|
Q3 2024
|
423 |
2,814,600 |
SPYG, SPYV, SPDW, SCHM
|
13F-HR
|
11/12/2024 |
000108514624005493 |
|
Q2 2024
|
395 |
2,536,838 |
SPYG, SPYV, SCHM, SPDW
|
13F-HR
|
8/21/2024 |
000108514624004144 |
|
Q1 2024
|
384 |
2,435,441 |
SPYG, SPYV, SCHM, SPDW
|
13F-HR
|
5/6/2024 |
000108514624002255 |
|
Q4 2023
|
345 |
2,182,760 |
SPYG, SPYV, SCHM, SPDW
|
13F-HR
|
1/23/2024 |
000108514624000412 |
|
Q3 2023
|
302 |
1,942,485 |
SPYG, SPYV, SCHM, VGSH
|
13F-HR
|
10/18/2023 |
000108514623003779 |
|
Q2 2023
|
326 |
1,948,158 |
SPYG, SPYV, SCHM, VGSH
|
13F-HR
|
7/25/2023 |
000108514623002893 |
|
Q1 2023
|
281 |
1,574,832 |
SPYG, SPYV, SCHM, VGSH
|
13F-HR
|
5/2/2023 |
000108514623002015 |
|
Q4 2022
|
261 |
1,412,709 |
SPYG, SPYV, SCHM, SCHA
|
13F-HR
|
1/30/2023 |
000108514623000454 |
|
Q3 2022
|
240 |
1,313,591 |
SPYG, SPYV, SCHM, SCHA
|
13F-HR
|
10/12/2022 |
000108514622003356 |
|
Q2 2022
|
246 |
1,330,163 |
SPYG, SPYV, SCHM, USHY
|
13F-HR
|
7/15/2022 |
000108514622002418 |
|
Q1 2022
|
265 |
1,548,082 |
SPYG, SPYV, SCHM, USHY
|
13F-HR
|
5/2/2022 |
000108514622001658 |
|
Q4 2021
|
259 |
1,715,164 |
SPYG, SPYV, SPAB, SCHM
|
13F-HR
|
2/4/2022 |
000108514622000534 |
|
Q3 2021
|
14 |
52,728 |
SPYG, SPYV, SPAB, SPDW
|
NEW HOLDINGS
|
2/4/2022 |
000108514622000533 |
|
Q3 2021
|
238 |
1,395,047 |
SPYG, SPYV, SPAB, SPDW
|
13F-HR
|
11/9/2021 |
000108514621003091 |
|
Q2 2021
|
188 |
1,220,665 |
SPYG, SPYV, SPAB, SPDW
|
13F-HR
|
8/13/2021 |
000108514621002473 |
|
Q1 2021
|
71 |
415,043 |
SPAB, SCHP, EMB, BKLN
|
NEW HOLDINGS
|
5/20/2021 |
000108514621001811 |
|
Q1 2021
|
109 |
577,230 |
SPYG, SPYV, SPDW, SPEM
|
13F-HR
|
5/10/2021 |
000108514621001520 |
|
Q4 2020
|
107 |
489,496 |
SPYG, SPYV, SPDW, SPLG
|
13F-HR
|
2/16/2021 |
000108514621000968 |
|
Q3 2020
|
721 |
465,601 |
SPYG, SPYV, SPDW, SPLG
|
RESTATEMENT
|
11/16/2020 |
000108514620003061 |
|
Q2 2020
|
113 |
451,658 |
SPYG, SPYV, SPDW, SPLG
|
13F-HR
|
8/14/2020 |
000108514620002304 |
|
Q1 2020
|
688 |
356,630 |
SPYG, SPYV, SPDW, SPEM
|
13F-HR
|
4/29/2020 |
000157676220000009 |
|
Q4 2019
|
750 |
411,154 |
SPDW, SPYV, SPYG, SPLG
|
13F-HR
|
2/14/2020 |
000157676220000001 |
|
Q3 2019
|
870 |
337,878 |
SPDW, SPYV, SPYG, SPLG
|
13F-HR
|
11/13/2019 |
000157676219000010 |
|
Q2 2019
|
119 |
299,566 |
SPDW, SPYV, SPYG, SPEM
|
13F-HR
|
8/16/2019 |
000157676219000009 |
|
Q1 2019
|
740 |
276,196 |
SPDW, SPYV, SPSM, SPYG
|
13F-HR
|
5/13/2019 |
000157676219000008 |
|
Q4 2018
|
96 |
211,929 |
SPDW, SPYV, SPEM, SPSM
|
13F-HR
|
2/13/2019 |
000157676219000002 |
|
Q3 2018
|
223 |
393,772 |
CLAYMORE EXCHANGE TRD FD TR, SPYV, MDYV, SLYV
|
13F-HR
|
11/13/2018 |
000157676218000004 |
|
Q2 2018
|
222 |
398,575 |
CLAYMORE EXCHANGE TRD FD TR, SLYV, SPYV, MDYV
|
13F-HR
|
8/13/2018 |
000157676218000003 |
|
Q1 2018
|
127 |
288,540 |
CLAYMORE EXCHANGE TRD FD TR, MDYV, SLYV, SPEM
|
13F-HR
|
5/15/2018 |
000157676218000002 |
|
Q4 2017
|
127 |
307,817 |
CLAYMORE EXCHANGE TRD FD TR, CWB, SPEM, MDYV
|
13F-HR
|
2/13/2018 |
000157676218000001 |
|
Q3 2017
|
120 |
357,913 |
CLAYMORE EXCHANGE TRD FD TR, VEA, POWERSHARES ETF TRUST II, JNK
|
13F-HR
|
11/15/2017 |
000157676217000004 |
|
Q2 2017
|
129 |
345,148 |
VEA, CLAYMORE EXCHANGE TRD FD TR, POWERSHARES ETF TRUST II, VWO
|
13F-HR
|
8/9/2017 |
000157676217000003 |
|
Q1 2017
|
138 |
289,184 |
VEA, CLAYMORE EXCHANGE TRD FD TR, POWERSHARES ETF TRUST II, JNK
|
13F-HR
|
5/12/2017 |
000157676217000002 |
|
Q4 2016
|
90 |
247,679 |
VEA, CLAYMORE EXCHANGE TRD FD TR, POWERSHARES ETF TRUST II, JNK
|
13F-HR
|
2/15/2017 |
000157676217000001 |
|
Q3 2016
|
99 |
238,813 |
IVV, VCSH, VEA, POWERSHARES ETF TRUST II
|
13F-HR
|
10/14/2016 |
000157676216000017 |
|
Q2 2016
|
75 |
218,085 |
IVV, VCSH, VEA, VB
|
13F-HR
|
8/5/2016 |
000157676216000016 |
|
Q1 2016
|
57 |
187,461 |
IVV, VCSH, VEA, VB
|
13F-HR
|
5/4/2016 |
000157676216000015 |
|
Q4 2015
|
54 |
174,055 |
IVV, VCIT, VB, VO
|
RESTATEMENT
|
2/5/2016 |
000157676216000014 |
|
Q3 2015
|
52 |
146,171 |
IVV, VCIT, VO, VB
|
13F-HR
|
10/30/2015 |
000157676215000011 |
|
Q2 2015
|
43 |
156,361 |
IVV, VCIT, VB, VO
|
13F-HR
|
7/31/2015 |
000157676215000010 |
|
Q1 2015
|
36 |
154,122 |
IVV, VO, VB, VCIT
|
13F-HR
|
4/29/2015 |
000157676215000009 |
|
Q4 2014
|
36 |
143,114 |
VO, JNK, VB, IVV
|
13F-HR
|
2/13/2015 |
000157676215000008 |
|
Q3 2014
|
34 |
150,674 |
JNK, VO, VB, IVV
|
RESTATEMENT
|
11/7/2014 |
000157676214000011 |
|
Q2 2014
|
34 |
146,805 |
JNK, VO, VB, IVV
|
13F-HR
|
8/15/2014 |
000157676214000008 |
|
Q1 2014
|
34 |
143,527 |
JNK, VO, VB, IVV
|
13F-HR
|
5/14/2014 |
000157676214000004 |
|
Q4 2013
|
33 |
139,556 |
JNK, PLW, MBB, VB
|
13F-HR
|
2/14/2014 |
000157676214000002 |