Q3 2024
|
920 |
5,581,880 |
MSFT, AAPL, NVDA, GOOGL
|
13F-HR
|
10/21/2024 |
000112639524000017 |
Q2 2024
|
195 |
2,475,795 |
MSFT, NVDA, SPY, AAPL
|
13F-HR
|
7/23/2024 |
000112639524000006 |
Q1 2024
|
202 |
2,402,283 |
MSFT, SPY, NVDA, AAPL
|
13F-HR
|
5/9/2024 |
000112639524000005 |
Q4 2023
|
204 |
2,202,692 |
MSFT, SPY, AAPL, SPIB
|
13F-HR
|
1/25/2024 |
000112639524000002 |
Q3 2023
|
201 |
2,012,801 |
MSFT, SPY, AAPL, SPIB
|
13F-HR
|
10/17/2023 |
000112639523000007 |
Q2 2023
|
198 |
2,103,161 |
MSFT, AAPL, SPY, SPIB
|
13F-HR
|
7/19/2023 |
000112639523000005 |
Q1 2023
|
195 |
1,990,410 |
MSFT, AAPL, SPY, SPIB
|
13F-HR
|
4/19/2023 |
000112639523000003 |
Q4 2022
|
199 |
1,873,732 |
SPY, MSFT, AAPL, SPIB
|
13F-HR
|
1/24/2023 |
000112639523000002 |
Q3 2022
|
193 |
1,751,822 |
SPY, MSFT, AAPL, GOOGL
|
13F-HR
|
10/19/2022 |
000112639522000006 |
Q2 2022
|
193 |
1,879,762 |
MSFT, SPY, AAPL, GOOGL
|
13F-HR
|
7/20/2022 |
000112639522000005 |
Q1 2022
|
196 |
2,156,899 |
MSFT, SPY, AAPL, GOOGL
|
13F-HR
|
4/21/2022 |
000112639522000004 |
Q4 2021
|
197 |
2,292,815 |
MSFT, SPY, AAPL, GOOGL
|
13F-HR
|
1/26/2022 |
000112639522000002 |
Q3 2021
|
185 |
2,070,441 |
SPY, MSFT, AAPL, GOOGL
|
13F-HR
|
10/19/2021 |
000112639521000007 |
Q2 2021
|
187 |
2,039,630 |
SPY, MSFT, AAPL, SPIB
|
13F-HR
|
7/20/2021 |
000112639521000006 |
Q1 2021
|
183 |
1,850,939 |
SPY, MSFT, AAPL, SPIB
|
13F-HR
|
4/27/2021 |
000112639521000003 |
Q4 2020
|
184 |
1,786,013 |
SPY, MSFT, AAPL, SPIB
|
13F-HR
|
1/20/2021 |
000112639521000001 |
Q3 2020
|
180 |
1,633,385 |
SPY, MSFT, AAPL, SPIB
|
13F-HR
|
10/30/2020 |
000112639520000009 |
Q2 2020
|
183 |
1,537,388 |
SPY, MSFT, AAPL, AMZN
|
RESTATEMENT
|
9/1/2020 |
000112639520000008 |
Q1 2020
|
174 |
1,343,183 |
SPY, MSFT, IEI, IEF
|
13F-HR
|
4/27/2020 |
000112639520000005 |
Q4 2019
|
191 |
1,721,784 |
SPY, IEI, MSFT, IEF
|
13F-HR
|
2/4/2020 |
000112639520000003 |
Q3 2019
|
194 |
1,603,333 |
SPY, IEI, MSFT, IEF
|
13F-HR
|
11/4/2019 |
000112639519000007 |
Q2 2019
|
202 |
1,572,057 |
SPY, IEI, MSFT, IEF
|
13F-HR
|
7/24/2019 |
000112639519000005 |
Q1 2019
|
193 |
1,491,855 |
SPY, IEF, SPIB, CWI
|
13F-HR
|
4/18/2019 |
000112639519000004 |
Q4 2018
|
193 |
1,338,903 |
SPY, TIP, LQD, AAPL
|
13F-HR
|
1/18/2019 |
000112639519000001 |
Q3 2018
|
209 |
1,532,846 |
SPY, AAPL, TIP, LQD
|
13F-HR
|
10/16/2018 |
000112639518000008 |
Q2 2018
|
203 |
1,463,646 |
SPY, TIP, LQD, AAPL
|
13F-HR
|
7/18/2018 |
000112639518000006 |
Q1 2018
|
205 |
1,429,881 |
GUGGENHEIM, SPY, LQD, TIP
|
13F-HR
|
4/9/2018 |
000112639518000003 |
Q4 2017
|
202 |
1,491,991 |
SPY, GUGGENHEIM, AAPL, JPM
|
13F-HR
|
1/22/2018 |
000112639518000002 |
Q3 2017
|
208 |
1,412,153 |
SPY, GUGGENHEIM, AAPL, JPM
|
13F-HR
|
10/24/2017 |
000112639517000007 |
Q2 2017
|
208 |
1,358,666 |
SPY, GUGGENHEIM, AAPL, XOM
|
13F-HR
|
7/27/2017 |
000112639517000006 |
Q1 2017
|
209 |
1,325,079 |
SPY, GUGGENHEIM, AAPL, XOM
|
13F-HR
|
4/17/2017 |
000112639517000003 |
Q4 2016
|
200 |
1,285,092 |
SPY, GUGGENHEIM, XOM, AAPL
|
13F-HR
|
1/18/2017 |
000112639517000002 |
Q3 2016
|
200 |
1,244,119 |
SPY, GUGGENHEIM, JNK, XOM
|
13F-HR
|
10/17/2016 |
000112639516000014 |
Q2 2016
|
205 |
1,237,950 |
SPY, GUGGENHEIM, JNK, GE
|
13F-HR
|
7/15/2016 |
000112639516000012 |
Q1 2016
|
208 |
1,226,237 |
SPY, GUGGENHEIM, JNK, AAPL
|
13F-HR
|
4/14/2016 |
000112639516000011 |
Q4 2015
|
201 |
1,201,257 |
SPY, JNK, IJH, AAPL
|
13F-HR
|
1/20/2016 |
000112639516000007 |
Q3 2015
|
203 |
1,146,998 |
SPY, JNK, IJH, AAPL
|
13F-HR
|
10/16/2015 |
000112639515000006 |
Q2 2015
|
207 |
1,238,148 |
SPY, JNK, IJH, AAPL
|
13F-HR
|
7/16/2015 |
000112639515000004 |
Q1 2015
|
212 |
1,248,568 |
SPY, JNK, IJH, AAPL
|
13F-HR
|
4/17/2015 |
000112639515000003 |
Q4 2014
|
214 |
1,260,030 |
IJH, SPY, JNK, AAPL
|
13F-HR
|
1/12/2015 |
000112639515000001 |
Q3 2014
|
212 |
1,237,356 |
IJH, IGIB, SPY, XOM
|
13F-HR
|
10/15/2014 |
000112639514000009 |
Q2 2014
|
222 |
1,234,884 |
IJH, IGIB, SPY, IGSB
|
13F-HR
|
7/16/2014 |
000112639514000005 |
Q1 2014
|
218 |
1,186,966 |
IJH, IGIB, SPY, IGSB
|
13F-HR
|
4/17/2014 |
000112639514000004 |
Q4 2013
|
194 |
1,173,617 |
IJH, SPY, IGIB, XOM
|
13F-HR
|
1/21/2014 |
000112639514000002 |