|
Q4 2023
|
2,295 |
851,247 |
AAPL, MSFT, SPY, AMZN
|
13F-HR
|
1/24/2024 |
000127755724000001 |
|
Q3 2023
|
2,304 |
757,997 |
AAPL, MSFT, SPY, AMZN
|
13F-HR
|
10/18/2023 |
000127755723000004 |
|
Q2 2023
|
2,284 |
792,856 |
AAPL, MSFT, SPY, AMZN
|
13F-HR
|
7/28/2023 |
000127755723000003 |
|
Q1 2023
|
2,273 |
733,559 |
AAPL, MSFT, SPY, AMZN
|
13F-HR
|
4/12/2023 |
000127755723000002 |
|
Q4 2022
|
2,220 |
673,899 |
AAPL, MSFT, SPY, JNJ
|
13F-HR
|
1/18/2023 |
000127755723000001 |
|
Q3 2022
|
2,076 |
615,635 |
AAPL, MSFT, AMZN, SPY
|
13F-HR
|
10/17/2022 |
000127755722000017 |
|
Q2 2022
|
2,162 |
643,996 |
AAPL, MSFT, SPY, AMZN
|
RESTATEMENT
|
9/16/2022 |
000127755722000016 |
|
Q1 2022
|
348 |
640,288 |
AAPL, MSFT, AMZN, IVV
|
13F-HR
|
4/12/2022 |
000127755722000002 |
|
Q4 2021
|
376 |
724,349 |
AAPL, MSFT, AMZN, JPM
|
13F-HR
|
1/10/2022 |
000127755722000001 |
|
Q3 2021
|
397 |
687,016 |
AAPL, MSFT, IVV, AMZN
|
13F-HR
|
10/6/2021 |
000127755721000004 |
|
Q2 2021
|
397 |
660,095 |
AAPL, MSFT, IVV, AMZN
|
13F-HR
|
7/7/2021 |
000127755721000003 |
|
Q1 2021
|
388 |
615,681 |
AAPL, MSFT, IVV, AMZN
|
13F-HR
|
4/6/2021 |
000127755721000002 |
|
Q4 2020
|
367 |
593,706 |
AAPL, MSFT, IVV, AMZN
|
13F-HR
|
1/5/2021 |
000127755721000001 |
|
Q3 2020
|
360 |
518,339 |
AAPL, MSFT, AMZN, IVV
|
13F-HR
|
10/1/2020 |
000127755720000004 |
|
Q2 2020
|
354 |
476,929 |
AAPL, MSFT, AMZN, IVV
|
13F-HR
|
7/7/2020 |
000127755720000003 |
|
Q1 2020
|
336 |
386,440 |
MSFT, AAPL, K, IVV
|
13F-HR
|
4/7/2020 |
000127755720000002 |
|
Q4 2019
|
377 |
539,008 |
AAPL, MSFT, SPY, K
|
13F-HR
|
1/2/2020 |
000127755720000001 |
|
Q3 2019
|
368 |
507,252 |
MSFT, AAPL, K, SPY
|
13F-HR
|
10/1/2019 |
000127755719000004 |
|
Q2 2019
|
373 |
495,884 |
MSFT, AAPL, SPY, K
|
13F-HR
|
7/2/2019 |
000127755719000003 |
|
Q1 2019
|
357 |
480,719 |
MSFT, AAPL, IVV, K
|
13F-HR
|
4/2/2019 |
000127755719000002 |
|
Q4 2018
|
348 |
421,061 |
K, MSFT, IVV, AAPL
|
13F-HR
|
1/3/2019 |
000127755719000001 |
|
Q3 2018
|
373 |
490,112 |
AAPL, MSFT, IVV, K
|
13F-HR
|
10/9/2018 |
000127755718000006 |
|
Q2 2018
|
370 |
461,321 |
IVV, K, AAPL, MSFT
|
13F-HR
|
7/3/2018 |
000127755718000005 |
|
Q1 2018
|
362 |
457,494 |
IVV, K, MSFT, AAPL
|
13F-HR
|
4/3/2018 |
000127755718000003 |
|
Q4 2017
|
361 |
472,564 |
IVV, K, AAPL, SPY
|
13F-HR
|
1/16/2018 |
000127755718000001 |
|
Q3 2017
|
370 |
459,459 |
IVV, K, AAPL, SPY
|
13F-HR
|
10/12/2017 |
000127755717000004 |
|
Q2 2017
|
364 |
458,547 |
IVV, K, AAPL, SPY
|
13F-HR
|
7/11/2017 |
000127755717000003 |
|
Q1 2017
|
352 |
432,606 |
IVV, K, AAPL, SPY
|
13F-HR
|
4/13/2017 |
000127755717000002 |
|
Q4 2016
|
313 |
417,707 |
IVV, K, XOM, MSFT
|
13F-HR
|
1/17/2017 |
000127755717000001 |
|
Q3 2016
|
321 |
410,298 |
IVV, K, XOM, AAPL
|
13F-HR
|
10/13/2016 |
000127755716000009 |
|
Q2 2016
|
308 |
384,441 |
K, XOM, NOC, AAPL
|
13F-HR
|
7/19/2016 |
000127755716000008 |
|
Q1 2016
|
309 |
369,191 |
K, XOM, AAPL, NOC
|
13F-HR
|
4/18/2016 |
000127755716000007 |
|
Q4 2015
|
304 |
351,099 |
K, XOM, AAPL, MSFT
|
13F-HR
|
1/19/2016 |
000127755716000006 |
|
Q3 2015
|
312 |
333,837 |
K, XOM, AAPL, MSFT
|
13F-HR
|
10/27/2015 |
000127755715000005 |
|
Q2 2015
|
322 |
348,857 |
K, XOM, AAPL, JPM
|
13F-HR
|
7/10/2015 |
000127755715000004 |
|
Q1 2015
|
321 |
349,209 |
K, XOM, AAPL, JNJ
|
13F-HR
|
4/9/2015 |
000127755715000003 |
|
Q4 2014
|
299 |
315,350 |
K, XOM, AAPL, JNJ
|
13F-HR
|
1/28/2015 |
000127755715000002 |
|
Q3 2014
|
2,007 |
294,554 |
XOM, JNJ, MO, Hardscuffle Inc Cl A Non Voting Common Stock
|
13F-HR
|
10/9/2014 |
000127755714000010 |
|
Q2 2014
|
2,009 |
307,119 |
XOM, GE, JNJ, CVX
|
13F-HR
|
7/22/2014 |
000127755714000009 |
|
Q1 2014
|
1,887 |
265,186 |
XOM, Hardscuffle Inc Cl A Non Voting Common Stock, JNJ, GE
|
13F-HR
|
4/7/2014 |
000127755714000003 |
|
Q4 2013
|
1,807 |
248,609 |
XOM, GE, Hardscuffle Inc Cl A Non Voting Common Stock, CVX
|
13F-HR
|
1/8/2014 |
000127755714000002 |