|
Q1 2025
|
399 |
1,155,667 |
JPST, AVLV, VCIT, AVUS
|
13F-HR
|
5/2/2025 |
000108514625002555 |
|
Q4 2024
|
129 |
957,999 |
JPST, AVLV, AVUS, VCIT
|
13F-HR
|
1/16/2025 |
000108514625000275 |
|
Q3 2024
|
136 |
954,048 |
JPST, AVLV, DFIC, DIHP
|
13F-HR
|
10/31/2024 |
000108514624005267 |
|
Q2 2024
|
132 |
808,192 |
JPST, AVLV, DFIC, DIHP
|
13F-HR
|
8/1/2024 |
000108514624003436 |
|
Q1 2024
|
102 |
667,938 |
JPST, AVLV, DFIC, DIHP
|
13F-HR
|
4/30/2024 |
000108514624002146 |
|
Q4 2023
|
99 |
659,818 |
WFG.TO, JPST, AMERICAN CENTY ETF TR, JMST
|
13F-HR
|
2/5/2024 |
000108514624000726 |
|
Q3 2023
|
104 |
623,521 |
WFG.TO, JPST, VGIT, AMERICAN CENTY ETF TR
|
13F-HR
|
10/23/2023 |
000108514623003855 |
|
Q2 2023
|
103 |
498,704 |
JPST, VGIT, AMERICAN CENTY ETF TR, AAPL
|
13F-HR
|
7/24/2023 |
000108514623002840 |
|
Q1 2023
|
113 |
458,184 |
AMERICAN CENTY ETF TR, JPST, JMST, DIHP
|
13F-HR
|
4/12/2023 |
000108514623001662 |
|
Q4 2022
|
111 |
413,430 |
AMERICAN CENTY ETF TR, JMST, JPST, DIHP
|
13F-HR
|
1/27/2023 |
000108514623000398 |
|
Q3 2022
|
126 |
361,507 |
AMERICAN CENTY ETF TR, AAPL, JPST, JMST
|
13F-HR
|
10/28/2022 |
000108514622003641 |
|
Q2 2022
|
224 |
482,542 |
WFG.TO, AMERICAN CENTY ETF TR, JPST, HPQ
|
13F-HR
|
8/4/2022 |
000108514622002795 |
|
Q1 2022
|
239 |
411,293 |
AAPL, HPQ, JMST, JPST
|
13F-HR
|
5/4/2022 |
000108514622001725 |
|
Q4 2021
|
243 |
454,367 |
JMST, HPQ, AAPL, JPST
|
13F-HR
|
2/7/2022 |
000108514622000541 |
|
Q3 2021
|
239 |
363,457 |
AAPL, JPST, A, HPQ
|
13F-HR
|
11/2/2021 |
000108514621002974 |
|
Q2 2021
|
229 |
314,576 |
JPST, AAPL, VTI, PG
|
13F-HR
|
8/6/2021 |
000108514621002265 |
|
Q1 2021
|
156 |
197,174 |
JPST, VTI, AAPL, JPM
|
13F-HR
|
5/20/2021 |
000108514621001812 |
|
Q2 2014
|
98 |
119,481 |
RYDEX ETF TRUST, AMJ, CL, XOM
|
13F-HR
|
8/14/2014 |
000108514614001781 |
|
Q1 2014
|
93 |
99,448 |
AMJ, XOM, VTI, JNJ
|
13F-HR
|
5/1/2014 |
000108514614000943 |
|
Q4 2013
|
85 |
97,295 |
AMJ, XOM, VTI, GOOGL
|
13F-HR
|
2/21/2014 |
000108514614000753 |