|
Q3 2025
|
264 |
393,064 |
ELEVATION SERIES TRUST, TFLO, QUAL, JAAA
|
13F-HR
|
11/12/2025 |
000178005525000005 |
|
Q2 2025
|
246 |
361,549 |
ELEVATION SERIES TRUST, TFLO, QUAL, JAAA
|
13F-HR
|
8/11/2025 |
000178005525000004 |
|
Q1 2025
|
222 |
332,013 |
TFLO, DIVZ, QUAL, JAAA
|
13F-HR
|
4/28/2025 |
000178005525000003 |
|
Q4 2024
|
220 |
325,112 |
TFLO, DIVZ, QUAL, JAAA
|
13F-HR
|
1/7/2025 |
000178005525000001 |
|
Q3 2024
|
223 |
314,698 |
DIVZ, QUAL, TFLO, JAAA
|
13F-HR
|
11/14/2024 |
000178005524000007 |
|
Q2 2024
|
205 |
286,578 |
QUAL, DIVZ, TFLO, JAAA
|
13F-HR
|
7/12/2024 |
000178005524000004 |
|
Q1 2024
|
199 |
270,196 |
QUAL, DIVZ, TFLO, VTI
|
13F-HR
|
4/16/2024 |
000178005524000003 |
|
Q4 2023
|
195 |
245,983 |
DIVZ, QUAL, TFLO, AAPL
|
13F-HR
|
1/22/2024 |
000178005524000001 |
|
Q3 2023
|
187 |
221,372 |
DIVZ, QUAL, TFLO, SHV
|
13F-HR
|
10/13/2023 |
000178005523000005 |
|
Q2 2023
|
184 |
226,584 |
DIVZ, QUAL, TFLO, SHV
|
13F-HR
|
7/19/2023 |
000178005523000004 |
|
Q1 2023
|
180 |
218,326 |
DIVZ, QUAL, TFLO, SHV
|
13F-HR
|
4/11/2023 |
000178005523000003 |
|
Q4 2022
|
177 |
195,980 |
DIVZ, QUAL, SHV, AOM
|
13F-HR
|
1/9/2023 |
000178005523000002 |
|
Q3 2022
|
167 |
174,207 |
QUAL, DIVZ, AOM, AOK
|
13F-HR
|
10/3/2022 |
000178005522000004 |
|
Q2 2022
|
166 |
178,842 |
QUAL, DIVZ, AOK, VTI
|
13F-HR
|
7/19/2022 |
000178005522000003 |
|
Q1 2022
|
169 |
206,184 |
QUAL, DIVZ, VTI, AOK
|
13F-HR
|
5/6/2022 |
000178005522000002 |
|
Q4 2021
|
167 |
207,690 |
QUAL, DIVZ, AOK, VIG
|
13F-HR
|
1/31/2022 |
000178005522000001 |
|
Q3 2021
|
148 |
184,100 |
QUAL, DIVZ, AOK, AOM
|
13F-HR
|
10/28/2021 |
000178005521000005 |
|
Q2 2021
|
144 |
177,513 |
QUAL, DIVZ, AOK, AOM
|
13F-HR
|
7/6/2021 |
000178005521000003 |
|
Q1 2021
|
137 |
162,827 |
QUAL, AOK, AOM, VIG
|
13F-HR
|
4/6/2021 |
000178005521000002 |
|
Q4 2020
|
135 |
160,375 |
AOK, QUAL, USMV, AOM
|
13F-HR
|
1/29/2021 |
000178005521000001 |
|
Q3 2020
|
1,030 |
173,677 |
AOK, QUAL, USMV, AOM
|
13F-HR
|
10/28/2020 |
000178005520000005 |
|
Q2 2020
|
1,006 |
171,820 |
AOK, QUAL, USMV, AOM
|
13F-HR
|
7/24/2020 |
000178005520000004 |
|
Q1 2020
|
926 |
153,208 |
AOK, USMV, QUAL, AOM
|
13F-HR
|
4/28/2020 |
000178005520000002 |
|
Q4 2019
|
884 |
186,829 |
SHY, AOK, USMV, QUAL
|
13F-HR
|
1/31/2020 |
000178005520000001 |
|
Q3 2019
|
866 |
188,835 |
SHY, AOK, USMV, QUAL
|
13F-HR
|
11/22/2019 |
000178005519000004 |
|
Q2 2019
|
854 |
183,409 |
SHY, AOK, USMV, QUAL
|
13F-HR
|
8/5/2019 |
000178005519000002 |
|
Q1 2019
|
1,532 |
354,488 |
PIMCO INCOME FUND INSTITUTIONAL FUND, SHY, PERFORMANCE TRUST STRATEGIC BOND FD, AOK
|
13F-HR
|
6/19/2019 |
000138713119004509 |