|
Q3 2024
|
153 |
364,466 |
XOM, IUSG, TIDAL TR II, IVV
|
13F-HR
|
10/2/2024 |
000093807724000004 |
|
Q2 2024
|
146 |
358,279 |
XOM, IUSG, TIDAL TR II, IVV
|
13F-HR
|
7/12/2024 |
000093807724000003 |
|
Q1 2024
|
140 |
355,305 |
XOM, IUSG, TIDAL TR II, GOOG
|
13F-HR
|
4/12/2024 |
000093807724000002 |
|
Q4 2023
|
143 |
325,941 |
XOM, IUSG, TIDAL TR II, GOOG
|
13F-HR
|
1/3/2024 |
000093807724000001 |
|
Q3 2023
|
146 |
332,086 |
XOM, IUSG, TIDAL TR II, GOOG
|
13F-HR
|
10/10/2023 |
000093807723000006 |
|
Q2 2023
|
163 |
328,471 |
XOM, IUSG, GOOG, ITOT
|
13F-HR
|
8/7/2023 |
000093807723000003 |
|
Q1 2023
|
166 |
318,719 |
XOM, IUSG, SH, GOOG
|
13F-HR
|
5/12/2023 |
000093807723000002 |
|
Q4 2022
|
150 |
304,426 |
XOM, IUSG, SH, GOOG
|
13F-HR
|
2/7/2023 |
000093807723000001 |
|
Q3 2022
|
147 |
270,922 |
XOM, IUSG, SH, ITOT
|
13F-HR
|
11/9/2022 |
000093807722000004 |
|
Q2 2022
|
162 |
281,539 |
XOM, IUSG, GOOG, SH
|
13F-HR
|
8/15/2022 |
000093807722000003 |
|
Q1 2022
|
171 |
316,320 |
XOM, IUSG, ITOT, GOOG
|
13F-HR
|
5/9/2022 |
000093807722000002 |
|
Q4 2021
|
166 |
320,057 |
XOM, IUSG, GOOG, SH
|
13F-HR
|
2/7/2022 |
000093807722000001 |
|
Q3 2021
|
178 |
297,581 |
XOM, IUSG, GOOG, META
|
13F-HR
|
11/3/2021 |
000093807721000004 |
|
Q2 2021
|
147 |
301,419 |
XOM, IUSG, GOOG, AMZN
|
13F-HR
|
8/6/2021 |
000093807721000003 |
|
Q1 2021
|
134 |
268,998 |
XOM, IUSG, IVV, ITOT
|
13F-HR
|
5/7/2021 |
000093807721000002 |
|
Q4 2020
|
138 |
226,224 |
XOM, IUSG, IVV, ITOT
|
13F-HR
|
2/4/2021 |
000093807721000001 |
|
Q3 2020
|
163 |
197,214 |
XOM, IVV, IUSG, GOOG
|
13F-HR
|
11/13/2020 |
000093807720000004 |
|
Q2 2020
|
178 |
223,762 |
XOM, IVV, IUSG, GOOG
|
13F-HR
|
8/10/2020 |
000093807720000003 |
|
Q1 2020
|
167 |
202,384 |
XOM, IVV, IUSG, GOOG
|
13F-HR
|
4/28/2020 |
000093807720000002 |
|
Q4 2019
|
150 |
252,938 |
XOM, IVV, IUSG, GOOG
|
13F-HR
|
1/27/2020 |
000093807720000001 |
|
Q3 2019
|
148 |
248,894 |
XOM, IVV, IUSG, GOOG
|
13F-HR
|
11/4/2019 |
000093807719000005 |
|
Q2 2019
|
144 |
253,687 |
XOM, IVV, IUSG, PM
|
13F-HR
|
7/25/2019 |
000093807719000004 |
|
Q1 2019
|
133 |
247,435 |
XOM, IVV, IUSG, EXG
|
13F-HR
|
5/13/2019 |
000093807719000003 |
|
Q4 2018
|
143 |
203,779 |
XOM, IVV, IUSG, MO
|
13F-HR
|
1/31/2019 |
000093807719000001 |
|
Q3 2018
|
204 |
242,679 |
XOM, IVV, MO, PM
|
13F-HR
|
11/2/2018 |
000093807718000004 |
|
Q2 2018
|
313 |
238,694 |
XOM, IVV, FPF, PM
|
13F-HR
|
8/14/2018 |
000093807718000003 |
|
Q1 2018
|
327 |
229,451 |
XOM, IVV, PM, MO
|
13F-HR
|
5/8/2018 |
000093807718000002 |
|
Q4 2017
|
300 |
249,723 |
XOM, IVV, SPY puts, PM
|
13F-HR
|
2/12/2018 |
000093807718000001 |
|
Q3 2017
|
251 |
222,570 |
XOM, IVV, PM, MO
|
13F-HR
|
11/3/2017 |
000093807717000007 |
|
Q2 2017
|
262 |
206,973 |
XOM, IVV, PM, MO
|
13F-HR
|
8/14/2017 |
000093807717000006 |
|
Q1 2017
|
221 |
127,068 |
IVV, GGN, MAV, EMO
|
13F-HR
|
5/9/2017 |
000093807717000004 |
|
Q4 2016
|
221 |
117,749 |
GGN, DSU, RQI, ADX
|
13F-HR
|
2/7/2017 |
000093807717000002 |
|
Q3 2016
|
192 |
118,212 |
NAD, GLO, BBN, ADX
|
13F-HR
|
10/31/2016 |
000093807716000011 |
|
Q2 2016
|
187 |
117,661 |
MIE, GBAB, CBA, CTR
|
13F-HR
|
8/12/2016 |
000093807716000009 |
|
Q1 2016
|
161 |
113,442 |
ETG, BCX, RVT, AFT
|
13F-HR
|
4/28/2016 |
000093807716000008 |
|
Q4 2015
|
153 |
126,602 |
CEM, GER, GMZ, FMO
|
13F-HR
|
1/27/2016 |
000093807716000007 |
|
Q3 2015
|
194 |
134,581 |
HQH, CHI, EXG, CHY
|
13F-HR
|
11/13/2015 |
000093807715000005 |
|
Q2 2015
|
274 |
149,816 |
EVV, FAX, ISD, GAM
|
13F-HR
|
8/14/2015 |
000093807715000004 |
|
Q1 2015
|
253 |
155,489 |
CAF, PDI, CEM, HYT
|
13F-HR
|
5/18/2015 |
000093807715000003 |
|
Q4 2014
|
223 |
143,357 |
CAF, BGY, BOE, ETW
|
13F-HR
|
2/13/2015 |
000093807715000002 |
|
Q3 2014
|
273 |
145,475 |
CEM, ADX, DRA, TY
|
13F-HR
|
11/14/2014 |
000093807714000005 |
|
Q2 2014
|
232 |
114,868 |
TY, ADX, PEO, ETJ
|
13F-HR
|
8/15/2014 |
000093807714000004 |
|
Q1 2014
|
216 |
152,091 |
ETJ, PEO, ADX, BCX
|
13F-HR
|
5/16/2014 |
000093807714000003 |
|
Q4 2013
|
255 |
156,556 |
ETJ, ZTR, TY, BDJ
|
13F-HR
|
2/13/2014 |
000093807714000002 |