Q4 2022 |
413 |
$172M |
+$20.1M |
-$19.5M |
+$575K |
XLK, GLD, XLF, TOTL, AAPL
|
13F-HR |
2/14/2023, 04:48 PM |
Q3 2022 |
405 |
$162M |
+$21.9M |
-$11.2M |
+$10.7M |
XLK, IBDO, GLD, IBDQ, IBDP
|
13F-HR |
11/14/2022, 09:00 AM |
Q2 2022 |
452 |
$163M |
+$13.4M |
-$6.73M |
+$6.66M |
XLK, TOTL, GLD, IBDO, XLF
|
13F-HR |
8/11/2022, 05:20 PM |
Q1 2022 |
410 |
$183M |
+$18.2M |
-$7.56M |
+$10.6M |
XLK, TOTL, GLD, AAPL, IBDN
|
13F-HR |
5/16/2022, 05:12 PM |
Q4 2021 |
392 |
$180M |
+$11.3M |
-$9.07M |
+$2.22M |
XLK, TOTL, SPY, AAPL, GLD
|
13F-HR |
2/10/2022, 03:38 PM |
Q3 2021 |
376 |
$168M |
+$13.6M |
-$10.1M |
+$3.51M |
XLK, TOTL, SPY, GLD, XLF
|
13F-HR |
11/18/2021, 02:45 PM |
Q2 2021 |
337 |
$165M |
+$5.56M |
-$2.23M |
+$3.33M |
XLK, TOTL, SPY, GLD, XLF
|
13F-HR |
8/13/2021, 10:43 AM |
Q1 2021 |
326 |
$152M |
+$12.4M |
-$11.1M |
+$1.36M |
TOTL, XLK, SPY, GLD, XLF
|
13F-HR |
4/23/2021, 01:55 PM |
Q4 2020 |
318 |
$146M |
+$20.7M |
-$5.67M |
+$15M |
SPY, TOTL, XLK, GLD, AAPL
|
13F-HR |
2/12/2021, 04:45 PM |
Q3 2020 |
293 |
$122M |
+$9.18M |
-$12.7M |
-$3.54M |
SPY, TOTL, XLK, GLD, IBDM
|
13F-HR |
11/16/2020, 05:31 PM |
Q2 2020 |
341 |
$121M |
+$34.4M |
-$23.2M |
+$11.2M |
SPY, TOTL, XLK, GLD, XLF
|
13F-HR |
8/3/2020, 10:16 AM |
Q1 2020 |
338 |
$94.5M |
+$14.7M |
-$14.9M |
-$173K |
SPY, TOTL, GLD, BSCL, XLY
|
13F-HR |
4/21/2020, 01:34 PM |
Q4 2019 |
374 |
$112M |
+$6.03M |
-$69.1M |
-$63.1M |
TOTL, XLY, RSPT, XLF, GLD
|
13F-HR |
1/8/2020, 04:34 PM |
Q3 2019 |
556 |
$165M |
+$3.06M |
-$23.4M |
-$20.3M |
TOTL, EFA, INTF, XLY, GLD
|
13F-HR |
11/19/2019, 08:37 PM |
Q2 2019 |
604 |
$184M |
+$18.1M |
-$29.4M |
-$11.3M |
TOTL, EFA, INTF, XLY, VCSH
|
13F-HR |
7/22/2019, 09:22 AM |
Q1 2019 |
655 |
$190M |
+$4.58M |
-$29.7M |
-$25.1M |
TOTL, SPLV, VCSH, EFA, INTF
|
13F-HR |
4/11/2019, 02:11 PM |
Q4 2018 |
701 |
$196M |
+$10.1M |
-$9.52M |
+$598K |
VCSH, TOTL, SPLV, EFA, VCIT
|
13F-HR |
2/12/2019, 12:36 PM |
Q3 2018 |
771 |
$217M |
+$8.13M |
-$3.33M |
+$4.81M |
VCSH, EFA, TOTL, SPLV, QDF
|
13F-HR |
10/25/2018, 02:07 PM |
Q2 2018 |
783 |
$204M |
+$38.4M |
-$39.3M |
-$837K |
VCSH, EFA, TOTL, QDF, VCIT
|
13F-HR |
7/24/2018, 08:39 AM |
Q1 2018 |
782 |
$203M |
+$35.6M |
-$39.7M |
-$4.13M |
VCSH, EFA, VCIT, INTF, TOTL
|
13F-HR |
4/19/2018, 03:06 PM |
Q4 2017 |
870 |
$212M |
+$24.4M |
-$10.6M |
+$13.8M |
VCSH, EFA, VCIT, INTF, QDF
|
13F-HR |
2/2/2018, 10:26 AM |
Q3 2017 |
727 |
$192M |
+$18M |
-$13.6M |
+$4.34M |
VCSH, EFA, VCIT, INTF, XLF
|
13F-HR |
10/30/2017, 02:44 PM |
Q2 2017 |
722 |
$184M |
+$13.5M |
-$18.1M |
-$4.56M |
VCSH, VCIT, EFA, XLF, JNJ
|
13F-HR |
7/18/2017, 01:59 PM |
Q1 2017 |
740 |
$184M |
+$27.9M |
-$11.9M |
+$16M |
VCSH, VCIT, EFA, DXJ, IVE
|
13F-HR |
4/17/2017, 01:12 PM |
Q4 2016 |
691 |
$163M |
+$18.5M |
-$21.3M |
-$2.79M |
VCSH, DXJ, VCIT, EFA, IVE
|
13F-HR |
1/27/2017, 03:13 PM |
Q3 2016 |
694 |
$162M |
+$14M |
-$10.4M |
+$3.58M |
VCSH, TLT, DXJ, VCIT, IVE
|
13F-HR |
10/21/2016, 12:00 PM |
Q2 2016 |
726 |
$162M |
+$54M |
-$17.6M |
+$36.5M |
VCSH, TLT, DXJ, VCIT, IVE
|
13F-HR |
7/18/2016, 03:48 PM |
Q1 2016 |
106 |
$124M |
+$24.2M |
-$22.2M |
+$2.04M |
VCSH, IBDB, IVE, AAPL, EZU
|
13F-HR |
4/29/2016, 08:39 PM |
Q4 2015 |
106 |
$122M |
$0 |
$0 |
|
VCSH, IBDB, IBDA, IVE, EZU
|
13F-HR |
2/26/2016, 10:47 AM |