|
Q3 2023
|
4 |
22,848 |
PSK, SLQT, VMW, GOCO
|
13F-HR
|
11/8/2023 |
000122460823000065 |
|
Q2 2023
|
5 |
28,534 |
PSK, REDWOOD TR INC, SLQT, VMW
|
13F-HR
|
8/3/2023 |
000122460823000042 |
|
Q1 2023
|
6 |
35,957 |
PSK, FLOT, REDWOOD TR INC, SLQT
|
13F-HR
|
5/9/2023 |
000122460823000022 |
|
Q4 2022
|
6 |
64,525 |
FLOT, PSK, REDWOOD TR INC, VMW
|
13F-HR
|
2/10/2023 |
000122460823000006 |
|
Q3 2022
|
6 |
65,917 |
FLOT, PSK, REDWOOD TR INC, SLQT
|
13F-HR
|
11/3/2022 |
000122460822000035 |
|
Q2 2022
|
6 |
66,292 |
FLOT, PSK, REDWOOD TR INC, SLQT
|
13F-HR
|
8/4/2022 |
000122460822000026 |
|
Q1 2022
|
8 |
89,547 |
FLOT, PSK, BAB, REDWOOD TR INC
|
13F-HR
|
5/2/2022 |
000122460822000014 |
|
Q4 2021
|
9 |
107,987 |
PSK, FLOT, MINT, BAB
|
13F-HR
|
2/9/2022 |
000122460822000005 |
|
Q3 2021
|
9 |
108,727 |
PSK, FLOT, MINT, BAB
|
13F-HR
|
11/4/2021 |
000122460821000039 |
|
Q2 2021
|
8 |
109,643 |
PSK, FLOT, MINT, BAB
|
13F-HR
|
8/4/2021 |
000122460821000029 |
|
Q1 2021
|
12 |
124,982 |
PSK, BAB, USIG, VCLT
|
13F-HR
|
5/4/2021 |
000122460821000016 |
|
Q4 2020
|
11 |
111,466 |
PSK, BAB, VCLT, USIG
|
13F-HR
|
2/12/2021 |
000122460821000005 |
|
Q3 2019
|
8 |
32,894 |
TCPC, GBDC, GSBD, MAIN
|
13F-HR
|
11/5/2019 |
000122460819000051 |
|
Q2 2019
|
8 |
32,229 |
TCPC, GBDC, GSBD, MAIN
|
13F-HR
|
8/6/2019 |
000122460819000038 |
|
Q1 2019
|
8 |
34,100 |
TCPC, GBDC, GSBD, MAIN
|
13F-HR
|
4/29/2019 |
000122460819000017 |
|
Q4 2018
|
14 |
183,006 |
PGX, PFF, FLOT, PGF
|
13F-HR
|
2/13/2019 |
000122460819000007 |
|
Q3 2018
|
15 |
228,323 |
PGX, PFF, TCPC, FLOT
|
13F-HR
|
11/7/2018 |
000122460818000047 |
|
Q2 2018
|
15 |
238,284 |
PGX, PFF, TCPC, FLOT
|
13F-HR
|
8/1/2018 |
000122460818000027 |
|
Q1 2018
|
25 |
359,368 |
PFF, PGX, FPE, HYG
|
13F-HR
|
5/2/2018 |
000122460818000018 |
|
Q4 2017
|
15 |
312,608 |
IVV, AGG, TCPC, TCP CAP CORP
|
13F-HR
|
2/12/2018 |
000122460818000004 |
|
Q3 2017
|
21 |
500,191 |
AGG, IVV, LQD, PFF
|
13F-HR
|
11/2/2017 |
000122460817000066 |
|
Q2 2017
|
16 |
387,134 |
AGG, IVV, LQD, PFF
|
13F-HR
|
8/4/2017 |
000122460817000046 |
|
Q1 2017
|
18 |
372,214 |
AGG, IVV, LQD, PFF
|
13F-HR
|
5/4/2017 |
000122460817000026 |
|
Q4 2016
|
18 |
372,264 |
AGG, IVV, LQD, PFF
|
13F-HR
|
2/10/2017 |
000122460817000010 |
|
Q3 2016
|
15 |
138,390 |
LQD, TCPC, AGG, IVV
|
13F-HR
|
11/14/2016 |
000122460816000092 |
|
Q2 2016
|
19 |
358,469 |
AGG, SPY, LQD, TCPC
|
13F-HR
|
11/14/2016 |
000122460816000094 |
|
Q1 2016
|
19 |
416,020 |
LQD, SPY, AGG, IVV
|
13F-HR
|
11/14/2016 |
000122460816000096 |
|
Q4 2015
|
18 |
269,349 |
SPY, AGG, LQD, WELLPOINT INC
|
13F-HR
|
11/14/2016 |
000122460816000098 |
|
Q3 2015
|
17 |
246,043 |
SPY, AGG, LQD, VYM
|
13F-HR
|
11/14/2016 |
000122460816000100 |
|
Q2 2015
|
18 |
245,236 |
SPY, AGG, LQD, WELLPOINT INC
|
13F-HR
|
11/14/2016 |
000122460816000102 |
|
Q1 2015
|
19 |
237,171 |
SPY, AGG, LQD, VYM
|
13F-HR
|
11/14/2016 |
000122460816000104 |
|
Q4 2014
|
16 |
228,870 |
SPY, AGG, VYM, VGK
|
13F-HR
|
11/14/2016 |
000122460816000106 |