|
Q4 2023
|
27 |
183,902 |
DIA, SHW, MDYG, IWB
|
13F-HR
|
2/13/2024 |
000112977024000001 |
|
Q3 2023
|
26 |
168,580 |
DIA, SHW, MDYG, IWB
|
13F-HR
|
11/13/2023 |
000112977023000003 |
|
Q2 2023
|
26 |
188,940 |
DIA, SHW, MDYG, IWB
|
13F-HR
|
8/14/2023 |
000112977023000002 |
|
Q1 2023
|
22 |
100,929 |
DIA, IWB, QQQ, MDYG
|
13F-HR
|
5/10/2023 |
000112977023000001 |
|
Q2 2022
|
23 |
168,261 |
SHW, DIA, IWB, QQQ
|
13F-HR
|
8/15/2022 |
000112977022000003 |
|
Q1 2022
|
33 |
213,815 |
SHW, DIA, IWB, QQQ
|
13F-HR
|
5/12/2022 |
000112977022000002 |
|
Q4 2021
|
35 |
232,642 |
SHW, DIA, IWB, QQQ
|
13F-HR
|
2/14/2022 |
000112977022000001 |
|
Q3 2021
|
35 |
210,612 |
SHW, DIA, IWB, QQQ
|
13F-HR
|
11/15/2021 |
000112977021000006 |
|
Q2 2021
|
34 |
216,701 |
SHW, DIA, IWB, QQQ
|
13F-HR
|
8/11/2021 |
000112977021000004 |
|
Q1 2021
|
26 |
196,010 |
SHW, DIA, IWB, QQQ
|
13F-HR
|
5/13/2021 |
000112977021000003 |
|
Q4 2020
|
27 |
191,526 |
SHW, DIA, IWB, QQQ
|
13F-HR
|
2/11/2021 |
000112977021000002 |
|
Q3 2020
|
28 |
178,005 |
SHW, DIA, IWB, QQQ
|
13F-HR
|
11/10/2020 |
000112977020000002 |
|
Q4 2019
|
29 |
163,881 |
SHW, IWM, MDYG, QQQ
|
13F-HR
|
2/5/2020 |
000112977020000001 |
|
Q3 2019
|
31 |
155,187 |
SHW, IWM, MDYG, QQQ
|
13F-HR
|
11/14/2019 |
000112977019000004 |
|
Q2 2019
|
26 |
157,914 |
SHW, IWM, MDYG, QQQ
|
13F-HR
|
8/15/2019 |
000112977019000003 |
|
Q1 2019
|
35 |
119,114 |
IWM, SHW, MDYG, DIA
|
13F-HR
|
5/9/2019 |
000112977019000002 |
|
Q4 2018
|
30 |
51,788 |
SHW, DIA, IWM, MDYG
|
13F-HR
|
2/5/2019 |
000112977019000001 |
|
Q3 2018
|
41 |
227,304 |
DIA, SHW, MDYG, IWM
|
13F-HR
|
11/7/2018 |
000112977018000004 |
|
Q2 2018
|
38 |
220,933 |
SHW, DIA, MDYG, IWM
|
13F-HR
|
8/7/2018 |
000112977018000003 |
|
Q1 2018
|
36 |
213,830 |
DIA, SHW, MDYG, IWM
|
13F-HR
|
5/8/2018 |
000112977018000002 |
|
Q4 2017
|
38 |
225,920 |
DIA, SHW, MDYG, IWM
|
13F-HR
|
2/8/2018 |
000112977018000001 |
|
Q3 2017
|
32 |
212,483 |
SHW, DIA, MDYG, IWM
|
13F-HR
|
11/14/2017 |
000112977017000004 |
|
Q2 2017
|
32 |
205,162 |
SHW, DIA, MDYG, IWM
|
13F-HR
|
8/15/2017 |
000112977017000003 |
|
Q1 2017
|
36 |
204,876 |
SHW, DIA, MDYG, IWM
|
13F-HR
|
5/11/2017 |
000112977017000002 |
|
Q4 2016
|
37 |
196,069 |
SHW, DIA, MDYG, IWM
|
13F-HR
|
2/6/2017 |
000112977017000001 |
|
Q3 2016
|
38 |
190,753 |
SHW, DIA, MDYG, IWM
|
13F-HR
|
10/31/2016 |
000112977016000009 |
|
Q2 2016
|
44 |
187,161 |
SHW, DIA, MDYG, IWM
|
13F-HR
|
8/2/2016 |
000112977016000008 |
|
Q4 2015
|
58 |
201,889 |
SHW, MDYG, VTI, DIA
|
13F-HR
|
1/29/2016 |
000112977016000006 |
|
Q3 2015
|
12 |
16,319 |
SHW, MDYG, IWM, XHB
|
RESTATEMENT
|
10/30/2015 |
000112977015000005 |
|
Q2 2015
|
40 |
207,266 |
SHW, MDYG, IBB, IWM
|
13F-HR
|
7/17/2015 |
000112977015000003 |
|
Q1 2015
|
41 |
210,884 |
S P D R S&P 500 ETF TR EXPIRES 01/22/2118, MDYG, IBB, IWM
|
13F-HR
|
4/28/2015 |
000112977015000002 |
|
Q4 2014
|
58 |
214,107 |
S P D R S&P 500 ETF TR EXPIRING 01/22/2118, MDYG, IBB, IWM
|
13F-HR
|
1/27/2015 |
000112977015000001 |
|
Q3 2014
|
44 |
191,015 |
S P D R S&P 500 ETF TR EXPIRING 01/22/2118, MDYG, IBB, IWM
|
13F-HR
|
10/20/2014 |
000112977014000007 |
|
Q2 2014
|
62 |
204,611 |
S P D R S&P 500 ETF TR EXPIRING 01/22/2118, MDYG, IWM, IBB
|
13F-HR
|
7/29/2014 |
000112977014000005 |
|
Q1 2014
|
44 |
187,313 |
S P D R S&P 500 ETF TR EXPIRING 01/22/2118, MDYG, IWM, IBB
|
13F-HR
|
4/17/2014 |
000112977014000003 |
|
Q4 2013
|
50 |
192,693 |
S P D R S&P 500 ETF TR EXPIRING 01/22/2118, MDYG, IWM, IBB
|
13F-HR
|
2/7/2014 |
000112977014000002 |