|
Q4 2023
|
850 |
3,265,875 |
SPY, DIA, VXUS, QQQ
|
13F-HR
|
2/14/2024 |
000146669724000003 |
|
Q3 2023
|
909 |
2,134,600 |
IXUS, EZU, BBJP, VSGX
|
13F-HR
|
11/14/2023 |
000146669723000015 |
|
Q2 2023
|
897 |
2,301,110 |
ACWX, BIL, SPTI, VSGX
|
13F-HR
|
8/9/2023 |
000146669723000012 |
|
Q1 2023
|
931 |
2,472,489 |
IXUS, ACWI, VEU, URTH
|
13F-HR
|
5/12/2023 |
000146669723000009 |
|
Q4 2022
|
885 |
1,987,501 |
VEU, BBEU, VXUS, SCHF
|
13F-HR
|
2/14/2023 |
000146669723000003 |
|
Q3 2022
|
1,030 |
1,862,670 |
IEFA, ACWI, VGK, SCHR
|
13F-HR
|
11/14/2022 |
000146669722000018 |
|
Q2 2022
|
802 |
1,872,359 |
MUB, EFA, SHYG, CRBN
|
13F-HR
|
8/12/2022 |
000146669722000015 |
|
Q1 2022
|
777 |
2,898,145 |
IXUS, IEMG, SPY, VEU
|
13F-HR
|
5/13/2022 |
000146669722000013 |
|
Q4 2021
|
743 |
1,873,630 |
VXUS, SCHF, IEFA, IWD
|
NEW HOLDINGS
|
2/16/2022 |
000146669722000007 |
|
Q4 2021
|
734 |
1,855,441 |
VXUS, SCHF, IEFA, IWD
|
13F-HR
|
2/14/2022 |
000146669722000006 |
|
Q3 2021
|
972 |
2,487,576 |
SPY, EWJ, XSOE, VXUS
|
13F-HR
|
11/15/2021 |
000146669721000018 |
|
Q2 2021
|
804 |
1,084,280 |
ACWI, IEUR, BBIN, IPAC
|
RESTATEMENT
|
8/24/2021 |
000146669721000014 |
|
Q2 2021
|
466 |
917,192 |
ANGL, HYS, JNK, EPP
|
NEW HOLDINGS
|
8/24/2021 |
000146669721000015 |
|
Q1 2021
|
801 |
1,847,565 |
HYG, QQQ, TLT, BBIN
|
13F-HR
|
5/17/2021 |
000146669721000010 |
|
Q4 2020
|
588 |
1,460,859 |
VXUS, ACWI, IWM, IEFA
|
13F-HR
|
2/16/2021 |
000146669721000005 |
|
Q3 2020
|
503 |
1,346,950 |
EMB, HYG, URTH, EFA
|
13F-HR
|
11/16/2020 |
000146669720000016 |
|
Q2 2020
|
420 |
1,264,309 |
IXUS, VEA, SCHF, IEMG
|
13F-HR
|
8/14/2020 |
000146669720000013 |
|
Q1 2020
|
353 |
1,825,943 |
EFA, IVV, IEV, HYLS
|
13F-HR
|
5/15/2020 |
000146669720000008 |
|
Q4 2019
|
278 |
1,182,463 |
EFA, ACWI, JNK, SHY
|
13F-HR
|
2/14/2020 |
000146669720000002 |
|
Q3 2019
|
328 |
1,425,120 |
IEMG, VWO, NEAR, USHY
|
13F-HR
|
11/14/2019 |
000146669719000020 |
|
Q2 2019
|
272 |
1,517,227 |
IEFA, HYG, EZU, GSY
|
13F-HR
|
8/14/2019 |
000146669719000016 |
|
Q1 2019
|
307 |
1,745,390 |
TLT, VT, IEMG, JNK
|
13F-HR
|
5/15/2019 |
000146669719000010 |
|
Q4 2018
|
279 |
1,650,785 |
EWJ, JNK, VGK, MINT
|
13F-HR
|
2/13/2019 |
000146669719000003 |
|
Q3 2018
|
245 |
857,647 |
VGK, HYG, SPY, JPST
|
13F-HR
|
11/14/2018 |
000146669718000015 |
|
Q2 2018
|
195 |
1,032,275 |
VEA, EFA, AAXJ, SCHE
|
13F-HR
|
8/14/2018 |
000146669718000011 |
|
Q1 2018
|
215 |
1,293,068 |
EFA, JNK, EWJ, IEUR
|
13F-HR
|
5/14/2018 |
000146669718000009 |
|
Q4 2017
|
165 |
1,102,193 |
SPY, ACWI, IEV, OILNF
|
13F-HR
|
2/13/2018 |
000146669718000006 |
|
Q3 2017
|
208 |
928,439 |
EFA, ACWI, IEUR, SCHF
|
13F-HR
|
11/14/2017 |
000146669717000016 |
|
Q2 2017
|
211 |
1,304,752 |
EMB, JNK, HYG, USO
|
13F-HR
|
8/14/2017 |
000146669717000012 |
|
Q1 2017
|
296 |
1,205,868 |
JNK, EMB, HYG, SHYG
|
13F-HR
|
5/15/2017 |
000146669717000010 |
|
Q4 2016
|
513 |
1,628,645 |
IWM, SPY, EMB, HYS
|
13F-HR
|
2/14/2017 |
000146669717000003 |
|
Q3 2016
|
411 |
1,076,832 |
JNK, EMB, EEM, SJB
|
13F-HR
|
11/15/2016 |
000146669716000025 |
|
Q2 2016
|
296 |
1,144,553 |
EFA, HYS, SJNK, EMB
|
13F-HR
|
8/15/2016 |
000146669716000022 |
|
Q1 2016
|
241 |
987,755 |
HYS, HYLS, AAXJ, EFA
|
13F-HR
|
5/12/2016 |
000146669716000019 |
|
Q4 2015
|
229 |
572,511 |
EEM, IEMG, DBEF, VWO
|
13F-HR
|
2/11/2016 |
000146669716000016 |
|
Q3 2015
|
176 |
394,499 |
EFA, ACWI, EWJ, VGK
|
13F-HR
|
11/12/2015 |
000146669715000013 |
|
Q2 2015
|
194 |
520,602 |
EEM, EFA, ProShares Ultra VIX Short-Term, IWM
|
13F-HR
|
8/12/2015 |
000146669715000009 |
|
Q1 2015
|
181 |
478,666 |
EFA, ACWI, XIV, EWT
|
13F-HR
|
5/14/2015 |
000146669715000007 |
|
Q4 2014
|
180 |
890,258 |
EFA, EWJ, ISHARES MSCI UNITED KINGDOM, XIV
|
13F-HR
|
2/10/2015 |
000146669715000003 |
|
Q3 2014
|
183 |
803,886 |
EEM, ISHARES MSCI UNITED KINGDOM, VXX, FEZ
|
13F-HR
|
11/12/2014 |
000146669714000015 |
|
Q2 2014
|
173 |
542,315 |
EZU, VGK, EWY, VWO
|
13F-HR
|
8/13/2014 |
000146669714000013 |
|
Q1 2014
|
174 |
729,060 |
VWO, EWU, EDZ, EFG
|
13F-HR
|
5/14/2014 |
000146669714000011 |
|
Q4 2013
|
199 |
889,130 |
VWO, EWJ, EFA, VGK
|
13F-HR
|
2/14/2014 |
000146669714000005 |