| Q2 2020 |
7 |
$126,634,000 |
+$126,124,336 |
-$512,168 |
+$125,612,168 |
VNQ, SPLG, SPDW, IAGG, SPEM
|
13F-HR |
14 Aug 2020, 09:38 |
| Q1 2020 |
26 |
$952,000 |
+$3,249 |
-$20,000 |
-$16,751 |
SPLG, SPDW, IAGG, SPIP, DLR
|
13F-HR |
15 May 2020, 10:45 |
| Q4 2019 |
28 |
$1,341,000 |
+$2,411 |
-$32 |
+$2,379 |
SPLG, SPDW, OHI, IAGG, SPIP
|
13F-HR |
14 Feb 2020, 11:49 |
| Q3 2019 |
28 |
$1,325,000 |
+$26,082 |
-$41,319 |
-$15,237 |
SPLG, SPDW, OHI, IAGG, EPR
|
13F-HR |
14 Nov 2019, 10:43 |
| Q2 2019 |
29 |
$1,314,000 |
+$43,006 |
-$53,453 |
-$10,447 |
SPLG, SPDW, IAGG, EPR, OHI
|
13F-HR |
14 Aug 2019, 10:56 |
| Q1 2019 |
29 |
$1,329,000 |
+$9,495 |
-$9,093 |
+$402 |
SPLG, SPDW, SPIP, EPR, IAGG
|
13F-HR |
15 May 2019, 12:20 |
| Q4 2018 |
30 |
$1,183,000 |
$0 |
-$303,885 |
-$303,885 |
SPLG, SPDW, SPIP, IAGG, OHI
|
13F-HR |
14 Feb 2019, 10:53 |
| Q3 2018 |
33 |
$1,686,000 |
+$956,000 |
-$123,407 |
+$832,593 |
SPLG, SPDW, IAGG, SPIP, GNR
|
13F-HR |
14 Nov 2018, 10:49 |
| Q2 2018 |
6 |
$829,000 |
+$4,367 |
-$4,645 |
-$278 |
SPLG, SPDW, IAGG, SPIP, GNR
|
13F-HR |
14 Aug 2018, 11:12 |
| Q1 2018 |
6 |
$828,000 |
+$828,000 |
-$907,000 |
-$79,000 |
SPLG, SPDW, SPIP, IAGG, SPEM
|
13F-HR |
15 May 2018, 10:56 |
| Q4 2017 |
6 |
$907,000 |
+$636,499 |
-$837,000 |
-$200,501 |
IWB, VEA, BWX, TIP, VWO
|
13F-HR |
14 Feb 2018, 12:17 |
| Q3 2017 |
14 |
$1,102,000 |
+$195,445 |
-$74,987 |
+$120,458 |
IVV, EFA, IWS, IGIB, TIP
|
13F-HR |
14 Nov 2017, 12:16 |
| Q2 2017 |
9 |
$951,000 |
+$38,736 |
-$67,920 |
-$29,184 |
IVV, EFA, IWS, IGIB, TIP
|
13F-HR |
14 Aug 2017, 15:31 |
| Q1 2017 |
10 |
$962,000 |
+$265,002 |
-$150,229 |
+$114,773 |
IVV, EFA, IWS, TIP, IGIB
|
13F-HR |
15 May 2017, 14:05 |
| Q4 2016 |
17 |
$826,000 |
+$265,012 |
-$9,934,340 |
-$9,669,328 |
IVV, EFV, IWS, TIP, IWN
|
13F-HR |
14 Feb 2017, 14:42 |
| Q3 2016 |
23 |
$10,482,000 |
+$10,482,000 |
-$11,998,000 |
-$1,516,000 |
NEM, IWN, EWX, IWS, IVV
|
13F-HR |
14 Nov 2016, 12:05 |
| Q2 2016 |
1 |
$11,998,000 |
$0 |
-$385,534 |
-$385,534 |
GOLD
|
13F-HR |
15 Aug 2016, 11:50 |
| Q1 2016 |
1 |
$7,877,000 |
$0 |
$0 |
$0 |
GOLD
|
13F-HR |
16 May 2016, 11:30 |
| Q4 2015 |
1 |
$4,281,000 |
$0 |
-$420,719 |
-$420,719 |
GOLD
|
13F-HR |
16 Feb 2016, 10:32 |
| Q3 2015 |
1 |
$4,052,000 |
$0 |
-$330,776 |
-$330,776 |
GOLD
|
13F-HR |
16 Nov 2015, 11:47 |
| Q2 2015 |
1 |
$7,345,000 |
$0 |
$0 |
$0 |
GOLD
|
13F-HR |
14 Aug 2015, 10:46 |
| Q1 2015 |
1 |
$7,552,000 |
$0 |
$0 |
$0 |
GOLD
|
13F-HR |
15 May 2015, 12:46 |
| Q4 2014 |
1 |
$7,407,000 |
$0 |
-$75,253 |
-$75,253 |
GOLD
|
13F-HR |
17 Feb 2015, 12:42 |
| Q3 2014 |
1 |
$10,204,000 |
$0 |
-$161,270 |
-$161,270 |
GOLD
|
13F-HR |
14 Nov 2014, 09:58 |
| Q2 2014 |
1 |
$12,939,000 |
$0 |
$0 |
$0 |
GOLD
|
13F-HR |
14 Aug 2014, 14:12 |
| Q1 2014 |
1 |
$12,606,000 |
$0 |
-$267,454 |
-$267,454 |
GOLD
|
13F-HR |
15 May 2014, 13:40 |
| Q4 2013 |
1 |
$12,729,000 |
$0 |
$0 |
$0 |
GOLD
|
13F-HR |
14 Feb 2014, 13:26 |