|
Q2 2025
|
1,208 |
2,561,795 |
VOO, IUSB, DFAC, VV
|
13F-HR
|
8/13/2025 |
000159338725000006 |
|
Q1 2025
|
1,058 |
2,488,544 |
IUSB, DFAC, VOO, VV
|
13F-HR
|
5/9/2025 |
000159338725000004 |
|
Q4 2024
|
1,792 |
3,058,271 |
IUSB, DFAC, VOO, VV
|
13F-HR
|
2/13/2025 |
000159338725000002 |
|
Q3 2024
|
1,702 |
2,832,522 |
IUSB, VOO, VV, SPDW
|
13F-HR
|
11/12/2024 |
000159338724000007 |
|
Q2 2024
|
862 |
2,298,541 |
IUSB, VOO, VV, DFAC
|
13F-HR
|
8/12/2024 |
000159338724000006 |
|
Q1 2024
|
849 |
2,585,617 |
IUSB, VOO, VV, DFAC
|
RESTATEMENT
|
5/15/2024 |
000159338724000004 |
|
Q4 2023
|
677 |
1,209,199 |
TDSC, EXCHANGE LISTED FDS TR, BIL, GTO
|
13F-HR
|
2/13/2024 |
000159338724000002 |
|
Q3 2023
|
485 |
881,767 |
BIL, TDSC, EXCHANGE LISTED FDS TR, GTO
|
13F-HR
|
11/13/2023 |
000159338723000006 |
|
Q2 2023
|
442 |
925,474 |
BIL, TDSC, EXCHANGE LISTED FDS TR, GTO
|
RESTATEMENT
|
8/10/2023 |
000159338723000005 |
|
Q1 2023
|
393 |
855,004 |
BIL, TDSC, EXCHANGE LISTED FDS TR, BOND
|
13F-HR
|
5/12/2023 |
000159338723000003 |
|
Q4 2022
|
359 |
945,949 |
BIL, TDSC, EXCHANGE LISTED FDS TR, BOND
|
13F-HR
|
2/13/2023 |
000159338723000002 |
|
Q3 2022
|
343 |
915,979 |
BIL, TDSC, EXCHANGE LISTED FDS TR, TDSD
|
13F-HR
|
11/14/2022 |
000159338722000005 |
|
Q2 2022
|
331 |
746,674 |
TDSC, EXCHANGE LISTED FDS TR, TDSD, BOND
|
13F-HR
|
8/12/2022 |
000159338722000004 |
|
Q1 2022
|
393 |
1,137,896 |
TDSC, EXCHANGE LISTED FDS TR, TDSD, TDSB
|
13F-HR
|
5/13/2022 |
000159338722000003 |
|
Q4 2021
|
374 |
1,225,852 |
TDSC, EXCHANGE LISTED FDS TR, TDSD, TDSE
|
13F-HR
|
2/14/2022 |
000159338722000002 |
|
Q3 2021
|
391 |
1,213,053 |
TDSC, EXCHANGE LISTED FDS TR, SCHD, TDSD
|
13F-HR
|
11/12/2021 |
000159338721000006 |
|
Q2 2021
|
271 |
790,836 |
TDSC, TDSD, TDSB, TDSE
|
13F-HR
|
8/16/2021 |
000159338721000005 |
|
Q1 2021
|
204 |
641,205 |
TDSC, TDSD, TDSB, TDSE
|
13F-HR
|
5/13/2021 |
000159338721000004 |
|
Q4 2020
|
208 |
623,548 |
TDSC, TDSB, TDSD, BOND
|
13F-HR
|
2/12/2021 |
000159338721000003 |
|
Q3 2020
|
157 |
330,765 |
BOND, UUP, QQQ, JPIN
|
13F-HR
|
11/13/2020 |
000159338720000005 |
|
Q2 2020
|
150 |
241,909 |
LQD, BOND, JAGG, IGSB
|
13F-HR
|
8/14/2020 |
000159338720000004 |
|
Q1 2020
|
91 |
141,508 |
JAGG, ITOT, NEAR, VOO
|
13F-HR
|
5/13/2020 |
000159338720000003 |
|
Q4 2019
|
100 |
185,955 |
JAGG, ITOT, NEAR, JPIN
|
13F-HR
|
2/13/2020 |
000159338720000001 |
|
Q3 2019
|
213 |
444,551 |
JAGG, JPUS, JPIN, VTV
|
13F-HR
|
11/14/2019 |
000159338719000006 |
|
Q2 2019
|
46 |
38,085 |
CME, JAGG, JPUS, AAPL
|
13F-HR
|
8/13/2019 |
000159338719000002 |