|
Q3 2024
|
24 |
1,243,449 |
IEF, BBJP, SCHP, SPY
|
13F-HR
|
11/12/2024 |
000156647524000026 |
|
Q2 2024
|
27 |
1,305,821 |
IEF, BBJP, SCHP, SHY
|
13F-HR
|
8/13/2024 |
000156647524000009 |
|
Q4 2022
|
428 |
3,131,714 |
QUAL, MTUM, SPAB, RODM
|
13F-HR
|
2/2/2023 |
000151961123000003 |
|
Q3 2022
|
417 |
2,868,375 |
SPAB, IEI, QUAL, MTUM
|
13F-HR
|
10/20/2022 |
000151961122000010 |
|
Q2 2022
|
419 |
3,012,887 |
RODM, SPAB, QUAL, MTUM
|
13F-HR
|
7/26/2022 |
000151961122000008 |
|
Q1 2022
|
421 |
3,320,913 |
SPAB, RODM, QUAL, MTUM
|
13F-HR
|
4/27/2022 |
000151961122000005 |
|
Q4 2021
|
418 |
3,425,110 |
SPAB, RODM, QUAL, MTUM
|
13F-HR
|
1/28/2022 |
000151961122000002 |
|
Q3 2021
|
409 |
3,156,615 |
SPAB, QUAL, MTUM, IEI
|
13F-HR
|
11/10/2021 |
000151961121000011 |
|
Q2 2021
|
390 |
3,079,273 |
SPAB, QUAL, MTUM, RODM
|
13F-HR
|
8/3/2021 |
000151961121000009 |
|
Q1 2021
|
376 |
2,809,801 |
SPAB, QUAL, RODM, MTUM
|
13F-HR
|
5/6/2021 |
000151961121000007 |
|
Q4 2020
|
356 |
2,573,967 |
SPAB, RODM, QUAL, IEI
|
RESTATEMENT
|
2/11/2021 |
000151961121000006 |
|
Q3 2020
|
339 |
2,231,692 |
RODM, SPAB, QUAL, IEI
|
13F-HR
|
11/4/2020 |
000151961120000009 |
|
Q2 2020
|
332 |
2,084,906 |
SPAB, RODM, QUAL, IEI
|
13F-HR
|
8/12/2020 |
000151961120000007 |
|
Q1 2020
|
296 |
1,778,559 |
SPAB, RODM, QUAL, IEI
|
13F-HR
|
5/11/2020 |
000151961120000005 |
|
Q4 2019
|
333 |
2,160,916 |
SPAB, RODM, QUAL, MTUM
|
13F-HR
|
2/11/2020 |
000151961120000004 |
|
Q3 2019
|
315 |
1,945,283 |
JPIN, SPAB, QUAL, MTUM
|
13F-HR
|
11/13/2019 |
000151961119000010 |
|
Q2 2019
|
323 |
1,859,762 |
JPIN, SPAB, QUAL, MTUM
|
13F-HR
|
8/13/2019 |
000151961119000008 |
|
Q1 2019
|
307 |
1,755,474 |
JPIN, SPAB, IEI, QUAL
|
13F-HR
|
5/14/2019 |
000151961119000006 |
|
Q4 2018
|
305 |
1,564,273 |
IEI, SPAB, JPIN, VEA
|
13F-HR
|
2/14/2019 |
000151961119000003 |
|
Q3 2018
|
296 |
1,671,841 |
VEA, SPAB, JPIN, IEI
|
13F-HR
|
11/14/2018 |
000151961118000012 |
|
Q2 2018
|
274 |
1,582,551 |
VEA, SPAB, IEI, JPIN
|
RESTATEMENT
|
8/13/2018 |
000151961118000010 |
|
Q1 2018
|
262 |
1,553,801 |
VEA, IEI, JPIN, SPAB
|
13F-HR
|
5/4/2018 |
000151961118000008 |
|
Q4 2017
|
260 |
1,507,958 |
JPIN, VEA, AGG, IJH
|
13F-HR
|
2/14/2018 |
000151961118000004 |
|
Q3 2017
|
256 |
1,453,069 |
JPIN, VEA, VTI, IJH
|
13F-HR
|
11/13/2017 |
000151961117000011 |
|
Q2 2017
|
251 |
1,330,354 |
JPIN, VEA, IVV, AGG
|
13F-HR
|
8/8/2017 |
000151961117000009 |
|
Q1 2017
|
242 |
1,261,990 |
VEA, JPIN, IVV, AGG
|
13F-HR
|
5/11/2017 |
000151961117000007 |
|
Q4 2016
|
236 |
1,156,600 |
IVV, VEA, JPIN, VTI
|
13F-HR
|
2/14/2017 |
000151961117000004 |
|
Q3 2016
|
216 |
1,100,792 |
IVV, JPIN, VTI, AGG
|
13F-HR
|
11/8/2016 |
000151961116000017 |
|
Q2 2016
|
205 |
997,804 |
IVV, VTI, AGG, JPIN
|
13F-HR
|
8/11/2016 |
000151961116000015 |
|
Q1 2016
|
216 |
969,188 |
IVV, VTI, VWO, VEA
|
13F-HR
|
5/6/2016 |
000151961116000013 |
|
Q4 2015
|
215 |
908,129 |
IVV, IEI, DBEF, VTI
|
13F-HR
|
2/10/2016 |
000151961116000010 |
|
Q3 2015
|
224 |
882,485 |
IVV, IEI, DBEF, JNK
|
13F-HR
|
11/10/2015 |
000151961115000008 |
|
Q2 2015
|
218 |
919,389 |
IVV, IEI, DBEF, JNK
|
13F-HR
|
8/12/2015 |
000151961115000007 |
|
Q1 2015
|
217 |
897,796 |
IVV, IEI, JNK, DBEF
|
13F-HR
|
5/15/2015 |
000151961115000005 |
|
Q4 2014
|
206 |
825,311 |
IVV, IEI, GUGGENHEIM RUSSELL MIDCAP EQ WEIGHT ETF, RWO
|
13F-HR
|
2/9/2015 |
000151961115000002 |
|
Q3 2014
|
190 |
756,678 |
IVV, IEI, GUGGENHEIM RUSSELL MIDCAP EQ WEIGHT ETF, AMLP
|
13F-HR
|
11/6/2014 |
000151961114000008 |
|
Q2 2014
|
184 |
713,772 |
IVV, IEI, VWO, GUGGENHEIM RUSSELL MIDCAP EQ WEIGHT ETF
|
13F-HR
|
8/8/2014 |
000151961114000006 |
|
Q1 2014
|
173 |
629,882 |
IVV, STIP, IGIB, VWO
|
13F-HR
|
5/12/2014 |
000151961114000004 |
|
Q4 2013
|
158 |
581,407 |
VWO, STIP, IVV, IGIB
|
13F-HR
|
2/12/2014 |
000139834414000866 |