Q3 2024
|
137 |
522,944 |
MSFT, COST, NVO, OKE
|
13F-HR
|
11/14/2024 |
000199937124014748 |
Q2 2024
|
133 |
490,576 |
MSFT, NVO, COST, OKE
|
13F-HR
|
8/2/2024 |
000199937124009449 |
Q1 2024
|
142 |
474,295 |
MSFT, NVO, COST, OKE
|
13F-HR
|
5/15/2024 |
000183988224015447 |
Q4 2023
|
479 |
508,201 |
MSFT, SCHWAB CHARLES FAMILY FD VALUE, COST, NVO
|
13F-HR
|
2/14/2024 |
000199937124002321 |
Q3 2023
|
494 |
481,780 |
MSFT, SCHWAB CHARLES FAMILY FD VALUE, NVO, COST
|
13F-HR
|
10/26/2023 |
000183988223028305 |
Q2 2023
|
520 |
485,827 |
MSFT, SCHWAB CHARLES FAMILY FD VALUE, COST, NVO
|
13F-HR
|
7/31/2023 |
000138713123009062 |
Q1 2023
|
545 |
471,045 |
MSFT, SCHWAB CHARLES FAMILY FD VALUE, MMP, NVO
|
13F-HR
|
5/15/2023 |
000138713123006579 |
Q4 2022
|
545 |
471,045 |
MSFT, SCHWAB CHARLES FAMILY FD VALUE, MMP, NVO
|
13F-HR
|
2/10/2023 |
000138713123001721 |
Q3 2022
|
571 |
435,912 |
MSFT, MMP, EPD, COST
|
13F-HR
|
10/18/2022 |
000138713122010552 |
Q2 2022
|
578 |
462,635 |
MSFT, MMP, EPD, COST
|
13F-HR
|
7/15/2022 |
000138713122007737 |
Q1 2022
|
524 |
529,306 |
MSFT, COST, EPD, MMP
|
13F-HR
|
4/12/2022 |
000138713122004758 |
Q4 2021
|
509 |
538,753 |
MSFT, COST, MMP, NKE
|
13F-HR
|
2/23/2022 |
000138713122002339 |
Q3 2021
|
512 |
496,784 |
MSFT, SCHWAB CHARLES FAMILY FD, MMP, COST
|
13F-HR
|
11/1/2021 |
000138713121010599 |
Q2 2021
|
540 |
509,463 |
MSFT, MMP, EPD, SCHWAB CHARLES FAMILY FD VALUE
|
13F-HR
|
7/23/2021 |
000138713121007545 |
Q1 2021
|
538 |
525,864 |
MSFT, SCHWAB CHARLES FAMILY FD VALUE, MMP, EPD
|
13F-HR
|
4/28/2021 |
000138713121005039 |
Q4 2020
|
579 |
514,765 |
MSFT, SCHWAB CHARLES FAMILY FD VALUE, NKE, MMP
|
13F-HR
|
1/22/2021 |
000138713121001096 |
Q3 2020
|
190 |
420,904 |
MSFT, NKE, COST, ECL
|
13F-HR
|
10/19/2020 |
000139834420020299 |
Q2 2020
|
187 |
477,217 |
MMP, EPD, MSFT, ET
|
13F-HR
|
8/3/2020 |
000139834420014815 |
Q1 2020
|
172 |
409,083 |
MMP, MSFT, EPD, COST
|
13F-HR
|
5/12/2020 |
000139834420009996 |
Q4 2019
|
192 |
620,233 |
EPD, MMP, ET, MSFT
|
13F-HR
|
2/10/2020 |
000139834420002550 |
Q3 2019
|
186 |
621,115 |
MMP, EPD, ET, MSFT
|
13F-HR
|
10/25/2019 |
000139834419018547 |
Q2 2019
|
184 |
631,538 |
MMP, ET, EPD, MPLX
|
13F-HR
|
7/12/2019 |
000139834419011860 |
Q1 2019
|
160 |
618,960 |
ET, EPD, MMP, MPLX
|
13F-HR
|
5/2/2019 |
000108514619001322 |
Q4 2018
|
160 |
574,004 |
ET, MMP, EPD, MPLX
|
13F-HR
|
2/7/2019 |
000108514619000367 |
Q3 2018
|
169 |
781,378 |
ETP, MMP, EPD, MPLX
|
13F-HR
|
11/5/2018 |
000108514618002495 |
Q2 2018
|
175 |
768,011 |
MMP, EPD, ETP, MPLX
|
13F-HR
|
8/3/2018 |
000108514618001829 |
Q1 2018
|
167 |
2,018,828 |
MSFT, TXN, EPD, MMP
|
13F-HR
|
5/2/2018 |
000108514618001209 |
Q4 2017
|
171 |
2,230,457 |
MSFT, TXN, EPD, MMP
|
13F-HR
|
1/31/2018 |
000117266118000225 |
Q3 2017
|
171 |
2,430,837 |
MSFT, TXN, WMT, EPD
|
13F-HR
|
11/6/2017 |
000117266117001878 |
Q2 2017
|
159 |
2,533,880 |
MSFT, EPD, COST, ETP
|
13F-HR
|
8/2/2017 |
000117266117001460 |
Q1 2017
|
162 |
2,739,504 |
MSFT, ETP, COST, EPD
|
13F-HR
|
5/15/2017 |
000117266117001060 |
Q4 2016
|
151 |
2,850,140 |
CVS, NKE, MSFT, ECL
|
13F-HR
|
2/3/2017 |
000117266117000234 |
Q3 2016
|
138 |
3,157,715 |
NVO, EOG, CAH, TJX
|
13F-HR
|
11/2/2016 |
000117266116004093 |
Q2 2016
|
169 |
3,373,998 |
NVO, CAH, LOW, TJX
|
13F-HR
|
7/27/2016 |
000117266116003609 |
Q1 2016
|
147 |
3,483,657 |
NVO, TJX, LOW, CAH
|
13F-HR
|
4/19/2016 |
000108514616003477 |
Q4 2015
|
140 |
3,689,436 |
NVO, LOW, CAH, HRL
|
13F-HR
|
1/12/2016 |
000108514616002588 |
Q3 2015
|
140 |
3,947,289 |
NVO, NKE, LOW, TJX
|
13F-HR
|
10/30/2015 |
000108514615002107 |
Q2 2015
|
141 |
4,539,782 |
NVO, PRGO, NKE, ECL
|
13F-HR
|
7/24/2015 |
000108514615001500 |
Q1 2015
|
146 |
4,572,085 |
NVO, LOW, CAH, VFC
|
13F-HR
|
5/7/2015 |
000108514615001071 |
Q4 2014
|
150 |
4,408,215 |
QCOM, MMP, VFC, LOW
|
13F-HR
|
2/6/2015 |
000108514615000276 |
Q3 2014
|
163 |
3,964,972 |
ETP, MMP, VFC, CNR.TO
|
13F-HR
|
11/4/2014 |
000108514614002076 |
Q2 2014
|
149 |
3,747,563 |
MMP, ETP, EOG, EPD
|
13F-HR
|
7/28/2014 |
000108514614001436 |
Q1 2014
|
146 |
3,383,724 |
ETP, MMP, VFC, PRGO
|
13F-HR
|
5/6/2014 |
000108514614000977 |
Q4 2013
|
146 |
3,069,138 |
ETP, MMP, VFC, PII
|
13F-HR
|
2/7/2014 |
000108514614000298 |