Q1 2024 |
26 |
$992M |
+$60.3M |
-$324M |
-$263M |
IEF, SPY, SCHP, SHY, BBJP
|
13F-HR |
5/13/2024, 12:18 PM |
Q4 2023 |
29 |
$1.22B |
+$402M |
-$151M |
+$252M |
IEF, SHY, BBJP, SPY, BWX
|
13F-HR |
2/9/2024, 06:38 PM |
Q3 2023 |
24 |
$920M |
+$182M |
-$194M |
-$11.4M |
IEF, SHY, SPY, EMLP, BWX
|
13F-HR |
11/13/2023, 01:52 PM |
Q2 2023 |
22 |
$957M |
+$174M |
-$31.8M |
+$142M |
BBJP, SHY, SPY, EMLP, BWX
|
13F-HR |
8/11/2023, 04:48 PM |
Q1 2023 |
21 |
$814M |
+$242M |
-$68.7M |
+$173M |
SHY, SPY, EMLP, BWX, GLD
|
13F-HR |
5/12/2023, 04:53 PM |
Q4 2022 |
23 |
$619M |
+$61.3M |
-$174M |
-$112M |
SPY, SHY, EMLP, GLD, VT
|
13F-HR |
2/14/2023, 09:25 AM |
Q3 2022 |
23 |
$693M |
+$48.1M |
-$87.6M |
-$39.5M |
EMLP, SHY, SPY, GLD, NULV
|
13F-HR |
11/14/2022, 08:38 AM |
Q2 2022 |
28 |
$772M |
+$242M |
-$34M |
+$208M |
EMLP, SPY, GLD, SHY, TIP
|
13F-HR |
8/4/2022, 06:14 PM |
Q1 2022 |
28 |
$627M |
+$158M |
-$52.3M |
+$106M |
SPY, SHY, VT, BWX, GLD
|
13F-HR |
5/6/2022, 07:59 PM |
Q4 2021 |
29 |
$540M |
+$71.7M |
-$209M |
-$137M |
BWX, SHY, VT, SPY, TIP
|
13F-HR |
2/7/2022, 08:13 PM |
Q3 2021 |
28 |
$656M |
+$213M |
-$80.8M |
+$132M |
SPY, VT, GUNR, BWX, TIP
|
13F-HR |
10/29/2021, 05:18 PM |
Q2 2021 |
30 |
$529M |
+$123M |
-$42.8M |
+$79.7M |
SPY, BWX, VTV, VT, TIP
|
13F-HR |
8/9/2021, 09:52 PM |
Q1 2021 |
29 |
$433M |
+$93.9M |
-$91.4M |
+$2.49M |
SPY, BWX, VT, TIP, SHY
|
13F-HR |
5/13/2021, 12:02 PM |
Q4 2020 |
26 |
$429M |
+$46.9M |
-$85.2M |
-$38.3M |
BWX, SPY, VT, GLD, TIP
|
13F-HR |
2/16/2021, 04:24 PM |
Q3 2020 |
28 |
$443M |
+$90M |
-$120M |
-$30.4M |
BWX, TIP, GLD, SPY, VT
|
Restatement |
2/16/2021, 04:25 PM |
Q2 2020 |
31 |
$456M |
+$207M |
-$39.7M |
+$167M |
SHY, TIP, SPY, GLD, VT
|
Restatement |
2/16/2021, 04:25 PM |
Q1 2020 |
23 |
$253M |
+$83.6M |
-$129M |
-$45M |
SPY, VT, TIP, ACWI, VOO
|
Restatement |
2/16/2021, 04:25 PM |
Q4 2019 |
23 |
$342M |
+$97.2M |
-$80.1M |
+$17.1M |
SPY, VT, GUNR, VTIP, ACWI
|
Restatement |
2/16/2021, 04:25 PM |
Q3 2019 |
22 |
$311M |
+$39M |
-$2.03B |
-$2B |
IGSB, VT, GUNR, VTIP, SPY
|
Restatement |
2/16/2021, 04:25 PM |
Q2 2019 |
220 |
$2.3B |
+$648M |
-$452M |
+$196M |
SPY, ACWI, IWD, GUNR, VTIP
|
13F-HR |
7/22/2019, 05:09 PM |
Q1 2019 |
196 |
$2.08B |
+$880M |
-$513M |
+$367M |
VTIP, SPY, IWD, ACWI, GUNR
|
13F-HR |
5/3/2019, 05:56 PM |
Q4 2018 |
189 |
$1.53B |
+$524M |
-$790M |
-$266M |
SPY, GUNR, VTIP, WMB, ET
|
13F-HR |
1/29/2019, 11:06 AM |
Q3 2018 |
181 |
$2.17B |
+$732M |
-$838M |
-$105M |
ACWI, SPY, VTIP, GUNR, WFTIQ
|
13F-HR |
10/31/2018, 04:27 PM |
Q2 2018 |
188 |
$2.26B |
+$821M |
-$949M |
-$127M |
WFTIQ, DVN, LNG, EPD, TIP
|
13F-HR |
7/24/2018, 05:13 PM |
Q1 2018 |
216 |
$2.23B |
+$1.42B |
-$223M |
+$1.2B |
IWD, TIP, ACWI, WFTIQ, EOG
|
13F-HR |
5/15/2018, 04:07 PM |
Q4 2017 |
128 |
$1.05B |
+$327M |
-$263M |
+$63.9M |
IWD, TIP, ACWI, EFA, SPY
|
13F-HR |
2/14/2018, 04:01 PM |
Q3 2017 |
145 |
$952M |
+$366M |
-$249M |
+$117M |
IWD, TIP, AMJ, ACWI, AABA
|
13F-HR |
11/14/2017, 04:26 PM |
Q2 2017 |
155 |
$796M |
+$418M |
-$236M |
+$182M |
TIP, ACWI, VNQI, SPY, EFA
|
13F-HR |
8/14/2017, 04:28 PM |
Q1 2017 |
137 |
$609M |
+$268M |
-$69M |
+$199M |
IWD, TIP, ACWI, SPY, EFA
|
13F-HR |
5/15/2017, 04:13 PM |
Q4 2016 |
97 |
$396M |
+$164M |
-$112M |
+$51.9M |
IWD, ACWI, TIP, SPY, EFA
|
13F-HR |
2/14/2017, 05:06 PM |
Q3 2016 |
77 |
$340M |
+$160M |
-$22.8M |
+$137M |
ACWI, IWD, XLE, EFA, TIP
|
13F-HR |
11/14/2016, 04:42 PM |
Q2 2016 |
48 |
$197M |
+$60.3M |
-$99.7M |
-$39.4M |
ACWI, EFA, IWD, SPY, TIP
|
13F-HR |
8/15/2016, 04:57 PM |
Q1 2016 |
54 |
$235M |
+$47.8M |
-$107M |
-$59.2M |
ACWI, TIP, EFA, SPY, GDX
|
13F-HR |
5/16/2016, 04:05 PM |
Q4 2015 |
58 |
$290M |
+$76.9M |
-$23.2M |
+$53.7M |
ACWI, EFA, SPY, XLE, TIP
|
13F-HR |
2/16/2016, 04:05 PM |
Q3 2015 |
43 |
$232M |
+$26.7M |
-$79.6M |
-$52.9M |
ACWI, EFA, SPY, IWD, EEM
|
13F-HR |
11/16/2015, 04:15 PM |
Q2 2015 |
57 |
$306M |
+$236M |
-$30.7M |
+$206M |
ACWI, EFA, SPY, VNQI, VNQ
|
13F-HR |
8/14/2015, 04:00 PM |
Q1 2015 |
46 |
$98.7M |
+$31.7M |
-$455M |
-$423M |
DFE, RWX, TIP, A309PS, BHI
|
13F-HR |
5/15/2015, 04:10 PM |
Q4 2014 |
77 |
$519M |
+$235M |
-$484M |
-$249M |
ACWI, EFA, A309PS, CFN, AGN
|
13F-HR |
2/17/2015, 04:00 PM |
Q3 2014 |
123 |
$758M |
+$299M |
-$530M |
-$231M |
ACWI, A309PS, 4945SC, EFA, DHR
|
13F-HR |
11/14/2014, 04:00 PM |
Q2 2014 |
123 |
$1.02B |
+$718M |
-$279M |
+$440M |
TIP, ACWI, EFA, CIM, SPY
|
13F-HR |
8/14/2014, 04:31 PM |
Q1 2014 |
84 |
$554M |
+$286M |
-$529M |
-$243M |
CIM, FRX, SWFT, LYB, LNG
|
Restatement |
5/22/2014, 04:13 PM |
Q4 2013 |
92 |
$806M |
$0 |
$0 |
|
EFA, CIM, IWF, GM, LNG
|
13F-HR |
2/14/2014, 04:00 PM |