|
Q4 2023
|
217 |
782,432 |
IVV, IUSB, SCHG, QQQ
|
13F-HR
|
2/7/2024 |
000186758724000001 |
|
Q3 2023
|
191 |
691,835 |
IVV, JPST, BIL, SHY
|
13F-HR
|
11/21/2023 |
000186758723000005 |
|
Q2 2023
|
181 |
691,547 |
IVV, JPST, EFV, BIL
|
13F-HR
|
7/28/2023 |
000186758723000003 |
|
Q1 2023
|
162 |
645,867 |
IVV, EFV, JPST, HYG
|
13F-HR
|
4/28/2023 |
000186758723000002 |
|
Q4 2022
|
165 |
642,630 |
JPST, EFV, IVV, EMB
|
13F-HR
|
2/1/2023 |
000186758723000001 |
|
Q3 2022
|
171 |
583,450 |
BIL, IVV, SHY, VTV
|
13F-HR
|
11/23/2022 |
000186758722000005 |
|
Q2 2022
|
182 |
645,992 |
IVV, BIL, SPINNAKER ETF SERIES, VTV
|
13F-HR
|
8/11/2022 |
000186758722000004 |
|
Q1 2022
|
187 |
607,929 |
IVV, SPINNAKER ETF SERIES, BIL, VTV
|
13F-HR
|
5/12/2022 |
000186758722000002 |
|
Q4 2021
|
181 |
638,931 |
IVV, SPINNAKER ETF SERIES, EFV, BIL
|
13F-HR
|
2/24/2022 |
000186758722000001 |
|
Q3 2021
|
200 |
632,710 |
IVV, IJR, SCHG, HYG
|
13F-HR
|
11/10/2021 |
000186758721000018 |
|
Q2 2021
|
198 |
610,415 |
IVV, SCHG, TIP, HYG
|
13F-HR
|
7/19/2021 |
000186758721000017 |
|
Q1 2021
|
201 |
578,195 |
VTV, SCHG, IJR, HYG
|
13F-HR
|
6/23/2021 |
000186758721000016 |
|
Q4 2020
|
163 |
550,664 |
LQD, HYG, EMB, SCHG
|
13F-HR
|
6/23/2021 |
000186758721000015 |
|
Q3 2020
|
152 |
429,316 |
IEF, IVV, TLT, SCHG
|
13F-HR
|
6/23/2021 |
000186758721000014 |
|
Q2 2020
|
148 |
336,872 |
IEF, IVV, TLT, TIP
|
13F-HR
|
6/23/2021 |
000186758721000013 |
|
Q1 2020
|
106 |
241,344 |
IVV, SCHG, TLT, SCHR
|
13F-HR
|
6/23/2021 |
000186758721000012 |
|
Q4 2019
|
93 |
266,379 |
SCHH, IVV, SCHG, SCHF
|
13F-HR
|
6/23/2021 |
000186758721000011 |
|
Q3 2019
|
82 |
222,105 |
SCHH, SCHG, IEI, SCHR
|
13F-HR
|
6/23/2021 |
000186758721000010 |
|
Q2 2019
|
66 |
194,747 |
SCHH, SCHG, SCHR, SCHV
|
13F-HR
|
6/23/2021 |
000186758721000009 |
|
Q1 2019
|
78 |
199,415 |
SCHH, SCHG, SLYG, SCHR
|
13F-HR
|
6/23/2021 |
000186758721000008 |
|
Q4 2018
|
49 |
177,812 |
SCHO, SCHH, SCHG, SLYG
|
13F-HR
|
6/23/2021 |
000186758721000007 |
|
Q3 2018
|
51 |
196,219 |
SCHG, SLYG, SCHF, SCHV
|
13F-HR
|
6/23/2021 |
000186758721000006 |
|
Q2 2018
|
46 |
171,405 |
SCHG, SLYG, SLYV, SCHF
|
13F-HR
|
6/23/2021 |
000186758721000005 |
|
Q1 2018
|
43 |
155,618 |
SCHG, SLYG, SCHV, SCHF
|
13F-HR
|
6/23/2021 |
000186758721000004 |
|
Q4 2017
|
38 |
135,927 |
SCHG, SLYV, SCHV, SLYG
|
13F-HR
|
6/23/2021 |
000186758721000003 |
|
Q3 2017
|
32 |
114,244 |
SLYV, SCHG, SLYG, SCHV
|
13F-HR
|
6/23/2021 |
000186758721000002 |
|
Q2 2017
|
26 |
70,248 |
SLYV, SCHG, SLYG, SCHV
|
13F-HR
|
6/23/2021 |
000186758721000001 |