|
Q4 2023
|
32 |
207,977 |
IVV, SPY, AAPL, VOO
|
13F-HR
|
2/7/2024 |
000121465924002108 |
|
Q3 2023
|
29 |
464,348 |
SPY, IVV, TRUST FOR ADVISED PORTFOLIOS, AAPL
|
13F-HR
|
11/13/2023 |
000121465923014830 |
|
Q2 2023
|
34 |
393,296 |
IVV, SPY, AAPL, VOO
|
13F-HR
|
8/14/2023 |
000121465923011303 |
|
Q1 2023
|
24 |
435,430 |
SPY, IVV, AAPL, VOO
|
13F-HR
|
5/15/2023 |
000121465923007211 |
|
Q4 2022
|
16 |
99,076 |
IVV, UNH, AMAT, FVD
|
13F-HR
|
2/14/2023 |
000121465923002287 |
|
Q3 2022
|
11 |
102,714 |
IVV, AAPL, ESGU, VV
|
13F-HR
|
11/10/2022 |
000121465922013406 |
|
Q2 2022
|
12 |
104,861 |
IVV, SPX CORP puts, ESGV, AAPL
|
13F-HR
|
8/17/2022 |
000121465922010320 |
|
Q1 2022
|
14 |
111,463 |
IVV, ESGV, VV, AAPL
|
13F-HR
|
5/16/2022 |
000121465922007063 |
|
Q4 2021
|
36 |
467,314 |
SPY, IVV, AAPL, ESGV
|
13F-HR
|
2/11/2022 |
000121465922002242 |
|
Q3 2021
|
35 |
982,954 |
SPX CORP puts, SPX CORP calls, SPY, IVV
|
13F-HR
|
11/15/2021 |
000121465921011831 |
|
Q2 2021
|
9 |
101,360 |
IVV, SPX CORP calls, QUAL, DIA
|
13F-HR
|
11/12/2021 |
000121465921011479 |
|
Q1 2021
|
25 |
274,482 |
SPY, IVV, AAPL, SPX CORP
|
13F-HR
|
5/17/2021 |
000121465921005603 |
|
Q4 2020
|
26 |
147,487 |
SPY, AAPL, VV, SPX CORP puts
|
13F-HR
|
1/29/2021 |
000121465921000948 |
|
Q3 2020
|
23 |
308,688 |
SPY, SPX CORP puts, SPX CORP calls, SPDR S&P 500 ETF TR puts
|
13F-HR
|
11/16/2020 |
000121465920009513 |
|
Q2 2020
|
25 |
166,457 |
IVV, SPY, SPX CORP puts, AAPL
|
13F-HR
|
9/9/2020 |
000121465920007734 |
|
Q1 2020
|
9 |
141,901 |
IVV, SPY, SPX CORP puts, VV
|
13F-HR
|
5/15/2020 |
000121465920004732 |
|
Q4 2019
|
13 |
223,839 |
IVV, SPDR S&P 500 ETF TR puts, SPY, SPDR S&P 500 ETF TR calls
|
13F-HR
|
2/14/2020 |
000121465920001536 |