Q2 2019 |
6 |
$18.8M |
|
-$481K |
-$481K |
VEA, VT, SCHD, VIG, AMZN
|
13F-HR |
8/1/2019, 10:03 AM |
Q1 2019 |
6 |
$18.8M |
+$3.21M |
-$2.54M |
+$667K |
VEA, VT, SCHD, VIG, AMZN
|
13F-HR |
5/13/2019, 04:11 PM |
Q4 2018 |
4 |
$16.6M |
+$210K |
-$5.38M |
-$5.17M |
VEA, VT, ABTX, INNT
|
13F-HR |
2/1/2019, 03:31 PM |
Q3 2018 |
5 |
$25.9M |
+$573K |
-$178K |
+$395K |
VEA, VT, AMZN, VIG, INNT
|
13F-HR |
10/23/2018, 05:19 PM |
Q2 2018 |
3 |
$25.5M |
+$183K |
-$236K |
-$52.9K |
VEA, VT, VTI
|
13F-HR |
7/25/2018, 12:28 PM |
Q1 2018 |
3 |
$26.1M |
+$3.96M |
-$778K |
+$3.18M |
VEA, VT, VTI
|
13F-HR |
4/30/2018, 05:19 PM |
Q4 2017 |
4 |
$23.6M |
+$351K |
-$175K |
+$176K |
VEA, VT, VTI, SPY
|
13F-HR |
2/2/2018, 03:20 PM |
Q3 2017 |
5 |
$23.2M |
+$267K |
|
+$267K |
VEA, VT, VTI, TYGXXXX, JLS
|
13F-HR |
11/13/2017, 02:40 PM |
Q2 2017 |
5 |
$22.3M |
+$561K |
-$1.56M |
-$1M |
VEA, VT, VTI, TYGXXXX, RHT
|
13F-HR |
7/27/2017, 02:40 PM |
Q1 2017 |
6 |
$22.9M |
+$15.8M |
-$2.61M |
+$13.2M |
VEA, VT, TYGXXXX, AAPL, VTI
|
13F-HR |
5/15/2017, 11:11 AM |
Q4 2016 |
2 |
$9.01M |
+$1.71M |
-$294K |
+$1.41M |
VT, TYGXXXX
|
13F-HR |
2/14/2017, 06:13 AM |
Q3 2016 |
4 |
$8.12M |
+$546K |
|
+$546K |
VT, TYGXXXX, SPY, VTI
|
13F-HR |
11/14/2016, 06:07 AM |
Q2 2016 |
5 |
$8.16M |
+$565K |
|
+$565K |
VT, TYGXXXX, DXJS, DXJ, SPY
|
13F-HR |
8/15/2016, 06:55 AM |
Q1 2016 |
6 |
$7.68M |
+$569K |
-$19.5M |
-$18.9M |
VT, TYGXXXX, DXJS, DXJ, SPY
|
13F-HR |
5/16/2016, 08:35 AM |
Q4 2015 |
7 |
$58.1M |
+$219K |
-$4.05M |
-$3.83M |
KYN, TYGXXXX, VT, SPY, DXJS
|
13F-HR |
2/16/2016, 06:24 AM |
Q3 2015 |
18 |
$76.8M |
+$6.93M |
-$6.16M |
+$770K |
KYN, TYGXXXX, VT, EPD, MMP
|
13F-HR |
11/16/2015, 06:09 AM |
Q2 2015 |
7 |
$101M |
+$2.77M |
-$3.16M |
-$387K |
KYN, TYGXXXX, VT, DXJ, OPHT
|
13F-HR |
8/14/2015, 07:23 AM |
Q1 2015 |
5 |
$115M |
+$10.9M |
-$3.19M |
+$7.71M |
KYN, TYGXXXX, VT, DXJ, OPHT
|
13F-HR |
5/14/2015, 11:06 AM |
Q4 2014 |
11 |
$115M |
|
|
|
KYN, TYGXXXX, OPHT, VT, DXJ
|
13F-HR |
2/13/2015, 06:42 AM |