Q3 2024 |
169 |
$357M |
+$34.3M |
-$36.1M |
-$1.81M |
GLPI, VUG, VEA, VTV, SGOV
|
13F-HR |
10/30/2024, 12:45 PM |
Q2 2024 |
161 |
$338M |
+$25.8M |
-$16.2M |
+$9.55M |
GLPI, VUG, VEA, VTV, SGOV
|
13F-HR |
8/5/2024, 04:18 PM |
Q1 2024 |
145 |
$329M |
+$21.5M |
-$20M |
+$1.53M |
GLPI, VUG, VEA, VTV, SGOV
|
13F-HR |
5/1/2024, 03:44 PM |
Q4 2023 |
139 |
$316M |
+$34.5M |
-$73.9M |
-$39.4M |
GLPI, VUG, VEA, SGOV, VTV
|
13F-HR |
2/9/2024, 12:07 PM |
Q3 2023 |
134 |
$331M |
+$62M |
-$61.5M |
+$513K |
GLPI, SGOV, VUG, VEA, VTV
|
13F-HR |
10/18/2023, 12:06 PM |
Q2 2023 |
128 |
$344M |
+$54.4M |
-$45.1M |
+$9.24M |
GLPI, VUG, VEA, VTV, SGOV
|
13F-HR |
8/8/2023, 01:33 PM |
Q1 2023 |
124 |
$335M |
+$74.5M |
-$39.2M |
+$35.3M |
GLPI, SGOV, VEA, VUG, VTV
|
13F-HR |
5/9/2023, 01:17 PM |
Q4 2022 |
117 |
$292M |
+$34.4M |
-$36.1M |
-$1.62M |
GLPI, VEA, VTV, VUG, BNDX
|
13F-HR |
1/25/2023, 12:01 PM |
Q3 2022 |
104 |
$266M |
+$32.1M |
-$165M |
-$133M |
GLPI, VEA, XLK, VUG, VTV
|
13F-HR |
11/7/2022, 04:04 PM |
Q2 2022 |
113 |
$411M |
+$43.5M |
-$46.7M |
-$3.21M |
GLPI, XLK, SHY, VEA, BSV
|
13F-HR |
7/27/2022, 02:44 PM |
Q1 2022 |
112 |
$464M |
+$29.4M |
-$57.5M |
-$28.1M |
GLPI, XLK, VUG, IEFA, BSV
|
Restatement |
5/13/2022, 09:27 AM |
Q4 2021 |
125 |
$516M |
+$27.5M |
-$16.2M |
+$11.3M |
GLPI, XLK, VUG, IEFA, HYG
|
13F-HR |
1/25/2022, 03:20 PM |
Q3 2021 |
127 |
$483M |
+$37.3M |
-$37.6M |
-$233K |
GLPI, XLK, VUG, BSV, HYG
|
13F-HR |
11/19/2021, 10:11 AM |
Q2 2021 |
132 |
$487M |
+$49M |
-$40M |
+$8.96M |
GLPI, ANGL, XLK, VUG, HYG
|
13F-HR |
8/10/2021, 12:38 PM |
Q1 2021 |
129 |
$456M |
+$43.4M |
-$69.3M |
-$25.9M |
GLPI, XLK, VUG, HYG, IEFA
|
13F-HR |
4/16/2021, 03:49 PM |
Q4 2020 |
118 |
$472M |
+$159M |
-$46.4M |
+$112M |
GLPI, ANGL, XLK, HYG, VUG
|
13F-HR |
2/9/2021, 09:23 AM |
Q3 2020 |
104 |
$323M |
+$110M |
-$168M |
-$57.6M |
GLPI, XLK, VUG, XLV, IEFA
|
13F-HR |
11/16/2020, 08:09 PM |
Q2 2020 |
107 |
$345M |
+$164M |
-$18.6M |
+$145M |
GLPI, XLK, JNK, HYLS, ITOT
|
13F-HR |
7/21/2020, 10:15 AM |
Q1 2020 |
78 |
$157M |
+$14.7M |
-$294M |
-$279M |
GLPI, ITOT, PENN, IEFA, IEMG
|
13F-HR |
4/22/2020, 11:16 AM |
Q4 2019 |
110 |
$507M |
+$121M |
-$43.2M |
+$78.2M |
GLPI, XLK, HYG, ITOT, PENN
|
13F-HR |
1/16/2020, 02:36 PM |
Q3 2019 |
87 |
$395M |
+$17.6M |
-$1.02B |
-$1.01B |
GLPI, XLK, ITOT, XLV, TLT
|
13F-HR |
11/7/2019, 11:44 AM |
Q2 2019 |
133 |
$1.4B |
+$474M |
-$105M |
+$369M |
JNK, HYG, GLPI, XLK, ITOT
|
13F-HR |
8/15/2019, 02:52 PM |
Q1 2019 |
125 |
$936M |
$0 |
$0 |
|
GLPI, XLK, XLV, ITOT, JNK
|
13F-HR |
7/2/2019, 10:58 AM |
Q3 2017 |
19 |
$43.7M |
+$30.7M |
-$210M |
-$180M |
JNK, HYG, CWB, HYD, ITM
|
13F-HR |
11/15/2017, 11:34 AM |
Q2 2017 |
25 |
$229M |
+$180M |
-$753M |
-$573M |
XLF, CWB, PCY, ITM, XLK
|
13F-HR |
8/11/2017, 04:08 PM |
Q1 2017 |
133 |
$798M |
+$75.8M |
-$142M |
-$66.6M |
HYG, JNK, SJNK, CWB, HYEM
|
13F-HR |
5/10/2017, 01:12 PM |
Q4 2016 |
126 |
$847M |
+$258M |
-$473M |
-$215M |
HYG, JNK, HYS, SJNK, HYEM
|
13F-HR |
2/21/2017, 12:01 PM |
Q3 2016 |
50 |
$1.07B |
+$360M |
-$477M |
-$117M |
SHY, JNK, HYG, SJNK, HYEM
|
13F-HR |
11/10/2016, 02:48 PM |
Q2 2016 |
123 |
$1.15B |
+$431M |
-$404M |
+$27.8M |
JNK, HYG, HYS, SJNK, HYEM
|
13F-HR |
8/2/2016, 01:32 PM |
Q1 2016 |
73 |
$1.1B |
+$508M |
-$477M |
+$31.2M |
JNK, HYG, SHY, HYD, EMB
|
13F-HR |
5/12/2016, 04:45 PM |
Q4 2015 |
92 |
$1.05B |
+$1.01B |
-$13.8M |
+$1B |
SHY, HYG, HYD, HYMB, ITM
|
13F-HR |
2/16/2016, 02:15 PM |
Q3 2015 |
34 |
$50M |
+$15.1M |
-$17.7M |
-$2.59M |
GLPI, ITM, MUB, MBB, PENN
|
13F-HR |
11/17/2015, 09:49 AM |
Q2 2015 |
35 |
$53.8M |
+$15.8M |
-$95.4M |
-$79.5M |
GLPI, CWB, SJNK, HYEM, PENN
|
13F-HR |
8/14/2015, 03:27 PM |
Q1 2015 |
45 |
$140M |
+$9.75M |
-$13.9M |
-$4.18M |
JNK, HYG, GLPI, HYD, BOND
|
13F-HR |
4/23/2015, 01:48 PM |
Q4 2014 |
42 |
$139M |
+$110M |
-$1.95M |
+$108M |
JNK, HYG, HYD, GLPI, HYMB
|
13F-HR |
2/13/2015, 04:27 PM |
Q3 2014 |
24 |
$30.1M |
+$6.73M |
-$33.1M |
-$26.4M |
GLPI, ENV, PENN, TWM, SPY
|
Restatement |
11/5/2014, 04:29 PM |
Q2 2014 |
34 |
$58.9M |
+$18.6M |
-$182M |
-$163M |
GLPI, HYG, JNK, ENV, CWB
|
13F-HR |
7/17/2014, 09:08 AM |
Q1 2014 |
32 |
$220M |
+$39.2M |
-$43.4M |
-$4.18M |
JNK, HYG, HYMB, CWB, HYD
|
13F-HR |
4/29/2014, 12:37 PM |
Q4 2013 |
23 |
$222M |
$0 |
$0 |
|
JNK, HYG, HYS, SJNK, CWB
|
13F-HR |
1/23/2014, 01:24 PM |