|
Q3 2024
|
1 |
0 |
|
13F-HR
|
10/11/2024 |
000151241524000006 |
|
Q2 2024
|
44 |
127,734 |
VTI, VTV, VUG, SUB
|
13F-HR
|
8/14/2024 |
000095012324008377 |
|
Q1 2024
|
44 |
127,051 |
VTI, VTV, SUB, VUG
|
13F-HR
|
5/13/2024 |
000095012324004672 |
|
Q4 2023
|
84 |
271,570 |
VTI, SUB, SPSB, VEA
|
13F-HR
|
1/31/2024 |
000095012324000546 |
|
Q3 2023
|
86 |
248,531 |
VTI, SUB, SPSB, VEA
|
13F-HR
|
11/6/2023 |
000095012323009443 |
|
Q2 2023
|
85 |
259,775 |
VTI, SUB, SPSB, VEA
|
13F-HR
|
8/2/2023 |
000095012323006581 |
|
Q1 2023
|
86 |
251,400 |
VTI, SUB, SPSB, VEA
|
13F-HR
|
5/1/2023 |
000095012323003534 |
|
Q4 2022
|
75 |
260,356 |
VTI, SUB, SPSB, VTV
|
13F-HR
|
2/9/2023 |
000095012323001247 |
|
Q3 2022
|
76 |
264,500 |
VTI, SUB, VEA, SPSB
|
13F-HR
|
10/27/2022 |
000095012322010510 |
|
Q2 2022
|
79 |
425,825 |
AGG, VTI, SUB, IVV
|
13F-HR
|
8/8/2022 |
000095012322007947 |
|
Q1 2022
|
80 |
470,279 |
AGG, VTI, SUB, IVV
|
13F-HR
|
4/19/2022 |
000095012322004101 |
|
Q4 2021
|
79 |
487,263 |
AGG, VTI, SUB, IVV
|
13F-HR
|
2/7/2022 |
000095012322001118 |
|
Q3 2021
|
80 |
478,640 |
AGG, IVV, SUB, VTI
|
13F-HR
|
11/10/2021 |
000095012321014553 |
|
Q2 2021
|
74 |
493,513 |
AGG, VTI, SUB, IVV
|
13F-HR
|
8/11/2021 |
000095012321010214 |
|
Q1 2021
|
71 |
473,165 |
AGG, VTI, SUB, IVV
|
13F-HR
|
5/11/2021 |
000095012321005908 |
|
Q4 2020
|
67 |
465,225 |
AGG, VTI, SUB, IVV
|
13F-HR
|
2/9/2021 |
000095012321001352 |
|
Q3 2020
|
63 |
447,602 |
AGG, VTI, SUB, IVV
|
13F-HR
|
11/12/2020 |
000095012320011412 |
|
Q2 2020
|
56 |
439,750 |
IEF, SUB, VTI, AGG
|
13F-HR
|
8/10/2020 |
000095012320007998 |
|
Q1 2020
|
60 |
419,034 |
IEF, SUB, VTI, AGG
|
13F-HR
|
5/5/2020 |
000095012320003916 |
|
Q4 2019
|
71 |
462,407 |
LQD, SUB, IVV, VTI
|
13F-HR
|
2/6/2020 |
000095012320001010 |
|
Q3 2019
|
66 |
449,133 |
SUB, VWO, VTI, SPSB
|
13F-HR
|
11/7/2019 |
000095012319010276 |
|
Q2 2019
|
62 |
601,658 |
VEA, VWO, VTI, PDBC
|
13F-HR
|
8/14/2019 |
000095012319008017 |
|
Q1 2019
|
65 |
597,184 |
VEA, VWO, VTI, PDBC
|
13F-HR
|
5/14/2019 |
000095012319004893 |
|
Q4 2018
|
28 |
443,664 |
FLRN, BSV, BWZ, VWO
|
13F-HR
|
2/12/2019 |
000095012319001293 |
|
Q3 2018
|
30 |
485,885 |
VEA, VWO, VTI, PDBC
|
13F-HR
|
11/8/2018 |
000095012318010781 |
|
Q2 2018
|
26 |
487,902 |
VEA, VWO, VTI, FLRN
|
13F-HR
|
8/10/2018 |
000095012318007937 |
|
Q1 2018
|
25 |
498,319 |
VEA, VWO, VTI, VTV
|
13F-HR
|
5/4/2018 |
000095012318004149 |
|
Q4 2017
|
23 |
496,307 |
VEA, VWO, VTI, VTV
|
13F-HR
|
2/13/2018 |
000095012318001757 |
|
Q3 2017
|
20 |
478,419 |
VEA, VWO, VTI, VTV
|
13F-HR
|
11/7/2017 |
000095012317009653 |
|
Q2 2017
|
22 |
457,398 |
VEA, VWO, VTI, VTV
|
13F-HR
|
8/7/2017 |
000095012317006747 |
|
Q1 2017
|
29 |
462,381 |
VEA, VWO, VTI, VTV
|
13F-HR
|
5/5/2017 |
000095012317003923 |
|
Q4 2016
|
30 |
440,635 |
VEA, FLOT, VTI, VWO
|
13F-HR
|
2/6/2017 |
000095012317000894 |
|
Q3 2016
|
24 |
451,519 |
FLOT, BWX, POWERSHARES ETF TRUST II SENIO, VWO
|
13F-HR
|
11/8/2016 |
000095012316021363 |
|
Q2 2016
|
26 |
588,097 |
VTI, VEA, VWO, FLOT
|
13F-HR
|
8/11/2016 |
000095012316019439 |
|
Q1 2016
|
27 |
751,505 |
BSV, VTI, FLOT, VEA
|
13F-HR
|
5/11/2016 |
000095012316016621 |
|
Q4 2015
|
26 |
775,782 |
VTI, VEA, FLOT, BSV
|
13F-HR
|
2/9/2016 |
000095012316013683 |
|
Q3 2015
|
25 |
803,907 |
VTI, FLOT, BSV, VEA
|
13F-HR
|
11/9/2015 |
000095012315011024 |
|
Q2 2015
|
26 |
1,359,608 |
VTI, VEA, VWO, POWERSHARES DB COMMODITY INDEX
|
13F-HR
|
8/13/2015 |
000095012315008856 |
|
Q1 2015
|
32 |
1,444,417 |
VTI, BSV, VEA, VCSH
|
13F-HR
|
5/14/2015 |
000095012315005893 |
|
Q4 2014
|
29 |
1,231,602 |
VTI, BSV, VEA, VCSH
|
13F-HR
|
2/5/2015 |
000095012315000919 |
|
Q3 2014
|
27 |
1,244,629 |
VTI, VEA, VWO, VSS
|
13F-HR
|
11/6/2014 |
000095012314011037 |
|
Q2 2014
|
27 |
1,270,847 |
VTI, VEA, VWO, VSS
|
13F-HR
|
8/5/2014 |
000095012314007781 |
|
Q1 2014
|
25 |
1,221,145 |
VTI, VEA, VWO, POWERSHARES DB COMMODITY INDEX
|
13F-HR
|
5/12/2014 |
000095012314005391 |
|
Q4 2013
|
27 |
1,125,782 |
VTI, VEA, VWO, POWERSHARES DB COMMODITY INDEX
|
13F-HR
|
1/30/2014 |
000095012314000808 |