| Q1 2019 |
84 |
$94.5M |
+$54.2M |
-$295M |
-$240M |
VOO, SHYG, SPLV, JPST, MLPX
|
13F-HR |
4/16/2019, 01:06 PM |
| Q4 2018 |
69 |
$106M |
$0 |
$0 |
|
JPST, MINT, GSY, XLP, VHT
|
New Holdings |
2/7/2019, 04:59 PM |
| Q4 2018 |
173 |
$330M |
$0 |
$0 |
|
JPST, SCHX, MINT, NOBL, BSJK
|
13F-HR |
2/7/2019, 01:20 PM |
| Q3 2018 |
93 |
$130M |
+$85.1M |
-$81.8M |
+$3.37M |
VOO, IVV, JPST, SJNK, XLP
|
13F-HR |
10/23/2018, 11:05 AM |
| Q2 2018 |
82 |
$125M |
+$75.9M |
-$84.1M |
-$8.19M |
SHV, MINT, GSY, XLE, IEI
|
13F-HR |
7/25/2018, 09:12 AM |
| Q1 2018 |
88 |
$132M |
+$38.5M |
-$55.3M |
-$16.8M |
VOO, IEI, MINT, CWB, IVV
|
13F-HR |
5/3/2018, 09:36 AM |
| Q4 2017 |
94 |
$150M |
+$60.6M |
-$58.8M |
+$1.72M |
VOO, CWB, VEA, JNK, IVV
|
13F-HR |
2/8/2018, 03:12 PM |
| Q3 2017 |
88 |
$146M |
+$38.8M |
-$47.1M |
-$8.32M |
SJNK, IEF, VOO, JNK, VEA
|
13F-HR |
11/14/2017, 12:38 PM |
| Q2 2017 |
87 |
$151M |
+$69M |
-$9.41M |
+$59.6M |
SJNK, VOO, JNK, IVV, VEA
|
13F-HR |
8/10/2017, 09:39 AM |
| Q1 2017 |
79 |
$89.7M |
+$14M |
-$82.1M |
-$68.1M |
VOO, IVV, JNK, VEA, IEF
|
13F-HR |
5/11/2017, 03:24 PM |
| Q4 2016 |
99 |
$153M |
+$49M |
-$19.2M |
+$29.8M |
JNK, VOO, HYG, ANGL, IVV
|
13F-HR |
2/13/2017, 09:45 AM |
| Q3 2016 |
81 |
$122M |
+$44.1M |
-$42.1M |
+$2.07M |
JNK, VOO, HYG, AMLP, ANGL
|
13F-HR |
11/14/2016, 07:37 AM |
| Q2 2016 |
81 |
$118M |
+$28.7M |
-$53.7M |
-$25.1M |
IEF, HYG, JNK, IJH, IWM
|
13F-HR |
8/11/2016, 12:00 PM |
| Q1 2016 |
81 |
$138M |
+$80.2M |
-$29.9M |
+$50.3M |
HYG, JNK, VOO, PGX, IJH
|
13F-HR |
5/13/2016, 10:38 AM |
| Q4 2015 |
73 |
$87.4M |
+$42.9M |
-$64.1M |
-$21.2M |
SPY, IVV, PGX, AMLP, SHY
|
13F-HR |
2/11/2016, 05:25 PM |
| Q3 2015 |
60 |
$108M |
+$57.9M |
-$60.7M |
-$2.87M |
GSY, SHY, TOTL, PGX, XLU
|
13F-HR |
10/27/2015, 10:50 AM |
| Q2 2015 |
74 |
$113M |
+$26.3M |
-$74M |
-$47.7M |
IWM, IJH, SPY, PGX, MINT
|
13F-HR |
8/11/2015, 02:22 PM |
| Q1 2015 |
78 |
$163M |
+$43.1M |
-$54.3M |
-$11.2M |
SPY, IWM, PGX, IVV, SJNK
|
13F-HR |
5/13/2015, 08:12 AM |
| Q4 2014 |
71 |
$171M |
+$40.7M |
-$67.5M |
-$26.8M |
SPY, IEF, IVV, IWM, IJH
|
13F-HR |
2/12/2015, 02:19 PM |
| Q3 2014 |
65 |
$191M |
+$43.1M |
-$220M |
-$177M |
IJH, SPY, IVV, IWM, VOO
|
13F-HR |
11/4/2014, 02:41 PM |
| Q2 2014 |
80 |
$377M |
+$151M |
-$132M |
+$18.8M |
HYS, SJNK, VOO, HYLD, JNK
|
Restatement |
7/29/2014, 11:42 AM |
| Q1 2014 |
67 |
$342M |
+$152M |
-$245M |
-$93.2M |
BND, HYS, SJNK, IVV, IWM
|
13F-HR |
5/13/2014, 09:00 AM |
| Q4 2013 |
74 |
$445M |
$0 |
$0 |
|
SJNK, HYS, IVV, IJH, CWB
|
13F-HR |
2/18/2014, 06:44 AM |