|
Q3 2024
|
733 |
4,425,445 |
KLAC, AAPL, IVV, MSFT
|
13F-HR
|
10/23/2024 |
000195175724001101 |
|
Q2 2024
|
718 |
4,255,124 |
KLAC, IVV, AAPL, MSFT
|
13F-HR
|
7/22/2024 |
000195175724000560 |
|
Q1 2024
|
721 |
4,027,902 |
KLAC, IVV, MSFT, AAPL
|
13F-HR
|
4/24/2024 |
000195175724000380 |
|
Q4 2023
|
657 |
2,574,529 |
IVV, AAPL, MSFT, BIL
|
13F-HR
|
1/30/2024 |
000195175724000170 |
|
Q3 2023
|
656 |
2,266,148 |
IVV, AAPL, MSFT, BIL
|
13F-HR
|
10/23/2023 |
000108514623003874 |
|
Q2 2023
|
644 |
2,125,287 |
IVV, AAPL, MSFT, BIL
|
13F-HR
|
7/31/2023 |
000108514623002976 |
|
Q1 2023
|
615 |
1,497,838 |
BIL, MSFT, AAPL, XOM
|
13F-HR
|
4/14/2023 |
000108514623001688 |
|
Q4 2022
|
599 |
1,410,540 |
BIL, MSFT, AAPL, JNJ
|
13F-HR
|
2/7/2023 |
000108514623000750 |
|
Q3 2022
|
571 |
1,235,588 |
AAPL, MSFT, BIL, AMZN
|
13F-HR
|
11/10/2022 |
000108514622003929 |
|
Q2 2022
|
510 |
1,086,180 |
MSFT, AAPL, GOOGL, JNJ
|
13F-HR
|
8/4/2022 |
000108514622002804 |
|
Q1 2022
|
453 |
1,233,082 |
MSFT, AAPL, AMZN, IWF
|
13F-HR
|
5/12/2022 |
000108514622002029 |
|
Q4 2021
|
387 |
947,997 |
AAPL, MSFT, AMZN, IWF
|
13F-HR
|
2/10/2022 |
000108514622000799 |
|
Q3 2021
|
347 |
869,402 |
AAPL, MSFT, AMZN, IWF
|
13F-HR
|
11/15/2021 |
000108514621003322 |
|
Q2 2021
|
334 |
839,956 |
AAPL, MSFT, AMZN, IWF
|
13F-HR
|
8/2/2021 |
000108514621002174 |
|
Q1 2021
|
315 |
761,959 |
AAPL, MSFT, IWF, AMZN
|
13F-HR
|
5/10/2021 |
000108514621001555 |
|
Q4 2020
|
319 |
768,680 |
AAPL, IWF, MSFT, AMZN
|
13F-HR
|
2/12/2021 |
000108514621000729 |
|
Q3 2020
|
292 |
634,555 |
IWF, AAPL, MSFT, AMZN
|
13F-HR
|
11/4/2020 |
000108514620002737 |
|
Q2 2020
|
276 |
584,452 |
IWF, AAPL, MSFT, MDY
|
13F-HR
|
8/7/2020 |
000108514620002048 |
|
Q1 2020
|
256 |
458,056 |
IWF, MSFT, AAPL, MDY
|
13F-HR
|
4/29/2020 |
000108514620001256 |
|
Q4 2019
|
305 |
623,749 |
ESS, MDY, IWF, AAPL
|
13F-HR
|
2/6/2020 |
000108514620000421 |
|
Q3 2019
|
309 |
580,936 |
ESS, MDY, IWF, MSFT
|
13F-HR
|
11/14/2019 |
000108514619002985 |
|
Q2 2019
|
283 |
522,599 |
ESS, MDY, IWF, EFA
|
13F-HR
|
8/7/2019 |
000108514619002135 |
|
Q1 2019
|
300 |
502,736 |
ESS, MDY, IWF, EFA
|
RESTATEMENT
|
4/29/2019 |
000108514619001274 |
|
Q4 2018
|
277 |
441,669 |
ESS, MDY, EFA, IWF
|
13F-HR
|
1/22/2019 |
000108514619000200 |
|
Q3 2018
|
280 |
445,039 |
ESS, MDY, EFA, IWF
|
13F-HR
|
11/7/2018 |
000108514618002527 |
|
Q2 2018
|
202 |
359,749 |
MDY, ESS, EFA, IWF
|
13F-HR
|
8/9/2018 |
000108514618001931 |
|
Q1 2018
|
92 |
193,900 |
MDY, EFA, IWF, POWERSHARES ETF TRUST II
|
13F-HR
|
4/10/2018 |
000108514618001038 |
|
Q4 2017
|
77 |
188,685 |
MDY, EFA, VYM, POWERSHARES ETF TRUST II
|
13F-HR
|
1/16/2018 |
000108514618000132 |
|
Q3 2017
|
61 |
184,690 |
MDY, EFA, POWERSHARES ETF TRUST II, AMLP
|
13F-HR
|
10/16/2017 |
000108514617002061 |
|
Q2 2017
|
63 |
180,983 |
MDY, EFA, AMLP, POWERSHARES ETF TRUST II
|
13F-HR
|
7/11/2017 |
000108514617001465 |
|
Q1 2017
|
62 |
171,255 |
MDY, EFA, AMLP, POWERSHARES ETF TRUST II
|
13F-HR
|
4/12/2017 |
000108514617000964 |
|
Q4 2016
|
52 |
154,951 |
MDY, EFA, AMLP, POWERSHARES ETF TRUST II
|
13F-HR
|
1/9/2017 |
000108514617000067 |
|
Q3 2016
|
53 |
154,024 |
MDY, EFA, AMLP, PFF
|
13F-HR
|
10/11/2016 |
000108514616004474 |
|
Q2 2016
|
52 |
148,726 |
MDY, EFA, AMLP, PFF
|
13F-HR
|
7/12/2016 |
000108514616003961 |
|
Q1 2016
|
51 |
139,271 |
MDY, EFA, RWO, LQD
|
13F-HR
|
5/16/2016 |
000108514616003829 |
|
Q4 2015
|
53 |
147,526 |
MDY, EFA, PCY, RWO
|
13F-HR
|
1/12/2016 |
000108514616002577 |
|
Q3 2015
|
50 |
145,942 |
MDY, EFA, PCY, LQD
|
13F-HR
|
10/16/2015 |
000108514615002015 |
|
Q2 2015
|
58 |
165,547 |
MDY, EFA, LQD, PCY
|
13F-HR
|
7/13/2015 |
000108514615001446 |
|
Q1 2015
|
60 |
168,238 |
MDY, EFA, LQD, RWO
|
13F-HR
|
4/13/2015 |
000108514615000922 |
|
Q4 2014
|
59 |
159,934 |
MDY, LQD, EFA, HYG
|
13F-HR
|
1/26/2015 |
000108514615000172 |