|
Q3 2023
|
138 |
174,751 |
SPY, QQQ, NRK, MO
|
13F-HR
|
10/24/2023 |
000195175723000596 |
|
Q2 2023
|
141 |
187,421 |
SPY, QQQ, NRK, MO
|
13F-HR
|
7/17/2023 |
000195175723000363 |
|
Q1 2023
|
138 |
178,957 |
SPY, NRK, QQQ, EPRT
|
13F-HR
|
4/18/2023 |
000195175723000174 |
|
Q4 2022
|
132 |
162,729 |
SPY, NRK, QQQ, NAN
|
13F-HR
|
1/24/2023 |
000195175723000049 |
|
Q3 2022
|
135 |
157,607 |
SPY, QQQ, NRK, NAN
|
13F-HR
|
10/20/2022 |
000172984822000004 |
|
Q2 2022
|
129 |
169,301 |
SPY, NRK, QQQ, NAN
|
13F-HR
|
7/18/2022 |
000172984822000003 |
|
Q1 2022
|
129 |
201,856 |
SPY, NRK, QQQ, NAN
|
13F-HR
|
5/6/2022 |
000172984822000002 |
|
Q4 2021
|
131 |
212,978 |
SPY, NRK, QQQ, NAN
|
13F-HR
|
1/20/2022 |
000172984822000001 |
|
Q3 2021
|
125 |
197,778 |
SPY, NRK, QQQ, NAN
|
13F-HR
|
11/15/2021 |
000172984821000004 |
|
Q2 2021
|
163 |
306,728 |
AAPL, MSFT, GOOGL, AMZN
|
13F-HR
|
7/26/2021 |
000172984821000003 |
|
Q1 2021
|
110 |
172,139 |
SPY, NRK, NAN, QQQ
|
13F-HR
|
4/29/2021 |
000172984821000002 |
|
Q4 2020
|
92 |
151,759 |
SPY, NRK, NAN, QQQ
|
13F-HR
|
2/2/2021 |
000172984821000001 |
|
Q3 2020
|
90 |
133,160 |
SPY, NRK, NAN, VT
|
13F-HR
|
10/28/2020 |
000172984820000004 |
|
Q2 2020
|
86 |
116,792 |
NRK, SPY, NAN, VT
|
13F-HR
|
7/29/2020 |
000172984820000003 |
|
Q1 2020
|
85 |
110,087 |
NRK, SPY, NAN, VT
|
13F-HR
|
5/5/2020 |
000172984820000002 |
|
Q4 2019
|
104 |
214,978 |
NRK, VT, CIM, SPY
|
13F-HR
|
2/11/2020 |
000172984820000001 |
|
Q3 2019
|
99 |
194,409 |
NRK, SPY, CIM, UBS AG LONDON BRH
|
13F-HR
|
11/13/2019 |
000172984819000003 |
|
Q2 2019
|
94 |
190,364 |
NRK, UBS AG LONDON BRH, CIM, SPY
|
13F-HR
|
8/13/2019 |
000172984819000002 |
|
Q1 2019
|
92 |
190,788 |
NRK, UBS AG LONDON BRH, CIM, VT
|
13F-HR
|
5/15/2019 |
000176760219000004 |
|
Q4 2018
|
756 |
356,334 |
BRK-A, MTUM, VLUE, GNTX
|
13F-HR
|
2/14/2019 |
000172984819000001 |
|
Q3 2018
|
197 |
171,683 |
VT, NRK, SPY, CIM
|
13F-HR
|
11/23/2018 |
000172984818000005 |
|
Q2 2018
|
194 |
159,487 |
VT, NRK, SPY, CIM
|
13F-HR
|
8/13/2018 |
000172984818000004 |
|
Q1 2018
|
192 |
153,172 |
VT, NRK, SPY, CIM
|
13F-HR
|
5/11/2018 |
000172984818000003 |
|
Q4 2017
|
175 |
140,820 |
NRK, VT, SPY, CIM
|
13F-HR
|
5/8/2018 |
000172984818000002 |