Q2 2024 |
29 |
$1.04B |
+$119M |
-$12.6M |
+$106M |
CCJ, BTU, APG, ARLP, VOO
|
Restatement |
8/16/2024, 11:19 AM |
Q1 2024 |
26 |
$866M |
+$81.6M |
-$34.4M |
+$47.2M |
CCJ, BTU, APG, STER, VOO
|
13F-HR |
5/15/2024, 04:53 PM |
Q4 2023 |
23 |
$806M |
+$106M |
-$64.7M |
+$41.2M |
CCJ, BTU, APG, ARLP, VOO
|
13F-HR |
2/14/2024, 04:18 PM |
Q3 2023 |
21 |
$733M |
+$42.9M |
-$23.9M |
+$19M |
BTU, CCJ, ARLP, EPD, VOO
|
13F-HR |
11/14/2023, 04:00 PM |
Q2 2023 |
23 |
$660M |
+$65.1M |
-$8.29M |
+$56.8M |
BTU, CCJ, VOO, EPD, STER
|
13F-HR |
8/14/2023, 04:46 PM |
Q1 2023 |
23 |
$590M |
+$35.5M |
-$23.6M |
+$12M |
BTU, CCJ, VOO, EPD, ARLP
|
13F-HR |
5/15/2023, 04:40 PM |
Q4 2022 |
22 |
$576M |
+$40.6M |
-$76.9M |
-$36.2M |
BTU, STER, CCJ, VOO, EPD
|
13F-HR |
2/14/2023, 04:27 PM |
Q3 2022 |
26 |
$599M |
+$156M |
-$71.4M |
+$85M |
BTU, VOO, STER, CCJ, IVV
|
13F-HR |
11/14/2022, 04:16 PM |
Q2 2022 |
23 |
$496M |
+$96.7M |
-$39.5M |
+$57.2M |
IVV, STER, BTU, CCJ, EPD
|
13F-HR |
8/15/2022, 04:57 PM |
Q1 2022 |
23 |
$533M |
+$121M |
-$21.5M |
+$99.3M |
STER, CCJ, IVV, BTU, EPD
|
13F-HR |
5/16/2022, 04:25 PM |
Q4 2021 |
23 |
$370M |
+$37.1M |
-$51.7M |
-$14.6M |
STER, IVV, CCJ, IEMG, EPD
|
13F-HR |
2/14/2022, 04:58 PM |
Q3 2021 |
30 |
$402M |
+$127M |
-$10.9M |
+$116M |
STER, IVV, CCJ, IEMG, EPD
|
13F-HR |
11/15/2021, 06:00 PM |
Q2 2021 |
26 |
$287M |
+$33.3M |
-$19.8M |
+$13.5M |
IEMG, IVV, EPD, CCJ, IEFA
|
13F-HR |
8/16/2021, 04:40 PM |
Q1 2021 |
31 |
$254M |
+$59.3M |
-$9.02M |
+$50.2M |
IVV, EPD, CCJ, IEMG, IEFA
|
13F-HR |
5/17/2021, 04:37 PM |
Q4 2020 |
25 |
$189M |
+$12.1M |
-$155K |
+$12M |
IVV, EPD, CCJ, IEFA, TSLX
|
13F-HR |
2/16/2021, 04:22 PM |
Q3 2020 |
24 |
$154M |
+$2.39M |
-$783K |
+$1.6M |
IVV, EPD, CCJ, IEFA, TSLX
|
13F-HR |
11/16/2020, 04:30 PM |
Q2 2020 |
25 |
$147M |
+$23.2M |
-$151M |
-$128M |
IVV, EPD, CCJ, IEFA, TSLX
|
13F-HR |
8/14/2020, 04:22 PM |
Q1 2020 |
31 |
$237M |
+$180M |
-$29.9M |
+$150M |
IEMG, IVV, HEDJ, IEFA, EPD
|
13F-HR |
5/15/2020, 04:45 PM |
Q4 2019 |
20 |
$110M |
+$7.15M |
-$818K |
+$6.34M |
HEDJ, MCHI, EWZ, CCJ, EEM
|
13F-HR |
2/14/2020, 04:27 PM |
Q3 2019 |
18 |
$99M |
+$14.4M |
-$7.44M |
+$6.92M |
HEDJ, MCHI, EWZ, EEM, CCJ
|
13F-HR |
11/14/2019, 04:06 PM |
Q2 2019 |
16 |
$95.1M |
+$13.6M |
-$3M |
+$10.6M |
HEDJ, MCHI, EWZ, EEM, CCJ
|
13F-HR |
8/14/2019, 04:29 PM |
Q1 2019 |
22 |
$82.9M |
+$20.3M |
-$20.4M |
-$144K |
HEDJ, MCHI, EEM, EWZ, KSA
|
13F-HR |
5/15/2019, 04:29 PM |
Q4 2018 |
21 |
$74M |
+$18.6M |
-$84.7M |
-$66M |
HEDJ, IVV, MCHI, EWZ, TSLX
|
13F-HR |
2/14/2019, 04:33 PM |
Q3 2018 |
29 |
$144M |
+$5.38M |
-$19.8M |
-$14.4M |
HEDJ, KRE, MCHI, XES, EWZ
|
13F-HR |
11/14/2018, 04:56 PM |
Q2 2018 |
28 |
$160M |
+$11.6M |
-$19.2M |
-$7.64M |
HEDJ, KRE, XES, MCHI, GDX
|
13F-HR |
8/14/2018, 04:05 PM |
Q1 2018 |
29 |
$169M |
+$22.1M |
-$5.56M |
+$16.6M |
HEDJ, KRE, MCHI, EWZ, XES
|
13F-HR |
5/15/2018, 05:03 PM |
Q4 2017 |
29 |
$155M |
+$9.92M |
-$30.4M |
-$20.5M |
HEDJ, KRE, MCHI, XES, EWZ
|
13F-HR |
2/14/2018, 05:03 PM |
Q3 2017 |
26 |
$173M |
+$17.9M |
-$4.15M |
+$13.8M |
HEDJ, MCHI, KRE, EWW, EWY
|
13F-HR |
11/14/2017, 04:36 PM |
Q2 2017 |
25 |
$151M |
+$3.42M |
-$7.87M |
-$4.46M |
HEDJ, MCHI, KRE, EWW, EWY
|
Restatement |
11/14/2017, 04:42 PM |
Q1 2017 |
24 |
$157M |
+$16.5M |
-$17.6M |
-$1.12M |
HEDJ, MCHI, KRE, TSLX, EWW
|
13F-HR |
5/15/2017, 11:17 AM |
Q4 2016 |
18 |
$147M |
+$87.3M |
-$43.8M |
+$43.5M |
HEDJ, TSLX, MCHI, KRE, EWY
|
13F-HR |
2/14/2017, 10:07 AM |
Q3 2016 |
15 |
$87.4M |
+$1.9M |
-$23.4M |
-$21.5M |
EZU, MCHI, EWY, EWT, EWW
|
Restatement |
2/14/2017, 10:09 AM |
Q2 2016 |
14 |
$120M |
+$26.4M |
-$872K |
+$25.6M |
EZU, TSLX, IVV, MCHI, EWY
|
13F-HR |
8/15/2016, 11:03 AM |
Q1 2016 |
11 |
$95.9M |
+$29.2M |
-$61.8M |
-$32.6M |
EZU, TSLX, MCHI, EWY, EWT
|
13F-HR |
5/16/2016, 03:45 PM |
Q4 2015 |
10 |
$127M |
+$1.06M |
-$3.33M |
-$2.27M |
HEDJ, DXJ, MCHI, TSLX, EWY
|
13F-HR |
2/16/2016, 01:31 PM |
Q3 2015 |
11 |
$129M |
$0 |
$0 |
|
HEDJ, DXJ, MCHI, TSLX, EWY
|
New Holdings |
11/13/2015, 11:17 AM |
Q3 2015 |
11 |
$129M |
+$4.93M |
-$5.11M |
-$185K |
HEDJ, DXJ, MCHI, TSLX, EWY
|
13F-HR |
11/6/2015, 02:58 PM |
Q2 2015 |
11 |
$149M |
+$24.3M |
$0 |
+$24.3M |
HEDJ, DXJ, MCHI, TSLX, EWY
|
13F-HR |
8/14/2015, 11:57 AM |
Q1 2015 |
9 |
$125M |
+$10.5M |
$0 |
+$10.5M |
DXJ, MCHI, TSLX, EWY, HEDJ
|
13F-HR |
5/15/2015, 03:28 PM |
Q4 2014 |
8 |
$108M |
+$13.6M |
-$14.5M |
-$833K |
DXJ, MCHI, TSLX, EWY, EWT
|
13F-HR |
2/17/2015, 01:56 PM |
Q3 2014 |
18 |
$112M |
+$25.5M |
$0 |
+$25.5M |
DXJ, MCHI, EWY, TSLX, EWT
|
13F-HR |
11/14/2014, 12:05 PM |
Q2 2014 |
6 |
$86.5M |
+$3.23M |
-$30.3M |
-$27.1M |
DXJ, EWY, MCHI, EWT, EWW
|
13F-HR |
8/14/2014, 11:03 AM |
Q1 2014 |
35 |
$109M |
+$86.1M |
-$69.8M |
+$16.3M |
DXJ, EWY, MCHI, EWT, EWW
|
13F-HR |
5/15/2014, 04:15 PM |
Q4 2013 |
32 |
$92.2M |
$0 |
$0 |
|
DEM, EEM, LVS, QCOM, SNDK
|
13F-HR |
2/6/2014, 03:38 PM |