|
Q1 2025
|
75 |
287,226 |
SCHB, PGIM ROCK ETF TR, BALT, KJAN
|
13F-HR
|
5/13/2025 |
000195175725000545 |
|
Q4 2024
|
73 |
279,342 |
SCHB, PGIM ROCK ETF TR, BALT, KJAN
|
13F-HR
|
1/24/2025 |
000195175725000111 |
|
Q3 2024
|
71 |
257,131 |
SCHB, AZBJ, KJAN, VTI
|
13F-HR
|
10/23/2024 |
000195175724001100 |
|
Q2 2024
|
68 |
225,142 |
SCHB, AZBJ, KJAN, VTI
|
13F-HR
|
7/31/2024 |
000195175724000586 |
|
Q1 2024
|
79 |
226,187 |
SCHB, AZBJ, KJAN, VTI
|
13F-HR
|
4/30/2024 |
000195175724000416 |
|
Q4 2023
|
69 |
208,628 |
SCHB, AZBJ, KJAN, VTI
|
13F-HR
|
1/29/2024 |
000195175724000118 |
|
Q3 2023
|
70 |
190,652 |
SCHX, KJUL, PJUL, VTI
|
13F-HR
|
10/24/2023 |
000195175723000597 |
|
Q2 2023
|
66 |
189,651 |
PDEC, SCHX, PJAN, KJAN
|
13F-HR
|
7/18/2023 |
000195175723000384 |
|
Q1 2023
|
63 |
171,269 |
PDEC, SCHX, PJAN, VTI
|
13F-HR
|
4/20/2023 |
000195175723000188 |
|
Q4 2022
|
66 |
174,398 |
VTI, SCHX, INNOVATOR DEFINED WEALTH SHIELD ETF, SCHG
|
13F-HR
|
1/19/2023 |
000195175723000014 |
|
Q3 2022
|
65 |
178,468 |
SCHX, AZBJ, UJAN, VTI
|
13F-HR
|
10/20/2022 |
000172029222000006 |
|
Q2 2022
|
66 |
184,149 |
SCHX, AZBJ, VTI, VCSH
|
13F-HR
|
7/14/2022 |
000172029222000005 |
|
Q1 2022
|
62 |
192,367 |
PJAN, SCHX, KJAN, VTI
|
13F-HR
|
5/9/2022 |
000172029222000004 |
|
Q4 2021
|
62 |
184,878 |
PJAN, KJAN, SCHX, VTI
|
13F-HR
|
1/19/2022 |
000172029222000002 |
|
Q3 2021
|
53 |
169,914 |
AZBL, VTI, VTV, VCSH
|
13F-HR
|
11/9/2021 |
000172029221000005 |
|
Q2 2021
|
49 |
161,091 |
VTI, AZBL, VTV, VCSH
|
13F-HR
|
7/22/2021 |
000172029221000004 |
|
Q1 2021
|
42 |
149,844 |
VTI, PJAN, VCSH, VGSH
|
13F-HR
|
4/26/2021 |
000172029221000003 |
|
Q4 2020
|
39 |
130,750 |
VTI, VCSH, PJAN, VGSH
|
13F-HR
|
4/26/2021 |
000172029221000002 |