|
Q2 2022
|
493 |
176,032
|
IHDG, VO, VOO, DFAC
|
13F-HR
|
7/19/2022 |
000143774922017316 |
|
Q1 2022
|
465 |
216,137
|
XVOL, IHDG, VO, TDTF
|
13F-HR
|
5/17/2022 |
000143774922012765 |
|
Q4 2021
|
482 |
228,916
|
XVOL, IHDG, VO, IVOL
|
13F-HR
|
2/23/2022 |
000143774922004170 |
|
Q3 2021
|
445 |
216,986
|
XVOL, IVOL, IHDG, SMMD
|
13F-HR
|
10/21/2021 |
000143774921024086 |
|
Q2 2021
|
449 |
214,460
|
XVOL, IVOL, IHDG, SMMD
|
13F-HR
|
8/4/2021 |
000143774921018436 |
|
Q1 2020
|
469 |
113,587
|
IVV, IAU, WTMF, AGG
|
13F-HR
|
5/18/2020 |
000143774920011142 |
|
Q4 2019
|
711 |
300,796
|
IVV, DBLTX, FPA New Income Institutional, FMI Common Stock Institutional
|
13F-HR
|
2/13/2020 |
000143774920002545 |
|
Q2 2019
|
770 |
287,927
|
IVV, DBLTX, FPA New Income Institutional, Fidelity Government Cash Reserves
|
13F-HR
|
8/7/2019 |
000143774919015728 |
|
Q1 2019
|
770 |
287,927
|
IVV, DBLTX, FPA New Income Institutional, Fidelity Government Cash Reserves
|
RESTATEMENT
|
8/7/2019 |
000143774919015727 |
|
Q4 2018
|
930 |
267,400
|
Fidelity Government Cash Reserves, IVV, FMI Common Stock Institutional, Navigator Tactical Fixed Income I
|
RESTATEMENT
|
8/7/2019 |
000143774919015726 |