Q3 2024
|
70 |
286,641 |
IVV, VEA, FBND, VCSH
|
13F-HR
|
11/12/2024 |
000110465924116036 |
Q2 2024
|
74 |
279,592 |
IVV, VEA, FBND, VCSH
|
13F-HR
|
8/13/2024 |
000110465924088755 |
Q1 2024
|
74 |
279,592 |
IVV, VEA, FBND, VCSH
|
13F-HR
|
5/15/2024 |
000110465924061734 |
Q4 2023
|
69 |
260,205 |
IVV, VEA, FBND, VCSH
|
13F-HR
|
2/15/2024 |
000110465924024379 |
Q3 2023
|
63 |
238,756 |
IVV, VEA, FBND, VCSH
|
13F-HR
|
11/7/2023 |
000110465923115151 |
Q2 2023
|
61 |
222,337 |
IVV, VEA, BND, VCSH
|
13F-HR
|
7/31/2023 |
000110465923085866 |
Q1 2023
|
60 |
217,414 |
VEA, IVV, BND, VCSH
|
13F-HR
|
5/10/2023 |
000110465923058562 |
Q4 2022
|
58 |
207,751 |
VEA, IVV, BND, VCSH
|
13F-HR
|
2/13/2023 |
000110465923019552 |
Q3 2022
|
56 |
150,474 |
IVV, DFIC, GBIL, FRDM
|
13F-HR
|
11/9/2022 |
000110465922116478 |
Q2 2022
|
62 |
182,999 |
IVV, DFIC, VEA, FRDM
|
13F-HR
|
8/8/2022 |
000110465922087293 |
Q1 2022
|
70 |
187,508 |
IVV, DFIC, QQQ, FRDM
|
13F-HR
|
5/9/2022 |
000110465922057453 |
Q4 2021
|
67 |
170,267 |
IVV, QQQ, GBIL, VOO
|
13F-HR
|
2/7/2022 |
000110465922012727 |
Q3 2021
|
64 |
171,019 |
IVV, QQQ, GBIL, XSOE
|
13F-HR
|
11/19/2021 |
000158064221005524 |
Q2 2021
|
56 |
166,600 |
IVV, QQQ, XSOE, ARKK
|
13F-HR
|
8/4/2021 |
000158064221003510 |
Q1 2021
|
58 |
144,253 |
IVV, QQQ, XSOE, ARKK
|
13F-HR
|
5/10/2021 |
000158064221002292 |
Q4 2020
|
56 |
136,300 |
IVV, QQQ, VTV, XSOE
|
13F-HR
|
2/3/2021 |
000158064221000507 |
Q3 2020
|
51 |
119,557 |
IVV, QQQ, VTV, XSOE
|
13F-HR
|
11/9/2020 |
000158064220004092 |
Q2 2020
|
46 |
108,213 |
IVV, QQQ, VTV, GBIL
|
13F-HR
|
8/14/2020 |
000158064220003022 |
Q1 2020
|
47 |
80,019 |
VTV, GBIL, IVV, QQQ
|
13F-HR
|
5/12/2020 |
000158064220002116 |
Q4 2019
|
55 |
107,581 |
VTV, IVV, QQQ, EEM
|
RESTATEMENT
|
2/13/2020 |
000158064220000684 |
Q3 2019
|
56 |
98,443 |
VTV, IVV, QQQ, EEM
|
13F-HR
|
11/13/2019 |
000158064219005132 |
Q2 2019
|
56 |
112,015 |
VTV, VXUS, GSY, EEM
|
13F-HR
|
8/13/2019 |
000158064219003651 |
Q1 2019
|
41 |
103,477 |
VTV, VXUS, GSY, EEM
|
13F-HR
|
5/13/2019 |
000158064219002477 |
Q4 2018
|
40 |
94,653 |
VTV, VXUS, GSY, EEM
|
13F-HR
|
2/14/2019 |
000158064219000806 |
Q3 2018
|
31 |
89,921 |
VTV, VXUS, QQQ, GSY
|
13F-HR
|
11/13/2018 |
000158064218005422 |
Q2 2018
|
324 |
106,682 |
VTV, VXUS, QQQ, GSY
|
13F-HR
|
8/14/2018 |
000158064218003871 |
Q1 2018
|
71 |
96,284 |
VTV, VXF, QQQ, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
5/3/2018 |
000159303818000004 |
Q4 2017
|
45 |
87,273 |
VTV, VXUS, QQQ, IVV
|
13F-HR
|
2/13/2018 |
000159303818000002 |
Q2 2017
|
41 |
74,808 |
VTV, VXUS, QQQ, IVV
|
13F-HR
|
8/14/2017 |
000159303817000006 |
Q1 2017
|
39 |
76,686 |
VTV, IVV, BIV, QQQ
|
13F-HR
|
5/5/2017 |
000159303817000004 |
Q4 2016
|
26 |
46,391 |
VTV, BIV, VTI, SPY
|
13F-HR
|
1/31/2017 |
000159303817000002 |
Q3 2016
|
42 |
69,302 |
BIV, IVV, SPY, AMLP
|
13F-HR
|
10/27/2016 |
000159303816000018 |
Q2 2016
|
47 |
69,289 |
BIV, IVV, SPY, AMLP
|
13F-HR
|
7/25/2016 |
000159303816000016 |
Q1 2016
|
35 |
62,881 |
BIV, IVV, MDY, AMLP
|
13F-HR
|
4/19/2016 |
000159303816000012 |
Q4 2015
|
42 |
101,945 |
CLAYMORE EXCHANGE TRD FD TR, DBEF, IVV, BIV
|
13F-HR
|
3/2/2016 |
000159303816000010 |
Q3 2015
|
39 |
106,436 |
LKQ, CLAYMORE EXCHANGE TRD FD TR, DBEF, BIV
|
13F-HR
|
11/23/2015 |
000159303815000007 |
Q2 2015
|
41 |
89,153 |
IVV, CLAYMORE EXCHANGE TRD FD TR, VXUS, VCSH
|
13F-HR
|
7/9/2015 |
000159303815000005 |
Q1 2015
|
42 |
89,837 |
IVV, CLAYMORE EXCHANGE TRD FD TR, VCSH, VXUS
|
13F-HR
|
5/28/2015 |
000159303815000004 |
Q4 2014
|
41 |
82,700 |
VCSH, CLAYMORE EXCHANGE TRD FD TR, IVV, QQQ
|
13F-HR
|
2/26/2015 |
000159303815000003 |
Q3 2014
|
41 |
79,989 |
VCSH, CLAYMORE EXCHANGE TRD FD TR, IVV, QQQ
|
13F-HR
|
11/3/2014 |
000159303814000005 |
Q2 2014
|
42 |
72,808 |
VCSH, CLAYMORE EXCHANGE TRD FD TR, IVV, VEA
|
13F-HR
|
9/8/2014 |
000159303814000004 |
Q1 2014
|
40 |
71,556 |
VCSH, CLAYMORE EXCHANGE TRD FD TR, IVV, VEA
|
13F-HR
|
5/21/2014 |
000159303814000003 |
Q4 2013
|
38 |
72,230 |
POWERSHARES ETF TRUST II, CLAYMORE EXCHANGE TRD FD TR, IVV, AAPL
|
13F-HR
|
2/20/2014 |
000159303814000002 |