Q2 2019 |
45 |
$146M |
+$10.6M |
-$4.75M |
+$5.87M |
JPST, PHDG, TOTL, IEF, BTAL
|
13F-HR |
8/9/2019, 02:38 PM |
Q1 2019 |
43 |
$138M |
+$54.5M |
-$55M |
-$494K |
PHDG, JPST, TOTL, IEF, QUAL
|
13F-HR |
5/3/2019, 05:04 PM |
Q4 2018 |
40 |
$126M |
+$35.2M |
-$34.7M |
+$441K |
QUAL, VLUE, TOTL, JPST, USMV
|
13F-HR |
2/8/2019, 05:47 PM |
Q3 2018 |
39 |
$140M |
+$26.4M |
-$20.8M |
+$5.62M |
VUG, VLUE, QUAL, JPST, TOTL
|
13F-HR |
10/12/2018, 09:26 AM |
Q2 2018 |
25 |
$128M |
+$14.1M |
-$3.78M |
+$10.4M |
VLUE, VUG, QUAL, TOTL, EZM
|
13F-HR |
8/13/2018, 10:06 AM |
Q1 2018 |
17 |
$116M |
+$16.5M |
-$8.54M |
+$7.98M |
VLUE, VUG, QUAL, TOTL, EZM
|
13F-HR |
4/19/2018, 09:39 AM |
Q4 2017 |
18 |
$109M |
+$12.2M |
-$11.5M |
+$711K |
QUAL, VLUE, VUG, TOTL, EZM
|
13F-HR |
2/6/2018, 08:19 AM |
Q3 2017 |
20 |
$108M |
+$980K |
-$1.38M |
-$403K |
QUAL, TOTL, VLUE, VUG, EZM
|
13F-HR |
10/31/2017, 08:43 AM |
Q2 2017 |
20 |
$105M |
+$2.4M |
-$7.68M |
-$5.27M |
QUAL, TOTL, VLUE, VUG, EZM
|
13F-HR |
8/10/2017, 09:23 AM |
Q1 2017 |
23 |
$109M |
+$15.6M |
-$16.9M |
-$1.39M |
QUAL, TOTL, VLUE, VUG, EZM
|
13F-HR |
4/26/2017, 04:27 PM |
Q4 2016 |
28 |
$115M |
+$28.9M |
-$28.6M |
+$309K |
QUAL, TOTL, VLUE, VUG, EZM
|
13F-HR |
1/17/2017, 08:23 PM |
Q3 2016 |
26 |
$114M |
+$16.5M |
-$16.4M |
+$41.9K |
QUAL, TOTL, USMV, VUG, DON
|
13F-HR |
10/24/2016, 06:24 PM |
Q2 2016 |
29 |
$113M |
+$17.7M |
-$5.86M |
+$11.8M |
QUAL, USMV, TOTL, VUG, PHDG
|
13F-HR |
7/11/2016, 09:38 PM |
Q1 2016 |
28 |
$101M |
+$15.1M |
-$24.8M |
-$9.7M |
QUAL, USMV, TOTL, PHDG, VUG
|
13F-HR |
5/16/2016, 03:48 PM |
Q4 2015 |
54 |
$109M |
$0 |
$0 |
|
QUAL, USMV, VUG, TOTL, DES
|
13F-HR |
2/9/2016, 05:03 PM |