|
Q1 2025
|
167 |
320,715 |
EFV, XLK, SPY, AAPL
|
13F-HR
|
4/10/2025 |
000117266125001465 |
|
Q4 2024
|
165 |
315,063 |
XLK, EFV, AAPL, SPY
|
13F-HR
|
1/14/2025 |
000117266125000182 |
|
Q3 2024
|
170 |
411,902 |
AGG, XLK, EFV, IAU
|
13F-HR
|
10/10/2024 |
000117266124004215 |
|
Q2 2024
|
159 |
392,562 |
AGG, XLK, QQQ, EFV
|
13F-HR
|
7/15/2024 |
000117266124002760 |
|
Q1 2024
|
166 |
385,258 |
AGG, XLK, QQQ, EFV
|
13F-HR
|
4/29/2024 |
000117266124001946 |
|
Q4 2023
|
158 |
355,556 |
AGG, XLK, QQQ, ZD
|
13F-HR
|
1/18/2024 |
000117266124000272 |
|
Q3 2023
|
154 |
327,571 |
AGG, XLK, EFV, ZD
|
13F-HR
|
10/13/2023 |
000117266123003405 |
|
Q2 2023
|
152 |
341,147 |
AGG, XLK, ZD, EFV
|
13F-HR
|
7/24/2023 |
000117266123002589 |
|
Q1 2023
|
149 |
315,409 |
AGG, ZD, XLK, EFV
|
13F-HR
|
4/12/2023 |
000117266123001673 |
|
Q4 2022
|
149 |
295,756 |
AGG, ZD, EFV, XLV
|
13F-HR
|
1/19/2023 |
000117266123000216 |
|
Q3 2022
|
152 |
196,883 |
ZD, XLK, AAPL, XLV
|
13F-HR
|
10/13/2022 |
000117266122002192 |
|
Q2 2022
|
147 |
223,657 |
AGG, ZD, XLK, AAPL
|
13F-HR
|
7/15/2022 |
000117266122001636 |
|
Q1 2022
|
157 |
290,531 |
ZD, IVE, XLK, AAPL
|
13F-HR
|
4/22/2022 |
000117266122001146 |
|
Q4 2021
|
156 |
365,375 |
AGG, ZD, IVE, XLK
|
13F-HR
|
1/21/2022 |
000117266122000164 |
|
Q3 2021
|
154 |
346,169 |
AGG, ZD, IVE, XLK
|
13F-HR
|
11/2/2021 |
000117266121002096 |
|
Q2 2021
|
157 |
339,929 |
AGG, ZD, IVE, XLK
|
13F-HR
|
7/27/2021 |
000117266121001553 |
|
Q1 2021
|
146 |
296,211 |
AGG, ZD, IVE, VEU
|
13F-HR
|
4/26/2021 |
000117266121001036 |
|
Q4 2020
|
140 |
263,263 |
AGG, IVE, ZD, VEU
|
13F-HR
|
1/27/2021 |
000117266121000197 |
|
Q3 2020
|
122 |
210,977 |
AGG, GLD, ZD, XLK
|
13F-HR
|
10/19/2020 |
000117266120002018 |
|
Q2 2020
|
118 |
191,252 |
AGG, GLD, ZD, SPY
|
13F-HR
|
7/23/2020 |
000117266120001546 |
|
Q1 2020
|
126 |
159,941 |
AGG, GLD, ZD, AAPL
|
13F-HR
|
4/16/2020 |
000117266120001071 |
|
Q4 2019
|
160 |
192,812 |
PFF, GLD, VEU, ZD
|
13F-HR
|
1/17/2020 |
000117266120000217 |
|
Q3 2019
|
156 |
174,224 |
PFF, GLD, ZD, VEU
|
13F-HR
|
10/24/2019 |
000117266119002057 |
|
Q2 2019
|
148 |
178,101 |
VEU, PFF, GLD, ZD
|
13F-HR
|
8/5/2019 |
000117266119001609 |
|
Q1 2019
|
156 |
179,359 |
VEU, PFF, ZD, GLD
|
13F-HR
|
5/3/2019 |
000117266119001104 |
|
Q4 2018
|
152 |
148,749 |
SPY, VEU, XLP, GLD
|
13F-HR
|
2/4/2019 |
000117266119000287 |
|
Q3 2018
|
153 |
194,855 |
DVY, PFF, ZD, AAPL
|
13F-HR
|
10/23/2018 |
000117266118001877 |
|
Q2 2018
|
155 |
172,050 |
DVY, ZD, AAPL, MSFT
|
13F-HR
|
7/23/2018 |
000117266118001406 |
|
Q1 2018
|
153 |
165,987 |
SPY, ZD, VCSH, AAPL
|
13F-HR
|
4/26/2018 |
000117266118000970 |
|
Q4 2017
|
190 |
192,002 |
PFF, SPY, ZD, VCSH
|
13F-HR
|
2/9/2018 |
000117266118000330 |
|
Q3 2017
|
149 |
190,537 |
PFF, SPY, C calls, SPY puts
|
13F-HR
|
11/13/2017 |
000117266117001962 |
|
Q2 2017
|
151 |
187,743 |
PFF, SPY, C calls, VCSH
|
13F-HR
|
7/28/2017 |
000117266117001438 |
|
Q1 2017
|
175 |
171,023 |
PFF, SPY, C calls, VCSH
|
13F-HR
|
5/3/2017 |
000117266117000953 |
|
Q4 2016
|
157 |
156,303 |
ZD, SPY, PFF, CELG
|
13F-HR
|
1/27/2017 |
000117266117000172 |
|
Q3 2016
|
395 |
155,992 |
ZD, PFF, DVY, CELG
|
NEW HOLDINGS
|
11/10/2016 |
000110465916156124 |
|
Q2 2016
|
409 |
149,516 |
ZD, PFF, DVY, CELG
|
NEW HOLDINGS
|
8/9/2016 |
000110465916138180 |
|
Q1 2016
|
433 |
142,339 |
ZD, PFF, CELG, GE
|
NEW HOLDINGS
|
5/12/2016 |
000110465916120358 |
|
Q4 2015
|
441 |
147,939 |
ZD, PFF, CELG, PFE
|
NEW HOLDINGS
|
2/9/2016 |
000110465916094914 |
|
Q3 2015
|
434 |
131,024 |
PFF, CELG, ZD, PFE
|
NEW HOLDINGS
|
11/3/2015 |
000110465915075162 |
|
Q2 2015
|
442 |
143,134 |
PFF, PFE, CELG, ZD
|
NEW HOLDINGS
|
8/11/2015 |
000110465915058626 |
|
Q1 2015
|
434 |
142,629 |
PFF, PFE, CELG, JEFFERIESGROUP INC NEW
|
NEW HOLDINGS
|
5/11/2015 |
000110465915036629 |
|
Q4 2014
|
441 |
139,519 |
PFF, PFE, CELG, INTC
|
NEW HOLDINGS
|
2/2/2015 |
000110465915005982 |
|
Q3 2014
|
438 |
134,404 |
PFF, PFE, JEFFERIES GROUP INC NEW, XOM
|
NEW HOLDINGS
|
11/6/2014 |
000110465914077513 |
|
Q2 2014
|
442 |
141,793 |
PFF, NEWMONT MINING CORP, XOM, DVY
|
NEW HOLDINGS
|
8/11/2014 |
000110465914059287 |
|
Q1 2014
|
429 |
126,107 |
PFF, XOM, GE, PFE
|
NEW HOLDINGS
|
5/12/2014 |
000110465914037523 |
|
Q4 2013
|
431 |
124,995 |
PFF, DVY, XOM, JEFFERIES GROUP INC NEW
|
13F-HR
|
2/11/2014 |
000110465914008397 |