|
Q2 2026
|
89 |
237,113
|
FXAIX, XLK, SPY, DFSVX
|
13F-HR
|
7/22/2026 |
000150955026000005 |
|
Q1 2026
|
90 |
208,947
|
FXAIX, XLK, SPY, DFSVX
|
13F-HR
|
7/22/2026 |
000150955026000004 |
|
Q4 2025
|
99 |
225,194
|
FXAIX, XLK, SPY, SPYG
|
13F-HR
|
2/10/2026 |
000150955026000002 |
|
Q3 2025
|
94 |
210,336
|
FXAIX, XLK, SPY, SPYG
|
13F-HR
|
10/20/2025 |
000150955025000009 |
|
Q2 2025
|
65 |
125,213
|
XLK, SPY, SPYG, IWP
|
13F-HR
|
7/31/2025 |
000150955025000008 |
|
Q1 2025
|
83 |
179,544
|
FXAIX, XLK, SLB, SPYG
|
13F-HR
|
4/29/2025 |
000150955025000006 |
|
Q4 2024
|
86 |
203,131
|
FXAIX, XLK, SPYG, DFSVX
|
13F-HR
|
1/24/2025 |
000150955025000004 |
|
Q3 2024
|
92 |
202,557
|
FXAIX, XLK, SLB, DFSVX
|
13F-HR
|
11/1/2024 |
000150955024000010 |
|
Q2 2024
|
92 |
198,724
|
FXAIX, XLK, SLB, SPYG
|
13F-HR
|
7/26/2024 |
000150955024000008 |
|
Q1 2024
|
82 |
189,200
|
FXAIX, XLK, SLB, DFSVX
|
13F-HR
|
4/17/2024 |
000150955024000003 |
|
Q4 2023
|
80 |
172,521
|
FXAIX, SLB, XLK, DFSVX
|
13F-HR
|
2/5/2024 |
000150955024000002 |
|
Q3 2023
|
51 |
91,171
|
SLB, XLK, IWP, VOO
|
13F-HR
|
10/30/2023 |
000150955023000012 |
|
Q2 2023
|
53 |
92,166
|
SLB, XLK, IWP, VOO
|
13F-HR
|
7/21/2023 |
000150955023000008 |
|
Q1 2023
|
59 |
88,232
|
SLB, XLK, USMV, IWP
|
13F-HR
|
4/10/2023 |
000150955023000005 |
|
Q4 2022
|
68 |
148,433
|
FXAIX, SLB, XLK, DFSVX
|
13F-HR
|
1/20/2023 |
000150955023000001 |
|
Q3 2022
|
69 |
133,224
|
FXAIX, SLB, XLK, DFSVX
|
13F-HR
|
10/12/2022 |
000150955022000004 |
|
Q2 2022
|
69 |
136,058
|
FXAIX, SLB, XLK, DFSVX
|
13F-HR
|
7/7/2022 |
000150955022000003 |
|
Q1 2022
|
72 |
170,874
|
FXAIX, SLB, XLK, DFSVX
|
13F-HR
|
4/18/2022 |
000150955022000002 |
|
Q4 2021
|
70 |
183,331
|
FXAIX, XLK, SLB, DFSVX
|
13F-HR
|
1/21/2022 |
000150955022000001 |
|
Q3 2021
|
67 |
174,610
|
FXAIX, XLK, SLB, DFSVX
|
13F-HR
|
10/15/2021 |
000150955021000004 |
|
Q2 2021
|
69 |
174,480
|
FXAIX, XLK, SLB, IWO
|
13F-HR
|
7/13/2021 |
000150955021000003 |
|
Q1 2021
|
66 |
162,029
|
FXAIX, XLK, SLB, IWO
|
13F-HR
|
4/22/2021 |
000150955021000002 |
|
Q4 2020
|
62 |
152,008
|
FXAIX, XLK, IWO, SLB
|
13F-HR
|
1/19/2021 |
000150955021000001 |
|
Q3 2020
|
62 |
138,766
|
FXAIX, XLK, VOO, IWP
|
13F-HR
|
10/6/2020 |
000150955020000004 |
|
Q2 2020
|
61 |
132,056
|
FXAIX, XLK, SLB, VOO
|
13F-HR
|
7/29/2020 |
000150955020000003 |
|
Q1 2020
|
60 |
122,403
|
FXAIX, XLK, UMPIX, VOO
|
13F-HR
|
4/20/2020 |
000150955020000002 |
|
Q4 2019
|
65 |
174,366
|
FXAIX, UMPIX, SLB, XLK
|
13F-HR
|
1/27/2020 |
000150955020000001 |
|
Q3 2019
|
52 |
136,548
|
FXAIX, UMPIX, SLB, XLK
|
13F-HR
|
10/9/2019 |
000150955019000004 |
|
Q2 2019
|
54 |
138,541
|
FXAIX, UMPIX, SLB, XLK
|
13F-HR
|
7/31/2019 |
000150955019000003 |
|
Q1 2019
|
57 |
138,793
|
FXAIX, UMPIX, SLB, XLK
|
13F-HR
|
4/23/2019 |
000150955019000002 |
|
Q4 2018
|
53 |
124,293
|
FXAIX, UMPIX, SLB, XLK
|
13F-HR
|
1/30/2019 |
000150955019000001 |
|
Q3 2018
|
56 |
145,910
|
Fidelity Tr 500 Index Fund Pre, SLB, UMPIX, XLK
|
13F-HR
|
10/29/2018 |
000150955018000004 |
|
Q2 2018
|
55 |
143,394
|
Fidelity Tr 500 Index Fund Pre, SLB, UMPIX, XLK
|
13F-HR
|
7/30/2018 |
000150955018000003 |
|
Q1 2018
|
61 |
166,114
|
Fidelity Tr 500 Index Fund Pre, SLB, UMPIX, XLK
|
13F-HR
|
4/19/2018 |
000150955018000002 |
|
Q4 2017
|
61 |
182,273
|
Fidelity Tr 500 Index Fund Pre, SLB, UMPIX, XLK
|
13F-HR
|
1/24/2018 |
000150955018000001 |
|
Q3 2017
|
61 |
171,216
|
Fidelity Tr 500 Index Fund Pre, SLB, UMPIX, XLK
|
13F-HR
|
10/26/2017 |
000150955017000004 |
|
Q2 2017
|
62 |
163,866
|
Fidelity Tr 500 Index Fund Pre, SLB, UMPIX, XLK
|
13F-HR
|
7/27/2017 |
000150955017000003 |
|
Q1 2017
|
73 |
176,912
|
Fidelity Tr 500 Index Fund Pre, SLB, UMPIX, DFSVX
|
13F-HR
|
5/9/2017 |
000150955017000002 |
|
Q4 2016
|
55 |
163,214
|
Fidelity 500 Index Fund - Prem, SLB, UMPIX, DFSVX
|
13F-HR
|
1/31/2017 |
000150955017000001 |
|
Q3 2016
|
56 |
155,558
|
Fidelity 500 Index Fund - Prem, SLB, UMPIX, DFSVX
|
13F-HR
|
10/26/2016 |
000150955016000008 |
|
Q2 2016
|
56 |
150,510
|
Fidelity 500 Index Fund - Prem, SLB, UMPIX, DFSVX
|
13F-HR
|
8/2/2016 |
000150955016000007 |
|
Q1 2016
|
57 |
146,315
|
Fidelity Spartan 500 Index Fun, SLB, UMPIX, Rydex Ser Funds Inverse S&P 50
|
13F-HR
|
4/28/2016 |
000150955016000006 |
|
Q4 2015
|
66 |
137,012
|
Fidelity Spartan 500 Index Fun, SLB, UMPIX, Rydex Ser Funds Inverse S&P 50
|
13F-HR
|
2/1/2016 |
000150955016000005 |
|
Q3 2015
|
69 |
132,132
|
SLB, Fidelity Spartan 500 Index Fun, UMPIX, Rydex Ser Funds Inverse S&P 50
|
13F-HR
|
10/29/2015 |
000150955015000004 |
|
Q2 2015
|
70 |
143,695
|
SLB, Fidelity Spartan 500 Index Fun, UMPIX, DFSVX
|
13F-HR
|
7/30/2015 |
000150955015000003 |
|
Q1 2015
|
69 |
138,558
|
SLB, Fidelity Spartan 500 Index Fun, UMPIX, DFSVX
|
13F-HR
|
4/28/2015 |
000150955015000002 |
|
Q4 2014
|
64 |
138,803
|
SLB, Rydex Ser Funds Inverse S&P 50, Fidelity Spartan 500 Index Fun, OEF
|
13F-HR
|
2/2/2015 |
000150955015000001 |
|
Q3 2014
|
64 |
132,620
|
SLB, Fidelity Spartan 500 Index Fun, OEF, DFSVX
|
13F-HR
|
11/6/2014 |
000150955014000004 |
|
Q2 2014
|
63 |
138,758
|
SLB, Fidelity Spartan 500 Index Fun, OEF, DFSVX
|
13F-HR
|
7/30/2014 |
000150955014000003 |
|
Q1 2014
|
53 |
126,022
|
SLB, Fidelity Spartan 500 Index Fun, OEF, ProFunds UltraBear Invs
|
13F-HR
|
4/30/2014 |
000150955014000002 |
|
Q4 2013
|
50 |
118,283
|
SLB, Fidelity Spartan 500 Index Fun, OEF, DFSVX
|
13F-HR
|
2/4/2014 |
000150955014000001 |