Q3 2021 |
54 |
$54.9M |
+$8.11M |
-$10.5M |
-$2.35M |
PTLC, AGG, ITOT, SPAB, IWM
|
13F-HR |
11/1/2021, 11:15 AM |
Q2 2021 |
53 |
$57.9M |
+$18.7M |
-$18.3M |
+$426K |
IEF, PTLC, IVV, AGG, ITOT
|
13F-HR |
8/2/2021, 03:15 PM |
Q1 2021 |
55 |
$56.9M |
+$8.48M |
-$10.4M |
-$1.95M |
IWM, IJH, PTLC, AGG, UWM
|
13F-HR |
5/7/2021, 11:34 AM |
Q4 2020 |
46 |
$54.9M |
+$13.6M |
-$9.81M |
+$3.83M |
IWM, IJH, PTLC, AGG, ITOT
|
13F-HR |
2/5/2021, 01:19 PM |
Q3 2020 |
173 |
$302M |
+$76M |
-$40.3M |
+$35.7M |
NOW, AAPL, ACN, V, SQ
|
13F-HR |
10/27/2020, 01:39 PM |
Q2 2020 |
168 |
$261M |
+$51.4M |
-$35.3M |
+$16.1M |
AAPL, SHV, GOOGL, NOW, IWM
|
13F-HR |
8/7/2020, 01:12 PM |
Q1 2020 |
149 |
$211M |
+$81.1M |
-$19.8M |
+$61.4M |
SHV, IEI, IEF, GOOGL, VGLT
|
13F-HR |
4/23/2020, 03:55 PM |
Q4 2019 |
178 |
$217M |
+$43.1M |
-$20.5M |
+$22.6M |
IWM, IVV, IJH, UWM, AAPL
|
13F-HR |
2/5/2020, 10:17 AM |
Q3 2019 |
162 |
$210M |
+$36.4M |
-$35.3M |
+$1.09M |
IEI, IEF, IJH, IWM, VGLT
|
13F-HR |
11/8/2019, 02:17 PM |
Q2 2019 |
158 |
$235M |
+$43.8M |
-$12.5M |
+$31.3M |
IEI, IVV, IJH, IEF, TLT
|
13F-HR |
8/5/2019, 12:30 PM |
Q1 2019 |
156 |
$227M |
+$46.5M |
-$40M |
+$6.48M |
IEF, IVV, IJH, IWM, MVV
|
13F-HR |
5/7/2019, 10:08 AM |
Q4 2018 |
142 |
$197M |
+$54.2M |
-$36.2M |
+$18M |
IEF, IVV, IJH, UST, SHV
|
13F-HR |
1/30/2019, 01:55 PM |
Q3 2018 |
176 |
$258M |
+$85.8M |
-$54M |
+$31.8M |
IVV, IJH, IWM, SSO, RITM
|
13F-HR |
11/8/2018, 02:51 PM |
Q2 2018 |
145 |
$226M |
+$57.1M |
-$36.3M |
+$20.9M |
IEF, IVV, IWM, UST, MA
|
13F-HR |
8/7/2018, 11:42 AM |
Q1 2018 |
154 |
$215M |
+$85.4M |
-$56.3M |
+$29.1M |
IEF, IEI, IVV, UST, SSO
|
13F-HR |
4/27/2018, 04:56 PM |
Q4 2017 |
135 |
$208M |
+$43M |
-$48M |
-$5.01M |
IVV, IJH, IWM, IEF, RITM
|
13F-HR |
2/1/2018, 07:24 PM |
Q3 2017 |
113 |
$209M |
+$43.8M |
-$56.5M |
-$12.7M |
IEF, IVV, IWM, UST, RITM
|
13F-HR |
11/6/2017, 10:57 AM |
Q2 2017 |
110 |
$228M |
+$77.6M |
-$16.1M |
+$61.5M |
IEF, IEI, IVV, UST, RITM
|
13F-HR |
8/9/2017, 12:02 PM |
Q1 2017 |
99 |
$240M |
+$99.8M |
-$96.3M |
+$3.48M |
IEF, IWM, IJH, UST, RITM
|
13F-HR |
5/4/2017, 04:56 PM |
Q4 2016 |
86 |
$252M |
+$44.5M |
-$65.2M |
-$20.6M |
IWM, IJH, UWM, MVV, RITM
|
13F-HR |
2/9/2017, 10:42 AM |
Q3 2016 |
91 |
$257M |
+$74.9M |
-$99M |
-$24.1M |
IWM, IEI, IJH, RITM, MVV
|
13F-HR |
11/8/2016, 11:18 AM |
Q2 2016 |
81 |
$301M |
+$53.8M |
-$98.3M |
-$44.5M |
IJH, IWM, MVV, UWM, RITM
|
13F-HR |
8/5/2016, 11:05 AM |
Q1 2016 |
69 |
$339M |
+$144M |
-$134M |
+$10.2M |
IJH, SHY, IWM, MVV, NRF
|
13F-HR |
5/12/2016, 06:11 AM |
Q4 2015 |
75 |
$448M |
|
|
|
SHY, IVV, SPY, IWM, SPSM
|
13F-HR |
2/12/2016, 03:25 PM |