|
Q3 2024
|
823 |
1,565,762 |
AAPL, MSFT, GLD, LQD
|
13F-HR
|
11/14/2024 |
000110465924118931 |
|
Q2 2024
|
599 |
865,567 |
AAPL, LQD, MSFT, SPY
|
13F-HR
|
8/14/2024 |
000110465924089648 |
|
Q1 2024
|
624 |
968,780 |
SPY puts, AAPL, LQD, MSFT
|
13F-HR
|
5/15/2024 |
000110465924061896 |
|
Q4 2023
|
586 |
882,109 |
AAPL, LQD, HYG, GLD
|
13F-HR
|
2/12/2024 |
000110465924013492 |
|
Q3 2023
|
578 |
857,264 |
CAT calls, LQD, VMW, SMH calls
|
13F-HR
|
11/14/2023 |
000110465923118114 |
|
Q2 2023
|
564 |
822,159 |
AAPL, GLD, SHV, LQD
|
13F-HR
|
8/14/2023 |
000110465923091376 |
|
Q1 2023
|
536 |
761,192 |
SHV, GLD, JPST, SMH puts
|
13F-HR
|
5/15/2023 |
000110465923060780 |
|
Q4 2022
|
529 |
780,272 |
SHV, AAPL, JPST, GLD
|
13F-HR
|
2/14/2023 |
000110465923021646 |
|
Q3 2022
|
510 |
738,924 |
AAPL, SHV, MBB, JPST
|
13F-HR
|
11/14/2022 |
000110465922118577 |
|
Q2 2022
|
516 |
755,415 |
MINT, MBB, AAPL, GLD
|
13F-HR
|
8/15/2022 |
000110465922091264 |
|
Q1 2022
|
548 |
888,021 |
AGG, AAPL, GLD, SPY
|
13F-HR
|
5/16/2022 |
000110465922061342 |
|
Q4 2021
|
589 |
962,121 |
AAPL, MSFT, IWR, LQD
|
13F-HR
|
2/14/2022 |
000110465922021514 |
|
Q3 2021
|
592 |
912,470 |
AAPL, LQD, DELL, MBB
|
13F-HR
|
11/15/2021 |
000110465921139220 |
|
Q2 2021
|
558 |
887,686 |
AAPL, LQD, MBB, DELL
|
13F-HR
|
8/16/2021 |
000110465921106286 |
|
Q1 2021
|
515 |
774,846 |
AAPL, LQD, MBB, DELL
|
13F-HR
|
5/17/2021 |
000110465921068167 |
|
Q4 2020
|
488 |
714,608 |
AAPL, LQD, MBB, IWR
|
13F-HR
|
2/16/2021 |
000110465921024152 |
|
Q3 2020
|
419 |
589,523 |
AAPL, MBB, LQD, GLD
|
13F-HR
|
11/16/2020 |
000110465920125843 |
|
Q2 2020
|
386 |
541,543 |
LQD, AAPL, MBB, TIP
|
13F-HR
|
8/14/2020 |
000110465920095582 |
|
Q1 2020
|
345 |
415,026 |
MBB, SHY, LQD, GLD
|
13F-HR
|
5/15/2020 |
000110465920062664 |
|
Q4 2019
|
410 |
534,977 |
LQD, TIP, MBB, SPY
|
13F-HR
|
2/14/2020 |
000110465920021879 |
|
Q3 2019
|
398 |
527,042 |
TIP, LQD, TLT, MBB
|
13F-HR
|
11/14/2019 |
000110465919064259 |
|
Q2 2019
|
380 |
471,730 |
TIP, TLT, BBN, VTI
|
13F-HR
|
8/14/2019 |
000110465919045939 |
|
Q1 2019
|
381 |
470,953 |
MBB, BBN, TLT, SPY puts
|
13F-HR
|
5/15/2019 |
000110465919029739 |
|
Q4 2018
|
340 |
402,944 |
SPY, SHY, BBN, LQD
|
13F-HR
|
2/14/2019 |
000110465919008757 |
|
Q3 2018
|
422 |
476,497 |
FLOT, SPY, TLT, MBB
|
13F-HR
|
11/14/2018 |
000110465918068468 |
|
Q2 2018
|
413 |
472,156 |
SHY, TLT, FLOT, SPY puts
|
13F-HR
|
8/14/2018 |
000110465918051965 |
|
Q1 2018
|
402 |
572,024 |
MINT, BND, BNDX, VTV
|
13F-HR
|
5/15/2018 |
000110465918033468 |
|
Q4 2017
|
330 |
443,519 |
TLT, LQD, BNDX, AAPL
|
13F-HR
|
2/14/2018 |
000110465918009720 |
|
Q3 2017
|
278 |
330,128 |
SPY, IWF, QQQ, EFA
|
13F-HR
|
11/14/2017 |
000110465917068499 |
|
Q2 2017
|
311 |
340,729 |
AAPL, IWB, SPY, QQQ
|
13F-HR
|
8/14/2017 |
000110465917051782 |
|
Q1 2017
|
319 |
332,339 |
AAPL, SPY, IDV, IWS
|
13F-HR
|
5/15/2017 |
000110465917032786 |
|
Q4 2016
|
316 |
319,175 |
AAPL, SPY, IDV, IWN
|
13F-HR
|
2/14/2017 |
000110465917009262 |
|
Q3 2016
|
306 |
317,678 |
AAPL, IDV, SPY, T
|
13F-HR
|
11/14/2016 |
000110465916156910 |
|
Q2 2016
|
293 |
314,578 |
IGSB, IDV, AAPL, T
|
13F-HR
|
8/15/2016 |
000110465916139753 |
|
Q1 2016
|
294 |
319,538 |
IGSB, AAPL, SPY, POWERSHARES ETF TRUST II
|
13F-HR
|
5/16/2016 |
000110465916121364 |
|
Q4 2015
|
318 |
344,029 |
IGSB, AAPL, POWERSHARES ETF TRUST II, SPY
|
13F-HR
|
2/16/2016 |
000110465916097321 |
|
Q3 2015
|
326 |
341,990 |
IGSB, AAPL, POWERSHARES ETF TRUST II, KYN
|
13F-HR
|
11/16/2015 |
000110465915079279 |
|
Q2 2015
|
320 |
367,462 |
IGSB, POWERSHARES ETF TRUST II, PFF, DXJ
|
13F-HR
|
8/14/2015 |
000110465915060039 |
|
Q1 2015
|
334 |
391,399 |
IGSB, AAPL, POWERSHARES ETF TRUST II, KYN
|
13F-HR
|
5/15/2015 |
000110465915038672 |
|
Q4 2014
|
202 |
289,593 |
SWS, IGSB, POWERSHARES ETF TRUST II, KYN
|
13F-HR
|
2/17/2015 |
000110465915011254 |
|
Q3 2014
|
193 |
217,966 |
IGSB, SWS, POWERSHARES ETF TRUST II, KYN
|
13F-HR
|
11/14/2014 |
000110465914080971 |
|
Q2 2014
|
1 |
262 |
C
|
NEW HOLDINGS
|
2/17/2015 |
000110465915011081 |
|
Q2 2014
|
222 |
214,144 |
SWS, IGSB, KYN, SDY
|
13F-HR
|
8/14/2014 |
000110465914061039 |
|
Q1 2014
|
1 |
263 |
C
|
NEW HOLDINGS
|
2/17/2015 |
000110465915011078 |
|
Q1 2014
|
220 |
200,546 |
SWS, IGSB, KYN, SDY
|
13F-HR
|
5/15/2014 |
000110465914039357 |
|
Q4 2013
|
1 |
289 |
C
|
NEW HOLDINGS
|
2/17/2015 |
000110465915011076 |
|
Q4 2013
|
227 |
195,341 |
IGSB, SWS, HTH, KYN
|
13F-HR
|
2/14/2014 |
000110465914010612 |
|
Q3 2013
|
1 |
291 |
C
|
NEW HOLDINGS
|
2/17/2015 |
000110465915011075 |
|
Q2 2013
|
1 |
269 |
C
|
NEW HOLDINGS
|
2/17/2015 |
000110465915011072 |
|
Q1 2013
|
1 |
235 |
C
|
NEW HOLDINGS
|
2/17/2015 |
000110465915011070 |
|
Q4 2012
|
1 |
210 |
C
|
NEW HOLDINGS
|
2/17/2015 |
000110465915011067 |