|
Q3 2024
|
586 |
944,174 |
IVV, NVDA, AAPL, AMZN
|
13F-HR
|
11/5/2024 |
000108514624005367 |
|
Q2 2024
|
572 |
908,743 |
IVV, NVDA, AAPL, MSFT
|
13F-HR
|
8/5/2024 |
000108514624003479 |
|
Q1 2024
|
472 |
825,871 |
IVV, AAPL, NVDA, AMZN
|
13F-HR
|
4/19/2024 |
000108514624001913 |
|
Q4 2023
|
572 |
841,914 |
IVV, AAPL, QQQ, AMZN
|
13F-HR
|
2/2/2024 |
000108514624000668 |
|
Q3 2023
|
551 |
716,952 |
IVV, AAPL, QQQ, AMZN
|
13F-HR
|
10/19/2023 |
000108514623003793 |
|
Q2 2023
|
580 |
780,434 |
IVV, AAPL, QQQ, AMZN
|
13F-HR
|
7/21/2023 |
000108514623002826 |
|
Q1 2023
|
605 |
733,596 |
IVV, AAPL, QQQ, AMZN
|
13F-HR
|
4/20/2023 |
000108514623001804 |
|
Q4 2022
|
577 |
684,168 |
IVV, AAPL, QQQ, DGRO
|
13F-HR
|
2/22/2023 |
000139834423004043 |
|
Q3 2022
|
587 |
680,853 |
IVV, AAPL, AMZN, QQQ
|
13F-HR
|
11/14/2022 |
000139834422021994 |
|
Q2 2022
|
637 |
757,768 |
IVV, AAPL, QQQ, AMZN
|
13F-HR
|
8/10/2022 |
000139834422015136 |
|
Q1 2022
|
762 |
973,521 |
IVV, AAPL, AMZN, DGRO
|
13F-HR
|
5/16/2022 |
000139834422009762 |
|
Q4 2021
|
728 |
1,035,107 |
IVV, AAPL, AMZN, MSFT
|
13F-HR
|
1/18/2022 |
000139834422000695 |
|
Q3 2021
|
721 |
920,108 |
SPY, AAPL, AMZN, MSFT
|
13F-HR
|
11/3/2021 |
000139834421020855 |
|
Q2 2021
|
722 |
878,513 |
SPY, AAPL, AMZN, MSFT
|
13F-HR
|
7/29/2021 |
000139834421015013 |
|
Q1 2021
|
657 |
769,477 |
SPY, AAPL, AMZN, MSFT
|
13F-HR
|
5/4/2021 |
000139834421009473 |
|
Q4 2020
|
646 |
694,803 |
AAPL, AMZN, SPY, DGRO
|
13F-HR
|
1/14/2021 |
000139834421000842 |
|
Q3 2020
|
549 |
561,943 |
AMZN, AAPL, SPY, DGRO
|
13F-HR
|
11/2/2020 |
000139834420021149 |
|
Q2 2020
|
510 |
513,669 |
AMZN, AAPL, DGRO, SPY
|
13F-HR
|
7/31/2020 |
000139834420014749 |
|
Q1 2020
|
478 |
432,980 |
AAPL, SPY, AMZN, DGRO
|
13F-HR
|
4/30/2020 |
000139834420008852 |
|
Q4 2019
|
502 |
559,425 |
SPY, AAPL, AMZN, DGRO
|
13F-HR
|
1/29/2020 |
000139834420001446 |
|
Q3 2019
|
551 |
487,389 |
SPY, AAPL, AMZN, DGRO
|
13F-HR
|
10/31/2019 |
000139834419018837 |
|
Q2 2019
|
502 |
437,487 |
AAPL, SPY, AMZN, DIA
|
13F-HR
|
8/14/2019 |
000139834419014263 |
|
Q1 2019
|
485 |
401,055 |
AAPL, SPY, AMZN, DIA
|
13F-HR
|
5/3/2019 |
000139834419007851 |
|
Q4 2018
|
434 |
341,985 |
SPY, AAPL, AMZN, DIA
|
13F-HR
|
2/6/2019 |
000139834419002134 |
|
Q3 2018
|
490 |
387,768 |
AAPL, SPY, AMZN, VTI
|
13F-HR
|
10/9/2018 |
000139834418014676 |
|
Q2 2018
|
433 |
358,015 |
AAPL, AMZN, SPY, RDVY
|
13F-HR
|
8/1/2018 |
000139834418011004 |
|
Q1 2018
|
493 |
398,561 |
AAPL, AMZN, SPY, DIA
|
13F-HR
|
5/15/2018 |
000139834418007618 |
|
Q4 2017
|
454 |
395,697 |
AAPL, SPY, FVD, AMZN
|
RESTATEMENT
|
5/15/2018 |
000139834418007616 |
|
Q3 2017
|
384 |
301,467 |
AAPL, SPY, FVD, AMZN
|
13F-HR
|
8/2/2018 |
000139834418011101 |
|
Q2 2017
|
405 |
316,894 |
SPY, AAPL, FVD, AMZN
|
13F-HR
|
8/30/2018 |
000139834418012869 |
|
Q1 2017
|
327 |
256,825 |
SPY, AAPL, FVD, AMZN
|
13F-HR
|
9/5/2018 |
000139834418013192 |
|
Q4 2016
|
294 |
210,164 |
SPY, AAPL, FVD, VCSH
|
13F-HR
|
9/10/2018 |
000139834418013400 |
|
Q3 2016
|
288 |
205,414 |
SPHD, AAPL, SPY, RYDEX ETF TRUST GUG S&P500 EWCON
|
13F-HR
|
9/25/2018 |
000139834418013862 |
|
Q2 2016
|
292 |
188,441 |
SPHD, AAPL, SPY, RYDEX ETF TRUST GUG S&P500 EWCON
|
13F-HR
|
10/1/2018 |
000139834418014237 |
|
Q1 2016
|
264 |
159,987 |
AAPL, SPY, SPHD, VCSH
|
13F-HR
|
10/12/2018 |
000139834418014863 |
|
Q4 2015
|
256 |
151,658 |
AAPL, SPY, VCSH, FPX
|
13F-HR
|
10/18/2018 |
000139834418015059 |
|
Q3 2015
|
240 |
143,320 |
AAPL, SPY, AKS, VCSH
|
13F-HR
|
10/29/2018 |
000139834418015466 |
|
Q2 2015
|
226 |
141,407 |
AAPL, SPY, VCSH, RSP.MX
|
13F-HR
|
11/6/2018 |
000139834418016011 |
|
Q1 2015
|
193 |
118,374 |
AAPL, SPY, VCSH, RSP.MX
|
13F-HR
|
11/13/2018 |
000139834418016380 |
|
Q4 2014
|
186 |
96,856 |
AAPL, SPY, TWITTER INC COM, RSP.MX
|
13F-HR
|
11/19/2018 |
000139834418016752 |
|
Q3 2014
|
132 |
67,981 |
AAPL, SPY, SJNK, VCSH
|
13F-HR
|
12/4/2018 |
000139834418017417 |
|
Q2 2014
|
123 |
68,934 |
SPY, AAPL, SJNK, VCSH
|
13F-HR
|
12/18/2018 |
000139834418018123 |
|
Q1 2014
|
87 |
29,240 |
AAPL, VIG, VCSH, DIA
|
13F-HR
|
1/28/2019 |
000139834419001095 |
|
Q4 2013
|
77 |
18,403 |
AAPL, DIA, PG, T
|
13F-HR
|
3/15/2019 |
000139834419004979 |
|
Q3 2013
|
73 |
19,451 |
DIA, AAPL, SLV, IWC
|
13F-HR
|
4/9/2019 |
000139834419006415 |
|
Q2 2013
|
62 |
16,976 |
DIA, AAPL, PG, T
|
13F-HR
|
5/7/2019 |
000139834419008073 |
|
Q1 2013
|
63 |
18,715 |
DIA, AAPL, GLD, PG
|
13F-HR
|
5/20/2019 |
000139834419009129 |
|
Q4 2012
|
55 |
16,256 |
DIA, GLD, TIP, BOND
|
13F-HR
|
5/22/2019 |
000139834419009324 |
|
Q3 2012
|
49 |
16,331 |
DIA, AAPL, GLD, TIP
|
13F-HR
|
5/23/2019 |
000139834419009381 |