Q3 2024 |
66 |
$436M |
+$6.34M |
-$8.02M |
-$1.68M |
DFAU, GLD, BIV, VTI, DGRW
|
13F-HR |
11/6/2024, 08:51 AM |
Q2 2024 |
71 |
$418M |
+$9.34M |
-$4.35M |
+$4.99M |
BIV, DFAU, GLD, VTI, TLT
|
13F-HR |
8/2/2024, 11:11 AM |
Q1 2024 |
67 |
$395M |
+$7M |
-$3.53M |
+$3.47M |
BIV, DFAU, GLD, VTI, DGRW
|
13F-HR |
4/25/2024, 04:10 PM |
Q4 2023 |
65 |
$377M |
+$16.7M |
-$1.83M |
+$14.9M |
BIV, DFAU, GLD, TLT, DGRW
|
13F-HR |
1/31/2024, 01:57 PM |
Q3 2023 |
64 |
$337M |
+$79.6M |
-$96.7M |
-$17.1M |
BIV, GLD, DFAU, TLT, DGRW
|
13F-HR |
11/9/2023, 03:34 PM |
Q2 2023 |
61 |
$373M |
+$8.05M |
-$3.17M |
+$4.88M |
BIV, GLD, VDC, TLT, VPU
|
13F-HR |
7/14/2023, 12:12 PM |
Q1 2023 |
60 |
$370M |
+$6.8M |
-$4.41M |
+$2.39M |
BIV, GLD, VDC, TLT, VPU
|
13F-HR |
5/2/2023, 02:08 PM |
Q4 2022 |
62 |
$362M |
+$8.85M |
-$2.69M |
+$6.17M |
BIV, GLD, VDC, TLT, VPU
|
13F-HR |
2/10/2023, 02:27 PM |
Q3 2022 |
60 |
$325M |
+$32.7M |
-$45.6M |
-$12.8M |
BIV, GLD, VDC, VPU, VHT
|
13F-HR |
11/2/2022, 04:14 PM |
Q2 2022 |
57 |
$363M |
+$76.3M |
-$68M |
+$8.2M |
VTI, BIV, GLD, VDC, TLT
|
13F-HR |
7/28/2022, 03:09 PM |
Q1 2022 |
54 |
$376M |
+$1.43M |
-$1.98M |
-$546K |
VTI, BIV, GLD, TLT, CATH
|
13F-HR |
4/29/2022, 02:35 PM |
Q4 2021 |
54 |
$381M |
+$21.2M |
-$8.37M |
+$12.8M |
VTI, BIV, GLD, TLT, CATH
|
13F-HR |
2/2/2022, 01:57 PM |
Q3 2021 |
52 |
$374M |
+$5.65M |
-$5.55M |
+$98.8K |
VTI, BIV, GLD, TLT, CATH
|
13F-HR |
11/1/2021, 02:17 PM |
Q2 2021 |
54 |
$369M |
+$37.1M |
-$3.41M |
+$33.7M |
VTI, BIV, GLD, TLT, CATH
|
13F-HR |
8/3/2021, 09:26 AM |
Q1 2021 |
51 |
$331M |
+$70.4M |
-$53.6M |
+$16.8M |
VTI, GLD, BIV, TLT, CATH
|
13F-HR |
4/28/2021, 12:23 PM |
Q4 2020 |
53 |
$304M |
+$14.9M |
-$1.09M |
+$13.8M |
VTI, USMV, GLD, BIV, TLT
|
13F-HR |
2/10/2021, 12:23 PM |
Q3 2020 |
54 |
$271M |
+$46.6M |
-$17.6M |
+$29M |
GLD, USMV, VTI, BIV, TLT
|
13F-HR |
11/4/2020, 01:37 PM |
Q2 2020 |
49 |
$237M |
+$41.3M |
-$27.7M |
+$13.7M |
USMV, GLD, BIV, TLT, CATH
|
13F-HR |
8/5/2020, 09:19 AM |
Q1 2020 |
45 |
$208M |
+$69.2M |
-$130M |
-$61.3M |
GLD, USMV, BIV, VGIT, TLT
|
13F-HR |
4/23/2020, 03:48 PM |
Q4 2019 |
37 |
$275M |
+$56.5M |
-$14.6M |
+$41.9M |
SPHD, GLD, NOBL, XMLV, BIV
|
13F-HR |
1/8/2020, 10:37 AM |
Q3 2019 |
38 |
$232M |
+$13.2M |
-$5.42M |
+$7.78M |
SPHD, GLD, NOBL, ISTB, XMLV
|
13F-HR |
10/23/2019, 10:57 AM |
Q2 2019 |
38 |
$219M |
+$5.82M |
-$4M |
+$1.82M |
SPHD, GLD, NOBL, ISTB, CATH
|
13F-HR |
7/10/2019, 02:05 PM |
Q1 2019 |
37 |
$211M |
+$4.25M |
-$5.63M |
-$1.38M |
SPHD, GLD, NOBL, ISTB, CATH
|
13F-HR |
4/11/2019, 02:42 PM |
Q4 2018 |
37 |
$197M |
+$17.4M |
-$2.94M |
+$14.5M |
SPHD, GLD, NOBL, ISTB, DUK
|
13F-HR |
1/11/2019, 04:11 PM |
Q3 2018 |
38 |
$191M |
+$9.56M |
-$3.02M |
+$6.55M |
SPHD, GLD, NOBL, CATH, JNJ
|
Restatement |
10/18/2018, 10:50 AM |
Q2 2018 |
34 |
$181M |
+$55.5M |
-$42.6M |
+$12.9M |
SPHD, GLD, NOBL, ATO, CATH
|
13F-HR |
7/19/2018, 03:14 PM |
Q1 2018 |
34 |
$169M |
+$12.6M |
-$1.97M |
+$10.6M |
SPHD, GLD, NOBL, ATO, JNJ
|
13F-HR |
4/13/2018, 11:22 AM |
Q4 2017 |
37 |
$167M |
+$7.09M |
-$1.39M |
+$5.7M |
SPHD, GLD, NOBL, ATO, JNJ
|
13F-HR |
2/21/2018, 12:35 PM |
Q3 2017 |
33 |
$162M |
+$1.84M |
-$717K |
+$1.12M |
SPHD, GLD, NOBL, ATO, JNJ
|
13F-HR |
10/31/2017, 11:17 AM |
Q2 2017 |
31 |
$153M |
+$4.42M |
-$4.89M |
-$465K |
SPHD, GLD, NOBL, ATO, JNJ
|
13F-HR |
7/25/2017, 11:00 AM |
Q1 2017 |
32 |
$153M |
+$5.59M |
-$9.06M |
-$3.47M |
SPHD, GLD, NOBL, ATO, JNJ
|
13F-HR |
5/12/2017, 12:32 PM |
Q4 2016 |
114 |
$152M |
$0 |
$0 |
|
SPHD, GLD, NOBL, XOM, ATO
|
13F-HR |
2/13/2017, 02:20 PM |