|
Q2 2025
|
241 |
397,143 |
VTI, VUG, ITOT, AAPL
|
13F-HR
|
8/5/2025 |
000180366225000006 |
|
Q1 2025
|
226 |
368,056 |
MINT, VTI, TFLO, USMV
|
13F-HR
|
5/13/2025 |
000180366225000005 |
|
Q4 2024
|
230 |
386,427 |
BROADCOM INC, AAPL, VUG, VTI
|
NEW HOLDINGS
|
5/13/2025 |
000180366225000004 |
|
Q4 2024
|
142 |
200,113 |
VUG, ITOT, SCHD, QUAL
|
13F-HR
|
1/24/2025 |
000180366225000001 |
|
Q3 2024
|
140 |
199,953 |
VUG, ITOT, SCHD, VTV
|
13F-HR
|
10/30/2024 |
000180366224000006 |
|
Q2 2024
|
121 |
178,639 |
VUG, QUAL, VTV, SCHD
|
RESTATEMENT
|
10/30/2024 |
000180366224000005 |
|
Q1 2024
|
92 |
119,566 |
QUAL, DFAX, TFLO, JMOM
|
13F-HR
|
5/2/2024 |
000180366224000002 |
|
Q4 2023
|
92 |
137,059 |
AAPL, QUAL, AVUS, DFAX
|
13F-HR
|
2/2/2024 |
000180366224000001 |
|
Q3 2023
|
65 |
104,284 |
MINT, TFLO, QUAL, PTLC
|
RESTATEMENT
|
11/3/2023 |
000180366223000004 |
|
Q2 2023
|
123 |
199,431 |
BLACKSTONE SECD LENDING FD, VTV, VUG, DFAX
|
13F-HR
|
8/8/2023 |
000198604223000008 |
|
Q1 2023
|
147 |
194,244 |
TFLO, BLACKSTONE SECD LENDING FD COMMON STOCK, VUG, DFAX
|
13F-HR
|
5/15/2023 |
000180366223000002 |
|
Q4 2022
|
139 |
150,452 |
TFLO, MINT, BLACKSTONE SECD LENDING FD COMMON STOCK, SCHD
|
13F-HR
|
2/13/2023 |
000180366223000001 |
|
Q3 2022
|
125 |
118,220 |
TFLO, AGG, AAPL, BLACKSTONE SECD LENDING FD COMMON STOCK
|
13F-HR
|
11/14/2022 |
000180366222000005 |
|
Q2 2022
|
126 |
110,029 |
AGG, AAPL, BLACKSTONE SECD LENDING FD COMMON STOCK, CIZN
|
13F-HR
|
8/15/2022 |
000180366222000004 |
|
Q1 2022
|
199 |
254,922 |
AMZN, AVUS, AAPL, VLUE
|
13F-HR
|
5/16/2022 |
000180366222000003 |
|
Q4 2021
|
217 |
341,142 |
IJR, AMZN, QUAL, AGG
|
13F-HR
|
1/26/2022 |
000180366222000001 |
|
Q3 2021
|
190 |
286,717 |
AMZN, MTUM, QUAL, IJR
|
13F-HR
|
11/10/2021 |
000180366221000005 |
|
Q2 2021
|
146 |
226,013 |
QUAL, MTUM, AVDE, VB
|
13F-HR
|
7/29/2021 |
000180366221000004 |
|
Q1 2021
|
78 |
50,556 |
VOO, IVV, AMZN, HD
|
13F-HR
|
5/14/2021 |
000180366221000003 |
|
Q4 2020
|
119 |
154,866 |
MTUM, VUG, AGG, IJR
|
13F-HR
|
1/29/2021 |
000177603321000003 |
|
Q3 2020
|
107 |
127,038 |
MTUM, AGG, VUG, USMV
|
RESTATEMENT
|
11/2/2020 |
000180366220000005 |
|
Q2 2020
|
96 |
77,855 |
AGG, MTUM, CIZN, QUAL
|
13F-HR
|
7/30/2020 |
000180366220000003 |
|
Q1 2020
|
84 |
51,622 |
AGG, CIZN, EGP, AAPL
|
13F-HR
|
4/14/2020 |
000180366220000002 |
|
Q4 2019
|
98 |
104,760 |
IEUR, AGG, IJR, MTUM
|
13F-HR
|
3/31/2020 |
000180366220000001 |