Q1 2024 |
91 |
$567M |
+$42M |
-$11.7M |
+$30.3M |
VOO, DBEF, SPY, SPDW, IJH
|
13F-HR |
5/10/2024, 11:53 AM |
Q4 2023 |
87 |
$527M |
+$6.98M |
-$13.3M |
-$6.29M |
VOO, SPY, DBEF, SPDW, IJH
|
13F-HR |
2/13/2024, 11:32 AM |
Q3 2023 |
81 |
$486M |
+$25.9M |
-$26.1M |
-$152K |
VOO, DBEF, SPY, SPDW, IJH
|
13F-HR |
12/7/2023, 04:29 PM |
Q2 2023 |
90 |
$506M |
+$5.92M |
-$19.4M |
-$13.5M |
VOO, SPY, DBEF, SPDW, IJH
|
13F-HR |
8/8/2023, 06:25 PM |
Q1 2023 |
88 |
$495M |
+$9.52M |
-$16.4M |
-$6.86M |
VOO, DBEF, SPY, SPDW, DIA
|
13F-HR |
5/11/2023, 01:49 PM |
Q4 2022 |
87 |
$471M |
+$26.3M |
-$22.3M |
+$3.91M |
VOO, DBEF, SPY, SPDW, DIA
|
13F-HR |
2/9/2023, 01:24 PM |
Q3 2022 |
91 |
$444M |
+$21.4M |
-$22M |
-$663K |
VOO, DBEF, SPY, SPDW, DIA
|
13F-HR |
11/14/2022, 11:50 AM |
Q2 2022 |
88 |
$471M |
+$70.8M |
-$45.6M |
+$25.3M |
VOO, DBEF, SPY, SPDW, DIA
|
13F-HR |
8/10/2022, 11:20 AM |
Q1 2022 |
97 |
$515M |
+$38.2M |
-$9.16M |
+$29.1M |
DBEF, VOO, SPY, SPDW, RPV
|
13F-HR |
5/12/2022, 09:42 AM |
Q4 2021 |
95 |
$507M |
+$37.5M |
-$11.2M |
+$26.3M |
SPY, DBEF, VOO, PULS, DIA
|
13F-HR |
2/14/2022, 02:08 PM |
Q3 2021 |
92 |
$452M |
+$41.6M |
-$5.4M |
+$36.2M |
SPY, VOO, DBEF, PULS, DIA
|
13F-HR |
11/9/2021, 09:23 AM |
Q2 2021 |
91 |
$418M |
+$15.8M |
-$10.7M |
+$5.03M |
SPY, VOO, DBEF, DIA, RPV
|
13F-HR |
8/10/2021, 11:27 AM |
Q1 2021 |
83 |
$391M |
+$8.24M |
-$27.3M |
-$19.1M |
SPY, VOO, DBEF, DIA, RPV
|
13F-HR |
5/14/2021, 04:22 PM |
Q4 2020 |
85 |
$310M |
+$42.8M |
-$11M |
+$31.8M |
SPY, DBEF, DIA, RPV, MDY
|
13F-HR |
2/12/2021, 12:22 PM |
Q3 2020 |
75 |
$310M |
+$23.1M |
-$18.4M |
+$4.67M |
SPY, VOO, DIA, DBEF, MDY
|
13F-HR |
11/12/2020, 11:16 AM |
Q2 2020 |
68 |
$291M |
+$14.3M |
-$74.2M |
-$60M |
SPY, VOO, DIA, MDY, DBEF
|
13F-HR |
8/12/2020, 06:11 PM |
Q1 2020 |
65 |
$307M |
+$27.7M |
-$32.2M |
-$4.55M |
SPY, DBEF, VOO, SCHO, DIA
|
13F-HR |
5/13/2020, 01:18 PM |
Q4 2019 |
77 |
$381M |
+$45.9M |
-$44.6M |
+$1.26M |
SPY, DBEF, SCHO, VOO, DIA
|
13F-HR |
2/3/2020, 02:58 PM |
Q3 2019 |
72 |
$361M |
+$50.7M |
-$68.8M |
-$18.1M |
SPY, DBEF, SCHO, MDY, DIA
|
13F-HR |
11/12/2019, 10:01 AM |
Q2 2019 |
72 |
$378M |
+$13.3M |
-$10.6M |
+$2.74M |
SPY, DBEF, IEF, DIA, MDY
|
13F-HR |
8/12/2019, 02:02 PM |
Q1 2019 |
68 |
$363M |
+$15.1M |
-$11.1M |
+$4.06M |
SPY, DBEF, IEF, DIA, MDY
|
13F-HR |
5/13/2019, 04:13 PM |
Q4 2018 |
69 |
$325M |
+$29.7M |
-$43.4M |
-$13.7M |
SPY, DBEF, IEF, DIA, MDY
|
13F-HR |
2/7/2019, 10:33 AM |
Q3 2018 |
66 |
$379M |
+$5.81M |
-$3.52M |
+$2.29M |
SPY, DBEF, IEF, DIA, MDY
|
13F-HR |
10/9/2018, 11:45 AM |
Q2 2018 |
65 |
$361M |
+$65.7M |
-$50M |
+$15.7M |
SPY, DBEF, IEF, DIA, MDY
|
13F-HR |
8/8/2018, 11:24 AM |
Q1 2018 |
64 |
$306M |
+$20M |
-$5.36M |
+$14.7M |
SPY, DBEF, IEF, MDY, GSY
|
Restatement |
6/19/2018, 06:24 PM |
Q4 2017 |
65 |
$334M |
+$29.4M |
-$4.42M |
+$24.9M |
SPY, DBEF, IEF, DIA, MDY
|
13F-HR |
2/13/2018, 11:42 AM |
Q3 2017 |
60 |
$268M |
+$5.84M |
-$43.4M |
-$37.5M |
SPY, DBEF, DIA, IEF, MDY
|
13F-HR |
11/8/2017, 12:09 PM |
Q2 2017 |
62 |
$297M |
+$5.4M |
-$2.64M |
+$2.76M |
SPY, DBEF, DIA, IEF, MDY
|
13F-HR |
8/7/2017, 05:57 PM |
Q1 2017 |
61 |
$289M |
+$25.3M |
-$5.83M |
+$19.5M |
SPY, DBEF, DIA, IEF, MDY
|
13F-HR |
5/12/2017, 04:21 PM |
Q4 2016 |
62 |
$259M |
+$31.9M |
-$14.1M |
+$17.8M |
SPY, DBEF, DIA, IEF, MDY
|
13F-HR |
1/4/2017, 05:40 PM |
Q3 2016 |
63 |
$233M |
+$27.8M |
-$5.39M |
+$22.4M |
SPY, DBEF, DIA, GSY, MDY
|
13F-HR |
11/2/2016, 11:38 AM |
Q2 2016 |
59 |
$205M |
+$3.86M |
-$9.82M |
-$5.96M |
SPY, DBEF, DIA, MDY, SPLV
|
13F-HR |
8/4/2016, 05:50 PM |
Q1 2016 |
59 |
$205M |
+$15.6M |
-$15.8M |
-$152K |
SPY, DBEF, DIA, MDY, SPLV
|
13F-HR |
5/12/2016, 06:17 PM |
Q4 2015 |
59 |
$207M |
+$15.4M |
-$18.3M |
-$2.9M |
DIA, DBEF, SPY, MDY, VUG
|
13F-HR |
2/10/2016, 05:53 PM |
Q3 2015 |
52 |
$202M |
+$15.7M |
-$3.76M |
+$11.9M |
DIA, DBEF, SPY, MDY, BSJF
|
13F-HR |
11/6/2015, 06:10 PM |
Q2 2015 |
51 |
$197M |
+$15.7M |
-$8.47M |
+$7.24M |
DIA, SPY, DBEF, MDY, BSJF
|
13F-HR |
7/30/2015, 11:14 AM |
Q1 2015 |
50 |
$206M |
+$24.3M |
-$9.28M |
+$15M |
DIA, SPY, DBEF, MDY, AMJ
|
13F-HR |
4/29/2015, 09:49 AM |
Q4 2014 |
49 |
$191M |
+$18.5M |
-$10M |
+$8.45M |
DIA, SPY, MDY, AMJ, VUG
|
13F-HR |
1/29/2015, 10:40 AM |
Q3 2014 |
54 |
$179M |
+$5.59M |
-$19.1M |
-$13.5M |
DIA, SPY, AMJ, MDY, VUG
|
13F-HR |
11/12/2014, 05:36 PM |
Q2 2014 |
55 |
$175M |
+$4.74M |
-$1.74M |
+$3.01M |
DIA, AMJ, MDY, SPY, VUG
|
13F-HR |
8/12/2014, 12:53 PM |
Q1 2014 |
54 |
$157M |
+$3.91M |
-$1.89M |
+$2.03M |
DIA, MDY, SPY, VUG, VV
|
13F-HR |
5/7/2014, 08:21 PM |
Q4 2013 |
52 |
$176M |
$0 |
$0 |
|
DIA, AMJ, SPY, MDY, VUG
|
13F-HR |
2/14/2014, 09:39 PM |