|
Q1 2025
|
172 |
104,905 |
AAPL, SPY, MSFT, BRK-B
|
13F-HR
|
5/9/2025 |
000170565525000002 |
|
Q4 2024
|
169 |
109,969 |
AAPL, SPY, MSFT, AMZN
|
13F-HR
|
1/28/2025 |
000170565525000001 |
|
Q3 2024
|
172 |
109,193 |
AAPL, SPY, MSFT, AMZN
|
13F-HR
|
11/6/2024 |
000170565524000004 |
|
Q2 2024
|
175 |
98,564 |
AAPL, SPY, GOOGL, MSFT
|
13F-HR
|
8/13/2024 |
000170565524000003 |
|
Q1 2024
|
174 |
100,361 |
SPY, AAPL, MSFT, URI
|
13F-HR
|
5/1/2024 |
000170565524000002 |
|
Q4 2023
|
184 |
102,855 |
AAPL, SPY, MSFT, AMZN
|
13F-HR
|
1/26/2024 |
000170565524000001 |
|
Q3 2023
|
165 |
88,045 |
AAPL, SPY, MSFT, GOOGL
|
13F-HR
|
11/16/2023 |
000170565523000004 |
|
Q2 2023
|
195 |
127,176 |
AAPL, SPY, GOOGL, MSFT
|
13F-HR
|
7/24/2023 |
000170565523000003 |
|
Q1 2023
|
200 |
132,610 |
AAPL, SPY, GOOGL, URI
|
13F-HR
|
4/19/2023 |
000170565523000002 |
|
Q4 2022
|
207 |
133,395 |
AAPL, SPY, REDWOOD TRUST INC, MSFT
|
13F-HR
|
1/19/2023 |
000170565523000001 |
|
Q3 2022
|
219 |
125,918 |
AAPL, SPY, REDWOOD TRUST INC, MSFT
|
13F-HR
|
10/11/2022 |
000170565522000004 |
|
Q2 2022
|
229 |
134,747 |
AAPL, SPY, REDWOOD TRUST INC, GOOGL
|
13F-HR
|
8/5/2022 |
000170565522000003 |
|
Q1 2022
|
275 |
168,360 |
AAPL, SPY, GOOGL, MSFT
|
13F-HR
|
4/13/2022 |
000170565522000002 |
|
Q4 2021
|
276 |
184,224 |
AAPL, SPY, REDWOOD TR INC, GNRC
|
13F-HR
|
1/10/2022 |
000170565522000001 |
|
Q3 2021
|
253 |
170,886 |
AAPL, SPY, REDWOOD TR INC, GNRC
|
13F-HR
|
10/19/2021 |
000170565521000005 |
|
Q2 2021
|
251 |
171,190 |
AAPL, SPY, GNRC, REDWOOD TR INC
|
13F-HR
|
7/27/2021 |
000170565521000003 |
|
Q1 2021
|
216 |
155,961 |
AAPL, SPY, REDWOOD TR INC, GNRC
|
13F-HR
|
4/26/2021 |
000170565521000002 |
|
Q4 2020
|
197 |
137,790 |
AAPL, SPY, REDWOOD TR INC, GNRC
|
13F-HR
|
2/8/2021 |
000170565521000001 |
|
Q3 2020
|
164 |
124,340 |
AAPL, SPY, REDWOOD TR INC, GNRC
|
13F-HR
|
11/5/2020 |
000170565520000006 |
|
Q2 2020
|
146 |
109,851 |
AAPL, SPY, REDWOOD TR INC, BMY
|
13F-HR
|
8/10/2020 |
000170565520000005 |
|
Q1 2020
|
130 |
84,539 |
SPY, AAPL, BMY, MSFT
|
13F-HR
|
5/4/2020 |
000170565520000003 |
|
Q4 2019
|
167 |
123,762 |
SPY, AAPL, XOM, BMY
|
13F-HR
|
1/31/2020 |
000170565520000002 |
|
Q3 2019
|
164 |
114,408 |
SPY, AAPL, CELG, T
|
13F-HR
|
11/8/2019 |
000170565519000008 |
|
Q2 2019
|
166 |
110,531 |
SPY, CELG, AAPL, MSFT
|
13F-HR
|
7/31/2019 |
000170565519000006 |
|
Q1 2019
|
172 |
107,736 |
SPY, CELG, AAPL, T
|
13F-HR
|
5/6/2019 |
000170565519000004 |
|
Q4 2018
|
150 |
93,388 |
SPY, CELG, AAPL, MSFT
|
13F-HR
|
2/8/2019 |
000170565519000002 |
|
Q3 2018
|
178 |
121,436 |
SPY, AAPL, CELG, MSFT
|
13F-HR
|
10/23/2018 |
000170565518000007 |
|
Q2 2018
|
178 |
115,023 |
SPY, AAPL, CELG, MSFT
|
13F-HR
|
7/18/2018 |
000170565518000006 |
|
Q1 2018
|
185 |
116,287 |
SPY, CELG, AAPL, MSFT
|
13F-HR
|
5/7/2018 |
000170565518000004 |
|
Q4 2017
|
179 |
115,427 |
SPY, AAPL, CELG, CVX
|
13F-HR
|
2/14/2018 |
000170565518000003 |