|
Q2 2025
|
239 |
930,328 |
SCHG, AAPL, NVDA, QUAL
|
13F-HR
|
7/15/2025 |
000114036125025841 |
|
Q1 2025
|
236 |
842,982 |
AAPL, SCHG, QUAL, VTV
|
13F-HR
|
5/2/2025 |
000114036125017109 |
|
Q4 2024
|
229 |
889,505 |
AAPL, SCHG, QUAL, VTV
|
13F-HR
|
2/3/2025 |
000114036125002814 |
|
Q3 2024
|
236 |
883,975 |
AAPL, SCHG, QUAL, VTV
|
13F-HR
|
10/31/2024 |
000114036124044741 |
|
Q2 2024
|
231 |
828,209 |
AAPL, SCHG, QUAL, VTV
|
13F-HR
|
8/13/2024 |
000114036124037007 |
|
Q1 2024
|
232 |
808,178 |
SCHG, AAPL, VTV, AMZN
|
13F-HR
|
5/14/2024 |
000114036124025841 |
|
Q4 2023
|
227 |
730,724 |
AAPL, SCHG, VTV, AMZN
|
13F-HR
|
2/6/2024 |
000114036124005823 |
|
Q3 2023
|
207 |
649,198 |
AAPL, SCHG, VTV, TTD
|
13F-HR
|
11/13/2023 |
000139834423020503 |
|
Q2 2023
|
210 |
693,759 |
AAPL, SCHG, VTV, TTD
|
13F-HR
|
8/9/2023 |
000139834423014376 |
|
Q1 2023
|
210 |
653,374 |
AAPL, VTV, SCHG, MA
|
13F-HR
|
5/11/2023 |
000139834423009471 |
|
Q4 2022
|
200 |
581,858 |
AAPL, VTV, MA, IWS
|
13F-HR
|
2/13/2023 |
000139834423002922 |
|
Q3 2022
|
187 |
551,808 |
AAPL, VTV, AMZN, TTD
|
13F-HR
|
10/21/2022 |
000139834422020529 |
|
Q2 2022
|
198 |
574,168 |
AAPL, VTV, VUG, AMZN
|
RESTATEMENT
|
8/9/2022 |
000139834422015039 |
|
Q1 2022
|
223 |
790,993 |
AAPL, RPG, VTV, TTD
|
13F-HR
|
4/29/2022 |
000139834422008357 |
|
Q4 2021
|
222 |
792,537 |
AAPL, RPG, VTV, TTD
|
13F-HR
|
1/20/2022 |
000139834422000806 |
|
Q3 2021
|
217 |
738,275 |
AAPL, RPG, AMZN, VTV
|
13F-HR
|
10/27/2021 |
000139834421020465 |
|
Q2 2021
|
216 |
733,743 |
AAPL, RPG, AMZN, VTV
|
13F-HR
|
7/28/2021 |
000139834421014965 |
|
Q1 2021
|
206 |
647,714 |
AAPL, RPG, AMZN, VTV
|
13F-HR
|
4/22/2021 |
000139834421008413 |
|
Q4 2020
|
195 |
648,412 |
AAPL, RPG, AMZN, TTD
|
13F-HR
|
1/19/2021 |
000139834421000983 |
|
Q3 2020
|
186 |
542,281 |
AAPL, RPG, AMZN, MKTX
|
13F-HR
|
11/3/2020 |
000139834420021281 |
|
Q2 2020
|
180 |
476,178 |
AAPL, RPG, AMZN, MKTX
|
13F-HR
|
7/9/2020 |
000139834420013510 |
|
Q1 2020
|
83 |
290,543 |
AAPL, RPG, MKTX, VOE
|
13F-HR
|
4/8/2020 |
000139834420007673 |
|
Q4 2019
|
89 |
352,959 |
AAPL, RPG, VOE, MKTX
|
13F-HR
|
1/10/2020 |
000139834420000543 |
|
Q3 2019
|
92 |
323,561 |
RPG, VOE, AAPL, MKTX
|
13F-HR
|
10/9/2019 |
000139834419017696 |
|
Q2 2019
|
93 |
313,556 |
RPG, VOE, AAPL, MA
|
13F-HR
|
7/16/2019 |
000139834419011976 |
|
Q1 2019
|
88 |
277,684 |
VOE, AAPL, MA, MKTX
|
13F-HR
|
4/8/2019 |
000139834419006344 |
|
Q4 2018
|
87 |
239,258 |
VOE, AAPL, MA, BSV
|
13F-HR
|
1/24/2019 |
000139834419000967 |
|
Q3 2018
|
87 |
277,955 |
VOE, AAPL, MA, ADBE
|
13F-HR
|
10/16/2018 |
000139834418014959 |
|
Q2 2018
|
87 |
255,861 |
VOE, AAPL, MA, BSV
|
13F-HR
|
7/13/2018 |
000139834418010054 |
|
Q1 2018
|
85 |
238,983 |
VOE, AAPL, MA, BSV
|
13F-HR
|
4/17/2018 |
000139834418005638 |
|
Q4 2017
|
164 |
335,732 |
RYDEX ETF TRUST, VOE, AAPL, AMZN
|
13F-HR
|
1/22/2018 |
000139834418000780 |
|
Q3 2017
|
160 |
312,228 |
RYDEX ETF TRUST, VOE, AAPL, MA
|
13F-HR
|
10/11/2017 |
000139834417012994 |
|
Q2 2017
|
151 |
303,552 |
RYDEX ETF TRUST, VOE, AAPL, BKNG
|
13F-HR
|
7/13/2017 |
000139834417008602 |
|
Q1 2017
|
153 |
292,525 |
RYDEX ETF TRUST, VOE, AAPL, MKTX
|
13F-HR
|
4/10/2017 |
000139834417004702 |
|
Q4 2016
|
150 |
267,335 |
RYDEX ETF TRUST, VOE, AAPL, IWS
|
13F-HR
|
1/9/2017 |
000139834417000233 |
|
Q3 2016
|
144 |
262,934 |
RYDEX ETF TRUST, VOE, AAPL, MKTX
|
13F-HR
|
10/13/2016 |
000139834416019627 |
|
Q2 2016
|
153 |
258,698 |
RYDEX ETF TRUST, VOE, AAPL, MKTX
|
13F-HR
|
7/11/2016 |
000139834416015001 |
|
Q1 2016
|
149 |
227,441 |
GUGGENHEIM S&P MIDCAP 400 GWTH, GUGGENHEIM S&P 500 PURE GWTH, AAPL, EFA
|
13F-HR
|
4/22/2016 |
000139834416012179 |
|
Q4 2015
|
149 |
244,129 |
GUGGENHEIM S&P 500 PURE GWTH, VOE, GUGGENHEIM S&P MIDCAP 400 GWTH, VBK
|
13F-HR
|
1/20/2016 |
000139834416009118 |
|
Q3 2015
|
151 |
218,804 |
GUGGENHEIM S&P 500 PURE GWTH, GUGGENHEIM S&P MIDCAP 400 GWTH, AAPL, VBK
|
13F-HR
|
10/13/2015 |
000139834415006872 |
|
Q2 2015
|
158 |
235,029 |
GUGGENHEIM S&P 500 PURE GWTH, GUGGENHEIM S&P MIDCAP 400 GWTH, VBK, AAPL
|
13F-HR
|
7/8/2015 |
000139834415004371 |
|
Q1 2015
|
154 |
232,800 |
GUGGENHEIM S&P 500 PURE GWTH, GUGGENHEIM S&P MIDCAP 400 GWTH, VBK, AAPL
|
13F-HR
|
4/13/2015 |
000139834415002501 |
|
Q4 2014
|
156 |
229,967 |
GUGGENHEIM S&P 500 PURE GWTH, GUGGENHEIM S&P MIDCAP 400 GWTH, VBK, AAPL
|
13F-HR
|
1/13/2015 |
000139834415000201 |
|
Q3 2014
|
160 |
216,802 |
RYDEX ETF TRUST, VBK, AAPL, VBR
|
13F-HR
|
11/5/2014 |
000139834414005667 |