Q2 2024
|
118 |
679,364 |
BKLN, VCIT, VOO, SRLN
|
13F-HR
|
8/14/2024 |
000095012324008702 |
Q1 2024
|
119 |
351,039 |
VCIT, HYG, AMPS, AMT
|
13F-HR
|
5/15/2024 |
000095012324005311 |
Q4 2023
|
113 |
345,732 |
VCIT, AMPS, HYG, AMT
|
13F-HR
|
2/12/2024 |
000095012324001455 |
Q3 2023
|
110 |
360,256 |
IGLB, HYG, AMPS, AMT
|
13F-HR
|
11/8/2023 |
000095012323009626 |
Q2 2023
|
113 |
393,836 |
IGLB, HYG, AMPS, AMT
|
13F-HR
|
8/11/2023 |
000095012323007362 |
Q1 2023
|
119 |
440,999 |
SHYG, OWL, HYG, AMPS
|
13F-HR
|
5/4/2023 |
000095012323003754 |
Q4 2022
|
121 |
371,834 |
VCIT, OWL, AMPS, HYG
|
13F-HR
|
2/9/2023 |
000095012323001207 |
Q3 2022
|
119 |
332,941 |
AMPS, OWL, HYG, AMT
|
13F-HR
|
11/8/2022 |
000095012322011140 |
Q2 2022
|
129 |
667,827 |
SPY, EFA, EEM, OWL
|
13F-HR
|
8/11/2022 |
000095012322008377 |
Q1 2022
|
149 |
2,834,938 |
SPY, EFA, HYG, EEM
|
13F-HR
|
5/16/2022 |
000095012322006545 |
Q4 2021
|
70 |
1,983,128 |
SPY, EFA, EEM, EWC
|
13F-HR
|
2/11/2022 |
000095012322002035 |
Q3 2021
|
24 |
1,841,240 |
SPY, EFA, EEM, OWL
|
13F-HR
|
11/9/2021 |
000095012321014393 |
Q2 2021
|
20 |
1,854,798 |
SPY, EFA, EEM, OWL
|
13F-HR
|
8/13/2021 |
000095012321010812 |
Q1 2021
|
19 |
1,628,070 |
SPY, EFA, EEM, EWC
|
13F-HR
|
5/12/2021 |
000095012321006077 |
Q4 2020
|
14 |
1,517,257 |
SPY, EFA, EEM, PLG
|
13F-HR
|
2/12/2021 |
000095012321001834 |
Q3 2020
|
10 |
855,490 |
SPY, EFA, EEM, EWC
|
13F-HR
|
11/12/2020 |
000095012320011288 |
Q2 2020
|
11 |
701,131 |
SPY, EFA, EEM, EWC
|
13F-HR
|
8/11/2020 |
000095012320008181 |
Q1 2020
|
13 |
1,014,157 |
SPY, EFA, EEM, EWC
|
13F-HR
|
5/6/2020 |
000095012320004010 |
Q4 2019
|
13 |
1,279,887 |
SPY, EFA, EEM, EWC
|
13F-HR
|
1/30/2020 |
000095012320000673 |
Q3 2019
|
15 |
1,318,404 |
SPY, EFA, EEM, EWC
|
13F-HR
|
11/6/2019 |
000095012319010171 |
Q2 2019
|
26 |
2,051,567 |
SPY, EFA, EEM, HYG
|
13F-HR
|
8/8/2019 |
000095012319007349 |
Q1 2019
|
26 |
2,479,404 |
SPY, EFA, EEM, MBB
|
13F-HR
|
5/10/2019 |
000095012319004363 |
Q4 2018
|
29 |
2,769,464 |
SPY, LQD, EFA, ITOT
|
13F-HR
|
2/14/2019 |
000095012319001730 |
Q3 2018
|
953 |
4,800,917 |
SPY, EFA, LQD, ITOT
|
13F-HR
|
11/14/2018 |
000095012318011702 |
Q2 2018
|
967 |
3,959,759 |
LQD, ITOT, SPY, SHY
|
13F-HR
|
8/10/2018 |
000095012318008010 |
Q1 2018
|
960 |
3,267,649 |
LQD, ITOT, IEFA, MBB
|
13F-HR
|
5/9/2018 |
000095012318004453 |
Q4 2017
|
965 |
3,417,103 |
LQD, ITOT, IEFA, MBB
|
13F-HR
|
2/12/2018 |
000095012318001426 |
Q3 2017
|
947 |
1,826,847 |
DXJ, PVG, VEU, GIGB
|
13F-HR
|
11/14/2017 |
000095012317010588 |
Q2 2017
|
957 |
2,465,791 |
DXJ, PVG, VEU, AAPL
|
13F-HR
|
8/11/2017 |
000095012317007439 |
Q1 2017
|
987 |
2,558,513 |
AGG, PVG, SPY, VEU
|
13F-HR
|
5/12/2017 |
000095012317004721 |
Q4 2016
|
1,005 |
2,800,852 |
SPY, AGG, PVG, PLATINUM GROUP METALS LTD
|
13F-HR
|
2/14/2017 |
000095012317002142 |
Q3 2016
|
995 |
2,817,004 |
AGG, SPY, PVG, PLATINUM GROUP METALS LTD
|
13F-HR
|
11/10/2016 |
000095012316021701 |
Q2 2016
|
1,022 |
2,735,657 |
AGG, SPY, PVG, PLATINUM GROUP METALS LTD
|
13F-HR
|
8/12/2016 |
000095012316019716 |
Q1 2016
|
997 |
2,405,078 |
VGK, SPY, PLATINUM GROUP METALS LTD, AAPL
|
13F-HR
|
5/6/2016 |
000095012316016273 |
Q4 2015
|
978 |
2,495,593 |
SPY, PLATINUM GROUP METALS LTD, DXJ, PVG
|
13F-HR
|
2/9/2016 |
000095012316013748 |
Q3 2015
|
1,039 |
2,644,787 |
EWJ, SPY, DXJ, PLATINUM GROUP METALS LTD
|
13F-HR
|
11/12/2015 |
000095012315011472 |
Q2 2015
|
1,039 |
2,904,177 |
EWJ, DXJ, SPY, PLATINUM GROUP METALS LTD
|
13F-HR
|
8/11/2015 |
000095012315008413 |
Q1 2015
|
1,021 |
3,239,477 |
SPY, EWJ, DXJ, PLATINUM GROUP METALS LTD
|
13F-HR
|
5/13/2015 |
000095012315005647 |
Q4 2014
|
1,023 |
3,177,739 |
SPY, EWJ, DXJ, PLATINUM GROUP METALS LTD
|
13F-HR
|
2/13/2015 |
000095012315002032 |
Q3 2014
|
1,048 |
3,083,928 |
SPY, PLATINUM GROUP METALS LTD, DXJ, EWJ
|
13F-HR
|
11/14/2014 |
000095012314012134 |
Q2 2014
|
1,009 |
3,176,408 |
SPY, VGK, PLATINUM GROUP METALS LTD, PVG
|
13F-HR
|
8/14/2014 |
000095012314008862 |
Q1 2014
|
1,015 |
3,060,166 |
VGK, SPY, PLATINUM GROUP METALS LTD, AXXDF
|
13F-HR
|
5/14/2014 |
000095012314005892 |
Q4 2013
|
1,042 |
2,848,607 |
SPY, PLATINUM GROUP METALS LTD, AXXDF, ARCC
|
13F-HR
|
2/13/2014 |
000095012314002144 |