|
Q2 2025
|
170 |
1,253,179 |
VCSH, JAAA, JEPQ, MTBA
|
13F-HR
|
8/14/2025 |
000117266125003438 |
|
Q1 2025
|
160 |
1,176,810 |
MBB, JAAA, VCSH, MTBA
|
13F-HR
|
5/13/2025 |
000117266125001740 |
|
Q4 2024
|
164 |
1,155,956 |
JAAA, VCSH, JEPQ, PFF
|
13F-HR
|
2/10/2025 |
000117266125000595 |
|
Q3 2024
|
177 |
1,290,120 |
VCSH, MBB, JAAA, JEPQ
|
13F-HR
|
11/8/2024 |
000183988224038450 |
|
Q2 2024
|
171 |
1,184,738 |
VCSH, JAAA, JEPQ, MSFT
|
13F-HR
|
8/7/2024 |
000199937124009692 |
|
Q1 2024
|
175 |
1,115,669 |
VCSH, JAAA, JEPQ, XLC
|
13F-HR
|
5/10/2024 |
000199937124005907 |
|
Q4 2023
|
164 |
932,984 |
VCSH, SCHR, JAAA, IEI
|
13F-HR
|
2/9/2024 |
000199937124001747 |
|
Q3 2023
|
123 |
750,565 |
VGSH, VCSH, IEI, SCHR
|
13F-HR
|
11/13/2023 |
000199937123000092 |
|
Q2 2023
|
142 |
832,590 |
VGSH, VCSH, IEI, JEPQ
|
13F-HR
|
7/31/2023 |
000138713123009106 |
|
Q1 2023
|
117 |
764,286 |
VGSH, VCSH, BSV, SHY
|
13F-HR
|
5/8/2023 |
000138713123006133 |
|
Q4 2022
|
103 |
759,570 |
VGSH, VCSH, BSV, SHY
|
13F-HR
|
2/10/2023 |
000138713123001686 |
|
Q3 2022
|
103 |
759,570 |
VGSH, VCSH, BSV, SHY
|
13F-HR
|
11/10/2022 |
000138713122011286 |
|
Q2 2022
|
113 |
814,658 |
VCSH, IEI, VGSH, SHY
|
13F-HR
|
8/8/2022 |
000138713122008487 |
|
Q1 2022
|
130 |
935,474 |
VCSH, IEI, VGSH, SHY
|
13F-HR
|
5/6/2022 |
000138713122005770 |
|
Q4 2021
|
123 |
1,087,381 |
IEF, VCSH, PFF, BKLN
|
13F-HR
|
2/14/2022 |
000138713122001778 |
|
Q3 2021
|
134 |
1,022,275 |
VCSH, PFF, BKLN, MSFT
|
13F-HR
|
11/12/2021 |
000138713121010963 |
|
Q2 2021
|
136 |
946,186 |
VCSH, BKLN, MSFT, XLC
|
13F-HR
|
8/11/2021 |
000138713121008328 |
|
Q1 2021
|
124 |
923,855 |
VCSH, IVOL, BKLN, MSFT
|
13F-HR
|
5/11/2021 |
000138713121005484 |
|
Q4 2020
|
109 |
871,694 |
VCSH, IGSB, MSFT, PGX
|
13F-HR
|
2/10/2021 |
000138713121001972 |
|
Q3 2020
|
96 |
832,742 |
VCSH, EMB, PGX, IGSB
|
13F-HR
|
11/13/2020 |
000138713120009860 |
|
Q2 2020
|
89 |
801,579 |
MBB, VCSH, GVI, PGX
|
13F-HR
|
7/14/2020 |
000138713120006394 |
|
Q1 2020
|
54 |
552,912 |
SCHO, GVI, NEE, MSFT
|
13F-HR
|
5/8/2020 |
000138713120004563 |
|
Q4 2019
|
118 |
827,135 |
SCHO, GVI, COLD, OCSL
|
13F-HR
|
2/13/2020 |
000138713120001463 |
|
Q3 2019
|
320 |
772,246 |
SCHO, GVI, COLD, OCSL
|
13F-HR
|
11/13/2019 |
000138713119008631 |
|
Q2 2019
|
360 |
732,173 |
SCHO, GVI, COLD, OCSL
|
13F-HR
|
8/14/2019 |
000138713119006097 |
|
Q1 2019
|
355 |
740,143 |
SCHO, GVI, COLD, JNJ
|
13F-HR
|
5/14/2019 |
000138713119003562 |
|
Q4 2018
|
344 |
559,435 |
SCHO, GVI, SCHR, CCI
|
13F-HR
|
2/12/2019 |
000138713119001051 |
|
Q3 2018
|
342 |
669,308 |
GVI, SCHO, BR, KKR
|
13F-HR
|
11/9/2018 |
000138713118006058 |
|
Q2 2018
|
392 |
621,236 |
GVI, SCHO, BR, VTA
|
13F-HR
|
8/13/2018 |
000138713118003906 |
|
Q1 2018
|
162 |
620,950 |
GVI, BR, LHX, JPM
|
13F-HR
|
5/15/2018 |
000138713118002199 |
|
Q4 2017
|
132 |
662,398 |
GVI, JPM, NTB, BR
|
13F-HR
|
2/20/2018 |
000154121118000001 |
|
Q3 2017
|
127 |
573,001 |
GVI, NTB, JPM, BR
|
13F-HR
|
11/7/2017 |
000154121117000004 |
|
Q2 2017
|
116 |
536,968 |
GVI, NTB, EPD, VTA
|
13F-HR
|
8/8/2017 |
000154121117000003 |
|
Q1 2017
|
127 |
518,303 |
GVI, NTB, EPD, VTA
|
13F-HR
|
5/4/2017 |
000154121117000002 |
|
Q4 2016
|
108 |
472,870 |
GVI, EPD, VTA, LQD
|
13F-HR
|
2/13/2017 |
000154121117000001 |
|
Q3 2016
|
125 |
404,545 |
GVI, LQD, EPD, GPT
|
13F-HR
|
10/11/2016 |
000154121116000009 |
|
Q2 2016
|
94 |
316,377 |
LQD, GVI, EPD, MMP
|
13F-HR
|
7/26/2016 |
000154121116000008 |
|
Q1 2016
|
94 |
304,794 |
IEF, LQD, GVI, FUR
|
13F-HR
|
5/4/2016 |
000154121116000007 |
|
Q4 2015
|
95 |
310,448 |
LQD, FUR, EPD, MMP
|
13F-HR
|
1/7/2016 |
000154121116000006 |
|
Q3 2015
|
93 |
291,556 |
EPD, FUR, LQD, PDI
|
13F-HR
|
10/7/2015 |
000154121115000005 |
|
Q2 2015
|
109 |
354,002 |
EPD, FUR, MMP, AOD
|
13F-HR
|
8/14/2015 |
000154121115000004 |
|
Q1 2015
|
82 |
282,236 |
EPD, MMP, FUR, WMT
|
13F-HR
|
4/23/2015 |
000154121115000002 |
|
Q4 2014
|
105 |
308,032 |
EPD, MMP, AOD, WMT
|
13F-HR
|
2/13/2015 |
000154121115000001 |
|
Q3 2014
|
88 |
317,320 |
EPD, POWERSHARES SENIOR LOAN, MMP, AOD
|
13F-HR
|
10/31/2014 |
000154121114000006 |
|
Q2 2014
|
93 |
306,937 |
POWERSHARES SENIOR LOAN, EPD, MMP, AMJ
|
13F-HR
|
7/15/2014 |
000154121114000005 |
|
Q1 2014
|
89 |
256,400 |
POWERSHARES SENIOR LOAN, EPD, MMP, AOD
|
13F-HR
|
5/12/2014 |
000154121114000004 |
|
Q4 2013
|
84 |
259,540 |
POWERSHARES SENIOR LOAN, EPD, ALPINE TOTAL DYNAMIC DIVIDEND FUND, MMP
|
13F-HR
|
1/22/2014 |
000154121114000001 |