Q3 2021 |
242 |
$556M |
+$30.3M |
-$17.8M |
+$12.5M |
VIG, T, TXN, IGV, QUAL
|
13F-HR |
10/21/2021, 01:36 PM |
Q2 2021 |
237 |
$549M |
+$88.6M |
-$49.8M |
+$38.7M |
T, VIG, TXN, QUAL, IGV
|
13F-HR |
8/10/2021, 12:49 PM |
Q1 2021 |
183 |
$489M |
+$119M |
-$219M |
-$100M |
T, VIG, TXN, QUAL, IGV
|
13F-HR |
5/11/2021, 09:59 AM |
Q4 2020 |
137 |
$559M |
+$31.6M |
-$26M |
+$5.6M |
VIG, T, QUAL, SPY, IGV
|
13F-HR |
2/16/2021, 11:18 AM |
Q3 2020 |
130 |
$509M |
+$16.4M |
-$27.7M |
-$11.2M |
VIG, T, QUAL, SPY, IGV
|
13F-HR |
11/10/2020, 08:16 AM |
Q2 2020 |
156 |
$507M |
+$59.1M |
-$10.7M |
+$48.5M |
VIG, T, QUAL, SPY, IGV
|
13F-HR |
8/11/2020, 04:54 PM |
Q1 2020 |
113 |
$397M |
|
|
|
T, VIG, QUAL, SPY, IGV
|
13F-HR |
5/4/2020, 06:40 PM |
Q4 2019 |
131 |
$501M |
|
|
|
T, SPY, QUAL, VIG, VEA
|
13F-HR |
1/31/2020, 01:54 PM |
Q3 2019 |
137 |
$463M |
+$27.7M |
-$23.6M |
+$4.03M |
T, QUAL, VIG, SPY, VEA
|
13F-HR |
11/8/2019, 10:04 AM |
Q2 2019 |
142 |
$456M |
+$185M |
-$23.3M |
+$161M |
T, QUAL, SPY, VIG, VEA
|
13F-HR |
7/31/2019, 02:10 PM |
Q1 2019 |
214 |
$309M |
+$20.8M |
-$3.65M |
+$17.2M |
SPY, QUAL, VEA, VIG, IWP
|
13F-HR |
4/29/2019, 06:04 PM |
Q4 2018 |
55 |
$262M |
+$119M |
-$54.7M |
+$63.9M |
SPY, QUAL, VEA, VIG, IWP
|
13F-HR |
2/8/2019, 04:34 PM |
Q3 2018 |
48 |
$286M |
+$108M |
-$52.6M |
+$55.4M |
QUAL, SPY, IVV, IWP, EWJ
|
13F-HR |
10/5/2018, 05:17 PM |
Q2 2018 |
42 |
$238M |
+$79.1M |
-$369K |
+$78.8M |
SPY, QUAL, ACWI, EFA, IWP
|
13F-HR |
8/7/2018, 05:01 PM |
Q1 2018 |
50 |
$167M |
+$85.7M |
-$43.3M |
+$42.4M |
SPY, QUAL, EFA, IWP, EWJ
|
13F-HR |
4/20/2018, 05:41 PM |
Q4 2017 |
118 |
$152M |
+$17.8M |
-$14.8M |
+$3.02M |
EFA, SPY, IWP, VLO, EWJ
|
13F-HR |
2/8/2018, 04:31 PM |
Q3 2017 |
37 |
$150M |
+$2.79M |
-$16.1M |
-$13.3M |
EFA, SPY, IWP, IAUXXXX, EWJ
|
13F-HR |
11/8/2017, 05:22 PM |
Q2 2017 |
38 |
$158M |
+$16.5M |
-$12.3M |
+$4.29M |
EFA, SPY, IWP, IAUXXXX, EWJ
|
13F-HR |
8/7/2017, 09:47 AM |
Q1 2017 |
34 |
$151M |
+$28.4M |
-$26.4M |
+$1.96M |
EFA, SPY, IWP, EWJ, CAH
|
13F-HR |
5/9/2017, 03:13 PM |
Q4 2016 |
29 |
$163M |
+$87.3M |
-$5.39M |
+$82M |
EFA, SPY, OEF, VTV, IWP
|
13F-HR |
2/9/2017, 03:47 PM |
Q3 2016 |
10 |
$105M |
+$26.9M |
-$28.5M |
-$1.64M |
SPY, VEA, OEF, IWP, VTV
|
13F-HR |
11/10/2016, 03:58 PM |
Q2 2016 |
9 |
$104M |
+$295K |
-$11.3M |
-$11M |
SPY, OEF, IWP, VTV, IAUXXXX
|
13F-HR |
8/9/2016, 09:21 AM |
Q1 2016 |
9 |
$113M |
+$21.8M |
-$222K |
+$21.6M |
SPY, OEF, IWP, VTV, IAUXXXX
|
13F-HR |
5/12/2016, 03:16 PM |
Q4 2015 |
20 |
$141M |
+$74.8M |
-$15.5M |
+$59.3M |
SPY, OEF, EWJXXXX, VGK, IWP
|
13F-HR |
2/8/2016, 10:39 AM |
Q3 2015 |
46 |
$97.8M |
+$5.56M |
-$2.19M |
+$3.36M |
SPY, IWP, EFA, ACWI, VXF
|
13F-HR |
11/6/2015, 10:43 AM |
Q2 2015 |
43 |
$103M |
+$41M |
-$18K |
+$41M |
SPY, IWP, EFA, ACWI, IAUXXXX
|
13F-HR |
8/10/2015, 03:20 PM |
Q1 2015 |
24 |
$62.5M |
+$4.04M |
-$21.9M |
-$17.8M |
SPY, IWP, IAUXXXX, IVV, GLD
|
Restatement |
5/14/2015, 12:58 PM |
Q4 2014 |
25 |
$98.8M |
+$16.9M |
-$33.3M |
-$16.4M |
SPY, IWP, OEF, ACWI, EFA
|
13F-HR |
2/4/2015, 10:31 AM |
Q3 2014 |
29 |
$115M |
+$8.66M |
-$334K |
+$8.33M |
SPY, ACWI, EFA, OEF, IWP
|
13F-HR |
11/10/2014, 03:41 PM |
Q2 2014 |
26 |
$108M |
+$1.87M |
-$63.6K |
+$1.8M |
SPY, ACWI, EFA, OEF, IWP
|
13F-HR |
8/11/2014, 02:20 PM |
Q1 2014 |
24 |
$102M |
+$918K |
-$18.6M |
-$17.7M |
SPY, ACWI, EFA, OEF, IWP
|
13F-HR |
5/13/2014, 04:40 PM |
Q4 2013 |
45 |
$123M |
|
|
|
SPY, ACWI, EFA, OEF, EEM
|
13F-HR |
2/12/2014, 01:53 PM |