|
Q4 2024
|
258 |
1,806,712 |
SPLG, SGOV, IAU, VTI
|
13F-HR
|
2/10/2025 |
000108514625000953 |
|
Q3 2024
|
252 |
1,668,537 |
SPLG, IAU, SGOV, VTI
|
13F-HR
|
11/12/2024 |
000108514624005500 |
|
Q2 2024
|
241 |
1,549,712 |
SPLG, IAU, SGOV, VTI
|
13F-HR
|
8/12/2024 |
000108514624003732 |
|
Q1 2024
|
225 |
1,426,137 |
SPLG, IAU, SGOV, SPTS
|
13F-HR
|
5/9/2024 |
000108514624002365 |
|
Q4 2023
|
199 |
1,324,151 |
SPLG, SGOV, IAU, SHV
|
13F-HR
|
2/12/2024 |
000108514624001130 |
|
Q3 2023
|
192 |
1,223,862 |
SPLG, SGOV, SHV, SPTS
|
13F-HR
|
11/13/2023 |
000108514623004324 |
|
Q2 2023
|
192 |
1,208,059 |
SPLG, SHV, SGOV, IAU
|
13F-HR
|
8/14/2023 |
000108514623003456 |
|
Q1 2023
|
185 |
1,098,132 |
SPLG, SHV, SGOV, IAU
|
13F-HR
|
5/12/2023 |
000108514623002301 |
|
Q4 2022
|
170 |
937,450 |
SPLG, SHV, SHY, SGOV
|
13F-HR
|
2/13/2023 |
000108514623001113 |
|
Q3 2022
|
183 |
794,789 |
SHV, SHY, BIL, SPLG
|
13F-HR
|
11/14/2022 |
000108514622003963 |
|
Q2 2022
|
181 |
641,119 |
SHY, IAU, VTI, SPLG
|
13F-HR
|
8/15/2022 |
000108514622003058 |
|
Q1 2022
|
191 |
840,698 |
IAU, XLK, VTI, VOOG
|
13F-HR
|
5/13/2022 |
000108514622002079 |
|
Q4 2021
|
202 |
1,122,650 |
XLK, VOOG, IGM, VTI
|
13F-HR
|
2/9/2022 |
000108514622000697 |
|
Q3 2021
|
201 |
991,654 |
XLK, VOOG, IGM, VTI
|
13F-HR
|
11/12/2021 |
000108514621003189 |
|
Q2 2021
|
203 |
974,871 |
XLK, PDBC, IGM, IAU
|
13F-HR
|
8/16/2021 |
000108514621002561 |
|
Q1 2021
|
196 |
833,639 |
XLK, PDBC, IEMG, XLF
|
13F-HR
|
5/13/2021 |
000108514621001613 |
|
Q4 2020
|
175 |
746,554 |
XLK, IEMG, VOO, VOOG
|
13F-HR
|
2/12/2021 |
000108514621000733 |
|
Q3 2020
|
165 |
653,686 |
XLK, VOOG, TLT, VOO
|
13F-HR
|
11/12/2020 |
000108514620002857 |
|
Q2 2020
|
172 |
540,695 |
TLT, IEF, VTI, VOO
|
13F-HR
|
8/13/2020 |
000108514620002206 |
|
Q1 2020
|
129 |
367,239 |
TLT, IEF, VTI, XLK
|
13F-HR
|
5/13/2020 |
000108514620001462 |
|
Q4 2019
|
97 |
323,016 |
IEF, TLT, VTI, XLP
|
13F-HR
|
2/14/2020 |
000108514620000831 |
|
Q3 2019
|
115 |
321,558 |
TLT, IEF, IEI, XLP
|
13F-HR
|
11/14/2019 |
000108514619002987 |
|
Q2 2019
|
117 |
318,265 |
TLT, IEF, XLP, IEI
|
13F-HR
|
8/9/2019 |
000108514619002180 |
|
Q1 2019
|
114 |
304,269 |
TLT, IEF, XLP, IEI
|
13F-HR
|
5/14/2019 |
000108514619001515 |
|
Q4 2018
|
102 |
268,729 |
IEF, TLT, XLP, XLU
|
13F-HR
|
2/13/2019 |
000108514619000623 |
|
Q3 2018
|
121 |
319,046 |
VTI, IEF, TLT, IWV
|
13F-HR
|
11/13/2018 |
000108514618002640 |
|
Q2 2018
|
124 |
336,718 |
VTI, TLT, IWV, VGK
|
13F-HR
|
8/14/2018 |
000108514618002055 |
|
Q1 2018
|
125 |
331,327 |
VTI, CLAYMORE EXCHANGE TRD FD TR, TLT, IWV
|
13F-HR
|
5/14/2018 |
000108514618001415 |
|
Q4 2017
|
131 |
367,532 |
VTI, CLAYMORE EXCHANGE TRD FD TR, IVV, TLT
|
13F-HR
|
2/9/2018 |
000108514618000487 |
|
Q3 2017
|
117 |
328,493 |
CLAYMORE EXCHANGE TRD FD TR, VTI, IVV, VGK
|
13F-HR
|
11/13/2017 |
000108514617002322 |
|
Q2 2017
|
115 |
317,654 |
CLAYMORE EXCHANGE TRD FD TR, VTI, IVV, VGK
|
13F-HR
|
8/11/2017 |
000108514617001775 |
|
Q1 2017
|
105 |
292,637 |
CLAYMORE EXCHANGE TRD FD TR, VTI, IVV, IWV
|
13F-HR
|
5/12/2017 |
000108514617001225 |
|
Q4 2016
|
107 |
286,249 |
CLAYMORE EXCHANGE TRD FD TR, VTI, GLD, IWV
|
13F-HR
|
2/13/2017 |
000108514617000617 |
|
Q3 2016
|
55 |
268,957 |
CLAYMORE EXCHANGE TRD FD TR, VTI, GLD, IWV
|
13F-HR
|
11/10/2016 |
000108514616004711 |
|
Q2 2016
|
51 |
266,252 |
CLAYMORE EXCHANGE TRD FD TR, VTI, GLD, IWV
|
13F-HR
|
8/5/2016 |
000108514616004162 |
|
Q1 2016
|
46 |
232,583 |
CLAYMORE EXCHANGE TRD FD TR, VTI, IWV, VGK
|
13F-HR
|
5/11/2016 |
000108514616003651 |
|
Q4 2015
|
47 |
199,121 |
CLAYMORE EXCHANGE TRD FD TR, IWV, VEA, VTI
|
13F-HR
|
2/10/2016 |
000108514616002899 |
|
Q3 2015
|
37 |
193,413 |
IWV, VTI, AGG, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
11/13/2015 |
000108514615002319 |
|
Q2 2015
|
39 |
253,635 |
IWV, VTI, AGG, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
8/11/2015 |
000108514615001660 |
|
Q1 2015
|
40 |
247,156 |
IWV, DXJ, VTI, AGG
|
13F-HR
|
5/11/2015 |
000108514615001113 |
|
Q4 2014
|
78 |
185,397 |
IWB, DXJ, IWV, SPY
|
13F-HR
|
2/10/2015 |
000108514615000315 |
|
Q3 2014
|
76 |
133,437 |
SPY, CLAYMORE EXCHANGE TRD FD TR, BSJG, OEF
|
13F-HR
|
11/10/2014 |
000108514614002131 |
|
Q2 2014
|
81 |
115,313 |
SPY, CLAYMORE EXCHANGE TRD FD TR, BSJG, OEF
|
13F-HR
|
7/31/2014 |
000108514614001459 |
|
Q1 2014
|
80 |
128,912 |
SPY, CLAYMORE EXCHANGE TRD FD TR, SDY, BSJG
|
RESTATEMENT
|
5/8/2014 |
000108514614000998 |
|
Q4 2013
|
1 |
2,931 |
PGEN
|
NEW HOLDINGS
|
3/4/2014 |
000108514614000764 |
|
Q4 2013
|
68 |
94,311 |
SPY, SDY, OEF, POWERSHARES ETF TRUST II
|
13F-HR
|
2/4/2014 |
000108514614000227 |