|
Q4 2023
|
3,125 |
4,330,955 |
IWF, IUSV, VIG, ICSH
|
13F-HR
|
1/31/2024 |
000145604824000002 |
|
Q3 2023
|
3,198 |
3,839,519 |
IWF, IUSV, ICSH, VIG
|
13F-HR
|
11/3/2023 |
000145604823000005 |
|
Q2 2023
|
3,228 |
3,915,142 |
IWF, IUSV, VIG, IEFA
|
13F-HR
|
8/1/2023 |
000145604823000004 |
|
Q1 2023
|
3,275 |
3,662,603 |
IWF, IUSV, IEFA, ICSH
|
13F-HR
|
4/28/2023 |
000145604823000003 |
|
Q4 2022
|
3,279 |
3,421,464 |
IWF, ICSH, IUSV, VIG
|
13F-HR
|
1/30/2023 |
000145604823000001 |
|
Q3 2022
|
3,290 |
2,920,673 |
IWF, ICSH, IUSV, VIG
|
13F-HR
|
11/8/2022 |
000145604822000005 |
|
Q2 2022
|
3,217 |
2,937,171 |
IWF, IUSV, VIG, ICSH
|
13F-HR
|
8/9/2022 |
000145604822000004 |
|
Q1 2022
|
3,225 |
3,320,979 |
IWF, IUSV, VIG, JPST
|
13F-HR
|
5/2/2022 |
000145604822000003 |
|
Q4 2021
|
3,168 |
3,252,574 |
IWF, IUSV, VXUS, VIG
|
13F-HR
|
1/25/2022 |
000145604822000001 |
|
Q3 2021
|
3,106 |
2,894,664 |
IWF, VXUS, IUSV, VIG
|
13F-HR
|
10/28/2021 |
000145604821000006 |
|
Q2 2021
|
3,010 |
2,507,291 |
VXUS, VIG, IWF, VLUE
|
13F-HR
|
7/26/2021 |
000145604821000005 |
|
Q1 2021
|
2,809 |
2,261,431 |
VXUS, IWF, VIG, VLUE
|
13F-HR
|
4/30/2021 |
000145604821000004 |
|
Q4 2020
|
2,593 |
2,121,671 |
IWF, USMV, VIG, VXUS
|
13F-HR
|
2/11/2021 |
000145604821000003 |
|
Q3 2020
|
2,656 |
1,867,465 |
USMV, IWF, VIG, VXUS
|
13F-HR
|
11/3/2020 |
000145604820000004 |
|
Q2 2020
|
2,555 |
1,655,048 |
USMV, IWF, VIG, VXUS
|
13F-HR
|
7/30/2020 |
000135286020000005 |
|
Q1 2020
|
2,390 |
1,157,105 |
USMV, IWF, VIG, VXUS
|
13F-HR
|
4/23/2020 |
000145604820000003 |
|
Q4 2019
|
2,239 |
1,354,074 |
USMV, IWF, VIG, VXUS
|
13F-HR
|
2/5/2020 |
000145604820000001 |
|
Q3 2019
|
2,169 |
1,217,209 |
USMV, VIG, IWF, JPST
|
13F-HR
|
10/16/2019 |
000145604819000005 |
|
Q2 2019
|
2,098 |
1,155,993 |
USMV, VIG, IWF, JPST
|
13F-HR
|
7/31/2019 |
000145604819000004 |
|
Q1 2019
|
2,025 |
1,174,874 |
USMV, JPST, VIG, VXUS
|
13F-HR
|
5/9/2019 |
000145604819000003 |
|
Q4 2018
|
2,043 |
1,073,103 |
USMV, JPST, VIG, VXUS
|
13F-HR
|
2/13/2019 |
000145604819000002 |
|
Q3 2018
|
1,988 |
984,166 |
IWM, DXJ, JPST, VIG
|
13F-HR
|
11/15/2018 |
000145604818000005 |
|
Q2 2018
|
1,969 |
896,419 |
IWM, DXJ, VANECK VECTORS ETF TR, IWF
|
13F-HR
|
8/14/2018 |
000145604818000004 |
|
Q1 2018
|
1,794 |
852,510 |
EZU, DXJ, IWM, IWF
|
13F-HR
|
5/8/2018 |
000145604818000003 |
|
Q4 2017
|
349 |
829,945 |
EZU, DXJ, IWM, VANECK VECTORS ETF TR
|
13F-HR
|
2/13/2018 |
000145604818000002 |
|
Q3 2017
|
316 |
753,598 |
EZU, DXJ, IWM, VANECK VECTORS ETF TR
|
13F-HR
|
11/14/2017 |
000145604817000005 |
|
Q2 2017
|
294 |
688,008 |
EZU, DXJ, IWM, IWF
|
13F-HR
|
8/14/2017 |
000145604817000004 |
|
Q1 2017
|
285 |
674,979 |
EZU, DXJ, IWM, MLPI
|
13F-HR
|
5/15/2017 |
000145604817000003 |
|
Q4 2016
|
231 |
595,191 |
EZU, DXJ, IWM, KO
|
13F-HR
|
2/14/2017 |
000145604817000001 |
|
Q3 2016
|
1,611 |
684,639 |
VGK, DXJ, HYG, IWM
|
13F-HR
|
11/14/2016 |
000145604816000011 |
|
Q2 2016
|
1,442 |
684,520 |
VGK, IWP, DXJ, HYG
|
13F-HR
|
7/29/2016 |
000145604816000010 |
|
Q1 2016
|
1,417 |
586,662 |
VGK, DXJ, HYG, RWX
|
13F-HR
|
5/12/2016 |
000145604816000009 |
|
Q4 2015
|
1,319 |
516,479 |
VGK, DXJ, IWM, RWX
|
13F-HR
|
1/22/2016 |
000145604816000007 |
|
Q3 2015
|
1,281 |
438,576 |
VGK, DXJ, RWX, IWM
|
13F-HR
|
10/23/2015 |
000145604815000006 |
|
Q2 2015
|
1,131 |
461,276 |
VGK, DXJ, RWX, IWM
|
13F-HR
|
7/15/2015 |
000145604815000005 |
|
Q1 2015
|
1,009 |
412,465 |
VGK, VWO, IWM, KO
|
13F-HR
|
4/15/2015 |
000145604815000002 |
|
Q4 2014
|
910 |
402,221 |
VGK, VWO, IWM, KO
|
13F-HR
|
2/13/2015 |
000145604815000001 |
|
Q3 2014
|
765 |
306,858 |
VGK, KO, OEF, VWO
|
13F-HR
|
11/13/2014 |
000145604814000004 |
|
Q2 2014
|
919 |
287,289 |
VGK, KO, OEF, USMV
|
13F-HR
|
8/14/2014 |
000145604814000003 |
|
Q1 2014
|
858 |
248,378 |
VGK, OEF, KO, USMV
|
13F-HR
|
5/16/2014 |
000145604814000002 |
|
Q4 2013
|
779 |
274,586 |
VGK, OEF, KO, USMV
|
13F-HR
|
2/11/2014 |
000145604814000001 |