|
Q2 2023
|
304 |
418,865 |
SPY, QQQ, AAPL, BRK-B
|
13F-HR
|
7/21/2023 |
000108514623002818 |
|
Q1 2023
|
304 |
391,279 |
SPY, QQQ, BRK-B, AAPL
|
13F-HR
|
5/3/2023 |
000108514623002038 |
|
Q4 2022
|
264 |
336,224 |
SPY, QQQ, BRK-B, DIA
|
13F-HR
|
2/13/2023 |
000108514623001117 |
|
Q3 2022
|
265 |
318,716 |
SPY, QQQ, DIA, BRK-B
|
13F-HR
|
11/10/2022 |
000108514622003903 |
|
Q2 2022
|
274 |
369,012 |
SPY, QQQ, DIA, BRK-B
|
13F-HR
|
8/5/2022 |
000108514622002845 |
|
Q1 2022
|
280 |
439,335 |
SPY, QQQ, DIA, ACWI
|
13F-HR
|
5/9/2022 |
000108514622001811 |
|
Q4 2021
|
287 |
474,494 |
SPY, QQQ, NFLX, ACWI
|
13F-HR
|
2/7/2022 |
000108514622000594 |
|
Q3 2021
|
281 |
428,865 |
SPY, QQQ, NFLX, ACWI
|
13F-HR
|
11/12/2021 |
000108514621003127 |
|
Q2 2021
|
285 |
504,763 |
SPY, QQQ, NFLX, DIA
|
13F-HR
|
8/5/2021 |
000108514621002241 |
|
Q1 2021
|
273 |
459,325 |
QQQ, NFLX, SPY, DIA
|
13F-HR
|
5/14/2021 |
000108514621001686 |
|
Q4 2020
|
253 |
416,096 |
NFLX, QQQ, SPY, ACWI
|
13F-HR
|
2/19/2021 |
000108514621001042 |
|
Q3 2020
|
205 |
341,597 |
NFLX, SPY, QQQ, ACWI
|
RESTATEMENT
|
3/10/2021 |
000108514621001075 |
|
Q2 2020
|
181 |
307,582 |
NFLX, SPY, QQQ, ACWI
|
RESTATEMENT
|
3/10/2021 |
000108514621001074 |
|
Q1 2020
|
155 |
189,252 |
SPY, ACWI, QQQ, IWF
|
RESTATEMENT
|
3/10/2021 |
000108514621001073 |
|
Q4 2019
|
362 |
119,972 |
SPY, QQQ, ACWI, EWJ
|
13F-HR
|
2/7/2020 |
000170969820000002 |
|
Q3 2019
|
442 |
162,638 |
SPY, QQQ, ACWI, EWJ
|
13F-HR
|
10/9/2019 |
000170969819000006 |
|
Q2 2019
|
420 |
193,638 |
SPY, QQQ, DIA, ACWI
|
13F-HR
|
8/2/2019 |
000170969819000005 |
|
Q1 2019
|
447 |
201,672 |
SPY, QQQ, DIA, ACWI
|
13F-HR
|
5/8/2019 |
000170969819000004 |
|
Q4 2018
|
465 |
179,141 |
SPY, QQQ, DIA, ACWI
|
13F-HR
|
1/31/2019 |
000170969819000001 |
|
Q3 2018
|
142 |
199,532 |
SPY, QQQ, DIA, HEDJ
|
13F-HR
|
10/17/2018 |
000170969818000015 |
|
Q2 2018
|
132 |
179,940 |
SPY, QQQ, DIA, HEDJ
|
13F-HR
|
7/30/2018 |
000170969818000014 |
|
Q1 2018
|
135 |
172,634 |
SPY, QQQ, DXJ, HEDJ
|
13F-HR
|
5/2/2018 |
000170969818000013 |
|
Q4 2017
|
150 |
178,425 |
SPY, QQQ, DXJ, DIA
|
13F-HR
|
2/20/2018 |
000170969818000004 |
|
Q3 2017
|
134 |
163,798 |
SPY, QQQ, DXJ, HEDJ
|
13F-HR
|
11/13/2017 |
000170969817000002 |
|
Q2 2017
|
126 |
155,620 |
SPY, QQQ, DXJ, DIA
|
13F-HR
|
8/9/2017 |
000170969817000001 |
|
Q1 2017
|
155 |
166,742 |
SPY, QQQ, DIA, VIRTUS KAR SMALL- CAP VALUE FU
|
13F-HR
|
3/9/2018 |
000170969818000007 |
|
Q4 2016
|
139 |
154,969 |
SPY, QQQ, DIA, VIRTUS KAR SMALL- CAP VALUE FU
|
13F-HR
|
3/9/2018 |
000170969818000008 |
|
Q3 2016
|
119 |
140,294 |
SPY, DIA, QQQ, MFS MERIDIAN U.S. VALUE FUND C
|
13F-HR
|
3/12/2018 |
000170969818000012 |
|
Q2 2016
|
121 |
135,689 |
SPY, DIA, QQQ, MFS MERIDIAN U.S. VALUE FUND C
|
13F-HR
|
3/9/2018 |
000170969818000009 |
|
Q1 2016
|
125 |
132,804 |
SPY, DIA, QQQ, MFS MERIDIAN U.S. VALUE FUND C
|
13F-HR
|
3/9/2018 |
000170969818000010 |
|
Q4 2015
|
130 |
145,629 |
SPY, QQQ, HEDJ, DIA
|
13F-HR
|
3/9/2018 |
000170969818000011 |