|
Q3 2025
|
75 |
224,835 |
AVLV, DUHP, DFIV, PYLD
|
13F-HR
|
10/15/2025 |
000208585325000105 |
|
Q2 2025
|
72 |
207,358 |
AVLV, DUHP, PYLD, JPIE
|
13F-HR
|
7/10/2025 |
000166773125000770 |
|
Q1 2025
|
72 |
192,627 |
AVLV, DUHP, PYLD, JPIE
|
13F-HR
|
5/2/2025 |
000166773125000577 |
|
Q4 2024
|
68 |
206,233 |
AVLV, DUHP, PYLD, DFIV
|
13F-HR
|
1/22/2025 |
000166773125000085 |
|
Q3 2024
|
70 |
200,179 |
AVLV, DUHP, PYLD, DFIV
|
13F-HR
|
10/18/2024 |
000190809924000005 |
|
Q2 2024
|
69 |
195,502 |
AVLV, DUHP, DFIV, SSPY
|
13F-HR
|
7/16/2024 |
000190809924000003 |
|
Q1 2024
|
67 |
194,035 |
AVLV, DUHP, SSPY, DFIV
|
13F-HR
|
4/19/2024 |
000190809924000002 |
|
Q4 2023
|
64 |
183,452 |
AMERICAN CENTY ETF TR, SSPY, DUHP, DFIV
|
13F-HR
|
2/12/2024 |
000190809924000001 |
|
Q3 2023
|
60 |
154,607 |
SSPY, JPST, DFIV, AMERICAN CENTY ETF TR
|
13F-HR
|
11/14/2023 |
000190809923000004 |
|
Q2 2023
|
59 |
154,516 |
SSPY, JPST, DFIV, AMERICAN CENTY ETF TR
|
13F-HR
|
7/26/2023 |
000190809923000003 |
|
Q1 2023
|
59 |
142,714 |
SSPY, AMERICAN CENTY ETF TR, DFIV, JPST
|
13F-HR
|
4/20/2023 |
000190809923000002 |
|
Q4 2022
|
57 |
120,261 |
SSPY, AMERICAN CENTY ETF TR, DFIV, JPST
|
13F-HR
|
1/17/2023 |
000190809923000001 |
|
Q3 2022
|
52 |
98,490 |
SSPY, AMERICAN CENTY ETF TR, JPST, DFIV
|
13F-HR
|
11/3/2022 |
000190809922000004 |
|
Q2 2022
|
52 |
106,458 |
SSPY, JPST, AMERICAN CENTY ETF TR, DFIV
|
13F-HR
|
7/27/2022 |
000190809922000003 |
|
Q1 2022
|
57 |
130,640 |
SSPY, JPST, MTUM, SCHF
|
13F-HR
|
5/4/2022 |
000190809922000002 |
|
Q4 2021
|
56 |
132,920 |
SSPY, MTUM, JPST, SCHF
|
13F-HR
|
2/3/2022 |
000190809922000001 |