Q4 2019
|
15 |
40,413 |
VCIT, LQD, IWF, IWD
|
13F-HR
|
2/4/2020 |
000114191120000002 |
Q3 2019
|
15 |
38,134 |
VCIT, LQD, IWF, IWD
|
13F-HR
|
11/1/2019 |
000114191119000008 |
Q2 2019
|
22 |
41,764 |
VCIT, LQD, IWF, IWD
|
13F-HR
|
8/9/2019 |
000114191119000006 |
Q1 2019
|
46 |
240,890 |
IWO, IWD, IWN, EFA
|
13F-HR
|
5/15/2019 |
000114191119000004 |
Q4 2018
|
24 |
39,194 |
VCIT, LQD, VFIJX, IWD
|
13F-HR
|
2/13/2019 |
000114191119000002 |
Q3 2018
|
46 |
240,890 |
IWO, IWD, IWN, EFA
|
13F-HR
|
11/9/2018 |
000114191118000016 |
Q2 2018
|
20 |
38,925 |
LQD, VCIT, IWF, IWD
|
13F-HR
|
8/8/2018 |
000114191118000012 |
Q1 2018
|
23 |
42,093 |
LQD, VCIT, IWF, IWD
|
13F-HR
|
5/10/2018 |
000114191118000010 |
Q4 2017
|
23 |
42,337 |
LQD, VCIT, IWD, IWF
|
13F-HR
|
2/9/2018 |
000114191118000008 |
Q3 2017
|
23 |
53,315 |
LQD, FIRST AMERICAN, VCIT, JPMORGAN US GOVT MMKT FD
|
13F-HR
|
11/9/2017 |
000114191117000019 |
Q2 2017
|
24 |
48,722 |
LQD, VCIT, JPMORGAN US GOVT MMKT FD, AIM SHORT TERM INV TR TREAS
|
13F-HR
|
8/11/2017 |
000114191117000017 |
Q1 2017
|
24 |
48,644 |
AIM SHORT TERM INV TR TREAS, LQD, VCIT, IWD
|
13F-HR
|
5/10/2017 |
000114191117000011 |
Q4 2016
|
24 |
50,037 |
AIM SHORT TERM INV TR TREAS, LQD, JPMORGAN US GOVT MMKT FD, VCIT
|
13F-HR
|
2/15/2017 |
000114191117000004 |
Q3 2016
|
25 |
45,470 |
LQD, JPMORGAN US GOVT MMKT FD, VCIT, IWD
|
13F-HR
|
11/15/2016 |
000114191116000017 |
Q2 2016
|
24 |
49,190 |
AIM SHORT TERM INV TR TREAS, LQD, VCIT, IWD
|
13F-HR
|
8/15/2016 |
000114191116000015 |
Q1 2016
|
24 |
42,974 |
LQD, AIM SHORT TERM INV TR TREAS, VCIT, JPMORGAN US GOVT MMKT FD
|
13F-HR
|
5/23/2016 |
000114191116000013 |
Q4 2015
|
24 |
42,974 |
LQD, AIM SHORT TERM INV TR TREAS, VCIT, JPMORGAN US GOVT MMKT FD
|
13F-HR
|
2/16/2016 |
000114191116000011 |
Q3 2015
|
24 |
42,404 |
LQD, JPMORGAN US GOVT MMKT FD, VCIT, NORTHERN INSTL
|
13F-HR
|
11/16/2015 |
000114191115000009 |
Q2 2015
|
26 |
45,298 |
LQD, NORTHERN INSTL, VCIT, JPMORGAN US GOVT MMKT FD
|
13F-HR
|
8/14/2015 |
000114191115000007 |
Q1 2015
|
29 |
48,325 |
NORTHERN INSTL, LQD, JPMORGAN US GOVT MMKT FD, IWD
|
13F-HR
|
5/13/2015 |
000114191115000004 |
Q4 2014
|
29 |
45,058 |
JPMORGAN US GOVT MMKT FD, LQD, IWD, NORTHERN INSTL
|
13F-HR
|
2/12/2015 |
000114191115000002 |
Q3 2014
|
30 |
52,326 |
LQD, JPMORGAN US TREAS PL MMK-AG, NORTHERN INSTL, IWD
|
13F-HR
|
11/18/2014 |
000114191114000014 |
Q2 2014
|
29 |
56,961 |
NORTHERN INSTL, JPMORGAN US TREAS PL MMK-AG, LQD, IWD
|
13F-HR
|
8/19/2014 |
000114191114000012 |
Q1 2014
|
51 |
354,628 |
JPMORGAN US TREAS PL MMK-AG, IVV, IWD, IWN
|
13F-HR
|
5/14/2014 |
000114191114000006 |
Q4 2013
|
56 |
426,470 |
JPMORGAN US TREAS PL MMK-AG, IVV, IWD, IWN
|
13F-HR
|
2/6/2014 |
000114191114000004 |