|
Q2 2025
|
385 |
578,358 |
QQQ, NORTHERN LTS FD TR II, SPY, SPLG
|
13F-HR
|
8/12/2025 |
000117266125003047 |
|
Q1 2025
|
340 |
438,438 |
NORTHERN LTS FD TR II, QQQ, AAPL, SPY
|
RESTATEMENT
|
5/15/2025 |
000117266125002159 |
|
Q4 2024
|
193 |
226,263 |
NORTHERN LTS FD TR II, QQQ, AAPL, SPY
|
13F-HR
|
1/23/2025 |
000117266125000329 |
|
Q3 2024
|
241 |
261,665 |
QQQ, SPY, AAPL, COWZ
|
RESTATEMENT
|
10/21/2024 |
000117266124004314 |
|
Q2 2024
|
188 |
199,752 |
QQQ, SPY, AAPL, VFH
|
13F-HR
|
7/19/2024 |
000117266124002841 |
|
Q1 2024
|
189 |
205,216 |
USFR, QQQ, SPY, VFH
|
13F-HR
|
4/16/2024 |
000117266124001857 |
|
Q4 2023
|
244 |
248,543 |
USFR, QQQ, AAPL, SPY
|
13F-HR
|
2/7/2024 |
000117266124000512 |
|
Q3 2023
|
101 |
68,406 |
COWZ, AAPL, GCOW, SPY
|
13F-HR
|
11/1/2023 |
000117266123003567 |
|
Q2 2023
|
212 |
214,431 |
AAPL, QQQ, SPY, VFH
|
13F-HR
|
7/24/2023 |
000117266123002604 |
|
Q1 2023
|
233 |
215,541 |
AAPL, VFH, SPY, XLV
|
13F-HR
|
4/19/2023 |
000117266123001728 |
|
Q4 2022
|
283 |
258,384 |
AAPL, XLV, SPY, VFH
|
13F-HR
|
1/18/2023 |
000117266123000200 |
|
Q3 2022
|
213 |
174,614 |
AAPL, XLV, GDMA, SPY
|
13F-HR
|
10/31/2022 |
000160658722002058 |
|
Q2 2022
|
237 |
179,916 |
AAPL, SPY, XLV, VFH
|
13F-HR
|
7/12/2022 |
000160658722001294 |
|
Q1 2022
|
349 |
336,612 |
AAPL, QQQ, SPY, SCHX
|
RESTATEMENT
|
4/26/2022 |
000160658722000749 |
|
Q4 2021
|
365 |
374,809 |
AAPL, QQQ, SPY, TIP
|
13F-HR
|
1/13/2022 |
000160658722000013 |
|
Q3 2021
|
396 |
456,849 |
IUSB, ITOT, AAPL, QQQ
|
13F-HR
|
11/5/2021 |
000160658721001520 |
|
Q2 2021
|
406 |
526,389 |
ITOT, IUSB, IVV, IWF
|
13F-HR
|
8/11/2021 |
000160658721001114 |
|
Q1 2021
|
397 |
513,739 |
ITOT, IUSB, IWF, IVV
|
13F-HR
|
5/3/2021 |
000160658721000535 |
|
Q4 2020
|
382 |
560,354 |
IWF, ITOT, IUSB, IWD
|
13F-HR
|
1/25/2021 |
000160658721000072 |
|
Q3 2020
|
348 |
486,917 |
IWF, IWD, EFA, IUSB
|
13F-HR
|
10/30/2020 |
000160658720001162 |
|
Q2 2020
|
332 |
458,979 |
IWF, IWD, EFA, IJH
|
13F-HR
|
8/10/2020 |
000160658720000912 |
|
Q1 2020
|
305 |
403,979 |
IWF, IWD, EFA, SHV
|
13F-HR
|
4/30/2020 |
000160658720000533 |
|
Q4 2019
|
357 |
497,697 |
IWF, IWD, EFA, IJH
|
13F-HR
|
2/3/2020 |
000160658720000166 |
|
Q3 2019
|
344 |
450,169 |
IWF, IWD, EFA, IJH
|
13F-HR
|
11/7/2019 |
000160658719000987 |
|
Q2 2019
|
282 |
354,134 |
IWF, IWD, EFA, IJH
|
13F-HR
|
7/9/2019 |
000160658719000587 |
|
Q1 2019
|
262 |
328,312 |
IWF, IWD, EFA, IJH
|
13F-HR
|
4/25/2019 |
000160658719000412 |
|
Q4 2018
|
225 |
271,867 |
EFA, IWD, IWF, IJH
|
13F-HR
|
2/11/2019 |
000160658719000202 |
|
Q3 2018
|
286 |
339,799 |
EFA, IWF, IWD, IJH
|
13F-HR
|
10/24/2018 |
000160658718000779 |
|
Q2 2018
|
290 |
343,787 |
EFA, IWF, IWD, IJH
|
13F-HR
|
8/10/2018 |
000160658718000642 |
|
Q1 2018
|
344 |
345,498 |
EFA, IWF, IWD, IJH
|
13F-HR
|
4/17/2018 |
000160658718000307 |
|
Q4 2017
|
1,574 |
397,354 |
EFA, IWF, IWD, IJH
|
13F-HR
|
2/5/2018 |
000160658718000115 |