|
Q3 2024
|
187 |
1,646,269 |
IVV, VCIT, FIBK, IJH
|
13F-HR
|
10/29/2024 |
000112572724000021 |
|
Q2 2024
|
169 |
1,505,432 |
IVV, VCIT, FIBK, VGIT
|
13F-HR
|
8/7/2024 |
000112572724000013 |
|
Q1 2024
|
170 |
1,443,598 |
IVV, VCIT, VGIT, FIBK
|
13F-HR
|
5/1/2024 |
000112572724000006 |
|
Q4 2023
|
159 |
1,349,199 |
IVV, FIBK, VCIT, VGIT
|
13F-HR
|
1/30/2024 |
000112572724000003 |
|
Q3 2023
|
168 |
1,160,573 |
FIBK, VGIT, VCIT, IVV
|
13F-HR
|
10/31/2023 |
000112572723000019 |
|
Q2 2023
|
167 |
1,210,743 |
VGIT, FIBK, VCIT, IVV
|
13F-HR
|
8/1/2023 |
000112572723000012 |
|
Q1 2023
|
178 |
1,308,709 |
FIBK, VGIT, VCIT, IVV
|
13F-HR
|
5/2/2023 |
000112572723000007 |
|
Q4 2022
|
186 |
1,354,268 |
FIBK, VGIT, VCIT, IJR
|
13F-HR
|
1/30/2023 |
000112572723000004 |
|
Q3 2022
|
177 |
1,240,431 |
FIBK, VCIT, VGIT, VCSH
|
13F-HR
|
10/25/2022 |
000112572722000029 |
|
Q2 2022
|
167 |
1,322,895 |
FIBK, VCIT, VCSH, IJR
|
13F-HR
|
8/11/2022 |
000112572722000025 |
|
Q1 2022
|
118 |
1,065,379 |
VCIT, IJR, VCSH, IVV
|
13F-HR
|
5/6/2022 |
000112572722000008 |
|
Q4 2021
|
112 |
1,030,731 |
VCIT, VCSH, IJR, IVV
|
13F-HR
|
1/28/2022 |
000112572722000003 |
|
Q3 2021
|
110 |
975,393 |
VCIT, VCSH, PFF, IVV
|
13F-HR
|
11/1/2021 |
000112572721000012 |
|
Q2 2021
|
110 |
950,548 |
VCIT, VCSH, IVV, PFF
|
13F-HR
|
7/29/2021 |
000112572721000008 |
|
Q4 2020
|
104 |
750,709 |
VCIT, IVV, IJR, PFF
|
13F-HR
|
2/3/2021 |
000112572721000002 |
|
Q3 2020
|
104 |
666,314 |
VCIT, IVV, PFF, IJR
|
13F-HR
|
11/9/2020 |
000112572720000012 |
|
Q2 2020
|
160 |
723,359 |
VCIT, IVV, IJR, IJH
|
13F-HR
|
8/5/2020 |
000112572720000007 |
|
Q1 2020
|
158 |
399,619 |
IVV, IJH, XLK, SPY
|
13F-HR
|
5/11/2020 |
000112572720000005 |
|
Q4 2019
|
548 |
447,925 |
SPY, XLK, XLV, AAPL
|
13F-HR
|
2/6/2020 |
000112572720000002 |
|
Q3 2019
|
605 |
431,910 |
SPY, XLK, AAPL, MSFT
|
13F-HR
|
10/30/2019 |
000112572719000015 |
|
Q2 2019
|
638 |
450,962 |
SPY, XLK, MSFT, XLV
|
13F-HR
|
8/5/2019 |
000112572719000012 |
|
Q1 2019
|
670 |
448,197 |
SPY, XLV, AAPL, XLK
|
13F-HR
|
5/2/2019 |
000112572719000008 |
|
Q4 2018
|
626 |
404,435 |
SPY, XLV, AAPL, MSFT
|
13F-HR
|
1/31/2019 |
000112572719000003 |
|
Q3 2018
|
640 |
474,273 |
AAPL, SPY, MSFT, JPM
|
13F-HR
|
11/7/2018 |
000112572718000015 |
|
Q2 2018
|
663 |
452,023 |
SPY, AAPL, JPM, MSFT
|
13F-HR
|
7/27/2018 |
000112572718000013 |
|
Q1 2018
|
685 |
442,798 |
AAPL, SPY, JPM, C
|
13F-HR
|
4/26/2018 |
000112572718000008 |
|
Q4 2017
|
703 |
471,374 |
AAPL, JPM, C, SPY
|
13F-HR
|
2/13/2018 |
000112572718000004 |
|
Q3 2017
|
693 |
465,105 |
AAPL, XOM, JPM, CELG
|
13F-HR
|
11/8/2017 |
000162828017011213 |
|
Q2 2017
|
685 |
483,344 |
XOM, FFG, AAPL, JPM
|
13F-HR
|
8/7/2017 |
000095012317006755 |
|
Q1 2017
|
683 |
484,427 |
FFG, AAPL, JPM, XOM
|
13F-HR
|
5/11/2017 |
000095012317004430 |
|
Q4 2016
|
743 |
507,929 |
FFG, JPM, AAPL, C
|
13F-HR
|
1/31/2017 |
000095012317000603 |
|
Q3 2016
|
768 |
487,944 |
FFG, AAPL, JPM, XOM
|
13F-HR
|
11/10/2016 |
000095012316021708 |
|
Q2 2016
|
742 |
480,127 |
FFG, AAPL, XOM, JPM
|
13F-HR
|
8/9/2016 |
000095012316019074 |
|
Q1 2016
|
759 |
477,294 |
FFG, AAPL, UNH, XOM
|
13F-HR
|
5/11/2016 |
000095012316016623 |
|
Q4 2015
|
780 |
481,893 |
FFG, XOM, AAPL, JPM
|
13F-HR
|
2/2/2016 |
000095012316013297 |
|
Q3 2015
|
805 |
468,832 |
FFG, AAPL, XOM, C
|
13F-HR
|
11/10/2015 |
000095012315011156 |
|
Q2 2015
|
120 |
656,404 |
VFIAX, Eaton Vance Fl Rate Adv-I, VEMAX, POSIX
|
13F-HR
|
7/14/2015 |
000095012315007400 |
|
Q1 2015
|
122 |
645,023 |
VFIAX, Eaton Vance Fl Rate Adv-I, VEMAX, POSIX
|
13F-HR
|
4/13/2015 |
000095012315004376 |
|
Q4 2014
|
118 |
607,099 |
VFIAX, Eaton Vance Fl Rate Adv-I, VEMAX, POSIX
|
13F-HR
|
1/9/2015 |
000095012315000170 |
|
Q3 2014
|
106 |
466,800 |
Eaton Vance Fl Rate Adv-I, POSIX, GICIX, AAPL
|
13F-HR
|
10/7/2014 |
000095012314010058 |
|
Q2 2014
|
110 |
485,712 |
Eaton Vance Fl Rate Adv-I, POSIX, GICIX, AAPL
|
13F-HR
|
7/14/2014 |
000095012314007124 |
|
Q1 2014
|
100 |
455,392 |
Eaton Vance Fl Rate Adv-I, GICIX, POSIX, JPM
|
13F-HR
|
4/11/2014 |
000095012314003744 |
|
Q4 2013
|
101 |
410,199 |
GICIX, AAPL, Eaton Vance Fl Rate Adv-I, JPM
|
13F-HR
|
1/10/2014 |
000095012314000148 |