|
Q1 2024
|
231 |
1,367,828 |
IVV, VTI, VEA, VXF
|
13F-HR
|
4/10/2024 |
000135254724000003 |
|
Q4 2023
|
225 |
1,257,743 |
IVV, VTI, VEA, BND
|
13F-HR
|
1/10/2024 |
000135254724000002 |
|
Q3 2023
|
234 |
1,161,593 |
IVV, VTI, VEA, BND
|
13F-HR
|
10/11/2023 |
000135254723000007 |
|
Q2 2023
|
227 |
1,209,407 |
IVV, VTI, VEA, ITOT
|
13F-HR
|
7/7/2023 |
000135254723000006 |
|
Q1 2023
|
228 |
1,172,801 |
IVV, VTI, VEA, BND
|
13F-HR
|
4/12/2023 |
000135254723000004 |
|
Q4 2022
|
226 |
1,106,245 |
IVV, VTI, ITOT, ACWX
|
RESTATEMENT
|
1/19/2023 |
000135254723000003 |
|
Q3 2022
|
223 |
1,053,699 |
IVV, ITOT, VTI, ACWX
|
13F-HR
|
10/6/2022 |
000135254722000006 |
|
Q2 2022
|
224 |
1,117,061 |
IVV, ITOT, VTI, AGG
|
13F-HR
|
7/7/2022 |
000135254722000005 |
|
Q1 2022
|
239 |
1,288,183 |
IVV, ITOT, VTI, ACWX
|
13F-HR
|
4/11/2022 |
000135254722000004 |
|
Q4 2021
|
234 |
1,332,633 |
IVV, ITOT, VTI, ACWX
|
13F-HR
|
1/12/2022 |
000135254722000001 |
|
Q3 2021
|
227 |
1,235,810 |
IVV, ITOT, AGG, ACWX
|
13F-HR
|
10/12/2021 |
000135254721000005 |
|
Q2 2021
|
226 |
1,186,304 |
IVV, AGG, VTI, ACWX
|
13F-HR
|
7/9/2021 |
000135254721000003 |
|
Q1 2021
|
219 |
1,109,004 |
IVV, VTI, BND, AGG
|
13F-HR
|
4/9/2021 |
000135254721000002 |
|
Q4 2020
|
219 |
1,058,387 |
IVV, BND, VTI, AGG
|
13F-HR
|
1/12/2021 |
000135254721000001 |
|
Q3 2020
|
214 |
968,157 |
IVV, BND, AGG, VTI
|
13F-HR
|
10/14/2020 |
000135254720000004 |
|
Q2 2020
|
205 |
907,670 |
IVV, BND, AGG, VTI
|
13F-HR
|
7/9/2020 |
000135254720000003 |
|
Q1 2020
|
203 |
770,455 |
IVV, AGG, ITOT, BND
|
13F-HR
|
4/23/2020 |
000135254720000002 |
|
Q4 2019
|
233 |
955,836 |
ITOT, IVV, AGG, SPHQ
|
13F-HR
|
1/14/2020 |
000135254720000001 |
|
Q3 2019
|
228 |
894,152 |
BND, IVV, ITOT, AGG
|
13F-HR
|
10/10/2019 |
000135254719000004 |
|
Q2 2019
|
234 |
878,595 |
BND, AGG, IVV, SPHQ
|
13F-HR
|
7/18/2019 |
000135254719000003 |
|
Q1 2019
|
221 |
843,001 |
BND, VEA, ISTB, SPHQ
|
13F-HR
|
4/11/2019 |
000135254719000002 |
|
Q4 2018
|
222 |
774,201 |
ISTB, VOO, VEA, VWO
|
13F-HR
|
1/16/2019 |
000135254719000001 |
|
Q3 2018
|
229 |
884,781 |
VEA, KMB, VWO, PRFZ
|
13F-HR
|
10/10/2018 |
000135254718000004 |
|
Q2 2018
|
223 |
838,924 |
VEA, VWO, KMB, SPTI
|
13F-HR
|
7/13/2018 |
000135254718000003 |
|
Q1 2018
|
231 |
855,997 |
VWO, VEA, CLAYMORE EXCHANGE TRD FD TR, KMB
|
13F-HR
|
4/13/2018 |
000135254718000002 |
|
Q4 2017
|
234 |
856,867 |
VEA, KMB, PRFZ, VWO
|
13F-HR
|
1/16/2018 |
000135254718000001 |
|
Q3 2017
|
234 |
821,552 |
VEA, KMB, PRFZ, SPLV
|
13F-HR
|
10/13/2017 |
000135254717000004 |
|
Q2 2017
|
230 |
790,473 |
KMB, PRFZ, SPLV, GVI
|
13F-HR
|
7/14/2017 |
000135254717000003 |
|
Q1 2017
|
240 |
778,465 |
KMB, PRFZ, GVI, PRF
|
13F-HR
|
4/11/2017 |
000135254717000002 |
|
Q4 2016
|
237 |
736,632 |
PRFZ, KMB, PRF, GVI
|
13F-HR
|
1/12/2017 |
000135254717000001 |
|
Q3 2016
|
234 |
735,684 |
KMB, PRF, GVI, PRFZ
|
13F-HR
|
10/12/2016 |
000135254716000013 |
|
Q2 2016
|
227 |
687,771 |
KMB, GVI, PRF, PRFZ
|
13F-HR
|
7/14/2016 |
000135254716000012 |
|
Q1 2016
|
238 |
663,018 |
KMB, GVI, PRF, PRFZ
|
13F-HR
|
4/21/2016 |
000135254716000011 |
|
Q4 2015
|
237 |
657,887 |
KMB, GVI, PRF, PRFZ
|
13F-HR
|
1/12/2016 |
000135254716000005 |
|
Q3 2015
|
237 |
632,957 |
GVI, KMB, PRFZ, PRF
|
13F-HR
|
10/9/2015 |
000135254715000004 |
|
Q2 2015
|
245 |
663,560 |
GVI, KMB, PRF, USMV
|
13F-HR
|
7/15/2015 |
000135254715000003 |
|
Q1 2015
|
245 |
681,570 |
KMB, GVI, RYDEX ETF TRUST, PRF
|
13F-HR
|
4/13/2015 |
000135254715000002 |
|
Q4 2014
|
253 |
681,734 |
KMB, GVI, PRF, RYDEX ETF TRUST
|
13F-HR
|
1/16/2015 |
000135254715000001 |
|
Q3 2014
|
255 |
655,136 |
KMB, GVI, PRF, RWO
|
13F-HR
|
10/14/2014 |
000135254714000011 |
|
Q2 2014
|
254 |
647,144 |
KMB, RWO, PRF, GVI
|
NEW HOLDINGS
|
7/18/2014 |
000135254714000007 |
|
Q2 2014
|
249 |
630,987 |
KMB, RWO, PRF, GVI
|
13F-HR
|
7/15/2014 |
000135254714000006 |
|
Q1 2014
|
229 |
573,275 |
KMB, DJP, PRF, VQT
|
13F-HR
|
4/10/2014 |
000135254714000002 |
|
Q4 2013
|
198 |
547,164 |
KMB, VEA, FLOT, GVI
|
13F-HR
|
1/13/2014 |
000135254714000001 |