|
Q1 2025
|
176 |
147,747 |
MBSF, AAPL, BMY, AMGN
|
13F-HR
|
4/21/2025 |
000173708825000005 |
|
Q4 2024
|
581 |
185,735 |
MBSF, AAPL, SPY, GLD
|
RESTATEMENT
|
1/21/2025 |
000173708825000002 |
|
Q3 2024
|
543 |
173,408 |
MBSF, AAPL, AMGN, SPY
|
RESTATEMENT
|
10/21/2024 |
000173708824000007 |
|
Q2 2024
|
917 |
175,929 |
VALUED ADVISERS TR, BOXX, AAPL, SPY
|
13F-HR
|
7/31/2024 |
000173708824000005 |
|
Q1 2024
|
899 |
179,107 |
VALUED ADVISERS TR, BOXX, AMZN, SPY
|
13F-HR
|
5/9/2024 |
000173708824000003 |
|
Q4 2023
|
863 |
142,752 |
XVOL, IHDG, SPY, AMZN
|
13F-HR
|
2/5/2024 |
000173708824000002 |
|
Q3 2023
|
671 |
108,221 |
XVOL, IHDG, SPY, JPST
|
13F-HR
|
10/26/2023 |
000173708823000007 |
|
Q2 2023
|
687 |
110,997 |
COINBASE GLOBAL INC, XVOL, SPY, JPST
|
13F-HR
|
8/14/2023 |
000173708823000005 |
|
Q1 2023
|
670 |
112,841 |
XVOL, SPY, IHDG, JPST
|
13F-HR
|
5/15/2023 |
000173708823000004 |
|
Q4 2022
|
630 |
102,696 |
XVOL, SPY, IHDG, JPST
|
13F-HR
|
2/1/2023 |
000173708823000002 |
|
Q3 2022
|
639 |
104,672 |
XVOL, SPY, IHDG, VALUED ADVISERS TR
|
13F-HR
|
11/10/2022 |
000173708822000017 |
|
Q2 2022
|
762 |
125,732 |
MMM, SBAC, XSOE, JCPB
|
RESTATEMENT
|
8/17/2022 |
000173708822000012 |
|
Q1 2022
|
749 |
160,761 |
LMT, SPY, XVOL, IHDG
|
13F-HR
|
5/16/2022 |
000173708822000005 |
|
Q4 2021
|
1,024 |
12,518,757 |
92699I103, 4BW997103, 80599D100, 92699F109
|
13F-HR
|
2/16/2022 |
000173708822000002 |
|
Q2 2021
|
923 |
228,199 |
SPY, LMT, BRK-A, BRK-B
|
13F-HR
|
8/16/2021 |
000173708821000004 |
|
Q1 2018
|
116 |
120,989 |
VOO, IXUS, SCHA, SCHF
|
13F-HR
|
5/7/2018 |
000158064218002489 |