|
Q4 2023
|
62 |
295,075 |
SCHF, DUK, SRE, JPM
|
13F-HR
|
2/13/2024 |
000154216524000001 |
|
Q3 2023
|
61 |
273,627 |
SCHF, DUK, SRE, MDT
|
13F-HR
|
11/14/2023 |
000154216523000005 |
|
Q2 2023
|
61 |
303,595 |
SCHF, DUK, MDT, SRE
|
13F-HR
|
8/14/2023 |
000154216523000004 |
|
Q1 2023
|
60 |
315,441 |
SCHF, WMT, DUK, SRE
|
13F-HR
|
5/5/2023 |
000154216523000003 |
|
Q4 2022
|
60 |
303,835 |
SCHF, DUK, WMT, DHI
|
13F-HR
|
1/30/2023 |
000154216523000001 |
|
Q3 2022
|
60 |
275,401 |
SCHF, WMT, SRE, DUK
|
13F-HR
|
11/9/2022 |
000154216522000004 |
|
Q2 2022
|
58 |
293,066 |
SCHF, WMT, SRE, DLR
|
13F-HR
|
8/11/2022 |
000154216522000003 |
|
Q1 2022
|
57 |
335,211 |
SCHF, SRE, DUK, IAU
|
13F-HR
|
5/4/2022 |
000154216522000002 |
|
Q4 2021
|
62 |
339,638 |
SCHF, DHI, DLR, DUK
|
13F-HR
|
2/8/2022 |
000154216522000001 |
|
Q3 2021
|
65 |
335,118 |
SCHF, IAU, DUK, MDT
|
13F-HR
|
11/10/2021 |
000154216521000004 |
|
Q2 2021
|
64 |
338,281 |
SCHF, ALB, DUK, CNCR
|
13F-HR
|
8/9/2021 |
000154216521000003 |
|
Q1 2021
|
71 |
338,960 |
SCHF, PKG, ATVI, DUK
|
13F-HR
|
5/14/2021 |
000154216521000002 |
|
Q4 2020
|
68 |
335,441 |
SCHF, DIS, ALB, PKG
|
13F-HR
|
2/11/2021 |
000154216521000001 |
|
Q3 2020
|
65 |
294,481 |
SCHF, ALB, CNCR, ATVI
|
13F-HR
|
11/6/2020 |
000154216520000004 |
|
Q2 2020
|
65 |
279,139 |
SCHF, CNCR, ATVI, IAU
|
13F-HR
|
8/14/2020 |
000154216520000003 |
|
Q1 2020
|
69 |
239,339 |
SCHF, EMB, DLR, IAU
|
13F-HR
|
5/15/2020 |
000154216520000002 |
|
Q4 2019
|
67 |
279,499 |
SCHF, EMB, IAU, EMLC
|
13F-HR
|
2/6/2020 |
000154216520000001 |
|
Q3 2019
|
67 |
247,344 |
SCHF, EMB, IAU, WMT
|
13F-HR
|
11/13/2019 |
000154216519000004 |
|
Q2 2019
|
73 |
250,240 |
SCHF, EMB, IAU, EMLC
|
13F-HR
|
8/13/2019 |
000154216519000003 |
|
Q1 2019
|
68 |
222,768 |
SCHF, EMB, IAU, CAG
|
13F-HR
|
5/8/2019 |
000154216519000002 |
|
Q4 2018
|
73 |
2,102,680 |
SCHF, EMB, IAU, XBI
|
13F-HR
|
2/14/2019 |
000154216519000001 |
|
Q3 2018
|
67 |
239,236 |
SCHF, EMB, IAU, NVDA
|
13F-HR
|
11/14/2018 |
000154216518000004 |
|
Q2 2018
|
71 |
228,696 |
SCHF, EMB, IAU, VANECK VECTORS ETF TR
|
13F-HR
|
8/8/2018 |
000154216518000003 |
|
Q1 2018
|
65 |
235,013 |
SCHF, EMB, IAU, VANECK VECTORS ETF TR
|
13F-HR
|
5/14/2018 |
000154216518000002 |
|
Q4 2017
|
67 |
244,839 |
SCHF, EMB, IAU, VANECK VECTORS ETF TR
|
13F-HR
|
2/13/2018 |
000154216518000001 |
|
Q3 2017
|
69 |
238,518 |
SCHF, EMB, IAU, VANECK VECTORS ETF TR
|
13F-HR
|
11/14/2017 |
000154216517000004 |
|
Q2 2017
|
70 |
224,965 |
SCHF, EMB, IAU, VANECK VECTORS ETF TR
|
13F-HR
|
8/9/2017 |
000154216517000003 |
|
Q1 2017
|
71 |
222,115 |
SCHF, EMB, IAU, XBI
|
13F-HR
|
5/12/2017 |
000154216517000002 |
|
Q4 2016
|
68 |
214,878 |
SCHF, MSD, NVDA, BAC
|
13F-HR
|
2/9/2017 |
000154216517000001 |
|
Q3 2016
|
68 |
215,040 |
SCHF, IAU, MSD, EMD
|
13F-HR
|
11/15/2016 |
000154216516000009 |
|
Q2 2016
|
67 |
208,278 |
SCHF, VWO, MSD, EMD
|
13F-HR
|
8/11/2016 |
000154216516000007 |
|
Q1 2016
|
72 |
179,954 |
VWO, SCHE, MSD, BAC
|
13F-HR
|
5/12/2016 |
000154216516000006 |
|
Q4 2015
|
74 |
166,176 |
VWO, MSD, SCHE, LEA
|
13F-HR
|
2/11/2016 |
000154216516000005 |
|
Q3 2015
|
95 |
203,739 |
VWO, SCHE, EMD, LEA
|
13F-HR
|
11/13/2015 |
000154216515000004 |
|
Q2 2015
|
97 |
238,969 |
SUNEQ, SCHE, VWO, LEA
|
13F-HR
|
8/14/2015 |
000154216515000003 |
|
Q1 2015
|
88 |
2,157,099 |
SCHE, VWO, MSD, LEA
|
13F-HR
|
5/14/2015 |
000154216515000002 |
|
Q4 2014
|
92 |
2,067,667 |
SCHE, VWO, MSD, SUNEQ
|
13F-HR
|
2/13/2015 |
000154216515000001 |
|
Q3 2014
|
95 |
1,992,418 |
SCHE, VWO, NVDA, MSD
|
13F-HR
|
11/10/2014 |
000154216514000004 |
|
Q2 2014
|
90 |
196,187 |
SCHE, VWO, ANTM, LEA
|
13F-HR
|
8/13/2014 |
000154216514000003 |
|
Q1 2014
|
81 |
189,942 |
SCHE, NVDA, MSD, ANTM
|
13F-HR
|
5/13/2014 |
000154216514000002 |
|
Q4 2013
|
77 |
176,689 |
SCHE, MSD, GCI, ANTM
|
13F-HR
|
2/7/2014 |
000154216514000001 |