|
Q1 2025
|
242 |
886,379 |
SPLG, BRK-B, JCPB, IQLT
|
13F-HR
|
5/2/2025 |
000160138425000002 |
|
Q4 2024
|
221 |
834,181 |
SPLG, FIXD, BRK-B, DSTL
|
13F-HR
|
1/23/2025 |
000160138425000001 |
|
Q3 2024
|
223 |
806,994 |
SPLG, FIXD, IQLT, BRK-B
|
13F-HR
|
11/12/2024 |
000160138424000005 |
|
Q2 2024
|
214 |
729,387 |
SPLG, FIXD, IQLT, BRK-B
|
13F-HR
|
8/12/2024 |
000160138424000003 |
|
Q1 2024
|
204 |
710,471 |
SPLG, FIXD, BRK-B, IQLT
|
13F-HR
|
4/15/2024 |
000160138424000002 |
|
Q4 2023
|
178 |
633,119 |
SPLG, FIXD, IQLT, BRK-B
|
13F-HR
|
1/30/2024 |
000160138424000001 |
|
Q3 2023
|
167 |
564,652 |
SPLG, FIXD, BRK-B, IQLT
|
13F-HR
|
11/1/2023 |
000160138423000004 |
|
Q2 2023
|
175 |
584,669 |
SPLG, FIXD, IQLT, BRK-B
|
13F-HR
|
7/24/2023 |
000160138423000003 |
|
Q1 2023
|
174 |
550,693 |
SPLG, FIXD, IQLT, BRK-B
|
13F-HR
|
4/28/2023 |
000160138423000002 |
|
Q4 2022
|
41 |
101,118 |
AGG, VEU, GSLC, VWO
|
13F-HR
|
2/3/2023 |
000160138423000001 |
|
Q3 2022
|
159 |
435,894 |
SPLG, JPST, FIXD, IQLT
|
13F-HR
|
11/9/2022 |
000160138422000005 |
|
Q2 2022
|
160 |
493,086 |
SPLG, JPST, FIXD, IQLT
|
13F-HR
|
7/27/2022 |
000160138422000004 |
|
Q1 2022
|
170 |
529,388 |
BRK-B, USMV, SPLG, JPST
|
13F-HR
|
5/10/2022 |
000160138422000003 |
|
Q4 2021
|
165 |
618,219 |
SPY calls, JPST, USMV, FIXD
|
NEW HOLDINGS
|
1/31/2022 |
000160138422000002 |
|
Q4 2021
|
17 |
187,613 |
CROX, GOOG, MSFT, AAPL
|
13F-HR
|
1/25/2022 |
000160138422000001 |
|
Q3 2021
|
161 |
498,157 |
JPST, FIXD, USMV, SPLG
|
13F-HR
|
10/22/2021 |
000160138421000004 |
|
Q2 2021
|
158 |
498,852 |
JPST, USMV, FIXD, SPLG
|
13F-HR
|
7/20/2021 |
000160138421000003 |
|
Q1 2021
|
158 |
455,311 |
JPST, FIXD, USMV, SPLG
|
13F-HR
|
4/29/2021 |
000160138421000002 |
|
Q4 2020
|
147 |
414,791 |
JPST, USMV, SPLG, FIXD
|
13F-HR
|
1/19/2021 |
000160138421000001 |
|
Q3 2020
|
144 |
398,675 |
JPST, USMV, SPLG, FIXD
|
13F-HR
|
10/20/2020 |
000160138420000004 |
|
Q2 2020
|
131 |
377,345 |
JPST, SPLG, USMV, SJNK
|
13F-HR
|
8/5/2020 |
000160138420000003 |
|
Q1 2020
|
126 |
324,783 |
JPST, SPLG, SJNK, USMV
|
13F-HR
|
4/15/2020 |
000160138420000002 |
|
Q4 2019
|
139 |
378,630 |
JPST, SPLG, NOBL, SPTS
|
13F-HR
|
1/22/2020 |
000160138420000001 |
|
Q3 2019
|
131 |
323,407 |
JPST, SPLG, NOBL, SPTS
|
13F-HR
|
10/22/2019 |
000160138419000004 |
|
Q2 2019
|
125 |
309,713 |
SCHX, JPST, SCHO, NOBL
|
13F-HR
|
7/22/2019 |
000160138419000003 |
|
Q1 2019
|
120 |
302,568 |
SCHX, JPST, SCHO, BSJL
|
13F-HR
|
4/30/2019 |
000160138419000002 |
|
Q4 2018
|
118 |
283,001 |
SCHX, JPST, SCHO, BSJL
|
13F-HR
|
1/29/2019 |
000160138419000001 |
|
Q3 2018
|
132 |
301,026 |
SCHX, NOBL, BSJK, SCHO
|
13F-HR
|
10/22/2018 |
000160138418000005 |
|
Q2 2018
|
126 |
270,900 |
SCHX, BSJK, BSJJ, NOBL
|
13F-HR
|
7/27/2018 |
000160138418000004 |
|
Q1 2018
|
117 |
257,970 |
CLAYMORE EXCHANGE TRD FD TR, SCHX, NOBL, RYDEX ETF TRUST
|
13F-HR
|
5/1/2018 |
000160138418000003 |
|
Q4 2017
|
117 |
231,262 |
CLAYMORE EXCHANGE TRD FD TR, SCHX, NOBL, RYDEX ETF TRUST
|
13F-HR
|
2/12/2018 |
000142719618000002 |