Q3 2024 |
138 |
$235M |
+$3.3M |
-$2.41M |
+$888K |
RSP, SPY, XOM, VTI, AAPL
|
13F-HR |
11/5/2024, 02:43 PM |
Q2 2024 |
139 |
$255M |
+$8.32M |
-$4.44M |
+$3.88M |
RSP, SCHB, SPY, XOM, VTI
|
13F-HR |
7/31/2024, 02:28 PM |
Q1 2024 |
129 |
$237M |
+$4.18M |
-$11M |
-$6.85M |
RSP, SCHB, SPY, XOM, VTI
|
13F-HR |
4/26/2024, 02:30 PM |
Q4 2023 |
133 |
$239M |
+$5.21M |
-$3.41M |
+$1.8M |
RSP, SCHB, SPY, XOM, AAPL
|
13F-HR |
1/25/2024, 03:14 PM |
Q3 2023 |
126 |
$215M |
+$6.41M |
-$5.21M |
+$1.2M |
RSP, SCHB, XOM, SPY, AAPL
|
13F-HR |
10/26/2023, 12:33 PM |
Q2 2023 |
137 |
$227M |
+$2.31M |
-$4.34M |
-$2.03M |
RSP, SCHB, SPY, XOM, AAPL
|
13F-HR |
8/7/2023, 02:29 PM |
Q1 2023 |
133 |
$219M |
+$3.22M |
-$7.97M |
-$4.75M |
RSP, SCHB, XOM, SPY, AAPL
|
13F-HR |
5/11/2023, 09:57 AM |
Q4 2022 |
134 |
$223M |
+$15.2M |
-$13.9M |
+$1.27M |
RSP, SCHB, XOM, SPY, SHY
|
13F-HR |
1/30/2023, 10:37 AM |
Q3 2022 |
129 |
$195M |
+$12.2M |
-$10.1M |
+$2.18M |
RSP, SCHB, SPY, SHY, AAPL
|
13F-HR |
10/24/2022, 11:29 AM |
Q2 2022 |
132 |
$218M |
+$7.66M |
-$7.84M |
-$176K |
RSP, SCHB, SPY, XOM, SHY
|
13F-HR |
7/12/2022, 09:56 AM |
Q1 2022 |
137 |
$244M |
+$12.6M |
-$3.5M |
+$9.1M |
RSP, SCHB, SPY, XOM, AAPL
|
13F-HR |
4/11/2022, 11:50 AM |
Q4 2021 |
134 |
$228M |
+$3.2M |
-$4.9M |
-$1.7M |
RSP, SCHB, SPY, SHY, AAPL
|
13F-HR |
1/26/2022, 09:51 AM |
Q3 2021 |
137 |
$247M |
+$6.43M |
-$3.29M |
+$3.15M |
RSP, SCHB, SPY, SHY, XOM
|
13F-HR |
11/9/2021, 10:15 AM |
Q2 2021 |
135 |
$232M |
+$9.8M |
-$5.57M |
+$4.24M |
RSP, SCHB, SPY, SHY, XOM
|
13F-HR |
7/19/2021, 01:55 PM |
Q1 2021 |
127 |
$225M |
+$9.51M |
-$4.45M |
+$5.07M |
RSP, SCHB, SPY, SHY, SCHO
|
13F-HR |
4/28/2021, 01:33 PM |
Q4 2020 |
116 |
$203M |
+$3.69M |
-$3.79M |
-$99.6K |
SCHB, RSP, SPY, SHY, SCHO
|
13F-HR |
1/20/2021, 02:28 PM |
Q3 2020 |
112 |
$184M |
+$12.1M |
-$5.43M |
+$6.71M |
SCHB, RSP, SPY, SHY, SCHO
|
13F-HR |
11/12/2020, 10:09 AM |
Q2 2020 |
103 |
$172M |
+$6.71M |
-$4.93M |
+$1.78M |
SCHB, RSP, SPY, SHY, SCHO
|
13F-HR |
7/30/2020, 05:41 PM |
Q1 2020 |
100 |
$152M |
+$6.25M |
-$3.72M |
+$2.53M |
SCHB, RSP, SHY, SCHO, SPY
|
13F-HR |
4/30/2020, 01:35 PM |
Q4 2019 |
100 |
$178M |
+$14.8M |
-$10.8M |
+$4.01M |
SCHB, RSP, SHY, SCHO, SPY
|
13F-HR |
1/28/2020, 12:26 PM |
Q3 2019 |
94 |
$163M |
+$2.83M |
-$3.77M |
-$937K |
RSP, SCHB, SHY, SPY, XOM
|
13F-HR |
10/11/2019, 12:56 PM |
Q2 2019 |
97 |
$166M |
+$5.54M |
-$3.38M |
+$2.16M |
RSP, SCHB, SHY, XOM, SPY
|
13F-HR |
7/18/2019, 12:14 PM |
Q1 2019 |
92 |
$160M |
+$16.2M |
-$9.92M |
+$6.26M |
RSP, SCHB, XOM, SHY, SPY
|
13F-HR |
4/22/2019, 12:23 PM |
Q4 2018 |
85 |
$140M |
+$8.82M |
-$11.1M |
-$2.25M |
SCHB, RSP, SHY, SCHO, XOM
|
13F-HR |
1/29/2019, 10:58 AM |
Q3 2018 |
89 |
$163M |
+$3.25M |
-$4.01M |
-$759K |
SCHB, RSP, XOM, SHY, SCHO
|
13F-HR |
10/9/2018, 12:34 PM |
Q2 2018 |
87 |
$155M |
+$17.8M |
-$17M |
+$740K |
SCHB, RSP, XOM, SHY, SCHO
|
13F-HR |
7/6/2018, 02:54 PM |
Q1 2018 |
86 |
$149M |
+$3.74M |
-$9.86M |
-$6.12M |
SCHB, RSP, SHY, XOM, SCHO
|
13F-HR |
4/18/2018, 10:25 AM |
Q4 2017 |
90 |
$160M |
+$3.91M |
-$7.73M |
-$3.82M |
RSP, SCHB, XOM, SHY, SCHO
|
13F-HR |
1/26/2018, 10:10 AM |
Q3 2017 |
88 |
$157M |
+$9.93M |
-$4.16M |
+$5.77M |
RSP, SCHB, SHY, XOM, SCHO
|
13F-HR |
10/6/2017, 01:43 PM |
Q2 2017 |
85 |
$147M |
+$5.4M |
-$3.04M |
+$2.36M |
RSP, SCHB, SHY, XOM, SCHO
|
13F-HR |
7/7/2017, 12:16 PM |
Q1 2017 |
85 |
$143M |
+$9.5M |
-$5.83M |
+$3.67M |
RSP, SCHB, SHY, XOM, SCHO
|
13F-HR |
4/24/2017, 12:15 PM |
Q4 2016 |
79 |
$137M |
+$12.4M |
-$8.01M |
+$4.39M |
RSP, XOM, SHY, SCHB, SCHO
|
13F-HR |
1/10/2017, 03:24 PM |
Q3 2016 |
80 |
$128M |
+$7.05M |
-$7.07M |
-$24.7K |
RSP, XOM, SHY, SCHB, SCHO
|
13F-HR |
10/18/2016, 02:59 PM |
Q2 2016 |
77 |
$127M |
+$9M |
-$6.57M |
+$2.42M |
XOM, RSP, SHY, SCHB, SCHO
|
13F-HR |
7/18/2016, 12:23 PM |
Q1 2016 |
74 |
$123M |
+$10M |
-$5.28M |
+$4.73M |
XOM, RSP, SHY, SCHB, SCHO
|
13F-HR |
4/15/2016, 10:39 AM |
Q4 2015 |
71 |
$117M |
+$20.6M |
-$8.46M |
+$12.2M |
XOM, RSP, SHY, SCHB, SCHO
|
13F-HR |
1/21/2016, 12:35 PM |
Q3 2015 |
66 |
$103M |
+$5.9M |
-$2.96M |
+$2.93M |
XOM, RSP, SCHB, SCHO, SHY
|
13F-HR |
10/29/2015, 11:54 AM |
Q2 2015 |
67 |
$107M |
+$11.3M |
-$2.33M |
+$8.94M |
XOM, RSP, SCHB, SCHO, SHY
|
13F-HR |
7/10/2015, 03:08 PM |
Q1 2015 |
66 |
$100M |
+$8.88M |
-$1.56M |
+$7.32M |
XOM, RSP, SCHB, SCHO, SHY
|
13F-HR |
4/21/2015, 11:19 AM |
Q4 2014 |
61 |
$113M |
+$27.5M |
-$12.7M |
+$14.9M |
COYN, XOM, RSP, SCHO, SCHB
|
13F-HR |
2/2/2015, 11:27 AM |
Q3 2014 |
57 |
$87.1M |
+$17.9M |
-$5.51M |
+$12.4M |
XOM, RSP, SCHO, SCHB, SHY
|
13F-HR |
10/20/2014, 12:13 PM |
Q2 2014 |
46 |
$76.2M |
+$5.88M |
-$6.43M |
-$550K |
XOM, SCHO, SCHB, MINT, RSP
|
13F-HR |
7/30/2014, 01:11 PM |
Q1 2014 |
45 |
$76.9M |
+$10.4M |
-$4.22M |
+$6.16M |
XOM, SCHO, SCHB, MINT, RSP
|
13F-HR |
5/9/2014, 12:22 PM |
Q4 2013 |
43 |
$71.1M |
$0 |
$0 |
|
XOM, SCHO, SCHB, MINT, SHY
|
13F-HR |
1/27/2014, 03:08 PM |