Q3 2024 |
177 |
$845M |
+$58.2M |
-$468M |
-$410M |
IEFA, QQQ, AGG, VOO, BILS
|
13F-HR |
11/5/2024, 06:10 PM |
Q2 2024 |
188 |
$1.19B |
+$98.7M |
-$60.4M |
+$38.3M |
IEFA, QQQ, VYM, VOO, BIL
|
13F-HR |
7/31/2024, 09:33 AM |
Q1 2024 |
184 |
$1.16B |
+$84.4M |
-$28.1M |
+$56.3M |
IEFA, QQQ, VYM, VOO, BIL
|
13F-HR |
4/23/2024, 11:30 AM |
Q4 2023 |
173 |
$1.04B |
+$59.3M |
-$25.4M |
+$33.9M |
IEFA, QQQ, VYM, VOO, BIL
|
13F-HR |
1/22/2024, 05:53 PM |
Q3 2023 |
180 |
$914M |
+$21.7M |
-$27M |
-$5.24M |
IEFA, QQQ, VYM, VOO, AGG
|
13F-HR |
10/30/2023, 12:02 PM |
Q2 2023 |
185 |
$944M |
+$32.5M |
-$65.5M |
-$33M |
IEFA, QQQ, VYM, VOO, AGG
|
13F-HR |
7/26/2023, 05:49 PM |
Q1 2023 |
188 |
$945M |
+$132M |
-$101M |
+$30.7M |
IEFA, QQQ, VYM, VOO, AGG
|
13F-HR |
4/19/2023, 02:30 PM |
Q4 2022 |
182 |
$861M |
+$42.4M |
-$33.4M |
+$9.06M |
QQQ, IEFA, VOO, VYM, SPY
|
13F-HR |
1/31/2023, 01:05 PM |
Q3 2022 |
181 |
$781M |
+$84.3M |
-$72.9M |
+$11.4M |
QQQ, IEFA, VOO, VYM, SPY
|
13F-HR |
10/11/2022, 09:43 AM |
Q2 2022 |
201 |
$836M |
+$115M |
-$48.3M |
+$67.2M |
IEFA, QQQ, XLF, VOO, VYM
|
13F-HR |
7/15/2022, 03:43 PM |
Q1 2022 |
176 |
$896M |
+$106M |
-$45.8M |
+$60.1M |
IEFA, QQQ, XLF, VOO, SPY
|
13F-HR |
4/25/2022, 05:17 PM |
Q4 2021 |
174 |
$877M |
+$89.8M |
-$53.6M |
+$36.2M |
IEFA, QQQ, XLF, VOO, SPY
|
13F-HR |
2/1/2022, 12:02 PM |
Q3 2021 |
169 |
$802M |
+$78.5M |
-$23.4M |
+$55.1M |
IEFA, QQQ, XLF, SPY, VOO
|
13F-HR |
10/22/2021, 03:30 PM |
Q2 2021 |
168 |
$758M |
+$47.4M |
-$25.6M |
+$21.8M |
IEFA, QQQ, XLF, SPY, IEMG
|
13F-HR |
7/30/2021, 04:47 PM |
Q1 2021 |
164 |
$695M |
+$62.1M |
-$47.1M |
+$15M |
IEFA, QQQ, XLF, SPY, IEMG
|
13F-HR |
5/7/2021, 09:43 AM |
Q4 2020 |
164 |
$648M |
+$95M |
-$81.4M |
+$13.7M |
IEFA, QQQ, SPY, XLU, IEMG
|
13F-HR |
2/5/2021, 04:23 PM |
Q3 2020 |
150 |
$569M |
+$18.2M |
-$27.3M |
-$9.12M |
QQQ, IEFA, SPY, OEF, XLU
|
13F-HR |
11/5/2020, 10:36 AM |
Q2 2020 |
149 |
$538M |
+$75.7M |
-$73.2M |
+$2.41M |
QQQ, IEFA, SPY, OEF, XLU
|
13F-HR |
8/13/2020, 04:12 PM |
Q1 2020 |
144 |
$460M |
+$68.8M |
-$45.7M |
+$23.1M |
QQQ, IEFA, SPY, XLF, IEMG
|
13F-HR |
5/11/2020, 03:47 PM |
Q4 2019 |
157 |
$553M |
+$25.4M |
-$34.4M |
-$9.03M |
QQQ, IEFA, SPY, XLF, IEMG
|
13F-HR |
2/13/2020, 05:18 PM |
Q3 2019 |
160 |
$527M |
+$97.8M |
-$19.3M |
+$78.5M |
QQQ, IEFA, SPY, XLF, IEMG
|
13F-HR |
11/14/2019, 03:32 PM |
Q2 2019 |
156 |
$445M |
+$69.5M |
-$5.95M |
+$63.5M |
QQQ, IEFA, SPY, IEMG, VTI
|
13F-HR |
8/14/2019, 10:40 AM |
Q1 2019 |
143 |
$373M |
+$62.5M |
-$57.3M |
+$5.21M |
QQQ, IEFA, SPY, IEMG, UPS
|
13F-HR |
5/13/2019, 06:10 PM |
Q4 2018 |
136 |
$327M |
+$48.3M |
-$9.41M |
+$38.9M |
SPY, QQQ, IEFA, MCD, VCIT
|
13F-HR |
2/14/2019, 04:25 PM |
Q3 2018 |
146 |
$325M |
+$10.6M |
-$20.9M |
-$10.3M |
SPY, IEFA, QQQ, MSFT, MCD
|
13F-HR |
11/14/2018, 02:25 PM |
Q2 2018 |
145 |
$323M |
+$94M |
-$89.6M |
+$4.42M |
SPY, IEFA, QQQ, VCIT, MCD
|
13F-HR |
8/14/2018, 10:25 AM |
Q1 2018 |
140 |
$314M |
+$46M |
-$81M |
-$35M |
SPY, QQQ, VEU, XPH, IBM
|
13F-HR |
5/14/2018, 02:35 PM |
Q4 2017 |
140 |
$356M |
+$19.6M |
-$25M |
-$5.4M |
VTV, SPY, QQQ, VEU, MCD
|
13F-HR |
2/14/2018, 11:17 AM |
Q3 2017 |
131 |
$344M |
+$87.4M |
-$33.8M |
+$53.6M |
VTV, SPY, QQQ, VEU, MCD
|
13F-HR |
11/13/2017, 04:57 PM |
Q2 2017 |
126 |
$282M |
+$49.3M |
-$40.5M |
+$8.86M |
SPY, QQQ, BIL, GE, IBM
|
13F-HR |
8/14/2017, 01:48 PM |
Q1 2017 |
129 |
$269M |
+$62.4M |
-$57.1M |
+$5.31M |
SPY, QQQ, XLV, BIL, GE
|
13F-HR |
5/5/2017, 02:17 PM |
Q4 2016 |
121 |
$256M |
+$114M |
-$21.1M |
+$93.1M |
SPY, TLT, XLP, XLV, GE
|
13F-HR |
2/14/2017, 12:02 PM |
Q3 2016 |
118 |
$159M |
+$27.9M |
-$42M |
-$14.1M |
GE, XOM, VCIT, BMY, MCD
|
13F-HR |
11/15/2016, 01:06 PM |
Q2 2016 |
125 |
$173M |
+$16.8M |
-$3.17M |
+$13.7M |
AMLP, XOM, PFF, VCIT, MCD
|
13F-HR |
8/10/2016, 04:05 PM |
Q1 2016 |
115 |
$154M |
+$23.4M |
-$13.4M |
+$9.95M |
AMLP, VCIT, XOM, MCD, SPY
|
13F-HR |
5/12/2016, 12:42 PM |
Q4 2015 |
125 |
$139M |
+$57.2M |
-$49.7M |
+$7.48M |
SPY, AMLP, MCD, XOM, GE
|
13F-HR |
2/4/2016, 12:44 PM |
Q3 2015 |
140 |
$126M |
+$16.1M |
-$16.6M |
-$586K |
AGG, MCD, AMLP, SPY, GE
|
13F-HR |
11/12/2015, 10:03 AM |
Q2 2015 |
146 |
$135M |
+$6.78M |
-$10.5M |
-$3.76M |
SPY, BMY, INTC, MCD, AMLP
|
13F-HR |
8/4/2015, 05:00 PM |
Q1 2015 |
152 |
$142M |
+$8.7M |
-$9.66M |
-$958K |
SPY, INTC, MCD, AMLP, WM
|
13F-HR |
5/1/2015, 11:46 AM |
Q4 2014 |
157 |
$145M |
+$8.45M |
-$7.59M |
+$862K |
SPY, INTC, MCD, AMLP, T
|
13F-HR |
2/9/2015, 06:05 PM |
Q3 2014 |
162 |
$140M |
+$5.33M |
-$5.28M |
+$54.3K |
SPY, INTC, AMLP, T, GE
|
13F-HR |
10/24/2014, 02:30 PM |
Q2 2014 |
160 |
$142M |
+$4.48M |
-$16.4M |
-$11.9M |
SPY, INTC, T, AMLP, GE
|
13F-HR |
7/29/2014, 11:08 AM |
Q1 2014 |
162 |
$150M |
+$5.36M |
-$51.4M |
-$46M |
SPY, T, GE, INTC, MCD
|
13F-HR |
5/12/2014, 05:02 PM |
Q4 2013 |
164 |
$193M |
$0 |
$0 |
|
SPY, T, VWO, INTC, AMLP
|
13F-HR |
2/12/2014, 05:14 PM |