MM
Mitchell M ZaisExec
Level II Department of Education · 2020-03 → 2020-09
- Chamber
- Executive branch
- Agency
- Department of Education
- Party
- —
- State
- —
- Trades
- 84 (70 buys · 14 sells)
- Estimated volume
- $697K
- Late filings
- 100% (66 of 84)
- Median filing lag
- 207 days
- Outperformance rank
- #121 of 143 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $847K
- from $464K cost
- Estimated gain
- +$383K
- Up 82%
- Versus the S&P 500
- -$267K
- SPY would hold $1.1M
- Positions
- 22
- from 58 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | AVGOBroadcom, Inc. | 2020-06-22 | $24K | $226K | +843% | 27% |
| 2 | COPConocoPhillips | 2020-06-22 | $24K | $77K | +219% | 9% |
| 3 | VEVRXVictory Sycamore Established Value Fund Class R6 Shares | 2020-03-25 | $32K | $52K | +63% | 6% |
| 4 | VGIAXVanguard Growth & Income Fund Admiral Shares | 2020-05-06 | $32K | $46K | +45% | 5% |
| 5 | QSPRXAQR Style Premia Alternative Fund Class R6 Shares | 2020-04-24 | $24K | $38K | +59% | 4% |
| 6 | UMAFXUSAA Managed Allocation Fund | 2020-05-06 | $32K | $37K | +14% | 4% |
| 7 | UIINXUSAA Income Fund Institutional Shares | 2020-04-24 | $40K | $34K | -16% | 4% |
| 8 | BCOIXBaird Core Plus Bond Fund Institutional Class Shares | 2020-04-24 | $40K | $33K | -17% | 4% |
| 9 | ABEYXAmerican Beacon International Equity Fund Class Y Shares | 2020-05-06 | $24K | $33K | +37% | 4% |
| 10 | HSYThe Hershey Co. (HSY) See Endnote | 2020-06-22 | $24K | $33K | +36% | 4% |
| 11 | TRVThe Travelers Cos., Inc. | 2020-04-02 | $8K | $33K | +307% | 4% |
| 12 | AHLIXAmerican Beacon AHL Managed Futures Strategy Fund Class R5 Shares | 2020-04-24 | $32K | $31K | -2% | 4% |
| 13 | GICIXGoldman Sachs International Small Cap Insights Fund | 2020-05-06 | $16K | $30K | +86% | 4% |
| 14 | GICUXGoldman Sachs International Small Cap Insights Fund Class R6 Shares | 2020-06-12 | $16K | $26K | +64% | 3% |
| 15 | HLMIXHarding Loevner International Equity Portfolio | 2020-05-06 | $16K | $25K | +53% | 3% |
Showing top 15 of 22 positions by value
Trades that mattered most
These 8 buys explain 36% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom, Inc. | 2020-06-24 | 6.4y | $1K-15K | +857% | +715% | |
| 2 | AVGO | Broadcom, Inc. | 2020-06-22 | 6.4y | $1K-15K | +837% | +700% | |
| 3 | AVGO | Broadcom, Inc. This is a duplicated reported entry. This transaction was previously reported on the transaction report submitted on 7/27/2020. | 2020-06-22 | 6.4y | $1K-15K | +837% | +700% | |
| 4 | EMB | iSharesJPMorgan USDEmerging Markets Bond ETF | 2020-04-03 | 6.6y | $1K-15K | -4% | -200% | |
| 5 | TSN | Tyson Foods, Inc. | 2020-04-02 | 6.6y | $1K-15K | +10% | -182% | |
| 6 | BCOIX | Baird Core Plus Bond Fund Institutional Class Shares | 2020-04-24 | 6.5y | $1K-15K | -16% | -176% | |
| 7 | BCOIX | Baird Core Plus Bond Fund Institutional Class Shares | 2020-05-06 | 6.5y | $1K-15K | -15% | -174% | |
| 8 | UIINX | USAA Income Fund Institutional Shares | 2020-04-24 | 6.5y | $1K-15K | -14% | -174% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | AVGO | 3 | 3/0 | 3 of 3 | +843% | +138% |
| 2 | BCOIX | 5 | 5/0 | 0 of 5 | -17% | +145% |
| 3 | UIINX | 5 | 5/0 | 0 of 5 | -16% | +145% |
| 4 | AHLIX | 4 | 4/0 | 0 of 4 | -2% | +144% |
| 5 | UISBX | 3 | 3/0 | 0 of 3 | -2% | +139% |
| 6 | VGIAX | 4 | 4/0 | 0 of 4 | +45% | +141% |
| 7 | VEVRX | 4 | 4/0 | 0 of 4 | +63% | +154% |
| 8 | T | 2 | 2/0 | 0 of 2 | -0% | +157% |
| 9 | ABEYX | 4 | 3/1 | 0 of 3 | +37% | +139% |
| 10 | HSY | 3 | 3/0 | 0 of 3 | +36% | +137% |
| 11 | COP | 3 | 3/0 | 3 of 3 | +219% | +138% |
| 12 | QSPRX | 3 | 3/0 | 0 of 3 | +59% | +140% |
| 13 | HLMIX | 2 | 2/0 | 0 of 2 | +53% | +154% |
| 14 | EMB | 1 | 1/0 | 0 of 1 | -4% | +196% |
| 15 | TSN | 1 | 1/0 | 0 of 1 | +10% | +192% |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Sep 2020 | 14 | 1 |
| Jul 2020 | 2 | 0 |
| Jun 2020 | 21 | 3 |
| May 2020 | 21 | 3 |
| Apr 2020 | 9 | 5 |
| Mar 2020 | 3 | 2 |
Buys and sells per month as a CSV, by the month they were made.
All trades
84 of 84
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-134.7% vs SPY
BCOIXBaird Core Plus Bond Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-134.6% vs SPY
UIINXUSAA Income Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-119.4% vs SPY
UISBXUSAA Short-Term Bond Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-92.4% vs SPY
ABEYXAmerican Beacon International Equity Fund Class Y Shares
QSERXAQR Small Cap Multi-Style Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-86.3% vs SPY
VGIAXVanguard Growth & Income Fund Admiral Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-119.6% vs SPY
AHLIXAmerican Beacon AHL Managed Futures Strategy Fund Class R5 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-55.5% vs SPY
QSPRXAQR Style Premia Alternative Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-62.5% vs SPY
GICUXGoldman Sachs International Small Cap Insights Fund Class R6 Shares
HLIZXHarding Loevner International Equity Portfolio Institutional Class Z Shares
HHHFXHartford Schroders Emerging Markets Equity Fund Class F Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-14.0% vs SPY
UMAFXUSAA Managed Allocation Fund
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-75.9% vs SPY
VEVRXVictory Sycamore Established Value Fund Class R6 Shares
DEMIXDelaware Emerging Markets Fund Institutional Class Shares
PEIFXPIMCO RAEEmerging Markets Fund Institutional Class Shares
ISTBiShares Core 1-5 Year USD Bond ETF
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-128.3% vs SPY
VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares
RTXAXRussell Tax-Managed Real Assets Fund Class A Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+714.9% vs SPY
AVGOBroadcom, Inc.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+90.6% vs SPY
COPConocoPhillips
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+700.0% vs SPY
AVGOBroadcom, Inc. (AVGO) See Endnote
This is a duplicated reported entry. This transaction was previously reported on the transaction report submitted on 7/27/2020.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+76.1% vs SPY
COPConocoPhillips (COP) See Endnote
This is a duplicated reported entry. This transaction was previously reported on the transaction report submitted on 7/27/2020.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-100.3% vs SPY
HSYThe Hershey Co. (HSY) See Endnote
This is a duplicated reported entry. This transaction was previously reported on the transaction report submitted on 7/27/2020.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-100.3% vs SPY
HSYThe Hershey Co. (HSY) See Endnote
This is a duplicated reported entry. This transaction was previously reported on the transaction report submitted on 7/27/2020.
RTXAXRussell Tax-Managed Real Assets Fund Class A Shares
SWGXXSchwab Government Money Fund Sweep Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-164.9% vs SPY
BCOIXBaird Core Plus Bond Fund
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-66.6% vs SPY
GICIXGoldman Sachs International Small Cap Insights Fund
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-96.2% vs SPY
HLMIXHarding Loevner International Equity Portfolio
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-22.9% vs SPY
UMAFXUSAA Managed Allocation Fund
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-163.5% vs SPY
UIINXUSAA Income Fund Institutional Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-100.2% vs SPY
VGIAXVanguard Growth & Income Fund Admiral Shares
GETGXVictory Sycamore Established Value Fund Class R Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-157.8% vs SPY
TAT&T INC COM USD1 (T)
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
+184.4% vs SPY
AAPLApple INC Com
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-116.5% vs SPY
BABoeing co com
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-157.4% vs SPY
TAT&T INC COM USD1 (T)
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
+183.3% vs SPY
AAPLApple, Inc.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-162.3% vs SPY
AHLIXAmerican Beacon AHL Managed Futures Strategy F
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-174.1% vs SPY
BCOIXBaird Core Plus Bond
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-68.8% vs SPY
GICIXGoldman Sachs International Small Cap Insights Fund
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-105.2% vs SPY
HLMIXHarding Loevner International Equity Portfolio
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-25.3% vs SPY
UMAFXUSAA Managed Allocation Fund
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-172.7% vs SPY
UIINXUSAA Income Fund Institutional Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-104.0% vs SPY
VGIAXVanguard Growth and Income Fund Admiral Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-89.4% vs SPY
VEVRXVictory Sycamore Established Value Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-106.7% vs SPY
ABEYXAmerican Beacon International Equity Fund Class Y
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-106.1% vs SPY
QSPRXAQR Style Premia Alternative Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-164.3% vs SPY
AHLIXAmerican Beacon AHL Managed Futures Strategy Fund Class R5 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-175.7% vs SPY
BCOIXBaird Core Plus Bond Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-159.6% vs SPY
UISBXUSAA Short-Term Bond Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-174.1% vs SPY
UIINXUSAA Income Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-105.6% vs SPY
ABEYXAmerican Beacon International Equity Fund Class Y Shares
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-67.5% vs SPY
GICUXGoldman Sachs International Small Cap Insights Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-200.1% vs SPY
EMBiSharesJPMorgan USDEmerging Markets Bond ETF
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-96.4% vs SPY
IEFAiShares Core MSCI EAFE ETF
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-107.6% vs SPY
EXCExelon Corporation
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+114.6% vs SPY
TRVThe Travelers Cos., Inc.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-181.8% vs SPY
TSNTyson Foods, Inc.
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
+38.1% vs SPY
DGXQuest Diagnostics, Inc.
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-160.3% vs SPY
WECWEC Energy Group, Inc.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-94.6% vs SPY
IEFAISHARES Trust Core MSCI EAFE ETF
UIHIXUSAA High Income Fund INSTL
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-109.6% vs SPY
VEVRXVictory Sycamore Established Value Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-253.6% vs SPY
IEFISHARES TR Barclays 7 10 YR
QSMLXAQR Small Cap Multi Style FD CL
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+700.0% vs SPY
AVGOBroadcom, Inc.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+76.1% vs SPY
COPConocoPhillips
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-100.3% vs SPY
HSYThe Hershey Co.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-159.0% vs SPY
BCOIXBaird Core Plus Bond Fund Institutional ClassShares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-158.2% vs SPY
UIINXUSAA Income Fund Institutional Shares
UIITXUSAA Intermediate-Term Bond Fund InstitutionalClass Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-143.6% vs SPY
UISBXUSAA Short-Term Bond Fund Institutional ClassShares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-141.2% vs SPY
AHLIXAmerican Beacon AHL Managed Futures StrategyFund Class R5 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-107.2% vs SPY
ABEYXAmerican Beacon International Equity Fund Class YShares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-81.2% vs SPY
QSPRXAQR Style Premia Alternative Fund Class R6Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-68.7% vs SPY
GICUXGoldman Sachs International Small Cap InsightsFund Class R6 Shares
—Harding Loevner International Equity Portfolio
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-21.5% vs SPY
UMAFXUSAA Managed Allocation Fund
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-97.2% vs SPY
VGIAXVanguard Growth & Income Fund Admiral Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-90.0% vs SPY
VEVRXVictory Sycamore Established Value Fund Class R6Shares
—Schwab Government Money Fund
—Schwab Government Money Fund
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
MM Mitchell M Zais Level II Department of Education | Baird Core Plus Bond Fund Institutional Class Shares | Buy | $1K-15K | 2020-09-15 | 2020-12-11 87d | -134.7% | ||
MM Mitchell M Zais Level II Department of Education | USAA Income Fund Institutional Class Shares | Buy | $1K-15K | 2020-09-15 | 2020-12-11 87d | -134.6% | ||
MM Mitchell M Zais Level II Department of Education | USAA Short-Term Bond Fund Institutional Class Shares | Buy | $1K-15K | 2020-09-15 | 2020-12-11 87d | -119.4% | ||
MM Mitchell M Zais Level II Department of Education | American Beacon International Equity Fund Class Y Shares | Buy | $1K-15K | 2020-09-15 | 2020-12-11 87d | -92.4% | ||
MM Mitchell M Zais Level II Department of Education | AQR Small Cap Multi-Style Fund Class R6 Shares | Buy | $1K-15K | 2020-09-15 | 2020-12-11 87d | — | ||
MM Mitchell M Zais Level II Department of Education | Vanguard Growth & Income Fund Admiral Shares | Buy | $1K-15K | 2020-09-15 | 2020-12-11 87d | -86.3% | ||
MM Mitchell M Zais Level II Department of Education | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares | Buy | $1K-15K | 2020-09-14 | 2020-12-11 88d | -119.6% | ||
MM Mitchell M Zais Level II Department of Education | AQR Style Premia Alternative Fund Class R6 Shares | Buy | $1K-15K | 2020-09-14 | 2020-12-11 88d | -55.5% | ||
MM Mitchell M Zais Level II Department of Education | Goldman Sachs International Small Cap Insights Fund Class R6 Shares | Buy | $1K-15K | 2020-09-14 | 2020-12-11 88d | -62.5% | ||
MM Mitchell M Zais Level II Department of Education | Harding Loevner International Equity Portfolio Institutional Class Z Shares | Buy | $1K-15K | 2020-09-14 | 2020-12-11 88d | — | ||
MM Mitchell M Zais Level II Department of Education | Hartford Schroders Emerging Markets Equity Fund Class F Shares | Buy | $1K-15K | 2020-09-14 | 2020-12-11 88d | — | ||
MM Mitchell M Zais Level II Department of Education | USAA Managed Allocation Fund | Buy | $1K-15K | 2020-09-14 | 2020-12-11 88d | -14.0% | ||
MM Mitchell M Zais Level II Department of Education | Victory Sycamore Established Value Fund Class R6 Shares | Buy | $1K-15K | 2020-09-14 | 2020-12-11 88d | -75.9% | ||
MM Mitchell M Zais Level II Department of Education | Delaware Emerging Markets Fund Institutional Class Shares | Buy | $1K-15K | 2020-09-09 | 2020-12-11 93d | — | ||
MM Mitchell M Zais Level II Department of Education | PIMCO RAEEmerging Markets Fund Institutional Class Shares | Sell | $1K-15K | 2020-09-08 | 2020-12-11 94d | — | ||
MM Mitchell M Zais Level II Department of Education | iShares Core 1-5 Year USD Bond ETF | Buy | $1K-15K | 2020-07-24 | 2020-12-11 140d | — | ||
MM Mitchell M Zais Level II Department of Education | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares | Buy | $1K-15K | 2020-07-22 | 2020-12-11 142d | -128.3% | ||
MM Mitchell M Zais Level II Department of Education | Russell Tax-Managed Real Assets Fund Class A Shares | Sell | $1K-15K | 2020-06-24 | 2020-12-11 170d | — | ||
MM Mitchell M Zais Level II Department of Education | Broadcom, Inc. | Buy | $1K-15K | 2020-06-24 | 2020-12-11 170d | +714.9% | ||
MM Mitchell M Zais Level II Department of Education | ConocoPhillips | Buy | $1K-15K | 2020-06-24 | 2020-12-11 170d | +90.6% | ||
MM Mitchell M Zais Level II Department of Education | Broadcom, Inc. (AVGO) See Endnote This is a duplicated reported entry. This transaction was previously reported on the transaction report submitted on 7/27/2020. | Buy | $1K-15K | 2020-06-22 | 2020-12-11 172d | +700.0% | ||
MM Mitchell M Zais Level II Department of Education | ConocoPhillips (COP) See Endnote This is a duplicated reported entry. This transaction was previously reported on the transaction report submitted on 7/27/2020. | Buy | $1K-15K | 2020-06-22 | 2020-12-11 172d | +76.1% | ||
MM Mitchell M Zais Level II Department of Education | The Hershey Co. (HSY) See Endnote This is a duplicated reported entry. This transaction was previously reported on the transaction report submitted on 7/27/2020. | Buy | $1K-15K | 2020-06-22 | 2020-12-11 172d | -100.3% | ||
MM Mitchell M Zais Level II Department of Education | The Hershey Co. (HSY) See Endnote This is a duplicated reported entry. This transaction was previously reported on the transaction report submitted on 7/27/2020. | Buy | $1K-15K | 2020-06-22 | 2020-12-11 172d | -100.3% | ||
MM Mitchell M Zais Level II Department of Education | Russell Tax-Managed Real Assets Fund Class A Shares | Sell | $1K-15K | 2020-06-22 | 2020-12-11 172d | — | ||
MM Mitchell M Zais Level II Department of Education | Schwab Government Money Fund Sweep Class Shares | Buy | $1K-15K | 2020-05-27 | 2020-12-11 198d | — | ||
MM Mitchell M Zais Level II Department of Education | Baird Core Plus Bond Fund | Buy | $1K-15K | 2020-05-18 | 2020-12-11 207d | -164.9% | ||
MM Mitchell M Zais Level II Department of Education | Goldman Sachs International Small Cap Insights Fund | Buy | $1K-15K | 2020-05-18 | 2020-12-11 207d | -66.6% | ||
MM Mitchell M Zais Level II Department of Education | Harding Loevner International Equity Portfolio | Buy | $1K-15K | 2020-05-18 | 2020-12-11 207d | -96.2% | ||
MM Mitchell M Zais Level II Department of Education | USAA Managed Allocation Fund | Buy | $1K-15K | 2020-05-18 | 2020-12-11 207d | -22.9% | ||
MM Mitchell M Zais Level II Department of Education | USAA Income Fund Institutional Shares | Buy | $1K-15K | 2020-05-18 | 2020-12-11 207d | -163.5% | ||
MM Mitchell M Zais Level II Department of Education | Vanguard Growth & Income Fund Admiral Shares | Buy | $1K-15K | 2020-05-18 | 2020-12-11 207d | -100.2% | ||
MM Mitchell M Zais Level II Department of Education | Victory Sycamore Established Value Fund Class R Shares | Buy | $1K-15K | 2020-05-18 | 2020-12-11 207d | — | ||
MM Mitchell M Zais Level II Department of Education | AT&T INC COM USD1 (T) | Buy | $1K-15K | 2020-05-14 | 2020-12-11 211d | -157.8% | ||
MM Mitchell M Zais Level II Department of Education | Apple INC Com | Sell | $1K-15K | 2020-05-14 | 2020-12-11 211d | +184.4% | ||
MM Mitchell M Zais Level II Department of Education | Boeing co com | Sell | $1K-15K | 2020-05-14 | 2020-12-11 211d | -116.5% | ||
MM Mitchell M Zais Level II Department of Education | AT&T INC COM USD1 (T) | Buy | $1K-15K | 2020-05-12 | 2020-12-11 213d | -157.4% | ||
MM Mitchell M Zais Level II Department of Education | Apple, Inc. | Sell | $1K-15K | 2020-05-12 | 2020-12-11 213d | +183.3% | ||
MM Mitchell M Zais Level II Department of Education | American Beacon AHL Managed Futures Strategy F | Buy | $1K-15K | 2020-05-06 | 2020-12-11 219d | -162.3% | ||
MM Mitchell M Zais Level II Department of Education | Baird Core Plus Bond | Buy | $1K-15K | 2020-05-06 | 2020-12-11 219d | -174.1% | ||
MM Mitchell M Zais Level II Department of Education | Goldman Sachs International Small Cap Insights Fund | Buy | $1K-15K | 2020-05-06 | 2020-12-11 219d | -68.8% | ||
MM Mitchell M Zais Level II Department of Education | Harding Loevner International Equity Portfolio | Buy | $1K-15K | 2020-05-06 | 2020-12-11 219d | -105.2% | ||
MM Mitchell M Zais Level II Department of Education | USAA Managed Allocation Fund | Buy | $1K-15K | 2020-05-06 | 2020-12-11 219d | -25.3% | ||
MM Mitchell M Zais Level II Department of Education | USAA Income Fund Institutional Shares | Buy | $1K-15K | 2020-05-06 | 2020-12-11 219d | -172.7% | ||
MM Mitchell M Zais Level II Department of Education | Vanguard Growth and Income Fund Admiral Shares | Buy | $1K-15K | 2020-05-06 | 2020-12-11 219d | -104.0% | ||
MM Mitchell M Zais Level II Department of Education | Victory Sycamore Established Value Fund Class R6 Shares | Buy | $1K-15K | 2020-05-06 | 2020-12-11 219d | -89.4% | ||
MM Mitchell M Zais Level II Department of Education | American Beacon International Equity Fund Class Y | Buy | $1K-15K | 2020-05-06 | 2020-12-11 219d | -106.7% | ||
MM Mitchell M Zais Level II Department of Education | AQR Style Premia Alternative Fund Class R6 Shares | Buy | $1K-15K | 2020-04-24 | 2020-12-11 231d | -106.1% | ||
MM Mitchell M Zais Level II Department of Education | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares | Buy | $1K-15K | 2020-04-24 | 2020-12-11 231d | -164.3% | ||
MM Mitchell M Zais Level II Department of Education | Baird Core Plus Bond Fund Institutional Class Shares | Buy | $1K-15K | 2020-04-24 | 2020-12-11 231d | -175.7% | ||
MM Mitchell M Zais Level II Department of Education | USAA Short-Term Bond Fund Institutional Class Shares | Buy | $1K-15K | 2020-04-24 | 2020-12-11 231d | -159.6% | ||
MM Mitchell M Zais Level II Department of Education | USAA Income Fund Institutional Class Shares | Buy | $1K-15K | 2020-04-24 | 2020-12-11 231d | -174.1% | ||
MM Mitchell M Zais Level II Department of Education | American Beacon International Equity Fund Class Y Shares | Sell | $1K-15K | 2020-04-24 | 2020-12-11 231d | -105.6% | ||
MM Mitchell M Zais Level II Department of Education | Goldman Sachs International Small Cap Insights Fund Class R6 Shares | Sell | $1K-15K | 2020-04-24 | 2020-12-11 231d | -67.5% | ||
MM Mitchell M Zais Level II Department of Education | iSharesJPMorgan USDEmerging Markets Bond ETF | Buy | $1K-15K | 2020-04-03 | 2020-12-11 252d | -200.1% | ||
MM Mitchell M Zais Level II Department of Education | iShares Core MSCI EAFE ETF | Sell | $1K-15K | 2020-04-03 | 2020-12-11 252d | -96.4% | ||
MM Mitchell M Zais Level II Department of Education | Exelon Corporation | Buy | $1K-15K | 2020-04-02 | 2020-12-11 253d | -107.6% | ||
MM Mitchell M Zais Level II Department of Education | The Travelers Cos., Inc. | Buy | $1K-15K | 2020-04-02 | 2020-12-11 253d | +114.6% | ||
MM Mitchell M Zais Level II Department of Education | Tyson Foods, Inc. | Buy | $1K-15K | 2020-04-02 | 2020-12-11 253d | -181.8% | ||
MM Mitchell M Zais Level II Department of Education | Quest Diagnostics, Inc. | Sell | $1K-15K | 2020-04-02 | 2020-12-11 253d | +38.1% | ||
MM Mitchell M Zais Level II Department of Education | WEC Energy Group, Inc. | Sell | $1K-15K | 2020-04-02 | 2020-12-11 253d | -160.3% | ||
MM Mitchell M Zais Level II Department of Education | ISHARES Trust Core MSCI EAFE ETF | Buy | $1K-15K | 2020-03-26 | 2020-12-11 260d | -94.6% | ||
MM Mitchell M Zais Level II Department of Education | USAA High Income Fund INSTL | Buy | $1K-15K | 2020-03-25 | 2020-12-11 261d | — | ||
MM Mitchell M Zais Level II Department of Education | Victory Sycamore Established Value Fund Class R6 Shares | Buy | $1K-15K | 2020-03-25 | 2020-12-11 261d | -109.6% | ||
MM Mitchell M Zais Level II Department of Education | ISHARES TR Barclays 7 10 YR | Sell | $1K-15K | 2020-03-21 | 2020-12-11 265d | -253.6% | ||
MM Mitchell M Zais Level II Department of Education | AQR Small Cap Multi Style FD CL | Sell | $1K-15K | 2020-03-19 | 2020-12-11 267d | — | ||
MM Mitchell M Zais Level II Department of Education | Raytheon Co. | Sell | $1K-15K | 2020-06-22 | 2020-08-27 | — | ||
MM Mitchell M Zais Level II Department of Education | Broadcom, Inc. | Buy | $1K-15K | 2020-06-22 | 2020-08-27 | +700.0% | ||
MM Mitchell M Zais Level II Department of Education | ConocoPhillips | Buy | $1K-15K | 2020-06-22 | 2020-08-27 | +76.1% | ||
MM Mitchell M Zais Level II Department of Education | The Hershey Co. | Buy | $1K-15K | 2020-06-22 | 2020-08-27 | -100.3% | ||
MM Mitchell M Zais Level II Department of Education | Baird Core Plus Bond Fund Institutional ClassShares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | -159.0% | ||
MM Mitchell M Zais Level II Department of Education | USAA Income Fund Institutional Shares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | -158.2% | ||
MM Mitchell M Zais Level II Department of Education | USAA Intermediate-Term Bond Fund InstitutionalClass Shares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | — | ||
MM Mitchell M Zais Level II Department of Education | USAA Short-Term Bond Fund Institutional ClassShares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | -143.6% | ||
MM Mitchell M Zais Level II Department of Education | American Beacon AHL Managed Futures StrategyFund Class R5 Shares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | -141.2% | ||
MM Mitchell M Zais Level II Department of Education | American Beacon International Equity Fund Class YShares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | -107.2% | ||
MM Mitchell M Zais Level II Department of Education | AQR Style Premia Alternative Fund Class R6Shares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | -81.2% | ||
MM Mitchell M Zais Level II Department of Education | Goldman Sachs International Small Cap InsightsFund Class R6 Shares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | -68.7% | ||
MM Mitchell M Zais Level II Department of Education | — | Harding Loevner International Equity Portfolio | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | — | |
MM Mitchell M Zais Level II Department of Education | USAA Managed Allocation Fund | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | -21.5% | ||
MM Mitchell M Zais Level II Department of Education | Vanguard Growth & Income Fund Admiral Shares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | -97.2% | ||
MM Mitchell M Zais Level II Department of Education | Victory Sycamore Established Value Fund Class R6Shares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | -90.0% | ||
MM Mitchell M Zais Level II Department of Education | — | Schwab Government Money Fund | Buy | $15K-50K | 2020-05-27 | 2020-08-27 | — | |
MM Mitchell M Zais Level II Department of Education | — | Schwab Government Money Fund | Buy | $1K-15K | 2020-05-27 | 2020-08-27 | — |