|
Q4 2024
|
1,136 |
3,050,781 |
AAPL, NVDA, MSFT, AMZN
|
13F-HR
|
2/25/2025 |
000121390025016975 |
|
Q3 2024
|
1,263 |
3,595,672 |
AAPL, NVDA, IVV, MSFT
|
13F-HR
|
12/13/2024 |
000121390024108922 |
|
Q2 2024
|
1,379 |
3,928,448 |
AAPL, NVDA, MSFT, IVV
|
13F-HR
|
8/19/2024 |
000121390024070419 |
|
Q1 2024
|
1,445 |
3,697,476 |
AAPL, IVV, VUG, MSFT
|
13F-HR
|
5/16/2024 |
000121390024044405 |
|
Q4 2023
|
1,386 |
3,714,157 |
AAPL, IVV, MSFT, VUG
|
13F-HR
|
3/15/2024 |
000121390024022861 |
|
Q3 2023
|
1,445 |
3,697,476 |
AAPL, IVV, VUG, MSFT
|
13F-HR
|
12/1/2023 |
000121390023092006 |
|
Q2 2023
|
1,537 |
4,457,559 |
AAPL, AMZN, IVV, MSFT
|
13F-HR
|
7/27/2023 |
000121390023060304 |
|
Q1 2023
|
1,514 |
3,753,428 |
AAPL, MSFT, IVV, VUG
|
13F-HR
|
5/17/2023 |
000121390023040833 |
|
Q4 2022
|
1,493 |
3,569,170 |
AAPL, IVV, VUG, MSFT
|
RESTATEMENT
|
3/15/2023 |
000121390023020216 |
|
Q3 2022
|
1,453 |
3,311,218 |
AAPL, MSFT, IVV, VUG
|
RESTATEMENT
|
11/22/2022 |
000158064222005858 |
|
Q2 2022
|
1,235 |
2,376,585 |
AAPL, MSFT, IVV, AMZN
|
13F-HR
|
8/12/2022 |
000158064222004067 |
|
Q1 2022
|
1,382 |
3,054,684 |
AAPL, IVV, MSFT, AMZN
|
13F-HR
|
5/2/2022 |
000158064222002418 |
|
Q4 2021
|
1,414 |
3,471,216 |
AAPL, MSFT, IVV, AMZN
|
13F-HR
|
1/28/2022 |
000158064222000506 |
|
Q3 2021
|
1,408 |
3,143,706 |
AAPL, MSFT, IVV, AMZN
|
13F-HR
|
11/16/2021 |
000158064221005484 |
|
Q2 2021
|
1,374 |
3,078,348 |
AAPL, MSFT, AMZN, IVV
|
13F-HR
|
8/10/2021 |
000158064221003665 |
|
Q1 2021
|
1,350 |
2,827,849 |
AAPL, MSFT, AMZN, IVV
|
13F-HR
|
5/13/2021 |
000158064221002356 |
|
Q4 2020
|
1,026 |
1,869,530 |
AAPL, MSFT, AMZN, VUG
|
13F-HR
|
2/4/2021 |
000158064221000515 |
|
Q3 2020
|
972 |
1,875,993 |
AAPL, MSFT, VUG, AMZN
|
13F-HR
|
11/9/2020 |
000158064220004097 |
|
Q2 2020
|
862 |
1,497,194 |
AAPL, MSFT, VUG, AMZN
|
13F-HR
|
7/31/2020 |
000158064220002827 |
|
Q1 2020
|
791 |
1,171,830 |
AAPL, MSFT, IGSB, IVV
|
13F-HR
|
5/6/2020 |
000158064220002039 |
|
Q4 2019
|
837 |
1,175,417 |
AAPL, VEA, MSFT, IVV
|
13F-HR
|
2/10/2020 |
000158064220000644 |
|
Q3 2019
|
808 |
1,015,480 |
AAPL, USMV, VEA, MSFT
|
13F-HR
|
11/12/2019 |
000158064219005127 |
|
Q2 2019
|
792 |
912,595 |
VEA, AAPL, AMZN, USMV
|
13F-HR
|
8/5/2019 |
000158064219003529 |
|
Q1 2019
|
742 |
800,717 |
AAPL, AMZN, VEA, USMV
|
13F-HR
|
5/8/2019 |
000158064219002400 |
|
Q4 2018
|
664 |
702,661 |
AAPL, AMZN, VEA, USMV
|
13F-HR
|
2/8/2019 |
000158064219000709 |
|
Q3 2018
|
716 |
840,146 |
AAPL, AMZN, VEA, VTV
|
13F-HR
|
11/8/2018 |
000158064218005355 |
|
Q2 2018
|
673 |
756,839 |
AAPL, AMZN, VEA, META
|
13F-HR
|
10/5/2018 |
000158064218004815 |
|
Q1 2018
|
667 |
714,342 |
AAPL, VEA, AMZN, VZ
|
13F-HR
|
5/15/2018 |
000158064218002583 |
|
Q4 2017
|
640 |
740,074 |
AAPL, VEA, META, BNDX
|
13F-HR
|
2/15/2018 |
000158064218000915 |
|
Q3 2017
|
541 |
601,862 |
AAPL, VEA, BSV, BNDX
|
13F-HR
|
11/13/2017 |
000158064217006067 |
|
Q2 2017
|
523 |
551,373 |
AAPL, META, STRP, BNDX
|
13F-HR
|
8/15/2017 |
000158064217004437 |
|
Q1 2017
|
518 |
501,414 |
AAPL, META, BNDX, BSV
|
13F-HR
|
5/15/2017 |
000158064217003001 |
|
Q4 2016
|
537 |
492,014 |
AAPL, META, BNDX, ITOT
|
13F-HR
|
2/14/2017 |
000158064217000910 |
|
Q3 2016
|
616 |
509,824 |
AAPL, META, ITOT, BNDX
|
13F-HR
|
11/14/2016 |
000158064216012086 |
|
Q2 2016
|
615 |
499,470 |
AAPL, META, EXP, ITOT
|
13F-HR
|
8/15/2016 |
000158064216010256 |
|
Q1 2016
|
560 |
432,411 |
AAPL, EXP, ITOT, BNDX
|
13F-HR
|
5/16/2016 |
000158064216008746 |
|
Q4 2015
|
565 |
493,864 |
AAPL, META, ITOT, EXP
|
13F-HR
|
2/16/2016 |
000158064216006872 |
|
Q3 2015
|
563 |
416,282 |
AAPL, META, ITOT, RYDEX ETF TRUST
|
13F-HR
|
11/16/2015 |
000158064215005216 |
|
Q2 2015
|
533 |
402,475 |
AAPL, MPVD, META, ITOT
|
RESTATEMENT
|
8/17/2015 |
000158064215003521 |
|
Q1 2015
|
588 |
410,254 |
AAPL, META, ITOT, PG
|
13F-HR
|
5/14/2015 |
000158064215002183 |
|
Q4 2014
|
4,239 |
4,680,017 |
AAPL, SGENX, PRWCX, PG
|
13F-HR
|
2/18/2015 |
000158064215000753 |
|
Q3 2014
|
672 |
384,278 |
AAPL, PG, JNL/Neuberger Strat Income, CLAYMORE EXCHANGE TRD FD TR
|
NEW HOLDINGS
|
11/20/2014 |
000091047214005227 |
|
Q3 2014
|
472 |
272,715 |
AAPL, PG, JNL/Neuberger Strat Income, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
11/14/2014 |
000091047214005123 |
|
Q2 2014
|
2,866 |
425,870 |
AAPL, CVX, MNKD, GE
|
13F-HR
|
8/14/2014 |
000091047214003440 |
|
Q1 2014
|
754 |
330,832 |
AAPL, IVV, CLAYMORE EXCHANGE TRD FD TR, IWM
|
13F-HR
|
5/2/2014 |
000091047214001989 |
|
Q4 2013
|
676 |
313,115 |
AAPL, IJH, IVV, T
|
13F-HR
|
1/21/2014 |
000091047214000164 |