|
Q4 2023
|
156 |
205,926 |
MSFT, PEP, SHW, VZ
|
13F-HR
|
2/6/2024 |
000194104024000084 |
|
Q3 2023
|
151 |
192,639 |
PEP, MSFT, BA, MOD
|
13F-HR
|
10/31/2023 |
000194104023000328 |
|
Q2 2023
|
75 |
130,321 |
GE, LYV, NVDA, PEP
|
13F-HR
|
8/7/2023 |
000194104023000194 |
|
Q1 2023
|
64 |
102,193 |
PEP, ABT, OKE, AMZN
|
13F-HR
|
5/9/2023 |
000194104023000135 |
|
Q4 2022
|
54 |
94,167 |
PEP, JCI, RSP, TLT
|
13F-HR
|
2/2/2023 |
000194104023000045 |
|
Q3 2022
|
59 |
84,460 |
RSP, PEP, GIS, OKE
|
13F-HR
|
11/9/2022 |
000153522722000008 |
|
Q2 2022
|
79 |
137,379 |
PEP, RSP, TIP, ESS
|
13F-HR
|
8/9/2022 |
000153522722000006 |
|
Q1 2022
|
112 |
195,584 |
TIP, DTE, AAPL, WMT
|
13F-HR
|
5/5/2022 |
000153522722000004 |
|
Q4 2021
|
126 |
245,782 |
AMZN, JPHY, PEP, AOA
|
13F-HR
|
2/9/2022 |
000153522722000002 |
|
Q3 2021
|
127 |
195,819 |
TSLA, JPHY, AOA, AMZN
|
13F-HR
|
11/9/2021 |
000153522721000012 |
|
Q2 2021
|
122 |
219,545 |
JPHY, OKE, PEP, AMZN
|
13F-HR
|
8/12/2021 |
000153522721000009 |
|
Q1 2021
|
109 |
196,500 |
KMB, JPHY, AOA, AMZN
|
13F-HR
|
5/13/2021 |
000153522721000004 |
|
Q4 2020
|
130 |
213,947 |
TLT, JPHY, PG, AMZN
|
13F-HR
|
2/4/2021 |
000153522721000002 |
|
Q3 2020
|
94 |
181,919 |
JPHY, PG, LQD, AMZN
|
13F-HR
|
11/13/2020 |
000153522720000007 |
|
Q2 2020
|
92 |
176,320 |
LQD, TLT, GIS, CLX
|
13F-HR
|
8/14/2020 |
000153522720000005 |
|
Q1 2020
|
126 |
132,686 |
LQD, CPB, HYG, JBHT
|
13F-HR
|
5/15/2020 |
000153522720000003 |
|
Q4 2019
|
117 |
434,399 |
HQY, SYY, TLT, SHYG
|
13F-HR
|
2/13/2020 |
000153522720000001 |
|
Q3 2019
|
99 |
177,180 |
SEDG, TLT, GIS, TSN
|
13F-HR
|
11/12/2019 |
000153522719000005 |
|
Q2 2019
|
112 |
192,543 |
TLT, NEE, Pepisco, TTWO
|
13F-HR
|
8/6/2019 |
000153522719000003 |
|
Q1 2019
|
105 |
173,376 |
TLT, GIS, NEE, NOW
|
13F-HR
|
4/29/2019 |
000153522719000002 |
|
Q4 2018
|
70 |
76,703 |
TLT, GIS, DPZ, AMZN
|
13F-HR
|
2/13/2019 |
000153522719000001 |
|
Q3 2018
|
123 |
220,705 |
TLT, LULU, ETSY, Chubb
|
13F-HR
|
11/13/2018 |
000153522718000006 |
|
Q2 2018
|
111 |
193,162 |
TLT, LULU, VB, ETSY
|
13F-HR
|
8/14/2018 |
000153522718000004 |
|
Q1 2018
|
98 |
150,742 |
LULU, NEE, TLT, VB
|
13F-HR
|
5/11/2018 |
000153522718000002 |
|
Q4 2017
|
103 |
200,062 |
CAT, TSN, LULU, NEE
|
13F-HR
|
2/1/2018 |
000153522718000001 |
|
Q3 2017
|
88 |
190,105 |
TLT, LRCX, CAT, REM
|
13F-HR
|
11/9/2017 |
000153522717000004 |
|
Q2 2017
|
85 |
156,676 |
EWW, VHT, C, FDX
|
13F-HR
|
8/10/2017 |
000153522717000003 |
|
Q1 2017
|
85 |
185,834 |
HYS, AMZN, VWO, GS
|
13F-HR
|
5/15/2017 |
000153522717000002 |
|
Q4 2016
|
100 |
168,410 |
GS, DXJ, VIS, VB
|
13F-HR
|
2/9/2017 |
000153522717000001 |
|
Q3 2016
|
104 |
158,905 |
UNP, DOV, AMZN, LED Medical Diagnostics
|
13F-HR
|
11/14/2016 |
000153522716000008 |
|
Q2 2016
|
105 |
150,769 |
EMB, AYI, PXD, UNP
|
13F-HR
|
8/15/2016 |
000153522716000007 |
|
Q1 2016
|
102 |
130,851 |
NUE, FAST, EMB, NKE
|
13F-HR
|
5/13/2016 |
000153522716000006 |
|
Q4 2015
|
91 |
116,096 |
AMZN, NKE, Guggenheim S&P 500 Pure Grow, ICE
|
13F-HR
|
2/12/2016 |
000153522716000005 |
|
Q3 2015
|
86 |
98,083 |
ACN, AMZN, Guggenheim S&P 500 Pure Grow, IJH
|
13F-HR
|
11/12/2015 |
000153522715000004 |
|
Q2 2015
|
113 |
133,518 |
IJH, AMZN, ACN, CAT
|
13F-HR
|
8/13/2015 |
000153522715000003 |
|
Q1 2015
|
130 |
152,854 |
IJH, ACN, PPG, Guggenheim S&P 500 Pure Growth
|
13F-HR
|
5/13/2015 |
000153522715000002 |
|
Q4 2014
|
125 |
142,040 |
AAPL, IDXX, JLL, BBY
|
13F-HR
|
2/9/2015 |
000153522715000001 |
|
Q3 2014
|
122 |
121,708 |
GILD, AAPL, RTN, BBY
|
13F-HR
|
11/13/2014 |
000153522714000009 |
|
Q2 2014
|
119 |
110,815 |
HON, CF, EWW, AAPL
|
13F-HR
|
8/14/2014 |
000153522714000008 |
|
Q1 2014
|
116 |
129,426 |
ALK, VMW, IDXX, Actavis
|
13F-HR
|
5/15/2014 |
000153522714000006 |
|
Q4 2013
|
118 |
114,532 |
AAPL, GOOGL, DBK.DE, NFLX
|
13F-HR
|
2/13/2014 |
000153522714000004 |