|
Q1 2024
|
151 |
434,951 |
IVV, AAPL, IVE, IJH
|
13F-HR
|
4/17/2024 |
000108514624001894 |
|
Q4 2023
|
144 |
412,769 |
IVV, AAPL, IVE, IJH
|
13F-HR
|
1/19/2024 |
000108514624000346 |
|
Q3 2023
|
140 |
372,236 |
IVV, AAPL, IVE, IJH
|
13F-HR
|
10/24/2023 |
000108514623003911 |
|
Q2 2023
|
137 |
380,307 |
AAPL, IVV, IVE, IJH
|
13F-HR
|
7/20/2023 |
000108514623002765 |
|
Q1 2023
|
140 |
358,663 |
AAPL, IVV, IVE, IJH
|
13F-HR
|
4/14/2023 |
000108514623001684 |
|
Q4 2022
|
137 |
321,022 |
IVV, AAPL, IVE, IJH
|
13F-HR
|
2/14/2023 |
000108514623001287 |
|
Q3 2022
|
115 |
301,624 |
AAPL, IVV, IVE, IVW
|
13F-HR
|
10/26/2022 |
000108514622003602 |
|
Q2 2022
|
117 |
311,337 |
AAPL, IVV, IVE, IVW
|
13F-HR
|
7/28/2022 |
000108514622002651 |
|
Q1 2022
|
123 |
354,292 |
AAPL, IVV, IVE, IVW
|
13F-HR
|
4/19/2022 |
000108514622001456 |
|
Q4 2021
|
124 |
365,109 |
AAPL, IVV, IVE, EUSA
|
13F-HR
|
1/27/2022 |
000108514622000362 |
|
Q3 2021
|
613 |
341,587 |
AAPL, IVV, IVE, EUSA
|
13F-HR
|
11/2/2021 |
000163036021000005 |
|
Q2 2021
|
596 |
333,098 |
AAPL, IVV, IVE, EUSA
|
13F-HR
|
7/29/2021 |
000163036021000004 |
|
Q1 2021
|
579 |
306,555 |
AAPL, IVV, EUSA, BSCM
|
13F-HR
|
4/28/2021 |
000163036021000003 |
|
Q4 2020
|
507 |
267,221 |
BSCL, AAPL, IVV, BSCM
|
13F-HR
|
1/26/2021 |
000163036021000001 |
|
Q3 2020
|
454 |
199,057 |
BSCL, IVV, BSCM, BSJL
|
13F-HR
|
11/3/2020 |
000163036020000005 |
|
Q2 2020
|
426 |
185,143 |
BSCL, BSCK, BSCM, BSJL
|
13F-HR
|
7/28/2020 |
000163036020000004 |
|
Q1 2020
|
367 |
146,023 |
SHY, BSCL, BSCK, BSJL
|
13F-HR
|
4/27/2020 |
000163036020000003 |
|
Q4 2019
|
394 |
218,248 |
IVV, BSCL, BSCK, BSJL
|
13F-HR
|
1/24/2020 |
000163036020000002 |
|
Q3 2019
|
403 |
208,412 |
IVV, BSCL, BSCK, BSJL
|
13F-HR
|
10/31/2019 |
000163036019000009 |
|
Q2 2019
|
395 |
203,719 |
IVV, BSCK, IJH, BSCM
|
13F-HR
|
7/30/2019 |
000163036019000008 |
|
Q1 2019
|
391 |
193,448 |
IVV, BSCK, IJH, BSCM
|
13F-HR
|
4/12/2019 |
000163036019000005 |
|
Q4 2018
|
383 |
178,196 |
IVV, BSCK, BSCL, BSCM
|
13F-HR
|
1/17/2019 |
000163036019000001 |
|
Q3 2018
|
376 |
188,380 |
IVV, BSCK, IJH, EFA
|
13F-HR
|
10/26/2018 |
000163036018000005 |
|
Q2 2018
|
297 |
172,690 |
IVV, BSCK, BSCJ, IJH
|
13F-HR
|
7/27/2018 |
000163036018000004 |
|
Q1 2018
|
271 |
92,182 |
IVV, EFA, IJH, IJR
|
13F-HR
|
5/8/2018 |
000163036018000003 |
|
Q4 2017
|
274 |
166,022 |
CLAYMORE EXCHANGE TRD FD TR, IVV, EFA, IJH
|
13F-HR
|
1/29/2018 |
000163036018000002 |
|
Q3 2017
|
283 |
161,983 |
CLAYMORE EXCHANGE TRD FD TR, IVV, EFA, IJH
|
13F-HR
|
11/3/2017 |
000163036017000005 |
|
Q2 2017
|
281 |
155,577 |
CLAYMORE EXCHANGE TRD FD TR, IVV, EFA, IJH
|
13F-HR
|
8/9/2017 |
000163036017000004 |
|
Q1 2017
|
283 |
150,894 |
CLAYMORE EXCHANGE TRD FD TR, IVV, EFA, IJH
|
13F-HR
|
5/1/2017 |
000163036017000003 |
|
Q4 2016
|
285 |
142,530 |
CLAYMORE EXCHANGE TRD FD TR, IVV, BSCH, BSJH
|
13F-HR
|
1/26/2017 |
000163036017000001 |
|
Q3 2016
|
288 |
139,527 |
CLAYMORE EXCHANGE TRD FD TR, IVV, BSCH, BSJH
|
13F-HR
|
11/3/2016 |
000163036016000012 |
|
Q2 2016
|
295 |
133,890 |
CLAYMORE EXCHANGE TRD FD TR, IVV, BSCH, BSJH
|
13F-HR
|
7/29/2016 |
000163036016000011 |
|
Q1 2016
|
301 |
129,213 |
CLAYMORE EXCHANGE TRD FD TR, IVV, BSCH, EFA
|
13F-HR
|
5/5/2016 |
000163036016000010 |
|
Q3 2015
|
398 |
203,349 |
Claymore Exchange Traded Fd TRUST Guggen, IVV, CLAYMORE EXCHANGE TRD FD TR, SCHX
|
13F-HR
|
11/9/2015 |
000163036015000008 |
|
Q2 2015
|
383 |
210,933 |
CLAYMORE EXCHANGE TRD FD TR, Claymore Exchange Traded Fd TRUST Guggen, IVV, EFA
|
13F-HR
|
8/13/2015 |
000163036015000007 |
|
Q1 2015
|
378 |
207,809 |
Claymore Exchange Traded Fd TRUST Guggen, IVV, CLAYMORE EXCHANGE TRD FD TR, EFA
|
13F-HR
|
5/6/2015 |
000163036015000005 |
|
Q4 2014
|
496 |
181,598 |
CLAYMORE EXCHANGE TRADED FD TRUST GUGGENHEIM BULLETSHARES 2018, IVV, SCHX, EFA
|
RESTATEMENT
|
2/17/2015 |
000163036015000004 |