Q3 2023 |
27 |
$28.6M |
+$17.6M |
-$59M |
-$41.4M |
SCHD, SCHZ, IJH, IWD, SPY
|
13F-HR |
11/8/2023, 02:51 PM |
Q2 2023 |
37 |
$71.6M |
+$24.9M |
-$9.48M |
+$15.4M |
SCHG, SCHX, SCHA, IJH, SCHZ
|
13F-HR |
8/3/2023, 03:03 PM |
Q1 2023 |
32 |
$51.3M |
+$24M |
-$41.9M |
-$17.9M |
SCHG, SCHX, SCHZ, VCSH, SCHM
|
13F-HR |
5/9/2023, 01:01 PM |
Q4 2022 |
42 |
$68.2M |
+$49.8M |
-$18.2M |
+$31.5M |
SCHD, SCHX, SCHF, JNK, LQD
|
13F-HR |
2/2/2023, 02:13 PM |
Q3 2022 |
22 |
$35M |
+$23.3M |
-$5.4M |
+$17.9M |
SCHM, SCHV, SCHX, SCHZ, VCSH
|
13F-HR |
11/8/2022, 03:50 PM |
Q2 2022 |
26 |
$17.2M |
+$3.61M |
-$48.9M |
-$45.3M |
SCHZ, VCSH, LQD, CWB, SCHM
|
13F-HR |
7/27/2022, 02:28 PM |
Q1 2022 |
43 |
$71.8M |
+$31.3M |
-$43.3M |
-$11.9M |
SCHG, SCHM, SCHV, SCHF, LQD
|
13F-HR |
5/3/2022, 04:29 PM |
Q4 2021 |
51 |
$99.7M |
+$14.1M |
-$38.7M |
-$24.7M |
SCHG, SCHV, SCHX, JNK, PGX
|
13F-HR |
2/9/2022, 12:04 PM |
Q3 2021 |
42 |
$116M |
+$10.6M |
-$23.2M |
-$12.5M |
SCHG, SCHX, SCHV, SCHA, SCHF
|
13F-HR |
11/15/2021, 05:20 PM |
Q2 2021 |
51 |
$130M |
+$60M |
-$10.5M |
+$49.5M |
SCHG, SCHV, SCHX, SCHF, SCHE
|
13F-HR |
8/5/2021, 12:54 PM |
Q1 2021 |
43 |
$76.5M |
+$12.7M |
-$43.9M |
-$31.2M |
SCHV, SCHX, SCHA, PGX, VCSH
|
13F-HR |
5/7/2021, 03:40 PM |
Q4 2020 |
33 |
$102M |
+$35.6M |
-$4.6M |
+$31M |
SCHG, SCHX, SCHV, SCHA, SCHF
|
13F-HR |
2/5/2021, 04:29 PM |
Q3 2020 |
29 |
$63.9M |
+$3.88M |
-$28.7M |
-$24.8M |
SCHG, SCHX, SCHF, CWB, PGX
|
13F-HR |
11/2/2020, 01:43 PM |
Q2 2020 |
30 |
$83.1M |
+$60.3M |
-$900K |
+$59.4M |
SCHG, SCHX, SCHV, SCHA, SCHF
|
13F-HR |
7/29/2020, 01:25 PM |
Q1 2020 |
15 |
$19.8M |
+$485K |
-$48.6M |
-$48.1M |
SCHG, SCHX, SCHZ, JNK, SPY
|
13F-HR |
5/6/2020, 10:11 AM |
Q4 2019 |
33 |
$78.8M |
+$8.03M |
-$21.2M |
-$13.1M |
SCHG, SCHV, SCHX, SCHA, SCHF
|
13F-HR |
1/22/2020, 01:56 PM |
Q3 2019 |
29 |
$86.1M |
+$8.41M |
-$12.6M |
-$4.21M |
SCHG, SCHX, SCHV, SCHF, SCHA
|
13F-HR |
10/16/2019, 12:54 PM |
Q2 2019 |
29 |
$89.6M |
+$3.55M |
-$20.6M |
-$17.1M |
SCHG, SCHX, SCHV, SCHF, CWB
|
13F-HR |
8/7/2019, 10:39 AM |
Q1 2019 |
32 |
$104M |
+$104M |
$0 |
+$104M |
SCHG, SCHX, SCHV, SCHF, SCHA
|
13F-HR |
4/26/2019, 03:30 PM |
Q4 2018 |
0 |
$0 |
$0 |
-$94.4M |
-$94.4M |
|
13F-HR |
2/14/2019, 09:57 AM |
Q3 2018 |
30 |
$94.4M |
+$17.8M |
-$3M |
+$14.8M |
SCHG, SPY, SCHV, SCHA, IWD
|
13F-HR |
11/13/2018, 01:17 PM |
Q2 2018 |
26 |
$76.1M |
+$21.5M |
-$34.3M |
-$12.7M |
SCHG, SPY, SCHA, CWB, PGX
|
13F-HR |
8/1/2018, 11:56 AM |
Q1 2018 |
29 |
$87M |
+$6.71M |
-$19.4M |
-$12.7M |
SPY, SCHV, SCHH, SCHA, QQQ
|
13F-HR |
5/2/2018, 01:44 PM |
Q4 2017 |
36 |
$101M |
+$6.51M |
-$1.5M |
+$5.01M |
SPY, SCHF, SCHV, SCHA, QQQ
|
13F-HR |
1/22/2018, 12:22 PM |
Q3 2017 |
32 |
$93.1M |
+$1.67M |
-$196K |
+$1.47M |
SPY, SCHF, SCHV, SCHH, QQQ
|
13F-HR |
11/3/2017, 12:43 PM |
Q2 2017 |
30 |
$88.5M |
+$1.87M |
-$2.21M |
-$341K |
SPY, SCHF, SCHV, SCHH, SCHA
|
13F-HR |
8/2/2017, 10:05 AM |
Q1 2017 |
33 |
$86.6M |
+$12.6M |
-$5.11M |
+$7.53M |
SPY, SCHF, SCHV, SCHH, SCHA
|
13F-HR |
5/4/2017, 11:58 AM |
Q4 2016 |
28 |
$75.7M |
+$19M |
-$27.4M |
-$8.35M |
SPY, SCHV, SCHF, SCHH, SCHA
|
13F-HR |
2/1/2017, 12:45 PM |
Q3 2016 |
29 |
$82.9M |
+$29.8M |
-$9.07M |
+$20.8M |
SPY, IWD, SCHF, QQQ, SCHE
|
13F-HR |
11/9/2016, 01:10 PM |
Q2 2016 |
22 |
$60M |
+$12.7M |
-$38.7M |
-$26M |
SPY, IWD, QQQ, IYR, IWM
|
13F-HR |
8/10/2016, 01:48 PM |
Q1 2016 |
19 |
$84.2M |
+$32.9M |
-$25.8M |
+$7.07M |
SPY, IWD, QQQ, ACWX, IYR
|
13F-HR |
5/4/2016, 02:02 PM |
Q4 2015 |
16 |
$76.8M |
+$48.5M |
-$7.1M |
+$41.4M |
QQQ, SPY, IWD, IYR, ACWI
|
13F-HR |
2/9/2016, 10:50 AM |
Q3 2015 |
16 |
$34.2M |
+$17M |
-$67.1M |
-$50.1M |
IYR, SPY, IWD, ACWI, DXD
|
13F-HR |
11/10/2015, 02:33 PM |
Q2 2015 |
25 |
$87.9M |
+$3.68M |
-$9.6M |
-$5.92M |
QQQ, SPY, IWD, ACWI, IWM
|
13F-HR |
8/5/2015, 01:08 PM |
Q1 2015 |
24 |
$94M |
+$13.1M |
-$3.32M |
+$9.81M |
QQQ, SPY, IWD, ACWI, IWM
|
13F-HR |
5/6/2015, 02:56 PM |
Q4 2014 |
21 |
$82.6M |
+$18.8M |
-$17.7M |
+$1.17M |
QQQ, IYR, IWD, SPY, ACWI
|
13F-HR |
2/10/2015, 10:17 AM |
Q3 2014 |
25 |
$68.7M |
+$2.21M |
-$11.3M |
-$9.13M |
SPY, QQQ, IYR, VWO, IJH
|
13F-HR |
11/4/2014, 11:33 AM |
Q2 2014 |
26 |
$90.1M |
+$9.69M |
-$4.69M |
+$5M |
IWD, SPY, ACWI, IYR, QQQ
|
13F-HR |
8/6/2014, 11:20 AM |
Q1 2014 |
25 |
$81.5M |
+$7.56M |
-$3.42M |
+$4.14M |
QQQ, IWD, SPY, ACWI, IYR
|
13F-HR |
5/13/2014, 03:39 PM |
Q4 2013 |
16 |
$75.8M |
$0 |
$0 |
|
QQQ, IWD, SPY, ACWI, IYR
|
13F-HR |
2/5/2014, 10:30 AM |