|
Q1 2024
|
62 |
618,118 |
QQQ, SPY, RSP, IWR
|
13F-HR
|
4/22/2024 |
000110465924049847 |
|
Q4 2023
|
64 |
567,009 |
QQQ, SPY, RSP, IWR
|
13F-HR
|
1/18/2024 |
000110465924004705 |
|
Q3 2023
|
66 |
517,047 |
QQQ, SPY, RSP, IWR
|
13F-HR
|
10/19/2023 |
000110465923110017 |
|
Q2 2023
|
66 |
558,227 |
QQQ, SPY, RSP, IWR
|
13F-HR
|
7/14/2023 |
000110465923081153 |
|
Q1 2023
|
67 |
511,810 |
QQQ, SPY, RSP, IWR
|
13F-HR
|
4/27/2023 |
000110465923050896 |
|
Q4 2022
|
68 |
467,574 |
QQQ, SPY, RSP, IWR
|
13F-HR
|
2/7/2023 |
000110465923011550 |
|
Q3 2022
|
71 |
461,124 |
QQQ, SPY, RSP, IWR
|
13F-HR
|
10/25/2022 |
000110465922111233 |
|
Q2 2022
|
82 |
524,542 |
QQQ, SPY, RSP, IWR
|
13F-HR
|
8/2/2022 |
000110465922085001 |
|
Q1 2022
|
75 |
613,421 |
QQQ, RSP, SPY, UPSTART HLDGS INC
|
13F-HR
|
4/28/2022 |
000110465922051775 |
|
Q4 2021
|
74 |
631,099 |
QQQ, RSP, SPY, UPSTART HLDGS INC
|
13F-HR
|
2/1/2022 |
000110465922010109 |
|
Q3 2021
|
72 |
637,842 |
QQQ, UPSTART HLDGS INC, RSP, SPY
|
13F-HR
|
10/27/2021 |
000110465921130503 |
|
Q2 2021
|
73 |
601,595 |
QQQ, RSP, SPY, UPSTART HLDGS INC
|
13F-HR
|
7/22/2021 |
000110465921094717 |
|
Q1 2021
|
71 |
455,001 |
QQQ, RSP, SPY, IWM
|
13F-HR
|
5/3/2021 |
000110465921059744 |
|
Q4 2020
|
72 |
383,426 |
QQQ, IEUR, SPY, AAPL
|
13F-HR
|
1/19/2021 |
000110465921005304 |
|
Q3 2020
|
62 |
297,250 |
QQQ, IEUR, SPY, AAPL
|
13F-HR
|
10/21/2020 |
000110465920116668 |
|
Q2 2020
|
62 |
264,605 |
IEUR, QQQ, SPY, AAPL
|
13F-HR
|
7/16/2020 |
000110465920083967 |
|
Q1 2020
|
65 |
226,501 |
QQQ, IEUR, SPY, AAPL
|
13F-HR
|
4/21/2020 |
000110465920049109 |
|
Q4 2019
|
46 |
212,690 |
IEUR, BAC, AAPL, QQQ
|
13F-HR
|
1/23/2020 |
000110465920006130 |
|
Q3 2019
|
46 |
194,092 |
IEUR, BAC, QQQ, AAPL
|
13F-HR
|
10/21/2019 |
000110465919055115 |
|
Q2 2019
|
43 |
190,956 |
IEUR, BAC, QQQ, IWR
|
13F-HR
|
7/26/2019 |
000110465919041995 |
|
Q1 2019
|
44 |
200,394 |
IEUR, SPY, BAC, AVGO
|
13F-HR
|
4/16/2019 |
000110465919021520 |
|
Q4 2018
|
47 |
195,846 |
IEUR, SPY, QQQ, BAC
|
13F-HR
|
1/22/2019 |
000110465919002642 |
|
Q3 2018
|
48 |
214,441 |
IEUR, BAC, IWR, QQQ
|
13F-HR
|
10/17/2018 |
000110465918062427 |
|
Q2 2018
|
46 |
206,461 |
IEUR, BAC, MU, IWR
|
13F-HR
|
7/19/2018 |
000110465918045943 |
|
Q1 2018
|
44 |
206,772 |
IEUR, BAC, MU, IWR
|
13F-HR
|
4/20/2018 |
000110465918025478 |
|
Q4 2017
|
47 |
194,193 |
IEUR, BAC, IWR, AVGO
|
13F-HR
|
1/26/2018 |
000110465918004126 |
|
Q3 2017
|
47 |
198,002 |
IEUR, BAC, IWR, AVGO
|
13F-HR
|
10/24/2017 |
000110465917063473 |
|
Q2 2017
|
47 |
187,723 |
IEUR, BAC, IWR, AVGO
|
13F-HR
|
8/1/2017 |
000110465917048351 |
|
Q1 2017
|
49 |
175,383 |
IEUR, BAC, QQQ, AVGO
|
13F-HR
|
4/27/2017 |
000110465917026720 |
|
Q4 2016
|
50 |
159,527 |
IEUR, BAC, QQQ, GMLP
|
13F-HR
|
1/27/2017 |
000110465917004546 |
|
Q3 2016
|
55 |
163,370 |
IEUR, BAC, QQQ, AVGO
|
13F-HR
|
10/28/2016 |
000110465916152790 |
|
Q2 2016
|
66 |
197,719 |
IEUR, IWV, BAC, QQQ
|
13F-HR
|
7/14/2016 |
000110465916132534 |
|
Q1 2016
|
66 |
216,371 |
IEUR, IWV, SPY, BAC
|
13F-HR
|
5/4/2016 |
000110465916117477 |
|
Q4 2015
|
72 |
223,049 |
DBEU, IWV, BAC, BRCM
|
13F-HR
|
1/28/2016 |
000110465916092183 |
|
Q3 2015
|
73 |
215,595 |
DBEU, IWV, BAC, SPY
|
13F-HR
|
10/26/2015 |
000110465915072625 |
|
Q2 2015
|
69 |
211,812 |
DBEU, IWV, BAC, BRCM
|
13F-HR
|
7/29/2015 |
000110465915054081 |
|
Q1 2015
|
67 |
209,248 |
DBEU, IWV, BAC, TNL
|
13F-HR
|
4/29/2015 |
000110465915031408 |
|
Q4 2014
|
71 |
200,296 |
DBEU, IWV, BAC, TNL
|
13F-HR
|
1/27/2015 |
000110465915004686 |
|
Q3 2014
|
69 |
204,094 |
EFA, IWV, BAC, ORIG
|
13F-HR
|
11/4/2014 |
000110465914076549 |
|
Q2 2014
|
59 |
196,388 |
EFA, IWV, ORIG, BAC
|
13F-HR
|
8/6/2014 |
000110465914057431 |
|
Q1 2014
|
54 |
178,023 |
EFA, IWV, ORIG, TNL
|
13F-HR
|
5/6/2014 |
000110465914035044 |
|
Q4 2013
|
52 |
164,620 |
EFA, IWV, ORIG, TNL
|
13F-HR
|
2/11/2014 |
000110465914008346 |