|
Q1 2025
|
44 |
1,087,572 |
VOO, RWL, VWO, VEA
|
13F-HR
|
4/28/2025 |
000195175725000468 |
|
Q4 2024
|
45 |
1,090,690 |
VOO, RWL, VWO, VB
|
13F-HR
|
1/27/2025 |
000195175725000134 |
|
Q3 2024
|
43 |
1,085,992 |
VOO, RWL, VWO, VB
|
13F-HR
|
10/17/2024 |
000195175724001061 |
|
Q2 2024
|
43 |
981,875 |
VOO, RWL, VWO, VEA
|
13F-HR
|
7/31/2024 |
000195175724000594 |
|
Q1 2024
|
42 |
964,857 |
VOO, RWL, VWO, VB
|
13F-HR
|
5/10/2024 |
000195175724000447 |
|
Q4 2023
|
42 |
886,859 |
VOO, RWL, VWO, VEA
|
13F-HR
|
1/29/2024 |
000195175724000123 |
|
Q3 2023
|
42 |
808,344 |
VOO, RWL, VWO, VB
|
13F-HR
|
10/24/2023 |
000195175723000590 |
|
Q2 2023
|
46 |
832,448 |
VOO, RWL, VWO, VB
|
13F-HR
|
7/20/2023 |
000195175723000414 |
|
Q1 2023
|
39 |
778,051 |
VOO, RWL, VWO, VB
|
13F-HR
|
4/20/2023 |
000195175723000191 |
|
Q4 2022
|
37 |
730,443 |
VOO, RWL, VWO, VB
|
13F-HR
|
1/24/2023 |
000195175723000055 |
|
Q3 2022
|
37 |
665,221 |
VOO, VEA, RWL, VB
|
13F-HR
|
10/19/2022 |
000169620922000009 |
|
Q2 2022
|
35 |
697,926 |
VOO, VWO, RWL, VEA
|
13F-HR
|
7/11/2022 |
000169620922000008 |
|
Q1 2022
|
35 |
740,609 |
VOO, RWL, VWO, VEA
|
13F-HR
|
4/28/2022 |
000169620922000006 |
|
Q4 2021
|
36 |
671,673 |
VOO, RWL, VEA, VB
|
13F-HR
|
1/20/2022 |
000169620922000001 |
|
Q3 2021
|
37 |
665,221 |
VOO, VEA, RWL, VB
|
13F-HR
|
10/14/2021 |
000169620921000007 |
|
Q2 2021
|
36 |
667,524 |
VOO, VEA, RWL, VB
|
13F-HR
|
7/30/2021 |
000169620921000006 |
|
Q1 2021
|
106 |
646,114 |
VOO, VEA, RWL, VB
|
13F-HR
|
4/29/2021 |
000169620921000005 |
|
Q4 2020
|
100 |
565,956 |
VOO, VEA, RWL, VB
|
13F-HR
|
2/9/2021 |
000169620921000003 |
|
Q3 2020
|
104 |
495,274 |
VOO, VEA, RWL, BSCO
|
13F-HR
|
11/9/2020 |
000169620920000007 |
|
Q2 2020
|
111 |
424,120 |
VOO, VEA, RWL, BSCM
|
13F-HR
|
8/13/2020 |
000169620920000005 |
|
Q1 2020
|
126 |
373,037 |
VOO, VEA, RWL, QQQ
|
13F-HR
|
5/6/2020 |
000160273020000004 |
|
Q4 2019
|
136 |
434,330 |
VOO, VEA, RWL, QQQ
|
13F-HR
|
1/29/2020 |
000169620920000004 |
|
Q3 2019
|
143 |
377,021 |
VOO, VEA, RWL, VWO
|
13F-HR
|
10/31/2019 |
000169620919000005 |
|
Q2 2019
|
154 |
401,792 |
VOO, VEA, RWL, VWO
|
13F-HR
|
8/6/2019 |
000169620919000003 |
|
Q1 2019
|
155 |
362,132 |
VOO, VEA, RWL, VWO
|
13F-HR
|
5/10/2019 |
000169620919000002 |
|
Q4 2018
|
258 |
340,298 |
VOO, VEA, RWL, VWO
|
13F-HR
|
1/18/2019 |
000169620919000001 |
|
Q3 2018
|
273 |
372,718 |
VEA, VOO, RWL, INVESCO QQQ TRUST
|
13F-HR
|
11/7/2018 |
000169620918000004 |
|
Q2 2018
|
295 |
355,941 |
VEA, VOO, RWL, INVESCO QQQ TRUST
|
13F-HR
|
8/3/2018 |
000169620918000003 |
|
Q1 2018
|
278 |
297,420 |
VEA, VOO, RWL, QQQ
|
13F-HR
|
5/2/2018 |
000169620918000002 |
|
Q4 2017
|
287 |
400,566 |
DEM, VEA, VOO, RWL
|
13F-HR
|
2/6/2018 |
000169620918000001 |
|
Q3 2017
|
227 |
295,443 |
VEA, VOO, RWL, QQQ
|
13F-HR
|
10/30/2017 |
000169620917000004 |
|
Q2 2017
|
283 |
292,086 |
VEA, VOO, RWL, QQQ
|
13F-HR
|
8/7/2017 |
000169620917000003 |
|
Q1 2017
|
316 |
266,882 |
VEA, VOO, RWL, QQQ
|
13F-HR
|
5/8/2017 |
000169620917000002 |
|
Q4 2016
|
390 |
170,186 |
RWL, QQQ, VWO, CLAYMORE EXCHANGE-TRADED FD TR GUGGENHEIM BULLETSHARES 2020 CORP BD ETF
|
13F-HR
|
2/9/2017 |
000169620917000001 |