|
Q1 2024
|
99 |
287,177 |
FV, SECT, IVV, QQQ
|
13F-HR
|
4/19/2024 |
000157837024000004 |
|
Q4 2023
|
84 |
253,528 |
FV, SECT, IVV, QQQ
|
13F-HR
|
1/25/2024 |
000157837024000002 |
|
Q3 2023
|
94 |
218,965 |
IVV, SECT, FV, QQQ
|
RESTATEMENT
|
1/25/2024 |
000157837024000001 |
|
Q2 2023
|
94 |
204,478 |
ACWI, QQQ, SPY, MSFT
|
13F-HR
|
7/17/2023 |
000157837023000004 |
|
Q1 2023
|
85 |
186,386 |
ACWI, SPY, MSFT, QQQ
|
13F-HR
|
5/11/2023 |
000157837023000003 |
|
Q4 2022
|
78 |
174,723 |
ACWI, SPY, QQQ, FV
|
13F-HR
|
1/18/2023 |
000157837023000001 |
|
Q3 2022
|
73 |
161,905 |
ACWI, SPY, QQQ, FLTR
|
13F-HR
|
10/14/2022 |
000157837022000005 |
|
Q2 2022
|
77 |
170,727 |
ACWI, SPY, QQQ, FV
|
13F-HR
|
7/26/2022 |
000157837022000004 |
|
Q1 2022
|
78 |
204,082 |
ACWI, SPY, QQQ, MTUM
|
13F-HR
|
4/20/2022 |
000157837022000003 |
|
Q4 2021
|
74 |
236,550 |
ACWI, MTUM, QQQ, VXF
|
13F-HR
|
2/9/2022 |
000157837022000002 |
|
Q3 2021
|
64 |
210,716 |
ACWI, MTUM, QQQ, VXF
|
13F-HR
|
11/8/2021 |
000157837021000005 |
|
Q2 2021
|
58 |
194,730 |
ACWI, MTUM, VXF, QQQ
|
13F-HR
|
8/2/2021 |
000157837021000004 |
|
Q1 2021
|
59 |
194,920 |
ACWI, MTUM, VXF, QQQ
|
13F-HR
|
5/4/2021 |
000157837021000003 |
|
Q4 2020
|
54 |
179,100 |
ACWI, MTUM, FTCS, QQQ
|
13F-HR
|
2/8/2021 |
000157837021000001 |
|
Q3 2020
|
49 |
159,319 |
ACWI, FTCS, VOO, TTAC
|
13F-HR
|
10/29/2020 |
000157837020000005 |
|
Q2 2020
|
49 |
144,684 |
ACWI, FTCS, VOO, TTAC
|
13F-HR
|
7/23/2020 |
000157837020000004 |
|
Q1 2020
|
44 |
120,445 |
ACWI, FTCS, VOO, FLTR
|
13F-HR
|
4/30/2020 |
000157837020000003 |
|
Q4 2019
|
59 |
137,663 |
FTCS, VEU, VOO, PWB
|
13F-HR
|
2/5/2020 |
000157837020000002 |
|
Q3 2019
|
58 |
136,149 |
FTCS, VEU, VOO, PWB
|
13F-HR
|
11/8/2019 |
000157837019000006 |
|
Q2 2019
|
52 |
107,754 |
FTCS, VEU, VOO, TTAC
|
13F-HR
|
7/25/2019 |
000157837019000004 |
|
Q1 2019
|
44 |
91,289 |
FWDB, VTI, TTAC, SPHD
|
13F-HR
|
4/18/2019 |
000157837019000003 |
|
Q4 2018
|
41 |
113,247 |
FWDD, FWDB, VTI, ADVISORSHARES TR
|
13F-HR
|
2/14/2019 |
000157837019000002 |
|
Q3 2018
|
43 |
131,639 |
FWDD, FWDB, VTI, ADVISORSHARES TR
|
13F-HR
|
11/7/2018 |
000157837018000005 |
|
Q2 2018
|
40 |
124,341 |
FWDD, FWDB, ADVISORSHARES TR MADRONA INTL, VTI
|
13F-HR
|
8/9/2018 |
000157837018000004 |
|
Q1 2018
|
43 |
125,601 |
FWDD, FWDB, ADVISORSHARES TR, VTI
|
13F-HR
|
5/7/2018 |
000157837018000003 |
|
Q4 2017
|
40 |
118,360 |
FWDD, FWDB, ADVISORSHARES TR, VTI
|
13F-HR
|
2/15/2018 |
000157837018000002 |
|
Q3 2017
|
37 |
108,764 |
FWDD, FWDB, ADVISORSHARES TR, VTI
|
13F-HR
|
11/8/2017 |
000157837017000005 |
|
Q2 2017
|
35 |
98,574 |
FWDD, FWDB, ADVISORSHARES TR, VTI
|
13F-HR
|
8/14/2017 |
000157837017000004 |
|
Q1 2017
|
33 |
93,436 |
FWDD, FWDB, ADVISORSHARES TR, VTI
|
13F-HR
|
5/3/2017 |
000157837017000003 |
|
Q4 2016
|
39 |
90,537 |
FWDD, FWDB, ADVISORSHARES TR, MTUM
|
13F-HR
|
2/9/2017 |
000157837017000001 |
|
Q3 2016
|
38 |
94,022 |
FWDD, FWDB, ADVISORSHARES TR MADRONA INTL, BOND
|
13F-HR
|
11/14/2016 |
000157837016000004 |
|
Q2 2016
|
36 |
94,107 |
FWDD, FWDB, ADVISORSHARES TR MADRONA INTL, BOND
|
13F-HR
|
8/1/2016 |
000114420416115531 |
|
Q1 2016
|
35 |
96,726 |
FWDD, FWDB, ADVISORSHARES TR MADRONA INTL, BOND
|
13F-HR
|
5/5/2016 |
000114420416099036 |
|
Q4 2015
|
32 |
99,649 |
FWDD, FWDB, ADVISORSHARES TR MADRONA INTL, ALFA
|
13F-HR
|
2/2/2016 |
000114420416078423 |
|
Q3 2015
|
30 |
92,630 |
FWDD, FWDB, ADVISORSHARES TR MADRONA INTL, ALFA
|
13F-HR
|
11/12/2015 |
000114420415064610 |
|
Q2 2015
|
29 |
97,807 |
FWDD, FWDB, ADVISORSHARES TR MADRONA INTL, AMJ
|
RESTATEMENT
|
9/11/2015 |
000114420415054598 |
|
Q2 2015
|
31 |
101,801 |
FWDD, FWDB, ADVISORSHARES TR MADRONA INTL, AMJ
|
RESTATEMENT
|
8/4/2015 |
000114420415045912 |
|
Q1 2015
|
35 |
99,546 |
FWDD, FWDB, ADVISORSHARES TR MADRONA INTL, AMJ
|
RESTATEMENT
|
9/11/2015 |
000114420415054595 |
|
Q4 2014
|
31 |
94,197 |
FWDD, FWDB, ADVISORSHARES TR MADRONA INTL, AMJ
|
RESTATEMENT
|
9/11/2015 |
000114420415054593 |