|
Q1 2026
|
114 |
202,065 |
BLACKROCK ETF TRUST, BIL, SGOV, JPST
|
13F-HR
|
4/16/2026 |
000195175726000622 |
|
Q4 2025
|
113 |
194,405 |
BIL, SGOV, JPST, DYNF
|
13F-HR
|
2/10/2026 |
000195175726000414 |
|
Q3 2025
|
105 |
177,159 |
SGOV, JPST, DYNF, BLACKROCK ETF TRUST
|
13F-HR
|
11/13/2025 |
000195175725001413 |
|
Q2 2025
|
95 |
154,615 |
SGOV, JPST, QUAL, EFV
|
13F-HR
|
7/15/2025 |
000195175725000836 |
|
Q1 2025
|
64 |
120,135 |
SPLG, IVW, QUAL, DYNF
|
13F-HR
|
4/22/2025 |
000195175725000398 |
|
Q4 2024
|
61 |
115,238 |
SPLG, IVW, DYNF, QUAL
|
13F-HR
|
1/22/2025 |
000195175725000096 |
|
Q3 2024
|
56 |
104,037 |
SPLG, IVW, QUAL, DYNF
|
13F-HR
|
11/8/2024 |
000195175724001186 |
|
Q2 2024
|
54 |
103,644 |
SPLG, IUSB, IVW, BIL
|
13F-HR
|
7/18/2024 |
000195175724000528 |
|
Q4 2023
|
50 |
70,600 |
SPLG, QUAL, EFV, ESGU
|
13F-HR
|
1/18/2024 |
000195175724000074 |
|
Q3 2023
|
44 |
63,412 |
SPLG, EFV, QUAL, EFG
|
13F-HR
|
10/24/2023 |
000195175723000603 |
|
Q2 2023
|
41 |
66,768 |
SPLG, QUAL, ESGU, EFG
|
13F-HR
|
7/24/2023 |
000195175723000419 |
|
Q1 2023
|
37 |
61,588 |
SPLG, QUAL, ESGU, EFG
|
13F-HR
|
4/18/2023 |
000195175723000179 |
|
Q4 2022
|
41 |
73,267 |
SPLG, VTI, ESGU, SH
|
13F-HR
|
1/19/2023 |
000195175723000033 |
|
Q3 2022
|
57 |
98,930 |
SPLG, UNITED STATES TREASURY NOTES NOTE, ESGU, UNITED STATES TREASURY BILLS BILL
|
13F-HR
|
10/17/2022 |
000172539422000004 |
|
Q2 2022
|
42 |
95,922 |
SPLG, ESGU, VGSH, BIL
|
13F-HR
|
7/14/2022 |
000172539422000003 |
|
Q1 2022
|
43 |
109,398 |
SPLG, ESGU, VGSH, BIL
|
13F-HR
|
4/18/2022 |
000172539422000002 |
|
Q4 2021
|
51 |
109,986 |
ESGU, SPLG, VGSH, BIL
|
13F-HR
|
1/18/2022 |
000172539422000001 |
|
Q3 2021
|
46 |
102,053 |
ESGU, SPLG, VGSH, BIL
|
13F-HR
|
10/13/2021 |
000172539421000004 |
|
Q2 2021
|
46 |
104,043 |
ESGU, GOVT, VGSH, SPLG
|
13F-HR
|
7/19/2021 |
000172539421000003 |
|
Q1 2021
|
46 |
97,327 |
ESGU, GOVT, VGSH, BIL
|
13F-HR
|
4/26/2021 |
000172539421000002 |
|
Q4 2020
|
42 |
93,031 |
ESGU, VGSH, BIL, SPTS
|
13F-HR
|
2/2/2021 |
000172539421000001 |