|
Q4 2025
|
2,111 |
42,137,551 |
NVDA calls, MSTR calls, TSLA calls, COIN calls
|
13F-HR
|
2/13/2026 |
000160006426000002 |
|
Q3 2025
|
2,037 |
50,000,608 |
MSTR calls, NVDA calls, COIN calls, TSLA calls
|
13F-HR
|
11/14/2025 |
000160006425000011 |
|
Q2 2025
|
1,895 |
16,639,023 |
NVDA, MSTR calls, MSFT, IVV
|
13F-HR
|
8/14/2025 |
000160006425000009 |
|
Q1 2025
|
1,824 |
12,293,960 |
IVV, NVDA, AAPL, MSFT
|
13F-HR
|
5/14/2025 |
000160006425000007 |
|
Q4 2024
|
1,846 |
12,719,837 |
NVDA, IVV, MSFT, AAPL
|
13F-HR
|
2/14/2025 |
000160006425000003 |
|
Q3 2024
|
1,823 |
9,460,842 |
IVV, NVDA, MSFT, AAPL
|
RESTATEMENT
|
11/25/2024 |
000160006424000008 |
|
Q2 2024
|
1,803 |
7,442,635 |
NVDA, IVV, MSFT, AAPL
|
13F-HR
|
8/14/2024 |
000160006424000005 |
|
Q1 2024
|
1,658 |
6,059,505 |
MSFT, NVDA, AAPL, VTI
|
13F-HR
|
5/15/2024 |
000160006424000004 |
|
Q4 2023
|
1,420 |
4,297,514 |
AAPL, MSFT, VTI, GLDM
|
13F-HR
|
2/14/2024 |
000160006424000003 |
|
Q3 2023
|
1,295 |
3,287,238 |
VTI, AAPL, GLDM, MSFT
|
13F-HR
|
11/15/2023 |
000160006423000005 |
|
Q2 2023
|
1,305 |
3,401,993 |
VTI, AAPL, GLDM, MSFT
|
13F-HR
|
8/14/2023 |
000160006423000004 |
|
Q1 2023
|
1,342 |
3,038,075 |
VTI, GLDM, AAPL, VWO
|
NEW HOLDINGS
|
5/23/2023 |
000160006423000003 |
|
Q1 2023
|
1,321 |
2,818,039 |
VTI, GLDM, AAPL, VWO
|
13F-HR
|
5/15/2023 |
000160006423000002 |
|
Q4 2022
|
1,114 |
2,602,134 |
VTI, GLDM, VWO, AAPL
|
13F-HR
|
2/15/2023 |
000191090023000003 |
|
Q3 2022
|
1,111 |
2,406,458 |
VTI, GLDM, VWO, AAPL
|
13F-HR
|
11/23/2022 |
000190917822000001 |
|
Q2 2022
|
1,105 |
2,729,648 |
VTI, GLDM, VWO, IEMG
|
13F-HR
|
8/15/2022 |
000183491322000006 |
|
Q1 2022
|
1,093 |
3,356,692 |
VTI, GLDM, VWO, AAPL
|
13F-HR
|
5/19/2022 |
000183491322000004 |
|
Q4 2021
|
1,013 |
3,265,997 |
VTI, GLDM, VWO, VEA
|
13F-HR
|
2/16/2022 |
000110465922024179 |
|
Q3 2021
|
907 |
2,673,015 |
VTI, GLDM, VWO, VEA
|
13F-HR
|
11/15/2021 |
000110465921138610 |
|
Q2 2021
|
718 |
2,559,851 |
VTI, GLDM, IJR, VWO
|
13F-HR
|
8/13/2021 |
000110465921104887 |
|
Q1 2021
|
578 |
2,137,767 |
VTI, GLDM, IJR, VWO
|
13F-HR
|
5/17/2021 |
000110465921067398 |
|
Q4 2020
|
418 |
1,446,507 |
VTI, GLDM, IJR, VWO
|
13F-HR
|
2/16/2021 |
000110465921023715 |
|
Q3 2020
|
236 |
748,837 |
SCHR, SPTL, VGLT, EDV
|
13F-HR
|
11/16/2020 |
000110465920125330 |
|
Q2 2020
|
309 |
736,392 |
BAR, IEMG, VTI, SPEM
|
13F-HR
|
8/17/2020 |
000110465920095968 |
|
Q1 2020
|
228 |
337,186 |
BAR, ITOT, SPEM, SPDW
|
13F-HR
|
5/8/2020 |
000110465920058671 |
|
Q4 2019
|
201 |
237,316 |
VTI, MSFT, FTSM, VEA
|
13F-HR
|
2/14/2020 |
000110465920020966 |
|
Q3 2019
|
188 |
221,740 |
SVXY, FTSM, MSFT, VTI
|
13F-HR
|
11/14/2019 |
000110465919063448 |
|
Q2 2019
|
127 |
181,428 |
FTSM, VTI, OSTK, VWO
|
13F-HR
|
8/15/2019 |
000114420419040247 |
|
Q1 2019
|
109 |
148,590 |
FTSM, VTI, ULST, SQ
|
13F-HR
|
5/15/2019 |
000114420419026385 |
|
Q4 2018
|
95 |
129,767 |
VTI, FTSM, TSM, GSY
|
13F-HR
|
2/14/2019 |
000114420419008278 |