| Q4 2022 |
176 |
$471M |
$0 |
$0 |
|
UPS, VOO, DAR, UCON, AAPL
|
13F-HR |
1/11/2023, 05:26 PM |
| Q4 2016 |
91 |
$121M |
+$16.1M |
-$14.2M |
+$1.93M |
UPS, DBEF, DGRO, VLUE, RSP
|
13F-HR |
1/30/2017, 12:28 PM |
| Q3 2016 |
84 |
$115M |
+$6.14M |
-$10M |
-$3.87M |
UPS, DBEF, USMV, EFAV, DGRO
|
13F-HR |
10/27/2016, 10:24 AM |
| Q2 2016 |
88 |
$117M |
+$8.87M |
-$5.37M |
+$3.5M |
UPS, DBEF, USMV, EFAV, QUAL
|
13F-HR |
8/8/2016, 02:44 PM |
| Q1 2016 |
84 |
$112M |
+$34.2M |
-$30.1M |
+$4.16M |
UPS, DBEF, USMV, QUAL, DGRO
|
13F-HR |
5/13/2016, 09:58 AM |
| Q4 2015 |
70 |
$105M |
+$14.4M |
-$4.2M |
+$10.2M |
UPS, DBEF, SPY, IWR, DON
|
13F-HR |
2/4/2016, 04:30 PM |
| Q3 2015 |
67 |
$94.1M |
+$6.95M |
-$25.6M |
-$18.6M |
UPS, SPY, DBEF, IWR, LTXB
|
13F-HR |
11/5/2015, 03:09 PM |
| Q2 2015 |
82 |
$120M |
+$5.59M |
-$5.15M |
+$444K |
UPS, SPY, VYM, DON, DBEF
|
13F-HR |
8/6/2015, 11:51 AM |
| Q1 2015 |
85 |
$120M |
+$28M |
-$25.7M |
+$2.26M |
UPS, SPY, VYM, DON, IWR
|
13F-HR |
5/5/2015, 05:08 PM |
| Q4 2014 |
79 |
$121M |
$0 |
$0 |
|
UPS, SPY, IWR, ETB, IWM
|
13F-HR |
2/12/2015, 06:04 PM |