|
Q3 2024
|
383 |
3,921,945 |
IVV, MUB, AAPL, MSFT
|
13F-HR
|
11/13/2024 |
000139834424020612 |
|
Q2 2024
|
377 |
3,814,134 |
IVV, RSP, MSFT, MUB
|
13F-HR
|
8/8/2024 |
000139834424014113 |
|
Q1 2024
|
405 |
3,714,848 |
IVV, RSP, MUB, MSFT
|
13F-HR
|
5/7/2024 |
000139834424008932 |
|
Q4 2023
|
379 |
3,229,577 |
IVV, RSP, MUB, IEMG
|
13F-HR
|
2/14/2024 |
000139834424002880 |
|
Q3 2023
|
431 |
2,550,586 |
IVV, RSP, MUB, IEMG
|
13F-HR
|
10/30/2023 |
000139834423019897 |
|
Q2 2023
|
348 |
2,391,814 |
IVV, RSP, MUB, IEMG
|
13F-HR
|
8/1/2023 |
000139834423013891 |
|
Q1 2023
|
319 |
2,071,199 |
IVV, RSP, IJR, SPYX
|
13F-HR
|
5/15/2023 |
000139834423009838 |
|
Q4 2022
|
327 |
1,657,662 |
IVV, RSP, IVW, IJR
|
13F-HR
|
2/14/2023 |
000139834423003248 |
|
Q3 2022
|
296 |
1,518,245 |
IVV, RSP, SGOV, SPYX
|
13F-HR
|
11/14/2022 |
000139834422022020 |
|
Q2 2022
|
314 |
1,646,908 |
RSP, IVV, SGOV, SPYX
|
13F-HR
|
8/11/2022 |
000139834422015364 |
|
Q1 2022
|
359 |
1,882,381 |
RSP, IVV, SPYX, VGIT
|
13F-HR
|
4/29/2022 |
000139834422008269 |
|
Q4 2021
|
343 |
1,712,970 |
IVV, RSP, SPYX, VGIT
|
13F-HR
|
2/7/2022 |
000139834422002224 |
|
Q3 2021
|
306 |
1,567,026 |
IVV, RSP, SPYX, VGIT
|
13F-HR
|
11/4/2021 |
000139834421020933 |
|
Q2 2021
|
342 |
1,649,922 |
IVV, RSP, VGIT, SPYX
|
13F-HR
|
7/30/2021 |
000139834421015133 |
|
Q1 2021
|
304 |
1,616,631 |
IVV, VGIT, SPYX, RSP
|
13F-HR
|
5/7/2021 |
000139834421009965 |
|
Q4 2020
|
287 |
1,646,606 |
IVV, VGIT, IEF, SPYX
|
13F-HR
|
2/8/2021 |
000139834421002577 |
|
Q3 2020
|
281 |
1,543,464 |
IVV, VGIT, IEF, SPYX
|
13F-HR
|
10/26/2020 |
000139834420020704 |
|
Q2 2020
|
241 |
1,377,924 |
IVV, VGIT, IEF, SPYX
|
13F-HR
|
7/23/2020 |
000139834420014165 |
|
Q1 2020
|
232 |
1,253,249 |
IVV, VGIT, RSP, SPYX
|
13F-HR
|
5/7/2020 |
000139834420009575 |
|
Q4 2019
|
227 |
1,645,276 |
IVV, VGIT, EQAL, SPYX
|
13F-HR
|
1/28/2020 |
000139834420001316 |
|
Q3 2019
|
229 |
1,616,628 |
IVV, VGIT, USLB, EQAL
|
13F-HR
|
11/13/2019 |
000139834419019913 |
|
Q2 2019
|
228 |
1,670,462 |
IVV, VGIT, USLB, EQAL
|
13F-HR
|
8/14/2019 |
000139834419014285 |
|
Q1 2019
|
234 |
1,691,406 |
IVV, USLB, VGIT, IDLB
|
13F-HR
|
4/29/2019 |
000139834419007205 |
|
Q4 2018
|
224 |
1,553,440 |
IVV, USLB, IDLB, EQAL
|
13F-HR
|
2/14/2019 |
000139834419002888 |
|
Q3 2018
|
196 |
1,810,287 |
IVV, IDLB, EEMV, IEMG
|
13F-HR
|
11/14/2018 |
000139834418016487 |
|
Q2 2018
|
226 |
1,721,614 |
IVV, USLB, USEQ, IDLB
|
13F-HR
|
7/30/2018 |
000139834418010792 |
|
Q1 2018
|
231 |
1,868,869 |
IVV, POWERSHARES RUSS LOW BETA EQ, POWERSHARES RUSSELL 1000 ENH, POWERSHARES FTSE INTL LO BET
|
13F-HR
|
5/4/2018 |
000139979418000005 |
|
Q4 2017
|
237 |
1,954,063 |
IVV, POWERSHARES RUSS LOW BETA EQ, POWERSHARES FTSE INTL LO BET, EEMS
|
13F-HR
|
2/14/2018 |
000139979418000002 |
|
Q3 2017
|
246 |
1,850,037 |
IVV, POWERSHARES RUSS LOW BETA EQ, POWERSHARES FTSE INTL LO BET, EEMS
|
13F-HR
|
11/14/2017 |
000139979417000008 |
|
Q2 2017
|
245 |
1,770,009 |
IVV, POWERSHARES RUSS LOW BETA EQ, POWERSHARES FTSE INTL LO BET, EEMS
|
13F-HR
|
8/11/2017 |
000139979417000006 |
|
Q1 2017
|
249 |
1,710,009 |
IVV, POWERSHARES RUSS LOW BETA EQ, POWERSHARES FTSE INTL LO BET, GEM
|
13F-HR
|
5/11/2017 |
000139979417000004 |
|
Q4 2016
|
242 |
1,578,701 |
IVV, POWERSHARES RUSS LOW BETA EQ, POWERSHARES FTSE INTL LO BET, GEM
|
13F-HR
|
2/13/2017 |
000139979417000002 |
|
Q3 2016
|
237 |
1,527,976 |
IVV, POWERSHARES FTSE INTL LO BET, POWERSHARES RUSS LOW BETA EQ, GEM
|
13F-HR
|
11/15/2016 |
000139979416000023 |
|
Q2 2016
|
229 |
1,442,370 |
IVV, POWERSHARES FTSE INTL LO BET, POWERSHARES RUSS LOW BETA EQ, PRF
|
13F-HR
|
8/11/2016 |
000139979416000020 |
|
Q1 2016
|
243 |
1,447,007 |
IVV, POWERSHARES FTSE INTL LO BET, POWERSHARES RUSS LOW BETA EQ, PRF
|
13F-HR
|
5/4/2016 |
000139979416000018 |
|
Q4 2015
|
265 |
1,374,255 |
VEA, IDLV, USMV, VWO
|
RESTATEMENT
|
3/30/2016 |
000139979416000017 |
|
Q3 2015
|
252 |
1,464,376 |
IVV, USMV, VEA, IDLV
|
13F-HR
|
11/12/2015 |
000139979415000010 |
|
Q2 2015
|
253 |
1,732,361 |
IVV, VEA, USMV, IDLV
|
13F-HR
|
8/13/2015 |
000139979415000009 |
|
Q1 2015
|
262 |
1,764,438 |
IVV, VEA, USMV, IDLV
|
13F-HR
|
5/14/2015 |
000139979415000008 |
|
Q4 2014
|
276 |
1,703,173 |
IVV, VEA, IDLV, USMV
|
13F-HR
|
2/17/2015 |
000139979415000002 |
|
Q3 2014
|
258 |
1,654,123 |
IVV, VEA, VWO, IDLV
|
13F-HR
|
11/13/2014 |
000139979414000009 |
|
Q2 2014
|
307 |
1,705,454 |
IVV, VEA, VWO, IDLV
|
RESTATEMENT
|
8/14/2014 |
000139979414000008 |
|
Q1 2014
|
291 |
1,611,168 |
IVV, VEA, VWO, IDLV
|
13F-HR
|
5/15/2014 |
000139979414000004 |
|
Q4 2013
|
263 |
1,529,617 |
IVV, VEA, VWO, IDLV
|
RESTATEMENT
|
2/5/2014 |
000139979414000003 |