|
Q4 2024
|
1,183 |
5,740,262 |
2023 ETF SERIES TRUST, PROFESIONALLY MANAGED PORTFO, SEGALL BRYANT HAMILL TR, CSMD
|
13F-HR
|
1/23/2025 |
000107106125000004 |
|
Q3 2024
|
1,180 |
5,633,455 |
PROFESIONALLY MANAGED PORTFO, 2023 ETF SERIES TRUST, SEGALL BRYANT HAMILL TR, TLT
|
13F-HR
|
11/13/2024 |
000107106124000032 |
|
Q2 2024
|
1,160 |
5,199,957 |
PROFESIONALLY MANAGED PORTFO, 2023 ETF SERIES TRUST, SEGALL BRYANT HAMILL TR, AMZN
|
13F-HR
|
7/30/2024 |
000107106124000010 |
|
Q1 2024
|
1,296 |
5,131,378 |
PROFESIONALLY MANAGED PORTFO, 2023 ETF SERIES TRUST, AMZN, MSFT
|
13F-HR/A
|
8/6/2024 |
000107106124000030 |
|
Q1 2024
|
13 |
306,905 |
IWF, IWP, IUSV, AGG
|
13F-HR
|
5/7/2024 |
000107106124000005 |
|
Q4 2023
|
1,210 |
4,581,760 |
AMZN, MSFT, PROFESIONALLY MANAGED PORTFO, 2023 ETF SERIES TRUST
|
13F-HR/A
|
8/6/2024 |
000107106124000029 |
|
Q4 2023
|
13 |
306,752 |
IWF, AGG, IUSV, IWP
|
13F-HR
|
2/14/2024 |
000107106124000002 |
|
Q3 2023
|
1,214 |
3,939,953 |
AMZN, MSFT, IEFA, IVV
|
13F-HR/A
|
8/6/2024 |
000107106124000028 |
|
Q3 2023
|
13 |
300,271 |
AGG, IWF, SPLV, NOBL
|
13F-HR
|
11/14/2023 |
000107106123000008 |
|
Q2 2023
|
1,169 |
3,994,137 |
AMZN, MSFT, IVV, IEFA
|
13F-HR/A
|
8/6/2024 |
000107106124000027 |
|
Q2 2023
|
13 |
313,461 |
SPLV, AGG, IWF, NOBL
|
13F-HR
|
8/14/2023 |
000107106123000006 |
|
Q1 2023
|
1,209 |
3,665,992 |
AMZN, MSFT, IEFA, AAPL
|
13F-HR/A
|
8/6/2024 |
000107106124000026 |
|
Q1 2023
|
13 |
295,537 |
AGG, SPLV, IWF, NOBL
|
13F-HR
|
5/15/2023 |
000107106123000005 |
|
Q4 2022
|
1,172 |
3,313,679 |
MSFT, AMZN, AAPL, IEFA
|
13F-HR/A
|
8/6/2024 |
000107106124000025 |
|
Q4 2022
|
13 |
282,701 |
SPLV, AGG, IWF, NOBL
|
13F-HR
|
2/15/2023 |
000107106123000001 |
|
Q3 2022
|
1,145 |
2,896,143 |
AMZN, MSFT, AAPL, GOOG
|
13F-HR/A
|
8/6/2024 |
000107106124000024 |
|
Q3 2022
|
13 |
255,596 |
AGG, SPLV, IWF, NOBL
|
13F-HR
|
11/14/2022 |
000107106122000043 |
|
Q2 2022
|
1,116 |
2,961,520 |
MSFT, AMZN, GOOG, V
|
13F-HR/A
|
8/6/2024 |
000107106124000023 |
|
Q2 2022
|
14 |
278,128 |
AGG, SPLV, IWF, NOBL
|
13F-HR
|
7/25/2022 |
000107106122000027 |
|
Q1 2022
|
1,089 |
3,392,692 |
MSFT, AMZN, GOOG, AAPL
|
13F-HR/A
|
8/6/2024 |
000107106124000022 |
|
Q1 2022
|
14 |
318,147 |
AGG, SPLV, IWF, NOBL
|
13F-HR
|
8/23/2022 |
000107106122000032 |
|
Q4 2021
|
890 |
3,469,399 |
MSFT, AMZN, META, AAPL
|
13F-HR/A
|
8/6/2024 |
000107106124000021 |
|
Q4 2021
|
14 |
333,597 |
AGG, SPLV, IWF, SPY
|
13F-HR
|
8/24/2022 |
000107106122000034 |
|
Q3 2021
|
829 |
3,054,952 |
META, MSFT, AMZN, GOOG
|
13F-HR/A
|
8/6/2024 |
000107106124000020 |
|
Q3 2021
|
13 |
312,246 |
AGG, SPLV, IWF, SPY
|
13F-HR
|
9/1/2022 |
000107106122000035 |
|
Q2 2021
|
838 |
2,726,939 |
MSFT, META, ADBE, AGG
|
13F-HR/A
|
8/6/2024 |
000107106124000019 |
|
Q2 2021
|
13 |
320,697 |
AGG, SPLV, IWF, IWV
|
13F-HR
|
9/1/2022 |
000107106122000036 |
|
Q1 2021
|
707 |
2,412,553 |
MSFT, META, AGG, ACN
|
13F-HR/A
|
8/6/2024 |
000107106124000018 |
|
Q1 2021
|
13 |
301,705 |
AGG, SPLV, SPY, IWF
|
13F-HR
|
9/1/2022 |
000107106122000037 |
|
Q4 2020
|
633 |
2,235,978 |
MSFT, META, AGG, AAPL
|
13F-HR/A
|
8/6/2024 |
000107106124000017 |
|
Q4 2020
|
13 |
290,384 |
AGG, SPLV, IWF, SPY
|
13F-HR
|
9/6/2022 |
000107106122000038 |
|
Q3 2020
|
576 |
1,959,335 |
MSFT, META, AGG, AAPL
|
13F-HR/A
|
8/6/2024 |
000107106124000016 |
|
Q3 2020
|
13 |
264,975 |
AGG, SPLV, IWF, SPY
|
13F-HR
|
9/6/2022 |
000107106122000039 |
|
Q2 2020
|
616 |
1,789,883 |
MSFT, META, AGG, SPLV
|
13F-HR/A
|
8/6/2024 |
000107106124000015 |
|
Q2 2020
|
13 |
252,582 |
AGG, SPLV, SPY, IWV
|
13F-HR
|
9/6/2022 |
000107106122000040 |
|
Q1 2020
|
524 |
1,445,768 |
MSFT, AGG, META, SPLV
|
13F-HR/A
|
8/6/2024 |
000107106124000014 |
|
Q1 2020
|
13 |
215,873 |
AGG, SPLV, SPY, IWV
|
13F-HR
|
9/6/2022 |
000107106122000041 |