|
Q1 2025
|
114 |
357,304 |
VOO, IBIT, PAAS.TO, TSLA
|
13F-HR
|
5/5/2025 |
000108514625002620 |
|
Q4 2024
|
107 |
302,579 |
VOO, IBIT, TSLA, BLOCK INC
|
13F-HR
|
2/3/2025 |
000108514625000676 |
|
Q3 2024
|
122 |
368,342 |
VOO, EMB, IBIT, TSLA
|
13F-HR
|
10/31/2024 |
000108514624005300 |
|
Q2 2024
|
119 |
327,448 |
VOO, IBIT, GOOG, ABX.TO
|
13F-HR
|
7/23/2024 |
000108514624003185 |
|
Q1 2024
|
117 |
302,928 |
VOO, MSTR, ABX.TO, GOOG
|
13F-HR
|
4/19/2024 |
000108514624001909 |
|
Q4 2023
|
112 |
269,490 |
VOO, MSTR, WESTERN DIGITAL CORP., PAAS.TO
|
13F-HR
|
1/12/2024 |
000108514624000227 |
|
Q3 2023
|
98 |
235,425 |
VOO, WESTERN DIGITAL CORP., DIA, AGG
|
13F-HR
|
11/6/2023 |
000108514623004113 |
|
Q2 2023
|
95 |
237,445 |
VOO, EMB, WESTERN DIGITAL CORP., MSFT puts
|
13F-HR
|
8/2/2023 |
000108514623003011 |
|
Q1 2023
|
93 |
226,394 |
VOO, WESTERN DIGITAL CORP., EMB, PAAS.TO
|
13F-HR
|
4/24/2023 |
000108514623001859 |
|
Q4 2022
|
98 |
244,449 |
VOO, USFR, WESTERN DIGITAL CORP., MOAT
|
13F-HR
|
2/6/2023 |
000108514623000686 |
|
Q3 2022
|
81 |
236,654 |
TLT, VOO, XLE, AGG
|
13F-HR
|
10/13/2022 |
000108514622003370 |
|
Q2 2022
|
103 |
273,521 |
TLT, VOO, WESTERN DIGITAL CORP., AGG
|
13F-HR
|
7/18/2022 |
000108514622002431 |
|
Q1 2022
|
74 |
267,138 |
VUSB, QQQ, VTI, MGK
|
13F-HR
|
5/4/2022 |
000108514622001728 |
|
Q4 2021
|
106 |
291,226 |
VOO, AGG, MTUM, QUAL
|
13F-HR
|
1/31/2022 |
000108514622000415 |
|
Q3 2021
|
102 |
298,482 |
VOO, TLT, AGG, MTUM
|
13F-HR
|
11/2/2021 |
000108514621002992 |
|
Q2 2021
|
114 |
317,413 |
VOO, VWO, AGG, MTUM
|
13F-HR
|
7/29/2021 |
000108514621002134 |
|
Q1 2021
|
115 |
297,403 |
VOO, AGG, VWO, MTUM
|
13F-HR
|
4/28/2021 |
000108514621001335 |
|
Q4 2020
|
99 |
276,425 |
VOO, AGG, IAU, VWO
|
13F-HR
|
2/3/2021 |
000108514621000408 |
|
Q3 2020
|
95 |
251,242 |
AGG, VOO, IAU, VWO
|
13F-HR
|
10/21/2020 |
000108514620002590 |
|
Q2 2020
|
95 |
279,996 |
AGG, VOO, SPY puts, IAU
|
13F-HR
|
7/20/2020 |
000108514620001820 |
|
Q1 2020
|
85 |
222,527 |
VOO, IAU, AGG, IEF
|
13F-HR
|
4/20/2020 |
000108514620001159 |
|
Q4 2019
|
84 |
271,978 |
VOO, EMB, VXUS, MTUM
|
13F-HR
|
1/23/2020 |
000108514620000264 |
|
Q3 2019
|
73 |
206,429 |
VOO, TLT, SHV, IAU
|
13F-HR
|
11/8/2019 |
000108514619002814 |
|
Q2 2019
|
69 |
227,301 |
SHV, VYM, EMB, SCHD
|
13F-HR
|
8/2/2019 |
000108514619002052 |
|
Q1 2019
|
59 |
226,209 |
SHV, EMB, VYM, TLT
|
13F-HR
|
5/6/2019 |
000108514619001351 |
|
Q4 2018
|
45 |
158,245 |
MINT, FLOT, VYM, SCHD
|
13F-HR
|
2/7/2019 |
000108514619000377 |
|
Q3 2018
|
68 |
236,844 |
MINT, VYM, FLOT, IWD
|
13F-HR
|
11/1/2018 |
000108514618002463 |
|
Q2 2018
|
56 |
143,459 |
VYM, IWD, SCHD, VIG
|
13F-HR
|
7/26/2018 |
000108514618001763 |
|
Q1 2018
|
79 |
206,379 |
VEU, VYM, IWD, VIG
|
13F-HR
|
4/30/2018 |
000108514618001170 |
|
Q4 2017
|
79 |
216,473 |
VEU, VYM, IDV, IWD
|
13F-HR
|
2/9/2018 |
000108514618000468 |
|
Q3 2017
|
81 |
194,696 |
VEU, VYM, IDV, IWD
|
RESTATEMENT
|
10/27/2017 |
000108514617002128 |
|
Q2 2017
|
88 |
191,229 |
VEU, IDV, VYM, IWD
|
13F-HR
|
7/24/2017 |
000108514617001545 |
|
Q1 2017
|
74 |
166,547 |
VYM, XLP, MSFT, IDV
|
13F-HR
|
4/7/2017 |
000108514617000909 |
|
Q4 2016
|
76 |
156,892 |
XLP, VYM, MSFT, XOM
|
13F-HR
|
1/6/2017 |
000108514617000037 |
|
Q3 2016
|
78 |
153,609 |
XLP, GLD, LXK, MSFT
|
13F-HR
|
10/18/2016 |
000108514616004510 |
|
Q2 2016
|
76 |
178,026 |
XLP, GLD, XOM, T
|
13F-HR
|
7/14/2016 |
000108514616003981 |
|
Q1 2016
|
78 |
171,859 |
XLP, ATG, PNY, ADT
|
13F-HR
|
5/9/2016 |
000108514616003622 |
|
Q4 2015
|
91 |
213,716 |
SPY, XLP, XLK, CPB
|
13F-HR
|
2/2/2016 |
000108514616002725 |
|
Q3 2015
|
74 |
144,425 |
SPY, XLK, CPB, PFE
|
13F-HR
|
11/10/2015 |
000108514615002233 |
|
Q2 2015
|
107 |
214,714 |
SPY, XLK, AAPL, M
|
13F-HR
|
8/10/2015 |
000108514615001627 |
|
Q1 2015
|
116 |
238,872 |
SPY, XLK, AAPL, LMT
|
13F-HR
|
5/5/2015 |
000135882815000006 |
|
Q4 2014
|
121 |
247,556 |
SPY, AAPL, MRK, JNJ
|
13F-HR
|
2/4/2015 |
000135882815000004 |
|
Q3 2014
|
119 |
233,698 |
AMAT, AAPL, MRK, SPY
|
13F-HR
|
10/28/2014 |
000135882814000009 |
|
Q2 2014
|
126 |
254,974 |
AMAT, AAPL, MRK, SPY
|
13F-HR
|
7/23/2014 |
000135882814000008 |
|
Q1 2014
|
116 |
231,244 |
AMAT, AAPL, SPY, GE
|
13F-HR
|
4/25/2014 |
000135882814000005 |
|
Q4 2013
|
122 |
237,642 |
LIFE, SPY, GE, AAPL
|
13F-HR
|
2/5/2014 |
000135882814000002 |