|
Q1 2025
|
474 |
7,117,174 |
VOO, IEFA, IVV, QQQ
|
13F-HR
|
5/14/2025 |
000158268125000004 |
|
Q4 2024
|
470 |
6,737,630 |
IVV, IWD, USMV, SPLV
|
13F-HR
|
1/14/2025 |
000158268125000001 |
|
Q3 2024
|
475 |
6,829,546 |
IVV, IWD, USMV, ONEV
|
13F-HR
|
10/22/2024 |
000158268124000006 |
|
Q2 2024
|
475 |
6,750,874 |
IVV, IWD, USMV, ONEV
|
13F-HR
|
8/7/2024 |
000158268124000005 |
|
Q1 2024
|
487 |
6,791,309 |
IVV, ONEV, ONEY, IWD
|
13F-HR
|
4/9/2024 |
000158268124000004 |
|
Q4 2023
|
447 |
6,065,546 |
IVV, ONEV, ONEY, USMV
|
13F-HR
|
2/1/2024 |
000158268124000003 |
|
Q3 2023
|
408 |
5,313,170 |
IVV, ONEV, ONEY, USMV
|
13F-HR
|
10/31/2023 |
000158268123000004 |
|
Q2 2023
|
402 |
5,086,439 |
USMV, IEFA, IWO, ONEV
|
13F-HR
|
7/31/2023 |
000158268123000003 |
|
Q4 2022
|
418 |
6,132,626 |
ISHARES GOLD TR, IEFA, IWO, ONEY
|
13F-HR
|
2/8/2023 |
000158268123000001 |
|
Q3 2022
|
417 |
5,580,652 |
ISHARES GOLD TR, IWO, IWM, IEFA
|
13F-HR
|
10/31/2022 |
000158268122000004 |
|
Q2 2022
|
408 |
7,007,403 |
ISHARES GOLD TR, IEFA, HYG, USHY
|
13F-HR
|
8/9/2022 |
000158268122000003 |
|
Q1 2022
|
354 |
6,020,183 |
IWD, ISHARES GOLD TR, IEFA, IWN
|
13F-HR
|
4/26/2022 |
000158268122000002 |
|
Q4 2021
|
337 |
5,500,864 |
ONEY, IWN, ISHARES GOLD TR, ONEV
|
13F-HR
|
2/14/2022 |
000158268122000001 |
|
Q3 2021
|
226 |
5,051,886 |
IWD, IEFA, ONEY, ONEV
|
13F-HR
|
11/9/2021 |
000158268121000004 |
|
Q2 2021
|
220 |
5,475,390 |
IEFA, VOO, ONEY, ONEV
|
13F-HR
|
8/9/2021 |
000158268121000003 |
|
Q1 2021
|
213 |
5,526,464 |
IWD, ONEY, IEFA, ONEV
|
13F-HR
|
4/27/2021 |
000158268121000002 |
|
Q4 2020
|
210 |
5,528,844 |
IWN, IEFA, ONEY, XLF
|
13F-HR
|
2/5/2021 |
000158268121000001 |
|
Q3 2020
|
206 |
6,235,705 |
IEFA, VOO, VWO, IWN
|
13F-HR
|
10/29/2020 |
000158268120000004 |
|
Q2 2020
|
240 |
6,443,179 |
VOO, IEFA, VWO, ONEV
|
13F-HR
|
8/12/2020 |
000095012320008251 |
|
Q1 2020
|
241 |
5,729,148 |
IEFA, VOO, ONEV, MCHI
|
13F-HR
|
5/5/2020 |
000095012320003892 |