|
Q4 2025
|
654 |
3,837,005 |
APP, VOO, SPY puts, SPY calls
|
13F-HR
|
2/2/2026 |
000117266126000416 |
|
Q3 2025
|
530 |
3,310,794 |
APP, VOO, SPY, VIG
|
13F-HR
|
11/12/2025 |
000117266125004717 |
|
Q2 2025
|
550 |
3,142,720 |
VOO, APP, VIG, SPY puts
|
13F-HR
|
7/24/2025 |
000117266125002703 |
|
Q1 2025
|
544 |
2,908,699 |
VOO, VIG, IVV, SPY calls
|
13F-HR
|
4/17/2025 |
000117266125001510 |
|
Q4 2024
|
557 |
2,824,321 |
VOO, APP, IVV, VIG
|
13F-HR
|
1/27/2025 |
000117266125000364 |
|
Q3 2024
|
619 |
2,759,284 |
VOO, IVV, AAPL, VIG
|
13F-HR
|
11/12/2024 |
000117266124004572 |
|
Q2 2024
|
491 |
1,986,346 |
IVV, VOO, AAPL, SMH calls
|
13F-HR
|
8/13/2024 |
000117266124003260 |
|
Q1 2024
|
490 |
1,885,664 |
VOO, IVV, SPY, AAPL
|
13F-HR
|
5/15/2024 |
000117266124002411 |
|
Q4 2023
|
442 |
1,645,800 |
VOO, IVV, AAPL, SPY
|
13F-HR
|
2/6/2024 |
000117266124000468 |
|
Q3 2023
|
442 |
1,482,544 |
IVV, VOO, AAPL, SPY
|
13F-HR
|
11/13/2023 |
000117266123003724 |
|
Q2 2023
|
417 |
1,413,496 |
VOO, AAPL, IVV, TWLO puts
|
13F-HR
|
8/11/2023 |
000117266123002947 |
|
Q1 2023
|
439 |
1,299,563 |
AAPL, VOO, IVV, TWLO
|
13F-HR
|
5/11/2023 |
000117266123001997 |
|
Q4 2022
|
406 |
1,026,899 |
VOO, IVV, AAPL, SPY
|
13F-HR
|
2/14/2023 |
000117266123001006 |
|
Q3 2022
|
359 |
958,271 |
VOO, AAPL, IVV, TWLO puts
|
13F-HR
|
11/14/2022 |
000160658722002315 |
|
Q2 2022
|
373 |
1,060,061 |
IVV, VOO, AAPL, VEA
|
13F-HR
|
8/12/2022 |
000160658722001769 |
|
Q1 2022
|
379 |
1,190,674 |
VOO, AAPL, IVV, VEA
|
13F-HR
|
5/16/2022 |
000160658722001200 |
|
Q4 2021
|
381 |
1,188,699 |
AAPL, VOO, APP, IVV
|
13F-HR
|
2/14/2022 |
000160658722000540 |
|
Q3 2021
|
309 |
885,476 |
VOO, APP, SPY, AAPL
|
13F-HR
|
11/10/2021 |
000160658721001569 |
|
Q2 2021
|
334 |
832,709 |
VOO, AYI, AAPL, SPY
|
13F-HR
|
8/16/2021 |
000160658721001236 |
|
Q1 2021
|
282 |
625,180 |
VOO, AAPL, VEA, IVV
|
13F-HR
|
5/7/2021 |
000160658721000631 |
|
Q4 2020
|
245 |
478,480 |
VOO, IVV, AAPL, QQQ
|
13F-HR
|
2/10/2021 |
000160658721000269 |
|
Q3 2020
|
237 |
407,033 |
VOO, IVV, AAPL, QQQ
|
13F-HR
|
11/10/2020 |
000160658720001239 |
|
Q2 2020
|
188 |
346,602 |
ADPT, VOO, IVV, AAPL
|
13F-HR
|
8/12/2020 |
000160658720000942 |
|
Q1 2020
|
180 |
292,823 |
FOCS, ADPT, SPY, IVV
|
13F-HR
|
5/1/2020 |
000160658720000556 |
|
Q4 2019
|
104 |
198,283 |
FOCS, SPY, XLK, QQQ
|
13F-HR
|
2/14/2020 |
000160658720000299 |
|
Q3 2019
|
122 |
197,534 |
FOCS, SPY, QQQ, IVV
|
13F-HR
|
11/14/2019 |
000160658719001027 |
|
Q2 2019
|
68 |
102,799 |
SPY, IVV, IEFA, LQD
|
13F-HR
|
7/31/2019 |
000117266119001599 |
|
Q1 2019
|
61 |
116,990 |
XLK, IEFA, SPY, XLV
|
13F-HR
|
5/15/2019 |
000117266119001333 |
|
Q4 2018
|
56 |
99,973 |
SPY, XLK, IEFA, XLV
|
13F-HR
|
2/12/2019 |
000117266119000414 |