|
Q4 2025
|
79 |
210,541 |
IWM, TOUCHSTONE ETF TRUST, OAKM, BUSA
|
13F-HR
|
1/28/2026 |
000172803126000001 |
|
Q3 2025
|
77 |
204,891 |
IWM, TOUCHSTONE ETF TRUST, BUSA, OAKM
|
13F-HR
|
10/23/2025 |
000172803125000004 |
|
Q2 2025
|
73 |
177,159 |
IWM, TOUCHSTONE ETF TRUST, OAKM, BUSA
|
13F-HR
|
7/14/2025 |
000108514625003777 |
|
Q1 2025
|
72 |
147,762 |
IWM, TOUCHSTONE ETF TRUST, 2023 ETF SERIES TRUST, HARRIS OAKMARK ETF TRUST
|
13F-HR
|
5/1/2025 |
000108514625002528 |
|
Q4 2024
|
72 |
102,584 |
IWM, ITOT, DBMF, VEA
|
13F-HR
|
2/5/2025 |
000108514625000813 |
|
Q3 2019
|
25 |
66,830 |
SPY, IEF, STX, SYY
|
13F-HR
|
10/9/2019 |
000139834419017710 |
|
Q2 2019
|
23 |
61,060 |
SPY, LBRT, F, AES
|
13F-HR
|
8/5/2019 |
000139834419013428 |
|
Q1 2019
|
17 |
54,234 |
SPY, LBRT, AES, STX
|
13F-HR
|
5/1/2019 |
000139834419007493 |
|
Q4 2018
|
20 |
59,205 |
EFA, BND, VT, SCHF
|
13F-HR
|
1/30/2019 |
000139834419001466 |
|
Q3 2018
|
17 |
39,878 |
EFA, SYY, FE, HPQ
|
13F-HR
|
11/6/2018 |
000139834418015957 |
|
Q2 2018
|
20 |
49,814 |
SPY, EAT, SYY, FE
|
13F-HR
|
8/10/2018 |
000139834418011519 |
|
Q1 2018
|
16 |
40,562 |
SPY, AES, USB, FE
|
13F-HR
|
5/14/2018 |
000139834418007465 |
|
Q4 2017
|
28 |
50,651 |
SPY, IVV, SYY, IP
|
13F-HR
|
2/9/2018 |
000139834418001890 |