|
Q3 2024
|
75 |
643,839 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
10/11/2024 |
000117266124004238 |
|
Q2 2024
|
76 |
594,246 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
7/17/2024 |
000117266124002811 |
|
Q1 2024
|
35 |
127,800 |
DFAX, DFAT, HYG, IGSB
|
13F-HR
|
4/12/2024 |
000117266124001838 |
|
Q4 2023
|
69 |
537,977 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
2/12/2024 |
000117266124000741 |
|
Q3 2023
|
69 |
488,993 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
10/17/2023 |
000117266123003427 |
|
Q2 2023
|
79 |
497,705 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
7/27/2023 |
000117266123002636 |
|
Q1 2023
|
71 |
483,593 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
5/9/2023 |
000117266123001937 |
|
Q4 2022
|
67 |
452,251 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
2/1/2023 |
000117266123000400 |
|
Q3 2022
|
65 |
430,961 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
11/3/2022 |
000160658722002117 |
|
Q2 2022
|
64 |
450,572 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
8/2/2022 |
000160658722001563 |
|
Q1 2022
|
66 |
514,784 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
4/26/2022 |
000160658722000755 |
|
Q4 2021
|
68 |
539,761 |
SCHX, VCSH, SCHZ, SCHP
|
RESTATEMENT
|
1/25/2022 |
000160658722000096 |
|
Q3 2021
|
64 |
510,714 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
10/15/2021 |
000160658721001286 |
|
Q2 2021
|
64 |
510,077 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
7/27/2021 |
000160658721000909 |
|
Q1 2021
|
59 |
443,374 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
4/23/2021 |
000160658721000387 |
|
Q4 2020
|
49 |
414,147 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
2/3/2021 |
000160658721000173 |
|
Q3 2020
|
51 |
383,203 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
10/16/2020 |
000160658720001062 |
|
Q2 2020
|
51 |
349,837 |
SCHX, VCSH, SCHZ, SCHP
|
13F-HR
|
7/14/2020 |
000160658720000729 |
|
Q1 2020
|
51 |
271,348 |
SCHX, VCSH, SCHZ, VWOB
|
13F-HR
|
4/21/2020 |
000160658720000404 |
|
Q4 2019
|
61 |
305,950 |
VCSH, BKLN, SCHX, SCHZ
|
13F-HR
|
2/12/2020 |
000160658720000267 |
|
Q3 2019
|
61 |
290,271 |
VCSH, BKLN, SCHZ, SCHX
|
13F-HR
|
10/15/2019 |
000160658719000861 |
|
Q2 2019
|
61 |
281,032 |
VCSH, BKLN, SCHX, SCHZ
|
13F-HR
|
8/5/2019 |
000160658719000752 |
|
Q1 2019
|
57 |
276,728 |
VCSH, BKLN, SCHX, SCHZ
|
13F-HR
|
5/8/2019 |
000160658719000509 |
|
Q4 2018
|
59 |
255,840 |
VCSH, BKLN, SCHX, SCHZ
|
13F-HR
|
2/1/2019 |
000160658719000118 |
|
Q3 2018
|
53 |
263,839 |
VCSH, SCHX, BKLN, SCHZ
|
13F-HR
|
10/11/2018 |
000160658718000722 |
|
Q2 2018
|
55 |
261,651 |
VCSH, BKLN, SCHX, SCHZ
|
13F-HR
|
7/17/2018 |
000160658718000503 |
|
Q1 2018
|
53 |
260,610 |
VCSH, POWERSHARES ETF TRUST II, SCHX, SCHZ
|
13F-HR
|
4/24/2018 |
000160658718000332 |
|
Q4 2017
|
53 |
241,539 |
VCSH, POWERSHARES ETF TRUST II, SCHX, VSS
|
13F-HR
|
2/2/2018 |
000160658718000099 |
|
Q3 2017
|
54 |
231,722 |
VCSH, POWERSHARES ETF TRUST II, SCHX, VSS
|
RESTATEMENT
|
11/2/2017 |
000160658717000608 |
|
Q2 2017
|
50 |
216,229 |
VCSH, POWERSHARES ETF TRUST II, SCHX, VSS
|
13F-HR
|
7/13/2017 |
000160658717000382 |
|
Q1 2017
|
51 |
209,412 |
VCSH, POWERSHARES ETF TRUST II, SCHX, VSS
|
13F-HR
|
4/18/2017 |
000160658717000232 |
|
Q4 2016
|
51 |
203,783 |
VCSH, POWERSHARES ETF TRUST II, AGG, SCHX
|
13F-HR
|
4/18/2017 |
000160658717000230 |