Q3 2021 |
66 |
$574M |
+$15.5M |
-$13.2M |
+$2.31M |
VOO, IGM, SCHM, VIOO, NOBL
|
13F-HR |
10/19/2021, 04:44 PM |
Q2 2021 |
61 |
$576M |
+$24.7M |
-$40M |
-$15.3M |
VOO, IGM, SCHM, VIOO, NOBL
|
13F-HR |
7/14/2021, 04:58 PM |
Q1 2021 |
50 |
$555M |
+$12.1M |
-$51.2M |
-$39.1M |
VOO, IGM, IEF, SCHM, VIOO
|
13F-HR |
5/7/2021, 06:02 PM |
Q4 2020 |
48 |
$569M |
+$13.9M |
-$34.2M |
-$20.3M |
VOO, IEF, IGM, SCHM, VIOO
|
13F-HR |
2/9/2021, 03:52 PM |
Q3 2020 |
48 |
$538M |
+$21.1M |
-$48.4M |
-$27.3M |
VOO, IEF, SCHM, IGM, NOBL
|
13F-HR |
10/21/2020, 04:14 PM |
Q2 2020 |
47 |
$537M |
+$25M |
-$51.1M |
-$26.1M |
VOO, IEF, NOBL, SCHM, BND
|
13F-HR |
8/3/2020, 04:13 PM |
Q1 2020 |
46 |
$506M |
+$4.01M |
-$12.7M |
-$8.66M |
VOO, IEF, NOBL, BRKB, BND
|
Restatement |
4/30/2020, 12:52 PM |
Q4 2019 |
51 |
$603M |
+$10.1M |
-$7.88M |
+$2.25M |
VOO, IEF, NOBL, BRKB, SCHM
|
13F-HR |
1/17/2020, 03:32 PM |
Q3 2019 |
47 |
$573M |
+$14.9M |
-$14M |
+$912K |
VOO, IEF, NOBL, BRKB, SCHM
|
13F-HR |
10/2/2019, 03:58 PM |
Q2 2019 |
49 |
$581M |
+$7.05M |
-$4.67M |
+$2.38M |
VOO, IEF, NOBL, BRKB, SCHM
|
13F-HR |
8/12/2019, 04:03 PM |
Q1 2019 |
49 |
$561M |
+$33.1M |
-$21.1M |
+$11.9M |
VOO, IEF, NOBL, BRKB, SCHM
|
13F-HR |
5/8/2019, 01:52 PM |
Q4 2018 |
49 |
$532M |
+$76.3M |
-$21.8M |
+$54.5M |
VOO, IEF, BRKB, BND, SCHM
|
13F-HR |
2/11/2019, 04:14 PM |
Q3 2018 |
51 |
$563M |
+$29.1M |
-$9.2M |
+$19.9M |
VOO, IEF, BRKB, SCHM, VIOO
|
13F-HR |
11/6/2018, 04:07 PM |
Q2 2018 |
50 |
$521M |
+$118M |
-$49.1M |
+$68.6M |
VOO, IEF, BRKB, SCHM, VIOO
|
13F-HR |
8/6/2018, 07:51 PM |
Q1 2018 |
52 |
$506M |
+$72.1M |
-$90.6M |
-$18.5M |
VOO, IEF, BRKB, FNDA, VTIP
|
13F-HR |
5/7/2018, 05:21 PM |
Q4 2017 |
56 |
$533M |
+$11.1M |
-$14M |
-$2.84M |
VOO, SPTI, VTIP, FNDA, BRKB
|
13F-HR |
2/1/2018, 08:29 PM |
Q3 2017 |
51 |
$516M |
+$25.1M |
-$13.4M |
+$11.7M |
VOO, SPTI, VTIP, FNDA, BRKB
|
13F-HR |
10/27/2017, 07:26 AM |
Q2 2017 |
51 |
$489M |
+$29.6M |
-$5.47M |
+$24.1M |
VOO, SPTI, VTIP, FNDA, BRKB
|
13F-HR |
7/21/2017, 08:08 AM |
Q1 2017 |
52 |
$458M |
+$66.1M |
-$38.6M |
+$27.5M |
SPTI, VOO, VTIP, FNDA, BRKB
|
13F-HR |
4/24/2017, 09:45 PM |
Q4 2016 |
52 |
$424M |
+$89M |
-$64.7M |
+$24.3M |
VTIP, SPTI, SCHB, FNDA, BRKB
|
13F-HR |
1/31/2017, 04:03 PM |
Q3 2016 |
49 |
$399M |
+$35.2M |
-$9.93M |
+$25.3M |
SCHB, SPTL, VTIP, FNDA, VNQ
|
13F-HR |
10/24/2016, 01:15 PM |
Q2 2016 |
44 |
$366M |
+$77.6M |
-$5.29M |
+$72.3M |
SCHB, SPTL, FNDA, VTIP, VNQ
|
13F-HR |
8/15/2016, 01:21 PM |
Q1 2016 |
47 |
$293M |
+$107M |
-$3.81M |
+$103M |
SCHB, VTIP, SPTL, VNQ, BRKB
|
Restatement |
9/6/2016, 07:06 AM |
Q4 2015 |
39 |
$185M |
+$22.5M |
-$26.4M |
-$3.9M |
SCHB, VNQ, BRKB, SCHM, FGD
|
Restatement |
9/6/2016, 07:05 AM |
Q3 2015 |
43 |
$213M |
+$35.3M |
-$11.1M |
+$24.2M |
VNQ, BRKB, SCHB, AMLPXXXX, SCHM
|
13F-HR |
11/16/2015, 09:15 AM |
Q2 2015 |
83 |
$228M |
+$11.8M |
-$8.83M |
+$2.95M |
AMLPXXXX, VNQ, BRKB, FGD, MGC
|
13F-HR |
8/14/2015, 07:17 AM |
Q1 2015 |
46 |
$235M |
+$14.6M |
-$10.4M |
+$4.21M |
AMLPXXXX, VNQ, BRKB, FGD, MGC
|
13F-HR |
4/22/2015, 10:58 AM |
Q4 2014 |
48 |
$222M |
+$28.8M |
-$5.91M |
+$22.9M |
AMLPXXXX, VNQ, BRKB, MGC, XLE
|
13F-HR |
2/5/2015, 07:20 PM |
Q3 2014 |
52 |
$210M |
+$7.19M |
-$3.34M |
+$3.85M |
AMLPXXXX, VNQ, BRKB, MGC, FGD
|
13F-HR |
11/13/2014, 08:34 PM |
Q2 2014 |
45 |
$209M |
+$7.15M |
-$8.12M |
-$976K |
AMLPXXXX, VNQ, BRKB, FGD, VWO
|
13F-HR |
8/11/2014, 04:47 PM |
Q1 2014 |
86 |
$204M |
+$11.3M |
-$12.9M |
-$1.55M |
AMLPXXXX, VNQ, BRKB, VWO, FGD
|
13F-HR |
5/9/2014, 08:56 PM |
Q4 2013 |
49 |
$204M |
|
|
|
AMLPXXXX, VNQ, BRKB, VWO, FGD
|
13F-HR |
2/18/2014, 06:34 AM |