|
Q3 2024
|
254 |
2,404,033 |
VTI, IJR, AAPL, MA
|
13F-HR
|
11/14/2024 |
000117266124004895 |
|
Q2 2024
|
262 |
2,330,079 |
VTI, IJR, DXCM, MSFT
|
13F-HR
|
8/14/2024 |
000117266124003468 |
|
Q1 2024
|
266 |
2,318,324 |
VTI, DXCM, IJR, MA
|
13F-HR
|
5/9/2024 |
000117266124002101 |
|
Q4 2023
|
264 |
2,200,084 |
VTI, DXCM, IJR, MA
|
13F-HR
|
2/12/2024 |
000117266124000662 |
|
Q3 2023
|
271 |
2,031,285 |
VTI, VCSH, DXCM, SHY
|
13F-HR
|
10/31/2023 |
000117266123003555 |
|
Q2 2023
|
277 |
2,169,293 |
VTI, DXCM, VCSH, SHY
|
13F-HR
|
7/21/2023 |
000117266123002583 |
|
Q1 2023
|
276 |
2,058,032 |
VTI, DXCM, VCSH, SHY
|
13F-HR
|
5/4/2023 |
000117266123001847 |
|
Q4 2022
|
278 |
1,952,973 |
VTI, DXCM, VCSH, IJR
|
13F-HR
|
1/13/2023 |
000117266123000170 |
|
Q3 2022
|
274 |
1,818,010 |
VTI, VCSH, DXCM, IJR
|
13F-HR
|
10/19/2022 |
000117266122002216 |
|
Q2 2022
|
284 |
1,919,336 |
VTI, VCSH, IJR, DXCM
|
13F-HR
|
7/21/2022 |
000117266122001649 |
|
Q1 2022
|
297 |
2,344,220 |
MINT, VTI, DXCM, AAPL
|
13F-HR
|
5/12/2022 |
000117266122001254 |
|
Q4 2021
|
306 |
2,574,351 |
MINT, VTI, DXCM, AAPL
|
13F-HR
|
2/4/2022 |
000117266122000242 |
|
Q3 2021
|
296 |
2,415,442 |
MINT, DXCM, VTI, IJR
|
13F-HR
|
11/9/2021 |
000117266121002137 |
|
Q2 2021
|
300 |
2,469,568 |
MINT, VTI, IJR, DXCM
|
13F-HR
|
8/2/2021 |
000117266121001574 |
|
Q1 2021
|
295 |
2,290,193 |
MINT, VTI, IJR, DXCM
|
13F-HR
|
5/21/2021 |
000117266121001372 |
|
Q4 2020
|
276 |
2,164,036 |
MINT, VTI, DXCM, IJR
|
13F-HR
|
2/8/2021 |
000117266121000278 |
|
Q3 2020
|
255 |
1,926,961 |
MINT, DXCM, VTI, MA
|
13F-HR
|
10/29/2020 |
000117266120002042 |
|
Q2 2020
|
244 |
1,755,728 |
MINT, DXCM, VTI, MA
|
13F-HR
|
7/28/2020 |
000117266120001560 |
|
Q1 2020
|
233 |
1,418,108 |
MINT, DXCM, VTI, MA
|
13F-HR
|
5/5/2020 |
000117266120001130 |
|
Q4 2019
|
245 |
1,874,811 |
MINT, VTI, MA, DXCM
|
13F-HR
|
1/31/2020 |
000117266120000283 |
|
Q3 2019
|
231 |
1,000,103 |
MINT, VTI, IJR, MSFT
|
13F-HR
|
10/29/2019 |
000117266119002067 |
|
Q2 2019
|
226 |
943,956 |
MINT, VTI, IJR, MSFT
|
13F-HR
|
8/7/2019 |
000117266119001629 |
|
Q1 2019
|
220 |
943,310 |
MINT, VTI, IJR, MSFT
|
13F-HR
|
5/15/2019 |
000117266119001314 |
|
Q4 2018
|
251 |
904,109 |
BKLN, VTI, IJR, PFS
|
13F-HR
|
2/8/2019 |
000117266119000348 |
|
Q3 2018
|
254 |
1,029,240 |
VTI, IJR, BKLN, HBAN
|
13F-HR
|
11/9/2018 |
000117266118001977 |
|
Q2 2018
|
252 |
988,760 |
VTI, IJR, BKLN, PFS
|
13F-HR
|
8/9/2018 |
000117266118001479 |
|
Q1 2018
|
256 |
969,268 |
VTI, POWERSHARES ETF TRUST II, IJR, PFS
|
13F-HR
|
4/26/2018 |
000117266118000973 |
|
Q4 2017
|
242 |
946,483 |
VTI, POWERSHARES ETF TRUST II, IJR, PFS
|
RESTATEMENT
|
4/26/2018 |
000117266118000972 |
|
Q3 2017
|
267 |
1,166,268 |
VTI, POWERSHARES ETF TRUST II, IJR, IGSB
|
13F-HR
|
11/14/2017 |
000117266117002138 |
|
Q2 2017
|
111 |
559,643 |
SPY, SPY calls, SPY puts, POWERSHARES ETF TRUST II
|
13F-HR
|
8/3/2017 |
000117266117001475 |
|
Q1 2017
|
86 |
522,799 |
SPY, SPY calls, SPY puts, IGSB
|
13F-HR
|
5/12/2017 |
000117266117001026 |
|
Q4 2016
|
77 |
517,659 |
SPY, SPY calls, SPY puts, IGSB
|
13F-HR
|
2/8/2017 |
000117266117000267 |
|
Q3 2016
|
72 |
457,679 |
SPY, SPY calls, SPY puts, VTI
|
13F-HR
|
11/1/2016 |
000117266116004079 |
|
Q2 2016
|
69 |
459,788 |
SPY, SPY calls, SPY puts, VTI
|
13F-HR
|
8/9/2016 |
000117266116003669 |
|
Q1 2016
|
62 |
467,301 |
SPY, SPY calls, SPY puts, VTI
|
13F-HR
|
5/9/2016 |
000117266116003169 |
|
Q4 2015
|
63 |
530,641 |
SPY, SPY calls, SPY puts, VIG
|
13F-HR
|
2/8/2016 |
000117266116002459 |
|
Q3 2015
|
60 |
541,426 |
SPY, SPY calls, SPY puts, VIG
|
13F-HR
|
11/19/2015 |
000117266115002106 |
|
Q2 2015
|
52 |
634,244 |
SPY, SPY calls, SPY puts, AMLP
|
13F-HR
|
11/19/2015 |
000117266115002105 |