|
Q4 2023
|
139 |
178,983 |
SPY, MSFT, RSP, IWM
|
13F-HR
|
2/9/2024 |
000154159624000001 |
|
Q3 2023
|
137 |
165,039 |
SPY, MSFT, RSP, BSCO
|
13F-HR
|
11/1/2023 |
000154159623000004 |
|
Q2 2023
|
138 |
168,259 |
SPY, BSCN, MSFT, BSCO
|
13F-HR
|
7/28/2023 |
000154159623000003 |
|
Q1 2023
|
128 |
156,348 |
SPY, BSCN, BSCO, RSP
|
13F-HR
|
5/16/2023 |
000154159623000002 |
|
Q4 2022
|
125 |
152,950 |
SPY, BSCN, BSCO, FTSL
|
13F-HR
|
2/6/2023 |
000154159623000001 |
|
Q3 2022
|
128 |
149,866 |
SPY, BSCN, FTSL, MSFT
|
13F-HR
|
11/9/2022 |
000154159622000003 |
|
Q2 2022
|
137 |
159,750 |
SPY, BSCN, FTSL, MSFT
|
13F-HR
|
8/15/2022 |
000193010922000003 |
|
Q1 2022
|
143 |
190,663 |
SPY, MSFT, BSCN, IWM
|
13F-HR
|
5/11/2022 |
000154159622000002 |
|
Q4 2021
|
140 |
203,040 |
SPY, MSFT, IWM, IEFA
|
13F-HR
|
1/26/2022 |
000154159622000001 |
|
Q3 2021
|
138 |
188,990 |
SPY, MSFT, IWM, IEFA
|
13F-HR
|
12/6/2021 |
000154159621000004 |
|
Q2 2021
|
145 |
191,174 |
SPY, MSFT, IWM, PYPL
|
13F-HR
|
8/4/2021 |
000154159621000003 |
|
Q1 2021
|
142 |
179,344 |
SPY, IWM, MSFT, IEFA
|
13F-HR
|
6/10/2021 |
000154159621000002 |
|
Q4 2020
|
134 |
168,883 |
SPY, MSFT, IWM, IEFA
|
13F-HR
|
1/25/2021 |
000154159621000001 |
|
Q3 2020
|
123 |
149,990 |
SPY, MSFT, FPE, IWM
|
13F-HR
|
11/30/2020 |
000154159620000004 |
|
Q2 2020
|
117 |
139,579 |
SPY, MSFT, FPE, IWM
|
13F-HR
|
8/6/2020 |
000154159620000003 |
|
Q1 2020
|
105 |
115,432 |
SPY, FPE, AMZN, MSFT
|
13F-HR
|
5/15/2020 |
000154159620000002 |
|
Q4 2019
|
130 |
160,472 |
SPY, RSP, IWM, FPE
|
13F-HR
|
2/14/2020 |
000154159620000001 |
|
Q3 2019
|
131 |
149,794 |
SPY, RSP, IWM, FPE
|
13F-HR
|
11/13/2019 |
000154159619000004 |
|
Q2 2019
|
136 |
152,008 |
SPY, RSP, IWM, FPE
|
13F-HR
|
8/12/2019 |
000154159619000003 |
|
Q1 2019
|
137 |
143,271 |
SPY, RSP, IWM, FPE
|
13F-HR
|
5/15/2019 |
000154159619000002 |
|
Q4 2018
|
129 |
124,657 |
SPY, RSP, IWM, FPE
|
13F-HR
|
2/15/2019 |
000154159619000001 |
|
Q3 2018
|
147 |
151,267 |
SPY, IWM, RSP, BSCJ
|
13F-HR
|
11/13/2018 |
000154159618000004 |
|
Q2 2018
|
148 |
144,696 |
SPY, RSP, IWM, BSCJ
|
13F-HR
|
8/14/2018 |
000154159618000003 |
|
Q1 2018
|
140 |
139,498 |
SPY, CLAYMORE EXCHANGE TRD FD TR, RSP.MX, IWM
|
13F-HR
|
5/16/2018 |
000154159618000002 |
|
Q4 2017
|
140 |
140,669 |
SPY, CLAYMORE EXCHANGE TRD FD, RSP.MX, IGIB
|
13F-HR
|
2/15/2018 |
000154159618000001 |
|
Q3 2017
|
138 |
134,657 |
SPY, IGIB, CLAYMORE EXCHANGE TRD FD TR, RSP.MX
|
13F-HR
|
11/15/2017 |
000154159617000007 |
|
Q2 2017
|
131 |
132,906 |
SPY, XOM, IGIB, RSP.MX
|
13F-HR
|
8/15/2017 |
000154159617000006 |
|
Q1 2017
|
129 |
135,029 |
SPY, XOM, IGIB, WM
|
13F-HR
|
5/3/2017 |
000154159617000004 |
|
Q4 2016
|
130 |
132,761 |
IOC, SPY, IGIB, WM
|
13F-HR
|
2/27/2017 |
000154159617000003 |
|
Q3 2016
|
124 |
126,132 |
IOC, SPY, IGIB, WM
|
13F-HR
|
11/8/2016 |
000090572916000743 |
|
Q2 2016
|
126 |
121,532 |
IOC, SPY, IGIB, WM
|
13F-HR
|
8/9/2016 |
000090572916000642 |
|
Q1 2016
|
117 |
109,181 |
SPY, IOC, IGIB, HYS
|
13F-HR
|
4/29/2016 |
000090572916000523 |
|
Q4 2015
|
117 |
100,585 |
IOC, IGIB, SPY, HYS
|
13F-HR
|
2/11/2016 |
000090572916000418 |
|
Q3 2015
|
117 |
102,472 |
IOC, IGIB, SPY, HYS
|
13F-HR
|
11/13/2015 |
000090572915000319 |
|
Q2 2015
|
122 |
119,074 |
IOC, IGIB, HYS, SPY
|
13F-HR
|
7/23/2015 |
000090572915000239 |
|
Q1 2015
|
127 |
124,991 |
IOC, SDY, IGIB, HYS
|
13F-HR
|
4/30/2015 |
000090572915000163 |
|
Q4 2014
|
123 |
119,060 |
IOC, SDY, IGIB, HYS
|
13F-HR
|
2/9/2015 |
000090572915000040 |
|
Q3 2014
|
117 |
119,557 |
IOC, SDY, IGIB, HYS
|
13F-HR
|
10/20/2014 |
000090572914000288 |
|
Q2 2014
|
135 |
163,754 |
IOC, SDY, IGIB, HYS
|
13F-HR
|
8/11/2014 |
000090572914000264 |
|
Q1 2014
|
122 |
156,806 |
IOC, SDY, IGIB, HYS
|
13F-HR
|
5/1/2014 |
000090572914000159 |
|
Q4 2013
|
126 |
149,932 |
IOC, SDY, SPY, HYS
|
13F-HR
|
1/27/2014 |
000090572914000052 |