Q3 2024
|
268 |
428,255 |
ORLY, AAPL, MSFT, VOO
|
13F-HR
|
10/7/2024 |
000175496024000475 |
Q2 2024
|
257 |
374,482 |
ORLY, AAPL, VOO, RYT
|
13F-HR
|
7/22/2024 |
000175496024000307 |
Q1 2024
|
247 |
363,890 |
ORLY, AAPL, NVDA, VTI
|
13F-HR
|
4/11/2024 |
000175496024000134 |
Q4 2023
|
227 |
339,137 |
ORLY, AAPL, FIXD, RYT
|
13F-HR
|
1/17/2024 |
000175496024000032 |
Q3 2023
|
212 |
313,692 |
ORLY, AAPL, FIXD, RYT
|
13F-HR
|
10/13/2023 |
000175496023000279 |
Q2 2023
|
214 |
326,636 |
ORLY, AAPL, FIXD, RYT
|
13F-HR
|
7/12/2023 |
000175496023000178 |
Q1 2023
|
220 |
315,677 |
ORLY, AAPL, FIXD, SHY
|
13F-HR
|
4/14/2023 |
000175496023000109 |
Q4 2022
|
218 |
286,552 |
ORLY, AAPL, FIXD, RYT
|
13F-HR
|
1/26/2023 |
000175496023000044 |
Q3 2022
|
210 |
262,154 |
ORLY, AAPL, FIXD, RYT
|
13F-HR
|
10/27/2022 |
000156641422000004 |
Q2 2022
|
216 |
273,229 |
ORLY, AAPL, RYT, First Trust Capital Strength E
|
13F-HR
|
7/25/2022 |
000156641422000003 |
Q1 2022
|
229 |
315,508 |
ORLY, AAPL, RYT, MSFT
|
13F-HR
|
5/9/2022 |
000156641422000002 |
Q4 2021
|
240 |
327,615 |
ORLY, AAPL, RYT, MSFT
|
13F-HR
|
1/31/2022 |
000156641422000001 |
Q3 2021
|
228 |
312,977 |
ORLY, AAPL, RYT, MSFT
|
13F-HR
|
10/28/2021 |
000156641421000004 |
Q2 2021
|
227 |
306,859 |
ORLY, AAPL, RYT, MSFT
|
13F-HR
|
8/3/2021 |
000156641421000003 |
Q1 2021
|
221 |
282,941 |
ORLY, AAPL, RYT, AMZN
|
13F-HR
|
5/3/2021 |
000156641421000002 |
Q4 2020
|
204 |
264,511 |
AAPL, ORLY, RYT, BABA
|
13F-HR
|
1/26/2021 |
000156641421000001 |
Q3 2020
|
197 |
240,036 |
ORLY, AAPL, RYT, VNQ
|
13F-HR
|
11/16/2020 |
000156641420000005 |
Q2 2020
|
184 |
222,356 |
ORLY, AAPL, RYT, VNQ
|
13F-HR
|
7/28/2020 |
000156641420000003 |
Q1 2020
|
173 |
190,352 |
ORLY, AAPL, RYT, SCHO
|
13F-HR
|
4/23/2020 |
000156641420000002 |
Q4 2019
|
203 |
237,816 |
ORLY, AAPL, RYT, VNQ
|
13F-HR
|
1/30/2020 |
000156641420000001 |
Q3 2019
|
217 |
225,027 |
ORLY, AAPL, RYT, VNQ
|
13F-HR
|
10/18/2019 |
000156641419000004 |
Q2 2019
|
226 |
209,686 |
AAPL, RYT, RYF, VNQ
|
13F-HR
|
8/13/2019 |
000156641419000003 |
Q1 2019
|
247 |
228,642 |
ORLY, AAPL, RYT, VNQ
|
13F-HR
|
5/1/2019 |
000156641419000002 |
Q4 2018
|
217 |
206,967 |
ORLY, AAPL, RYT, VNQ
|
13F-HR
|
1/22/2019 |
000156641419000001 |
Q3 2018
|
236 |
223,680 |
ORLY, AAPL, RYT, SCHO
|
13F-HR
|
10/31/2018 |
000156641418000005 |
Q2 2018
|
210 |
209,959 |
ORLY, AAPL, RYT, SCHO
|
13F-HR
|
7/26/2018 |
000156641418000004 |
Q1 2018
|
206 |
208,213 |
PowerShares S&P 500 Equal Weig, ORLY, AAPL, SCHO
|
13F-HR
|
4/24/2018 |
000156641418000003 |
Q4 2017
|
203 |
206,859 |
Guggenheim S&P 500 Equal Weigh, ORLY, AAPL, VNQ
|
RESTATEMENT
|
1/31/2018 |
000156641418000002 |
Q3 2017
|
196 |
197,649 |
Guggenheim S&P 500 Equal Weigh, ORLY, AAPL, VNQ
|
13F-HR
|
10/31/2017 |
000156641417000004 |
Q2 2017
|
136 |
364,535 |
Guggenheim S&P 500 Equal Weigh, JKHY, ORLY, EWJ
|
13F-HR
|
8/1/2017 |
000156641417000003 |
Q1 2017
|
134 |
359,320 |
Guggenheim S&P 500 Equal Weigh, JKHY, ORLY, EWJ
|
13F-HR
|
5/2/2017 |
000156641417000002 |
Q4 2016
|
248 |
388,539 |
JKHY, ORLY, Guggenheim S&P 500 Equal, VNQ
|
13F-HR
|
2/1/2017 |
000156641417000001 |
Q3 2016
|
235 |
376,744 |
JKHY, ORLY, VNQ, FXH
|
13F-HR
|
11/1/2016 |
000156641416000008 |
Q2 2016
|
237 |
239,756 |
JKHY, ORLY, FXL, FXH
|
13F-HR
|
7/28/2016 |
000156641416000007 |
Q1 2016
|
231 |
233,393 |
JKHY, ORLY, FXL, AAPL
|
13F-HR
|
4/26/2016 |
000156641416000006 |
Q4 2015
|
220 |
228,078 |
JKHY, ORLY, FXH, FXL
|
13F-HR
|
2/2/2016 |
000156641416000005 |
Q3 2015
|
197 |
221,339 |
JKHY, ORLY, FXD, FXH
|
13F-HR
|
11/4/2015 |
000156641415000004 |
Q2 2015
|
202 |
241,540 |
JKHY, ORLY, FXN, FXD
|
13F-HR
|
7/6/2015 |
000156641415000003 |
Q1 2015
|
202 |
241,540 |
JKHY, ORLY, FXN, FXD
|
13F-HR
|
5/1/2015 |
000156641415000002 |
Q4 2014
|
163 |
221,984 |
JKHY, ORLY, AAPL, VNQ
|
13F-HR
|
2/2/2015 |
000106299315000428 |
Q3 2014
|
160 |
206,690 |
JKHY, ORLY, AAPL, PXI
|
13F-HR
|
10/8/2014 |
000106299314005850 |
Q2 2014
|
167 |
224,284 |
JKHY, ORLY, PXI, VNQ
|
13F-HR
|
7/17/2014 |
000106299314004252 |
Q1 2014
|
159 |
214,379 |
JKHY, ORLY, PXI, VNQ
|
13F-HR
|
4/17/2014 |
000106299314002243 |
Q4 2013
|
165 |
221,049 |
JKHY, ORLY, SHY, PXI
|
13F-HR
|
2/7/2014 |
000106299314000540 |