|
Q1 2025
|
82 |
513,993 |
IVV, IDEV, IVE, AGG
|
13F-HR
|
4/22/2025 |
000105301325000004 |
|
Q4 2024
|
86 |
544,847 |
IVV, IDEV, IVE, AGG
|
13F-HR
|
1/30/2025 |
000105301325000002 |
|
Q3 2024
|
88 |
547,386 |
IVV, IDEV, IVE, AGG
|
13F-HR
|
10/24/2024 |
000105301324000010 |
|
Q2 2024
|
89 |
525,717 |
IVV, IVE, IDEV, AGG
|
13F-HR
|
7/11/2024 |
000105301324000006 |
|
Q1 2024
|
96 |
535,758 |
IVV, IVE, IDEV, AGG
|
13F-HR
|
4/19/2024 |
000105301324000004 |
|
Q4 2023
|
98 |
521,274 |
IVV, IVE, IDEV, AGG
|
13F-HR
|
1/24/2024 |
000105301324000002 |
|
Q3 2023
|
97 |
477,591 |
IVV, IVE, IDEV, AGG
|
13F-HR
|
10/30/2023 |
000105301323000012 |
|
Q2 2023
|
95 |
515,415 |
IVV, IVE, IDEV, AGG
|
13F-HR
|
8/11/2023 |
000105301323000009 |
|
Q1 2023
|
99 |
497,361 |
IVV, IVE, IDEV, AGG
|
13F-HR
|
4/25/2023 |
000105301323000005 |
|
Q4 2022
|
95 |
431,443 |
IVV, IVE, AGG, SPY
|
13F-HR
|
2/6/2023 |
000105301323000003 |
|
Q3 2022
|
100 |
431,620 |
IVV, IVE, AGG, IVW
|
13F-HR
|
10/24/2022 |
000105301322000008 |
|
Q2 2022
|
106 |
451,989 |
IVV, AGG, IVE, SPY
|
13F-HR
|
7/15/2022 |
000105301322000006 |
|
Q1 2022
|
104 |
516,798 |
IVV, AGG, IVE, IVW
|
13F-HR
|
4/20/2022 |
000105301322000004 |
|
Q4 2021
|
106 |
510,971 |
IVV, AGG, IVE, IVW
|
13F-HR
|
1/24/2022 |
000105301322000002 |
|
Q3 2021
|
101 |
481,156 |
AGG, IVV, IVE, SPY
|
13F-HR
|
10/19/2021 |
000105301321000009 |
|
Q2 2021
|
97 |
348,649 |
IVE, SPY, AGG, IVV
|
RESTATEMENT
|
7/22/2021 |
000105301321000007 |
|
Q1 2021
|
97 |
393,533 |
T Rowe Price U S Treas Interm I, IVE, SPY, AGG
|
13F-HR
|
4/22/2021 |
000105301321000004 |
|
Q4 2020
|
89 |
365,368 |
T Rowe Price U S Treas Interm I, IVE, AGG, SPY
|
13F-HR
|
1/25/2021 |
000105301321000002 |
|
Q3 2020
|
89 |
262,162 |
AGG, IVE, SPY, IVV
|
13F-HR
|
10/8/2020 |
000105301320000008 |
|
Q2 2020
|
90 |
246,176 |
AGG, SPY, IVE, IVV
|
13F-HR
|
7/28/2020 |
000105301320000006 |
|
Q1 2020
|
81 |
242,410 |
IVE, AGG, SPY, IVV
|
13F-HR
|
4/21/2020 |
000105301320000004 |
|
Q4 2019
|
93 |
292,328 |
IVE, SPY, AGG, IVV
|
13F-HR
|
2/3/2020 |
000105301320000002 |
|
Q3 2019
|
89 |
263,282 |
IVE, SPY, AGG, IVV
|
13F-HR
|
10/17/2019 |
000105301319000008 |
|
Q2 2019
|
86 |
249,890 |
IVE, SPY, AGG, EFA
|
13F-HR
|
7/22/2019 |
000105301319000006 |
|
Q1 2019
|
90 |
253,931 |
IVE, SPY, AGG, EFA
|
13F-HR
|
4/15/2019 |
000105301319000004 |
|
Q4 2018
|
86 |
179,384 |
SPY, IVV, IVE, AGG
|
13F-HR
|
2/1/2019 |
000105301319000002 |
|
Q3 2018
|
92 |
215,491 |
SPY, Oppenheimer International Growth I (USD), IVV, IVE
|
13F-HR
|
10/12/2018 |
000105301318000010 |
|
Q2 2018
|
85 |
192,221 |
SPY, Oppenheimer International Growth I (USD), IVE, IWM
|
RESTATEMENT
|
7/26/2018 |
000105301318000008 |
|
Q1 2018
|
82 |
189,620 |
SPY, IVE, Oppenheimer International Growth I (USD), IVV
|
13F-HR
|
4/24/2018 |
000105301318000004 |
|
Q4 2017
|
85 |
301,872 |
Fidelity Spartan U.S. Eq Idx, SPY, IVE, Oppenheimer International Growth I (USD)
|
13F-HR
|
1/10/2018 |
000105301318000002 |
|
Q3 2017
|
83 |
290,841 |
Fidelity Spartan U.S. Eq Idx, SPY, Oppenheimer International Growth I (USD), IVE
|
13F-HR
|
10/5/2017 |
000105301317000008 |
|
Q2 2017
|
78 |
285,620 |
Fidelity Spartan U.S. Eq Idx, SPY, Oppenheimer International Growth I (USD), IVE
|
13F-HR
|
7/13/2017 |
000105301317000006 |
|
Q1 2017
|
77 |
280,353 |
Fidelity Spartan U.S. Eq Idx, SPY, Oppenheimer International Growth I (USD), IVE
|
13F-HR
|
4/13/2017 |
000105301317000004 |
|
Q4 2016
|
76 |
269,135 |
Fidelity Spartan U.S. Eq Idx, SPY, Oppenheimer International Growth I (USD), AGG
|
13F-HR
|
1/27/2017 |
000105301317000002 |
|
Q3 2016
|
75 |
230,384 |
Fidelity Spartan U.S. Eq Idx, Oppenheimer International Growth I (USD), SPY, AGG
|
13F-HR
|
10/24/2016 |
000105301316000016 |
|
Q2 2016
|
74 |
223,305 |
Fidelity Spartan U.S. Eq Idx, Oppenheimer International Growth I (USD), AGG, SPY
|
13F-HR
|
7/12/2016 |
000105301316000014 |
|
Q1 2016
|
70 |
138,720 |
AGG, SPY, IVE, IWM
|
13F-HR
|
4/13/2016 |
000105301316000012 |
|
Q4 2015
|
71 |
141,491 |
AGG, SPY, EFA, IWM
|
13F-HR
|
1/6/2016 |
000105301316000010 |
|
Q3 2015
|
128 |
198,155 |
AGG, SPY, EFA, IVE
|
13F-HR
|
10/15/2015 |
000105301315000008 |
|
Q2 2015
|
130 |
154,302 |
SPY, IWM, EFA, IVE
|
13F-HR
|
7/9/2015 |
000105301315000006 |
|
Q1 2015
|
130 |
141,804 |
SPY, EFA, IWM, IVV
|
13F-HR
|
4/9/2015 |
000105301315000004 |
|
Q4 2014
|
130 |
149,906 |
SPY, EFA, IWM, IVV
|
13F-HR
|
1/30/2015 |
000105301315000002 |
|
Q3 2014
|
130 |
143,744 |
SPY, EFA, IWM, IVV
|
13F-HR
|
10/9/2014 |
000105301314000008 |
|
Q2 2014
|
129 |
144,508 |
SPY, EFA, IWM, MTDR
|
13F-HR
|
7/15/2014 |
000105301314000006 |
|
Q1 2014
|
126 |
123,475 |
SPY, EFA, MTDR, AAPL
|
13F-HR
|
4/9/2014 |
000105301314000004 |
|
Q4 2013
|
124 |
120,030 |
SPY, AAPL, MTDR, IWM
|
13F-HR
|
1/10/2014 |
000105301314000002 |