|
Q3 2024
|
139 |
245,092 |
IVV, GBDC, QQQ, META
|
13F-HR
|
11/7/2024 |
000143774924033793 |
|
Q2 2024
|
139 |
238,969 |
IVV, GBDC, QQQ, IWF
|
13F-HR
|
8/20/2024 |
000143774924027302 |
|
Q1 2024
|
145 |
247,686 |
IVV, ORCC, QQQ, META
|
13F-HR
|
5/14/2024 |
000143774924016529 |
|
Q4 2023
|
125 |
234,932 |
ORCC, IVV, AMZN, QQQ
|
13F-HR
|
1/19/2024 |
000143774924001683 |
|
Q3 2023
|
115 |
223,194 |
ORCC, IVV, AMZN, GBDC
|
13F-HR
|
10/18/2023 |
000143774923028509 |
|
Q2 2023
|
118 |
216,035 |
ORCC, IVV, GBDC, AMZN
|
13F-HR
|
7/27/2023 |
000143774923020859 |
|
Q1 2023
|
127 |
207,203 |
ORCC, IVV, GBDC, AMZN
|
13F-HR
|
4/28/2023 |
000143774923011567 |
|
Q4 2022
|
125 |
185,488 |
ORCC, IVV, GBDC, XLF
|
13F-HR
|
1/12/2023 |
000143774923000949 |
|
Q3 2022
|
112 |
132,340 |
IVV, QQQ, XLF, XLV
|
13F-HR
|
10/14/2022 |
000143774922024166 |
|
Q2 2022
|
116 |
137,620 |
IVV, QQQ, XLF, XLV
|
13F-HR
|
7/19/2022 |
000143774922017375 |
|
Q1 2022
|
117 |
148,147 |
IVV, QQQ, XLF, AAPL
|
13F-HR
|
5/2/2022 |
000143774922010360 |
|
Q4 2021
|
109 |
147,963 |
IVV, QQQ, XLF, GMED
|
13F-HR
|
1/14/2022 |
000143774922000916 |
|
Q3 2021
|
103 |
137,718 |
IVV, QQQ, XLF, AAPL
|
13F-HR
|
10/19/2021 |
000143774921023880 |
|
Q2 2021
|
108 |
156,985 |
IVV, QQQ, GMED, XLF
|
13F-HR
|
10/19/2021 |
000143774921023885 |
|
Q1 2021
|
116 |
153,717 |
IVV, QQQ, GMED, PPR
|
13F-HR
|
4/30/2021 |
000175276221000001 |
|
Q4 2020
|
111 |
142,153 |
IVV, GMED, QQQ, JPST
|
13F-HR
|
1/27/2021 |
000148261121000001 |
|
Q3 2020
|
98 |
150,211 |
JPST, IVV, PPR, PUT SPDR S&P 500 212 EXP 01/15/21
|
13F-HR
|
11/5/2020 |
000175276220000006 |
|
Q2 2020
|
94 |
141,707 |
JPST, IVV, SH, SPDR S&P 500 puts
|
13F-HR
|
7/31/2020 |
000175276220000005 |
|
Q1 2020
|
111 |
124,581 |
JPST, SPDR S&P 500 puts, IVV, SH
|
RESTATEMENT
|
4/24/2020 |
000175276220000004 |
|
Q4 2019
|
92 |
139,842 |
IVV, PPR, JPST, SCHA
|
13F-HR
|
2/12/2020 |
000143774920002396 |
|
Q3 2019
|
257 |
149,175 |
SCHX, IVV, JPST, SCHA
|
13F-HR
|
11/12/2019 |
000143774919022246 |
|
Q2 2019
|
882 |
149,215 |
SCHX, JPST, IVV, SCHA
|
13F-HR
|
8/2/2019 |
000143774919015256 |
|
Q1 2019
|
253 |
118,289 |
SCHX, SCHA, JPST, PPR
|
RESTATEMENT
|
5/6/2019 |
000175276219000003 |
|
Q4 2018
|
240 |
114,007 |
JPST, SCHX, SCHA, PPR
|
13F-HR
|
2/12/2019 |
000175276219000001 |