|
Q4 2023
|
147 |
759,598 |
U S TREASURY BILL, VOO, MSFT, SCHWAB VALUE ADVANTAGE MONEY ULTRA
|
13F-HR
|
2/14/2024 |
000153679924000001 |
|
Q3 2023
|
156 |
699,304 |
UNITED STS TREAS BILLS, MSFT, SCHWAB VALUE ADVANTAGE MONEY INV, AAPL
|
13F-HR
|
11/14/2023 |
000153679923000007 |
|
Q2 2023
|
130 |
681,122 |
UNITED STS TREAS BILLS, MSFT, AAPL, SPLG
|
13F-HR
|
8/2/2023 |
000153679923000006 |
|
Q1 2023
|
131 |
132,950 |
GD, ON S&P 500(R) INDEX PORTFOLIO (GEODE), EQ/EQUITY 500 INDEX, AFG
|
13F-HR
|
5/12/2023 |
000153679923000005 |
|
Q4 2022
|
85 |
272,127 |
MSFT, AAPL, LMT, NEE
|
13F-HR
|
2/10/2023 |
000153679923000001 |
|
Q3 2022
|
101 |
507,793 |
AAPL, BIL, USFR, MSFT
|
13F-HR
|
11/14/2022 |
000153679922000006 |
|
Q2 2022
|
87 |
215,843 |
BIL, MSFT, SHV, AAPL
|
13F-HR
|
8/1/2022 |
000153679922000004 |
|
Q1 2022
|
110 |
720,334 |
MSFT, BRK-A, BIL, AAPL
|
13F-HR
|
5/4/2022 |
000153679922000003 |
|
Q4 2021
|
113 |
790,177 |
MSFT, QQQ, AAPL, BIL
|
13F-HR
|
2/9/2022 |
000153679922000001 |
|
Q3 2021
|
88 |
8,253 |
AMZN, GOOGL, GOOG, BLK
|
13F-HR
|
12/10/2021 |
000153679921000005 |
|
Q2 2021
|
124 |
790,405 |
MSFT, AMZN, QQQ, AAPL
|
13F-HR
|
8/3/2021 |
000153679921000004 |
|
Q1 2021
|
118 |
667,064 |
MSFT, BIL, QQQ, AMZN
|
13F-HR
|
4/12/2021 |
000153679921000003 |
|
Q4 2020
|
128 |
733,306 |
AMD, BIL, SHW, AMZN
|
13F-HR
|
2/2/2021 |
000153679921000001 |
|
Q3 2020
|
122 |
667,326 |
AMD, BIL, AMZN, SHW
|
13F-HR
|
10/13/2020 |
000153679920000005 |
|
Q2 2020
|
124 |
562,704 |
BIL, SHV, QQQ, SHW
|
13F-HR
|
7/27/2020 |
000153679920000004 |
|
Q1 2020
|
104 |
478,360 |
BIL, SHV, QQQ, MSFT
|
13F-HR
|
5/13/2020 |
000153679920000003 |
|
Q4 2019
|
151 |
602,570 |
IVV, BIL, SPY, MSFT
|
13F-HR
|
2/4/2020 |
000153679920000002 |
|
Q3 2019
|
121 |
477,480 |
SPLG, BIL, IVV, QUS
|
13F-HR
|
11/7/2019 |
000153679919000005 |
|
Q2 2019
|
90 |
459,751 |
BIL, SPLG, IVV, AMD
|
13F-HR
|
7/12/2019 |
000153679919000004 |
|
Q1 2019
|
86 |
409,067 |
BIL, IVV, SPLG, AMD
|
13F-HR
|
5/9/2019 |
000153679919000003 |
|
Q4 2018
|
81 |
333,922 |
BIL, IVV, JPST, SPYV
|
13F-HR
|
1/24/2019 |
000153679919000002 |
|
Q3 2018
|
87 |
475,359 |
AMZN, IVV, SPLG, AAPL
|
13F-HR
|
11/14/2018 |
000153679918000005 |
|
Q2 2018
|
88 |
429,431 |
IVV, AAPL, AMZN, SPLG
|
13F-HR
|
8/8/2018 |
000153679918000004 |
|
Q1 2018
|
91 |
358,023 |
IVV, SPLG, QQQ, SPTM
|
13F-HR
|
5/3/2018 |
000153679918000003 |
|
Q4 2017
|
91 |
394,184 |
IVV, SPLG, SPTM, QQQ
|
13F-HR
|
2/5/2018 |
000153679918000002 |
|
Q3 2017
|
84 |
369,398 |
IVV, VCIT, VTI, IWV
|
13F-HR
|
11/9/2017 |
000153679917000006 |
|
Q2 2017
|
73 |
315,775 |
IVV, VCIT, VTI, IWV
|
13F-HR
|
8/10/2017 |
000153679917000004 |
|
Q1 2017
|
66 |
276,875 |
IVV, VCIT, VTI, IWV
|
13F-HR
|
5/8/2017 |
000153679917000003 |
|
Q4 2016
|
65 |
256,162 |
IVV, AGG, VCIT, VYM
|
13F-HR
|
2/8/2017 |
000153679917000002 |
|
Q3 2016
|
65 |
264,089 |
IVV, AGG, VCIT, BND
|
13F-HR
|
11/3/2016 |
000153679916000010 |
|
Q2 2016
|
67 |
268,779 |
IVV, AGG, VCIT, VCSH
|
13F-HR
|
8/4/2016 |
000153679916000008 |
|
Q1 2016
|
63 |
259,395 |
VCSH, IVV, AGG, MGK
|
13F-HR
|
5/2/2016 |
000153679916000007 |
|
Q4 2015
|
65 |
252,927 |
VCSH, IVV, VTI, MGK
|
13F-HR
|
2/4/2016 |
000153679916000005 |
|
Q3 2015
|
122 |
279,035 |
VCSH, IVV, VTI, IGSB
|
13F-HR
|
10/30/2015 |
000153679915000004 |
|
Q2 2015
|
106 |
295,522 |
VCSH, IVV, VTI, QQQ
|
13F-HR
|
7/29/2015 |
000153679915000003 |
|
Q1 2015
|
116 |
310,432 |
IVV, LQD, IWB, VTI
|
13F-HR
|
5/4/2015 |
000153679915000002 |
|
Q4 2014
|
115 |
306,531 |
IVV, LQD, IWB, QQQ
|
13F-HR
|
2/6/2015 |
000101728415000003 |