|
Q3 2024
|
391 |
1,385,779 |
SCHD, JBND, SCHX, PJFG
|
13F-HR
|
11/12/2024 |
000117266124004557 |
|
Q2 2024
|
363 |
1,254,913 |
SCHD, JBND, PJFG, SCHX
|
13F-HR
|
8/14/2024 |
000117266124003393 |
|
Q1 2024
|
361 |
1,214,221 |
SCHX, JBND, SCHD, PJFG
|
13F-HR
|
4/16/2024 |
000117266124001863 |
|
Q4 2023
|
305 |
965,378 |
PGIM ETF TR, JAGG, HCRB, SCHX
|
13F-HR
|
2/7/2024 |
000117266124000504 |
|
Q3 2023
|
277 |
870,691 |
JAGG, HCRB, PGIM ETF TR, SCHX
|
13F-HR
|
11/3/2023 |
000117266123003599 |
|
Q2 2023
|
288 |
881,715 |
JAGG, HCRB, PGIM ETF TR, AAPL
|
13F-HR
|
8/10/2023 |
000117266123002852 |
|
Q1 2023
|
268 |
831,085 |
HCRB, JAGG, PGIM ETF TR, AAPL
|
13F-HR
|
4/24/2023 |
000117266123001757 |
|
Q4 2022
|
260 |
758,084 |
JAGG, HCRB, SCHX, LMBS
|
13F-HR
|
1/30/2023 |
000117266123000352 |
|
Q3 2022
|
233 |
680,968 |
JAGG, HCRB, SCHX, FPE
|
13F-HR
|
10/27/2022 |
000160658722002019 |
|
Q2 2022
|
242 |
684,489 |
HCRB, JAGG, SCHX, FPE
|
13F-HR
|
8/8/2022 |
000160658722001657 |
|
Q1 2022
|
269 |
787,028 |
HCRB, JAGG, SCHX, AAPL
|
13F-HR
|
5/9/2022 |
000160658722001032 |
|
Q4 2021
|
255 |
754,879 |
JAGG, SCHX, AAPL, HCRB
|
13F-HR
|
1/26/2022 |
000160658722000128 |
|
Q3 2021
|
208 |
554,764 |
JAGG, HCRB, SCHX, FBT
|
13F-HR
|
10/28/2021 |
000108514621002922 |
|
Q2 2021
|
203 |
552,986 |
JAGG, HCRB, SCHX, FBT
|
13F-HR
|
7/29/2021 |
000108514621002155 |
|
Q1 2021
|
193 |
459,245 |
HCRB, SCHX, CHRW, FBT
|
13F-HR
|
5/12/2021 |
000108514621001588 |
|
Q4 2020
|
203 |
572,525 |
JAGG, TIP, CHRW, FBT
|
13F-HR
|
2/2/2021 |
000108514621000382 |