|
Q2 2026
|
|
|
Reported by Spire Wealth Management
|
13F-NT |
7/15/2026 |
000179958126000003 |
|
Q1 2026
|
|
|
Reported by Spire Wealth Management
|
13F-NT |
4/22/2026 |
000179958126000002 |
|
Q4 2025
|
|
|
Reported by Spire Wealth Management
|
13F-NT |
1/14/2026 |
000179958126000001 |
|
Q3 2025
|
|
|
Reported by Spire Wealth Management
|
13F-NT |
10/23/2025 |
000179958125000005 |
|
Q2 2025
|
|
|
Reported by Spire Wealth Management
|
13F-NT |
8/4/2025 |
000179958125000004 |
|
Q2 2024
|
|
|
Reported by Spire Wealth Management
|
13F-NT |
7/25/2024 |
000179958124000003 |
|
Q1 2024
|
|
|
Reported by Spire Wealth Management
|
13F-NT |
4/23/2024 |
000179958124000002 |
|
Q4 2023
|
|
|
Reported by Spire Wealth Management
|
13F-NT |
1/23/2024 |
000179958124000001 |
|
Q2 2022
|
87 |
58,424 |
SHV, VOO, AGG, IVV
|
13F-HR
|
8/10/2022 |
000179958122000004 |
|
Q1 2022
|
93 |
77,712 |
OPPX, IVV, VGT, AGG
|
13F-HR
|
5/10/2022 |
000179958122000003 |
|
Q4 2021
|
96 |
58,295 |
IVV, VGT, AGG, FBND
|
13F-HR
|
2/4/2022 |
000179958122000001 |
|
Q3 2021
|
97 |
57,700 |
AGG, IVV, VGT, FIXD
|
13F-HR
|
11/5/2021 |
000179958121000004 |
|
Q2 2021
|
101 |
56,617 |
AGG, IVV, GTO, HTRB
|
13F-HR
|
7/27/2021 |
000179958121000003 |
|
Q1 2021
|
99 |
67,234 |
IVV, AGG, GTO, FBND
|
13F-HR
|
4/26/2021 |
000179958121000002 |
|
Q4 2020
|
108 |
109,870 |
IVV, AGG, HTRB, GTO
|
13F-HR
|
2/5/2021 |
000179958121000001 |
|
Q3 2020
|
120 |
105,228 |
AGG, IVV, VGT, IJH
|
13F-HR
|
10/29/2020 |
000179958120000010 |
|
Q2 2020
|
116 |
104,234 |
AGG, IVV, IJH, IVE
|
13F-HR
|
7/23/2020 |
000179958120000009 |
|
Q1 2020
|
66 |
70,229 |
AGG, IVV, IVE, IJH
|
13F-HR
|
4/22/2020 |
000179958120000008 |
|
Q4 2019
|
112 |
101,689 |
IVV, AGG, LQD, BSV
|
13F-HR
|
2/11/2020 |
000179958120000007 |