|
Q1 2025
|
177 |
601,179 |
DFAU, PYLD, OEF, SGOV
|
13F-HR
|
5/12/2025 |
000176538025000216 |
|
Q4 2024
|
337 |
913,134 |
SGOV, IVV, DFAU, IUS
|
13F-HR
|
1/30/2025 |
000176538025000024 |
|
Q3 2024
|
339 |
941,441 |
DFAU, IVV, IEF, IUS
|
13F-HR
|
11/12/2024 |
000176538024000442 |
|
Q2 2024
|
317 |
881,807 |
DFAU, IVV, QLD, IUS
|
13F-HR
|
8/2/2024 |
000176538024000259 |
|
Q1 2024
|
362 |
917,463 |
SGOV, DFAU, IVV, USHY
|
13F-HR
|
5/6/2024 |
000176538024000185 |
|
Q4 2023
|
338 |
829,090 |
DFAU, IVV, SGOV, USHY
|
RESTATEMENT
|
2/13/2024 |
000176538024000085 |
|
Q3 2023
|
333 |
760,605 |
SGOV, DFAU, IVV, JNK
|
13F-HR
|
11/6/2023 |
000176538023000200 |
|
Q2 2023
|
336 |
788,025 |
DFAU, IVV, USHY, JNK
|
13F-HR
|
8/8/2023 |
000176538023000156 |
|
Q1 2023
|
336 |
749,312 |
SGOV, IEF, IVV, DFAU
|
13F-HR
|
5/3/2023 |
000176538023000074 |
|
Q4 2022
|
329 |
664,980 |
SGOV, IVV, DFAU, DFAE
|
13F-HR
|
2/3/2023 |
000176538023000001 |
|
Q3 2022
|
270 |
580,269 |
SGOV, IVV, DFAU, VTEB
|
13F-HR
|
11/9/2022 |
000176538022000147 |
|
Q2 2022
|
268 |
610,101 |
SGOV, TIP, IVV, VTEB
|
13F-HR
|
8/5/2022 |
000176538022000107 |
|
Q1 2022
|
274 |
567,246 |
SGOV, TIP, IVV, SSO
|
13F-HR
|
5/13/2022 |
000176538022000078 |
|
Q4 2021
|
283 |
557,136 |
UJB, HYG, IVV, AGG
|
13F-HR
|
2/11/2022 |
000176538022000030 |
|
Q3 2021
|
255 |
479,447 |
AGG, IVV, HYG, UJB
|
13F-HR
|
11/12/2021 |
000176538021000116 |
|
Q2 2021
|
263 |
452,774 |
HYG, IVV, AGG, UJB
|
13F-HR
|
8/13/2021 |
000176538021000087 |
|
Q1 2021
|
235 |
397,029 |
HYG, AGG, UJB, IVV
|
13F-HR
|
5/11/2021 |
000176538021000058 |
|
Q4 2020
|
67 |
64,656 |
AGG, SHY, BIL, IAU
|
13F-HR
|
2/10/2021 |
000176538021000027 |
|
Q3 2020
|
192 |
277,757 |
SHY, AGG, SPY, IEF
|
13F-HR
|
11/13/2020 |
000176538020000096 |
|
Q2 2020
|
60 |
49,682 |
AGG, BIL, SHY, IAU
|
13F-HR
|
8/12/2020 |
000176538020000073 |
|
Q1 2020
|
156 |
205,674 |
SHY, SPY, IEF, IVV
|
13F-HR
|
5/5/2020 |
000176538020000043 |
|
Q4 2019
|
189 |
252,791 |
SPY, IVV, AGG, EFA
|
13F-HR
|
2/6/2020 |
000176538020000026 |
|
Q3 2019
|
183 |
241,957 |
SPY, IVV, EWRE, IEF
|
13F-HR
|
11/7/2019 |
000176538019000107 |
|
Q2 2019
|
188 |
230,162 |
SPYG, IVV, IEF, AGG
|
13F-HR
|
8/6/2019 |
000176538019000076 |
|
Q1 2019
|
168 |
216,447 |
NORTHERN LTS FD TR IV, IVV, IEF, IYLD
|
13F-HR
|
5/7/2019 |
000176538019000052 |
|
Q4 2018
|
129 |
200,290 |
NORTHERN LTS FD TR IV, IVV, IEF, MINT
|
13F-HR
|
2/11/2019 |
000176538019000025 |
|
Q3 2018
|
140 |
223,863 |
NORTHERN LTS FD TR IV, IVV, IEF, MINT
|
13F-HR
|
11/9/2018 |
000157658418000009 |
|
Q2 2018
|
140 |
226,779 |
NORTHERN LTS FD TR IV, IEF, IVV, AGG
|
13F-HR
|
8/14/2018 |
000157658418000007 |
|
Q1 2018
|
142 |
239,550 |
NORTHERN LTS FD TR IV, IEF, IVV, ITOT
|
13F-HR
|
5/11/2018 |
000157658418000005 |
|
Q4 2017
|
144 |
300,688 |
NORTHERN LTS FD TR IV, AGG, IEF, IWD
|
13F-HR
|
2/5/2018 |
000157658418000002 |
|
Q3 2017
|
135 |
289,745 |
NORTHERN LTS FD TR IV, AGG, IEF, IWD
|
13F-HR
|
11/14/2017 |
000157658417000006 |
|
Q2 2017
|
132 |
283,820 |
NORTHERN LTS FD TR IV, AGG, IEF, IWD
|
13F-HR
|
8/1/2017 |
000163430117000003 |
|
Q1 2017
|
129 |
272,835 |
NORTHERN LTS FD TR IV, AGG, IEF, IWD
|
13F-HR
|
5/15/2017 |
000157658417000004 |
|
Q4 2016
|
233 |
350,807 |
SPY, IEF, VTI, AGG
|
13F-HR
|
1/19/2017 |
000157658417000003 |