en-us Thu, 22 Oct 2009 11:09:12 -0700 CVA CVA Mon, 08 Jun 2009 01:36:59 -0700 ACM CVA ACM,CVA Fri, 27 Feb 2009 10:30:31 -0800 CVA CVA Wed, 10 Dec 2008 01:25:29 -0800 CVA CVA Thu, 23 Oct 2008 20:13:15 -0700 CVA CVA Thu, 21 Aug 2008 04:17:14 -0700 ABT AMD AXP AMT AMP APC AAPL AN BAX BEAS BNI CA CDNS SCHW KO COP CVA CSX CVS CY DST BAGL ETR EXPE EXH FAST FSLR FISV GOOG TV HMA HLX HPQ HRZ IGT JNJ KFT LINE MDC M MRVL MA MHP MNT MGM MSFT MIL MON MCO MSM NWS JWN NTRS NRG ORLY ODP ORCL PDLI PHG PG QCOM DGX RJF RTN RJET RIMM SAI SD SBAC BID S SYMC TGT THRX TDG TRMK UPS UTX UNH URS V WLP WFC WSC WYE XTO YHOO ABT,AMD,AXP,AMT,AMP,APC,AAPL,AN,BAX,BEAS,BNI,CA,CDNS,SCHW,KO,COP,CVA,CSX,CVS,CY,DST,BAGL,ETR,EXPE,EXH,FAST,FSLR,FISV,GOOG,TV,HMA,HLX,HPQ,HRZ,IGT,JNJ,KFT,LINE,MDC,M,MRVL,MA,MHP,MNT,MGM,MSFT,MIL,MON,MCO,MSM,NWS,JWN,NTRS,NRG,ORLY,ODP,ORCL,PDLI,PHG,PG,QCOM,DGX,RJF,RTN,RJET,RIMM,SAI,SD,SBAC,BID,S,SYMC,TGT,THRX,TDG,TRMK,UPS,UTX,UNH,URS,V,WLP,WFC,WSC,WYE,XTO,YHOO $100 million AUM assets under management are required to report to the SEC their holdings from the previous quarter. I check these 13F filings quarterly just to get a sense as to where these funds are...]]> Tue, 19 Aug 2008 10:15:31 -0700 AMZN AXP APC AAPL BARE BNI SCHW CFC CVA CROX FNM GDP GOOG TV MIL NFLX NTRI TGT V VMC WMT WYE AMZN,AXP,APC,AAPL,BARE,BNI,SCHW,CFC,CVA,CROX,FNM,GDP,GOOG,TV,MIL,NFLX,NTRI,TGT,V,VMC,WMT,WYE Wed, 30 Jul 2008 11:57:10 -0700 CVA CVA Fri, 25 Apr 2008 12:07:35 -0700 CVA CVA Tue, 04 Mar 2008 02:48:55 -0800 CVA CVA