|
Q4 2023
|
159 |
1,514,745 |
BUFD, AAPL, MPC, IJJ
|
13F-HR
|
1/26/2024 |
000108036924000002 |
|
Q3 2023
|
206 |
1,464,821 |
BUFD, AAPL, MPC, IJJ
|
13F-HR
|
10/24/2023 |
000108036923000011 |
|
Q2 2023
|
206 |
1,522,711 |
BUFD, AAPL, IJJ, MSFT
|
13F-HR
|
8/2/2023 |
000108036923000009 |
|
Q1 2023
|
220 |
1,505,335 |
BUFD, AAPL, MPC, IJJ
|
13F-HR
|
4/26/2023 |
000108036923000007 |
|
Q4 2022
|
215 |
1,424,146 |
BUFD, IWN, AAPL, MPC
|
13F-HR
|
2/3/2023 |
000108036923000003 |
|
Q3 2022
|
209 |
1,336,065 |
BUFD, IWN, AAPL, MPC
|
13F-HR
|
11/4/2022 |
000108036922000008 |
|
Q2 2022
|
219 |
1,346,939 |
IWN, AAPL, BUFR, MSFT
|
13F-HR
|
8/4/2022 |
000108036922000006 |
|
Q1 2022
|
220 |
1,646,384 |
LMBS, IWN, AAPL, BUFR
|
13F-HR
|
5/9/2022 |
000108036922000004 |
|
Q4 2021
|
229 |
1,567,668 |
LMBS, IWN, AAPL, BUFR
|
13F-HR
|
1/28/2022 |
000108036922000002 |
|
Q3 2021
|
107 |
1,441,637 |
IWN, LMBS, AAPL, BUFR
|
13F-HR
|
11/2/2021 |
000108036921000009 |
|
Q2 2021
|
222 |
1,520,389 |
IWN, LMBS, USMV, AAPL
|
13F-HR
|
8/9/2021 |
000108036921000007 |
|
Q1 2021
|
231 |
1,398,481 |
IWN, USMV, LMBS, AAPL
|
13F-HR
|
4/28/2021 |
000108036921000005 |
|
Q4 2020
|
227 |
1,309,021 |
USMV, IJH, AAPL, LMBS
|
13F-HR
|
2/2/2021 |
000108036921000003 |
|
Q3 2020
|
213 |
1,179,271 |
USMV, IJH, AAPL, ICE
|
13F-HR
|
10/22/2020 |
000108036920000008 |
|
Q2 2020
|
192 |
1,137,601 |
USMV, IJH, AAPL, GOOGL
|
13F-HR
|
7/21/2020 |
000108036920000006 |
|
Q1 2020
|
189 |
986,914 |
USMV, IJH, NVO, ICE
|
13F-HR
|
4/27/2020 |
000108036920000004 |
|
Q4 2019
|
203 |
1,209,354 |
USMV, IJH, AAPL, DIS
|
13F-HR
|
2/24/2020 |
000108036920000002 |
|
Q3 2019
|
199 |
1,123,130 |
USMV, IJH, AAPL, DIS
|
13F-HR
|
11/18/2019 |
000108036919000009 |
|
Q2 2019
|
201 |
1,104,516 |
IJH, EFA, AAPL, IJR
|
13F-HR
|
8/5/2019 |
000108036919000007 |
|
Q1 2019
|
201 |
1,091,169 |
IJH, EFA, AAPL, IJR
|
13F-HR
|
5/15/2019 |
000108036919000005 |
|
Q4 2018
|
121 |
936,096 |
IJH, EFA, IJR, AAPL
|
13F-HR
|
1/22/2019 |
000108036919000002 |
|
Q3 2018
|
138 |
1,098,622 |
IJH, EFA, AAPL, IJR
|
13F-HR
|
10/23/2018 |
000108036918000009 |
|
Q2 2018
|
127 |
1,019,189 |
EFA, IJH, IJR, AAPL
|
13F-HR
|
8/6/2018 |
000108036918000007 |
|
Q1 2018
|
129 |
995,559 |
EFA, IJH, IJR, AAPL
|
13F-HR
|
5/4/2018 |
000108036918000005 |
|
Q4 2017
|
143 |
1,069,783 |
EFA, CLAYMORE EXCHANGE TRD FD, IJH, IJR
|
13F-HR
|
2/6/2018 |
000108036918000002 |
|
Q3 2017
|
136 |
996,635 |
EFA, CLAYMORE EXCHANGE TRD FD TR, IJH, IJR
|
13F-HR
|
11/3/2017 |
000108036917000009 |
|
Q2 2017
|
142 |
959,795 |
EFA, CLAYMORE EXCHANGE TRD FD TR, IJH, IJR
|
13F-HR
|
8/3/2017 |
000108036917000007 |
|
Q1 2017
|
145 |
926,519 |
EFA, IJH, CLAYMORE EXCHANGE TRD FD, IJR
|
13F-HR
|
4/24/2017 |
000108036917000005 |
|
Q4 2016
|
141 |
903,283 |
IJH, EFA, IJR, CLAYMORE EXCHANGE TRD FD
|
13F-HR
|
1/17/2017 |
000108036917000002 |
|
Q3 2016
|
142 |
874,353 |
IJH, EFA, IJR, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
10/28/2016 |
000108036916000018 |
|
Q2 2016
|
141 |
868,585 |
IJH, EFA, IJR, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
7/28/2016 |
000108036916000016 |
|
Q1 2016
|
146 |
851,420 |
IJH, EFA, IJR, AAPL
|
13F-HR
|
4/21/2016 |
000108036916000014 |
|
Q4 2015
|
157 |
845,789 |
IJH, EFA, IJR, AAPL
|
13F-HR
|
1/28/2016 |
000108036916000011 |
|
Q3 2015
|
165 |
871,366 |
IJH, EFA, IJR, AAPL
|
13F-HR
|
10/23/2015 |
000108036915000009 |
|
Q2 2015
|
165 |
919,558 |
IJH, EFA, IJR, AAPL
|
13F-HR
|
7/21/2015 |
000108036915000007 |
|
Q1 2015
|
168 |
863,813 |
IJH, EFA, IJR, AAPL
|
13F-HR
|
5/11/2015 |
000108036915000005 |
|
Q4 2014
|
163 |
892,338 |
IJH, EFA, IJR, AAPL
|
13F-HR
|
2/6/2015 |
000108036915000002 |
|
Q3 2014
|
141 |
824,792 |
IJH, EFA, IJR, AAPL
|
13F-HR
|
11/7/2014 |
000108036914000009 |
|
Q2 2014
|
141 |
824,748 |
IJH, EFA, IJR, AAPL
|
13F-HR
|
8/12/2014 |
000108036914000007 |
|
Q1 2014
|
176 |
852,094 |
IJH, EFA, IJR, AAPL
|
13F-HR
|
5/12/2014 |
000108036914000005 |
|
Q4 2013
|
171 |
854,907 |
IJH, IJR, EPP, XHB
|
13F-HR
|
2/7/2014 |
000108036914000002 |