|
Q2 2025
|
1,154 |
1,270,801 |
SWP GROWTH & INCOME ETF, MSFT, MBB, AAPL
|
13F-HR
|
8/11/2025 |
000172077725000004 |
|
Q4 2024
|
315 |
1,207,804 |
SWP GROWTH & INCOME ETF, MSFT, MBB, AAPL
|
13F-HR
|
2/14/2025 |
000172077725000001 |
|
Q3 2024
|
294 |
1,040,194 |
MANAGER DIRECTED PORTFOLIOS, MBB, SPSB, MSFT
|
13F-HR
|
10/8/2024 |
000172077724000007 |
|
Q2 2024
|
289 |
957,591 |
DGRO, SPYG, MBB, MSFT
|
13F-HR
|
10/8/2024 |
000172077724000006 |
|
Q1 2024
|
278 |
911,467 |
DGRO, SPYG, MBB, MSFT
|
13F-HR
|
5/20/2024 |
000172077724000004 |
|
Q4 2023
|
275 |
811,365 |
DGRO, MBB, SPYG, SPSB
|
13F-HR
|
5/20/2024 |
000172077724000005 |
|
Q3 2023
|
284 |
759,390 |
DGRO, MBB, SPYG, SPSB
|
13F-HR
|
5/20/2024 |
000172077724000002 |
|
Q2 2023
|
285 |
773,092 |
TIME, DGRO, MBB, SPSB
|
13F-HR
|
5/20/2024 |
000172077724000001 |
|
Q1 2023
|
258 |
651,899 |
TIME, DGRO, MBB, BIL
|
13F-HR
|
4/24/2023 |
000172077723000001 |
|
Q4 2022
|
262 |
538,325 |
TIME, DGRO, MBB, SPSB
|
13F-HR
|
4/24/2023 |
000172077723000002 |
|
Q3 2022
|
270 |
471,336 |
DGRO, SPSB, SPY, RSP
|
13F-HR
|
4/24/2023 |
000172077723000003 |
|
Q2 2022
|
245 |
463,133 |
SPSB, DGRO, SPY, GLD
|
13F-HR
|
8/22/2022 |
000172077722000003 |
|
Q1 2022
|
252 |
512,321 |
SPSB, DGRO, SPY, GLD
|
13F-HR
|
5/19/2022 |
000172077722000002 |
|
Q4 2021
|
281 |
527,542 |
DGRO, SPY, IWF, AAPL
|
13F-HR
|
2/11/2022 |
000172077722000001 |
|
Q3 2021
|
229 |
340,544 |
DGRO, SPY, IWF, GLD
|
13F-HR
|
11/12/2021 |
000172077721000004 |
|
Q2 2021
|
280 |
306,496 |
DGRO, SPY, IWF, GLD
|
13F-HR
|
8/24/2021 |
000172077721000003 |
|
Q1 2021
|
189 |
250,619 |
DGRO, SPY, IWF, LQD
|
13F-HR
|
5/24/2021 |
000172077721000002 |
|
Q4 2020
|
179 |
238,375 |
DGRO, SPY, IWF, GLD
|
13F-HR
|
2/18/2021 |
000172077721000001 |
|
Q3 2020
|
153 |
197,829 |
DGRO, IWF, LQD, IEF
|
13F-HR
|
11/10/2020 |
000172077720000004 |
|
Q2 2020
|
133 |
193,507 |
DGRO, SHY, IWF, MBB
|
13F-HR
|
8/11/2020 |
000172077720000003 |
|
Q1 2020
|
135 |
191,956 |
DGRO, VTI, SPLG, MBB
|
13F-HR
|
5/7/2020 |
000172077720000002 |
|
Q4 2019
|
136 |
192,198 |
DGRO, VTI, SPLG, MBB
|
13F-HR
|
1/30/2020 |
000172077720000001 |
|
Q3 2019
|
985 |
19,452,756 |
DGRO, SHV, IVV, STIP
|
13F-HR
|
10/28/2019 |
000172077719000004 |
|
Q2 2019
|
971 |
207,174 |
DGRO, VTI, SHV, SPLG
|
13F-HR
|
8/6/2019 |
000172077719000003 |
|
Q1 2019
|
936 |
217,849 |
DGRO, SPLG, BIL, SHV
|
13F-HR
|
5/14/2019 |
000172077719000002 |
|
Q4 2018
|
726 |
198,192 |
DGRO, SPTS, BIL, FLRN
|
13F-HR
|
1/24/2019 |
000172077719000001 |
|
Q3 2018
|
661 |
187,558 |
DGRO, AAPL, SPYG, FLRN
|
13F-HR
|
12/6/2018 |
000172077718000004 |
|
Q2 2018
|
768 |
172,634 |
DGRO, FLOT, AAPL, MINT
|
13F-HR
|
9/4/2018 |
000172077718000003 |
|
Q1 2018
|
816 |
193,903 |
DGRO, AAPL, FLOT, FLRN
|
13F-HR
|
7/13/2018 |
000172077718000002 |
|
Q4 2017
|
748 |
180,187 |
VIG, IVV, AAPL, VWO
|
13F-HR
|
4/16/2018 |
000172077718000001 |