|
Q3 2024
|
469 |
361,583 |
SPTM, AAPL, NVDA, VCIT
|
13F-HR
|
10/21/2024 |
000158064224006241 |
|
Q2 2024
|
460 |
349,671 |
SPTM, NVDA, AAPL, MSFT
|
13F-HR
|
7/31/2024 |
000158064224004020 |
|
Q1 2024
|
451 |
327,370 |
SPTM, NVDA, AAPL, MSFT
|
13F-HR
|
5/14/2024 |
000158064224002725 |
|
Q4 2023
|
446 |
301,531 |
SPTM, VGSH, AAPL, BIL
|
13F-HR
|
1/18/2024 |
000158064224000293 |
|
Q3 2023
|
455 |
272,613 |
BIL, VGSH, SPTM, AAPL
|
13F-HR
|
11/6/2023 |
000158064223006064 |
|
Q2 2023
|
461 |
278,453 |
BIL, VGSH, SPTM, AAPL
|
13F-HR
|
8/8/2023 |
000158064223004115 |
|
Q1 2023
|
459 |
257,732 |
BIL, VGSH, SPTM, AAPL
|
13F-HR
|
5/10/2023 |
000158064223002656 |
|
Q4 2022
|
449 |
234,413 |
BIL, VGSH, SPTM, AAPL
|
13F-HR
|
1/26/2023 |
000158064223000427 |
|
Q3 2022
|
430 |
232,821 |
VGSH, BIL, SPTM, AAPL
|
13F-HR
|
10/31/2022 |
000158064222005449 |
|
Q2 2022
|
459 |
245,062 |
VGSH, BIL, AAPL, SPTM
|
13F-HR
|
8/12/2022 |
000158064222004068 |
|
Q1 2022
|
491 |
287,614 |
VGSH, BIL, AAPL, SPTM
|
13F-HR
|
4/26/2022 |
000158064222002252 |
|
Q4 2021
|
503 |
302,435 |
AAPL, VGSH, BIL, SPTM
|
13F-HR
|
2/4/2022 |
000158064222000671 |
|
Q3 2021
|
508 |
286,881 |
VGSH, BIL, AAPL, SPTM
|
13F-HR
|
11/10/2021 |
000158064221005412 |
|
Q2 2021
|
509 |
278,051 |
AAPL, SPTM, VGSH, AMZN
|
13F-HR
|
8/5/2021 |
000158064221003554 |
|
Q1 2021
|
481 |
249,520 |
SPTM, AAPL, VGSH, AMZN
|
13F-HR
|
5/3/2021 |
000158064221002080 |
|
Q4 2020
|
447 |
240,657 |
AAPL, SPTM, AMZN, VGSH
|
13F-HR
|
2/9/2021 |
000158064221000613 |
|
Q3 2020
|
422 |
236,199 |
VGSH, BIL, AAPL, SPTM
|
13F-HR
|
11/4/2020 |
000158064220004043 |
|
Q2 2020
|
414 |
210,354 |
SPTM, SHY, VGSH, QQQ
|
13F-HR
|
8/12/2020 |
000158064220002975 |
|
Q1 2020
|
373 |
201,094 |
BIL, SHY, VGSH, SPTM
|
13F-HR
|
5/13/2020 |
000158064220002134 |
|
Q4 2019
|
383 |
210,811 |
AAPL, SPTM, AMZN, NEAR
|
13F-HR
|
2/12/2020 |
000158064220000669 |
|
Q3 2019
|
364 |
192,026 |
NEAR, SPTM, AAPL, AMZN
|
13F-HR
|
11/13/2019 |
000158064219005133 |
|
Q2 2019
|
461 |
191,905 |
NEAR, AMZN, SPTM, AAPL
|
13F-HR
|
8/7/2019 |
000158064219003569 |
|
Q1 2019
|
394 |
180,871 |
SPTM, AMZN, AAPL, SPMD
|
13F-HR
|
5/13/2019 |
000158064219002491 |
|
Q4 2018
|
374 |
179,759 |
BIL, SPSB, AMZN, AAPL
|
13F-HR
|
2/5/2019 |
000158064219000548 |
|
Q3 2018
|
345 |
198,997 |
AMZN, AAPL, SPYV, SPTM
|
13F-HR
|
11/13/2018 |
000158064218005423 |
|
Q2 2018
|
363 |
185,570 |
AMZN, AAPL, SPTM, GOOG
|
13F-HR
|
8/13/2018 |
000158064218003852 |
|
Q1 2018
|
328 |
170,701 |
AMZN, AAPL, SPTM, SPEM
|
13F-HR
|
5/11/2018 |
000158064218002551 |
|
Q4 2017
|
323 |
166,316 |
AAPL, VTI, VTV, VWO
|
13F-HR
|
2/13/2018 |
000158064218000867 |
|
Q3 2017
|
312 |
153,736 |
AAPL, VTI, VTV, VWO
|
13F-HR
|
11/13/2017 |
000158064217006059 |
|
Q2 2017
|
323 |
158,914 |
VTI, SPY, AAPL, VGK
|
13F-HR
|
8/7/2017 |
000158064217004248 |
|
Q1 2017
|
308 |
157,582 |
VTI, SPY, AAPL, T
|
13F-HR
|
5/1/2017 |
000158064217002646 |
|
Q4 2016
|
286 |
145,314 |
SPY, VTI, T, VZ
|
13F-HR
|
1/19/2017 |
000158064217000278 |
|
Q3 2016
|
288 |
122,665 |
VCIT, AAPL, T, VZ
|
13F-HR
|
11/2/2016 |
000158064216011811 |
|
Q2 2016
|
281 |
82,457 |
VCIT, AAPL, BMY, SHY
|
13F-HR
|
8/10/2016 |
000158064216010155 |
|
Q1 2016
|
255 |
61,990 |
AAPL, SHY, VZ, DIS
|
13F-HR
|
5/12/2016 |
000158064216008658 |
|
Q4 2015
|
277 |
88,209 |
AAPL, DIS, META, GOOG
|
13F-HR
|
1/22/2016 |
000158064216006328 |
|
Q3 2015
|
265 |
68,426 |
AAPL, DIS, VZ, AT&T INC COM
|
13F-HR
|
11/13/2015 |
000158064215005182 |
|
Q2 2015
|
301 |
182,964 |
AAPL, DIS, VHT, SPY
|
13F-HR
|
8/11/2015 |
000158064215003401 |
|
Q1 2015
|
337 |
171,685 |
BRK.B, APPLE INC COM, VHT, DIS
|
13F-HR
|
5/14/2015 |
000158064215002180 |
|
Q4 2014
|
36 |
183,657 |
POWERSHARES QQQ, APPLE INC COM, MMM, IYT
|
13F-HR
|
2/11/2015 |
000158064215000608 |
|
Q3 2014
|
256 |
155,932 |
BRK.B, GOOG, DIS, MMM
|
13F-HR
|
11/14/2014 |
000091047214005099 |
|
Q2 2014
|
283 |
170,411 |
SPY, MMM, BRK.B, GOOG
|
13F-HR
|
8/15/2014 |
000091047214003448 |
|
Q1 2014
|
298 |
157,911 |
SPY, SLB, BRK.B, Guggenheim S&P Equal Weight Technology
|
13F-HR
|
5/14/2014 |
000091047214002139 |