|
Q4 2023
|
139 |
836,926 |
VTI, IWM puts, SPY puts, BIL
|
13F-HR
|
2/14/2024 |
000159782324000002 |
|
Q3 2023
|
150 |
920,913 |
QQQ puts, VTI, KWEB calls, VWO
|
13F-HR
|
11/14/2023 |
000159782323000006 |
|
Q2 2023
|
142 |
549,389 |
VTI, VWO, VT, ELV
|
13F-HR
|
8/14/2023 |
000159782323000004 |
|
Q1 2023
|
160 |
728,274 |
XBI calls, VTI, ARKK calls, KWEB calls
|
13F-HR
|
5/15/2023 |
000159782323000003 |
|
Q4 2022
|
160 |
659,538 |
XBI calls, VTI, KWEB calls, ARKK calls
|
13F-HR
|
2/14/2023 |
000159782323000002 |
|
Q3 2022
|
161 |
659,622 |
XBI calls, VTI, ARKK calls, KWEB calls
|
13F-HR
|
11/14/2022 |
000159782322000006 |
|
Q2 2022
|
155 |
560,930 |
VTI, ARKK calls, ELV, VT
|
RESTATEMENT
|
8/16/2022 |
000159782322000005 |
|
Q1 2022
|
132 |
610,117 |
VTI, GE, NOW, ELV
|
13F-HR
|
5/13/2022 |
000159782322000003 |
|
Q4 2021
|
118 |
586,161 |
VTI, GE, VT, ELV
|
13F-HR
|
2/11/2022 |
000159782322000002 |
|
Q3 2021
|
112 |
825,887 |
IWM calls, VTI, VT, AZN
|
13F-HR
|
11/12/2021 |
000159782321000005 |
|
Q2 2021
|
119 |
862,476 |
IWM calls, VTI, KWEB calls, AZN
|
13F-HR
|
8/13/2021 |
000159782321000004 |
|
Q1 2021
|
109 |
565,570 |
VTI, GE, JPM, FIS
|
13F-HR
|
5/14/2021 |
000159782321000003 |
|
Q4 2020
|
112 |
825,353 |
HYG puts, VTI, ARKK puts, NFE puts
|
13F-HR
|
2/12/2021 |
000159782321000002 |
|
Q3 2020
|
96 |
651,805 |
QQQ calls, WUBA, MCK, PGR
|
13F-HR
|
11/12/2020 |
000159782320000005 |
|
Q2 2020
|
92 |
557,067 |
VTI, PGNY, USO calls, AMZN
|
13F-HR
|
8/11/2020 |
000159782320000004 |
|
Q1 2020
|
87 |
491,959 |
VTI, INVESCO QQQ TRUST SERIES 1 calls, ISHARES MSCI EAFE ETF calls, DDOG
|
13F-HR
|
5/12/2020 |
000159782320000003 |
|
Q4 2019
|
81 |
476,927 |
VTI, GOOGL, AMZN, AZN
|
13F-HR
|
2/10/2020 |
000159782320000001 |
|
Q3 2019
|
82 |
495,565 |
VTI, AMZN, GOOGL, MA
|
13F-HR
|
11/13/2019 |
000159782319000005 |
|
Q2 2019
|
70 |
468,486 |
VTI, VWO, ELV, VEA
|
13F-HR
|
8/8/2019 |
000159782319000004 |
|
Q1 2019
|
73 |
510,880 |
VTI, GOOGL, VWO, V
|
13F-HR
|
5/6/2019 |
000159782319000003 |
|
Q4 2018
|
73 |
436,302 |
VTI, GOOGL, VWO, AMZN
|
13F-HR
|
2/7/2019 |
000159782319000001 |
|
Q3 2018
|
77 |
589,936 |
VTI, GOOGL, VEA, VWO
|
13F-HR
|
11/13/2018 |
000159782318000005 |
|
Q2 2018
|
121 |
635,630 |
VWO, VEA, GOOGL, TFCFA
|
13F-HR
|
8/9/2018 |
000159782318000004 |
|
Q1 2018
|
136 |
700,567 |
VWO, VEA, GOOGL, TFCFA
|
13F-HR
|
4/24/2018 |
000159782318000003 |
|
Q4 2017
|
240 |
735,647 |
VEA, VWO, GOOGL, FTAI
|
13F-HR
|
2/8/2018 |
000159782318000001 |
|
Q3 2017
|
222 |
671,750 |
VEA, VWO, VTI, GOOGL
|
13F-HR
|
11/1/2017 |
000159782317000005 |
|
Q2 2017
|
422 |
667,153 |
VEA, INTF, IEMG, INCO
|
13F-HR
|
7/25/2017 |
000159782317000004 |
|
Q1 2017
|
489 |
710,949 |
VEA, INTF, DFEVX, IEMG
|
13F-HR
|
5/5/2017 |
000159782317000003 |
|
Q4 2016
|
488 |
651,927 |
VEA, INTF, IEMG, EMGF
|
13F-HR
|
1/27/2017 |
000159782317000001 |
|
Q3 2016
|
474 |
674,091 |
EFAV, INTF, PERSHING SQUARE HOLDINGS LTD, EFA
|
13F-HR
|
10/21/2016 |
000159782316000024 |
|
Q2 2016
|
443 |
598,248 |
EFAV, INTF, EMGF, EFA
|
13F-HR
|
7/22/2016 |
000159782316000022 |
|
Q1 2016
|
445 |
592,276 |
EFAV, AAPL, BRK-B, VTI
|
13F-HR
|
5/2/2016 |
000159782316000020 |
|
Q4 2015
|
425 |
634,696 |
EFAV, VXUS, EEMV, BRK-B
|
13F-HR
|
2/4/2016 |
000159782316000014 |
|
Q3 2015
|
488 |
612,746 |
VXUS, EEMV, VWO, TSLX
|
13F-HR
|
10/23/2015 |
000159782315000012 |
|
Q2 2015
|
513 |
710,123 |
VXUS, VWO, EEMV, TSLX
|
13F-HR
|
7/29/2015 |
000159782315000010 |
|
Q1 2015
|
514 |
798,309 |
VXUS, VWO, PXD, MA
|
13F-HR
|
5/14/2015 |
000159782315000006 |
|
Q4 2014
|
482 |
734,382 |
VXUS, VWO, MA, PXD
|
13F-HR
|
2/11/2015 |
000159782315000002 |
|
Q3 2014
|
276 |
475,551 |
VXUS, VWO, EEM, MSFT
|
13F-HR
|
11/5/2014 |
000159984914000013 |
|
Q2 2014
|
192 |
430,825 |
VXUS, VWO, EEM, DGS
|
13F-HR
|
8/1/2014 |
000159984914000009 |
|
Q1 2014
|
164 |
415,973 |
VXUS, VWO, EEM, MSFT
|
13F-HR
|
5/9/2014 |
000159782314000008 |
|
Q4 2013
|
605 |
398,557 |
VWO, VXUS, EEM, VTI
|
13F-HR
|
1/31/2014 |
000159782314000004 |