|
Q2 2025
|
11 |
117,485 |
IVV, VOO, VT, BKNG
|
13F-HR
|
8/7/2025 |
000110465925075170 |
|
Q1 2025
|
12 |
66,038 |
VT, VOO, BKNG, SPGI
|
13F-HR
|
5/8/2025 |
000110465925045961 |
|
Q4 2024
|
5 |
106,533 |
BND, VT, VOO, NKGN
|
13F-HR
|
2/5/2025 |
000110465925009415 |
|
Q3 2024
|
5 |
118,277 |
BND, VT, VOO, NKGN
|
13F-HR
|
10/16/2024 |
000110465924108980 |
|
Q2 2024
|
7 |
129,724 |
BND, VT, VOO, ABBV
|
13F-HR
|
7/15/2024 |
000110465924079734 |
|
Q1 2024
|
7 |
69,307 |
BND, VOO, VT, NKGN
|
13F-HR
|
4/15/2024 |
000110465924047074 |
|
Q4 2023
|
8 |
71,990 |
BND, VT, VOO, AMJ
|
13F-HR
|
3/14/2024 |
000110465924034465 |
|
Q3 2023
|
6 |
151,792 |
IEFA, BND, VOO, VT
|
13F-HR
|
3/14/2024 |
000110465924034464 |
|
Q2 2023
|
6 |
219,413 |
BND, IEFA, VOO, VT
|
13F-HR
|
3/14/2024 |
000110465924034462 |
|
Q1 2023
|
6 |
219,698 |
BND, IEFA, VOO, VT
|
13F-HR
|
3/14/2024 |
000110465924034461 |
|
Q4 2022
|
5 |
130,110 |
BND, VOO, VT, ATGE
|
13F-HR
|
3/14/2024 |
000110465924034459 |
|
Q3 2021
|
6 |
66,107 |
BND, VOO, VANGUARD EUROPEAN STOCK INDEX FUND INSTITUTIONAL SHARES, HAS
|
13F-HR
|
3/14/2024 |
000110465924034456 |
|
Q2 2021
|
5 |
63,416 |
BND, VOO, VANGUARD EUROPEAN STOCK INDEX FUND INSTITUTIONAL SHARES, HAS
|
13F-HR
|
3/14/2024 |
000110465924034454 |
|
Q1 2021
|
4 |
52,110 |
BND, VOO, HAS, ATGE
|
13F-HR
|
3/14/2024 |
000110465924034452 |
|
Q4 2020
|
4 |
46,211 |
BND, VOO, AAPL, ATGE
|
13F-HR
|
3/14/2024 |
000110465924034451 |
|
Q3 2020
|
2 |
11,504 |
VOO, ATGE
|
13F-HR
|
10/15/2020 |
000110465920115172 |
|
Q2 2020
|
3 |
12,294 |
VOO, HAS, ATGE
|
13F-HR
|
7/15/2020 |
000110465920083676 |
|
Q1 2020
|
2 |
9,010 |
VOO, ATGE
|
13F-HR
|
4/24/2020 |
000110465920050858 |
|
Q4 2019
|
4 |
34,748 |
IVV, IEFA, IEMG, ATGE
|
13F-HR
|
2/20/2020 |
000110465920023298 |
|
Q3 2019
|
4 |
94,147 |
IVV, IEFA, IEMG, ATGE
|
13F-HR
|
10/24/2019 |
000110465919056031 |
|
Q2 2019
|
4 |
103,629 |
IVV, IEFA, IEMG, ATGE
|
13F-HR
|
8/14/2019 |
000114420419040089 |
|
Q1 2019
|
4 |
101,397 |
IVV, IEFA, IEMG, ATGE
|
13F-HR
|
5/6/2019 |
000114420419023785 |
|
Q4 2018
|
4 |
163,979 |
IVV, IEFA, IEMG, ATGE
|
13F-HR
|
2/12/2019 |
000114420419006658 |
|
Q3 2018
|
4 |
189,881 |
IVV, IEFA, IEMG, ATGE
|
13F-HR
|
11/13/2018 |
000114420418059047 |
|
Q2 2018
|
4 |
213,410 |
IVV, IEFA, IEMG, ATGE
|
13F-HR
|
8/8/2018 |
000114420418042740 |
|
Q1 2018
|
6 |
388,107 |
IVV, IEFA, IEMG, TLT
|
13F-HR
|
4/11/2018 |
000114420418020036 |
|
Q4 2015
|
4 |
42,706 |
XLE, IWB, TLT, ATGE
|
13F-HR
|
2/11/2016 |
000114420416080617 |
|
Q3 2015
|
4 |
40,658 |
XLE, IWB, TLT, ATGE
|
13F-HR
|
11/16/2015 |
000114420415065850 |
|
Q2 2015
|
3 |
33,736 |
XLE, ATGE, SRSCQ
|
13F-HR
|
8/12/2015 |
000114420415048501 |
|
Q1 2015
|
2 |
34,809 |
XLE, ATGE
|
13F-HR
|
5/14/2015 |
000114420415030810 |
|
Q4 2014
|
4 |
3,476 |
ATGE, TWC, BMY, SANOFI CONTINGENT VALUE RIGHTS EXP DT 12-31-2020
|
13F-HR
|
2/13/2015 |
000114420415008918 |
|
Q3 2014
|
1 |
1,518 |
ATGE
|
13F-HR
|
11/13/2014 |
000114420414067455 |
|
Q2 2014
|
1 |
1,532 |
ATGE
|
13F-HR
|
8/14/2014 |
000114420414049820 |
|
Q1 2014
|
2 |
38,013 |
LQD, ATGE
|
13F-HR
|
5/15/2014 |
000114420414030902 |
|
Q4 2013
|
4 |
66,635 |
LQD, ATGE, BMY, SANOFI
|
13F-HR
|
2/13/2014 |
000114420414008142 |
|
Q3 2013
|
4 |
69,128 |
LQD, TLT, ATGE, SANOFI
|
13F-HR
|
2/14/2014 |
000114420414009651 |
|
Q2 2013
|
4 |
66,792 |
LQD, ATGE, TLT, SANOFI
|
13F-HR
|
2/14/2014 |
000114420414009643 |
|
Q1 2013
|
5 |
70,869 |
LQD, ATGE, TLT, IMAX
|
13F-HR
|
2/14/2014 |
000114420414009649 |
|
Q4 2012
|
9 |
269,434 |
LQD, VCLT, NTRS, ATGE
|
13F-HR
|
2/14/2014 |
000114420414009642 |