|
Q4 2023
|
4 |
126,193 |
TFLO, TIP, IAU, NEAR
|
13F-HR
|
2/14/2024 |
000155582924000001 |
|
Q3 2023
|
41 |
917,739 |
AMZN, GOOGL, ICLR, META
|
13F-HR
|
11/13/2023 |
000155582923000005 |
|
Q2 2023
|
186 |
1,618,081 |
MSFT, AAPL, TFLO, GOOG
|
13F-HR
|
8/14/2023 |
000155582923000004 |
|
Q1 2023
|
171 |
1,542,395 |
MSFT, AAPL, TFLO, GOOG
|
13F-HR
|
5/15/2023 |
000155582923000003 |
|
Q4 2022
|
206 |
1,503,852 |
MSFT, AAPL, GOOG, NEAR
|
13F-HR
|
2/14/2023 |
000155582923000001 |
|
Q3 2022
|
194 |
1,445,463 |
AAPL, MSFT, GOOG, AMZN
|
13F-HR
|
11/3/2022 |
000155582922000005 |
|
Q2 2022
|
194 |
1,445,463 |
AAPL, MSFT, GOOG, AMZN
|
13F-HR
|
8/11/2022 |
000155582922000004 |
|
Q1 2022
|
207 |
1,850,830 |
AAPL, MSFT, GOOG, AMZN
|
13F-HR
|
5/16/2022 |
000155582922000003 |
|
Q4 2021
|
238 |
2,114,122 |
MSFT, AAPL, VTI, GOOG
|
13F-HR
|
2/14/2022 |
000155582922000001 |
|
Q3 2021
|
233 |
1,961,664 |
VTI, AAPL, MSFT, GOOG
|
13F-HR
|
11/15/2021 |
000155582921000007 |
|
Q2 2021
|
228 |
1,932,715 |
VTI, MSFT, GOOG, AAPL
|
13F-HR
|
8/16/2021 |
000155582921000005 |
|
Q1 2021
|
216 |
1,729,341 |
MSFT, AAPL, VTI, GOOG
|
13F-HR
|
5/17/2021 |
000155582921000004 |
|
Q4 2020
|
248 |
1,698,836 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
2/17/2021 |
000155582921000001 |
|
Q3 2020
|
233 |
1,430,114 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
11/16/2020 |
000155582920000006 |
|
Q2 2020
|
203 |
1,234,415 |
MSFT, AAPL, GOOG, AMZN
|
13F-HR
|
8/14/2020 |
000155582920000005 |
|
Q1 2020
|
164 |
994,815 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
5/15/2020 |
000155582920000004 |
|
Q4 2019
|
177 |
1,360,726 |
VTI, GOOG, MSFT, AAPL
|
13F-HR
|
2/12/2020 |
000155582920000003 |
|
Q3 2019
|
183 |
1,243,882 |
GOOG, VTI, MSFT, AAPL
|
13F-HR
|
11/13/2019 |
000155582919000005 |
|
Q2 2019
|
172 |
1,144,600 |
VTI, MSFT, GOOG, AMZN
|
13F-HR
|
8/14/2019 |
000155582919000004 |
|
Q1 2019
|
168 |
1,100,938 |
MSFT, VTI, AAPL, GOOG
|
13F-HR
|
5/16/2019 |
000155582919000003 |
|
Q4 2018
|
167 |
953,593 |
VTI, MSFT, AAPL, GOOG
|
13F-HR
|
2/14/2019 |
000155582919000002 |
|
Q3 2018
|
173 |
1,064,435 |
VTI, AMZN, AAPL, MSFT
|
13F-HR
|
11/15/2018 |
000155582918000006 |
|
Q2 2018
|
164 |
1,052,438 |
VTI, AAPL, MSFT, GOOG
|
13F-HR
|
8/14/2018 |
000155582918000004 |
|
Q1 2018
|
165 |
1,015,486 |
VTI, VXUS, MSFT, AAPL
|
13F-HR
|
5/16/2018 |
000155582918000003 |
|
Q4 2017
|
151 |
913,613 |
VTI, AAPL, META, MSFT
|
13F-HR
|
2/13/2018 |
000155582918000002 |
|
Q3 2017
|
128 |
830,199 |
VTI, AAPL, MSFT, AMZN
|
13F-HR
|
11/7/2017 |
000155582917000009 |
|
Q2 2017
|
142 |
1,094,675 |
VTI, VXUS, JPM, MSFT
|
13F-HR
|
8/10/2017 |
000155582917000005 |
|
Q1 2017
|
156 |
1,215,046 |
VTI, VXUS, AAPL, MSFT
|
13F-HR
|
5/16/2017 |
000155582917000004 |
|
Q4 2016
|
138 |
1,172,965 |
VTI, VXUS, MSFT, JPM
|
13F-HR
|
2/8/2017 |
000155582917000003 |
|
Q3 2016
|
123 |
1,159,510 |
VTI, VXUS, AAPL, MSFT
|
13F-HR
|
11/8/2016 |
000155582916000029 |
|
Q2 2016
|
104 |
1,024,472 |
VTI, VXUS, NEM, KR
|
13F-HR
|
8/11/2016 |
000155582916000028 |
|
Q1 2016
|
106 |
977,828 |
VTI, VXUS, AAPL, META
|
13F-HR
|
5/11/2016 |
000155582916000025 |
|
Q4 2015
|
99 |
894,109 |
RYDEX ETF TRUST, GOOG, MICROSOFT CORP, KR
|
13F-HR
|
2/17/2016 |
000155582916000024 |
|
Q3 2015
|
95 |
851,660 |
RYDEX ETF TRUST, KR, RSG, EFAV
|
13F-HR
|
11/2/2015 |
000155582915000018 |
|
Q2 2015
|
79 |
937,910 |
RYDEX ETF TRUST, KR, META, VZ
|
13F-HR
|
8/11/2015 |
000155582915000013 |
|
Q1 2015
|
68 |
982,960 |
RYDEX ETF TRUST, KR, XLY, XLV
|
13F-HR
|
5/13/2015 |
000155582915000010 |
|
Q4 2014
|
65 |
1,003,280 |
RYDEX ETF TRUST, SPLV, XLV, KR
|
13F-HR
|
2/13/2015 |
000155582915000004 |
|
Q3 2014
|
68 |
1,067,547 |
VEA, RYDEX ETF TRUST, XLV, KR
|
13F-HR
|
10/28/2014 |
000155582914000008 |
|
Q2 2014
|
52 |
974,632 |
VEA, XLE, ACWV, RYDEX ETF TRUST
|
13F-HR
|
8/6/2014 |
000155582914000006 |
|
Q1 2014
|
44 |
821,160 |
ACWV, AAPL, KR, HBAN
|
13F-HR
|
5/12/2014 |
000155582914000005 |
|
Q4 2013
|
44 |
791,438 |
ACWV, AAPL, HBAN, GOOGL
|
13F-HR
|
1/28/2014 |
000155582914000004 |