|
Q4 2023
|
314 |
1,589,399 |
AAPL, IVV, IVE, MSFT
|
13F-HR
|
1/31/2024 |
000108514624000576 |
|
Q3 2023
|
324 |
1,319,355 |
AAPL, IVV, MSFT, IVW
|
13F-HR
|
10/25/2023 |
000108514623003940 |
|
Q2 2023
|
314 |
1,364,197 |
AAPL, IVV, MSFT, IVW
|
13F-HR
|
7/28/2023 |
000108514623002961 |
|
Q1 2023
|
313 |
1,276,450 |
IVV, AAPL, MSFT, IVW
|
13F-HR
|
5/3/2023 |
000108514623002046 |
|
Q4 2022
|
322 |
1,288,136 |
IVV, AAPL, HDV, MSFT
|
13F-HR
|
1/25/2023 |
000108514623000381 |
|
Q3 2022
|
317 |
1,165,870 |
IVV, AAPL, MSFT, ENPH
|
13F-HR
|
10/24/2022 |
000095012322010389 |
|
Q2 2022
|
320 |
1,126,924 |
IVV, AAPL, MSFT, ENPH
|
13F-HR
|
8/1/2022 |
000095012322007572 |
|
Q1 2022
|
334 |
1,338,559 |
IVV, AAPL, MSFT, GOOGL
|
13F-HR
|
5/3/2022 |
000095012322004461 |
|
Q4 2021
|
324 |
1,368,317 |
IVV, AAPL, MSFT, ENPH
|
13F-HR
|
2/1/2022 |
000095012322000740 |
|
Q3 2021
|
309 |
1,237,601 |
IVV, AAPL, MSFT, PTON
|
13F-HR
|
10/26/2021 |
000095012321013529 |
|
Q2 2021
|
313 |
1,284,093 |
IVV, AAPL, PTON, MSFT
|
13F-HR
|
7/22/2021 |
000095012321009059 |
|
Q1 2021
|
288 |
1,213,131 |
IVV, AAPL, PTON, MSFT
|
13F-HR
|
4/12/2021 |
000095012321004477 |
|
Q4 2020
|
280 |
1,095,367 |
IVV, AAPL, MSFT, ENPH
|
13F-HR
|
1/27/2021 |
000095012321000654 |
|
Q3 2020
|
257 |
874,188 |
IVV, AAPL, MSFT, AMZN
|
13F-HR
|
10/26/2020 |
000095012320010464 |
|
Q2 2020
|
262 |
801,383 |
IVV, AAPL, MSFT, AMZN
|
13F-HR
|
7/27/2020 |
000095012320007206 |
|
Q1 2020
|
237 |
655,818 |
IVV, AAPL, MSFT, AMZN
|
13F-HR
|
4/28/2020 |
000095012320003640 |
|
Q4 2019
|
238 |
848,843 |
IVV, AAPL, AGG, MSFT
|
13F-HR
|
1/15/2020 |
000095012320000269 |
|
Q3 2019
|
231 |
748,079 |
IVV, AAPL, IWV, MSFT
|
13F-HR
|
10/21/2019 |
000095012319009608 |
|
Q2 2019
|
237 |
741,220 |
IVV, IWV, AAPL, MSFT
|
13F-HR
|
8/7/2019 |
000095012319007186 |
|
Q1 2019
|
230 |
700,120 |
IVV, IWV, AAPL, IVE
|
13F-HR
|
4/12/2019 |
000095012319003250 |
|
Q4 2018
|
231 |
664,271 |
IVV, IWV, AAPL, IVW
|
13F-HR
|
1/24/2019 |
000095012319000296 |
|
Q3 2018
|
216 |
802,561 |
IVV, AAPL, IWV, IVW
|
13F-HR
|
10/22/2018 |
000095012318010040 |
|
Q2 2018
|
211 |
802,212 |
IVV, IEFA, IVW, AAPL
|
13F-HR
|
7/17/2018 |
000095012318006828 |
|
Q1 2018
|
217 |
797,865 |
IVV, IEFA, IVW, AAPL
|
13F-HR
|
4/13/2018 |
000095012318003515 |
|
Q4 2017
|
223 |
770,752 |
IVV, IEFA, AAPL, IVW
|
13F-HR
|
2/13/2018 |
000095012318001699 |
|
Q3 2017
|
223 |
721,641 |
IVV, IEFA, AAPL, IVW
|
13F-HR
|
10/25/2017 |
000095012317009205 |
|
Q2 2017
|
227 |
706,728 |
IVV, AAPL, CCD, IEFA
|
13F-HR
|
8/9/2017 |
000095012317006976 |
|
Q1 2017
|
234 |
668,899 |
IVV, AAPL, CCD, IEFA
|
13F-HR
|
4/20/2017 |
000095012317003521 |
|
Q4 2016
|
221 |
621,342 |
IVV, AAPL, CCD, IEFA
|
13F-HR
|
2/6/2017 |
000095012317000852 |
|
Q3 2016
|
220 |
585,058 |
CCD, IVV, AAPL, EFAV
|
13F-HR
|
11/14/2016 |
000095012316022062 |
|
Q2 2016
|
239 |
565,898 |
CCD, AAPL, IVV, CALAMOS FOCUS GROWTH ETF
|
13F-HR
|
7/26/2016 |
000095012316018538 |
|
Q1 2016
|
241 |
519,647 |
CCD, AAPL, CALAMOS FOCUS GROWTH ETF, MSFT
|
13F-HR
|
4/25/2016 |
000095012316016003 |
|
Q4 2015
|
256 |
502,053 |
AAPL, CALAMOS FOCUS GROWTH ETF, CCD, MSFT
|
13F-HR
|
2/5/2016 |
000095012316013488 |
|
Q3 2015
|
245 |
416,621 |
AAPL, MSFT, GUGGENHEIM S&P 500 PURE GROWTH, WFC
|
13F-HR
|
11/10/2015 |
000095012315011151 |
|
Q2 2015
|
223 |
423,372 |
AAPL, MSFT, WFC, GUGGENHEIM S&P 500 PURE GROWTH
|
13F-HR
|
8/17/2015 |
000095012315009496 |
|
Q1 2015
|
231 |
400,156 |
AAPL, MSFT, GUGGENHEIM S&P 500 PURE GROWTH, WFC
|
13F-HR
|
5/12/2015 |
000095012315005469 |
|
Q4 2014
|
210 |
348,363 |
AAPL, MSFT, WFC, JNJ
|
13F-HR
|
2/13/2015 |
000095012315002022 |
|
Q3 2014
|
218 |
346,408 |
AAPL, JNJ, GOOGL, JPM
|
13F-HR
|
11/14/2014 |
000095012314012040 |
|
Q2 2014
|
218 |
350,628 |
AAPL, ETN, WFC, JPM
|
13F-HR
|
8/14/2014 |
000095012314009016 |
|
Q1 2014
|
205 |
337,781 |
AAPL, AMZN, WFC, JPM
|
13F-HR
|
5/16/2014 |
000095012314006390 |
|
Q4 2013
|
208 |
326,147 |
AAPL, AMZN, WFC, ETN
|
13F-HR
|
2/14/2014 |
000095012314002460 |