|
Q3 2024
|
98 |
340,581 |
VXUS, VTI, SPGM, VOO
|
13F-HR
|
10/15/2024 |
000108514624004909 |
|
Q2 2024
|
94 |
319,478 |
VXUS, VTI, SPGM, VOO
|
13F-HR
|
7/22/2024 |
000108514624003169 |
|
Q1 2024
|
96 |
315,494 |
VXUS, VTI, SPGM, VOO
|
13F-HR
|
4/22/2024 |
000108514624001949 |
|
Q4 2023
|
85 |
297,678 |
VXUS, VTI, SPGM, VOO
|
13F-HR
|
1/18/2024 |
000108514624000303 |
|
Q3 2023
|
72 |
274,868 |
VXUS, VTI, SPGM, VOO
|
13F-HR
|
10/24/2023 |
000108514623003894 |
|
Q2 2023
|
78 |
280,847 |
VTI, SPGM, SCHF, VOO
|
13F-HR
|
7/26/2023 |
000108514623002926 |
|
Q1 2023
|
69 |
268,905 |
VTI, SPGM, SCHF, VOO
|
13F-HR
|
4/24/2023 |
000108514623001855 |
|
Q4 2022
|
71 |
254,261 |
VTI, SPGM, SCHF, VOO
|
13F-HR
|
1/30/2023 |
000108514623000440 |
|
Q3 2022
|
66 |
239,838 |
VTI, SPGM, VOO, SCHF
|
13F-HR
|
10/28/2022 |
000108514622003638 |
|
Q2 2022
|
66 |
260,020 |
VTI, SPGM, VOO, SCHF
|
13F-HR
|
7/28/2022 |
000108514622002644 |
|
Q1 2022
|
75 |
298,464 |
VTI, SPGM, VOO, SCHF
|
13F-HR
|
4/19/2022 |
000108514622001460 |
|
Q4 2021
|
77 |
308,806 |
VTI, SPGM, VOO, SCHF
|
13F-HR
|
1/26/2022 |
000108514622000344 |
|
Q3 2021
|
71 |
295,105 |
VTI, SPGM, VOO, SCHF
|
13F-HR
|
10/19/2021 |
000108514621002836 |
|
Q2 2021
|
71 |
294,408 |
VTI, SPGM, VOO, SCHF
|
13F-HR
|
8/3/2021 |
000108514621002207 |
|
Q1 2021
|
73 |
275,956 |
VTI, SPGM, SCHF, VOO
|
13F-HR
|
4/29/2021 |
000108514621001374 |
|
Q4 2020
|
66 |
265,604 |
VTI, SPGM, VOO, SCHF
|
13F-HR
|
1/26/2021 |
000108514621000252 |
|
Q3 2020
|
59 |
231,669 |
VTI, SPGM, VOO, SCHF
|
13F-HR
|
10/19/2020 |
000108514620002571 |
|
Q2 2020
|
54 |
212,996 |
VTI, SPGM, VOO, SCHF
|
13F-HR
|
8/6/2020 |
000108514620002029 |
|
Q1 2020
|
52 |
195,756 |
VTI, SCHF, SPGM, VOO
|
13F-HR
|
4/29/2020 |
000108514620001238 |
|
Q4 2019
|
56 |
234,428 |
VTI, RYH, VOO, SPGM
|
13F-HR
|
1/31/2020 |
000108514620000347 |
|
Q3 2019
|
56 |
225,118 |
VTI, VOO, SPGM, RYH
|
13F-HR
|
10/29/2019 |
000108514619002650 |
|
Q2 2019
|
56 |
222,693 |
VTI, RYH, VOO, SPGM
|
13F-HR
|
8/1/2019 |
000108514619002031 |
|
Q1 2019
|
57 |
217,481 |
VTI, RYH, VOO, SPGM
|
13F-HR
|
5/1/2019 |
000108514619001301 |
|
Q4 2018
|
54 |
203,234 |
VTI, RYH, VOO, EFAV
|
13F-HR
|
1/30/2019 |
000108514619000268 |
|
Q3 2018
|
51 |
222,373 |
VTI, RYH, SCHF, VOO
|
13F-HR
|
11/6/2018 |
000108514618002511 |
|
Q2 2018
|
51 |
216,544 |
VTI, SCHF, VOO, RYH
|
13F-HR
|
7/19/2018 |
000108514618001709 |
|
Q1 2018
|
47 |
210,280 |
VTI, EFAV, SCHF, VOO
|
13F-HR
|
5/8/2018 |
000108514618001262 |
|
Q4 2017
|
49 |
263,913 |
VTI, VOO, SCHF, EFAV
|
13F-HR
|
2/8/2018 |
000108514618000411 |
|
Q3 2017
|
46 |
259,293 |
VTI, VOO, EFAV, SCHF
|
13F-HR
|
10/30/2017 |
000108514617002144 |
|
Q2 2017
|
47 |
255,458 |
VTI, VOO, EFAV, RYDEX ETF TRUST
|
13F-HR
|
8/14/2017 |
000108514617001907 |
|
Q1 2017
|
45 |
247,588 |
VTI, VOO, EFAV, RYDEX ETF TRUST
|
13F-HR
|
5/15/2017 |
000108514617001326 |
|
Q4 2016
|
40 |
229,756 |
VTI, VOO, DBEF, EFAV
|
13F-HR
|
2/15/2017 |
000108514617000793 |
|
Q3 2016
|
30 |
231,115 |
VTI, EFAV, VOO, RYDEX ETF TRUST
|
13F-HR
|
12/16/2016 |
000108514616004910 |
|
Q2 2016
|
34 |
224,231 |
VTI, VOO, RYDEX ETF TRUST, DBEF
|
13F-HR
|
8/15/2016 |
000108514616004344 |
|
Q4 2015
|
30 |
218,669 |
VTI, VGT, VOO, DBEF
|
RESTATEMENT
|
8/15/2016 |
000108514616004343 |