Q3 2024
|
459 |
998,788 |
ITOT, VTI, BSV, IVV
|
13F-HR
|
11/8/2024 |
000148382424000006 |
Q2 2024
|
438 |
956,173 |
ITOT, VTI, BSV, IVV
|
13F-HR
|
8/5/2024 |
000148382424000005 |
Q1 2024
|
534 |
937,923 |
ITOT, VTI, BSV, IVV
|
RESTATEMENT
|
5/13/2024 |
000148382424000004 |
Q4 2023
|
415 |
876,099 |
ITOT, VTI, BSV, MINT
|
13F-HR
|
2/12/2024 |
000148382424000002 |
Q3 2023
|
413 |
816,184 |
ITOT, VTI, BSV, MINT
|
13F-HR
|
11/9/2023 |
000148382423000005 |
Q2 2023
|
411 |
837,004 |
ITOT, VTI, BSV, MINT
|
13F-HR
|
8/16/2023 |
000148382423000004 |
Q1 2023
|
415 |
807,427 |
ITOT, BSV, VTI, MINT
|
13F-HR
|
5/2/2023 |
000148382423000003 |
Q4 2022
|
390 |
764,350 |
ITOT, BSV, VTI, MINT
|
13F-HR
|
2/15/2023 |
000148382423000002 |
Q3 2022
|
372 |
720,573 |
ITOT, BSV, MINT, AGG
|
13F-HR
|
11/9/2022 |
000148382422000005 |
Q2 2022
|
84 |
737,973 |
ITOT, BSV, MINT, AGG
|
13F-HR
|
8/11/2022 |
000148382422000004 |
Q1 2022
|
93 |
837,589 |
ITOT, BSV, AGG, MINT
|
13F-HR
|
5/18/2022 |
000148382422000003 |
Q4 2021
|
381 |
886,212 |
ITOT, BSV, MINT, AGG
|
13F-HR
|
2/14/2022 |
000148382422000002 |
Q3 2021
|
376 |
817,820 |
ITOT, BSV, AGG, MINT
|
13F-HR
|
11/9/2021 |
000148382421000005 |
Q2 2021
|
355 |
801,540 |
ITOT, BSV, AGG, MINT
|
13F-HR
|
8/2/2021 |
000148382421000004 |
Q1 2021
|
328 |
754,703 |
ITOT, BSV, AGG, MINT
|
13F-HR
|
5/10/2021 |
000148382421000003 |
Q4 2020
|
292 |
724,650 |
ITOT, BSV, AGG, MINT
|
13F-HR
|
2/12/2021 |
000148382421000002 |
Q3 2020
|
284 |
663,785 |
ITOT, BSV, AGG, MINT
|
13F-HR
|
11/13/2020 |
000148382420000005 |
Q2 2020
|
284 |
609,477 |
ITOT, BSV, AGG, MINT
|
13F-HR
|
8/13/2020 |
000148382420000004 |
Q1 2020
|
267 |
544,768 |
ITOT, BSV, AGG, MINT
|
13F-HR
|
5/7/2020 |
000148382420000003 |
Q4 2019
|
271 |
612,516 |
ITOT, BSV, MINT, AGG
|
13F-HR
|
2/5/2020 |
000148382420000002 |
Q3 2019
|
279 |
558,881 |
ITOT, MINT, BSV, IXUS
|
13F-HR
|
11/12/2019 |
000148382419000005 |
Q2 2019
|
274 |
492,712 |
ITOT, MINT, BSV, IXUS
|
13F-HR
|
8/9/2019 |
000148382419000004 |
Q1 2019
|
230 |
474,556 |
ITOT, MINT, BSV, IXUS
|
13F-HR
|
5/15/2019 |
000148382419000003 |
Q4 2018
|
232 |
405,685 |
ITOT, MINT, IXUS, BSV
|
13F-HR
|
2/6/2019 |
000148382419000002 |
Q3 2018
|
205 |
387,775 |
ITOT, MINT, IXUS, IVV
|
13F-HR
|
11/9/2018 |
000148382418000006 |
Q2 2018
|
195 |
365,170 |
ITOT, MINT, IVV, USMV
|
13F-HR
|
8/7/2018 |
000148382418000005 |
Q1 2018
|
201 |
347,828 |
ITOT, MINT, IVV, USMV
|
13F-HR
|
5/11/2018 |
000148382418000004 |
Q4 2017
|
200 |
365,062 |
ITOT, TOTL, MINT, IVV
|
13F-HR
|
2/9/2018 |
000148382418000003 |
Q3 2017
|
274 |
346,817 |
ITOT, TOTL, MINT, IVV
|
13F-HR
|
11/13/2017 |
000148382417000005 |
Q2 2017
|
179 |
335,131 |
TOTL, ITOT, MINT, IVV
|
13F-HR
|
7/11/2017 |
000148382417000004 |
Q1 2017
|
179 |
339,560 |
MINT, TOTL, ITOT, IVV
|
13F-HR
|
5/10/2017 |
000148382417000003 |
Q4 2016
|
182 |
326,064 |
MINT, USMV, TOTL, IVV
|
13F-HR
|
2/7/2017 |
000148382417000002 |
Q3 2016
|
166 |
332,598 |
MINT, TOTL, USMV, IVV
|
13F-HR
|
11/7/2016 |
000148382416000015 |
Q2 2016
|
176 |
319,367 |
MINT, TOTL, USMV, IVV
|
13F-HR
|
8/4/2016 |
000148382416000014 |
Q1 2016
|
149 |
308,271 |
MINT, TOTL, USMV, NEAR
|
13F-HR
|
5/10/2016 |
000148382416000013 |
Q4 2015
|
149 |
322,754 |
MINT, USMV, IXUS, VTV
|
13F-HR
|
2/9/2016 |
000148382416000012 |
Q3 2015
|
158 |
326,581 |
MINT, IXUS, USMV, VTV
|
13F-HR
|
11/5/2015 |
000148382415000008 |
Q2 2015
|
163 |
393,713 |
MINT, VTV, VBR, VIG
|
13F-HR
|
7/20/2015 |
000148382415000007 |
Q1 2015
|
156 |
426,033 |
MINT, VTV, VBR, ACWI
|
13F-HR
|
5/7/2015 |
000148382415000006 |
Q4 2014
|
162 |
436,834 |
MINT, ACWI, VTV, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
1/20/2015 |
000148382415000002 |
Q3 2014
|
161 |
439,826 |
MINT, ACWI, VTV, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
11/12/2014 |
000148382414000013 |
Q2 2014
|
165 |
444,071 |
MINT, ACWI, CLAYMORE EXCHANGE TRD FD TR, VTV
|
13F-HR
|
8/5/2014 |
000148382414000006 |
Q1 2014
|
164 |
434,412 |
MINT, ACWI, CLAYMORE EXCHANGE TRD FD TR, VTV
|
13F-HR
|
5/6/2014 |
000148382414000004 |
Q4 2013
|
165 |
425,493 |
ACWI, SDY, DWX, HYS
|
13F-HR
|
2/13/2014 |
000148382414000002 |