|
Q2 2025
|
113 |
197,638 |
IBIT, FBTC, IVV, CALAMOS ETF TR
|
13F-HR
|
8/11/2025 |
000180222525000006 |
|
Q1 2025
|
107 |
167,283 |
IBIT, IVV, CALAMOS ETF TR, IUSB
|
13F-HR
|
5/14/2025 |
000180222525000002 |
|
Q4 2024
|
91 |
157,852 |
IBIT, IVV, IUSB, IVW
|
13F-HR
|
1/30/2025 |
000180222525000001 |
|
Q3 2024
|
90 |
130,560 |
IVV, IUSB, IBIT, DFAC
|
13F-HR
|
11/14/2024 |
000180222524000005 |
|
Q2 2024
|
88 |
125,079 |
IVV, IUSB, IBIT, DFAC
|
13F-HR
|
8/13/2024 |
000180222524000003 |
|
Q1 2024
|
91 |
115,536 |
IVV, IUSB, DFAC, DCOR
|
13F-HR
|
5/14/2024 |
000180222524000002 |
|
Q4 2023
|
79 |
98,202 |
IVV, IUSB, DIMENSIONAL ETF TRUST, DFAC
|
13F-HR
|
2/13/2024 |
000180222524000001 |
|
Q3 2023
|
79 |
92,461 |
IVV, DFAC, IUSB, EFV
|
13F-HR
|
11/13/2023 |
000180222523000004 |
|
Q2 2023
|
77 |
106,694 |
IUSB, IVV, DFAC, MBB
|
13F-HR
|
8/11/2023 |
000180222523000003 |
|
Q1 2023
|
73 |
100,616 |
IUSB, IVV, ESGU, MBB
|
13F-HR
|
5/15/2023 |
000180222523000002 |
|
Q4 2022
|
66 |
86,890 |
IVV, IUSB, ESGU, GOVT
|
13F-HR
|
2/10/2023 |
000180222523000001 |
|
Q3 2022
|
69 |
92,447 |
IVV, GOVT, ESGU, IUSB
|
13F-HR
|
11/14/2022 |
000180222522000004 |
|
Q2 2022
|
62 |
98,808 |
GOVT, ESGU, SCHJ, SPLG
|
13F-HR
|
8/15/2022 |
000180222522000003 |
|
Q1 2022
|
59 |
112,693 |
GOVT, ESGU, SCHJ, SPLG
|
13F-HR
|
5/16/2022 |
000180222522000002 |
|
Q4 2021
|
58 |
115,760 |
GOVT, ESGU, SCHJ, SPLG
|
13F-HR
|
2/11/2022 |
000180222522000001 |
|
Q3 2021
|
58 |
103,909 |
ESGU, GOVT, SPLG, SCHJ
|
13F-HR
|
11/12/2021 |
000180222521000004 |
|
Q2 2021
|
60 |
102,133 |
GOVT, SCHJ, MBB, ESGU
|
13F-HR
|
8/13/2021 |
000180222521000003 |
|
Q1 2021
|
58 |
93,703 |
GOVT, SCHJ, MBB, ESGU
|
13F-HR
|
5/7/2021 |
000180222521000002 |
|
Q4 2020
|
48 |
117,046 |
GOVT, IGSB, SPIB, ESGU
|
13F-HR
|
2/4/2021 |
000180222521000001 |
|
Q3 2020
|
53 |
103,943 |
GOVT, NEAR, IVV, IGIB
|
13F-HR
|
11/5/2020 |
000180222520000004 |
|
Q2 2020
|
50 |
96,435 |
GOVT, NEAR, IGIB, IVV
|
13F-HR
|
7/8/2020 |
000180222520000003 |
|
Q1 2020
|
42 |
83,270 |
GOVT, NEAR, IVV, IGIB
|
13F-HR
|
5/5/2020 |
000180222520000002 |
|
Q4 2019
|
47 |
98,648 |
GOVT, NEAR, IVV, ITOT
|
13F-HR
|
2/12/2020 |
000180222520000001 |