| Q4 2017 |
27 |
$251M |
+$4.37M |
-$4.02M |
+$347K |
VEA, AGG, AAPL, BA, MSFT
|
13F-HR |
2/12/2018, 05:10 PM |
| Q3 2017 |
30 |
$244M |
+$21.7M |
-$7.17M |
+$14.6M |
VEA, AGG, AAPL, BA, AXP
|
13F-HR |
11/14/2017, 01:18 PM |
| Q2 2017 |
117 |
$300M |
+$25.5M |
-$2.51M |
+$23M |
VEA, AGG, AAPL, AXP, MSFT
|
13F-HR |
8/3/2017, 03:53 PM |
| Q1 2017 |
107 |
$273M |
+$18M |
-$17.2M |
+$835K |
VEA, AGG, AAPL, MKCV, AXP
|
13F-HR |
5/15/2017, 10:10 AM |
| Q4 2016 |
109 |
$264M |
+$27.2M |
-$25.5M |
+$1.75M |
VEA, AGG, ESRX, AAPL, MKCV
|
13F-HR |
2/10/2017, 12:51 PM |
| Q3 2016 |
113 |
$271M |
+$5.48M |
-$6.44M |
-$961K |
VEA, DXJ, AGG, ESRX, MKCV
|
13F-HR |
11/1/2016, 02:29 PM |
| Q2 2016 |
114 |
$277M |
+$17M |
-$5.06M |
+$11.9M |
VEA, DXJ, ESRX, MKC, MKCV
|
13F-HR |
8/3/2016, 10:57 AM |
| Q1 2016 |
115 |
$275M |
+$37.5M |
-$1.35M |
+$36.1M |
VEA, DXJ, MKC, ESRX, AAPL
|
13F-HR |
5/9/2016, 11:35 AM |
| Q4 2015 |
89 |
$258M |
+$37M |
-$3.68M |
+$33.3M |
VEA, DXJ, ESRX, MKC, CMG
|
13F-HR |
2/1/2016, 03:53 PM |
| Q3 2015 |
88 |
$228M |
+$30.6M |
-$5.72M |
+$24.8M |
CMG, ESRX, DXJ, VEA, MKC
|
13F-HR |
11/2/2015, 03:52 PM |
| Q2 2015 |
78 |
$236M |
+$6.54M |
-$3.25M |
+$3.29M |
ESRX, DXJ, UAA, CMG, VEA
|
Restatement |
8/6/2015, 01:05 PM |
| Q1 2015 |
79 |
$234M |
+$12.6M |
-$2.18M |
+$10.5M |
ESRX, CMG, UAA, DXJ, VFC
|
Restatement |
8/6/2015, 01:04 PM |
| Q4 2014 |
96 |
$246M |
|
|
|
ESRX, CMG, VFC, MKC, UAA
|
Restatement |
8/6/2015, 01:03 PM |