Q2 2022 |
59 |
$121M |
+$12.2M |
-$2.86M |
+$9.37M |
MOO, SCHB, IAU, LLY, VTI
|
13F-HR |
7/15/2022, 05:54 PM |
Q1 2022 |
59 |
$131M |
+$8.17M |
-$7.39M |
+$784K |
MOO, SCHB, IAU, VTI, GLD
|
13F-HR |
5/4/2022, 09:48 PM |
Q4 2021 |
59 |
$140M |
+$8.57M |
-$5.1M |
+$3.47M |
SCHB, MOO, VTI, IAU, AAPL
|
13F-HR |
1/19/2022, 01:49 PM |
Q3 2021 |
57 |
$128M |
+$14M |
-$6.41M |
+$7.56M |
SCHB, MOO, VTI, IAU, BX
|
13F-HR |
10/29/2021, 05:16 PM |
Q2 2021 |
50 |
$121M |
+$5.91M |
-$8.8M |
-$2.89M |
SCHB, MOO, VTI, IAU, BX
|
13F-HR |
7/29/2021, 09:49 PM |
Q1 2021 |
50 |
$115M |
+$5.06M |
-$11.7M |
-$6.66M |
SCHB, MOO, VTI, IAU, GLD
|
13F-HR |
4/28/2021, 08:34 AM |
Q4 2020 |
51 |
$117M |
+$2.04M |
-$1.39M |
+$649K |
SCHB, MOO, VTI, IAU, AAPL
|
13F-HR |
1/27/2021, 05:22 PM |
Q3 2020 |
50 |
$107M |
+$6.62M |
-$4.26M |
+$2.36M |
SCHB, MOO, IAU, VTI, AAPL
|
13F-HR |
11/9/2020, 07:02 PM |
Q2 2020 |
49 |
$99.5M |
+$8.78M |
-$7.48M |
+$1.3M |
SCHB, IAU, MOO, VTI, AAPL
|
13F-HR |
8/5/2020, 07:53 PM |
Q1 2020 |
48 |
$82.6M |
+$3.71M |
-$15.1M |
-$11.4M |
IAU, MOO, SCHB, AAPL, MSFT
|
13F-HR |
5/12/2020, 01:45 PM |
Q4 2019 |
61 |
$107M |
+$19.2M |
-$7.57M |
+$11.7M |
MOO, SCHB, GNR, IAU, AAPL
|
13F-HR |
1/27/2020, 01:06 PM |
Q3 2019 |
78 |
$89.9M |
+$3.86M |
-$10.6M |
-$6.72M |
SCHB, AAPL, WM, HD, SBUX
|
13F-HR |
11/5/2019, 02:57 PM |
Q2 2019 |
55 |
$94.8M |
+$11.2M |
-$9.97M |
+$1.24M |
SCHB, GNR, IAU, PYPL, SBUX
|
13F-HR |
7/30/2019, 05:01 PM |
Q1 2019 |
53 |
$90.7M |
+$4.97M |
-$18.3M |
-$13.3M |
SCHB, GNR, JPUS, PYPL, WM
|
13F-HR |
5/7/2019, 08:48 PM |
Q4 2018 |
53 |
$93.2M |
+$6.2M |
-$39.1M |
-$32.9M |
SCHB, MOO, GNR, IAU, JPUS
|
13F-HR |
2/13/2019, 05:34 PM |
Q3 2018 |
57 |
$140M |
+$4.29M |
-$4.88M |
-$595K |
MOO, GNR, SCHB, IAU, AAPL
|
13F-HR |
10/29/2018, 04:54 PM |
Q2 2018 |
58 |
$137M |
+$40M |
-$9M |
+$30.9M |
MOO, GNR, IAU, SCHB, JPUS
|
13F-HR |
8/10/2018, 01:53 PM |
Q1 2018 |
61 |
$101M |
$0 |
-$251K |
-$251K |
SCHB, MOO, GNR, IAU, JPUS
|
13F-HR |
5/17/2018, 04:17 PM |
Q4 2017 |
62 |
$102M |
$0 |
$0 |
|
SCHB, MOO, GNR, IAU, JPUS
|
13F-HR |
2/13/2018, 08:37 PM |