|
Q3 2024
|
494 |
1,568,614 |
RBB FD INC, SGLC, DYTA, AGG
|
13F-HR
|
10/31/2024 |
000169795324000005 |
|
Q2 2024
|
488 |
1,482,164 |
RBB FD INC S, SGLC, DYTA, AGG
|
13F-HR
|
7/22/2024 |
000169795324000004 |
|
Q1 2024
|
492 |
1,344,879 |
RBB FD INC, SGLC, DYTA, AGG
|
13F-HR
|
4/29/2024 |
000169795324000003 |
|
Q4 2023
|
502 |
1,527,412 |
RBB FD INC, AGG, MSFT, PULS
|
13F-HR
|
2/6/2024 |
000169795324000002 |
|
Q3 2023
|
501 |
1,501,603 |
RBB FD INC S, AGG, PULS, MSFT
|
13F-HR
|
10/16/2023 |
000169795323000008 |
|
Q2 2023
|
517 |
1,510,629 |
RBB FD INC, AGG, PULS, MSFT
|
13F-HR
|
7/18/2023 |
000169795323000007 |
|
Q1 2023
|
495 |
1,292,800 |
AGG, PULS, VOO, MSFT
|
13F-HR
|
5/4/2023 |
000169795323000006 |
|
Q4 2022
|
454 |
1,184,895 |
AGG, VOO, PULS, MRK
|
13F-HR
|
1/31/2023 |
000169795323000001 |
|
Q3 2022
|
454 |
1,081,375 |
VOO, PULS, AAPL, MSFT
|
13F-HR
|
11/14/2022 |
000169795322000009 |
|
Q2 2022
|
451 |
1,135,213 |
VOO, MSFT, VRTX, AAPL
|
13F-HR
|
8/23/2022 |
000169795322000008 |
|
Q1 2022
|
463 |
1,356,838 |
AGG, AAPL, MSFT, WMT
|
13F-HR
|
4/28/2022 |
000169795322000007 |
|
Q4 2021
|
535 |
1,557,967 |
AGG, MSFT, AAPL, AMZN
|
13F-HR
|
2/14/2022 |
000169795322000003 |
|
Q3 2021
|
463 |
1,334,139 |
AGG, MSFT, AMZN, INTU
|
13F-HR
|
11/8/2021 |
000169795321000013 |
|
Q2 2021
|
558 |
1,670,839 |
QQQ, AGG, AMZN, MSFT
|
13F-HR
|
1/27/2022 |
000169795322000002 |
|
Q1 2021
|
554 |
1,560,520 |
QQQ, TLT, AGG, AMZN
|
13F-HR
|
1/26/2022 |
000169795322000001 |
|
Q4 2020
|
255 |
1,000,611 |
AMZN, WMT, INTU, TTWO
|
13F-HR
|
2/11/2021 |
000169795321000001 |
|
Q3 2020
|
248 |
967,768 |
QQQ, AMZN, WMT, INTU
|
13F-HR
|
11/16/2020 |
000169795320000005 |
|
Q2 2020
|
234 |
866,752 |
AMZN, INTU, MSFT, WMT
|
13F-HR
|
8/11/2020 |
000169795320000004 |
|
Q1 2020
|
215 |
685,979 |
WMT, AMZN, VZ, CLX
|
13F-HR
|
5/14/2020 |
000169795320000003 |
|
Q4 2019
|
265 |
922,325 |
WMT, SPGI, NVR, VZ
|
13F-HR
|
2/13/2020 |
000169795320000001 |
|
Q3 2019
|
269 |
860,466 |
WMT, HSY, VZ, NVR
|
13F-HR
|
11/8/2019 |
000169795319000004 |
|
Q2 2019
|
281 |
795,095 |
WMT, SPGI, NVR, BMY
|
13F-HR
|
8/16/2019 |
000169795319000003 |
|
Q1 2019
|
277 |
783,490 |
SPGI, WMT, NVR, RHI
|
13F-HR
|
5/14/2019 |
000169795319000002 |
|
Q4 2018
|
251 |
645,590 |
WMT, SPGI, LLY, RHI
|
13F-HR
|
2/8/2019 |
000169795319000001 |
|
Q3 2018
|
254 |
744,613 |
WMT, INTU, SPGI, RHI
|
13F-HR
|
11/15/2018 |
000169795318000004 |
|
Q2 2018
|
253 |
663,148 |
WMT, SPGI, INTU, RHI
|
13F-HR
|
8/10/2018 |
000169795318000003 |
|
Q1 2018
|
264 |
628,502 |
WMT, INTU, TJX, SPGI
|
13F-HR
|
5/3/2018 |
000169795318000002 |
|
Q4 2017
|
253 |
645,800 |
WMT, PGR, ACN, HD
|
13F-HR
|
2/14/2018 |
000169795318000001 |
|
Q3 2017
|
230 |
639,503 |
PGR, WMT, MMC, PFE
|
13F-HR
|
11/14/2017 |
000169795317000006 |
|
Q2 2017
|
235 |
334,128 |
WMT, CB, PGR, PFE
|
13F-HR
|
8/10/2017 |
000169795317000005 |
|
Q1 2017
|
232 |
307,177 |
WMT, AAPL, JNJ, CHRW
|
13F-HR
|
5/17/2017 |
000169795317000004 |
|
Q4 2016
|
209 |
275,270 |
T, CHRW, VZ, SYY
|
13F-HR
|
2/15/2017 |
000169795317000001 |