|
Q3 2024
|
108 |
965,214 |
ETF SER SOLUTIONS, VXUS, XLB, VFH
|
13F-HR
|
11/12/2024 |
000117266124004570 |
|
Q2 2024
|
112 |
913,075 |
ETF SER SOLUTIONS, VXUS, XLB, VFH
|
13F-HR
|
8/8/2024 |
000117266124003155 |
|
Q1 2024
|
113 |
873,198 |
ETF SER SOLUTIONS, VXUS, XLC, VFH
|
13F-HR
|
5/14/2024 |
000117266124002274 |
|
Q4 2023
|
118 |
809,830 |
VTI, VGSH, BSV, VUG
|
13F-HR
|
1/23/2024 |
000117266124000305 |
|
Q3 2023
|
124 |
751,808 |
SHV, VTI, RSP, STIP
|
13F-HR
|
11/2/2023 |
000117266123003597 |
|
Q2 2023
|
125 |
789,480 |
SHV, VTI, RSP, STIP
|
13F-HR
|
7/31/2023 |
000117266123002674 |
|
Q1 2023
|
126 |
756,774 |
SHV, STIP, BSV, QQQ
|
13F-HR
|
5/4/2023 |
000117266123001830 |
|
Q4 2022
|
136 |
715,171 |
BSV, SHV, MINT, STIP
|
13F-HR
|
2/8/2023 |
000117266123000505 |
|
Q3 2022
|
175 |
646,441 |
BSV, SHV, VTI, VGSH
|
13F-HR
|
11/4/2022 |
000160658722002137 |
|
Q2 2022
|
166 |
671,966 |
SHV, BSV, SHY, VGSH
|
13F-HR
|
8/3/2022 |
000160658722001588 |
|
Q1 2022
|
162 |
769,036 |
SHV, BSV, SHY, RSP
|
13F-HR
|
5/9/2022 |
000160658722001020 |
|
Q4 2021
|
167 |
823,439 |
BSV, VTI, RSP, QQQ
|
13F-HR
|
2/14/2022 |
000160658722000525 |
|
Q3 2021
|
175 |
799,232 |
BSV, VTI, RSP, QQQ
|
13F-HR
|
11/3/2021 |
000160658721001496 |
|
Q2 2021
|
168 |
763,329 |
VTI, RSP, STIP, VB
|
13F-HR
|
8/3/2021 |
000160658721000999 |
|
Q1 2021
|
168 |
682,678 |
VTI, RSP, BND, STIP
|
13F-HR
|
5/6/2021 |
000160658721000614 |
|
Q4 2020
|
133 |
664,761 |
BND, VTI, SPY, AGG
|
13F-HR
|
2/11/2021 |
000160658721000282 |
|
Q3 2020
|
115 |
644,388 |
BND, VTI, SPY, STIP
|
13F-HR
|
10/28/2020 |
000160658720001140 |
|
Q2 2020
|
163 |
625,774 |
BND, AGG, STIP, VTI
|
13F-HR
|
8/7/2020 |
000160658720000882 |
|
Q1 2020
|
127 |
607,686 |
BND, SPY, VTI, EFAV
|
13F-HR
|
4/28/2020 |
000160658720000483 |
|
Q4 2019
|
75 |
680,283 |
BND, SPY, VTI, EFAV
|
13F-HR
|
1/31/2020 |
000160658720000162 |
|
Q3 2019
|
68 |
651,366 |
BND, SPY, MUB, TIP
|
13F-HR
|
10/28/2019 |
000160658719000927 |
|
Q2 2019
|
66 |
640,073 |
BND, SPY, MUB, TIP
|
13F-HR
|
8/7/2019 |
000160658719000765 |
|
Q1 2019
|
64 |
583,531 |
BND, SPY, MUB, TIP
|
13F-HR
|
5/1/2019 |
000160658719000448 |
|
Q4 2018
|
63 |
494,831 |
SPY, SHV, IYR, MUB
|
13F-HR
|
2/4/2019 |
000160658719000145 |
|
Q3 2018
|
62 |
552,559 |
SPY, IWM, TIP, MDY
|
13F-HR
|
10/15/2018 |
000160658718000738 |
|
Q2 2018
|
65 |
527,534 |
SPY, IWM, TIP, MDY
|
13F-HR
|
8/8/2018 |
000160658718000621 |
|
Q1 2018
|
70 |
538,602 |
SPY, VWO, IWM, EFAV
|
13F-HR
|
4/13/2018 |
000160658718000291 |
|
Q4 2017
|
60 |
499,872 |
SPY, IWM, VWO, XLF
|
13F-HR
|
2/6/2018 |
000160658718000125 |
|
Q3 2017
|
58 |
502,278 |
SPY, IWM, VWO, XLF
|
13F-HR
|
11/13/2017 |
000160658717000664 |
|
Q2 2017
|
59 |
441,167 |
SPY, IWM, MDY, EFAV
|
RESTATEMENT
|
11/13/2017 |
000160658717000670 |
|
Q1 2017
|
63 |
385,153 |
SPY, IWM, EFAV, XLF
|
RESTATEMENT
|
11/13/2017 |
000160658717000665 |
|
Q4 2016
|
68 |
362,077 |
SPY, USMV, TIP, IWM
|
13F-HR
|
1/24/2017 |
000160658717000037 |
|
Q3 2016
|
54 |
257,994 |
USMV, QQQ, SPY, EFAV
|
13F-HR
|
10/21/2016 |
000160658716000794 |
|
Q2 2016
|
54 |
251,036 |
USMV, SPY, VCSH, QQQ
|
13F-HR
|
7/28/2016 |
000160658716000676 |
|
Q1 2016
|
54 |
226,889 |
EFAV, USMV, VCSH, QQQ
|
13F-HR
|
5/9/2016 |
000160658716000594 |
|
Q4 2015
|
65 |
245,040 |
IGIB, MUB, BNDX, USMV
|
13F-HR
|
2/8/2016 |
000160658716000411 |
|
Q3 2015
|
63 |
248,299 |
IGIB, EFAV, MUB, SPY
|
13F-HR
|
10/28/2015 |
000160658715000286 |
|
Q2 2015
|
52 |
287,976 |
VCSH, SPY, EFAV, PHDG
|
13F-HR
|
7/22/2015 |
000160658715000199 |
|
Q1 2015
|
53 |
281,198 |
SPY, EFAV, PHDG, IGIB
|
13F-HR
|
5/1/2015 |
000160658715000145 |
|
Q4 2014
|
59 |
282,738 |
SPY, XLU, PHDG, IWM
|
13F-HR
|
2/6/2015 |
000160658715000039 |
|
Q3 2014
|
51 |
259,516 |
SPY, PHDG, XLU, IWM
|
13F-HR
|
11/12/2014 |
000160658714000264 |
|
Q2 2014
|
48 |
261,761 |
SPY, XLU, PHDG, IWM
|
RESTATEMENT
|
8/15/2014 |
000160658714000214 |
|
Q1 2014
|
51 |
249,149 |
SPY, IWM, XLU, IGIB
|
13F-HR
|
4/11/2014 |
000139834414002137 |
|
Q4 2013
|
53 |
225,263 |
SPY, IWM, QQQ, XLU
|
13F-HR
|
1/17/2014 |
000139834414000302 |