|
Q1 2025
|
268 |
483,476 |
VOO, AAPL, VUG, VTV
|
13F-HR
|
5/1/2025 |
000163210525000004 |
|
Q4 2024
|
256 |
476,495 |
VOO, AAPL, VUG, VTV
|
13F-HR
|
1/16/2025 |
000163210525000001 |
|
Q3 2024
|
269 |
479,171 |
AAPL, VOO, VUG, VTV
|
13F-HR
|
11/4/2024 |
000163210524000005 |
|
Q2 2024
|
263 |
438,100 |
AAPL, VOO, VUG, MSFT
|
13F-HR
|
7/31/2024 |
000163210524000003 |
|
Q1 2024
|
261 |
415,656 |
AAPL, VOO, VUG, MSFT
|
13F-HR
|
5/1/2024 |
000163210524000002 |
|
Q4 2023
|
253 |
377,785 |
AAPL, VOO, VUG, MSFT
|
13F-HR
|
2/5/2024 |
000163210524000001 |
|
Q3 2023
|
252 |
339,512 |
AAPL, VUG, VOO, MSFT
|
13F-HR
|
10/20/2023 |
000163210523000004 |
|
Q2 2023
|
252 |
345,725 |
AAPL, VUG, VOO, MSFT
|
13F-HR
|
8/8/2023 |
000163210523000003 |
|
Q1 2023
|
255 |
321,741 |
AAPL, VUG, VANGUARD 500 INDEX ETF, MSFT
|
13F-HR
|
5/10/2023 |
000163210523000002 |
|
Q4 2022
|
248 |
295,632 |
AAPL, VUG, VANGUARD 500 INDEX ETF, MSFT
|
13F-HR
|
2/3/2023 |
000163210523000001 |
|
Q3 2022
|
224 |
260,039 |
AAPL, VANGUARD 500 INDEX ETF, MSFT, VUG
|
13F-HR
|
11/7/2022 |
000163210522000005 |
|
Q2 2022
|
218 |
257,688 |
AAPL, MSFT, VANGUARD 500 INDEX ETF, VUG
|
RESTATEMENT
|
11/18/2022 |
000163210522000006 |
|
Q1 2022
|
230 |
298,124 |
AAPL, MSFT, VANGUARD 500 INDEX ETF, VUG
|
13F-HR
|
4/26/2022 |
000163210522000002 |
|
Q4 2021
|
228 |
302,739 |
AAPL, MSFT, VUG, VANGUARD 500 INDEX ETF
|
13F-HR
|
2/2/2022 |
000163210522000001 |
|
Q3 2021
|
221 |
269,511 |
AAPL, MSFT, VUG, VANGUARD 500 INDEX ETF
|
13F-HR
|
11/8/2021 |
000163210521000008 |
|
Q2 2021
|
220 |
260,029 |
AAPL, MSFT, VUG, VANGUARD 500 INDEX ETF
|
RESTATEMENT
|
11/8/2021 |
000163210521000007 |
|
Q1 2021
|
212 |
239,153 |
AAPL, MSFT, VUG, VANGUARD 500 INDEX ETF
|
13F-HR
|
5/11/2021 |
000163210521000005 |
|
Q4 2020
|
204 |
217,732 |
AAPL, MSFT, VUG, HD
|
13F-HR
|
2/8/2021 |
000163210521000002 |
|
Q3 2020
|
198 |
195,500 |
AAPL, MSFT, VUG, HD
|
13F-HR
|
10/27/2020 |
000163210520000005 |
|
Q2 2020
|
186 |
175,800 |
AAPL, MSFT, HD, AMZN
|
13F-HR
|
7/17/2020 |
000163210520000004 |
|
Q1 2020
|
166 |
129,542 |
AAPL, MSFT, JNJ, HD
|
13F-HR
|
4/8/2020 |
000163210520000003 |
|
Q4 2019
|
173 |
158,989 |
AAPL, MSFT, JPM, HD
|
13F-HR
|
1/8/2020 |
000163210520000002 |
|
Q3 2019
|
173 |
147,597 |
AAPL, MSFT, HD, JPM
|
13F-HR
|
10/8/2019 |
000163210519000010 |
|
Q2 2019
|
172 |
145,862 |
AAPL, MSFT, HD, JNJ
|
13F-HR
|
7/9/2019 |
000163210519000006 |
|
Q1 2019
|
169 |
143,453 |
AAPL, MSFT, JNJ, HD
|
13F-HR
|
4/11/2019 |
000163210519000004 |
|
Q4 2018
|
161 |
124,650 |
AAPL, MSFT, HD, UNH
|
13F-HR
|
1/10/2019 |
000163210519000002 |
|
Q3 2018
|
183 |
148,533 |
AAPL, MSFT, HD, UNH
|
13F-HR
|
10/9/2018 |
000163210518000006 |
|
Q2 2018
|
175 |
141,767 |
AAPL, MSFT, HD, ADBE
|
13F-HR
|
7/13/2018 |
000163210518000005 |
|
Q1 2018
|
176 |
139,720 |
AAPL, MSFT, HD, JPM
|
13F-HR
|
4/16/2018 |
000163210518000003 |
|
Q4 2017
|
175 |
144,728 |
AAPL, HD, XOM, MSFT
|
13F-HR
|
1/12/2018 |
000163210518000002 |
|
Q3 2017
|
174 |
135,771 |
AAPL, HD, XOM, MSFT
|
13F-HR
|
10/12/2017 |
000163210517000006 |
|
Q2 2017
|
168 |
131,733 |
AAPL, XOM, HD, JNJ
|
13F-HR
|
7/20/2017 |
000163210517000005 |
|
Q1 2017
|
168 |
127,735 |
AAPL, XOM, HD, JNJ
|
13F-HR
|
4/11/2017 |
000163210517000003 |
|
Q4 2016
|
167 |
123,512 |
AAPL, XOM, HD, T
|
13F-HR
|
1/19/2017 |
000163210517000002 |
|
Q3 2016
|
160 |
114,185 |
AAPL, XOM, HD, JNJ
|
13F-HR
|
10/18/2016 |
000163210516000013 |
|
Q2 2016
|
160 |
110,546 |
AAPL, XOM, HD, MMP
|
13F-HR
|
7/15/2016 |
000163210516000011 |
|
Q1 2016
|
155 |
103,497 |
AAPL, XOM, HD, DIS
|
13F-HR
|
4/20/2016 |
000163210516000009 |
|
Q4 2015
|
153 |
100,601 |
AAPL, XOM, DIS, HD
|
13F-HR
|
1/27/2016 |
000163210516000008 |
|
Q3 2015
|
151 |
96,891 |
AAPL, XOM, DIS, VFC
|
13F-HR
|
10/19/2015 |
000163210515000007 |
|
Q2 2015
|
155 |
108,601 |
AAPL, XOM, DIS, VFC
|
13F-HR
|
7/20/2015 |
000163210515000005 |
|
Q1 2015
|
154 |
109,694 |
AAPL, XOM, ETP, VFC
|
13F-HR
|
4/21/2015 |
000163210515000004 |
|
Q4 2014
|
154 |
108,195 |
AAPL, XOM, ETP, VFC
|
13F-HR
|
1/30/2015 |
000163210515000002 |