|
Q4 2024
|
18 |
306,843 |
NVDA, XLF, VT, AAPL
|
13F-HR
|
2/6/2025 |
000110465925009939 |
|
Q3 2024
|
19 |
300,811 |
VT, NVDA, XLF, VFH
|
13F-HR
|
11/5/2024 |
000110465924114155 |
|
Q2 2024
|
25 |
289,999 |
VT, NVDA, XLF, XLV
|
13F-HR
|
8/7/2024 |
000110465924086620 |
|
Q1 2024
|
21 |
229,246 |
XLV, VT, XLK, VFH
|
13F-HR
|
5/9/2024 |
000110465924059524 |
|
Q4 2023
|
25 |
211,141 |
XLV, XLK, VT, VFH
|
13F-HR
|
2/9/2024 |
000110465924012638 |
|
Q3 2023
|
21 |
120,973 |
XLF, VFH, XLK, XLE
|
13F-HR
|
11/8/2023 |
000110465923115554 |
|
Q2 2023
|
25 |
421,576 |
VOO, VEA, XLF, XLE
|
13F-HR
|
8/9/2023 |
000110465923089134 |
|
Q1 2023
|
22 |
237,917 |
XLF, XLE, VFH, GTLB
|
13F-HR
|
5/10/2023 |
000110465923058087 |
|
Q4 2022
|
19 |
246,469 |
XLF, XLE, VFH, FISV
|
13F-HR
|
2/9/2023 |
000110465923017517 |
|
Q3 2022
|
22 |
241,552 |
XLF, GOOGL, AMZN, VFH
|
13F-HR
|
11/10/2022 |
000110465922117120 |
|
Q2 2022
|
22 |
278,224 |
XLF, TDG, XLE, VFH
|
13F-HR
|
8/5/2022 |
000110465922086484 |
|
Q1 2022
|
16 |
279,787 |
XLF, NIELSEN HLDGS PLC, VFH, FISV
|
13F-HR
|
5/10/2022 |
000110465922058038 |
|
Q4 2021
|
15 |
287,756 |
XLF, FISV, TDG, EBAY
|
13F-HR
|
2/4/2022 |
000110465922011793 |
|
Q3 2021
|
15 |
315,800 |
XLF, V, FISV, EBAY
|
13F-HR
|
11/5/2021 |
000110465921134845 |
|
Q2 2021
|
20 |
350,873 |
XLF, UPSTART HLDGS INC, EBAY, TDG
|
13F-HR
|
8/6/2021 |
000110465921101043 |
|
Q1 2021
|
20 |
328,837 |
XLF, VGK, NIELSEN HLDGS PLC, XLB
|
13F-HR
|
5/7/2021 |
000110465921062831 |
|
Q4 2020
|
19 |
304,387 |
XLF, GDRX, SE, VGK
|
13F-HR
|
2/5/2021 |
000110465921012657 |
|
Q3 2020
|
16 |
206,034 |
XLF, SE, NFLX, TDG
|
13F-HR
|
11/6/2020 |
000110465920122195 |
|
Q2 2020
|
10 |
182,338 |
XLF, SE, TDG, OTIS
|
13F-HR
|
8/7/2020 |
000110465920091792 |
|
Q1 2020
|
11 |
151,246 |
XLF, NFLX, SE, NKE
|
13F-HR
|
5/8/2020 |
000110465920058432 |
|
Q4 2019
|
11 |
224,362 |
XLF, NKE, SE, V
|
13F-HR
|
2/7/2020 |
000110465920012270 |
|
Q3 2019
|
9 |
131,075 |
XLF, VOO, XLE, XLV
|
13F-HR
|
11/8/2019 |
000110465919061409 |
|
Q2 2019
|
11 |
181,374 |
XLF, SPY, VOO, XLV
|
13F-HR
|
8/12/2019 |
000114420419039045 |
|
Q1 2019
|
13 |
253,913 |
XLF, SPY, XLE, XLV
|
13F-HR
|
5/10/2019 |
000114420419025088 |
|
Q4 2018
|
10 |
287,879 |
XLK, XLF, SPY, XLE
|
13F-HR
|
2/8/2019 |
000114420419005712 |
|
Q3 2018
|
7 |
186,223 |
VOO, XLE, XLF, IWM
|
13F-HR
|
11/9/2018 |
000114420418058516 |
|
Q2 2018
|
5 |
215,153 |
VOO, XLE, XLF, VEA
|
13F-HR
|
8/10/2018 |
000114420418043461 |
|
Q1 2018
|
9 |
173,939 |
VOO, XLE, VEA, XLF
|
13F-HR
|
5/14/2018 |
000114420418027814 |
|
Q4 2017
|
6 |
92,053 |
XLE, VOO, XLF, WISDOMTREE TR
|
13F-HR
|
2/9/2018 |
000114420418006781 |
|
Q3 2017
|
8 |
160,175 |
VGK, XLE, XLF, DXJ
|
13F-HR
|
11/13/2017 |
000114420417058017 |
|
Q2 2017
|
5 |
149,775 |
XLF, VGK, XLE, TERRAVIA HLDGS INC NOTE 5.000 percent 10/0
|
13F-HR
|
8/11/2017 |
000114420417042224 |
|
Q1 2017
|
4 |
191,762 |
XLF, VGK, VPL, XLE
|
13F-HR
|
5/12/2017 |
000114420417026651 |
|
Q4 2016
|
3 |
193,578 |
XLF, VGK, VEA
|
13F-HR
|
2/10/2017 |
000114420417007225 |
|
Q3 2016
|
2 |
96,538 |
VGK, VEA
|
13F-HR
|
11/9/2016 |
000114420416132577 |
|
Q2 2016
|
2 |
102,811 |
VGK, VEA
|
13F-HR
|
8/12/2016 |
000114420416118502 |
|
Q1 2016
|
2 |
196,020 |
VEA, VGK
|
13F-HR
|
5/12/2016 |
000114420416101021 |
|
Q4 2015
|
3 |
220,100 |
VEA, VGK, VPL
|
13F-HR
|
2/12/2016 |
000114420416081207 |
|
Q3 2015
|
2 |
184,180 |
VEA, VPL
|
13F-HR
|
11/12/2015 |
000114420415064519 |
|
Q2 2015
|
3 |
249,963 |
VEA, VWO, VPL
|
13F-HR
|
8/10/2015 |
000114420415047667 |
|
Q1 2015
|
4 |
377,275 |
VEA, VWO, VPL, VGK
|
13F-HR
|
5/12/2015 |
000114420415029597 |
|
Q4 2014
|
5 |
374,141 |
VEA, VWO, VEU, VPL
|
13F-HR
|
2/12/2015 |
000114420415008203 |
|
Q3 2014
|
3 |
312,276 |
VEA, VWO, VEU
|
13F-HR
|
11/12/2014 |
000114420414066944 |
|
Q2 2014
|
3 |
327,722 |
VEA, VWO, VEU
|
13F-HR
|
8/14/2014 |
000114420414049826 |
|
Q1 2014
|
19 |
74,115 |
VEA, VWO, PBR, BCE INC
|
13F-HR
|
5/7/2014 |
000114420414028075 |
|
Q4 2013
|
20 |
113,154 |
VWO, VT, EEM, PBR
|
13F-HR
|
2/7/2014 |
000114420414006829 |