Q1 2020 |
129 |
$92.8M |
+$9.04M |
-$2.27M |
+$6.78M |
BND, HYG, VEA, MSFT, IWM
|
13F-HR |
5/13/2020, 10:50 AM |
Q4 2019 |
186 |
$125M |
+$7M |
-$6.87M |
+$130K |
HYG, BND, VEA, MSFT, NEE
|
13F-HR |
1/21/2020, 06:29 AM |
Q3 2019 |
177 |
$121M |
+$13.5M |
-$4.51M |
+$9M |
HYG, BND, VEA, MSFT, NEE
|
13F-HR |
11/7/2019, 11:12 AM |
Q2 2019 |
180 |
$123M |
+$22.3M |
-$5.08M |
+$17.3M |
HYG, BND, VEA, MSFT, NEE
|
13F-HR |
8/13/2019, 03:46 PM |
Q1 2019 |
165 |
$115M |
+$14.7M |
-$2.09M |
+$12.6M |
BND, HYG, VEA, AAPL, VYM
|
13F-HR |
5/8/2019, 06:44 PM |
Q4 2018 |
153 |
$101M |
+$6.28M |
-$3.01M |
+$3.27M |
BND, HYG, VEA, AAPL, VYM
|
13F-HR |
1/30/2019, 05:36 PM |
Q3 2018 |
182 |
$123M |
+$11.4M |
-$47.9M |
-$36.6M |
BND, HYG, VEA, AAPL, VYM
|
13F-HR |
11/13/2018, 12:18 PM |
Q2 2018 |
183 |
$162M |
+$1.76M |
-$9.44M |
-$7.68M |
HYG, JNKXXXX, BND, VEA, AAPL
|
13F-HR |
8/14/2018, 03:00 PM |
Q1 2018 |
216 |
$181M |
+$27.2M |
-$9.31M |
+$17.9M |
HYG, JNKXXXX, BND, EFA, VEA
|
13F-HR |
5/4/2018, 11:43 AM |
Q4 2017 |
186 |
$172M |
+$8.16M |
-$12.1M |
-$3.97M |
HYG, JNKXXXX, BND, EFA, VEA
|
13F-HR |
1/31/2018, 03:40 PM |
Q3 2017 |
181 |
$176M |
+$15.5M |
-$10.8M |
+$4.7M |
JNKXXXX, HYG, BND, EFA, VEA
|
13F-HR |
11/13/2017, 10:03 AM |
Q2 2017 |
212 |
$186M |
+$17M |
-$4.38M |
+$12.6M |
JNKXXXX, HYG, BND, EFA, AAPL
|
13F-HR |
8/14/2017, 02:36 PM |
Q1 2017 |
203 |
$180M |
+$23.7M |
-$5.73M |
+$18M |
JNKXXXX, HYG, BND, EFA, AAPL
|
13F-HR |
5/12/2017, 05:02 PM |
Q4 2016 |
188 |
$164M |
+$23.4M |
-$3.93M |
+$19.5M |
JNKXXXX, HYG, BND, EFA, XOM
|
13F-HR |
2/14/2017, 02:40 PM |
Q3 2016 |
145 |
$148M |
+$33M |
-$7.27M |
+$25.7M |
JNKXXXX, HYG, BND, EFA, VNQ
|
13F-HR |
11/14/2016, 08:25 PM |
Q2 2016 |
183 |
$147M |
+$47.8M |
-$39.1M |
+$8.64M |
JNKXXXX, HYG, BND, EFA, VNQ
|
13F-HR |
8/11/2016, 04:54 PM |
Q1 2016 |
154 |
$149M |
+$26.6M |
-$13.4M |
+$13.2M |
JNKXXXX, VEA, BND, EFA, HYG
|
13F-HR |
5/12/2016, 11:57 AM |
Q4 2015 |
158 |
$147M |
+$24.1M |
-$3.82M |
+$20.2M |
VEA, JNKXXXX, BND, EFA, IVV
|
13F-HR |
2/11/2016, 10:59 AM |
Q3 2015 |
157 |
$139M |
+$23.3M |
-$6.92M |
+$16.3M |
VEA, JNKXXXX, BND, EFA, IVV
|
13F-HR |
10/26/2015, 06:02 PM |
Q2 2015 |
157 |
$153M |
+$25.1M |
-$15.8M |
+$9.28M |
VEA, JNKXXXX, BND, EFA, IVV
|
13F-HR |
8/12/2015, 02:21 PM |
Q1 2015 |
154 |
$168M |
+$30M |
-$24.7M |
+$5.31M |
VEA, JNKXXXX, BND, EFA, IVV
|
13F-HR |
5/12/2015, 03:53 PM |
Q4 2014 |
132 |
$185M |
+$30.3M |
-$21.6M |
+$8.67M |
VEA, JNKXXXX, BND, IVV, EFA
|
13F-HR |
2/12/2015, 07:26 AM |
Q3 2014 |
115 |
$189M |
+$13.4M |
-$7.35M |
+$6.09M |
VEA, JNKXXXX, BND, DJP, IVV
|
13F-HR |
11/12/2014, 05:21 PM |
Q2 2014 |
113 |
$198M |
+$22.3M |
-$8.68M |
+$13.6M |
VEA, JNKXXXX, BND, DJP, IVV
|
13F-HR |
8/19/2014, 08:27 AM |
Q1 2014 |
105 |
$193M |
+$20.3M |
-$23.4M |
-$3.11M |
VEA, JNKXXXX, DJP, BND, IVV
|
13F-HR |
5/12/2014, 05:56 PM |
Q4 2013 |
106 |
$202M |
|
|
|
VEA, JNKXXXX, BND, DJP, IVV
|
13F-HR |
2/11/2014, 03:13 PM |