|
Q3 2024
|
1,163 |
469,620 |
AAPL, VYM, VTI, QQQ
|
13F-HR
|
11/20/2024 |
000153838324000005 |
|
Q2 2024
|
1,186 |
436,912 |
AAPL, VYM, QQQ, VTI
|
13F-HR
|
7/17/2024 |
000153838324000004 |
|
Q1 2024
|
1,066 |
417,167 |
AAPL, VYM, VTI, QQQ
|
13F-HR
|
4/19/2024 |
000153838324000002 |
|
Q4 2023
|
1,020 |
391,103 |
AAPL, QQQ, VYM, VTI
|
13F-HR
|
1/12/2024 |
000153838324000001 |
|
Q3 2023
|
973 |
347,288 |
AAPL, QQQ, VTI, VYM
|
13F-HR
|
11/15/2023 |
000153838323000004 |
|
Q2 2023
|
983 |
354,167 |
AAPL, QQQ, VTI, VYM
|
13F-HR
|
7/14/2023 |
000153838323000003 |
|
Q1 2023
|
995 |
340,566 |
AAPL, QQQ, VTI, VYM
|
13F-HR
|
5/17/2023 |
000153838323000002 |
|
Q4 2022
|
1,001 |
40,612,983 |
AAPL, NOC, FIDELITY ADVISOR INTERM MUNI INC I, AMZN
|
13F-HR
|
1/31/2023 |
000153838323000001 |
|
Q3 2022
|
1,011 |
41,836,278 |
AAPL, NOC, AMZN, FIDELITY ADVISOR INTERM MUNI INC I
|
13F-HR
|
11/9/2022 |
000153838322000004 |
|
Q2 2022
|
974 |
44,183,180 |
AAPL, NOC, AMERICAN CENTURY CA INTE, GOOG
|
13F-HR
|
7/15/2022 |
000153838322000003 |
|
Q1 2022
|
943 |
45,561,210 |
AAPL, NOC, AMERICAN CENTURY CA INTERM-T T-FR BD INV, GOOG
|
13F-HR
|
4/25/2022 |
000153838322000002 |
|
Q4 2021
|
946 |
43,843,703 |
AAPL, NOC, GOOG, AMZN
|
13F-HR
|
2/15/2022 |
000153838322000001 |
|
Q3 2021
|
910 |
43,381,037 |
AAPL, NOC, GOOG, AMZN
|
13F-HR
|
10/27/2021 |
000153838321000005 |
|
Q2 2021
|
887 |
43,139,840 |
AAPL, NOC, AMZN, AMERICAN CENTURY CA INTERM-T T-FR BD INV
|
13F-HR
|
7/28/2021 |
000153838321000004 |
|
Q1 2021
|
856 |
37,897,671 |
AAPL, NOC, GBIL, AMERICAN CENTURY CA INTE
|
13F-HR
|
4/14/2021 |
000153838321000003 |
|
Q4 2020
|
773 |
36,476,485 |
AAPL, NOC, GBIL, AMERICAN CENTURY CA INTE
|
13F-HR
|
1/15/2021 |
000153838321000002 |
|
Q3 2020
|
780 |
219,817,065 |
AAPL, NOC, GBIL, AMZN
|
13F-HR
|
10/14/2020 |
000153838320000006 |
|
Q2 2020
|
767 |
169,729,926 |
AAPL, NOC, GBIL, AMZN
|
13F-HR
|
7/21/2020 |
000153838320000005 |
|
Q1 2020
|
788 |
146,376,516 |
AAPL, CRON.TO, GBIL, AMZN
|
13F-HR
|
4/16/2020 |
000153838320000003 |
|
Q2 2019
|
741 |
45,218,753 |
AAPL, NOC, GOOG, AMZN
|
13F-HR
|
7/24/2019 |
000153838319000005 |
|
Q4 2018
|
808 |
273,067 |
AAPL, VTI, IEFA, AGG
|
13F-HR
|
2/5/2019 |
000153838319000001 |
|
Q3 2018
|
732 |
312,769 |
AAPL, IEFA, VTI, NOC
|
13F-HR
|
11/8/2018 |
000153838318000004 |
|
Q2 2018
|
870 |
284,150 |
AAPL, IEFA, NOC, VTI
|
13F-HR
|
8/13/2018 |
000153838318000003 |
|
Q1 2018
|
809 |
182,027 |
IEFA, VTI, AGG, NOC
|
13F-HR
|
4/16/2018 |
000153838318000002 |
|
Q4 2017
|
844 |
184,592 |
IEFA, VTI, AGG, AAPL
|
13F-HR
|
2/15/2018 |
000153838318000001 |
|
Q3 2017
|
813 |
165,680 |
AGG, VTI, IEFA, NOC
|
13F-HR
|
11/13/2017 |
000153838317000008 |
|
Q2 2017
|
820 |
153,238 |
AGG, VTI, IEFA, AAPL
|
RESTATEMENT
|
9/14/2017 |
000153838317000007 |
|
Q1 2017
|
764 |
209,418 |
AAPL, VTI, AGG, NOC
|
13F-HR
|
5/11/2017 |
000153838317000004 |
|
Q4 2016
|
630 |
146,967 |
AAPL, AGG, BND, NOC
|
13F-HR
|
5/11/2017 |
000153838317000005 |