|
Q2 2025
|
278 |
1,884,677 |
SPY, IVV, SHDG, QQQ
|
13F-HR
|
7/22/2025 |
000121465925010725 |
|
Q1 2025
|
278 |
1,676,960 |
SPY, IVV, SHDG, QQQ
|
13F-HR
|
5/14/2025 |
000121465925007612 |
|
Q4 2024
|
259 |
1,647,709 |
SPY, IVV, SHDG, QQQ
|
13F-HR
|
1/22/2025 |
000121465925001098 |
|
Q3 2024
|
236 |
1,516,741 |
SPY, IVV, SHDG, QQQ
|
13F-HR
|
10/15/2024 |
000121465924017508 |
|
Q2 2024
|
227 |
1,399,803 |
SPY, IVV, SHDG, QQQ
|
13F-HR
|
8/5/2024 |
000121465924013833 |
|
Q1 2024
|
226 |
1,318,722 |
SPY, IVV, SHDG, QQQ
|
13F-HR
|
4/19/2024 |
000121465924007149 |
|
Q4 2023
|
270 |
1,391,824 |
SPY, IVV, ADVISOR MANAGED PORTFOLIOS, QQQ
|
13F-HR
|
2/8/2024 |
000121465924002139 |
|
Q3 2023
|
212 |
997,546 |
SPY, IVV, QQQ, MOAT
|
13F-HR
|
10/24/2023 |
000121465923013848 |
|
Q2 2023
|
221 |
1,129,529 |
SPY, IVV, TRUST FOR ADVISED PORTFOLIOS, QQQ
|
13F-HR
|
8/14/2023 |
000121465923011178 |
|
Q1 2023
|
211 |
1,019,341 |
SPY, IVV, TRUST FOR ADVISED PORTFOLIOS, QQQ
|
13F-HR
|
5/17/2023 |
000121465923007385 |
|
Q4 2022
|
205 |
963,756 |
SPY, IVV, TRUST FOR ADVISED PORTFOLIOS, QQQ
|
13F-HR
|
2/14/2023 |
000121465923002262 |
|
Q3 2022
|
195 |
804,783 |
SPY, IVV, QQQ, AAPL
|
13F-HR
|
11/14/2022 |
000121465922013544 |
|
Q2 2022
|
95 |
173,897 |
SPY, AAPL, IVV, QQQ
|
13F-HR
|
7/28/2022 |
000121465922009240 |
|
Q1 2022
|
97 |
190,552 |
SPY, AAPL, QUAL, QQQ
|
RESTATEMENT
|
4/22/2022 |
000121465922005639 |
|
Q4 2021
|
96 |
193,751 |
SPY, AAPL, QUAL, QQQ
|
13F-HR
|
1/19/2022 |
000121465922000905 |
|
Q3 2021
|
90 |
173,054 |
SPY, QUAL, AAPL, MOAT
|
13F-HR
|
10/12/2021 |
000121465921010381 |
|
Q2 2021
|
80 |
160,988 |
SPY, QUAL, AAPL, QQQ
|
13F-HR
|
7/15/2021 |
000121465921007529 |
|
Q1 2021
|
75 |
136,268 |
SPY, AAPL, QUAL, QQQ
|
13F-HR
|
5/14/2021 |
000121465921005452 |
|
Q4 2020
|
77 |
126,415 |
SPY, AAPL, QUAL, QQQ
|
13F-HR
|
1/19/2021 |
000121465921000590 |
|
Q3 2020
|
75 |
123,311 |
SPY, AAPL, QUAL, QQQ
|
13F-HR
|
10/27/2020 |
000121465920008858 |
|
Q2 2020
|
73 |
110,495 |
QQQ, IVV, SPY, QUAL
|
13F-HR
|
7/22/2020 |
000121465920006466 |
|
Q1 2020
|
63 |
75,528 |
IVV, QQQ, FVD, SPY
|
13F-HR
|
4/20/2020 |
000121465920003500 |
|
Q4 2019
|
79 |
77,387 |
FVD, QQQ, SPY, IVV
|
13F-HR
|
1/8/2020 |
000121465920000211 |
|
Q4 2018
|
13 |
10,421 |
FVD, IJR, VOO, SPY
|
13F-HR
|
2/12/2019 |
000121465919001010 |