|
Q1 2024
|
44 |
393,605 |
MSFT, AMZN, GOOGL, AAPL
|
13F-HR
|
4/12/2024 |
000165751624000004 |
|
Q4 2023
|
44 |
412,592 |
MSFT, AMZN, GOOGL, AAPL
|
13F-HR
|
1/19/2024 |
000165751624000002 |
|
Q3 2023
|
44 |
357,733 |
MSFT, GOOGL, AMZN, AAPL
|
13F-HR
|
10/13/2023 |
000165751623000005 |
|
Q2 2023
|
45 |
371,879 |
MSFT, AAPL, AMZN, GOOGL
|
13F-HR
|
7/17/2023 |
000165751623000004 |
|
Q1 2023
|
47 |
346,298 |
MSFT, AMZN, AAPL, GOOGL
|
13F-HR
|
4/10/2023 |
000165751623000003 |
|
Q4 2022
|
48 |
311,562 |
MSFT, AAPL, GOOGL, AMZN
|
13F-HR
|
1/12/2023 |
000165751623000001 |
|
Q3 2022
|
46 |
272,777 |
AMZN, MSFT, AAPL, GOOGL
|
13F-HR
|
10/24/2022 |
000165751622000005 |
|
Q2 2022
|
47 |
276,573 |
AMZN, MSFT, GOOGL, AAPL
|
13F-HR
|
7/15/2022 |
000165751622000004 |
|
Q1 2022
|
51 |
325,263 |
AMZN, MSFT, AAPL, GOOGL
|
13F-HR
|
4/13/2022 |
000165751622000003 |
|
Q4 2021
|
47 |
331,563 |
MSFT, AAPL, AMZN, GOOGL
|
13F-HR
|
1/18/2022 |
000165751622000001 |
|
Q3 2021
|
46 |
304,769 |
AMZN, MSFT, GOOGL, FBND
|
RESTATEMENT
|
10/28/2021 |
000165751621000006 |
|
Q2 2021
|
44 |
299,307 |
AMZN, FBND, MSFT, AAPL
|
13F-HR
|
7/19/2021 |
000165751621000004 |
|
Q1 2021
|
45 |
265,468 |
AMZN, FBND, AAPL, MSFT
|
13F-HR
|
4/19/2021 |
000165751621000003 |
|
Q4 2020
|
51 |
273,071 |
AAPL, FBND, AMZN, MSFT
|
13F-HR
|
2/1/2021 |
000165751621000002 |
|
Q3 2020
|
49 |
233,671 |
FBND, AAPL, AMZN, MSFT
|
13F-HR
|
10/20/2020 |
000165751620000006 |
|
Q2 2020
|
49 |
209,410 |
FBND, AAPL, AMZN, MSFT
|
13F-HR
|
7/23/2020 |
000165751620000005 |
|
Q1 2020
|
47 |
171,146 |
FBND, AMZN, VDC, MSFT
|
13F-HR
|
4/16/2020 |
000165751620000004 |
|
Q4 2019
|
52 |
194,727 |
FBND, SPY, MSFT, AMZN
|
13F-HR
|
1/21/2020 |
000165751620000001 |
|
Q3 2019
|
51 |
176,614 |
FBND, SPY, MSFT, AMZN
|
13F-HR
|
10/11/2019 |
000165751619000005 |
|
Q2 2019
|
49 |
170,461 |
FBND, AMZN, SPY, MSFT
|
13F-HR
|
7/15/2019 |
000165751619000004 |
|
Q1 2019
|
52 |
165,078 |
FBND, AMZN, SPY, MSFT
|
13F-HR
|
4/15/2019 |
000165751619000003 |
|
Q4 2018
|
59 |
165,789 |
PWV, VTEB, SPY, AMZN
|
13F-HR
|
1/16/2019 |
000165751619000001 |
|
Q3 2018
|
57 |
190,886 |
PWV, VCIT, VTEB, AAPL
|
13F-HR
|
10/29/2018 |
000165751618000005 |
|
Q2 2018
|
57 |
174,873 |
VCSH, PWV, PWB, BSCL
|
13F-HR
|
7/20/2018 |
000165751618000003 |
|
Q1 2018
|
53 |
148,304 |
VCSH, CLAYMORE EXCHANGE TRD FD TR, PWV, PWB
|
13F-HR
|
4/11/2018 |
000165751618000002 |
|
Q4 2017
|
54 |
151,139 |
VCSH, PWV, PWB, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
1/12/2018 |
000165751618000001 |
|
Q3 2017
|
48 |
134,734 |
VCSH, PWV, PWB, VFH
|
13F-HR
|
10/19/2017 |
000165751617000004 |
|
Q2 2017
|
49 |
125,448 |
PWV, CLAYMORE EXCHANGE TRD FD TR, PWB, SHM
|
13F-HR
|
7/25/2017 |
000165751617000003 |
|
Q1 2017
|
48 |
127,669 |
PWV, Claymore Exchange TRD FD TR, PWB, SHM
|
13F-HR
|
4/17/2017 |
000165751617000002 |
|
Q4 2016
|
50 |
114,212 |
PWV, CLAYMORE EXCHANGE TRD FD TR, SHM, AMZN
|
13F-HR
|
2/23/2017 |
000165751617000001 |