Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 925 | 3,332,223 | AAPL, QQQ, IVV, MSFT | 13F-HR | 10/7/2024 | 000108514624004675 |
Q2 2024 | 945 | 3,175,937 | AAPL, QQQ, MSFT, IVV | 13F-HR | 7/15/2024 | 000108514624002963 |
Q1 2024 | 937 | 2,962,139 | AAPL, QQQ, MSFT, IVV | 13F-HR | 4/12/2024 | 000108514624001766 |
Q4 2023 | 903 | 2,683,338 | AAPL, QQQ, MSFT, IVV | 13F-HR | 1/10/2024 | 000108514624000170 |
Q3 2023 | 847 | 2,116,585 | AAPL, QQQ, MSFT, SPLG | 13F-HR | 10/10/2023 | 000108514623003687 |
Q2 2023 | 804 | 1,927,974 | AAPL, QQQ, MSFT, SPLG | 13F-HR | 8/3/2023 | 000108514623003064 |
Q1 2023 | 757 | 1,708,900 | AAPL, QQQ, MSFT, JHMM | 13F-HR | 4/10/2023 | 000108514623001601 |
Q4 2022 | 721 | 1,464,650 | AAPL, QQQ, SPY, MSFT | 13F-HR | 1/12/2023 | 000108514623000113 |
Q3 2022 | 685 | 1,311,747 | AAPL, QQQ, SPY, JPST | 13F-HR | 10/20/2022 | 000108514622003513 |
Q2 2022 | 701 | 1,301,992 | AAPL, SPY, MSFT, QQQ | 13F-HR | 7/26/2022 | 000108514622002594 |
Q1 2022 | 722 | 1,436,569 | AAPL, SPY, MSFT, QQQ | 13F-HR | 4/11/2022 | 000108514622001347 |
Q4 2021 | 715 | 1,399,935 | AAPL, SPY, TSLA, JPST | 13F-HR | 1/25/2022 | 000108514622000308 |
Q3 2021 | 758 | 1,328,440 | AAPL, JPST, SPY, QQQ | 13F-HR | 10/28/2021 | 000108514621002934 |
Q2 2021 | 757 | 1,262,307 | AAPL, SPY, JPST, QQQ | 13F-HR | 8/10/2021 | 000108514621002358 |
Q1 2021 | 696 | 1,077,222 | AAPL, JPST, SPY, QQQ | 13F-HR | 4/27/2021 | 000108514621001315 |
Q4 2020 | 685 | 1,068,732 | AAPL, JPST, DIA, AMZN | 13F-HR | 2/3/2021 | 000108514621000422 |
Q3 2020 | 624 | 881,123 | AAPL, JPST, DIA, TAIL | 13F-HR | 10/27/2020 | 000108514620002675 |
Q2 2020 | 557 | 740,381 | AAPL, JPST, DIA, TAIL | 13F-HR | 8/5/2020 | 000108514620001993 |
Q1 2020 | 490 | 548,069 | QQQ, AAPL, JPST, TLT | 13F-HR | 5/7/2020 | 000108514620001333 |
Q4 2019 | 569 | 733,417 | AAPL, JPST, MOAT, SCHX | 13F-HR | 2/4/2020 | 000108514620000375 |
Q3 2019 | 541 | 644,309 | AAPL, JPST, MOAT, GLD | 13F-HR | 11/13/2019 | 000108514619002889 |
Q2 2019 | 529 | 622,554 | SDOG, HDV, AAPL, JPST | 13F-HR | 8/13/2019 | 000108514619002230 |
Q1 2019 | 431 | 530,042 | SDOG, SHY, HDV, BIL | 13F-HR | 4/10/2019 | 000108514619001144 |
Q4 2018 | 400 | 470,720 | SH, BIL, SDOG, SCHX | 13F-HR | 1/29/2019 | 000108514619000260 |
Q3 2018 | 408 | 482,165 | AAPL, IJR, SCHX, SH | 13F-HR | 11/14/2018 | 000108514618002733 |
Q2 2018 | 411 | 440,999 | AAPL, IJR, SCHX, SH | 13F-HR | 8/7/2018 | 000108514618001864 |
Q1 2018 | 368 | 389,732 | SH, IJR, SCHX, AAPL | 13F-HR | 5/1/2018 | 000108514618001198 |
Q4 2017 | 249 | 305,185 | FDL, HDV, IVV, QQQ | 13F-HR | 2/9/2018 | 000108514618000486 |
Q3 2017 | 219 | 252,912 | VZ, DIV, IDV, T | 13F-HR | 10/16/2017 | 000108514617002063 |
Q2 2017 | 217 | 258,477 | SH, DIV, VZ, IDV | 13F-HR | 7/11/2017 | 000108514617001466 |
Q1 2017 | 211 | 256,587 | SH, TBF, T, VZ | 13F-HR | 4/10/2017 | 000108514617000940 |
Q4 2016 | 207 | 250,827 | RWM, VZ, GE, T | 13F-HR | 1/19/2017 | 000108514617000143 |
Q3 2016 | 229 | 264,121 | SH, VZ, T, GE | 13F-HR | 10/11/2016 | 000108514616004470 |
Q2 2016 | 201 | 246,823 | SH, VZ, T, GE | 13F-HR | 7/22/2016 | 000108514616004021 |
Q1 2016 | 199 | 235,540 | DOG, VZ, GE, T | 13F-HR | 5/2/2016 | 000108514616003551 |
Q4 2015 | 208 | 241,861 | DOG, GE, ED, VZ | 13F-HR | 1/20/2016 | 000108514616002633 |
Q3 2015 | 174 | 198,220 | DOG, VZ, T, ED | 13F-HR | 10/23/2015 | 000108514615002061 |
Q2 2015 | 159 | 171,190 | DOG, TBF, GE, T | 13F-HR | 8/14/2015 | 000108514615001812 |
Q1 2015 | 191 | 199,431 | DOG, TBF, VZ, GE | 13F-HR | 5/12/2015 | 000108514615001119 |
Q4 2014 | 188 | 186,394 | PSQ, REM, HE, VTR | 13F-HR | 2/2/2015 | 000108514615000212 |
Q3 2014 | 193 | 183,854 | RWM, AMLP, REM, GE | RESTATEMENT | 12/3/2014 | 000108514614002393 |
Q2 2014 | 197 | 166,452 | SH, AMLP, VZ, COP | 13F-HR | 8/11/2014 | 000108514614001596 |
Q1 2014 | 194 | 146,630 | SH, AMLP, INTC, SPY | 13F-HR | 5/5/2014 | 000108514614000961 |
Q4 2013 | 189 | 135,049 | POWERSHARES ETF TRUST II, AMLP, INTC, GE | 13F-HR | 2/12/2014 | 000108514614000510 |