Q4 2016 |
404 |
$315M |
+$106M |
-$170M |
-$63.6M |
BNCN, SPY, BIV, CMCSA, VO
|
13F-HR |
2/28/2017, 10:21 AM |
Q3 2016 |
425 |
$376M |
+$8.08M |
-$8.76M |
-$680K |
HPTB, SPY, CMCSA, USMV, EFAV
|
13F-HR |
10/31/2016, 10:12 AM |
Q2 2016 |
406 |
$368M |
+$9.93M |
-$32.4M |
-$22.5M |
HPTB, SPY, CMCSA, USMV, EFAV
|
13F-HR |
7/22/2016, 05:44 PM |
Q1 2016 |
418 |
$385M |
+$12.3M |
-$18.4M |
-$6.06M |
HPTB, SPY, USMV, CMCSA, IJH
|
13F-HR |
4/19/2016, 11:15 AM |
Q4 2015 |
387 |
$389M |
+$28.4M |
-$31.7M |
-$3.26M |
HPTB, SPY, IWM, IJH, CMCSA
|
13F-HR |
1/21/2016, 05:04 PM |
Q3 2015 |
413 |
$351M |
+$62.3M |
-$21.9M |
+$40.4M |
HPTB, SPY, USMV, CMCSA, IJH
|
13F-HR |
11/16/2015, 05:36 PM |
Q2 2015 |
388 |
$338M |
+$11.8M |
-$15.3M |
-$3.58M |
HPTB, SPY, CMCSA, IJH, HEDJ
|
13F-HR |
7/27/2015, 02:36 PM |
Q1 2015 |
403 |
$343M |
+$58.5M |
-$17.5M |
+$41M |
HPTB, SPY, IJH, CMCSA, HEDJ
|
Restatement |
5/1/2015, 02:08 PM |
Q4 2014 |
426 |
$296M |
+$32.6M |
-$43.1M |
-$10.5M |
SPY, HPTB, IJH, CMCSA, IWM
|
13F-HR |
2/13/2015, 04:07 PM |
Q3 2014 |
406 |
$301M |
+$17.1M |
-$18.1M |
-$1.09M |
HPTB, SPY, USMV, CMCSA, IJH
|
13F-HR |
10/27/2014, 05:11 PM |
Q2 2014 |
401 |
$307M |
+$9.57M |
-$13.1M |
-$3.53M |
SPY, HPTB, EZU, USMV, CMCSA
|
13F-HR |
8/4/2014, 10:21 AM |
Q1 2014 |
400 |
$307M |
+$8.93M |
-$12.3M |
-$3.41M |
HPTB, SPY, EZU, USMV, VEA
|
13F-HR |
4/22/2014, 01:23 PM |
Q4 2013 |
409 |
$302M |
$0 |
$0 |
|
SPY, HPTB, EZU, USMV, CMCSA
|
13F-HR |
1/24/2014, 01:33 PM |