|
Q1 2025
|
368 |
3,234,862 |
BKLN, SJNK, SHYG, IEFA
|
13F-HR
|
4/17/2025 |
000132199325000004 |
|
Q4 2024
|
380 |
3,471,006 |
BKLN, SJNK, SHYG, VB
|
13F-HR
|
1/21/2025 |
000132199325000002 |
|
Q3 2024
|
366 |
3,695,483 |
IEFA, BKLN, SJNK, SHYG
|
13F-HR
|
10/22/2024 |
000132199324000007 |
|
Q2 2024
|
349 |
3,341,389 |
IEFA, BKLN, SJNK, SHYG
|
13F-HR
|
7/22/2024 |
000132199324000004 |
|
Q1 2024
|
345 |
3,252,918 |
IEFA, BKLN, SJNK, SHYG
|
13F-HR
|
4/17/2024 |
000132199324000003 |
|
Q4 2023
|
331 |
3,020,373 |
IEFA, BKLN, SJNK, SHYG
|
13F-HR
|
1/24/2024 |
000132199324000001 |
|
Q3 2023
|
310 |
2,586,051 |
IEFA, BKLN, VCSH, SJNK
|
13F-HR
|
10/19/2023 |
000132199323000005 |
|
Q2 2023
|
315 |
2,820,122 |
IEFA, IWM, BKLN, VCSH
|
13F-HR
|
7/19/2023 |
000132199323000004 |
|
Q1 2023
|
305 |
2,440,288 |
IEFA, BKLN, VCSH, SJNK
|
13F-HR
|
4/20/2023 |
000132199323000003 |
|
Q4 2022
|
297 |
2,368,911 |
JPST, SHV, VCSH, JHML
|
13F-HR
|
1/25/2023 |
000132199323000001 |
|
Q3 2022
|
271 |
1,916,241 |
JPST, SHV, IVV, JHML
|
13F-HR
|
10/28/2022 |
000132199322000005 |
|
Q2 2022
|
273 |
1,983,207 |
JPST, SHV, IVV, JHML
|
13F-HR
|
7/22/2022 |
000132199322000004 |
|
Q1 2022
|
300 |
1,917,532 |
IVV, JHML, XLK, AAPL
|
13F-HR
|
5/6/2022 |
000132199322000003 |
|
Q4 2021
|
298 |
2,184,679 |
SRLN, IVV, IJR, JHML
|
13F-HR
|
2/1/2022 |
000132199322000001 |
|
Q3 2021
|
301 |
2,298,163 |
FPE, SRLN, IEFA, IVV
|
13F-HR
|
11/8/2021 |
000132199321000005 |
|
Q2 2021
|
301 |
2,304,752 |
IEFA, FPE, SRLN, IVV
|
13F-HR
|
8/4/2021 |
000132199321000004 |
|
Q1 2021
|
279 |
2,079,454 |
IEFA, FPE, IJR, IVV
|
13F-HR
|
5/12/2021 |
000132199321000003 |
|
Q4 2020
|
266 |
1,924,811 |
FPE, IEFA, IVV, SRLN
|
13F-HR
|
2/2/2021 |
000132199321000001 |
|
Q3 2020
|
253 |
1,563,424 |
FPE, IEFA, LQD, SPDW
|
13F-HR
|
11/12/2020 |
000132199320000005 |
|
Q2 2020
|
250 |
1,439,140 |
IEFA, LQD, IJR, FPE
|
13F-HR
|
7/31/2020 |
000132199320000004 |
|
Q1 2020
|
236 |
1,095,636 |
SHV, AGG, LQD, MUB
|
13F-HR
|
5/5/2020 |
000132199320000003 |
|
Q4 2019
|
275 |
1,526,346 |
LQD, PFF, HYLB, IEFA
|
13F-HR
|
2/5/2020 |
000132199320000002 |
|
Q3 2019
|
261 |
1,403,666 |
SHV, LQD, PFF, HYLB
|
13F-HR
|
11/5/2019 |
000132199319000005 |
|
Q2 2019
|
253 |
1,317,676 |
SHV, LQD, HYLB, IVV
|
13F-HR
|
7/30/2019 |
000132199319000004 |
|
Q1 2019
|
252 |
1,275,780 |
LQD, HYLB, IEFA, IEMG
|
13F-HR
|
5/2/2019 |
000132199319000003 |
|
Q4 2018
|
242 |
1,024,583 |
SHV, HYD, TOTL, QAI
|
13F-HR
|
2/1/2019 |
000132199319000001 |
|
Q3 2018
|
252 |
1,248,994 |
SHV, SRLN, BKLN, SJNK
|
13F-HR
|
11/9/2018 |
000132199318000006 |
|
Q2 2018
|
245 |
1,131,416 |
SHV, SRLN, BKLN, IJR
|
13F-HR
|
8/10/2018 |
000132199318000005 |
|
Q1 2018
|
252 |
1,032,127 |
SRLN, PowerShares Bank Loan ETF, IJH, PRF
|
13F-HR
|
5/7/2018 |
000132199318000004 |
|
Q4 2017
|
228 |
1,036,038 |
FLOT, PowerShares Bank Loan ETF, IEFA, IJH
|
13F-HR
|
2/5/2018 |
000132199318000001 |
|
Q3 2017
|
215 |
940,505 |
JNK, PowerShares Bank Loan ETF, IEFA, VEA
|
13F-HR
|
11/3/2017 |
000132199317000009 |
|
Q2 2017
|
214 |
896,354 |
JNK, PowerShares Bank Loan ETF, IEFA, PRF
|
13F-HR
|
7/18/2017 |
000132199317000007 |
|
Q1 2017
|
213 |
912,878 |
PRF, JNK, PowerShares Bank Loan ETF, VUG
|
13F-HR
|
5/1/2017 |
000132199317000006 |
|
Q4 2016
|
210 |
862,145 |
PRF, JNK, PowerShares Bank Loan ETF, VUG
|
13F-HR
|
1/24/2017 |
000132199317000002 |
|
Q3 2016
|
209 |
747,193 |
PRF, VUG, IJH, IJR
|
13F-HR
|
10/24/2016 |
000132199316000013 |
|
Q2 2016
|
220 |
748,261 |
PRF, LQD, VUG, SHY
|
13F-HR
|
7/25/2016 |
000132199316000012 |
|
Q1 2016
|
210 |
777,304 |
SHY, PRF, VUG, BND
|
13F-HR
|
4/25/2016 |
000132199316000011 |
|
Q4 2015
|
211 |
740,473 |
SHY, PRF, EMB, VUG
|
13F-HR
|
2/3/2016 |
000132199316000009 |
|
Q3 2015
|
204 |
777,241 |
SHY, IGSB, MINT, PRF
|
13F-HR
|
10/8/2015 |
000132199315000008 |
|
Q2 2015
|
194 |
710,034 |
IJH, PRF, VEA, IEMG
|
13F-HR
|
8/11/2015 |
000132199315000006 |
|
Q1 2015
|
174 |
416,024 |
AAPL, INTC, CSCO, NVO
|
13F-HR
|
4/24/2015 |
000132199315000004 |
|
Q4 2014
|
163 |
386,867 |
AAPL, INTC, MSFT, CSCO
|
13F-HR
|
2/12/2015 |
000132199315000003 |
|
Q3 2014
|
168 |
382,085 |
AAPL, INTC, MSFT, LYB
|
13F-HR
|
11/6/2014 |
000132199314000009 |
|
Q2 2014
|
175 |
381,674 |
AAPL, INTC, MSFT, CSCO
|
13F-HR
|
7/28/2014 |
000132199314000007 |
|
Q1 2014
|
152 |
356,048 |
MSFT, AAPL, INTC, CSX
|
13F-HR
|
5/1/2014 |
000132199314000005 |
|
Q4 2013
|
155 |
334,610 |
AAPL, INTC, MSFT, CSX
|
13F-HR
|
2/3/2014 |
000132199314000002 |