|
Q4 2024
|
642 |
231,038 |
IVV, XLK, XLV, SPY
|
13F-HR
|
1/21/2025 |
000134818325000001 |
|
Q3 2024
|
707 |
289,717 |
SMCP, IVV, XLV, XLK
|
13F-HR
|
10/16/2024 |
000134818324000006 |
|
Q2 2024
|
773 |
287,727 |
SMCP, IVV, PG, XLK
|
13F-HR
|
7/17/2024 |
000134818324000004 |
|
Q1 2024
|
742 |
284,428 |
SMCP, IVV, XLV, XLK
|
13F-HR
|
4/18/2024 |
000134818324000002 |
|
Q4 2023
|
739 |
263,366 |
SMCP, IVV, SPY, XLK
|
13F-HR
|
1/19/2024 |
000134818324000001 |
|
Q3 2023
|
750 |
233,354 |
SMCP, IVV, SPY, XLV
|
13F-HR
|
10/31/2023 |
000134818323000004 |
|
Q2 2023
|
637 |
216,893 |
SMCP, SPY, IWO, XLK
|
13F-HR
|
7/28/2023 |
000134818323000003 |
|
Q1 2023
|
634 |
222,582 |
SMCP, SPY, XLV, XLK
|
13F-HR
|
5/4/2023 |
000134818323000002 |
|
Q4 2022
|
605 |
199,403 |
SMCP, IWN, XLV, PG
|
13F-HR
|
2/6/2023 |
000134818323000001 |
|
Q3 2022
|
719 |
201,964 |
SMCP, SPY, IWN, XLV
|
13F-HR
|
11/14/2022 |
000134818322000004 |
|
Q2 2022
|
656 |
216,499 |
SMCP, SPY, IWN, XLV
|
13F-HR
|
8/11/2022 |
000134818322000003 |
|
Q1 2022
|
643 |
270,250 |
SMCP, SPY, IWN, XLV
|
13F-HR
|
5/2/2022 |
000134818322000002 |
|
Q4 2021
|
603 |
285,945 |
SMCP, SPY, IWN, XLK
|
13F-HR
|
2/9/2022 |
000134818322000001 |
|
Q3 2021
|
606 |
276,573 |
SMCP, SPY, IWN, XLV
|
13F-HR
|
11/5/2021 |
000134818321000004 |
|
Q2 2021
|
587 |
274,120 |
SMCP, SPY, IWN, XLV
|
13F-HR
|
8/6/2021 |
000134818321000003 |
|
Q1 2021
|
568 |
262,125 |
SMCP, IWN, SPY, XLV
|
13F-HR
|
4/29/2021 |
000134818321000002 |
|
Q4 2020
|
532 |
261,558 |
SMCP, IWN, IBDM, SPY
|
13F-HR
|
2/1/2021 |
000134818321000001 |
|
Q3 2020
|
561 |
241,397 |
IBDM, SMCP, MINT, IWN
|
13F-HR
|
11/6/2020 |
000134818320000004 |
|
Q2 2020
|
568 |
231,915 |
IBDM, SMCP, MINT, IWN
|
13F-HR
|
8/10/2020 |
000134818320000003 |
|
Q1 2020
|
631 |
180,601 |
SMCP, MINT, IWN, IBDN
|
13F-HR
|
4/24/2020 |
000134818320000002 |
|
Q4 2019
|
513 |
238,956 |
SMCP, IWN, PG, DBEF
|
13F-HR
|
2/7/2020 |
000134818320000001 |
|
Q3 2019
|
509 |
230,639 |
SMCP, IWN, PG, DBEF
|
13F-HR
|
11/1/2019 |
000134818319000004 |
|
Q2 2019
|
534 |
228,217 |
SMCP, IWN, IBDN, DBEF
|
13F-HR
|
8/2/2019 |
000134818319000003 |
|
Q1 2019
|
515 |
236,342 |
SMCP, IWO, IWN, DBEF
|
13F-HR
|
5/9/2019 |
000134818319000002 |
|
Q4 2018
|
500 |
208,267 |
SMCP, IBDN, DBEF, SPSB
|
13F-HR
|
2/6/2019 |
000134818319000001 |
|
Q3 2018
|
535 |
248,233 |
SMCP, DBEF, IBDN, AMGN
|
13F-HR
|
11/5/2018 |
000134818318000005 |
|
Q2 2018
|
542 |
247,088 |
SMCP, DBEF, IBDN, SPSB
|
13F-HR
|
8/3/2018 |
000134818318000004 |
|
Q1 2018
|
532 |
234,045 |
SMCP, DBEF, SPSB, VNLA
|
13F-HR
|
5/9/2018 |
000134818318000003 |
|
Q4 2017
|
516 |
255,876 |
SMCP, DBEF, SPSB, IBDH
|
13F-HR
|
2/9/2018 |
000134818318000002 |
|
Q3 2017
|
514 |
235,944 |
SMCP, DBEF, SPSB, IBDH
|
13F-HR
|
11/2/2017 |
000134818317000004 |
|
Q2 2017
|
555 |
233,723 |
SMCP, DBEF, SPSB, IBDH
|
13F-HR
|
8/8/2017 |
000134818317000003 |
|
Q1 2017
|
505 |
215,297 |
SMCP, DBEF, SPSB, AMGN
|
13F-HR
|
5/9/2017 |
000134818317000002 |
|
Q4 2016
|
468 |
193,786 |
SMCP, DBEF, SPSB, FITB
|
13F-HR
|
1/26/2017 |
000134818317000001 |
|
Q3 2016
|
342 |
198,221 |
SMCP, DBEF, SPSB, Continental Resources
|
13F-HR
|
11/8/2016 |
000134818316000008 |
|
Q2 2016
|
334 |
169,584 |
DBEF, SPSB, Continental Resources, PG
|
13F-HR
|
8/5/2016 |
000134818316000007 |
|
Q1 2016
|
315 |
188,211 |
SMCP, DBEF, PG, AMGN
|
13F-HR
|
5/5/2016 |
000134818316000006 |
|
Q4 2015
|
313 |
196,564 |
SMCP, AMGN, PG, NVO
|
13F-HR
|
2/1/2016 |
000134818316000005 |
|
Q3 2015
|
295 |
179,732 |
SMCP, DBEF, ANDV, PG
|
13F-HR
|
11/12/2015 |
000134818315000004 |
|
Q2 2015
|
298 |
177,728 |
DBEF, MYL, AMGN, PG
|
13F-HR
|
8/11/2015 |
000134818315000003 |
|
Q1 2015
|
304 |
178,642 |
DBEF, PG, AMGN, MYL
|
13F-HR
|
4/30/2015 |
000134818315000002 |
|
Q4 2014
|
299 |
161,864 |
PG, AMGN, MYL, AAPL
|
13F-HR
|
2/6/2015 |
000134818315000001 |
|
Q3 2014
|
319 |
158,413 |
PG, AMGN, AAPL, GILD
|
13F-HR
|
11/7/2014 |
000134818314000004 |
|
Q2 2014
|
306 |
167,768 |
PG, MYL, EOG, AMGN
|
13F-HR
|
7/29/2014 |
000134818314000003 |
|
Q1 2014
|
286 |
162,487 |
PG, AMGN, MYL, NVO
|
13F-HR
|
4/29/2014 |
000134818314000002 |
|
Q4 2013
|
284 |
160,281 |
PG, Intrcontinentalexchange, MYL, AMGN
|
13F-HR
|
1/30/2014 |
000134818314000001 |