|
Q2 2021
|
160 |
755,452 |
MSFT, VTI, VONE, AAPL
|
13F-HR
|
8/16/2021 |
000139834421016202 |
|
Q1 2021
|
155 |
686,230 |
MSFT, QQQ, AAPL, VONE
|
13F-HR
|
5/10/2021 |
000139834421009997 |
|
Q4 2020
|
141 |
642,168 |
QQQ, MSFT, AAPL, XLNX
|
13F-HR
|
2/16/2021 |
000139834421003499 |
|
Q3 2020
|
132 |
556,069 |
MSFT, QQQ, AAPL, HD
|
13F-HR
|
11/13/2020 |
000139834420022457 |
|
Q2 2020
|
128 |
471,837 |
MSFT, INTC, AAPL, HD
|
13F-HR
|
7/16/2020 |
000139834420013894 |
|
Q1 2020
|
119 |
404,158 |
MSFT, INTC, AAPL, ADP
|
13F-HR
|
5/6/2020 |
000139834420009569 |
|
Q4 2019
|
140 |
635,593 |
MSFT, INTC, HD, ADP
|
13F-HR
|
2/12/2020 |
000139834420002699 |
|
Q3 2019
|
133 |
600,069 |
MSFT, HD, MCD, SBUX
|
13F-HR
|
10/8/2019 |
000139834419017625 |
|
Q2 2019
|
120 |
541,674 |
MSFT, HD, MCD, ADP
|
13F-HR
|
7/17/2019 |
000139834419012014 |
|
Q1 2019
|
123 |
538,823 |
MSFT, XLNX, ADP, HD
|
13F-HR
|
4/5/2019 |
000139834419006284 |
|
Q4 2018
|
115 |
459,107 |
MSFT, MCD, HD, INTC
|
13F-HR
|
1/11/2019 |
000139834419000532 |
|
Q3 2018
|
111 |
503,451 |
MSFT, HD, ADP, INTC
|
13F-HR
|
10/18/2018 |
000139834418015056 |
|
Q2 2018
|
112 |
478,415 |
MSFT, HD, INTC, ADP
|
13F-HR
|
7/19/2018 |
000139834418010256 |
|
Q1 2018
|
108 |
472,599 |
INTC, MSFT, HD, MCD
|
13F-HR
|
4/17/2018 |
000139834418005622 |
|
Q4 2017
|
119 |
553,568 |
BND, HD, MSFT, MCD
|
13F-HR
|
1/30/2018 |
000139834418001141 |
|
Q3 2017
|
125 |
512,088 |
BND, HD, BIV, MCD
|
13F-HR
|
11/8/2017 |
000139834417014360 |
|
Q2 2017
|
117 |
494,970 |
BND, HD, BIV, MCD
|
13F-HR
|
8/11/2017 |
000139834417010106 |
|
Q1 2017
|
115 |
495,372 |
BND, BIV, HD, PM
|
13F-HR
|
5/4/2017 |
000139834417005916 |
|
Q4 2016
|
112 |
447,044 |
BIV, XOM, HD, ADP
|
13F-HR
|
1/30/2017 |
000139834417000994 |
|
Q3 2016
|
105 |
436,036 |
BND, XOM, BIV, MSFT
|
13F-HR
|
10/28/2016 |
000139834416020064 |
|
Q2 2016
|
108 |
434,150 |
BND, Exxon Mobil Corp, BIV, BMY
|
13F-HR
|
8/5/2016 |
000139834416016109 |
|
Q1 2016
|
102 |
410,907 |
BND, HD, BSV, BIV
|
13F-HR
|
5/4/2016 |
000139834416012850 |
|
Q4 2015
|
104 |
387,683 |
BND, BSV, HD, BMY
|
13F-HR
|
2/8/2016 |
000139834416009633 |
|
Q3 2015
|
91 |
365,368 |
BND, BSV, NKE, HD
|
13F-HR
|
11/3/2015 |
000139834415007313 |
|
Q2 2015
|
106 |
387,268 |
BND, BSV, BMY, HD
|
13F-HR
|
8/7/2015 |
000139834415004993 |
|
Q1 2015
|
107 |
392,141 |
BND, BSV, BMY, HD
|
13F-HR
|
5/12/2015 |
000139834415003209 |
|
Q4 2014
|
109 |
399,657 |
BND, BSV, BMY, Exxon Mobil Corporation
|
13F-HR
|
1/29/2015 |
000139834415000483 |
|
Q3 2014
|
106 |
385,130 |
BND, BSV, Exxon Mobil Corporation, INTC
|
13F-HR
|
10/28/2014 |
000139834414005471 |
|
Q2 2014
|
109 |
387,829 |
BND, Exxon Mobil Corporation, BSV, BIV
|
13F-HR
|
7/30/2014 |
000139834414003792 |
|
Q1 2014
|
115 |
376,058 |
BND, Exxon Mobil Corporation, BIV, BMY
|
13F-HR
|
4/25/2014 |
000139834414002331 |
|
Q4 2013
|
114 |
365,271 |
BND, Exxon Mobil Corp, BIV, BMY
|
RESTATEMENT
|
2/12/2014 |
000139834414000752 |