|
Q4 2023
|
639 |
2,694,900 |
IVV, AAPL, MBB, MSFT
|
13F-HR
|
2/14/2024 |
000095012324002360 |
|
Q3 2023
|
619 |
2,425,884 |
IVV, AAPL, MBB, MSFT
|
13F-HR
|
11/13/2023 |
000095012323010166 |
|
Q2 2023
|
622 |
2,543,419 |
AAPL, IVV, MBB, MSFT
|
RESTATEMENT
|
11/13/2023 |
000095012323010163 |
|
Q1 2023
|
634 |
2,492,492 |
AAPL, IVV, MBB, MSFT
|
RESTATEMENT
|
11/13/2023 |
000095012323010169 |
|
Q4 2022
|
619 |
2,590,622 |
IVV, AAPL, MBB, MSFT
|
RESTATEMENT
|
11/13/2023 |
000095012323010174 |
|
Q3 2022
|
610 |
2,339,221 |
AAPL, MBB, IVV, MSFT
|
13F-HR
|
10/26/2022 |
000156761922018788 |
|
Q2 2022
|
635 |
2,500,587 |
AAPL, IVV, MBB, MSFT
|
13F-HR
|
8/8/2022 |
000156761922015111 |
|
Q1 2022
|
684 |
2,937,960 |
AAPL, IVV, MSFT, MBB
|
13F-HR
|
5/12/2022 |
000156761922010156 |
|
Q4 2021
|
685 |
3,181,499 |
AAPL, IVV, MSFT, MBB
|
13F-HR
|
1/25/2022 |
000156761922001636 |
|
Q3 2021
|
668 |
2,860,486 |
AAPL, IVV, MSFT, MBB
|
13F-HR
|
11/4/2021 |
000156761921019320 |
|
Q2 2021
|
820 |
3,133,559 |
AAPL, MBB, IVV, MSFT
|
13F-HR
|
8/9/2021 |
000156761921014673 |
|
Q1 2021
|
771 |
2,945,876 |
AAPL, IVV, MBB, MSFT
|
13F-HR
|
5/14/2021 |
000156761921010217 |
|
Q4 2020
|
793 |
2,995,023 |
AAPL, IVV, MSFT, AMZN
|
13F-HR
|
2/9/2021 |
000156761921002605 |
|
Q3 2020
|
780 |
2,708,119 |
AAPL, IVV, AMZN, MSFT
|
13F-HR
|
11/5/2020 |
000156761920018714 |
|
Q2 2020
|
778 |
2,609,027 |
AAPL, MSFT, IVV, AMZN
|
13F-HR
|
7/30/2020 |
000156761920013909 |
|
Q1 2020
|
823 |
2,550,273 |
AAPL, IVV, AMZN, MSFT
|
13F-HR
|
5/8/2020 |
000156761920009342 |
|
Q4 2019
|
807 |
3,103,207 |
IVV, AAPL, VGIT, HWC
|
13F-HR
|
2/6/2020 |
000156761920002275 |
|
Q3 2019
|
815 |
3,050,549 |
IVV, AAPL, VGIT, VCSH
|
13F-HR
|
10/29/2019 |
000156761919020118 |
|
Q2 2019
|
841 |
3,124,226 |
IVV, AAPL, VGIT, AMZN
|
13F-HR
|
8/29/2019 |
000156761919017668 |
|
Q1 2019
|
820 |
3,117,820 |
IVV, AAPL, VGIT, AMZN
|
13F-HR
|
5/13/2019 |
000156761919010581 |
|
Q4 2018
|
809 |
2,959,380 |
IVV, VGIT, AAPL, EFA
|
13F-HR
|
2/15/2019 |
000156761919004546 |
|
Q3 2018
|
823 |
3,532,782 |
IVV, AAPL, AMZN, VGIT
|
13F-HR
|
11/14/2018 |
000156761918006131 |
|
Q2 2018
|
538 |
2,171,745 |
HWC, SNV, IVV, BBY
|
13F-HR
|
8/14/2018 |
000156761918000873 |
|
Q1 2018
|
550 |
2,230,920 |
HWC, POOL, SNV, TECD
|
13F-HR
|
5/15/2018 |
000114036118023707 |
|
Q4 2017
|
610 |
2,415,187 |
HWC, BLACKROCK, SNV, POOL
|
13F-HR
|
2/12/2018 |
000114036118006494 |
|
Q3 2017
|
596 |
2,360,054 |
HWC, BLACKROCK, SNV, TECD
|
13F-HR
|
11/14/2017 |
000114036117042601 |
|
Q2 2017
|
579 |
2,365,695 |
HWC, BLACKROCK, SNV, POOL
|
13F-HR
|
8/11/2017 |
000114036117031433 |
|
Q1 2017
|
568 |
2,398,861 |
HWC, BLACKROCK, SNV, FIZZ
|
13F-HR
|
5/9/2017 |
000114036117019131 |
|
Q4 2016
|
569 |
2,689,355 |
HWC, BLACKROCK, SNV, DFS
|
13F-HR
|
2/14/2017 |
000095012317001938 |
|
Q3 2016
|
543 |
2,527,538 |
HWC, BLACKROCK, SNV, INTC
|
13F-HR
|
11/9/2016 |
000095012316021399 |
|
Q2 2016
|
574 |
2,398,139 |
BLACKROCK, HWC, SNV, NOC
|
13F-HR
|
8/9/2016 |
000095012316019085 |
|
Q1 2016
|
520 |
2,380,521 |
BLACKROCK, HWC, SNV, THG
|
RESTATEMENT
|
6/7/2016 |
000095012316017876 |
|
Q4 2015
|
531 |
2,386,751 |
HWC, BLACKROCK HIGH YIELD PT-INST, SNV, FIZZ
|
13F-HR
|
2/12/2016 |
000095012316014519 |
|
Q3 2015
|
536 |
2,395,940 |
HWC, BLACKROCK HIGH YIELD PT-INST, SNV, FL
|
13F-HR
|
11/16/2015 |
000095012315012145 |
|
Q2 2015
|
492 |
2,619,833 |
HWC, BLACKROCK, HCC, EAT
|
13F-HR
|
8/13/2015 |
000095012315008696 |
|
Q1 2015
|
492 |
2,619,833 |
HWC, BLACKROCK, HCC, EAT
|
13F-HR
|
5/14/2015 |
000095012315005902 |
|
Q4 2014
|
500 |
2,632,197 |
HWC, BLACKROCK, EAT, NOC
|
13F-HR
|
2/17/2015 |
000095012315002260 |
|
Q3 2014
|
487 |
2,627,856 |
HWC, BLACKROCK, NOC, AMP
|
13F-HR
|
11/13/2014 |
000095012314011693 |
|
Q2 2014
|
491 |
2,759,869 |
HWC, BLACKROCK, GLW, DIS
|
13F-HR
|
8/14/2014 |
000095012314008902 |
|
Q1 2014
|
480 |
2,564,726 |
HWC, BLACKROCK, SIG, GLW
|
13F-HR
|
5/15/2014 |
000095012314006152 |
|
Q4 2013
|
503 |
2,434,769 |
HWC, BLACKROCK, AMP, NOC
|
13F-HR
|
2/14/2014 |
000114036114007207 |