|
Q3 2024
|
285 |
1,005,605 |
IAU, VOO, GLD, IWV
|
13F-HR
|
11/1/2024 |
000121465924018255 |
|
Q2 2024
|
320 |
952,465 |
IAU, IWV, BILS, GLD
|
13F-HR
|
7/25/2024 |
000121465924012972 |
|
Q1 2024
|
324 |
908,429 |
IAU, IWV, GLD, VOO
|
13F-HR
|
5/2/2024 |
000121465924008134 |
|
Q4 2023
|
302 |
808,910 |
IAU, VOO, SPDR SER TR, IWV
|
13F-HR
|
2/13/2024 |
000121465924002422 |
|
Q3 2023
|
295 |
750,220 |
IAU, SPDR SER TR, VOO, IWV
|
13F-HR
|
10/18/2023 |
000121465923013572 |
|
Q2 2023
|
290 |
735,004 |
IAU, SPDR SER TR, IWV, VOO
|
13F-HR
|
8/14/2023 |
000121465923011175 |
|
Q1 2023
|
283 |
630,115 |
IAU, GLD, IWV, VTI
|
RESTATEMENT
|
4/21/2023 |
000121465923005751 |
|
Q4 2022
|
282 |
528,246 |
IAU, GLD, SPY, IWV
|
13F-HR
|
1/30/2023 |
000121465923001254 |
|
Q3 2022
|
258 |
542,956 |
IAU, GLD, IWV, SPY
|
13F-HR
|
10/11/2022 |
000121465922012206 |
|
Q2 2022
|
274 |
534,670 |
IAU, IWV, UGL, GLD
|
13F-HR
|
8/15/2022 |
000121465922010057 |
|
Q1 2022
|
278 |
669,461 |
IAU, IWV, UGL, VTI
|
13F-HR
|
5/13/2022 |
000121465922006822 |
|
Q4 2021
|
299 |
718,709 |
IAU, IWV, VTI, VOO
|
13F-HR
|
2/11/2022 |
000121465922002307 |
|
Q3 2021
|
302 |
760,052 |
IAU, IWV, IEI, MBB
|
13F-HR
|
11/15/2021 |
000121465921011739 |
|
Q2 2021
|
296 |
819,982 |
IAU, IWV, PPLT, TBT
|
RESTATEMENT
|
8/16/2021 |
000121465921008711 |
|
Q1 2021
|
268 |
771,708 |
IAU, IWV, PPLT, IVOL
|
13F-HR
|
5/14/2021 |
000121465921005404 |
|
Q4 2020
|
178 |
638,656 |
IAU, IWV, MBB, VTI
|
13F-HR
|
2/11/2021 |
000121465921001543 |
|
Q3 2020
|
175 |
565,251 |
IAU, IWV, MBB, TLT
|
13F-HR
|
11/2/2020 |
000121465920009070 |
|
Q2 2020
|
171 |
489,647 |
IAU, IWV, TIP, MBB
|
13F-HR
|
8/14/2020 |
000121465920007100 |
|
Q1 2020
|
167 |
398,391 |
IAU, IWV, BIL, TIP
|
13F-HR
|
5/6/2020 |
000121465920004112 |
|
Q4 2019
|
131 |
346,744 |
IAU, IWV, FLOT, MINT
|
13F-HR
|
2/13/2020 |
000121465920001286 |
|
Q3 2019
|
119 |
268,211 |
IWV, IAU, MINT, FLOT
|
13F-HR
|
11/13/2019 |
000121465919007068 |
|
Q2 2019
|
2,000 |
292,337 |
IWV, SPY, IAU, QQQ
|
13F-HR
|
8/13/2019 |
000165417519000003 |
|
Q1 2019
|
1,751 |
280,461 |
IAU, SPY, QQQ, IVV
|
13F-HR
|
5/13/2019 |
000165417519000002 |
|
Q4 2018
|
1,237 |
225,027 |
DBC, SPY, GSG, IVV
|
13F-HR
|
2/8/2019 |
000165417519000001 |
|
Q3 2018
|
1,283 |
303,927 |
SPY puts, DBC, GSG, MINT
|
13F-HR
|
11/13/2018 |
000165417518000004 |
|
Q2 2018
|
1,327 |
243,507 |
SPY, GSG, IAU, DBC
|
13F-HR
|
8/10/2018 |
000165417518000003 |
|
Q1 2018
|
1,333 |
340,399 |
TLT calls, MINT, SPY, PALL
|
13F-HR
|
5/14/2018 |
000165417518000002 |
|
Q4 2017
|
1,319 |
310,659 |
TLT calls, MINT, SPY, PALL
|
13F-HR
|
2/9/2018 |
000165417518000001 |
|
Q3 2017
|
1,329 |
247,045 |
MINT, SPY, PALL, EDV
|
13F-HR
|
11/14/2017 |
000165417517000004 |
|
Q2 2017
|
1,344 |
240,715 |
MINT, SPY, PALL, AAPL
|
13F-HR
|
8/3/2017 |
000165417517000003 |
|
Q1 2017
|
1,353 |
228,716 |
SPY, MINT, AAPL, PHYS
|
13F-HR
|
5/25/2017 |
000165417517000002 |
|
Q4 2016
|
1,174 |
235,727 |
SPY puts, SPY, HEFA, NEA
|
13F-HR
|
2/14/2017 |
000165417517000001 |
|
Q3 2016
|
1,152 |
173,199 |
SPY, NEA, EFA, AAPL
|
13F-HR
|
10/25/2016 |
000165417516000005 |
|
Q2 2016
|
1,075 |
159,436 |
SPY, NPM, EXD, PPLT
|
13F-HR
|
7/29/2016 |
000165417516000004 |
|
Q1 2016
|
1,151 |
119,594 |
SPY, NPM, EXD, EFA
|
13F-HR
|
4/8/2016 |
000165417516000003 |
|
Q4 2015
|
887 |
101,908 |
NPM, SPY, EFA, VT
|
13F-HR
|
1/11/2016 |
000165417516000002 |