|
Q3 2024
|
528 |
4,322,048 |
QUAL, BND, GBIL, QQQ
|
13F-HR
|
10/7/2024 |
000195175724000972 |
|
Q2 2024
|
504 |
4,099,903 |
GBIL, QUAL, QQQ, BND
|
13F-HR
|
7/18/2024 |
000195175724000544 |
|
Q1 2024
|
508 |
3,974,312 |
GBIL, QUAL, QQQ, BND
|
13F-HR
|
4/18/2024 |
000195175724000325 |
|
Q4 2023
|
487 |
3,651,251 |
GBIL, QQQ, IVE, QUAL
|
13F-HR
|
1/22/2024 |
000195175724000087 |
|
Q3 2023
|
482 |
3,244,187 |
GBIL, QQQ, AAPL, MSFT
|
13F-HR
|
10/25/2023 |
000195175723000618 |
|
Q2 2023
|
502 |
3,290,676 |
GBIL, QQQ, AAPL, MSFT
|
13F-HR
|
7/13/2023 |
000195175723000342 |
|
Q1 2023
|
511 |
3,088,080 |
GBIL, QQQ, AAPL, MSFT
|
13F-HR
|
4/20/2023 |
000195175723000195 |
|
Q4 2022
|
507 |
2,914,394 |
GBIL, QQQ, IVW, AAPL
|
13F-HR
|
1/20/2023 |
000195175723000037 |
|
Q3 2022
|
439 |
2,142,904 |
QQQ, GBIL, IVW, HEFA
|
13F-HR
|
10/24/2022 |
000158585922000005 |
|
Q2 2022
|
438 |
2,126,374 |
QQQ, IVW, HEFA, AAPL
|
13F-HR
|
7/14/2022 |
000158585922000004 |
|
Q1 2022
|
460 |
2,343,767 |
QQQ, VEA, IVW, AAPL
|
13F-HR
|
4/25/2022 |
000158585922000003 |
|
Q4 2021
|
445 |
2,563,248 |
QQQ, VEA, IVW, VTI
|
13F-HR
|
1/18/2022 |
000158585922000002 |
|
Q3 2021
|
417 |
2,075,462 |
QQQ, IVW, VEA, AAPL
|
13F-HR
|
11/1/2021 |
000158585921000005 |
|
Q2 2021
|
376 |
1,886,099 |
QQQ, IVW, VEA, BND
|
13F-HR
|
7/28/2021 |
000158585921000004 |
|
Q1 2021
|
369 |
1,758,154 |
QQQ, IVW, VEA, BND
|
13F-HR
|
4/29/2021 |
000158585921000003 |
|
Q4 2020
|
367 |
1,632,583 |
QQQ, IVW, BND, AAPL
|
13F-HR
|
1/19/2021 |
000158585921000001 |
|
Q3 2020
|
349 |
1,432,096 |
QQQ, IVW, BND, ICSH
|
13F-HR
|
11/12/2020 |
000158585920000002 |
|
Q2 2020
|
305 |
1,213,326 |
SHV, QQQ, BND, IVW
|
13F-HR
|
8/6/2020 |
000108514620002033 |
|
Q1 2020
|
272 |
932,698 |
TOTL, CMF, SHV, QQQ
|
13F-HR
|
5/11/2020 |
000108514620001403 |
|
Q4 2019
|
298 |
1,449,229 |
TOTL, VEA, IEF, CMF
|
13F-HR
|
2/10/2020 |
000108514620000535 |
|
Q3 2019
|
277 |
1,426,415 |
TOTL, IEF, VEA, CMF
|
13F-HR
|
11/6/2019 |
000108514619002750 |
|
Q2 2019
|
257 |
1,336,738 |
VEA, TOTL, IVE, SHV
|
13F-HR
|
8/7/2019 |
000108514619002137 |
|
Q1 2019
|
266 |
1,245,384 |
VEA, TOTL, SHV, IVE
|
13F-HR
|
5/7/2019 |
000108514619001385 |
|
Q4 2018
|
143 |
847,895 |
VEA, SHV, TOTL, IVE
|
13F-HR
|
1/22/2019 |
000108514619000203 |
|
Q3 2018
|
171 |
1,104,009 |
VEA, IVE, IEMG, TOTL
|
13F-HR
|
11/13/2018 |
000108514618002572 |
|
Q2 2018
|
160 |
1,046,501 |
VEA, IVE, IEMG, TOTL
|
13F-HR
|
8/8/2018 |
000108514618001890 |
|
Q1 2018
|
151 |
945,413 |
VEA, IVE, IEMG, TOTL
|
13F-HR
|
5/2/2018 |
000108514618001204 |
|
Q4 2017
|
106 |
616,522 |
VEA, IVE, IEMG, IWR
|
13F-HR
|
2/7/2018 |
000108514618000384 |
|
Q3 2017
|
78 |
585,455 |
VEA, IVE, FPE, IEMG
|
13F-HR
|
10/31/2017 |
000108514617002158 |
|
Q2 2017
|
73 |
539,072 |
VEA, IVE, FPE, TOTL
|
13F-HR
|
8/4/2017 |
000108514617001645 |
|
Q1 2017
|
83 |
537,151 |
VEA, IVE, FPE, TOTL
|
13F-HR
|
5/10/2017 |
000108514617001170 |
|
Q4 2016
|
86 |
432,459 |
IVE, VEA, USMV, FPE
|
13F-HR
|
2/9/2017 |
000108514617000383 |
|
Q3 2016
|
85 |
400,665 |
IVE, USMV, VEA, FPE
|
13F-HR
|
11/2/2016 |
000108514616004613 |
|
Q2 2016
|
58 |
307,979 |
USMV, VEA, IVE, FPE
|
13F-HR
|
7/25/2016 |
000108514616004030 |
|
Q1 2016
|
55 |
279,098 |
USMV, EFAV, FPE, VEA
|
13F-HR
|
5/3/2016 |
000108514616003564 |
|
Q4 2015
|
55 |
278,650 |
IVW, USMV, EFAV, VEA
|
13F-HR
|
2/3/2016 |
000108514616002735 |
|
Q3 2015
|
57 |
299,330 |
IVW, USMV, EFAV, VEA
|
13F-HR
|
11/6/2015 |
000108514615002172 |
|
Q2 2015
|
37 |
148,541 |
EFAV, VBR, IHF, IGV
|
13F-HR
|
8/12/2015 |
000108514615001715 |
|
Q1 2015
|
29 |
94,628 |
SPFF, EFAV, VBR, DBGR
|
13F-HR
|
5/13/2015 |
000108514615001131 |
|
Q4 2014
|
32 |
93,070 |
SPFF, VBR, XLY, XLI
|
13F-HR
|
2/11/2015 |
000108514615000361 |
|
Q3 2014
|
24 |
78,794 |
SCZ, VBR, POWERSHARES ETF TRUST II, XLV
|
13F-HR
|
11/13/2014 |
000108514614002237 |
|
Q2 2014
|
10 |
55,496 |
SCZ, VBR, POWERSHARES ETF TRUST II, FTGC
|
13F-HR
|
8/8/2014 |
000108514614001556 |
|
Q1 2014
|
8 |
51,174 |
POWERSHARES ETF TRUST II, SCZ, VNQ, GDX
|
13F-HR
|
5/2/2014 |
000108514614000953 |
|
Q4 2013
|
4 |
12,190 |
SCZ, AAPL, EDIV, AMGN
|
13F-HR
|
2/13/2014 |
000108514614000580 |