Q2 2024 |
65 |
$251M |
+$18.9M |
-$11.3M |
+$7.63M |
SPY, DIA, OEF, VYM, VIG
|
13F-HR |
8/12/2024, 10:59 AM |
Q1 2024 |
65 |
$241M |
+$38.4M |
-$15.5M |
+$22.9M |
SPY, DIA, EFA, OEF, VYM
|
13F-HR |
5/14/2024, 04:06 PM |
Q4 2023 |
67 |
$203M |
+$22.6M |
-$13.9M |
+$8.6M |
SPY, DIA, EFA, IJR, VIG
|
13F-HR |
2/13/2024, 02:54 PM |
Q3 2023 |
65 |
$172M |
+$22.4M |
-$6.48M |
+$15.9M |
SPY, DIA, EFA, IJR, MCD
|
13F-HR |
11/13/2023, 04:53 PM |
Q2 2023 |
66 |
$164M |
+$53.6M |
-$9.3M |
+$44.3M |
SPY, MCD, DIA, EFA, VIG
|
13F-HR |
8/11/2023, 03:41 PM |
Q1 2023 |
61 |
$113M |
+$35.9M |
-$7.56M |
+$28.3M |
SPY, SCHD, VIG, MGV, DIA
|
13F-HR |
5/12/2023, 02:13 PM |
Q4 2022 |
54 |
$83.2M |
+$5.43M |
-$14.5M |
-$9.09M |
SPY, MGV, VIG, SCHD, USMV
|
13F-HR |
2/9/2023, 03:35 PM |
Q3 2022 |
58 |
$83.9M |
+$9.06M |
-$14.2M |
-$5.09M |
SPY, MGV, DVY, VIG, SCHD
|
13F-HR |
11/14/2022, 02:48 PM |
Q2 2022 |
60 |
$92.2M |
+$10.6M |
-$19.7M |
-$9.08M |
SPY, MGV, SCHD, VIG, VV
|
13F-HR |
8/12/2022, 01:31 PM |
Q1 2022 |
64 |
$117M |
+$20.7M |
-$52.2M |
-$31.5M |
SPY, MGV, SCHD, VIG, IJR
|
13F-HR |
5/13/2022, 10:00 AM |
Q4 2021 |
66 |
$151M |
+$22.2M |
-$21.8M |
+$413K |
MGV, SPY, VIG, VIGI, BRKB
|
13F-HR |
2/8/2022, 03:30 PM |
Q3 2021 |
63 |
$139M |
+$3.18M |
-$40.5M |
-$37.4M |
MGV, VIGI, SPY, VIG, BRKB
|
13F-HR |
11/9/2021, 12:32 PM |
Q2 2021 |
67 |
$176M |
+$32.7M |
-$16.8M |
+$15.9M |
MGV, VIG, VIGI, SPY, OEF
|
13F-HR |
8/10/2021, 02:10 PM |
Q1 2021 |
65 |
$150M |
+$47.6M |
-$28.9M |
+$18.7M |
MGV, VIG, SPY, VIGI, BRKB
|
13F-HR |
5/13/2021, 10:50 AM |
Q4 2020 |
63 |
$125M |
$0 |
$0 |
|
SPY, VIG, VV, GLD, MGV
|
13F-HR |
2/12/2021, 08:29 AM |
Q2 2016 |
37 |
$38.7M |
+$17.7M |
-$56.1M |
-$38.4M |
SPY, DIA, PAYC, AAPL, PFF
|
13F-HR |
8/5/2016, 05:15 PM |
Q1 2016 |
41 |
$75.2M |
$0 |
$0 |
|
SPY, DIA, IWM, SDS, QQQ
|
13F-HR |
5/11/2016, 11:30 AM |
Q4 2015 |
41 |
$76.8M |
+$20.8M |
-$4.95M |
+$15.9M |
SPY, DIA, IWM, SDS, QQQ
|
13F-HR |
2/4/2016, 09:11 AM |
Q3 2015 |
27 |
$58.1M |
+$3.19M |
-$54.2M |
-$51M |
SPY, DIA, SDS, XOM, GE
|
13F-HR |
10/28/2015, 01:03 PM |
Q2 2015 |
41 |
$115M |
+$13.6M |
-$29.2M |
-$15.5M |
SPY, DIA, JPM, XLF, SDS
|
13F-HR |
8/3/2015, 09:58 AM |
Q1 2015 |
39 |
$129M |
+$23.2M |
-$35M |
-$11.8M |
SPY, DIA, XLF, HEDJ, VUG
|
13F-HR |
4/21/2015, 08:41 AM |
Q4 2014 |
34 |
$140M |
+$40.2M |
-$52.9M |
-$12.7M |
SPY, DIA, USMV, HEDJ, AAPL
|
13F-HR |
2/4/2015, 12:22 PM |
Q3 2014 |
41 |
$149M |
+$79.8M |
-$36.9M |
+$42.8M |
DIA, SPY, AAPL, EEM, XLF
|
13F-HR |
11/6/2014, 04:28 PM |
Q2 2014 |
39 |
$106M |
+$46.9M |
-$46.2M |
+$745K |
EEM, DIA, VTV, VGK, MSFT
|
Restatement |
8/6/2014, 02:32 PM |
Q1 2014 |
37 |
$107M |
+$41.2M |
-$46.4M |
-$5.2M |
SPY, VTV, VUG, XLF, MSFT
|
13F-HR |
5/8/2014, 11:26 AM |
Q4 2013 |
37 |
$111M |
$0 |
$0 |
|
VUG, DIA, VIG, VTV, SPY
|
13F-HR |
3/5/2014, 12:49 PM |