Q3 2020 |
49 |
$1.93M |
+$684K |
-$12K |
+$672K |
CCI, GSY, BRO, BRKB, FIBR
|
13F-HR |
10/29/2020, 11:53 AM |
Q2 2020 |
36 |
$1.21M |
+$105K |
-$9K |
+$95.9K |
CCI, BX, BRO, ABT, BAC
|
13F-HR |
8/11/2020, 11:41 AM |
Q1 2020 |
36 |
$956K |
+$156K |
-$579K |
-$422K |
CCI, BRO, BX, VZ, ABT
|
13F-HR |
4/6/2020, 12:27 PM |
Q4 2019 |
36 |
$1.7M |
+$710K |
-$71.5M |
-$70.8M |
CCI, VIG, BRKB, SDY, BX
|
13F-HR |
2/13/2020, 06:23 PM |
Q3 2019 |
92 |
$75.4M |
+$50.3M |
-$33.9M |
+$16.4M |
SPTS, AMZN, SPSB, QQQ, BRKA
|
13F-HR |
11/5/2019, 06:20 PM |
Q2 2019 |
277 |
$59.3M |
+$31.5M |
-$58.5M |
-$27.1M |
PDP, VYM, BRKA, FXL, SPTS
|
13F-HR |
8/5/2019, 01:55 PM |
Q1 2019 |
154 |
$84.9M |
+$3M |
-$162M |
-$159M |
SPSB, SPTS, AMZN, SDY, VIG
|
13F-HR |
4/24/2019, 12:48 PM |
Q4 2018 |
482 |
$223M |
+$113M |
-$21.5M |
+$91.6M |
SPSB, IVV, SDY, BRKB, VT
|
13F-HR |
1/31/2019, 02:20 PM |
Q3 2018 |
231 |
$150M |
+$5.08M |
-$63.4M |
-$58.3M |
VT, VYM, BRKB, SPSB, VO
|
13F-HR |
11/7/2018, 02:44 PM |
Q2 2018 |
329 |
$198M |
+$32.8M |
-$22.2M |
+$10.6M |
VT, VYM, SDY, BRKB, VO
|
13F-HR |
8/14/2018, 05:48 PM |
Q1 2018 |
290 |
$176M |
+$22.8M |
-$5.79M |
+$17M |
VT, VYM, BRKB, SDY, SPSB
|
13F-HR |
4/11/2018, 02:41 PM |
Q4 2017 |
311 |
$155M |
+$16.2M |
-$8.3M |
+$7.86M |
VT, VYM, SDY, VO, VIG
|
13F-HR |
1/24/2018, 05:37 PM |
Q3 2017 |
248 |
$156M |
+$6.33M |
-$4.94M |
+$1.39M |
VT, VYM, SDY, VO, VIG
|
13F-HR |
11/8/2017, 01:28 PM |
Q2 2017 |
272 |
$148M |
+$15.1M |
-$4.73M |
+$10.4M |
VT, VYM, SDY, VIG, VO
|
13F-HR |
8/1/2017, 03:16 PM |
Q1 2017 |
254 |
$134M |
+$44.4M |
-$1.97M |
+$42.4M |
VT, VYM, SDY, VIG, VO
|
13F-HR |
5/10/2017, 11:45 AM |
Q4 2016 |
146 |
$89M |
+$1.72M |
-$27.1M |
-$25.4M |
SDY, VYM, VT, VIG, BRKB
|
13F-HR |
1/30/2017, 05:26 PM |
Q3 2016 |
179 |
$101M |
+$11.9M |
-$12.1M |
-$128K |
VT, VYM, VIG, VO, BRKB
|
13F-HR |
11/9/2016, 06:18 PM |
Q2 2016 |
208 |
$108M |
+$12.4M |
-$5.01M |
+$7.41M |
SDY, VT, VYM, VIG, VO
|
13F-HR |
8/10/2016, 01:29 PM |
Q1 2016 |
176 |
$98.7M |
+$98.7M |
-$109K |
+$98.6M |
SDY, VT, VYM, VIG, PKW
|
13F-HR |
5/16/2016, 02:01 PM |
Q4 2015 |
5 |
$109K |
+$109K |
-$105M |
-$105M |
|
13F-HR |
2/16/2016, 04:07 PM |
Q3 2015 |
220 |
$105M |
+$2.23M |
-$16.7M |
-$14.5M |
SDY, VIG, VYM, VT, PKW
|
13F-HR |
11/12/2015, 12:54 PM |
Q2 2015 |
350 |
$122M |
+$48M |
-$8.65M |
+$39.3M |
SDY, VIG, DBEF, VYM, VT
|
13F-HR |
8/14/2015, 05:09 PM |
Q1 2015 |
290 |
$83.6M |
+$4.96M |
-$30.2M |
-$25.3M |
VYM, VT, PKW, VIG, DBEF
|
13F-HR |
5/12/2015, 05:16 PM |
Q4 2014 |
225 |
$106M |
$0 |
$0 |
|
VYM, SDY, VIG, VT, PKW
|
13F-HR |
2/10/2015, 12:57 PM |