|
Q4 2020
|
261 |
873,231 |
SPY, AAPL, VEU, AMZN
|
13F-HR
|
1/12/2021 |
000107402721000001 |
|
Q3 2020
|
84 |
787,414 |
SPY, AAPL, AMZN, MSFT
|
13F-HR
|
11/13/2020 |
000107402720000005 |
|
Q2 2020
|
78 |
705,778 |
SPY, MSFT, AAPL, AMZN
|
13F-HR
|
7/30/2020 |
000107402720000004 |
|
Q1 2020
|
289 |
570,816 |
SPY, MSFT, AAPL, AMZN
|
13F-HR
|
5/14/2020 |
000107402720000003 |
|
Q4 2019
|
84 |
701,560 |
SPY, AAPL, VEA, MSFT
|
RESTATEMENT
|
3/6/2020 |
000107402720000002 |
|
Q3 2019
|
89 |
647,032 |
SPY, VEA, MSFT, AAPL
|
13F-HR
|
10/31/2019 |
000107402719000004 |
|
Q2 2019
|
81 |
634,055 |
SPY, VEA, VEU, MSFT
|
13F-HR
|
7/22/2019 |
000107402719000003 |
|
Q1 2019
|
85 |
615,119 |
SPY, VEA, AAPL, VEU
|
13F-HR
|
5/7/2019 |
000107402719000002 |
|
Q4 2018
|
96 |
578,355 |
SPY, JNJ, VEU, VEA
|
13F-HR
|
1/9/2019 |
000107402719000001 |
|
Q3 2018
|
99 |
730,091 |
SPY, VEA, JNJ, AAPL
|
13F-HR
|
10/16/2018 |
000107402718000007 |
|
Q2 2018
|
99 |
690,381 |
SPY, VEA, VEU, JNJ
|
RESTATEMENT
|
8/16/2018 |
000107402718000006 |
|
Q1 2018
|
95 |
672,085 |
SPY, VEA, VEU, JNJ
|
RESTATEMENT
|
8/16/2018 |
000107402718000005 |
|
Q4 2017
|
92 |
684,528 |
SPY, VEU, VEA, JNJ
|
RESTATEMENT
|
8/16/2018 |
000107402718000004 |
|
Q3 2017
|
90 |
835,271 |
PUT (SPY) SPDR S&P 500 ETF TRUST, SPY, VEU, VEA
|
13F-HR
|
10/27/2017 |
000107402717000005 |
|
Q2 2017
|
89 |
664,749 |
SPDR S&P 500 ETF, SPY, JNJ, VEU
|
13F-HR
|
8/10/2017 |
000107402717000004 |
|
Q1 2017
|
90 |
706,747 |
SPDR S&P 500 ETF, KITE, JNJ, CARB
|
13F-HR
|
5/16/2017 |
000107402717000003 |
|
Q4 2016
|
87 |
589,083 |
KITE, CARB, JNJ, VEA
|
13F-HR
|
2/13/2017 |
000107402717000002 |
|
Q3 2016
|
85 |
547,766 |
KITE, CARB, JNJ, TYL
|
13F-HR
|
11/18/2016 |
000107402716000010 |
|
Q2 2016
|
82 |
464,665 |
CARB, JNJ, SPY, TYL
|
13F-HR
|
8/2/2016 |
000107402716000009 |
|
Q1 2016
|
82 |
413,723 |
JNJ, SPY, CARB, META
|
13F-HR
|
5/12/2016 |
000107402716000008 |
|
Q4 2015
|
81 |
443,836 |
TYL, CARB, JNJ, AAPL
|
13F-HR
|
2/12/2016 |
000107402716000006 |
|
Q3 2015
|
79 |
409,570 |
TYL, ABBV, JNJ, AAPL
|
13F-HR
|
11/18/2015 |
000107402715000004 |
|
Q2 2015
|
85 |
447,247 |
TYL, CARB, SPY, JNJ
|
13F-HR
|
8/12/2015 |
000107402715000003 |
|
Q1 2015
|
88 |
443,940 |
TYL, CARB, JNJ, SPY
|
13F-HR
|
4/30/2015 |
000107402715000002 |
|
Q4 2014
|
86 |
422,134 |
CARB, TYL, JNJ, SPY
|
13F-HR
|
3/5/2015 |
000107402715000001 |
|
Q3 2014
|
90 |
400,576 |
TYL, CARB, JNJ, SPY
|
13F-HR
|
11/12/2014 |
000107402714000004 |
|
Q2 2014
|
88 |
400,783 |
TYL, CARB, JNJ, SPY
|
13F-HR
|
8/11/2014 |
000107402714000003 |
|
Q1 2014
|
84 |
389,517 |
TYL, CARB, JNJ, SPY
|
13F-HR
|
5/5/2014 |
000107402714000002 |
|
Q4 2013
|
86 |
410,109 |
TYL, CARB, JNJ, SPY
|
13F-HR
|
2/13/2014 |
000107402714000001 |