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
- #112 of 142 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
- $878K
- from $456K cost
- Estimated gain
- +$422K
- Up 93%
- Versus the S&P 500
- -$266K
- SPY would hold $1.1M
- Positions
- 21
- from 57 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | AVGOBroadcom, Inc. | 2020-06-22 | $24K | $274K | +1041% | 31% |
| 2 | COPConocoPhillips | 2020-06-22 | $24K | $71K | +197% | 8% |
| 3 | VEVRXVictory Sycamore Established Value Fund Class R6 Shares | 2020-03-25 | $32K | $49K | +54% | 6% |
| 4 | VGIAXVanguard Growth & Income Fund Admiral Shares | 2020-05-06 | $32K | $49K | +53% | 6% |
| 5 | QSPRXAQR Style Premia Alternative Fund Class R6 Shares | 2020-04-24 | $24K | $39K | +62% | 4% |
| 6 | UMAFXUSAA Managed Allocation Fund | 2020-05-06 | $32K | $37K | +14% | 4% |
| 7 | AHLIXAmerican Beacon AHL Managed Futures Strategy Fund Class R5 Shares | 2020-04-24 | $32K | $33K | +4% | 4% |
| 8 | UIINXUSAA Income Fund Institutional 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 | BCOIXBaird Core Plus Bond Fund Institutional Class Shares | 2020-04-24 | $40K | $33K | -18% | 4% |
| 11 | GICIXGoldman Sachs International Small Cap Insights Fund | 2020-05-06 | $16K | $31K | +92% | 3% |
| 12 | TRVThe Travelers Cos., Inc. | 2020-04-02 | $8K | $30K | +271% | 3% |
| 13 | HSYThe Hershey Co. (HSY) See Endnote | 2020-06-22 | $24K | $29K | +23% | 3% |
| 14 | GICUXGoldman Sachs International Small Cap Insights Fund Class R6 Shares | 2020-06-12 | $16K | $27K | +69% | 3% |
| 15 | HLMIXHarding Loevner International Equity Portfolio | 2020-05-06 | $16K | $25K | +59% | 3% |
Showing top 15 of 21 positions by value
Trades that mattered most
These 8 buys explain 40% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom, Inc. | 2020-06-24 | 6.3y | $1K-15K | +1057% | +904% | |
| 2 | AVGO | Broadcom, Inc. | 2020-06-22 | 6.3y | $1K-15K | +1033% | +885% | |
| 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 | 6.3y | $1K-15K | +1033% | +885% | |
| 4 | EMB | iSharesJPMorgan USDEmerging Markets Bond ETF | 2020-04-03 | 6.5y | $1K-15K | -6% | -216% | |
| 5 | TSN | Tyson Foods, Inc. | 2020-04-02 | 6.5y | $1K-15K | -4% | -210% | |
| 6 | BCOIX | Baird Core Plus Bond Fund Institutional Class Shares | 2020-04-24 | 6.4y | $1K-15K | -18% | -190% | |
| 7 | BCOIX | Baird Core Plus Bond Fund Institutional Class Shares | 2020-05-06 | 6.4y | $1K-15K | -17% | -188% | |
| 8 | UIINX | USAA Income Fund Institutional Shares | 2020-04-24 | 6.4y | $1K-15K | -16% | -188% |
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 | +1041% | +150% |
| 2 | BCOIX | 5 | 5/0 | 0 of 5 | -18% | +157% |
| 3 | UIINX | 5 | 5/0 | 0 of 5 | -17% | +157% |
| 4 | AHLIX | 4 | 4/0 | 0 of 4 | +4% | +156% |
| 5 | UISBX | 3 | 3/0 | 0 of 3 | -2% | +150% |
| 6 | VEVRX | 4 | 4/0 | 0 of 4 | +54% | +166% |
| 7 | VGIAX | 4 | 4/0 | 0 of 4 | +53% | +153% |
| 8 | HSY | 3 | 3/0 | 0 of 3 | +23% | +148% |
| 9 | ABEYX | 4 | 3/1 | 0 of 3 | +37% | +150% |
| 10 | T | 2 | 2/0 | 0 of 2 | +12% | +169% |
| 11 | QSPRX | 3 | 3/0 | 0 of 3 | +62% | +151% |
| 12 | EMB | 1 | 1/0 | 0 of 1 | -6% | +210% |
| 13 | HLMIX | 2 | 2/0 | 0 of 2 | +59% | +166% |
| 14 | TSN | 1 | 1/0 | 0 of 1 | -4% | +206% |
| 15 | GICIX | 2 | 2/0 | 0 of 2 | +92% | +166% |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
84 of 84
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-146.5% vs SPY
BCOIXBaird Core Plus Bond Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-146.3% vs SPY
UIINXUSAA Income Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-129.9% vs SPY
UISBXUSAA Short-Term Bond Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-102.4% 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
-88.9% vs SPY
VGIAXVanguard Growth & Income Fund Admiral Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-123.3% vs SPY
AHLIXAmerican Beacon AHL Managed Futures Strategy Fund Class R5 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-62.1% vs SPY
QSPRXAQR Style Premia Alternative Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-68.1% 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
-93.3% 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
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
+903.8% vs SPY
AVGOBroadcom, Inc.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+56.1% vs SPY
COPConocoPhillips
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+884.9% 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
+43.2% 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
-125.1% 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
-125.1% 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
-178.3% vs SPY
BCOIXBaird Core Plus Bond Fund
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-72.9% vs SPY
GICIXGoldman Sachs International Small Cap Insights Fund
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-101.9% 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
-176.8% vs SPY
UIINXUSAA Income Fund Institutional Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-103.2% 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
-157.5% vs SPY
TAT&T INC COM USD1 (T)
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
+161.1% vs SPY
AAPLApple INC Com
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-112.1% vs SPY
BABoeing co com
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-157.1% vs SPY
TAT&T INC COM USD1 (T)
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
+160.1% vs SPY
AAPLApple, Inc.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-168.1% vs SPY
AHLIXAmerican Beacon AHL Managed Futures Strategy F
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-188.0% vs SPY
BCOIXBaird Core Plus Bond
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-75.3% vs SPY
GICIXGoldman Sachs International Small Cap Insights Fund
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-111.3% 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
-186.5% vs SPY
UIINXUSAA Income Fund Institutional Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-107.1% vs SPY
VGIAXVanguard Growth and Income Fund Admiral Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-110.1% vs SPY
VEVRXVictory Sycamore Established Value Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-118.6% vs SPY
ABEYXAmerican Beacon International Equity Fund Class Y
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-114.9% vs SPY
QSPRXAQR Style Premia Alternative Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-170.2% vs SPY
AHLIXAmerican Beacon AHL Managed Futures Strategy Fund Class R5 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-189.6% vs SPY
BCOIXBaird Core Plus Bond Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-172.2% vs SPY
UISBXUSAA Short-Term Bond Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-187.9% vs SPY
UIINXUSAA Income Fund Institutional Class Shares
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-117.5% vs SPY
ABEYXAmerican Beacon International Equity Fund Class Y Shares
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-73.9% vs SPY
GICUXGoldman Sachs International Small Cap Insights Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-215.8% vs SPY
EMBiSharesJPMorgan USDEmerging Markets Bond ETF
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-105.6% vs SPY
IEFAiShares Core MSCI EAFE ETF
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-141.0% vs SPY
EXCExelon Corporation
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+65.2% vs SPY
TRVThe Travelers Cos., Inc.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-209.8% vs SPY
TSNTyson Foods, Inc.
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-4.4% vs SPY
DGXQuest Diagnostics, Inc.
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-190.2% vs SPY
WECWEC Energy Group, Inc.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-103.4% 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
-133.1% vs SPY
VEVRXVictory Sycamore Established Value Fund Class R6 Shares
MM
Mitchell M Zais
Level II Department of Education
Sell$1K-15K
-271.3% 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
+884.9% vs SPY
AVGOBroadcom, Inc.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
+43.2% vs SPY
COPConocoPhillips
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-125.1% vs SPY
HSYThe Hershey Co.
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-172.0% vs SPY
BCOIXBaird Core Plus Bond Fund Institutional ClassShares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-171.1% 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
-155.3% vs SPY
UISBXUSAA Short-Term Bond Fund Institutional ClassShares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-145.9% vs SPY
AHLIXAmerican Beacon AHL Managed Futures StrategyFund Class R5 Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-118.3% vs SPY
ABEYXAmerican Beacon International Equity Fund Class YShares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-88.9% vs SPY
QSPRXAQR Style Premia Alternative Fund Class R6Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-74.9% 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
-100.1% vs SPY
VGIAXVanguard Growth & Income Fund Admiral Shares
MM
Mitchell M Zais
Level II Department of Education
Buy$1K-15K
-109.1% 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 | -146.5% | ||
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 | -146.3% | ||
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 | -129.9% | ||
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 | -102.4% | ||
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 | -88.9% | ||
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 | -123.3% | ||
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 | -62.1% | ||
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 | -68.1% | ||
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 | -93.3% | ||
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 | — | ||
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 | +903.8% | ||
MM Mitchell M Zais Level II Department of Education | ConocoPhillips | Buy | $1K-15K | 2020-06-24 | 2020-12-11 | 170d | +56.1% | ||
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 | +884.9% | ||
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 | +43.2% | ||
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 | -125.1% | ||
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 | -125.1% | ||
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 | -178.3% | ||
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 | -72.9% | ||
MM Mitchell M Zais Level II Department of Education | Harding Loevner International Equity Portfolio | Buy | $1K-15K | 2020-05-18 | 2020-12-11 | 207d | -101.9% | ||
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 | -176.8% | ||
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 | -103.2% | ||
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 | -157.5% | ||
MM Mitchell M Zais Level II Department of Education | Apple INC Com | Sell | $1K-15K | 2020-05-14 | 2020-12-11 | 211d | +161.1% | ||
MM Mitchell M Zais Level II Department of Education | Boeing co com | Sell | $1K-15K | 2020-05-14 | 2020-12-11 | 211d | -112.1% | ||
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 | -157.1% | ||
MM Mitchell M Zais Level II Department of Education | Apple, Inc. | Sell | $1K-15K | 2020-05-12 | 2020-12-11 | 213d | +160.1% | ||
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 | -168.1% | ||
MM Mitchell M Zais Level II Department of Education | Baird Core Plus Bond | Buy | $1K-15K | 2020-05-06 | 2020-12-11 | 219d | -188.0% | ||
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 | -75.3% | ||
MM Mitchell M Zais Level II Department of Education | Harding Loevner International Equity Portfolio | Buy | $1K-15K | 2020-05-06 | 2020-12-11 | 219d | -111.3% | ||
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 | -186.5% | ||
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 | -107.1% | ||
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 | -110.1% | ||
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 | -118.6% | ||
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 | -114.9% | ||
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 | -170.2% | ||
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 | -189.6% | ||
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 | -172.2% | ||
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 | -187.9% | ||
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 | -117.5% | ||
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 | -73.9% | ||
MM Mitchell M Zais Level II Department of Education | iSharesJPMorgan USDEmerging Markets Bond ETF | Buy | $1K-15K | 2020-04-03 | 2020-12-11 | 252d | -215.8% | ||
MM Mitchell M Zais Level II Department of Education | iShares Core MSCI EAFE ETF | Sell | $1K-15K | 2020-04-03 | 2020-12-11 | 252d | -105.6% | ||
MM Mitchell M Zais Level II Department of Education | Exelon Corporation | Buy | $1K-15K | 2020-04-02 | 2020-12-11 | 253d | -141.0% | ||
MM Mitchell M Zais Level II Department of Education | The Travelers Cos., Inc. | Buy | $1K-15K | 2020-04-02 | 2020-12-11 | 253d | +65.2% | ||
MM Mitchell M Zais Level II Department of Education | Tyson Foods, Inc. | Buy | $1K-15K | 2020-04-02 | 2020-12-11 | 253d | -209.8% | ||
MM Mitchell M Zais Level II Department of Education | Quest Diagnostics, Inc. | Sell | $1K-15K | 2020-04-02 | 2020-12-11 | 253d | -4.4% | ||
MM Mitchell M Zais Level II Department of Education | WEC Energy Group, Inc. | Sell | $1K-15K | 2020-04-02 | 2020-12-11 | 253d | -190.2% | ||
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 | -103.4% | ||
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 | -133.1% | ||
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 | -271.3% | ||
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 | — | +884.9% | ||
MM Mitchell M Zais Level II Department of Education | ConocoPhillips | Buy | $1K-15K | 2020-06-22 | 2020-08-27 | — | +43.2% | ||
MM Mitchell M Zais Level II Department of Education | The Hershey Co. | Buy | $1K-15K | 2020-06-22 | 2020-08-27 | — | -125.1% | ||
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 | — | -172.0% | ||
MM Mitchell M Zais Level II Department of Education | USAA Income Fund Institutional Shares | Buy | $1K-15K | 2020-06-12 | 2020-08-27 | — | -171.1% | ||
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 | — | -155.3% | ||
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 | — | -145.9% | ||
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 | — | -118.3% | ||
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 | — | -88.9% | ||
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 | — | -74.9% | ||
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 | — | -100.1% | ||
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 | — | -109.1% | ||
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 | — | — |