| Q1 2019 |
26 |
$18M |
+$11M |
-$5.44M |
+$5.53M |
SPY, VNQ, PG, SGOL, DIS
|
13F-HR |
5/15/2019, 01:10 PM |
| Q4 2018 |
225 |
$19.5M |
+$11.3M |
-$11.5M |
-$196K |
GBIL, PG, TBLL, DIS, AAPL
|
13F-HR |
2/13/2019, 11:34 AM |
| Q3 2018 |
28 |
$23M |
+$8.44M |
-$474K |
+$7.97M |
SPY, VNQ, TBLL, PG, DIS
|
13F-HR |
10/19/2018, 05:13 PM |
| Q2 2018 |
27 |
$15.5M |
+$7.56M |
-$494K |
+$7.06M |
VNQ, PG, DIS, SGOLXXXX, AAPL
|
13F-HR |
7/31/2018, 05:11 PM |
| Q1 2018 |
26 |
$20.9M |
+$6.4M |
-$390K |
+$6.01M |
PDBCXXXX, GBIL, PG, AAPL, DIS
|
13F-HR |
5/10/2018, 02:34 PM |
| Q4 2017 |
27 |
$23.4M |
+$6.94M |
-$343K |
+$6.6M |
SPY, PDBCXXXX, PG, AAPL, DIS
|
13F-HR |
2/8/2018, 12:33 PM |
| Q3 2017 |
33 |
$24M |
+$8.48M |
-$6.19M |
+$2.29M |
EFA, PDBCXXXX, PG, SPY, AAPL
|
13F-HR |
11/2/2017, 09:01 AM |
| Q2 2017 |
25 |
$20.9M |
+$6.5M |
-$998K |
+$5.5M |
SPY, EFA, PG, DIS, SGOLXXXX
|
13F-HR |
8/2/2017, 09:17 AM |
| Q1 2017 |
29 |
$20.6M |
+$1.9M |
-$792K |
+$1.11M |
SPY, COST, PG, AAPL, DIS
|
13F-HR |
5/11/2017, 08:35 PM |
| Q4 2016 |
27 |
$24.6M |
+$8.68M |
-$151K |
+$8.53M |
SPY, PDBCXXXX, COST, PG, DIS
|
13F-HR |
2/9/2017, 07:58 PM |
| Q3 2016 |
31 |
$27M |
+$15.7M |
-$7.37M |
+$8.35M |
SPY, COST, EFA, GSLC, DEEF
|
Restatement |
2/9/2017, 07:57 PM |
| Q2 2016 |
25 |
$26.3M |
+$14.9M |
-$189K |
+$14.7M |
VNQ, PDBCXXXX, COST, PG, SPY
|
13F-HR |
8/4/2016, 05:04 PM |
| Q1 2016 |
25 |
$19.4M |
+$13.9M |
-$218K |
+$13.7M |
AGG, COST, PG, SPY, DIS
|
13F-HR |
5/13/2016, 06:34 PM |
| Q4 2015 |
19 |
$6.31M |
+$1.97M |
-$2.65K |
+$1.96M |
PG, DIS, XOM, SRE, T
|
13F-HR |
2/10/2016, 03:48 PM |
| Q3 2015 |
15 |
$18.1M |
+$10.4M |
-$287K |
+$10.1M |
BND, COST, SCHZ, PG, DIS
|
13F-HR |
11/9/2015, 07:02 PM |
| Q2 2015 |
21 |
$29.7M |
+$9.95M |
-$216K |
+$9.73M |
EFA, SPY, COST, PG, DIS
|
13F-HR |
8/7/2015, 06:14 PM |
| Q1 2015 |
24 |
$32.8M |
+$16.2M |
-$81.3M |
-$65.1M |
VNQ, EFA, COST, SCHH, PG
|
13F-HR |
5/4/2015, 07:27 PM |
| Q4 2014 |
23 |
$183M |
|
|
|
SPY, VNQ, PG, SCHZ, DIS
|
13F-HR |
2/13/2015, 05:44 PM |