|
Q1 2024
|
554 |
361,810 |
SPTL, MDYG, XLF, SLYG
|
13F-HR
|
4/18/2024 |
000161602624000004 |
|
Q4 2023
|
481 |
251,312 |
EWZ, SCHX, INDA, GNR
|
13F-HR
|
1/31/2024 |
000161602624000001 |
|
Q3 2023
|
506 |
291,987 |
ICVT, SPYG, SCHF, EWG
|
13F-HR
|
10/30/2023 |
000161602623000005 |
|
Q2 2023
|
482 |
321,003 |
EWW, EWP, IEUR, SCHC
|
13F-HR
|
7/20/2023 |
000161602623000004 |
|
Q1 2023
|
491 |
318,294 |
ICVT, EWG, SPTL, IEUR
|
13F-HR
|
4/10/2023 |
000161602623000003 |
|
Q4 2022
|
524 |
214,806 |
FLRN, SPYV, EWW, SCHA
|
13F-HR
|
1/23/2023 |
000161602623000001 |
|
Q3 2022
|
487 |
244,175 |
EWZ, XLV, XLP, XLU
|
13F-HR
|
10/18/2022 |
000161602622000005 |
|
Q2 2022
|
496 |
267,650 |
XLU, IAU, EWW, XLP
|
13F-HR
|
7/20/2022 |
000161602622000004 |
|
Q1 2022
|
830 |
616,758 |
MSFT, SCHO, SCHH, GNR
|
13F-HR
|
4/25/2022 |
000161602622000003 |
|
Q4 2021
|
809 |
652,302 |
MSFT, SCHO, SPYG, SUSA
|
13F-HR
|
2/1/2022 |
000161602622000002 |
|
Q3 2021
|
788 |
588,841 |
MSFT, SCHO, SCHH, SCHF
|
13F-HR
|
11/4/2021 |
000161602621000005 |
|
Q2 2021
|
805 |
545,867 |
MSFT, SCHO, HYMB, PSK
|
13F-HR
|
7/30/2021 |
000161602621000004 |
|
Q1 2021
|
774 |
502,277 |
MSFT, SCHO, SCHA, SLYV
|
13F-HR
|
4/23/2021 |
000161602621000003 |
|
Q4 2020
|
709 |
462,085 |
MSFT, SCHO, CWB, SCHF
|
13F-HR
|
2/10/2021 |
000161602621000002 |
|
Q3 2020
|
690 |
417,071 |
MSFT, SCHO, CORP, GXC
|
13F-HR
|
10/26/2020 |
000161602620000005 |
|
Q2 2020
|
692 |
387,982 |
MSFT, SCHO, SCHP, AGG
|
13F-HR
|
8/11/2020 |
000161602620000004 |
|
Q1 2020
|
695 |
319,417 |
MSFT, SCHO, CORP, HYMB
|
13F-HR
|
5/11/2020 |
000161602620000003 |
|
Q4 2019
|
701 |
318,739 |
MSFT, SCHX, CORP, SCHF
|
13F-HR
|
2/4/2020 |
000161602620000002 |
|
Q3 2019
|
640 |
252,260 |
MSFT, CWB, SCHA, SCHF
|
13F-HR
|
10/17/2019 |
000161602619000006 |
|
Q2 2019
|
624 |
244,878 |
MSFT, RYU, SCHF, EWA
|
13F-HR
|
8/8/2019 |
000161602619000005 |
|
Q1 2019
|
620 |
272,792 |
MSFT, SCHR, SCHF, SPTL
|
RESTATEMENT
|
4/23/2019 |
000161602619000004 |
|
Q4 2018
|
649 |
203,294 |
MSFT, SCHA, SLYG, SCHF
|
13F-HR
|
1/31/2019 |
000161602619000002 |
|
Q3 2018
|
665 |
260,783 |
MSFT, RYH, SCHA, SCHF
|
13F-HR
|
10/31/2018 |
000161602618000005 |
|
Q2 2018
|
686 |
238,534 |
MSFT, SLYV, SCHF, SLYG
|
13F-HR
|
8/6/2018 |
000161602618000004 |
|
Q1 2018
|
681 |
223,067 |
MSFT, RYDEX ETF TRUST, SPDR INDEX SH FDS, SCHX
|
13F-HR
|
5/2/2018 |
000161602618000003 |
|
Q4 2017
|
751 |
204,938 |
MSFT, SPEU, SPDR INDEX SHS FDS, SCHC
|
13F-HR
|
2/1/2018 |
000161602618000001 |
|
Q3 2017
|
707 |
195,925 |
MSFT, RYDEX ETF TRUST, CWB, SPDR INDEX SHS FDS
|
13F-HR
|
11/3/2017 |
000161602617000005 |
|
Q2 2017
|
681 |
190,026 |
MSFT, SPDR INDEX SHS FDS, RYDEX ETF TRUST, CWB
|
13F-HR
|
8/1/2017 |
000161602617000004 |
|
Q1 2017
|
699 |
158,747 |
MSFT, SCHF, SCHE, SCHH
|
13F-HR
|
5/3/2017 |
000161602617000003 |
|
Q4 2016
|
672 |
151,673 |
MSFT, SCHF, SCHE, SCHH
|
13F-HR
|
2/3/2017 |
000161602617000002 |
|
Q3 2016
|
696 |
142,634 |
MSFT, SCHH, SLYV, MDYV
|
13F-HR
|
11/7/2016 |
000161602616000008 |
|
Q2 2016
|
664 |
139,574 |
MSFT, SCHH, SBUX, SLYV
|
13F-HR
|
7/29/2016 |
000161602616000007 |
|
Q1 2016
|
632 |
146,791 |
MSFT, SCHH, SCHG, SBUX
|
13F-HR
|
5/4/2016 |
000161602616000006 |
|
Q4 2015
|
684 |
138,425 |
MSFT, SCHH, SBUX, SCHG
|
13F-HR
|
1/27/2016 |
000161602616000005 |
|
Q3 2015
|
680 |
127,890 |
MSFT, SCHF, SCHH, SBUX
|
13F-HR
|
11/2/2015 |
000161602615000004 |
|
Q2 2015
|
701 |
142,531 |
MSFT, SCHF, SCHE, SCHH
|
13F-HR
|
7/30/2015 |
000161602615000003 |
|
Q1 2015
|
646 |
135,001 |
MSFT, SCHF, SCHH, MDYG
|
13F-HR
|
5/4/2015 |
000161602615000002 |
|
Q4 2014
|
651 |
138,371 |
MSFT, SCHH, SCHG, MDYV
|
13F-HR
|
2/5/2015 |
000161602615000001 |
|
Q3 2014
|
617 |
131,888 |
MSFT, SCHH, SCHV, SCHG
|
13F-HR
|
11/5/2014 |
000161602614000004 |
|
Q2 2014
|
631 |
131,412 |
MSFT, SCHH, SCHV, SCHG
|
13F-HR
|
8/14/2014 |
000161602614000001 |
|
Q1 2014
|
643 |
122,095 |
MSFT, SLYG, SCHH, SCHG
|
13F-HR
|
9/9/2014 |
000161602614000002 |
|
Q4 2013
|
612 |
122,504 |
MSFT, SCHE, SLYG, SLYV
|
13F-HR
|
9/10/2014 |
000161602614000003 |