|
Q3 2024
|
768 |
1,769,558 |
AAPL, NVDA, SPY, MSFT
|
13F-HR
|
10/25/2024 |
000173029324000005 |
|
Q2 2024
|
741 |
1,612,395 |
AAPL, NVDA, SPY, MSFT
|
13F-HR
|
7/29/2024 |
000173029324000003 |
|
Q1 2024
|
773 |
1,727,287 |
SPY, AAPL, MSFT, NVDA
|
13F-HR
|
5/1/2024 |
000173029324000002 |
|
Q4 2023
|
732 |
1,529,437 |
AAPL, MSFT, SPY, VUG
|
13F-HR
|
2/8/2024 |
000173029324000001 |
|
Q3 2023
|
696 |
1,389,066 |
AAPL, MSFT, SPY puts, NVDA
|
13F-HR
|
10/27/2023 |
000173029323000005 |
|
Q2 2023
|
694 |
1,401,712 |
AAPL, MSFT, SPY puts, FVD
|
13F-HR
|
8/7/2023 |
000173029323000004 |
|
Q1 2023
|
744 |
1,391,357 |
AAPL, MSFT, SPY puts, FVD
|
13F-HR
|
5/11/2023 |
000173029323000002 |
|
Q4 2022
|
753 |
1,341,589 |
AAPL, SPY, MSFT, FVD
|
13F-HR
|
2/14/2023 |
000173029323000001 |
|
Q3 2022
|
748 |
1,211,905 |
AAPL, SPY calls, MSFT, FVD
|
13F-HR
|
11/14/2022 |
000173029322000004 |
|
Q2 2022
|
684 |
1,231,856 |
AAPL, MSFT, SPY, GLD
|
13F-HR
|
8/11/2022 |
000173029322000003 |
|
Q1 2022
|
728 |
1,517,658 |
AAPL, SPY, MSFT, GLD
|
13F-HR
|
5/10/2022 |
000173029322000002 |
|
Q4 2021
|
765 |
1,587,572 |
AAPL puts, MSFT, SPY puts, QQQ puts
|
13F-HR
|
2/14/2022 |
000173029322000001 |
|
Q3 2021
|
739 |
1,480,616 |
AAPL, MSFT, SPY puts, QQQ
|
13F-HR
|
11/3/2021 |
000173029321000004 |
|
Q2 2021
|
732 |
1,496,897 |
AAPL, MSFT, SPY calls, SPLG
|
13F-HR
|
8/3/2021 |
000173029321000003 |
|
Q1 2021
|
746 |
1,410,592 |
AAPL, MSFT, SPY calls, SPLG
|
13F-HR
|
5/10/2021 |
000173029321000002 |
|
Q4 2020
|
714 |
1,462,527 |
AAPL, SPY puts, SPLG, MSFT
|
13F-HR
|
2/12/2021 |
000173029321000001 |
|
Q3 2020
|
626 |
1,171,665 |
AAPL, SPY, MSFT, SPLG
|
13F-HR
|
11/4/2020 |
000173029320000004 |
|
Q2 2020
|
607 |
1,055,123 |
AAPL, SPY, MSFT, VGSH
|
13F-HR
|
8/14/2020 |
000173029320000003 |
|
Q1 2020
|
477 |
700,918 |
AAPL, MSFT, SCHO, SPY
|
13F-HR
|
4/29/2020 |
000173029320000002 |
|
Q4 2019
|
510 |
939,161 |
IVV, VTI, AAPL, SPY puts
|
13F-HR
|
2/13/2020 |
000173029320000001 |
|
Q3 2019
|
482 |
875,676 |
IVV, VTI, QQQ, AAPL
|
13F-HR
|
11/13/2019 |
000173029319000008 |
|
Q2 2019
|
467 |
862,592 |
IVV, VTI, QQQ, SPY
|
13F-HR
|
8/8/2019 |
000173029319000007 |
|
Q1 2019
|
457 |
804,023 |
IVV, QQQ, SPY, VLUE
|
13F-HR
|
5/16/2019 |
000173029319000004 |
|
Q4 2018
|
420 |
732,699 |
IVV, SPY, QQQ, BND
|
RESTATEMENT
|
5/9/2019 |
000173029319000003 |
|
Q3 2018
|
502 |
895,594 |
QQQ, IVV, VTI, SPY
|
RESTATEMENT
|
7/11/2019 |
000173029319000006 |
|
Q2 2018
|
486 |
825,514 |
QQQ, VTI, SPY, AAPL
|
13F-HR
|
8/9/2018 |
000173029318000003 |
|
Q1 2018
|
483 |
768,958 |
QQQ, VTI, SPY, BND
|
13F-HR
|
5/11/2018 |
000173029318000002 |
|
Q4 2017
|
515 |
732,698 |
QQQ, VTI, SPY, BND
|
13F-HR
|
2/15/2018 |
000173029318000001 |