Q1 2025 |
71 |
$210M |
+$58.9M |
-$47.4M |
+$11.5M |
TLT, IEF, VTIP, EDV, VEU
|
13F-HR |
4/14/2025, 03:17 PM |
Q4 2024 |
71 |
$199M |
+$71.6M |
-$77.9M |
-$6.33M |
TLT, VTIP, VONG, VGSH, VONV
|
13F-HR |
1/22/2025, 07:06 PM |
Q3 2024 |
73 |
$205M |
+$82.6M |
-$79M |
+$3.57M |
SPTS, VGSH, VTIP, SGOV, VEU
|
13F-HR |
10/3/2024, 02:30 PM |
Q2 2024 |
77 |
$195M |
+$53.2M |
-$58.1M |
-$4.87M |
BIL, SGOV, VTIP, USHY, AMZN
|
13F-HR |
7/8/2024, 06:55 PM |
Q1 2024 |
72 |
$196M |
+$101M |
-$93.6M |
+$7.84M |
BIL, VTIP, USHY, VLUE, SGOV
|
13F-HR |
4/8/2024, 07:28 PM |
Q4 2023 |
60 |
$183M |
+$80.4M |
-$84.6M |
-$4.26M |
BIL, VCIT, IEFA, XLV, USHY
|
Restatement |
4/22/2024, 05:34 PM |
Q3 2023 |
56 |
$179M |
+$75.1M |
-$75.2M |
-$109K |
BIL, VTIP, SHY, IEFA, PSQ
|
Restatement |
4/22/2024, 05:33 PM |
Q2 2023 |
64 |
$182M |
+$54.1M |
-$56.5M |
-$2.38M |
VTIP, BIL, VGSH, IEFA, TLT
|
Restatement |
4/22/2024, 05:33 PM |
Q1 2023 |
69 |
$181M |
+$65.2M |
-$64M |
+$1.19M |
VTIP, BIL, SHV, MGK, XLV
|
Restatement |
4/22/2024, 05:32 PM |
Q4 2022 |
69 |
$179M |
+$70.5M |
-$52.1M |
+$18.3M |
VTIP, BIL, SHY, VGSH, VEU
|
13F-HR |
1/20/2023, 08:27 PM |
Q3 2022 |
61 |
$163M |
+$39.7M |
-$26.6M |
+$13.1M |
VTIP, STIP, BIL, SPLV, PSQ
|
13F-HR |
10/11/2022, 09:26 AM |
Q2 2022 |
53 |
$161M |
+$34.9M |
-$19.7M |
+$15.2M |
VTIP, STIP, SPLV, BIL, PSQ
|
13F-HR |
7/7/2022, 05:04 PM |
Q1 2022 |
50 |
$181M |
+$83.9M |
-$13.4M |
+$70.5M |
STIP, VTIP, SPLV, PSQ, VLUE
|
13F-HR |
4/13/2022, 06:50 PM |
Q4 2021 |
52 |
$189M |
+$86.8M |
-$8.04M |
+$78.8M |
VTIP, STIP, QQQ, SPLV, XLK
|
13F-HR |
1/18/2022, 07:49 PM |
Q3 2021 |
53 |
$179M |
+$41.1M |
-$41M |
+$77.6K |
VTIP, STIP, QQQ, SPHB, TBF
|
13F-HR |
10/4/2021, 06:04 PM |
Q2 2021 |
57 |
$182M |
+$71.5M |
-$79.3M |
-$7.86M |
VTIP, QQQ, XLF, TBF, SPHB
|
13F-HR |
7/9/2021, 11:27 AM |
Q1 2021 |
62 |
$186M |
+$94.8M |
-$82.8M |
+$12M |
TIP, IWN, VCSH, XLF, SPHB
|
13F-HR |
4/8/2021, 11:50 AM |
Q4 2020 |
67 |
$164M |
+$92.9M |
-$7.08M |
+$85.8M |
IEI, SHY, XLF, TIP, VTIP
|
13F-HR |
1/7/2021, 01:53 PM |
Q3 2020 |
55 |
$147M |
+$82.3M |
-$11.8M |
+$70.6M |
TLT, SPLV, EDV, TIP, VTIP
|
13F-HR |
10/6/2020, 09:23 PM |
Q2 2020 |
51 |
$137M |
+$46.6M |
-$7.74M |
+$38.9M |
TLT, IEF, GDX, IEI, RWM
|
13F-HR |
7/6/2020, 09:43 PM |
Q1 2020 |
58 |
$135M |
+$59.2M |
-$24.3M |
+$34.8M |
IEF, TLT, SH, IEI, GDX
|
13F-HR |
4/3/2020, 05:22 PM |
Q4 2019 |
60 |
$146M |
+$51.7M |
-$23.4M |
+$28.3M |
TLT, IEI, IEF, VGK, XLV
|
13F-HR |
1/15/2020, 03:27 PM |
Q3 2019 |
45 |
$140M |
+$33.4M |
-$1.8M |
+$31.6M |
TLT, VGIT, IEI, IEF, PSQ
|
13F-HR |
10/18/2019, 03:58 PM |
Q2 2019 |
47 |
$117M |
+$26.9M |
-$13.6M |
+$13.2M |
TLT, IEI, IEF, VGIT, PSQ
|
13F-HR |
7/2/2019, 06:03 PM |
Q1 2019 |
50 |
$115M |
+$13.2M |
-$8.31M |
+$4.89M |
TLT, GOVT, IEI, SH, IEF
|
13F-HR |
4/3/2019, 02:49 PM |
Q4 2018 |
50 |
$110M |
+$55.8M |
-$6.82M |
+$49M |
GOVT, IEI, TLT, SH, IEF
|
13F-HR |
1/10/2019, 10:10 AM |
Q3 2018 |
52 |
$111M |
+$25.8M |
-$2.74M |
+$23M |
SPY, IEF, IEI, BIL, SH
|
13F-HR |
10/3/2018, 03:06 PM |
Q2 2018 |
61 |
$105M |
+$29.8M |
-$19.5M |
+$10.3M |
SPY, BIL, TBF, STIP, IEI
|
13F-HR |
8/1/2018, 10:47 AM |
Q1 2018 |
57 |
$97.7M |
+$30.5M |
-$8.35M |
+$22.2M |
VEU, BIL, TBF, STIP, IEI
|
13F-HR |
4/11/2018, 03:08 PM |
Q4 2017 |
61 |
$108M |
+$21.1M |
-$1.96M |
+$19.2M |
VEU, AGG, BND, IEI, FSLR
|
13F-HR |
1/9/2018, 04:57 PM |
Q3 2017 |
61 |
$104M |
+$37.2M |
-$43.1M |
-$5.88M |
VEU, AGG, BND, IEF, IEI
|
13F-HR |
10/19/2017, 12:37 PM |
Q2 2017 |
70 |
$125M |
+$73.5M |
-$48.3M |
+$25.2M |
TLT, SHY, VEU, IEF, FSLR
|
13F-HR |
7/10/2017, 01:00 PM |
Q1 2017 |
48 |
$120M |
+$38.4M |
-$7.83M |
+$30.6M |
SHY, SPY, TLT, ANET, SH
|
13F-HR |
4/4/2017, 06:44 PM |
Q4 2016 |
48 |
$112M |
+$32.7M |
-$2.7M |
+$30M |
SHY, SPY, ANET, IEF, TLT
|
13F-HR |
1/23/2017, 03:47 PM |
Q3 2016 |
45 |
$110M |
+$82.1M |
-$4.04M |
+$78M |
SHY, SPY, SH, TIP, ANET
|
13F-HR |
10/6/2016, 04:02 PM |
Q2 2016 |
44 |
$109M |
+$16.6M |
-$2.69M |
+$13.9M |
TLT, IEF, GDX, T, VZ
|
13F-HR |
7/5/2016, 04:13 PM |
Q1 2016 |
50 |
$107M |
+$24.3M |
-$7.72M |
+$16.5M |
TLT, IEF, T, VZ, SO
|
13F-HR |
4/7/2016, 05:57 PM |
Q4 2015 |
47 |
$98.6M |
+$7.38M |
-$182K |
+$7.2M |
TLT, IEF, T, VZ, SO
|
13F-HR |
1/12/2016, 09:58 AM |
Q3 2015 |
48 |
$103M |
|
|
|
TLT, IEF, SHXXXX, T, VZ
|
13F-HR |
8/4/2016, 02:50 PM |
Q2 2015 |
7 |
$9.21M |
|
|
|
XLV, ADBE, SPLK, ITC, SWKS
|
13F-HR |
8/25/2016, 12:55 PM |
Q1 2015 |
33 |
$4.04M |
|
|
|
IWF, IWD, XOM, CVX, LQD
|
13F-HR |
4/15/2016, 05:40 PM |
Q4 2014 |
44 |
$104M |
|
|
|
TLT, IEF, XLU, AGG, BND
|
13F-HR |
9/9/2016, 01:50 PM |