|
Q2 2025
|
248 |
672,457 |
DSTL, VTI, J P MORGAN EXCHANGE TRADED F, VBR
|
RESTATEMENT
|
7/21/2025 |
000160273025000006 |
|
Q1 2025
|
236 |
570,880 |
DSTL, VTI, VBR, STIP
|
13F-HR
|
4/14/2025 |
000160273025000003 |
|
Q4 2024
|
223 |
568,624 |
DSTL, VTI, VBR, STIP
|
13F-HR
|
2/3/2025 |
000160273025000002 |
|
Q3 2024
|
218 |
559,503 |
DSTL, VTI, VBR, VXUS
|
13F-HR
|
10/2/2024 |
000160273024000006 |
|
Q2 2024
|
218 |
515,567 |
DSTL, VTI, VBR, VXUS
|
13F-HR
|
7/30/2024 |
000160273024000004 |
|
Q1 2024
|
209 |
511,649 |
DSTL, VTI, VBR, VXUS
|
13F-HR
|
4/11/2024 |
000160273024000003 |
|
Q4 2023
|
203 |
474,242 |
DSTL, VTI, VBR, VXUS
|
13F-HR
|
1/19/2024 |
000160273024000002 |
|
Q3 2023
|
189 |
410,924 |
DSTL, VTI, VBR, VXUS
|
13F-HR
|
10/11/2023 |
000160273023000005 |
|
Q2 2023
|
200 |
413,354 |
DSTL, VTI, VBR, VXUS
|
13F-HR
|
7/6/2023 |
000160273023000004 |
|
Q1 2023
|
193 |
388,090 |
DSTL, VTI, VBR, VXUS
|
13F-HR
|
4/17/2023 |
000160273023000003 |
|
Q4 2022
|
181 |
365,679 |
DSTL, VTI, VBR, VXUS
|
13F-HR
|
1/19/2023 |
000160273023000001 |
|
Q3 2022
|
178 |
331,241 |
DSTL, VTI, VBR, AAPL
|
13F-HR
|
10/18/2022 |
000160273022000006 |
|
Q2 2022
|
194 |
339,377 |
DSTL, VBR, VTI, UNP
|
13F-HR
|
7/18/2022 |
000160273022000005 |
|
Q1 2022
|
206 |
371,482 |
UNP, VBR, VXUS, AMZN
|
13F-HR
|
4/12/2022 |
000160273022000003 |
|
Q4 2021
|
212 |
374,489 |
VXUS, VBR, UNP, AMZN
|
13F-HR
|
1/18/2022 |
000160273022000001 |
|
Q3 2021
|
192 |
314,089 |
VXUS, AMZN, VBR, UNP
|
13F-HR
|
10/19/2021 |
000160273021000005 |
|
Q2 2021
|
196 |
327,498 |
AMZN, VXUS, VBR, UNP
|
13F-HR
|
7/20/2021 |
000160273021000004 |
|
Q1 2021
|
191 |
312,531 |
AMZN, UNP, VXUS, VBR
|
13F-HR
|
4/26/2021 |
000160273021000003 |
|
Q4 2020
|
190 |
323,926 |
BOC, AMZN, VXUS, UNP
|
13F-HR
|
2/1/2021 |
000160273021000001 |
|
Q3 2020
|
174 |
274,167 |
BOC, AMZN, UNP, VXUS
|
13F-HR
|
11/3/2020 |
000160273020000006 |
|
Q2 2020
|
166 |
245,639 |
BOC, AMZN, UNP, VXUS
|
13F-HR
|
8/11/2020 |
000160273020000005 |
|
Q1 2020
|
159 |
203,493 |
BOC, UNP, AMZN, VXUS
|
13F-HR
|
4/30/2020 |
000160273020000003 |
|
Q4 2019
|
175 |
217,734 |
BOC, UNP, AAPL, AMZN
|
13F-HR
|
1/30/2020 |
000160273020000001 |
|
Q3 2019
|
171 |
201,821 |
BOC, UNP, AMZN, AAPL
|
13F-HR
|
11/1/2019 |
000160273019000006 |
|
Q2 2019
|
166 |
166,473 |
UNP, AMZN, BOC, AAPL
|
13F-HR
|
8/12/2019 |
000160273019000005 |
|
Q1 2019
|
154 |
159,980 |
UNP, AMZN, AAPL, BOC
|
13F-HR
|
4/25/2019 |
000160273019000004 |
|
Q4 2018
|
142 |
131,892 |
UNP, AMZN, AAPL, SCHO
|
RESTATEMENT
|
2/15/2019 |
000160273019000003 |
|
Q3 2018
|
149 |
149,065 |
UNP, AAPL, AMZN, SCHO
|
13F-HR
|
10/31/2018 |
000160273018000005 |
|
Q2 2018
|
146 |
133,124 |
UNP, AAPL, AMZN, M&T BANK CORP
|
13F-HR
|
7/27/2018 |
000160273018000004 |
|
Q1 2018
|
130 |
122,683 |
UNP, AAPL, AMZN, M&T BANK CORP
|
13F-HR
|
5/4/2018 |
000160273018000003 |
|
Q4 2017
|
121 |
98,648 |
AAPL, UNP, AMZN, M&T BANK CORP
|
13F-HR
|
3/6/2018 |
000160273018000002 |