|
Q3 2024
|
374 |
817,569 |
VOO, IVV, KO, SCHX
|
13F-HR
|
11/1/2024 |
000139834424019807 |
|
Q2 2024
|
377 |
836,304 |
VOO, IVV, KO, GOOG
|
13F-HR
|
7/30/2024 |
000139834424013279 |
|
Q1 2024
|
379 |
893,087 |
VOO, IVV, AMZN, PEP
|
13F-HR
|
5/8/2024 |
000139834424009009 |
|
Q4 2023
|
353 |
702,918 |
IVV, KO, PEP, SUB
|
13F-HR
|
2/6/2024 |
000139834424002159 |
|
Q3 2023
|
485 |
656,641 |
IVV, PEP, KO, SUB
|
13F-HR
|
10/23/2023 |
000139834423019583 |
|
Q2 2023
|
328 |
684,096 |
IVV, PEP, SUB, KO
|
13F-HR
|
8/9/2023 |
000139834423014353 |
|
Q1 2023
|
318 |
654,529 |
GBIL, SUB, IVV, PEP
|
RESTATEMENT
|
5/26/2023 |
000139834423010491 |
|
Q4 2022
|
309 |
638,971 |
SUB, IVV, GBIL, KO
|
13F-HR
|
3/8/2023 |
000139834423005772 |
|
Q3 2022
|
300 |
598,912 |
SUB, GBIL, IVV, PEP
|
13F-HR
|
11/1/2022 |
000139834422021159 |
|
Q2 2022
|
303 |
607,553 |
SUB, IVV, KO, PEP
|
13F-HR
|
7/27/2022 |
000139834422014134 |
|
Q1 2022
|
352 |
725,418 |
IVV, MUB, KO, PEP
|
13F-HR
|
5/2/2022 |
000139834422008575 |
|
Q4 2021
|
373 |
805,771 |
MUB, IVV, PEP, VCSH
|
13F-HR
|
1/20/2022 |
000139834422000810 |
|
Q3 2021
|
365 |
737,025 |
IVV, VCSH, PEP, MUB
|
13F-HR
|
10/15/2021 |
000139834421020008 |
|
Q2 2021
|
359 |
742,091 |
IVV, VCSH, PEP, MUB
|
13F-HR
|
8/3/2021 |
000139834421015381 |
|
Q1 2021
|
330 |
679,735 |
IVV, PEP, KO, MUB
|
13F-HR
|
4/23/2021 |
000139834421008475 |
|
Q4 2020
|
332 |
661,456 |
IVV, PEP, KO, VCSH
|
13F-HR
|
1/13/2021 |
000139834421000752 |
|
Q3 2020
|
295 |
574,915 |
IVV, PEP, KO, VCSH
|
13F-HR
|
10/26/2020 |
000139834420020686 |
|
Q2 2020
|
258 |
499,785 |
VCSH, IVV, PEP, KO
|
13F-HR
|
7/17/2020 |
000139834420013986 |
|
Q1 2020
|
271 |
477,355 |
BIL, KO, PEP, IVV
|
13F-HR
|
4/28/2020 |
000139834420008574 |
|
Q4 2019
|
312 |
523,273 |
VCSH, IVV, V, IWF
|
13F-HR
|
1/24/2020 |
000139834420001197 |
|
Q3 2019
|
292 |
486,343 |
VCSH, V, IVV, IWF
|
13F-HR
|
10/28/2019 |
000139834419018588 |
|
Q2 2019
|
312 |
487,150 |
V, IVV, IWF, CPRT
|
13F-HR
|
7/12/2019 |
000139834419011887 |
|
Q1 2019
|
313 |
461,936 |
V, IVV, IWF, NKE
|
13F-HR
|
5/13/2019 |
000139834419008673 |
|
Q4 2018
|
274 |
371,144 |
V, IVV, IWF, NKE
|
13F-HR
|
1/11/2019 |
000139834419000541 |
|
Q3 2018
|
331 |
483,226 |
IWF, V, IVV, AAPL
|
13F-HR
|
10/15/2018 |
000139834418014913 |
|
Q2 2018
|
303 |
427,258 |
IWF, V, IVV, NKE
|
13F-HR
|
7/26/2018 |
000139834418010547 |
|
Q1 2018
|
307 |
416,181 |
IWF, V, IVV, NKE
|
13F-HR
|
4/9/2018 |
000139834418005312 |
|
Q4 2017
|
320 |
424,214 |
IWF, V, IVV, META
|
13F-HR
|
1/12/2018 |
000139834418000573 |
|
Q3 2017
|
302 |
396,498 |
IWF, V, IVV, META
|
13F-HR
|
10/12/2017 |
000139834417013001 |
|
Q2 2017
|
292 |
378,439 |
IWF, V, IVV, NKE
|
13F-HR
|
7/19/2017 |
000139834417008839 |
|
Q1 2017
|
289 |
376,619 |
IWF, V, PZZA, IVV
|
13F-HR
|
4/10/2017 |
000139834417004692 |
|
Q4 2016
|
275 |
356,304 |
PZZA, IWF, V, IVV
|
13F-HR
|
2/3/2017 |
000139834417001332 |
|
Q3 2016
|
263 |
354,615 |
IWF, PZZA, V, IVV
|
13F-HR
|
11/18/2016 |
000139834416020889 |
|
Q2 2016
|
255 |
344,189 |
IWF, PZZA, V, IGSB
|
13F-HR
|
8/15/2016 |
000139834416016795 |
|
Q1 2016
|
237 |
325,222 |
IWF, IGSB, V, NKE
|
13F-HR
|
5/13/2016 |
000139834416013348 |
|
Q4 2015
|
230 |
330,682 |
SPY, IGSB, V, NKE
|
13F-HR
|
2/1/2016 |
000139834416009416 |
|
Q3 2015
|
208 |
295,697 |
IGSB, PZZA, NKE, V
|
13F-HR
|
11/13/2015 |
000139834415007632 |
|
Q2 2015
|
233 |
365,880 |
IGSB, PZZA, PRF, AGN
|
13F-HR
|
8/31/2015 |
000139834415005862 |
|
Q1 2015
|
239 |
362,179 |
IGSB, PRF, PZZA, ACTAVIS PLC
|
13F-HR
|
5/5/2015 |
000139834415003048 |
|
Q4 2014
|
246 |
383,234 |
PZZA, IGSB, ESRX, NKE
|
13F-HR
|
2/20/2015 |
000139834415001127 |
|
Q3 2014
|
241 |
367,620 |
ECL, IGSB, ACTAVIS PLC, PZZA
|
13F-HR
|
11/17/2014 |
000139834414005939 |
|
Q2 2014
|
261 |
372,616 |
IGSB, PZZA, ECL, ACTAVIS PLC
|
13F-HR
|
9/18/2014 |
000139834414004917 |
|
Q1 2014
|
245 |
357,367 |
TIP, PZZA, ECL, ESRX
|
13F-HR
|
6/2/2014 |
000139834414003081 |
|
Q4 2013
|
263 |
362,514 |
IGSB, PZZA, ECL, V
|
13F-HR
|
2/21/2014 |
000139834414001149 |