|
Q2 2025
|
784 |
2,713,385 |
AAPL, LGRO, MSFT, QQQ
|
13F-HR
|
8/13/2025 |
000108514625004979 |
|
Q1 2025
|
752 |
2,431,718 |
AAPL, LGRO, QQQ, MSFT
|
13F-HR
|
5/14/2025 |
000108514625003068 |
|
Q4 2024
|
752 |
2,446,818 |
AAPL, ALPS ETF TR, QQQ, MSFT
|
13F-HR
|
2/12/2025 |
000108514625001041 |
|
Q3 2024
|
765 |
2,375,593 |
AAPL, ALPS ETF TR, QQQ, MSFT
|
13F-HR
|
11/14/2024 |
000108514624005789 |
|
Q2 2024
|
741 |
2,218,427 |
AAPL, ALPS ETF TR, QQQ, MSFT
|
13F-HR
|
8/9/2024 |
000108514624003605 |
|
Q1 2024
|
775 |
1,820,159 |
AAPL, ALPS ETF TR, QQQ, MSFT
|
13F-HR
|
5/13/2024 |
000108514624002402 |
|
Q4 2023
|
776 |
1,782,509 |
AAPL, ALPS ETF TR, QQQ, MSFT
|
13F-HR
|
2/8/2024 |
000108514624000861 |
|
Q3 2023
|
759 |
1,551,095 |
AAPL, ALPS ETF TR, MSFT, USFR
|
13F-HR
|
11/13/2023 |
000108514623004312 |
|
Q2 2023
|
800 |
1,664,444 |
AAPL, QQQ, MSFT, SPLG
|
13F-HR
|
7/10/2023 |
000108514623002586 |
|
Q1 2023
|
758 |
1,524,558 |
AAPL, QQQ, MSFT, CAG
|
13F-HR
|
6/5/2023 |
000108514623002520 |
|
Q4 2022
|
678 |
1,347,144 |
AAPL, CAG, MSFT, QQQ
|
13F-HR
|
2/13/2023 |
000108514623001060 |
|
Q3 2022
|
549 |
1,028,890 |
AAPL, CAG, SPLG, MSFT
|
13F-HR
|
11/7/2022 |
000108514622003807 |
|
Q2 2022
|
558 |
1,060,205 |
AAPL, CAG, SPLG, MSFT
|
13F-HR
|
8/8/2022 |
000108514622002871 |
|
Q1 2022
|
646 |
1,276,550 |
AAPL, QQQ, CAG, SPLG
|
13F-HR
|
5/10/2022 |
000108514622001917 |
|
Q4 2021
|
646 |
1,311,536 |
AAPL, QQQ, SPLG, CAG
|
13F-HR
|
2/11/2022 |
000108514622000854 |
|
Q3 2021
|
458 |
961,585 |
QQQ, AAPL, CAG, SPLG
|
13F-HR
|
10/12/2021 |
000108514621002715 |
|
Q2 2021
|
636 |
1,446,166 |
QQQ, AAPL, QUS, CAG
|
13F-HR
|
8/9/2021 |
000108514621002280 |
|
Q1 2021
|
627 |
1,287,680 |
QQQ, AAPL, QUS, TOTL
|
13F-HR
|
5/10/2021 |
000108514621001523 |
|
Q4 2020
|
589 |
1,245,929 |
QQQ, AAPL, QUS, TOTL
|
13F-HR
|
2/10/2021 |
000108514621000594 |
|
Q3 2020
|
541 |
1,298,099 |
AAPL, QQQ, AMZN, SNV
|
13F-HR
|
11/2/2020 |
000169671520000005 |
|
Q2 2020
|
566 |
1,292,692 |
AAPL, MSFT, QQQ, AMZN
|
RESTATEMENT
|
8/17/2020 |
000108514620002352 |
|
Q1 2020
|
486 |
833,697 |
USMV, AAPL, QUS, QQQ
|
13F-HR
|
5/13/2020 |
000108514620001467 |
|
Q4 2019
|
562 |
2,525,680 |
AAPL, MSFT, D, GPN
|
13F-HR
|
2/13/2020 |
000169671520000002 |
|
Q3 2019
|
504 |
966,457 |
GPN, IVV, USMV, EPD
|
13F-HR
|
11/12/2019 |
000117266119002150 |
|
Q2 2019
|
523 |
990,625 |
TSS, IVV, USMV, EPD
|
13F-HR
|
8/14/2019 |
000117266119001859 |
|
Q1 2019
|
509 |
907,914 |
TSS, EPD, USMV, IVV
|
13F-HR
|
5/15/2019 |
000117266119001224 |
|
Q4 2018
|
528 |
801,967 |
TSS, EPD, IVV, USMV
|
13F-HR
|
2/8/2019 |
000117266119000349 |
|
Q3 2018
|
583 |
925,276 |
TSS, EPD, AAPL, FDT
|
13F-HR
|
11/14/2018 |
000117266118002104 |
|
Q2 2018
|
611 |
1,372,777 |
SPY puts, IWF, TSS, IWP
|
13F-HR
|
8/14/2018 |
000117266118001621 |
|
Q1 2018
|
530 |
1,289,735 |
SPY puts, IWF, TSS, IWP
|
13F-HR
|
5/14/2018 |
000117266118001076 |
|
Q4 2017
|
538 |
1,285,540 |
SPY puts, IWF, IWP, IWS
|
13F-HR
|
2/13/2018 |
000117266118000487 |
|
Q3 2017
|
504 |
1,128,087 |
SPY puts, IWF, IWP, IWS
|
RESTATEMENT
|
4/3/2018 |
000117266118000832 |
|
Q2 2017
|
472 |
649,539 |
QQQ, EFAV, IVV, AAPL
|
RESTATEMENT
|
9/20/2017 |
000121465917005681 |
|
Q1 2017
|
500 |
981,744 |
IWF, IWD, IWS, IWP
|
RESTATEMENT
|
9/20/2017 |
000121465917005680 |
|
Q4 2016
|
460 |
783,409 |
IWF, IWD, IWS, IWP
|
13F-HR
|
2/14/2017 |
000121465917001099 |