|
Q1 2025
|
66 |
519,966 |
VOO, MSFT, AMZN, GRBK
|
13F-HR
|
5/8/2025 |
000093583625000313 |
|
Q4 2024
|
75 |
584,746 |
VOO, MSFT, AMZN, GRBK
|
13F-HR
|
2/13/2025 |
000093583625000139 |
|
Q3 2024
|
86 |
670,296 |
VOO, MSFT, AMZN, GRBK
|
13F-HR
|
11/14/2024 |
000093583624000676 |
|
Q2 2024
|
83 |
646,679 |
VOO, MSFT, AMZN, GRBK
|
13F-HR
|
8/8/2024 |
000093583624000507 |
|
Q1 2024
|
76 |
611,841 |
VOO, MSFT, AMZN, GRBK
|
13F-HR
|
5/14/2024 |
000093583624000383 |
|
Q4 2023
|
75 |
511,187 |
VOO, MSFT, AMZN, GRBK
|
13F-HR
|
2/13/2024 |
000093583624000131 |
|
Q3 2023
|
65 |
452,548 |
VOO, MSFT, GRBK, AMZN
|
13F-HR
|
11/14/2023 |
000093583623000689 |
|
Q2 2023
|
77 |
477,657 |
VOO, MSFT, GRBK, AMZN
|
13F-HR
|
8/11/2023 |
000093583623000563 |
|
Q1 2023
|
74 |
441,072 |
VOO, MSFT, GRBK, AMZN
|
13F-HR
|
5/12/2023 |
000093583623000396 |
|
Q4 2022
|
57 |
405,413 |
VOO, MSFT, GRBK, AMZN
|
13F-HR
|
2/8/2023 |
000093583623000083 |
|
Q3 2022
|
65 |
395,980 |
VOO, MSFT, AMZN, GRBK
|
13F-HR
|
11/9/2022 |
000156761922019369 |
|
Q2 2022
|
77 |
403,750 |
VOO, MSFT, AMZN, GRBK
|
RESTATEMENT
|
8/19/2022 |
000156761922016488 |
|
Q1 2022
|
64 |
480,388 |
VOO, MSFT, AMZN, GRBK
|
13F-HR
|
5/16/2022 |
000156761922010700 |
|
Q4 2021
|
119 |
530,846 |
VOO, MSFT, AMZN, GOOG
|
13F-HR
|
2/9/2022 |
000156761922002987 |
|
Q3 2021
|
106 |
465,757 |
VOO, MSFT, AMZN, GOOG
|
13F-HR
|
11/15/2021 |
000156761921020182 |
|
Q2 2021
|
96 |
432,001 |
VOO, MSFT, AMZN, GOOG
|
13F-HR
|
8/13/2021 |
000156761921015486 |
|
Q1 2021
|
86 |
437,594 |
VOO, MSFT, AMZN, NOBL
|
13F-HR
|
5/13/2021 |
000156761921009894 |
|
Q4 2020
|
59 |
613,538 |
VOO, RSP, AMZN, MSFT
|
RESTATEMENT
|
2/17/2021 |
000156761921004182 |
|
Q3 2020
|
169 |
612,474 |
VOO, AMZN, MSFT, HD
|
13F-HR
|
11/12/2020 |
000156761920019324 |
|
Q2 2020
|
85 |
627,422 |
VOO, AMZN, MSFT, IWM
|
13F-HR
|
8/5/2020 |
000156761920014323 |
|
Q1 2020
|
82 |
523,017 |
VOO, AMZN, MSFT, BRK-A
|
13F-HR
|
5/15/2020 |
000156761920010360 |
|
Q4 2019
|
82 |
646,734 |
VOO, IWM, MSFT, AMZN
|
13F-HR
|
2/14/2020 |
000156761920003559 |
|
Q3 2019
|
87 |
560,527 |
VOO, MSFT, AMZN, BRK-A
|
13F-HR
|
11/8/2019 |
000156761919020832 |
|
Q2 2019
|
81 |
550,201 |
VOO, AMZN, MSFT, BRK-A
|
13F-HR
|
8/9/2019 |
000156761919016175 |
|
Q1 2019
|
92 |
560,598 |
VOO, AMZN, MSFT, GOOG
|
13F-HR
|
5/7/2019 |
000156761919009941 |
|
Q4 2018
|
85 |
522,226 |
VOO, IWM, AMZN, MSFT
|
13F-HR
|
2/12/2019 |
000156761919003202 |
|
Q3 2018
|
166 |
680,138 |
VOO, SPY, MSFT, AMZN
|
13F-HR
|
11/13/2018 |
000156761918005842 |
|
Q2 2018
|
92 |
663,586 |
VOO, SPY, MSFT, AMZN
|
13F-HR
|
8/9/2018 |
000156761918000214 |
|
Q1 2018
|
87 |
632,651 |
VOO, SPY, AMZN, MSFT
|
13F-HR
|
5/11/2018 |
000114036118022937 |
|
Q4 2017
|
71 |
795,401 |
VOO, SPY, AMZN, BRK-A
|
13F-HR
|
2/7/2018 |
000114036118005485 |
|
Q3 2017
|
50 |
876,395 |
SPY, VOO, SVXY calls, BRK-A
|
13F-HR
|
11/13/2017 |
000114036117042028 |
|
Q2 2017
|
120 |
927,990 |
SPY, VOO, VIG, SVXY calls
|
13F-HR
|
8/11/2017 |
000114036117031325 |
|
Q1 2017
|
121 |
863,507 |
SPY, VOO, VIG, SVXY calls
|
13F-HR
|
5/12/2017 |
000114036117020043 |
|
Q4 2016
|
55 |
796,747 |
SPY, VOO, VIG, AMZN
|
13F-HR
|
2/10/2017 |
000114036117005636 |
|
Q3 2016
|
75 |
790,938 |
SPY, VOO, VIG, AMZN
|
13F-HR
|
11/7/2016 |
000114036116085185 |
|
Q2 2016
|
136 |
794,059 |
SPY, VOO, VIG, AMZN
|
13F-HR
|
8/8/2016 |
000114036116075237 |
|
Q1 2016
|
147 |
785,349 |
SPY, VOO, VIG, BXMT
|
13F-HR
|
5/13/2016 |
000114036116065157 |
|
Q4 2015
|
139 |
840,850 |
SPY, VOO, IWM, VIG
|
13F-HR
|
2/10/2016 |
000114036116051350 |
|
Q3 2015
|
136 |
739,659 |
SPY, VOO, VIG, VEA
|
13F-HR
|
10/30/2015 |
000114036115039073 |
|
Q2 2015
|
110 |
746,753 |
SPY, VOO, VIG, VEA
|
13F-HR
|
8/12/2015 |
000114036115031301 |
|
Q1 2015
|
73 |
700,752 |
SPY, VOO, VIG, VEA
|
13F-HR
|
4/29/2015 |
000114036115016755 |
|
Q4 2014
|
79 |
700,148 |
SPY, VOO, VIG, STWD
|
13F-HR
|
2/4/2015 |
000114036115003964 |
|
Q3 2014
|
59 |
678,669 |
SPY, VOO, VIG, BRK-A
|
13F-HR
|
10/16/2014 |
000114036114038315 |
|
Q2 2014
|
90 |
678,609 |
SPY, VOO, VIG, BRK-A
|
13F-HR
|
8/13/2014 |
000114036114032097 |
|
Q1 2014
|
99 |
652,166 |
SPY, VOO, VIG, BRK-A
|
13F-HR
|
5/8/2014 |
000114036114019544 |
|
Q4 2013
|
102 |
632,851 |
SPY, VOO, VIG, BAC
|
13F-HR
|
2/3/2014 |
000114036114004088 |