|
Q1 2026
|
178 |
361,624 |
TFLO, INNOVATOR ETFS TRUST, CALY, VEA
|
13F-HR
|
4/9/2026 |
000173192726000002 |
|
Q4 2025
|
171 |
316,591 |
AAPL, VEA, TFLO, CALY
|
13F-HR
|
1/8/2026 |
000173192726000001 |
|
Q3 2025
|
140 |
282,259 |
TFLO, VEA, CALY, JMST
|
13F-HR
|
11/6/2025 |
000173192725000006 |
|
Q2 2025
|
129 |
252,279 |
TFLO, VEA, CALY, JMST
|
13F-HR
|
7/28/2025 |
000173192725000003 |
|
Q1 2025
|
128 |
243,804 |
USFR, VEA, TFLO, CALY
|
13F-HR
|
4/28/2025 |
000173192725000002 |
|
Q4 2024
|
128 |
247,840 |
USFR, TFLO, VEA, TOTL
|
13F-HR
|
1/13/2025 |
000173192725000001 |
|
Q3 2024
|
126 |
242,549 |
TFLO, VEA, TOTL, VGSH
|
13F-HR
|
10/11/2024 |
000173192724000005 |
|
Q2 2024
|
123 |
224,550 |
VGSH, TOTL, JPST, VEA
|
13F-HR
|
8/13/2024 |
000173192724000003 |
|
Q1 2024
|
122 |
233,664 |
CRBU, VGSH, JPST, TOTL
|
13F-HR
|
5/13/2024 |
000173192724000002 |
|
Q4 2023
|
104 |
142,561 |
CRBU, SUB, JMST, VGSH
|
13F-HR
|
1/30/2024 |
000173192724000001 |
|
Q3 2023
|
117 |
207,318 |
CRBU, JPST, TFLO, TOTL
|
13F-HR
|
11/15/2023 |
000173192723000004 |
|
Q2 2023
|
115 |
214,558 |
TFLO, JPST, CRBU, USFR
|
13F-HR
|
8/10/2023 |
000173192723000003 |
|
Q1 2023
|
119 |
211,679 |
TFLO, CRBU, JPST, USFR
|
13F-HR
|
4/28/2023 |
000173192723000002 |
|
Q4 2022
|
118 |
200,315 |
CRBU, TFLO, JPST, VEA
|
13F-HR
|
1/25/2023 |
000173192723000001 |
|
Q3 2022
|
114 |
200,405 |
CRBU, TFLO, JPST, AAPL
|
13F-HR
|
11/14/2022 |
000173192722000006 |
|
Q2 2022
|
111 |
175,938 |
JPST, TFLO, VEA, Apple Inc
|
13F-HR
|
7/11/2022 |
000173192722000005 |
|
Q1 2022
|
113 |
195,162 |
JPST, Apple Inc, TFLO, VEA
|
13F-HR
|
5/16/2022 |
000173192722000004 |
|
Q4 2021
|
376 |
209,698 |
JPST, NTLA, Apple Inc, MINT
|
13F-HR
|
2/8/2022 |
000173192722000001 |
|
Q2 2021
|
329 |
189,761 |
NTLA, JPST, TFLO, VGSH
|
13F-HR
|
8/13/2021 |
000173192721000002 |
|
Q1 2021
|
320 |
163,916 |
JPST, VGSH, TFLO, NTLA
|
13F-HR
|
5/13/2021 |
000173192721000001 |
|
Q3 2020
|
279 |
123,304 |
TFLO, VGSH, JPST, MINT
|
13F-HR
|
11/12/2020 |
000173192720000004 |
|
Q2 2020
|
279 |
123,304 |
TFLO, VGSH, JPST, MINT
|
13F-HR
|
8/13/2020 |
000173192720000003 |
|
Q1 2020
|
304 |
104,573 |
MINT, EDIT, VEU, SCHX
|
13F-HR
|
5/12/2020 |
000173192720000002 |
|
Q4 2019
|
86 |
114,792 |
TFLO, VGSH, MINT, JPST
|
13F-HR
|
2/5/2020 |
000173192720000001 |
|
Q3 2019
|
270 |
98,894 |
TFLO, MINT, VEU, SCHX
|
13F-HR
|
11/13/2019 |
000173192719000006 |
|
Q2 2019
|
295 |
113,114 |
TFLO, MINT, VGSH, JPST
|
13F-HR
|
8/7/2019 |
000173192719000003 |
|
Q1 2019
|
291 |
108,204 |
TFLO, MINT, VGSH, JPST
|
13F-HR
|
5/22/2019 |
000173192719000002 |
|
Q4 2018
|
306 |
103,529 |
MINT, VGSH, TFLO, SHOP
|
13F-HR
|
2/14/2019 |
000173192719000001 |
|
Q3 2018
|
292 |
120,495 |
MINT, SHOP, AAPL, VEU
|
13F-HR
|
10/11/2018 |
000173192718000006 |
|
Q2 2018
|
296 |
109,943 |
MINT, EDIT, VEU, SCHX
|
13F-HR
|
8/22/2018 |
000173192718000004 |
|
Q1 2018
|
304 |
104,573 |
MINT, EDIT, VEU, SCHX
|
13F-HR
|
5/10/2018 |
000173192718000002 |