|
Q1 2025
|
42 |
325,783 |
IEFA, VGLT, IEF, IVV
|
13F-HR
|
4/25/2025 |
000110465925039345 |
|
Q4 2024
|
45 |
322,346 |
IEFA, VGLT, IEF, IVV
|
13F-HR
|
2/4/2025 |
000110465925009009 |
|
Q3 2024
|
44 |
332,339 |
VGLT, IEFA, IEF, IVV
|
13F-HR
|
10/8/2024 |
000110465924106964 |
|
Q2 2024
|
44 |
306,269 |
VGLT, IEFA, IEF, IVV
|
13F-HR
|
8/8/2024 |
000110465924087097 |
|
Q1 2024
|
44 |
308,411 |
IEFA, VGLT, IEF, IVV
|
13F-HR
|
4/17/2024 |
000110465924048270 |
|
Q4 2023
|
44 |
299,710 |
VGLT, IEFA, IEF, IVV
|
13F-HR
|
1/29/2024 |
000110465924007644 |
|
Q3 2023
|
46 |
245,105 |
IEFA, IEF, IVV, IEMG
|
13F-HR
|
10/26/2023 |
000110465923111653 |
|
Q2 2023
|
42 |
268,628 |
IVV, IEFA, IEF, IEMG
|
13F-HR
|
8/7/2023 |
000110465923088480 |
|
Q1 2023
|
45 |
253,347 |
IVV, IEFA, IEF, IEMG
|
13F-HR
|
4/27/2023 |
000110465923050933 |
|
Q4 2022
|
46 |
239,499 |
IEFA, IVV, IEF, IEMG
|
13F-HR
|
2/14/2023 |
000110465923021996 |
|
Q3 2022
|
54 |
223,563 |
IEFA, IVV, IEF, BSCO
|
13F-HR
|
11/18/2022 |
000110465922120324 |
|
Q2 2022
|
54 |
223,563 |
IEFA, IVV, IEF, BSCO
|
13F-HR
|
7/21/2022 |
000110465922081646 |
|
Q1 2022
|
55 |
243,434 |
IEFA, IVV, SGOV, BSCO
|
13F-HR
|
5/11/2022 |
000110465922058884 |
|
Q4 2021
|
52 |
229,286 |
IEFA, IVV, SGOV, IEMG
|
13F-HR
|
2/1/2022 |
000110465922010262 |
|
Q3 2021
|
51 |
212,431 |
IEFA, SGOV, IVV, IEMG
|
RESTATEMENT
|
10/20/2021 |
000110465921128219 |
|
Q3 2021
|
51 |
173,438 |
IEFA, IVV, BSCM, IEMG
|
13F-HR
|
10/12/2021 |
000110465921124755 |
|
Q2 2021
|
51 |
173,438 |
IEFA, IVV, BSCM, IEMG
|
13F-HR
|
7/28/2021 |
000110465921096759 |
|
Q1 2021
|
49 |
155,967 |
IEFA, IVV, BSCL, IEMG
|
13F-HR
|
4/8/2021 |
000110465921048036 |
|
Q4 2020
|
50 |
160,903 |
IEFA, IVV, IEMG, BSJL
|
13F-HR
|
2/10/2021 |
000110465921019729 |
|
Q3 2020
|
44 |
134,935 |
IEFA, BSCK, IVV, IEMG
|
13F-HR
|
11/17/2020 |
000110465920126017 |
|
Q2 2020
|
44 |
134,935 |
IEFA, BSCK, IVV, IEMG
|
13F-HR
|
7/28/2020 |
000110465920087262 |
|
Q1 2020
|
51 |
119,368 |
Invesco BulletShares 2020 Investment Grade Corporate Bond ETF, IEFA, IVV, IEMG
|
13F-HR
|
5/15/2020 |
000110465920062529 |
|
Q4 2019
|
51 |
143,335 |
Invesco BulletShares 2020 Investment Grade Corporate Bond ETF, IVV, IEFA, SCHX
|
13F-HR
|
2/20/2020 |
000110465920023244 |
|
Q3 2019
|
54 |
134,052 |
Invesco BulletShares 2020 Investment Grade Corporate Bond ETF, SCHX, SCHF, SCHE
|
13F-HR
|
10/4/2019 |
000114420419047306 |
|
Q2 2019
|
57 |
130,659 |
Invesco BulletShares 2020 Investment Grade Corporate Bond ETF, SCHX, SCHF, SCHE
|
13F-HR
|
8/14/2019 |
000114420419039900 |
|
Q1 2019
|
55 |
117,245 |
Invesco BulletShares 2020 Investment Grade Corporate Bond ETF, SCHF, Invesco BulletShares 2020 High Yield Corporate Bond ETF, SCHX
|
13F-HR
|
5/10/2019 |
000114420419025002 |
|
Q4 2018
|
55 |
103,762 |
Invesco BulletShares 2019 Investment Grade Corporate Bond ETF, SCHF, Invesco BulletShares 2019 High Yield Corporate Bond ETF, SCHX
|
13F-HR
|
2/13/2019 |
000114420419007102 |
|
Q3 2018
|
58 |
113,221 |
Invesco BulletShares 2019 Investment Grade Corporate Bond ETF, SCHF, Invesco BulletShares 2019 High Yield Corporate Bond ETF, SCHX
|
13F-HR
|
10/9/2018 |
000114420418052853 |
|
Q2 2018
|
58 |
106,651 |
PowerShares BulletShares 2019 Investment Grade Corporate Bond ETF, SCHF, Invesco BulletShares 2019 High Yield Corporate Bond ETF, SCHX
|
13F-HR
|
8/13/2018 |
000114420418043937 |
|
Q3 2017
|
90 |
106,911 |
Guggenheim BulletShares 2018 Corporate Bond ETF, Guggenheim BulletShares 2019 High Yield Corporate Bond ETF, SCHX, SCHF
|
13F-HR
|
2/7/2018 |
000114420418006338 |