|
Q2 2026
|
411 |
962,794
|
JAAA, NVDA, AAPL, SGOV
|
13F-HR
|
8/13/2026 |
000091957426005117 |
|
Q1 2026
|
397 |
1,051,344
|
SGOV, SCHX, SCHI, MTBA
|
13F-HR
|
5/14/2026 |
000091957426003154 |
|
Q4 2025
|
366 |
748,487
|
SGOV, NVDA, AAPL, MSFT
|
13F-HR
|
2/17/2026 |
000091957426000986 |
|
Q3 2025
|
363 |
691,066
|
SGOV, NVDA, MSFT, AAPL
|
13F-HR
|
11/13/2025 |
000091957425006797 |
|
Q2 2025
|
361 |
610,881
|
SGOV, MSFT, NVDA, META
|
13F-HR
|
8/13/2025 |
000091957425004698 |
|
Q1 2025
|
275 |
486,546
|
SGOV, AAPL, SCHI, MSFT
|
13F-HR
|
5/14/2025 |
000091957425003094 |
|
Q4 2024
|
248 |
458,327
|
SGOV, AAPL, SCHI, MSFT
|
13F-HR
|
2/13/2025 |
000091957425001265 |
|
Q3 2024
|
231 |
368,024
|
AAPL, MSFT, META, NVDA
|
13F-HR
|
11/13/2024 |
000091957424006511 |
|
Q2 2024
|
214 |
331,885
|
MSFT, AAPL, NVDA, GOOGL
|
13F-HR
|
8/13/2024 |
000091957424004579 |
|
Q1 2024
|
212 |
304,577
|
MSFT, AAPL, GOOGL, META
|
13F-HR
|
5/14/2024 |
000091957424003074 |
|
Q4 2023
|
176 |
243,065
|
AAPL, MSFT, GOOGL, META
|
13F-HR
|
2/13/2024 |
000091957424001032 |
|
Q3 2023
|
216 |
212,636
|
AAPL, MSFT, BRK-B, GOOGL
|
13F-HR
|
11/8/2023 |
000091957423005989 |
|
Q2 2023
|
155 |
204,485
|
AAPL, MSFT, BRK-B, META
|
13F-HR
|
8/11/2023 |
000091957423004525 |
|
Q1 2023
|
141 |
167,056
|
XLF puts, AAPL, MSFT, BRK-B
|
13F-HR
|
5/12/2023 |
000091957423003023 |
|
Q4 2022
|
130 |
154,909
|
SCHV, AAPL, XLB, SPY puts
|
13F-HR
|
2/14/2023 |
000091957423001545 |
|
Q3 2022
|
120 |
145,318
|
AAPL, SPY, IWD, XLB
|
13F-HR
|
11/14/2022 |
000091957422006549 |
|
Q2 2022
|
119 |
137,692
|
AAPL, MSFT, AMGN, BRK-B
|
13F-HR
|
8/15/2022 |
000091957422004908 |
|
Q1 2022
|
133 |
160,691
|
AAPL, SPDR S&P 500 ETF TR puts, IWD puts, MSFT
|
13F-HR
|
5/16/2022 |
000091957422003282 |
|
Q4 2021
|
118 |
143,184
|
IWD, AAPL, MSFT, XLE
|
13F-HR
|
2/10/2022 |
000091957422000794 |
|
Q3 2021
|
58 |
39,568
|
IWD, IWM, DELL, IBM
|
13F-HR
|
11/12/2021 |
000091957421006812 |
|
Q2 2021
|
94 |
106,935
|
AAPL, MSFT, CSCO, INTC
|
13F-HR
|
8/16/2021 |
000091957421005242 |
|
Q1 2021
|
83 |
97,018
|
MSFT, AAPL, STX, INTC
|
13F-HR
|
5/17/2021 |
000091957421003600 |
|
Q4 2020
|
78 |
95,485
|
SPY puts, FDN puts, ZM puts, AAPL
|
13F-HR
|
2/12/2021 |
000091957421000987 |
|
Q3 2020
|
76 |
94,167
|
SPY puts, ZM puts, AAPL, MSFT
|
13F-HR
|
11/16/2020 |
000091957420007150 |
|
Q2 2020
|
62 |
91,104
|
SPY puts, ZM puts, AAPL, MSFT
|
13F-HR
|
8/13/2020 |
000091957420005028 |
|
Q1 2020
|
70 |
88,349
|
AAPL, MSFT, BIIB, SCHX
|
13F-HR
|
5/15/2020 |
000091957420003609 |
|
Q4 2019
|
77 |
113,615
|
AAPL, AMGN, MSFT, BIIB
|
13F-HR
|
2/13/2020 |
000091957420000992 |