|
Q2 2026
|
|
|
Reported by Benjamin Edwards Inc
|
13F-NT |
7/24/2026 |
000144506526000009 |
|
Q1 2026
|
|
|
Reported by Benjamin Edwards Inc
|
13F-NT |
5/12/2026 |
000144506526000007 |
|
Q4 2025
|
|
|
Reported by Benjamin Edwards Inc
|
13F-NT |
2/2/2026 |
000144506526000001 |
|
Q3 2025
|
|
|
Reported by Benjamin Edwards Inc
|
13F-NT |
10/23/2025 |
000144506525000012 |
|
Q2 2025
|
|
|
Reported by Benjamin Edwards Inc
|
13F-NT |
8/14/2025 |
000144506525000006 |
|
Q1 2025
|
|
|
Reported by Benjamin Edwards Inc
|
13F-NT |
5/12/2025 |
000145162325000005 |
|
Q4 2024
|
|
|
Reported by Benjamin Edwards Inc
|
13F-NT |
2/14/2025 |
000145162325000002 |
|
Q3 2024
|
|
|
Reported by Benjamin Edwards Inc
|
13F-NT |
11/14/2024 |
000144506524000017 |
|
Q2 2024
|
2,153 |
5,689,320 |
AAPL, MSFT, XMHQ, HYBB
|
13F-HR
|
8/12/2024 |
000144506524000012 |
|
Q1 2024
|
2,149 |
5,506,001 |
AAPL, XMHQ, MSFT, HYBB
|
13F-HR
|
4/29/2024 |
000144506524000008 |
|
Q4 2023
|
2,111 |
4,984,816 |
AAPL, MSFT, XMHQ, SCHF
|
13F-HR
|
2/6/2024 |
000144506524000002 |
|
Q3 2023
|
1,778 |
2,604,467 |
SPDW, MDYV, SCHF, MDYG
|
13F-HR
|
11/13/2023 |
000144506523000014 |
|
Q2 2023
|
1,787 |
2,628,578 |
SPDW, MDYV, SCHF, MDYG
|
13F-HR
|
8/15/2023 |
000144506523000011 |
|
Q1 2023
|
1,803 |
2,388,672 |
SPDW, MDYV, SCHF, AAPL
|
13F-HR
|
4/27/2023 |
000144506523000008 |
|
Q4 2022
|
1,878 |
2,225,889 |
HYBB, SHY, MDYV, SCHF
|
13F-HR
|
2/7/2023 |
000144506523000001 |
|
Q3 2022
|
1,843 |
1,993,804 |
AAPL, HYBB, IBTK, SLYV
|
13F-HR
|
10/28/2022 |
000144506522000016 |
|
Q2 2022
|
1,832 |
2,068,878 |
SPDW, AAPL, SLYV, SCHF
|
13F-HR
|
8/12/2022 |
000144506522000013 |
|
Q1 2022
|
1,779 |
2,239,765 |
SPDW, AAPL, SLYV, IUSG
|
13F-HR
|
5/4/2022 |
000144506522000008 |
|
Q4 2021
|
1,718 |
2,246,106 |
SPDW, SPYV, AAPL, SLYV
|
13F-HR
|
2/7/2022 |
000144506522000001 |
|
Q3 2021
|
1,715 |
1,988,371 |
SPDW, SPYV, SLYV, IUSG
|
13F-HR
|
11/2/2021 |
000144506521000016 |
|
Q2 2021
|
1,689 |
1,962,998 |
SPDW, SPYV, SLYV, AAPL
|
13F-HR
|
8/11/2021 |
000144506521000013 |
|
Q1 2021
|
1,683 |
1,857,436 |
SPDW, SPYV, SLYV, VCIT
|
13F-HR
|
5/14/2021 |
000144506521000010 |
|
Q4 2020
|
1,612 |
1,683,757 |
SPYV, SPYG, IAU, AAPL
|
13F-HR
|
2/16/2021 |
000144506521000001 |
|
Q3 2020
|
1,676 |
1,491,593 |
SPYG, AAPL, SPYV, VCIT
|
13F-HR
|
11/13/2020 |
000144506520000013 |
|
Q2 2020
|
1,693 |
1,377,412 |
SPYG, MDYG, AAPL, VCIT
|
13F-HR
|
8/14/2020 |
000145162320000003 |
|
Q1 2020
|
1,734 |
1,169,775 |
VCIT, TLT, IAU, IVE
|
13F-HR
|
5/7/2020 |
000144506520000010 |
|
Q4 2019
|
1,892 |
1,421,646 |
IVE, VCIT, IVW, TLT
|
13F-HR
|
2/6/2020 |
000144506520000001 |
|
Q3 2019
|
1,850 |
1,278,621 |
IJJ, IJK, IVW, IVE
|
13F-HR
|
11/5/2019 |
000144506519000019 |
|
Q2 2019
|
1,927 |
1,191,989 |
IVW, IVE, IJK, IJJ
|
13F-HR
|
8/8/2019 |
000144506519000015 |
|
Q1 2019
|
1,723 |
1,103,764 |
IVW, IVE, IJK, IJJ
|
13F-HR
|
5/15/2019 |
000144506519000014 |
|
Q4 2018
|
1,715 |
964,378 |
IVW, IJT, IVE, VCIT
|
13F-HR
|
1/31/2019 |
000144506519000003 |
|
Q3 2018
|
1,610 |
1,063,153 |
IVW, IVE, VCIT, IJT
|
13F-HR
|
10/29/2018 |
000144506518000017 |
|
Q2 2018
|
1,604 |
1,015,682 |
IVW, IVE, VCIT, VWO
|
13F-HR
|
7/19/2018 |
000144506518000014 |
|
Q1 2018
|
1,613 |
982,761 |
IVW, VWO, IVE, VCIT
|
13F-HR
|
4/17/2018 |
000144506518000011 |
|
Q4 2017
|
1,589 |
957,914 |
VWO, VTI, VCIT, IYW
|
13F-HR
|
1/17/2018 |
000144506518000001 |
|
Q3 2017
|
1,552 |
831,520 |
VWO, VTI, IJJ, IJK
|
13F-HR
|
10/24/2017 |
000144506517000020 |
|
Q2 2017
|
1,471 |
765,846 |
IYW, IJJ, IJK, VTI
|
13F-HR
|
7/26/2017 |
000144506517000016 |
|
Q1 2017
|
1,360 |
679,890 |
IWS, IJJ, IYF, IYW
|
13F-HR
|
5/4/2017 |
000144506517000014 |
|
Q4 2016
|
1,250 |
610,756 |
IJJ, IYW, IJK, VTI
|
13F-HR
|
1/18/2017 |
000144506517000003 |
|
Q3 2016
|
1,131 |
565,569 |
TLT, IJJ, VCLT, IYW
|
13F-HR
|
10/24/2016 |
000144506516000036 |
|
Q2 2016
|
1,093 |
513,065 |
IJK, IJJ, TLT, VCLT
|
13F-HR
|
7/11/2016 |
000144506516000032 |
|
Q1 2016
|
1,102 |
482,940 |
IJJ, IJK, VCLT, TLT
|
13F-HR
|
4/13/2016 |
000144506516000029 |
|
Q4 2015
|
1,227 |
463,523 |
IJK, IJJ, VCLT, TLT
|
13F-HR
|
1/12/2016 |
000144506516000023 |
|
Q3 2015
|
1,144 |
456,547 |
IJK, IWP, IJJ, VCLT
|
13F-HR
|
10/16/2015 |
000144506515000020 |
|
Q2 2015
|
1,176 |
501,872 |
IJK, IWP, IJJ, VCLT
|
13F-HR
|
7/10/2015 |
000144506515000017 |
|
Q1 2015
|
1,136 |
476,814 |
IJK, IWP, IJJ, VCLT
|
13F-HR
|
4/14/2015 |
000144506515000014 |
|
Q4 2014
|
1,028 |
431,077 |
IJK, IJJ, IWO, LQD
|
13F-HR
|
2/6/2015 |
000144506515000007 |
|
Q3 2014
|
989 |
400,816 |
IJK, LQD, IJJ, IYW
|
13F-HR
|
11/6/2014 |
000144506514000019 |
|
Q2 2014
|
935 |
393,522 |
IJJ, IJK, LQD, IYW
|
13F-HR
|
7/21/2014 |
000144506514000015 |
|
Q1 2014
|
905 |
364,657 |
IJJ, IJK, LQD, VNQ
|
13F-HR
|
4/14/2014 |
000144506514000012 |
|
Q4 2013
|
954 |
296,593 |
VNQ, IJK, LQD, IYW
|
13F-HR
|
1/15/2014 |
000144506514000008 |