|
Q3 2024
|
1,379 |
8,900 |
IVV, IUSB, QUAL, IVW
|
13F-HR
|
10/3/2024 |
000107164024000017 |
|
Q2 2024
|
1,355 |
8,182 |
IVV, IUSB, IVW, QUAL
|
13F-HR
|
7/9/2024 |
000107164024000014 |
|
Q1 2024
|
1,358 |
7,740,858 |
IVV, IUSB, QUAL, IVW
|
13F-HR
|
4/10/2024 |
000107164024000007 |
|
Q4 2023
|
1,330 |
7,241,100 |
IVV, IUSB, QUAL, EFV
|
13F-HR
|
1/10/2024 |
000107164024000001 |
|
Q3 2023
|
1,257 |
6,451,042 |
IVV, IUSB, EFV, QUAL
|
13F-HR
|
10/26/2023 |
000107164023000018 |
|
Q2 2023
|
720 |
6,315,104 |
IVV, IUSB, QUAL, EFG
|
13F-HR
|
7/14/2023 |
000107164023000013 |
|
Q1 2023
|
693 |
5,815,070 |
IVV, IUSB, QUAL, EFG
|
13F-HR
|
4/18/2023 |
000107164023000008 |
|
Q4 2022
|
1,189 |
5,631,931 |
IVV, ESGU, IUSB, EFV
|
13F-HR
|
1/24/2023 |
000107164023000001 |
|
Q3 2022
|
1,114 |
5,016,335 |
IVV, ESGU, IUSB, GOVT
|
13F-HR
|
11/1/2022 |
000107164022000013 |
|
Q2 2022
|
1,114 |
5,160,511 |
IVV, ESGU, IUSB, EFV
|
13F-HR
|
7/27/2022 |
000107164022000010 |
|
Q1 2022
|
1,124 |
5,699,036 |
IVV, ESGU, IUSB, EFV
|
13F-HR
|
4/29/2022 |
000107164022000008 |
|
Q4 2021
|
1,098 |
5,660,353 |
ESGU, IVV, EFV, EFG
|
13F-HR
|
4/8/2022 |
000107164022000007 |
|
Q3 2021
|
1,027 |
4,981,194 |
ESGU, IVV, EFV, IUSB
|
13F-HR
|
10/21/2021 |
000107164021000016 |
|
Q2 2021
|
1,012 |
4,712,273 |
IVV, ESGU, EFV, IUSB
|
RESTATEMENT
|
8/5/2021 |
000107164021000014 |
|
Q1 2021
|
947 |
4,122,098 |
IVV, ESGU, EFV, IUSB
|
13F-HR
|
4/28/2021 |
000107164021000009 |
|
Q4 2020
|
842 |
3,601,567 |
IVV, ESGU, LQD, ESGE
|
13F-HR
|
1/20/2021 |
000107164021000003 |
|
Q3 2020
|
736 |
2,986,499 |
IVV, ESGU, LQD, GOVT
|
13F-HR
|
11/3/2020 |
000107164020000014 |
|
Q2 2020
|
681 |
2,640,753 |
IVV, ESGU, LQD, GOVT
|
13F-HR
|
7/30/2020 |
000107164020000011 |
|
Q1 2020
|
310 |
1,176,782 |
GOVT, IEFA, QUAL, ESGU
|
13F-HR
|
4/28/2020 |
000107164020000009 |
|
Q4 2019
|
604 |
2,420,178 |
IVV, GOVT, IEFA, IEMG
|
13F-HR
|
2/4/2020 |
000107164020000002 |
|
Q3 2019
|
525 |
2,116,376 |
IVV, GOVT, IEFA, ITOT
|
13F-HR
|
10/18/2019 |
000107164019000021 |
|
Q2 2019
|
267 |
894,437 |
GOVT, IEFA, NEAR, IEMG
|
13F-HR
|
7/26/2019 |
000107164019000017 |
|
Q1 2019
|
471 |
1,822,149 |
IVV, IEFA, ITOT, NEAR
|
13F-HR
|
5/2/2019 |
000107164019000009 |
|
Q4 2018
|
210 |
651,666 |
NEAR, IEFA, MTUM, SPIB
|
13F-HR
|
1/29/2019 |
000107164019000001 |
|
Q3 2018
|
214 |
622,941 |
NEAR, IEFA, MTUM, SPIB
|
13F-HR
|
11/5/2018 |
000107164018000017 |
|
Q2 2018
|
193 |
568,162 |
MTUM, IEFA, SPIB, IEMG
|
13F-HR
|
7/30/2018 |
000107164018000013 |
|
Q1 2018
|
173 |
451,203 |
IEMG, HEFA, SPHQ, NEAR
|
13F-HR
|
4/30/2018 |
000107164018000009 |
|
Q4 2017
|
129 |
386,132 |
HEFA, IEMG, SPHQ, POWERSHARES DB COMMODITY INDEX TRACKING FD UNIT BEN INT
|
13F-HR
|
2/7/2018 |
000107164018000003 |
|
Q3 2017
|
113 |
323,795 |
SPHQ, HEFA, POWERSHARES DB COMMODITY INDEX TRACKING FD, IEMG
|
13F-HR
|
11/8/2017 |
000107164017000014 |
|
Q2 2017
|
210 |
915,720 |
IGIB, IVV, EFA, HEFA
|
13F-HR
|
7/26/2017 |
000107164017000012 |
|
Q1 2017
|
51 |
222,712 |
SPHQ, POWERSHARES DB COMMODITY INDEX TRACKING FD, HEFA, VMBS
|
13F-HR
|
4/25/2017 |
000107164017000007 |
|
Q4 2016
|
53 |
202,221 |
SPHQ, POWERSHARES DB COMMODITY INDEX TRACKING FD, VMBS, IEFA
|
13F-HR
|
1/24/2017 |
000107164017000001 |
|
Q3 2016
|
44 |
170,321 |
SPHQ, POWERSHARES DB COMMODITY INDEX TRACKING FD, VMBS, HEFA
|
13F-HR
|
10/26/2016 |
000107164016000026 |
|
Q2 2016
|
95 |
584,679 |
IGIB, EFA, VIG, SPHQ
|
13F-HR
|
7/27/2016 |
000107164016000022 |
|
Q1 2016
|
75 |
529,192 |
IGIB, EFA, VIG, SPHQ
|
13F-HR
|
5/2/2016 |
000107164016000020 |
|
Q4 2015
|
60 |
471,486 |
IGIB, EFA, VIG, SPHQ
|
13F-HR
|
2/8/2016 |
000107164016000018 |
|
Q3 2015
|
35 |
409,482 |
IGIB, EFA, VIG, SPHQ
|
13F-HR
|
10/29/2015 |
000107164015000016 |
|
Q2 2015
|
25 |
407,519 |
EFA, IGIB, VIG, SPHQ
|
13F-HR
|
8/5/2015 |
000107164015000013 |
|
Q1 2015
|
16 |
381,890 |
EFA, IGIB, VIG, SPHQ
|
13F-HR
|
4/30/2015 |
000107164015000004 |
|
Q4 2014
|
23 |
402,905 |
TFI, EFA, IGIB, SPHQ
|
13F-HR
|
1/16/2015 |
000107164015000002 |