, AGG, AAL
|
13F-HR |
1/26/2015, 09:49 AM |
Q3 2014 |
95 |
$156M |
+$11.7M |
-$3.94M |
+$7.73M |
VIG, LQD, IWF, GILD, JNKXXXX
|
13F-HR |
10/22/2014, 05:28 PM |
Q2 2014 |
92 |
$155M |
+$29M |
-$1.37M |
+$27.6M |
VIG, LQD, JNKXXXX, VGK, IWF
|
13F-HR |
7/30/2014, 11:47 AM |
Q1 2014 |
84 |
$127M |
+$22.8M |
-$1.38M |
+$21.4M |
VIG, LQD, JNKXXXX, GILD, VGK
|
13F-HR |
5/8/2014, 10:13 AM |
Q4 2013 |
76 |
$107M |
|
|
|
VIG, LQD, GILD, JNKXXXX, KMI
|
13F-HR |
2/4/2014, 04:19 PM |