|
Q2 2026
|
846 |
1,183,472 |
AQE Core ETF, VGSH, VYM, VTI
|
13F-HR
|
7/7/2026 |
000199768526000010 |
|
Q1 2026
|
844 |
1,134,649 |
AQE Core ETF, VGSH, VYM, VTI
|
13F-HR
|
4/8/2026 |
000199768526000005 |
|
Q4 2025
|
431 |
980,757 |
AQE Core ETF, VTI, VYM, VEA
|
13F-HR
|
1/30/2026 |
000199768526000002 |
|
Q3 2025
|
585 |
555,676 |
VTI, VYM, VEA, VIG
|
13F-HR
|
10/28/2025 |
000199768525000015 |
|
Q2 2025
|
700 |
512,388 |
VYM, VTI, VEA, VIG
|
13F-HR
|
7/8/2025 |
000199768525000008 |
|
Q1 2025
|
615 |
471,742 |
VYM, VTI, VEA, VIG
|
13F-HR
|
4/28/2025 |
000199768525000005 |
|
Q4 2024
|
551 |
476,500 |
VTI, VYM, VEA, VIG
|
13F-HR
|
1/29/2025 |
000138984825000004 |
|
Q3 2024
|
554 |
459,126 |
VYM, VEA, VTI, VIG
|
13F-HR
|
10/29/2024 |
000199768524000008 |
|
Q2 2024
|
534 |
425,412 |
VYM, VEA, VTI, VIG
|
13F-HR
|
8/6/2024 |
000138984824000014 |
|
Q1 2024
|
494 |
389,202 |
VYM, VEA, VIG, VYMI
|
13F-HR
|
4/16/2024 |
000138984824000007 |
|
Q4 2023
|
910 |
356,830 |
VYM, VEA, VIG, VYMI
|
13F-HR
|
1/24/2024 |
000199768524000002 |
|
Q3 2023
|
323 |
243,562 |
IBTD, VYM, VEA, IJR
|
13F-HR
|
10/24/2023 |
000199768523000005 |