|
Q3 2025
|
323 |
632,732 |
IVV, DYNF, GAUG, QUAL
|
13F-HR
|
10/22/2025 |
000121390025101113 |
|
Q2 2025
|
295 |
549,585 |
IVV, QUAL, GNOV, DYNF
|
13F-HR
|
7/14/2025 |
000121390025063702 |
|
Q1 2025
|
276 |
515,873 |
IVV, QUAL, GNOV, DYNF
|
13F-HR
|
5/5/2025 |
000121390025039607 |
|
Q4 2024
|
276 |
563,016 |
IVV, GNOV, QUAL, DYNF
|
13F-HR
|
1/23/2025 |
000121390025005821 |
|
Q3 2024
|
273 |
534,323 |
IVV, QUAL, GNOV, TBIL
|
13F-HR
|
10/18/2024 |
000121390024088867 |
|
Q2 2024
|
244 |
486,275 |
IVV, TBIL, QUAL, GNOV
|
13F-HR
|
8/2/2024 |
000121390024064624 |
|
Q1 2024
|
275 |
598,371 |
IVV, QUAL, TBIL, CTAS
|
RESTATEMENT
|
5/15/2024 |
000121390024043516 |
|
Q4 2023
|
214 |
455,098 |
IVV, TBIL, QUAL, CTAS
|
13F-HR
|
2/13/2024 |
000121390024013205 |
|
Q3 2023
|
179 |
371,160 |
IVV, TBIL, QUAL, CTAS
|
13F-HR
|
11/14/2023 |
000121390023087162 |
|
Q2 2023
|
158 |
362,305 |
IVV, TBIL, QUAL, CTAS
|
13F-HR
|
8/14/2023 |
000121390023067345 |
|
Q1 2023
|
164 |
338,391 |
IVV, TBIL, CTAS, QUAL
|
13F-HR
|
6/21/2023 |
000121390023050627 |
|
Q4 2022
|
150 |
301,256 |
IVV, TBIL, Blackstone Secured Lending, SPY
|
13F-HR
|
1/10/2023 |
000104966223000001 |
|
Q3 2022
|
144 |
236,364 |
IVV, PGR, SPY, Blackstone Secured Lending
|
13F-HR
|
10/31/2022 |
000104966222000003 |
|
Q2 2022
|
120 |
210,203 |
IVV, PGR, SPY, ACWI
|
13F-HR
|
8/15/2022 |
000193234222000002 |
|
Q1 2022
|
148 |
271,763 |
IVV, PGR, COMT, SPY
|
13F-HR
|
4/29/2022 |
000104966222000002 |
|
Q4 2021
|
157 |
244,704 |
IVV, PGR, SPY, COMT
|
13F-HR
|
2/2/2022 |
000104966222000001 |
|
Q3 2021
|
156 |
318,721 |
IVV, Avalara Inc, PGR, CTAS
|
13F-HR
|
11/12/2021 |
000104966221000004 |
|
Q2 2021
|
163 |
311,758 |
IVV, Avalara Inc, PGR, AAPL
|
13F-HR
|
8/9/2021 |
000104966221000003 |
|
Q1 2021
|
165 |
313,402 |
IVV, Avalara Inc, PGR, AAPL
|
13F-HR
|
5/17/2021 |
000104966221000002 |