|
Q3 2024
|
55 |
136,360 |
IVV, QQQ, IVW, IJR
|
13F-HR
|
11/13/2024 |
000121465924018813 |
|
Q2 2024
|
57 |
141,117 |
IVV, QQQ, IVW, IJR
|
13F-HR
|
8/2/2024 |
000121465924013644 |
|
Q1 2024
|
58 |
144,961 |
IVV, QQQ, IVW, IJR
|
13F-HR
|
5/9/2024 |
000121465924008684 |
|
Q4 2023
|
56 |
134,267 |
QQQ, IVV, IJR, IVW
|
13F-HR
|
2/14/2024 |
000121465924002921 |
|
Q3 2023
|
58 |
153,391 |
QQQ, IVV, IVW, IJR
|
13F-HR
|
11/9/2023 |
000121465923014728 |
|
Q2 2023
|
57 |
152,499 |
QQQ, IVV, SHY, IJR
|
13F-HR
|
8/11/2023 |
000121465923011033 |
|
Q1 2023
|
53 |
132,698 |
SHV, QQQ, IVV, IJR
|
13F-HR
|
5/17/2023 |
000121465923007402 |
|
Q4 2022
|
53 |
133,308 |
SHV, IVV, QQQ, IJR
|
13F-HR
|
2/14/2023 |
000121465923002512 |
|
Q3 2022
|
51 |
111,533 |
BIL, IVV, IJR, SPD
|
13F-HR
|
10/11/2022 |
000121465922012142 |
|
Q2 2022
|
59 |
134,739 |
QQQ, BIL, IVV, IJR
|
13F-HR
|
7/13/2022 |
000121465922008815 |
|
Q1 2022
|
62 |
153,628 |
BIL, IVV, ESGU, IJR
|
13F-HR
|
4/22/2022 |
000121465922005629 |
|
Q4 2021
|
62 |
152,368 |
IVV, ESGU, QQQ, IJR
|
13F-HR
|
1/18/2022 |
000121465922000800 |
|
Q3 2021
|
66 |
140,152 |
IVV, IJR, IVW, VOO
|
13F-HR
|
10/18/2021 |
000121465921010572 |
|
Q2 2021
|
67 |
144,741 |
IJR, IVV, IVW, VOO
|
13F-HR
|
7/22/2021 |
000121465921007764 |
|
Q1 2021
|
59 |
123,893 |
VOO, IJR, IVV, IVW
|
13F-HR
|
4/20/2021 |
000121465921004346 |
|
Q4 2020
|
55 |
113,216 |
IJR, IVW, IVV, VOO
|
13F-HR
|
1/12/2021 |
000121465921000405 |
|
Q3 2020
|
135 |
127,267 |
IVW, IJH, VUG, SPHQ
|
13F-HR
|
11/9/2020 |
000121465920009256 |
|
Q2 2020
|
50 |
96,040 |
QQQ, VTV, SHY, VEA
|
13F-HR
|
7/6/2020 |
000121465920006130 |
|
Q1 2020
|
50 |
96,930 |
QQQ, VTV, SHY, VEA
|
13F-HR
|
4/8/2020 |
000121465920003239 |
|
Q4 2019
|
80 |
1,014,466 |
QQQ, IJH, IJR, USMV
|
13F-HR
|
1/7/2020 |
000121465920000181 |
|
Q3 2019
|
83 |
921,615 |
IJH, IJR, QQQ, SHV
|
13F-HR
|
10/3/2019 |
000121465919006205 |
|
Q2 2019
|
82 |
827,797 |
IJH, IJR, QQQ, IWB
|
13F-HR
|
7/8/2019 |
000121465919004534 |
|
Q1 2019
|
70 |
820,300 |
IJH, IJR, QQQ, IWB
|
13F-HR
|
5/14/2019 |
000121465919003449 |
|
Q4 2018
|
57 |
630,402 |
IJR, VOO, QQQ, IWR
|
13F-HR
|
2/13/2019 |
000121465919001056 |
|
Q2 2016
|
59 |
55,883 |
IVE, IVW, IVV, QQQ
|
13F-HR
|
7/27/2016 |
000158064216009862 |
|
Q4 2015
|
61 |
53,749 |
VOO, IVW, QQQ, IJR
|
13F-HR
|
1/22/2016 |
000158064216006330 |
|
Q3 2015
|
65 |
76,321 |
GVI, IJH, IJR, VOO
|
13F-HR
|
10/26/2015 |
000158064215004805 |
|
Q2 2015
|
51 |
87,989 |
RYDEX ETF TRUST, GVI, IJH, IJR
|
13F-HR
|
7/20/2015 |
000158064215003047 |
|
Q1 2015
|
48 |
76,823 |
IJH, CSM, GVI, IVW
|
13F-HR
|
4/27/2015 |
000158064215001810 |
|
Q4 2014
|
242 |
338,099 |
CSM, VOO, GVI, RYDEX ETF TRUST
|
13F-HR
|
1/28/2015 |
000158064215000385 |
|
Q3 2014
|
40 |
97,533 |
RYDEX ETF TRUST, CSM, IJH, VOO
|
13F-HR
|
10/23/2014 |
000091047214004662 |
|
Q2 2014
|
48 |
63,027 |
RYDEX ETF TRUST, CSM, VOO, IJH
|
13F-HR
|
7/28/2014 |
000091047214003150 |
|
Q1 2014
|
56 |
239,949 |
VOO, RYDEX ETF TRUST, VUG, PWB
|
13F-HR
|
4/24/2014 |
000091047214001753 |
|
Q4 2013
|
52 |
51,969 |
VOO, RYDEX ETF TRUST, GURU, GVI
|
RESTATEMENT
|
2/5/2014 |
000091047214000389 |