|
Q3 2023
|
1 |
0
|
|
13F-HR
|
10/16/2023 |
000139834423019296 |
|
Q2 2023
|
129 |
46,573
|
SCHB, SCHX, SPY, SCHO
|
13F-HR
|
8/9/2023 |
000139834423014351 |
|
Q1 2023
|
406 |
49,883
|
SCHB, SCHX, SPY, SCHO
|
13F-HR
|
5/5/2023 |
000139834423008864 |
|
Q4 2022
|
126 |
44,380
|
SCHB, SCHX, SCHD, VTV
|
13F-HR
|
2/27/2023 |
000139834423004889 |
|
Q3 2022
|
42 |
40,519
|
SCHB, SCHX, SPY, VTV
|
13F-HR
|
11/21/2022 |
000166678822000005 |
|
Q2 2022
|
138 |
74,443
|
SCHB, SPY, VTV, SCHX
|
13F-HR
|
8/12/2022 |
000166678822000004 |
|
Q1 2022
|
177 |
146,180
|
PECO, BDVC, CMRF, FSK
|
13F-HR
|
6/21/2022 |
000166678822000003 |
|
Q4 2021
|
286 |
369,315
|
BILL, FSK, PHILLIPS EDISON & CO INC CL B, BDVC
|
13F-HR
|
2/3/2022 |
000166678822000001 |
|
Q3 2021
|
296 |
353,587
|
BILL, FSK, PHILLIPS EDISON & CO INC CL B, BDVC
|
13F-HR
|
11/10/2021 |
000166678821000004 |
|
Q2 2021
|
268 |
246,452
|
SCHB, FSK, SCHX, SPY
|
13F-HR
|
8/11/2021 |
000166678821000003 |
|
Q1 2021
|
301 |
321,261
|
Phillips Edison & Company, BDVC, FSKR, SCHB
|
13F-HR
|
5/13/2021 |
000166678821000002 |
|
Q4 2020
|
252 |
234,115
|
SCHB, AVGO, FSK, QQQ
|
13F-HR
|
2/11/2021 |
000166678821000001 |
|
Q3 2020
|
233 |
224,186
|
SCHB, QQQ, FSK, SPY
|
13F-HR
|
11/12/2020 |
000166678820000005 |
|
Q2 2020
|
218 |
237,391
|
SCHB, QQQ, IVW, AVGO
|
13F-HR
|
8/13/2020 |
000166678820000004 |
|
Q1 2020
|
204 |
224,284
|
Phillips Edison & Company, BDVC, SCHB, CMRF
|
13F-HR
|
5/13/2020 |
000166678820000002 |
|
Q4 2019
|
203 |
274,388
|
IVW, SCHX, QQQ, SCHB
|
13F-HR
|
2/13/2020 |
000166678820000001 |
|
Q3 2019
|
200 |
250,873
|
IVW, SCHB, SCHX, SPY
|
13F-HR
|
11/14/2019 |
000166678819000004 |
|
Q2 2019
|
194 |
220,052
|
IVW, SCHB, QQQ, SCHX
|
13F-HR
|
8/14/2019 |
000166678819000003 |
|
Q1 2019
|
152 |
154,724
|
IVW, AVGO, SPY, QQQ
|
13F-HR
|
5/15/2019 |
000166678819000002 |
|
Q4 2018
|
194 |
205,360
|
IVW, SCHX, AVGO, SPY
|
13F-HR
|
2/13/2019 |
000166678819000001 |
|
Q3 2018
|
163 |
186,465
|
IVW, INVESCO QQQ TR, IJT, IWM
|
13F-HR
|
11/14/2018 |
000166678818000005 |
|
Q2 2018
|
202 |
220,569
|
AVGO, SCHX, EHC, SLYV
|
13F-HR
|
8/14/2018 |
000166678818000004 |
|
Q1 2018
|
126 |
169,151
|
AVGO, SPY, VOO, INTC
|
RESTATEMENT
|
5/14/2018 |
000166678818000003 |
|
Q4 2017
|
213 |
212,648
|
AVGO, VOO, IVW, VER
|
13F-HR
|
2/14/2018 |
000166678818000001 |
|
Q3 2017
|
147 |
155,331
|
AVGO, IVW, VOO, INTC
|
13F-HR
|
11/14/2017 |
000166678817000005 |
|
Q2 2017
|
100 |
109,405
|
AVGO, HLS, WFC, INTC
|
13F-HR
|
8/15/2017 |
000166678817000004 |
|
Q1 2017
|
130 |
141,092
|
AVGO, VOO, IVW, INTC
|
13F-HR
|
5/15/2017 |
000166678817000003 |
|
Q4 2016
|
126 |
123,837
|
IWM, VOO, AVGO, MDY
|
13F-HR
|
2/14/2017 |
000166678817000001 |
|
Q3 2016
|
137 |
117,333
|
VOO, AVGO, OTEX, O
|
13F-HR
|
11/15/2016 |
000166678816000004 |
|
Q2 2016
|
153 |
129,266
|
VOO, VWO, WMT, O
|
13F-HR
|
8/1/2016 |
000166678816000003 |
|
Q1 2016
|
143 |
120,193
|
IVW, VOO, WMT, VWO
|
13F-HR
|
5/4/2016 |
000166678816000002 |
|
Q4 2015
|
707 |
133,979
|
IVW, VOO, VWO, MCK
|
13F-HR
|
2/17/2016 |
000166678816000001 |