|
Q1 2026
|
275 |
1,524,076 |
QQQ calls, MSFT, NVDA, AAPL
|
13F-HR
|
5/8/2026 |
000163296526000003 |
|
Q4 2025
|
250 |
1,276,201 |
MSFT, NVDA, AAPL, AMZN
|
13F-HR
|
1/14/2026 |
000163296526000002 |
|
Q3 2025
|
217 |
1,216,725 |
MSFT, NVDA, AAPL, AMZN
|
13F-HR
|
11/10/2025 |
000163296525000009 |
|
Q2 2025
|
204 |
1,105,030 |
NVDA, MSFT, AAPL, AMZN
|
13F-HR
|
8/7/2025 |
000163296525000008 |
|
Q1 2025
|
193 |
895,099 |
AAPL, MSFT, NVDA, AMZN
|
13F-HR
|
5/8/2025 |
000163296525000005 |
|
Q4 2024
|
212 |
892,728 |
AAPL, MSFT, NVDA, AMZN
|
RESTATEMENT
|
4/11/2025 |
000163296525000004 |
|
Q3 2024
|
197 |
837,995 |
MSFT, AAPL, NVDA, IWM calls
|
13F-HR
|
10/9/2024 |
000163296524000012 |
|
Q2 2024
|
171 |
768,299 |
NVDA, MSFT, AAPL, AMZN
|
13F-HR
|
7/23/2024 |
000163296524000007 |
|
Q1 2024
|
178 |
701,006 |
MSFT, AMZN, AAPL, META
|
13F-HR
|
5/14/2024 |
000163296524000004 |
|
Q4 2023
|
189 |
576,141 |
MSFT, AMZN, AAPL, META
|
13F-HR
|
2/13/2024 |
000163296524000003 |
|
Q3 2023
|
195 |
506,006 |
MSFT, AMZN, AAPL, GOOG
|
13F-HR
|
11/13/2023 |
000163296523000005 |
|
Q2 2023
|
202 |
504,807 |
MSFT, AAPL, AMZN, META
|
RESTATEMENT
|
1/12/2024 |
000163296524000002 |
|
Q1 2023
|
197 |
470,130 |
MSFT, AAPL, AMZN, GOOG
|
13F-HR
|
5/12/2023 |
000163296523000002 |
|
Q4 2022
|
190 |
457,227 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
2/13/2023 |
000163296523000001 |
|
Q3 2022
|
178 |
437,739 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
11/14/2022 |
000163296522000004 |
|
Q2 2022
|
160 |
441,371 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
8/12/2022 |
000163296522000003 |
|
Q1 2022
|
162 |
510,637 |
AMZN, AAPL, MSFT, GOOG
|
13F-HR
|
5/13/2022 |
000163296522000002 |
|
Q4 2021
|
146 |
530,174 |
SPY puts, AAPL, MSFT, AMZN
|
13F-HR
|
1/27/2022 |
000163296522000001 |
|
Q3 2021
|
122 |
409,826 |
AAPL, AMZN, MSFT, GOOG
|
13F-HR
|
10/22/2021 |
000163296521000004 |
|
Q2 2021
|
124 |
397,150 |
MSFT, AMZN, AAPL, GOOG
|
13F-HR
|
8/2/2021 |
000163296521000003 |
|
Q1 2021
|
124 |
348,724 |
AMZN, AAPL, MSFT, GOOG
|
13F-HR
|
4/8/2021 |
000163296521000002 |
|
Q4 2020
|
114 |
302,624 |
AMZN, AAPL, MSFT, GOOG
|
13F-HR
|
2/5/2021 |
000163296521000001 |
|
Q3 2020
|
101 |
248,370 |
AMZN, AAPL, MSFT, GOOG
|
13F-HR
|
10/13/2020 |
000180126320000006 |
|
Q2 2020
|
109 |
244,275 |
AMZN, MSFT, AAPL, META
|
13F-HR
|
7/21/2020 |
000163296520000003 |
|
Q1 2020
|
91 |
196,287 |
MSFT, AMZN, AAPL, META
|
13F-HR
|
4/24/2020 |
000163296520000002 |
|
Q4 2019
|
109 |
250,179 |
AAPL, VFH, MSFT, AMZN
|
13F-HR
|
1/30/2020 |
000163296520000001 |
|
Q3 2019
|
110 |
227,680 |
AAPL, MSFT, IVW, AMLP
|
13F-HR
|
10/23/2019 |
000163296519000004 |
|
Q2 2019
|
114 |
218,007 |
IVW, MSFT, AMZN, AAPL
|
13F-HR
|
7/25/2019 |
000163296519000003 |
|
Q1 2019
|
124 |
178,144 |
IVW, MSFT, VEA, META
|
13F-HR
|
4/17/2019 |
000163296519000002 |
|
Q4 2018
|
124 |
178,144 |
IVW, MSFT, VEA, META
|
13F-HR
|
2/11/2019 |
000163296519000001 |
|
Q3 2018
|
112 |
196,023 |
VEA, MSFT, VWO, IVW
|
13F-HR
|
11/7/2018 |
000163296518000004 |
|
Q2 2018
|
120 |
199,489 |
META, MSFT, IVW, IJR
|
13F-HR
|
8/7/2018 |
000163296518000003 |
|
Q1 2018
|
100 |
162,210 |
IVW, EFG, MSFT, SPY
|
13F-HR
|
5/1/2018 |
000163296518000002 |
|
Q4 2017
|
124 |
185,625 |
IVW, SPY, DIA, IVV
|
13F-HR
|
1/30/2018 |
000163296518000001 |
|
Q3 2017
|
117 |
168,782 |
IVW, SPY, SPIB, TOTL
|
13F-HR
|
11/8/2017 |
000163296517000005 |
|
Q2 2017
|
127 |
167,914 |
IVW, SPY, DIA, TOTL
|
13F-HR
|
8/15/2017 |
000163296517000004 |
|
Q1 2017
|
135 |
149,114 |
IVW, SPSB, SPY, DIA
|
13F-HR
|
5/16/2017 |
000163296517000002 |
|
Q4 2016
|
129 |
144,954 |
IVW, EFA, DIA, IVV
|
NEW HOLDINGS
|
5/24/2017 |
000163296517000003 |
|
Q4 2016
|
109 |
110,039 |
IVW, DIA, EFA, IVV
|
13F-HR
|
2/7/2017 |
000163296517000001 |