| Q4 2020 |
0 |
|
|
|
$0 |
|
13F-NT |
11 Feb 2021, 14:14 |
| Q3 2020 |
0 |
|
|
|
$0 |
|
13F-NT |
12 Nov 2020, 13:25 |
| Q2 2020 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Aug 2020, 10:10 |
| Q1 2020 |
0 |
|
|
|
$0 |
|
13F-NT |
14 May 2020, 10:21 |
| Q4 2019 |
268 |
$325,728,000 |
+$19,218,301 |
-$10,439,218 |
+$8,779,083 |
SCHH, EMLP, AAPL, FI, VNQI
|
13F-HR |
11 Feb 2020, 14:29 |
| Q3 2019 |
267 |
$299,109,000 |
+$33,281,324 |
-$4,500,636 |
+$28,780,688 |
SCHH, FI, VNQI, EMLP, SPY
|
Restatement |
14 Nov 2019, 16:33 |
| Q2 2019 |
248 |
$267,088,000 |
+$5,034,388 |
-$3,500,573 |
+$1,533,815 |
SCHH, VNQI, FI, SPY, EMLP
|
13F-HR |
16 Jul 2019, 11:27 |
| Q1 2019 |
253 |
$259,736,000 |
+$12,637,469 |
-$5,204,266 |
+$7,433,203 |
SCHH, VNQI, FI, SPY, EFA
|
13F-HR |
24 Apr 2019, 13:08 |
| Q4 2018 |
245 |
$225,588,000 |
+$13,938,345 |
-$12,094,561 |
+$1,843,784 |
SCHH, VNQI, FI, BRKB, EFA
|
13F-HR |
05 Feb 2019, 12:19 |
| Q3 2018 |
247 |
$253,483,000 |
+$4,419,055 |
-$3,903,208 |
+$515,847 |
SCHH, VNQI, FI, AAPL, TYG
|
13F-HR |
23 Oct 2018, 11:49 |
| Q2 2018 |
369 |
$240,160,000 |
+$4,908,779 |
-$9,384,645 |
-$4,475,866 |
SCHH, VNQI, FI, TYG, SPY
|
13F-HR |
26 Jul 2018, 12:21 |
| Q1 2018 |
406 |
$239,216,000 |
+$19,693,807 |
-$5,671,515 |
+$14,022,292 |
SCHH, VNQI, FI, TYG, VEA
|
13F-HR |
04 May 2018, 12:07 |
| Q4 2017 |
363 |
$238,471,000 |
+$3,986,999 |
-$5,486,290 |
-$1,499,291 |
SCHH, VNQI, TYG, FI, VEA
|
13F-HR |
26 Jan 2018, 15:39 |
| Q3 2017 |
229 |
$229,400,000 |
+$3,204,620 |
-$5,150,458 |
-$1,945,838 |
SCHH, VNQI, TYG, FI, VEA
|
13F-HR |
31 Oct 2017, 17:12 |
| Q2 2017 |
235 |
$225,970,000 |
+$4,632,695 |
-$4,275,395 |
+$357,300 |
SCHH, VNQI, TYG, FI, VEA
|
13F-HR |
28 Jul 2017, 12:26 |
| Q1 2017 |
254 |
$223,272,000 |
+$7,581,989 |
-$8,340,905 |
-$758,916 |
SCHH, TYG, VNQI, FI, SPY
|
13F-HR |
19 Apr 2017, 16:52 |
| Q4 2016 |
383 |
$215,292,000 |
+$12,752,458 |
-$89,293,510 |
-$76,541,052 |
SCHH, VNQI, TYG, FI, KYN
|
13F-HR |
02 Feb 2017, 16:03 |
| Q3 2016 |
369 |
$292,912,000 |
+$3,042,572 |
-$17,115,818 |
-$14,073,246 |
PFE, SCHH, VNQI, TYG, FI
|
13F-HR |
26 Oct 2016, 12:32 |
| Q2 2016 |
373 |
$306,782,000 |
+$28,926,317 |
-$5,260,729 |
+$23,665,588 |
PFE, SCHH, VNQI, TYG, FI
|
13F-HR |
08 Aug 2016, 15:25 |
| Q1 2016 |
380 |
$268,755,000 |
+$8,587,906 |
-$6,463,881 |
+$2,124,025 |
PFE, SCHH, VNQI, TYG, FI
|
13F-HR |
28 Apr 2016, 16:51 |
| Q4 2015 |
399 |
$265,110,000 |
+$12,237,221 |
-$9,107,585 |
+$3,129,636 |
PFE, SCHH, VNQI, TYG, FI
|
13F-HR |
04 Feb 2016, 11:26 |
| Q3 2015 |
394 |
$253,959,000 |
+$10,402,633 |
-$7,835,795 |
+$2,566,838 |
PFE, SCHH, TYG, VNQI, KYN
|
13F-HR |
10 Nov 2015, 13:10 |
| Q2 2015 |
241 |
$275,968,000 |
+$19,676,500 |
-$3,075,630 |
+$16,600,870 |
PFE, TYG, SCHH, VNQI, KYN
|
13F-HR |
10 Aug 2015, 16:51 |
| Q1 2015 |
262 |
$267,197,000 |
+$7,256,898 |
-$10,256,816 |
-$2,999,918 |
PFE, TYG, SCHH, VNQI, KYN
|
13F-HR |
14 May 2015, 12:29 |
| Q4 2014 |
272 |
$265,759,000 |
+$21,578,826 |
-$14,720,277 |
+$6,858,549 |
PFE, SCHH, TYG, VNQI, KYN
|
13F-HR |
28 Jan 2015, 14:51 |
| Q3 2014 |
272 |
$250,693,000 |
+$40,266,628 |
-$5,612,092 |
+$34,654,536 |
PFE, VNQI, TYG, SCHH, KYN
|
13F-HR |
10 Nov 2014, 14:09 |
| Q2 2014 |
279 |
$218,788,000 |
+$14,330,533 |
-$12,946,158 |
+$1,384,375 |
TYG, PFE, KYN, SCHH, WAG
|
13F-HR |
07 Aug 2014, 11:13 |
| Q1 2014 |
265 |
$213,276,000 |
+$2,637,415 |
-$10,632,367 |
-$7,994,952 |
PFE, SCHH, KYN, TYY, TYG
|
13F-HR |
05 May 2014, 16:03 |
| Q4 2013 |
262 |
$218,043,000 |
$0 |
$0 |
$0 |
PFE, KYN, SCHH, TYY, TYG
|
13F-HR |
13 Feb 2014, 10:32 |