|
Q1 2026
|
74 |
354,974 |
DYNF, BLACKROCK ETF TRUST, IVW, EFV
|
13F-HR
|
5/6/2026 |
000175760526000002 |
|
Q4 2025
|
77 |
346,807 |
DYNF, IVW, BLCV, VOO
|
13F-HR
|
2/10/2026 |
000175760526000001 |
|
Q3 2025
|
74 |
294,586 |
DYNF, VOO, IVV, BLACKROCK ETF TRUST
|
13F-HR
|
11/6/2025 |
000175760525000002 |
|
Q2 2025
|
72 |
257,593 |
DYNF, VOO, BLACKROCK ETF TRUST, IVV
|
13F-HR
|
8/11/2025 |
000108514625004768 |
|
Q1 2025
|
65 |
214,138 |
VOO, DYNF, IVV, IVE
|
13F-HR
|
5/5/2025 |
000108514625002581 |
|
Q4 2024
|
62 |
212,881 |
IVV, VOO, DYNF, ONEQ
|
13F-HR
|
2/4/2025 |
000108514625000785 |
|
Q3 2024
|
60 |
199,775 |
IVV, VOO, EFA, IEMG
|
13F-HR
|
11/7/2024 |
000108514624005399 |
|
Q2 2024
|
52 |
166,975 |
IVV, VOO, EFA, ONEQ
|
13F-HR
|
7/25/2024 |
000108514624003241 |
|
Q1 2024
|
52 |
162,279 |
IVV, VOO, EFA, DGRO
|
13F-HR
|
5/6/2024 |
000108514624002290 |
|
Q4 2023
|
44 |
135,074 |
IVV, ONEQ, VOO, QUAL
|
13F-HR
|
2/7/2024 |
000108514624000817 |
|
Q3 2023
|
50 |
134,741 |
IVV, VOO, ONEQ, QUAL
|
13F-HR
|
2/4/2025 |
000108514625000744 |
|
Q2 2023
|
45 |
121,505 |
IVV, ONEQ, VOO, QUAL
|
13F-HR
|
7/26/2023 |
000108514623002924 |
|
Q1 2023
|
46 |
131,715 |
IVV, EFA, IJR, MINT
|
13F-HR
|
5/12/2023 |
000108514623002318 |
|
Q4 2022
|
48 |
124,980 |
EFA, IVV, DGRO, IJR
|
13F-HR
|
2/10/2023 |
000108514623001044 |
|
Q3 2022
|
49 |
115,704 |
IVV, IJR, MINT, DGRO
|
13F-HR
|
11/9/2022 |
000108514622003863 |
|
Q2 2022
|
49 |
127,014 |
MINT, EFV, IVV, VOO
|
13F-HR
|
8/10/2022 |
000108514622002939 |
|
Q1 2022
|
44 |
137,684 |
IVV, DGRO, IJR, EFV
|
13F-HR
|
5/10/2022 |
000108514622001967 |
|
Q4 2021
|
50 |
143,330 |
IVV, ONEQ, EFV, DGRO
|
13F-HR
|
2/10/2022 |
000108514622000762 |
|
Q3 2021
|
48 |
131,042 |
IVV, ONEQ, EFV, DGRO
|
13F-HR
|
11/2/2021 |
000108514621003001 |
|
Q2 2021
|
48 |
130,938 |
IVV, ONEQ, IJR, EFV
|
13F-HR
|
8/5/2021 |
000108514621002246 |
|
Q1 2021
|
44 |
119,670 |
IVV, IJR, DGRO, EFV
|
13F-HR
|
4/28/2021 |
000108514621001338 |
|
Q4 2020
|
48 |
108,070 |
IVV, IJR, IEMG, EFG
|
13F-HR
|
1/29/2021 |
000108514621000320 |