Q1 2025 |
71 |
$454M |
+$135M |
-$118M |
+$17.4M |
TLT, IAU, GLD, SCHV, IEF
|
13F-HR |
4/10/2025, 03:14 PM |
Q4 2024 |
74 |
$439M |
+$45.1M |
-$12.6M |
+$32.5M |
IAU, SCHV, VUG, VOO, IEF
|
13F-HR |
1/15/2025, 04:55 PM |
Q3 2024 |
73 |
$435M |
+$8.76M |
-$5.02M |
+$3.74M |
IAU, SCHV, VUG, IEF, VOO
|
13F-HR |
10/11/2024, 11:59 AM |
Q2 2024 |
65 |
$406M |
+$5.62M |
-$4.88M |
+$746K |
IAU, VUG, SCHV, IEF, VOO
|
13F-HR |
7/17/2024, 04:43 PM |
Q1 2024 |
65 |
$397M |
+$42.4M |
-$31.3M |
+$11.2M |
IAU, SCHV, VUG, IEF, VOO
|
13F-HR |
4/11/2024, 05:07 PM |
Q4 2023 |
70 |
$362M |
+$32.7M |
-$34.9M |
-$2.22M |
IAU, SCHV, VUG, IEF, VOO
|
13F-HR |
1/11/2024, 09:32 AM |
Q3 2023 |
72 |
$330M |
+$18.5M |
-$21M |
-$2.44M |
IAU, SCHV, VUG, IEF, VOO
|
13F-HR |
11/13/2023, 01:34 PM |
Q2 2023 |
71 |
$348M |
+$19.6M |
-$699K |
+$18.9M |
IAU, VUG, SCHV, IEF, VOO
|
13F-HR |
7/13/2023, 03:48 PM |
Q1 2023 |
69 |
$326M |
+$32.9M |
-$17.1M |
+$15.8M |
IAU, SCHV, VUG, IEF, VOO
|
13F-HR |
4/11/2023, 03:55 PM |
Q4 2022 |
71 |
$306M |
+$81.8M |
-$12.5M |
+$69.3M |
IAU, SCHV, IEF, VUG, VOO
|
13F-HR |
1/19/2023, 01:27 PM |
Q3 2022 |
59 |
$295M |
+$10.4M |
-$9.34M |
+$1.05M |
SHY, IAU, SCHV, IEF, VUG
|
13F-HR |
10/14/2022, 01:51 PM |
Q2 2022 |
56 |
$313M |
+$88M |
-$34.8M |
+$53.2M |
SHY, SCHV, IEF, IAU, VUG
|
13F-HR |
7/28/2022, 01:38 PM |
Q1 2022 |
71 |
$361M |
+$39.8M |
-$2.46M |
+$37.3M |
SCHV, IEF, VUG, VOO, IAU
|
13F-HR |
5/5/2022, 02:11 PM |
Q4 2021 |
68 |
$369M |
+$23.8M |
-$6.17M |
+$17.7M |
SCHV, IEF, VUG, VOO, IVV
|
13F-HR |
2/10/2022, 04:05 PM |
Q3 2021 |
63 |
$341M |
+$5.54M |
-$3.13M |
+$2.41M |
IEF, SCHV, VUG, VOO, IAU
|
13F-HR |
10/19/2021, 09:26 AM |
Q2 2021 |
63 |
$339M |
+$60.9M |
-$50.2M |
+$10.7M |
IEF, SCHV, VUG, VOO, IVV
|
13F-HR |
7/26/2021, 11:22 AM |
Q1 2021 |
66 |
$315M |
+$61.6M |
-$53.2M |
+$8.4M |
IEF, SCHV, SHY, VUG, VOO
|
13F-HR |
4/26/2021, 12:25 PM |
Q4 2020 |
70 |
$302M |
+$22.3M |
-$6.88M |
+$15.4M |
IEF, SCHV, VUG, QQQ, IWP
|
13F-HR |
1/14/2021, 01:55 PM |
Q3 2020 |
67 |
$277M |
+$29.1M |
-$18.2M |
+$10.9M |
IEF, SCHV, VUG, QQQ, IVV
|
13F-HR |
10/19/2020, 10:53 AM |
Q2 2020 |
69 |
$247M |
+$126M |
-$95.8M |
+$30.1M |
IEF, QQQ, IVV, VUG, SPY
|
13F-HR |
7/16/2020, 11:58 AM |
Q1 2020 |
56 |
$229M |
+$141M |
-$48.4M |
+$92.6M |
SHV, BIL, IEF, IEI, SHY
|
13F-HR |
4/20/2020, 09:49 AM |
Q4 2019 |
70 |
$254M |
+$8.29M |
-$3.79M |
+$4.49M |
ILCG, ILCV, IEF, ZROZ, IWP
|
13F-HR |
1/14/2020, 10:51 AM |
Q3 2019 |
67 |
$237M |
+$22.1M |
-$8.39M |
+$13.7M |
ZROZ, IEF, ILCG, ILCV, IWP
|
13F-HR |
10/7/2019, 10:54 AM |
Q2 2019 |
66 |
$231M |
+$38.1M |
-$18M |
+$20.1M |
IEF, ZROZ, ILCG, ILCV, IWP
|
13F-HR |
7/10/2019, 10:40 AM |
Q1 2019 |
60 |
$218M |
+$69.4M |
-$5.75M |
+$63.6M |
IEF, ILCG, ILCV, TLH, IWP
|
13F-HR |
4/8/2019, 11:58 AM |
Q4 2018 |
58 |
$199M |
+$58.8M |
-$23M |
+$35.9M |
GLD, SHY, IEF, ILCG, ILCV
|
13F-HR |
1/11/2019, 10:52 AM |
Q3 2018 |
64 |
$217M |
+$5.25M |
-$936K |
+$4.32M |
IEF, ILCG, ILCV, QQQ, SPY
|
13F-HR |
10/9/2018, 08:23 AM |
Q2 2018 |
60 |
$204M |
+$42.8M |
-$894K |
+$41.9M |
IEF, ILCG, ILCV, TLH, SPY
|
13F-HR |
7/13/2018, 09:03 AM |
Q1 2018 |
59 |
$195M |
+$50.8M |
-$26.2M |
+$24.6M |
TLT, IEF, ILCG, ILCV, TLH
|
13F-HR |
4/12/2018, 03:16 PM |
Q4 2017 |
58 |
$199M |
+$18M |
-$1.55M |
+$16.5M |
IEF, ILCG, QQQXXXX, ILCV, DIA
|
13F-HR |
2/1/2018, 11:27 AM |
Q3 2017 |
53 |
$167M |
+$19.7M |
-$5.57M |
+$14.1M |
IEF, IVV, ILCG, ILCV, QQQXXXX
|
13F-HR |
10/18/2017, 03:33 PM |
Q2 2017 |
51 |
$149M |
|
|
|
IEF, IVV, DIA, QQQXXXX, ILCG
|
13F-HR |
8/10/2017, 09:05 AM |