Q3 2020 |
86 |
$622M |
+$43.5M |
-$24.1M |
+$19.4M |
BOND, SPY, IVW, SPYV, VCSH
|
13F-HR |
11/16/2020, 01:26 PM |
Q2 2020 |
83 |
$574M |
+$33.8M |
-$21.6M |
+$12.2M |
IVW, SPY, BOND, SPYV, VCSH
|
13F-HR |
8/14/2020, 12:42 PM |
Q1 2020 |
78 |
$486M |
+$60M |
-$48.8M |
+$11.2M |
SPY, BOND, IVW, SPYV, VCSH
|
13F-HR |
5/7/2020, 04:22 PM |
Q4 2019 |
87 |
$565M |
+$17.1M |
-$27.2M |
-$10.1M |
SPY, BOND, SPYV, IVW, SCHB
|
13F-HR |
1/27/2020, 02:58 PM |
Q3 2019 |
106 |
$543M |
+$14.7M |
-$20.8M |
-$6.13M |
BOND, SPY, SPYV, IVW, SCHB
|
Restatement |
1/27/2020, 03:02 PM |
Q2 2019 |
108 |
$544M |
+$17.8M |
-$4.08M |
+$13.7M |
BOND, SPY, SPYV, IVW, SCHB
|
13F-HR |
7/24/2019, 04:05 PM |
Q1 2019 |
106 |
$515M |
+$139M |
-$103M |
+$36.3M |
BOND, SPY, SPYV, IVW, SCHB
|
Restatement |
1/27/2020, 03:00 PM |
Q4 2018 |
96 |
$439M |
+$59.2M |
-$40.3M |
+$18.9M |
SPY, BOND, VCSH, SCHB, XSLV
|
13F-HR |
2/6/2019, 05:08 PM |
Q3 2018 |
83 |
$469M |
+$48.1M |
-$50.8M |
-$2.73M |
SPY, BOND, VCSH, SCHB, IVW
|
13F-HR |
11/1/2018, 03:59 PM |
Q2 2018 |
74 |
$456M |
+$68.9M |
-$40.1M |
+$28.8M |
SPY, BOND, VCSH, IDLV, SCHB
|
13F-HR |
11/1/2018, 03:58 PM |
Q1 2018 |
73 |
$438M |
+$146M |
-$42.8M |
+$104M |
SPY, BOND, VCSH, IDLV, SCHB
|
13F-HR |
11/1/2018, 03:56 PM |
Q4 2017 |
83 |
$342M |
+$16.9M |
-$2.04M |
+$14.9M |
SPY, BOND, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:55 PM |
Q3 2017 |
79 |
$313M |
+$14M |
-$2.6M |
+$11.4M |
SPY, BOND, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:50 PM |
Q2 2017 |
73 |
$295M |
+$17.1M |
-$5.93M |
+$11.2M |
SPY, BOND, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:47 PM |
Q1 2017 |
73 |
$281M |
+$21.8M |
-$6.5M |
+$15.3M |
SPY, BOND, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:44 PM |
Q4 2016 |
68 |
$257M |
+$23.7M |
-$2.79M |
+$20.9M |
BOND, SPY, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:43 PM |
Q3 2016 |
62 |
$235M |
+$13M |
-$3.22M |
+$9.79M |
BOND, SPY, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:41 PM |
Q2 2016 |
61 |
$222M |
+$27.1M |
-$12.8M |
+$14.3M |
BOND, SPY, VCIT, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:40 PM |
Q1 2016 |
62 |
$202M |
+$9.95M |
-$3.88M |
+$6.07M |
BOND, VCIT, SPY, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:38 PM |
Q4 2015 |
60 |
$192M |
+$14.5M |
-$1.83M |
+$12.7M |
BOND, VCIT, SPY, VCSH, SCHB
|
13F-HR |
11/1/2018, 03:36 PM |
Q3 2015 |
61 |
$175M |
+$19.1M |
-$8.25M |
+$10.8M |
BOND, VCIT, VCSH, SPY, IMCG
|
13F-HR |
11/1/2018, 03:34 PM |
Q2 2015 |
61 |
$173M |
+$7.48M |
-$1.48M |
+$6.01M |
BOND, VCIT, VCSH, SPY, IMCG
|
13F-HR |
11/1/2018, 03:32 PM |
Q1 2015 |
63 |
$170M |
+$21.3M |
-$2.48M |
+$18.8M |
BOND, VCIT, VCSH, SPY, IMCG
|
13F-HR |
11/1/2018, 03:23 PM |
Q4 2014 |
59 |
$148M |
+$8.83M |
-$568K |
+$8.26M |
BOND, VCIT, VCSH, SPY, IMCG
|
13F-HR |
11/1/2018, 03:21 PM |
Q3 2014 |
41 |
$137M |
+$18.7M |
-$20.1M |
-$1.43M |
BOND, VCIT, VCSH, IMCG, SPY
|
13F-HR |
11/1/2018, 03:18 PM |
Q2 2014 |
40 |
$140M |
+$5.53M |
-$7.48M |
-$1.95M |
BOND, VCIT, VCSH, SCHA, IMCG
|
13F-HR |
11/1/2018, 03:15 PM |
Q1 2014 |
33 |
$138M |
+$5.86M |
-$2.52M |
+$3.34M |
SCHA, BOND, VCIT, VCSH, IMCG
|
13F-HR |
11/1/2018, 03:13 PM |
Q4 2013 |
29 |
$132M |
$0 |
$0 |
|
SCHA, BOND, VCIT, VCSH, IMCG
|
13F-HR |
11/1/2018, 03:10 PM |