Q3 2024
|
290 |
811,202 |
SPY, VOO, IEFA, AGG
|
13F-HR
|
11/14/2024 |
000187920224000058 |
Q2 2024
|
313 |
790,310 |
SPY, IEFA, VOO, AGG
|
13F-HR
|
8/14/2024 |
000187920224000043 |
Q1 2024
|
323 |
751,345 |
SPY, VOO, IEFA, AGG
|
13F-HR
|
5/14/2024 |
000187920224000028 |
Q4 2023
|
301 |
703,843 |
SPY, XOM puts, AGG, VOO
|
13F-HR
|
2/9/2024 |
000187920224000002 |
Q3 2023
|
284 |
656,462 |
SPY, BIL, AGG, IEFA
|
13F-HR
|
11/8/2023 |
000187920223000025 |
Q2 2023
|
290 |
708,474 |
SPY, BIL, AGG, VTEB
|
13F-HR
|
8/14/2023 |
000187920223000022 |
Q1 2023
|
271 |
658,949 |
SPY, AGG, BIL, VTEB
|
13F-HR
|
5/11/2023 |
000187920223000011 |
Q4 2022
|
280 |
641,034 |
SPY, AGG, QQQ puts, EFA
|
13F-HR
|
2/14/2023 |
000187920223000002 |
Q3 2022
|
265 |
599,295 |
SPY, AGG, JPST, QQQ puts
|
13F-HR
|
11/9/2022 |
000187920222000020 |
Q2 2022
|
276 |
612,405 |
SPY, APP, EFA, AGG
|
13F-HR
|
8/15/2022 |
000187920222000015 |
Q1 2022
|
287 |
717,133 |
SPY, APP, AGG, EFA
|
13F-HR
|
5/13/2022 |
000187920222000009 |
Q4 2021
|
286 |
744,820 |
SPY, APP, EFA, VTEB
|
13F-HR
|
2/14/2022 |
000187920222000003 |
Q3 2021
|
251 |
666,744 |
SPY, APP, EFA, AYI
|
13F-HR
|
11/12/2021 |
000187920221000002 |
Q2 2021
|
164 |
545,516 |
SPY, EFA, UBER, ACWI
|
13F-HR
|
7/30/2021 |
000158928221000005 |
Q1 2021
|
152 |
465,300 |
SPY, UBER, EFA, ACWI
|
13F-HR
|
5/10/2021 |
000158928221000003 |
Q4 2020
|
150 |
436,489 |
SPY, UBER, SPY puts, EFA
|
13F-HR
|
2/9/2021 |
000158928221000001 |
Q3 2020
|
139 |
396,416 |
SPY, SPY puts, EFA, UBER
|
13F-HR
|
11/10/2020 |
000158928220000007 |
Q2 2020
|
134 |
319,687 |
SPY, SPY puts, EFA, UBER
|
13F-HR
|
8/13/2020 |
000158928220000005 |
Q1 2020
|
111 |
232,857 |
SPY, SPY puts, EFA, VWO
|
13F-HR
|
5/14/2020 |
000158928220000004 |
Q4 2019
|
122 |
278,477 |
SPY, SPY puts, EFA, EFA puts
|
13F-HR
|
2/3/2020 |
000158928220000001 |
Q3 2019
|
120 |
265,869 |
SPY, SPY puts, EFA, EFA puts
|
13F-HR
|
11/14/2019 |
000158928219000006 |
Q2 2019
|
106 |
253,224 |
SPY, SPY puts, EFA, EFA puts
|
13F-HR
|
8/9/2019 |
000158928219000004 |
Q1 2019
|
109 |
228,951 |
SPY, SPY puts, EFA, CRM
|
13F-HR
|
5/13/2019 |
000158928219000003 |
Q4 2018
|
149 |
247,890 |
SPY, SPY puts, EFA, CRM
|
13F-HR
|
2/11/2019 |
000158928219000002 |
Q3 2018
|
157 |
331,263 |
SPDR S&P 500 ETF TR puts, SPY, EFA, COM
|
13F-HR
|
11/14/2018 |
000158928218000006 |
Q2 2018
|
126 |
297,978 |
SPDR S&P 500 ETF TR puts, SPY, EFA, CRM
|
13F-HR
|
8/13/2018 |
000158928218000005 |
Q1 2018
|
158 |
272,904 |
SPY, EFA, VEA, CRM
|
RESTATEMENT
|
8/6/2018 |
000158928218000004 |
Q4 2017
|
138 |
214,569 |
SPY, EFA, VEA, ABBV
|
13F-HR
|
2/14/2018 |
000158928218000002 |
Q3 2017
|
136 |
208,770 |
SPY, EFA, VEA, ABBV
|
13F-HR
|
11/14/2017 |
000158928217000009 |
Q2 2017
|
97 |
179,731 |
SPY, EFA, VEA, CRM
|
13F-HR
|
8/14/2017 |
000158928217000007 |
Q1 2017
|
107 |
193,942 |
SPY, EFA, AAPL, VEA
|
13F-HR
|
5/15/2017 |
000158928217000005 |
Q4 2016
|
107 |
183,044 |
SPY, EFA, AAPL, META
|
13F-HR
|
2/14/2017 |
000158928217000003 |
Q3 2016
|
143 |
220,884 |
SPY, EFA, AAPL, TIP
|
RESTATEMENT
|
12/16/2016 |
000158928216000013 |
Q2 2016
|
126 |
206,330 |
SPY, EFA, TIP, AAPL
|
13F-HR
|
8/15/2016 |
000158928216000011 |
Q1 2016
|
116 |
196,740 |
SPY, EFA, AAPL, TIP
|
13F-HR
|
5/16/2016 |
000158928216000010 |
Q4 2015
|
113 |
196,586 |
SPY, EFA, AAPL, TIP
|
13F-HR
|
2/16/2016 |
000158928216000009 |
Q3 2015
|
83 |
162,794 |
SPY, EFA, TIP, VWO
|
13F-HR
|
11/16/2015 |
000158928215000005 |
Q2 2015
|
81 |
159,524 |
SPY, EFA, TIP, ABBV
|
13F-HR
|
8/14/2015 |
000158928215000004 |
Q1 2015
|
68 |
152,004 |
SPY, EFA, PCYC, CRM
|
13F-HR
|
5/15/2015 |
000158928215000002 |
Q4 2014
|
60 |
134,570 |
SPY, EFA, EEM, CRM
|
13F-HR
|
2/18/2015 |
000159754915000007 |
Q3 2014
|
64 |
133,225 |
SPY, EFA, EEM, IWM
|
13F-HR
|
11/14/2014 |
000132130014000009 |
Q2 2014
|
40 |
112,989 |
SPY, EFA, IWM, EEM
|
13F-HR
|
8/14/2014 |
000158928214000003 |
Q1 2014
|
45 |
103,699 |
SPY, EFA, IWM, EEM
|
13F-HR
|
5/15/2014 |
000158928214000002 |
Q4 2013
|
39 |
133,330 |
SPY, EFA, SPDR S&P 500 ETF TR puts, ISHARES puts
|
13F-HR
|
2/14/2014 |
000158928214000001 |