|
Q4 2023
|
35 |
1,373,938 |
IVV, GOVT, SCHG, SCHF
|
13F-HR
|
2/12/2024 |
000135624924000004 |
|
Q3 2023
|
34 |
1,125,156 |
IVV, SCHG, GOVT, SCHF
|
13F-HR
|
11/2/2023 |
000135624923000007 |
|
Q2 2023
|
31 |
1,086,720 |
IVV, SCHG, GOVT, SCHF
|
13F-HR
|
8/8/2023 |
000135624923000006 |
|
Q1 2023
|
30 |
924,315 |
IVV, SCHG, GOVT, SCHP
|
13F-HR
|
5/5/2023 |
000135624923000005 |
|
Q4 2022
|
28 |
779,896 |
IVV, SCHG, SHV, SCHP
|
13F-HR
|
2/13/2023 |
000135624923000002 |
|
Q3 2022
|
24 |
827,725 |
IVV, SCHG, SCHO, SCHP
|
13F-HR
|
11/15/2022 |
000135624922000008 |
|
Q2 2022
|
23 |
781,955 |
IVV, SCHG, SCHO, SCHP
|
13F-HR
|
8/10/2022 |
000135624922000007 |
|
Q1 2022
|
39 |
1,443,262 |
IVV, SCHZ, VCSH, SCHG
|
13F-HR
|
5/12/2022 |
000135624922000005 |
|
Q4 2021
|
29 |
926,258 |
IVV, SCHG, SCHO, SCHP
|
13F-HR
|
2/10/2022 |
000135624922000003 |
|
Q3 2021
|
30 |
952,733 |
IVV, SCHG, SCHO, EFA
|
13F-HR
|
11/12/2021 |
000135624921000008 |
|
Q2 2021
|
30 |
1,035,916 |
IVV, SCHG, SCHO, EFA
|
13F-HR
|
8/11/2021 |
000135624921000006 |
|
Q1 2021
|
26 |
915,654 |
IVV, SCHG, SCHO, AGG
|
13F-HR
|
5/11/2021 |
000135624921000004 |
|
Q4 2020
|
26 |
850,560 |
IVV, SCHG, SCHO, AGG
|
13F-HR
|
2/11/2021 |
000135624921000001 |
|
Q3 2020
|
26 |
797,632 |
IVV, SCHG, SCHO, SCHP
|
13F-HR
|
11/10/2020 |
000135624920000006 |
|
Q2 2020
|
25 |
721,774 |
IVV, SCHG, SCHO, SCHP
|
13F-HR
|
8/12/2020 |
000135624920000005 |
|
Q1 2020
|
39 |
593,372 |
IVV, SCHG, SCHP, SCHH
|
13F-HR
|
5/14/2020 |
000135624920000004 |
|
Q4 2019
|
38 |
612,309 |
IVV, SCHG, SCHP, SCHH
|
13F-HR
|
2/12/2020 |
000135624920000002 |
|
Q3 2019
|
20 |
537,269 |
IVV, SCHG, SCHP, SCHH
|
13F-HR
|
11/12/2019 |
000135624919000005 |
|
Q2 2019
|
20 |
592,751 |
IVV, SCHG, SCHH, SCHP
|
13F-HR
|
8/1/2019 |
000135624919000004 |
|
Q1 2019
|
20 |
527,103 |
IVV, SCHG, SCHH, SCHP
|
13F-HR
|
5/13/2019 |
000135624919000003 |
|
Q4 2018
|
20 |
401,231 |
IVV, SCHG, SCHH, IGSB
|
13F-HR
|
2/12/2019 |
000135624919000001 |
|
Q3 2018
|
88 |
605,621 |
IVV, SCHG, SCHH, DDWM
|
13F-HR
|
11/13/2018 |
000135624918000005 |
|
Q2 2018
|
83 |
628,476 |
IVV, SCHG, SCHH, DDWM
|
13F-HR
|
8/2/2018 |
000135624918000004 |
|
Q1 2018
|
83 |
898,041 |
IVV, DDWM, TIP, SCHH
|
13F-HR
|
5/14/2018 |
000135624918000003 |
|
Q4 2017
|
85 |
928,375 |
IVV, DDWM, TIP, SCHH
|
13F-HR
|
2/14/2018 |
000135624918000001 |
|
Q3 2017
|
17 |
624,687 |
DDWM, IVV, SCHH, TIP
|
13F-HR
|
11/13/2017 |
000135624917000009 |
|
Q2 2017
|
19 |
740,513 |
DDWM, IVV, AMJ, TIP
|
13F-HR
|
8/9/2017 |
000135624917000008 |
|
Q1 2017
|
21 |
761,371 |
DDWM, IVV, AMJ, TIP
|
13F-HR
|
5/2/2017 |
000135624917000005 |
|
Q4 2016
|
23 |
756,784 |
DDWM, IVV, AMJ, REET
|
13F-HR
|
2/13/2017 |
000135624917000002 |
|
Q3 2016
|
21 |
640,624 |
DDWM, AMJ, REET, TIP
|
13F-HR
|
11/14/2016 |
000135624916000019 |
|
Q2 2016
|
20 |
614,585 |
DDWM, AMJ, REET, TIP
|
13F-HR
|
8/4/2016 |
000135624916000017 |
|
Q1 2016
|
20 |
599,696 |
IHDG, REET, TIP, AMJ
|
RESTATEMENT
|
5/16/2016 |
000135624916000016 |
|
Q4 2015
|
16 |
453,205 |
IHDG, IWR, TIP, AMJ
|
13F-HR
|
2/11/2016 |
000135624916000011 |
|
Q3 2015
|
20 |
473,047 |
IHDG, IWR, TIP, AMJ
|
13F-HR
|
11/12/2015 |
000135624915000009 |
|
Q2 2015
|
19 |
526,194 |
IWR, POWERSHARES DB CMDTY IDX TRA, TIP, IEI
|
13F-HR
|
8/4/2015 |
000135624915000007 |
|
Q1 2015
|
14 |
568,055 |
IWR, TIP, POWERSHARES DB CMDTY IDX TRA, AMJ
|
13F-HR
|
5/1/2015 |
000135624915000006 |
|
Q4 2014
|
12 |
330,960 |
IWR, AMJ, POWERSHARES DB CMDTY IDX TRA, IGSB
|
13F-HR
|
1/29/2015 |
000135624915000002 |
|
Q3 2014
|
12 |
308,537 |
IWR, AMJ, POWERSHARES DB CMDTY IDX TRA, IWN
|
13F-HR
|
10/30/2014 |
000135624914000007 |
|
Q2 2014
|
12 |
303,729 |
IWR, AMJ, POWERSHARES DB CMDTY IDX TRA, IWN
|
13F-HR
|
7/24/2014 |
000135624914000006 |
|
Q1 2014
|
13 |
275,753 |
IWR, POWERSHARES DB CMDTY IDX TRA, AMJ, IWN
|
13F-HR
|
4/8/2014 |
000135624914000005 |
|
Q4 2013
|
12 |
271,068 |
IWR, POWERSHARES DB CMDTY IDX TRA, AMJ, IWN
|
13F-HR
|
1/9/2014 |
000135624914000002 |