Q3 2024
|
193 |
725,408 |
NVDA, AGG, FLMI, AAPL
|
13F-HR
|
10/30/2024 |
000117595424000011 |
Q2 2024
|
358 |
719,218 |
NVDA, AGG, EMXC, AAPL
|
13F-HR
|
7/19/2024 |
000117595424000009 |
Q1 2024
|
335 |
701,547 |
NVDA, AGG, SPY, EMXC
|
13F-HR
|
4/11/2024 |
000117595424000006 |
Q4 2023
|
351 |
645,207 |
NVDA, AGG, AAPL, SPY
|
13F-HR
|
1/9/2024 |
000117595424000002 |
Q3 2023
|
334 |
575,216 |
NVDA, AGG, SPY, AAPL
|
13F-HR
|
10/10/2023 |
000117595423000009 |
Q2 2023
|
324 |
590,030 |
NVDA, AGG, AAPL, SPY
|
13F-HR
|
7/13/2023 |
000117595423000007 |
Q1 2023
|
427 |
561,963 |
NVDA, AGG, AAPL, SPY
|
13F-HR
|
4/13/2023 |
000117595423000005 |
Q4 2022
|
335 |
529,941 |
AGG, SPY, VWO, NVDA
|
13F-HR
|
1/18/2023 |
000117595423000002 |
Q3 2022
|
311 |
465,079 |
VWO, SPY, AAPL, NVDA
|
13F-HR
|
10/20/2022 |
000117595422000009 |
Q2 2022
|
319 |
490,444 |
VWO, SPY, NVDA, AAPL
|
13F-HR
|
7/22/2022 |
000117595422000007 |
Q1 2022
|
312 |
626,548 |
AGG, NVDA, VWO, VWOB
|
13F-HR
|
4/18/2022 |
000117595422000005 |
Q4 2021
|
319 |
647,975 |
NVDA, VWOB, SPY, AAPL
|
13F-HR
|
1/18/2022 |
000117595422000002 |
Q3 2021
|
300 |
608,431 |
VWOB, NVDA, AGG, SPY
|
13F-HR
|
10/19/2021 |
000117595421000010 |
Q2 2021
|
291 |
619,362 |
VWOB, NVDA, AGG, VWO
|
13F-HR
|
7/16/2021 |
000117595421000008 |
Q1 2021
|
283 |
586,093 |
VWOB, AGG, VWO, SPY
|
13F-HR
|
4/20/2021 |
000117595421000005 |
Q4 2020
|
274 |
578,896 |
AGG, VWOB, SPY, VWO
|
13F-HR
|
1/12/2021 |
000117595421000002 |
Q3 2020
|
303 |
534,234 |
AGG, VWOB, SPY, NVDA
|
13F-HR
|
10/8/2020 |
000117595420000013 |
Q2 2020
|
256 |
506,457 |
AGG, VWOB, VNQ, SPY
|
13F-HR
|
7/15/2020 |
000117595420000011 |
Q1 2020
|
252 |
415,455 |
AGG, VWOB, VNQ, SPY
|
RESTATEMENT
|
4/14/2020 |
000117595420000009 |
Q4 2019
|
257 |
506,244 |
VNQ, AGG, VWOB, SPY
|
13F-HR
|
1/13/2020 |
000117595420000004 |
Q3 2019
|
291 |
464,920 |
VWOB, VNQ, AGG, SPY
|
13F-HR
|
10/23/2019 |
000117595419000011 |
Q2 2019
|
260 |
443,831 |
VWOB, VNQ, SPY, EFA
|
13F-HR
|
7/16/2019 |
000117595419000008 |
Q1 2019
|
267 |
445,637 |
VWOB, VNQ, SPY, EFA
|
13F-HR
|
4/22/2019 |
000117595419000005 |
Q4 2018
|
267 |
396,430 |
VWOB, SPY, AGG, IWM
|
13F-HR
|
1/17/2019 |
000117595419000002 |
Q3 2018
|
264 |
432,410 |
SPY, VWOB, VNQ, IWM
|
13F-HR
|
11/23/2018 |
000117595418000008 |
Q2 2018
|
261 |
401,741 |
SPY, IWM, AMZN, ADBE
|
13F-HR
|
7/17/2018 |
000117595418000006 |
Q1 2018
|
262 |
400,546 |
SPY, IWM, VNQ, AGG
|
13F-HR
|
4/27/2018 |
000117595418000004 |
Q4 2017
|
264 |
414,642 |
VNQ, SPY, SCZ, MAS
|
13F-HR
|
1/16/2018 |
000117595418000002 |
Q3 2017
|
266 |
402,315 |
VNQ, SPY, SCZ, V
|
13F-HR
|
10/13/2017 |
000117595417000010 |
Q2 2017
|
273 |
385,239 |
VNQ, SPY, SCZ, MAS
|
13F-HR
|
7/11/2017 |
000117595417000008 |
Q1 2017
|
326 |
386,355 |
VNQ, SPY, SCZ, V
|
13F-HR
|
4/28/2017 |
000117595417000005 |
Q4 2016
|
320 |
374,178 |
VNQ, SPY, NVDA, EFAV
|
13F-HR
|
1/20/2017 |
000117595417000002 |
Q3 2016
|
322 |
355,953 |
VNQ, SPY, V, CELG
|
13F-HR
|
10/7/2016 |
000117595416000015 |
Q2 2016
|
314 |
347,772 |
VNQ, SPY, CELG, EFA
|
13F-HR
|
7/11/2016 |
000117595416000012 |
Q1 2016
|
353 |
358,078 |
VNQ, SPY, V, AGN
|
13F-HR
|
4/11/2016 |
000117595416000010 |
Q4 2015
|
363 |
345,976 |
VNQ, SPY, AGN, V
|
13F-HR
|
1/12/2016 |
000117595416000009 |
Q3 2015
|
394 |
303,209 |
VNQ, V, AGN, AAPL
|
13F-HR
|
10/13/2015 |
000117595415000008 |
Q2 2015
|
390 |
314,471 |
VNQ, AGN, AAPL, V
|
13F-HR
|
7/30/2015 |
000117595415000006 |
Q1 2015
|
334 |
300,556 |
VNQ, ACTAVIS PLC EUR 1.0, AAPL, CELG
|
13F-HR
|
4/21/2015 |
000117595415000004 |
Q4 2014
|
321 |
291,771 |
VNQ, CELG, V, MU
|
13F-HR
|
1/27/2015 |
000117595415000002 |
Q3 2014
|
299 |
264,418 |
VNQ, CELG, ACTAVIS PLC EUR 1.0, V
|
13F-HR
|
10/16/2014 |
000117595414000007 |
Q2 2014
|
311 |
258,611 |
VNQ, EFA, CELG, V
|
13F-HR
|
9/11/2014 |
000117595414000005 |
Q1 2014
|
308 |
255,987 |
VNQ, V, ACTAVIS PLC EUR 1.0, CELG
|
13F-HR
|
4/7/2014 |
000117595414000003 |
Q4 2013
|
311 |
258,611 |
VNQ, EFA, CELG, V
|
13F-HR
|
3/13/2014 |
000117595414000002 |