|
Q3 2024
|
295 |
1,284,491 |
EA SERIES TRUST, VOO, VEA, ABBV
|
13F-HR
|
11/14/2024 |
000117266124004969 |
|
Q2 2024
|
276 |
1,090,799 |
EA SERIES TRUST, VOO, VEA, VTV
|
13F-HR
|
8/15/2024 |
000117266124003589 |
|
Q1 2024
|
284 |
1,165,786 |
EA SERIES TRUST, VOO, VEA, VTV
|
13F-HR
|
5/14/2024 |
000175141224000002 |
|
Q4 2023
|
288 |
1,190,183 |
EA SERIES TRUST, VOO, VEA, VTV
|
13F-HR
|
2/9/2024 |
000195175724000235 |
|
Q3 2023
|
295 |
1,157,861 |
EA SERIES TRUST, VOO, VEA, VTV
|
13F-HR
|
11/8/2023 |
000195175723000691 |
|
Q2 2023
|
341 |
1,231,519 |
VOO, VTV, VEA, ABBV
|
13F-HR
|
8/8/2023 |
000195175723000489 |
|
Q1 2023
|
341 |
1,084,334 |
VOO, VEA, ABBV, ABT
|
13F-HR
|
5/10/2023 |
000195175723000278 |
|
Q4 2022
|
342 |
1,157,393 |
VOO, ABT, VEA, VWO
|
13F-HR
|
2/3/2023 |
000195175723000104 |
|
Q3 2022
|
324 |
1,007,427 |
VOO, VWO, VTV, ABT
|
13F-HR
|
10/28/2022 |
000175141222000007 |
|
Q2 2022
|
334 |
995,519 |
VOO, VTV, VBR, MSFT
|
13F-HR
|
7/26/2022 |
000175141222000006 |
|
Q1 2022
|
342 |
1,139,992 |
VOO, VTV, MSFT, AAPL
|
13F-HR
|
5/9/2022 |
000175141222000005 |
|
Q4 2021
|
364 |
1,353,752 |
VOO, VEA, MSFT, XLK
|
13F-HR
|
1/25/2022 |
000175141222000002 |
|
Q3 2021
|
347 |
1,213,153 |
VOO, MSFT, XLK, AAPL
|
13F-HR
|
11/3/2021 |
000175141221000007 |
|
Q2 2021
|
348 |
1,213,864 |
VOO, MSFT, XLK, AAPL
|
RESTATEMENT
|
7/29/2021 |
000175141221000005 |
|
Q1 2021
|
333 |
1,085,638 |
VOO, MSFT, XLK, VEA
|
13F-HR
|
5/10/2021 |
000175141221000003 |
|
Q4 2020
|
349 |
1,158,664 |
VOO, TSLA puts, MSFT, XLK
|
13F-HR
|
2/10/2021 |
000175141221000002 |
|
Q3 2020
|
325 |
920,870 |
VOO, MSFT, XLK, AAPL
|
13F-HR
|
11/12/2020 |
000175141220000006 |
|
Q2 2020
|
281 |
851,400 |
VOO, MSFT, VEA, AAPL
|
13F-HR
|
8/4/2020 |
000175141220000005 |
|
Q1 2020
|
248 |
755,114 |
VOO, SPY, VEA, XLK
|
13F-HR
|
4/29/2020 |
000175141220000003 |
|
Q4 2019
|
272 |
1,057,024 |
VOO, XLK, VEA, SPY
|
13F-HR
|
2/6/2020 |
000175141220000002 |
|
Q3 2019
|
251 |
969,208 |
VOO, XLK, VEA, SPY
|
13F-HR
|
10/25/2019 |
000175141219000006 |
|
Q2 2019
|
214 |
740,577 |
VOO, VEA, XLK, IWB
|
13F-HR
|
8/8/2019 |
000175141219000005 |
|
Q1 2019
|
218 |
741,046 |
VOO, VEA, XLK, IWB
|
NEW HOLDINGS
|
6/21/2019 |
000175141219000004 |
|
Q1 2019
|
184 |
676,255 |
VOO, VEA, XLK, IWB
|
13F-HR
|
5/14/2019 |
000175141219000003 |
|
Q4 2018
|
301 |
1,375,648 |
VTI, ABBV, XLK, ABT
|
13F-HR
|
2/13/2019 |
000175141219000002 |