|
Q2 2021
|
1 |
0 |
|
13F-HR
|
10/21/2021 |
000151257521000003 |
|
Q1 2021
|
1 |
0 |
|
13F-HR
|
10/21/2021 |
000151257521000002 |
|
Q4 2020
|
1 |
0 |
|
13F-HR
|
10/21/2021 |
000151257521000001 |
|
Q3 2020
|
1 |
25,205 |
IVV
|
13F-HR
|
10/21/2020 |
000151257520000004 |
|
Q2 2020
|
11 |
166,358 |
IWB, SPY, VOO, IVV
|
13F-HR
|
7/29/2020 |
000151257520000003 |
|
Q1 2020
|
9 |
52,228 |
SPY, QQQ, MTUM, LQD
|
13F-HR
|
4/24/2020 |
000151257520000002 |
|
Q4 2019
|
21 |
355,972 |
XLY, IWB, DIA, SPY
|
13F-HR
|
1/30/2020 |
000151257520000001 |
|
Q3 2019
|
19 |
215,685 |
IEF, XLV, XLY, XLI
|
13F-HR
|
10/31/2019 |
000151257519000005 |
|
Q2 2019
|
6 |
100,135 |
XLY, XLF, XLV, XLC
|
13F-HR
|
8/7/2019 |
000151257519000004 |
|
Q1 2019
|
3 |
80,643 |
DIA, QQQ, SPY
|
13F-HR
|
4/18/2019 |
000151257519000003 |
|
Q4 2018
|
15 |
195,052 |
TLT, DIA, IVV, SPY
|
RESTATEMENT
|
2/14/2019 |
000151257519000002 |
|
Q3 2018
|
12 |
358,889 |
XLK, XLF, LQD, XLY
|
13F-HR
|
11/6/2018 |
000151257518000005 |
|
Q2 2018
|
12 |
443,669 |
XLU, IEF, DIA, XLK
|
13F-HR
|
8/8/2018 |
000151257518000003 |
|
Q1 2018
|
13 |
311,913 |
IEF, VOO, XLV, XLP
|
13F-HR
|
5/9/2018 |
000151257518000002 |
|
Q4 2017
|
19 |
363,979 |
XLF, VOO, XLV, SPY
|
13F-HR
|
1/23/2018 |
000151257518000001 |
|
Q3 2017
|
9 |
233,683 |
XLF, IVV, DIA, TLT
|
13F-HR
|
10/31/2017 |
000151257517000005 |
|
Q2 2017
|
11 |
281,631 |
XLV, XLU, TLT, SPY
|
13F-HR
|
8/10/2017 |
000151257517000004 |
|
Q1 2017
|
11 |
172,176 |
SPY, IVV, QQQ, XLV
|
13F-HR
|
5/2/2017 |
000151257517000003 |
|
Q4 2016
|
8 |
135,236 |
QQQ, SPY, TLT, XLF
|
13F-HR
|
2/14/2017 |
000151257517000002 |
|
Q3 2016
|
844 |
33,835,782 |
AAPL, MSFT, IVV, XOM
|
13F-HR
|
11/1/2016 |
000151257516000008 |
|
Q2 2016
|
854 |
32,633,328 |
AAPL, IVV, MSFT, XOM
|
13F-HR
|
8/2/2016 |
000151257516000007 |
|
Q1 2016
|
847 |
31,582,589 |
AAPL, MSFT, IVV, XOM
|
13F-HR
|
4/27/2016 |
000151257516000006 |
|
Q4 2015
|
791 |
30,366,667 |
AAPL, MSFT, IVV, XOM
|
13F-HR
|
2/9/2016 |
000151257516000005 |
|
Q3 2015
|
846 |
28,913,553 |
AAPL, MSFT, IVV, XOM
|
13F-HR
|
11/12/2015 |
000151257515000004 |
|
Q2 2015
|
852 |
30,267,995 |
AAPL, MSFT, XOM, IVV
|
13F-HR
|
8/13/2015 |
000151257515000003 |
|
Q1 2015
|
868 |
29,505,182 |
AAPL, XOM, MSFT, IVV
|
13F-HR
|
5/14/2015 |
000151257515000002 |
|
Q4 2014
|
839 |
28,423,450 |
AAPL, XOM, MSFT, IVV
|
13F-HR
|
2/12/2015 |
000151257515000001 |
|
Q3 2014
|
791 |
26,469,956 |
ISHARES TR, APPLE INC, EXXON MOBIL CORP, MICROSOFT CORP
|
13F-HR
|
11/14/2014 |
000151257514000005 |
|
Q2 2014
|
786 |
27,951,812 |
ISHARES TR, APPLE INC, EXXON MOBIL CORP, MICROSOFT CORP
|
RESTATEMENT
|
9/9/2014 |
000151257514000004 |
|
Q1 2014
|
790 |
26,649,852 |
APPLE INC, ISHARES TR, EXXON MOBIL CORP, MICROSOFT CORP
|
13F-HR
|
5/15/2014 |
000151257514000002 |
|
Q4 2013
|
766 |
26,407,940 |
APPLE INC, EXXON MOBIL CORP, ISHARES TR, GOOGLE INC
|
13F-HR
|
2/12/2014 |
000151257514000001 |