|
Q3 2024
|
171 |
436,854
|
AAPL, NVDA, MINT, COST
|
13F-HR
|
11/14/2024 |
000137647424000687 |
|
Q2 2024
|
170 |
427,692
|
NVDA, AAPL, MINT, MSFT
|
13F-HR
|
8/14/2024 |
000137647424000455 |
|
Q1 2024
|
162 |
415,256
|
AAPL, NVDA, MINT, MSFT
|
13F-HR
|
5/15/2024 |
000090901224000063 |
|
Q4 2023
|
168 |
384,046
|
AAPL, MINT, MSFT, MDY
|
13F-HR
|
2/14/2024 |
000090901224000031 |
|
Q3 2023
|
165 |
367,348
|
AAPL, MINT, APO, MSFT
|
13F-HR
|
11/14/2023 |
000090901223000117 |
|
Q2 2023
|
170 |
383,843
|
AAPL, MINT, MSFT, BIL
|
13F-HR
|
8/14/2023 |
000090901223000089 |
|
Q1 2023
|
168 |
381,076
|
MINT, AAPL, BIL, SQQQPS
|
13F-HR
|
5/2/2023 |
000090901223000051 |
|
Q4 2022
|
165 |
376,454
|
BIL, MINT, SPXS, AAPL
|
13F-HR
|
1/19/2023 |
000090901223000004 |
|
Q3 2022
|
176 |
363,205
|
SQQQPS, SPXS, AAPL, LNG
|
13F-HR
|
11/1/2022 |
000090901222000123 |
|
Q2 2022
|
168 |
349,766
|
VTIP, SDOW, IAU, AAPL
|
13F-HR
|
7/29/2022 |
000090901222000085 |
|
Q1 2022
|
180 |
387,791
|
VTIP, IAU, AAPL, SDOW
|
13F-HR
|
5/10/2022 |
000090901222000067 |
|
Q4 2021
|
189 |
432,417
|
VTIP, IAU, AAPL, IVV
|
13F-HR
|
1/25/2022 |
000090901222000012 |
|
Q3 2021
|
178 |
384,965
|
SDS, IAU, IGSB, AAPL
|
13F-HR
|
10/29/2021 |
000090901221000135 |
|
Q2 2021
|
179 |
392,485
|
IAU, IGSB, NVDA, AAPL
|
13F-HR
|
8/3/2021 |
000090901221000104 |
|
Q1 2021
|
179 |
357,774
|
IAU, IGSB, TBT, BSV
|
13F-HR
|
5/7/2021 |
000090901221000075 |
|
Q4 2020
|
165 |
330,104
|
IAU, IGSB, AAPL, BSV
|
13F-HR
|
1/28/2021 |
000090901221000013 |
|
Q3 2020
|
154 |
278,423
|
IAU, IGSB, BSV, AAPL
|
13F-HR
|
11/12/2020 |
000090901220000148 |
|
Q2 2020
|
137 |
225,081
|
IAU, AAPL, SDS, SCHO
|
13F-HR
|
8/11/2020 |
000090901220000116 |
|
Q1 2020
|
141 |
194,799
|
IAU, SDS, AAPL, SCHO
|
13F-HR
|
5/14/2020 |
000090901220000080 |
|
Q4 2019
|
151 |
214,346
|
BSV, EEM, AAPL, SCHO
|
13F-HR
|
2/14/2020 |
000090901220000049 |
|
Q3 2019
|
133 |
167,553
|
AAPL, IAU, IEMG, QID
|
13F-HR
|
11/12/2019 |
000090901219000130 |
|
Q2 2019
|
124 |
161,887
|
VFH, AAPL, IEMG, IAU
|
13F-HR
|
8/14/2019 |
000090901219000103 |
|
Q1 2019
|
125 |
156,133
|
VFH, AAPL, IEMG, IWM
|
13F-HR
|
5/15/2019 |
000090901219000078 |
|
Q4 2018
|
128 |
140,386
|
VFH, IWO, AAPL, IAU
|
13F-HR
|
2/13/2019 |
000090901219000028 |
|
Q3 2018
|
138 |
186,244
|
BRK-B, IWO, AAPL, VFH
|
13F-HR
|
11/13/2018 |
000090901218000141 |
|
Q2 2018
|
138 |
157,709
|
IWO, VFH, AAPL, MSFT
|
13F-HR
|
8/14/2018 |
000090901218000113 |
|
Q1 2018
|
124 |
156,966
|
VFH, IWO, AAPL, IAU
|
13F-HR
|
5/16/2018 |
000090901218000079 |
|
Q4 2017
|
126 |
157,314
|
VFH, IWO, AAPL, IAU
|
13F-HR
|
2/13/2018 |
000090901218000025 |
|
Q3 2017
|
116 |
150,937
|
VFH, IWO, KRE, AAPL
|
13F-HR
|
11/6/2017 |
000090901217000179 |
|
Q2 2017
|
112 |
147,666
|
VFH, KRE, IWO, MLM
|
13F-HR
|
8/15/2017 |
000090901217000147 |
|
Q1 2017
|
109 |
138,600
|
VFH, KRE, IWO, IEF
|
13F-HR
|
5/12/2017 |
000090901217000102 |
|
Q4 2016
|
120 |
132,614
|
KRE, VFH, VWO, IWO
|
13F-HR
|
2/15/2017 |
000090901217000062 |
|
Q3 2016
|
113 |
143,473
|
KYN, VWO, QQQ, RSP
|
13F-HR
|
11/15/2016 |
000090901216000613 |
|
Q2 2016
|
118 |
151,549
|
KYN, VWO, SKF, TWX
|
RESTATEMENT
|
11/30/2016 |
000090901216000618 |
|
Q1 2016
|
122 |
159,453
|
VWO, KYN, AAPL, PowerShares QQQ
|
13F-HR
|
5/13/2016 |
000090901216000515 |
|
Q4 2015
|
282 |
169,183
|
HEDJ, PowerShares QQQ, BND, SCHP
|
13F-HR
|
2/16/2016 |
000090901216000463 |
|
Q3 2015
|
126 |
157,735
|
ProShares Ultrashort S&P 500, SPDR Dow Jones Industrial Aver, HEDJ, PowerShares QQQ
|
13F-HR
|
11/3/2015 |
000090901215000316 |
|
Q2 2015
|
128 |
173,475
|
AAPL, EEM, RSP, BND
|
13F-HR
|
8/14/2015 |
000090901215000280 |
|
Q1 2015
|
134 |
193,131
|
UWM, EEM, AAPL, RSP
|
13F-HR
|
5/14/2015 |
000090901215000217 |
|
Q4 2014
|
133 |
195,157
|
UWM, SHY, RSP, IGOV
|
13F-HR
|
2/13/2015 |
000090901215000093 |
|
Q3 2014
|
137 |
186,688
|
SHY, EEM, AAPL, RSP
|
13F-HR
|
11/13/2014 |
000090901214000421 |
|
Q2 2014
|
143 |
192,435
|
RSP, IGOV, SHY, EWY
|
13F-HR
|
8/7/2014 |
000090901214000315 |
|
Q1 2014
|
153 |
189,641
|
RSP, IWO, SHY, IGOV
|
13F-HR
|
5/14/2014 |
000090901214000258 |
|
Q4 2013
|
140 |
185,777
|
RSP, SHY, AAXJ, IGOV
|
13F-HR
|
2/11/2014 |
000090901214000078 |