|
Q3 2026
|
51 |
910,656
|
SPY, IVV, ESGV, AAPL
|
13F-HR
|
11/4/2026 |
000121465926013720 |
|
Q2 2026
|
53 |
901,045
|
IVV, SPY, ESGV, AAPL
|
13F-HR
|
8/13/2026 |
000121465926010055 |
|
Q1 2026
|
47 |
793,229
|
IVV, SPY, AAPL, VOO
|
13F-HR
|
5/5/2026 |
000121465926005588 |
|
Q4 2025
|
48 |
644,756
|
SPY, IVV, AAPL, VOO
|
13F-HR
|
2/10/2026 |
000121465926001373 |
|
Q3 2025
|
39 |
623,574
|
SPY, IVV, AAPL, VOO
|
13F-HR
|
11/5/2025 |
000121465925015963 |
|
Q2 2025
|
147 |
588,418
|
IVV, SPY, VOO, ACGL
|
13F-HR
|
8/12/2025 |
000121465925011840 |
|
Q1 2025
|
29 |
219,590
|
IVV, SPY, AAPL, VOO
|
13F-HR
|
5/6/2025 |
000121465925007004 |
|
Q4 2024
|
36 |
945,729
|
IVV, SPY, AAPL, VOO
|
13F-HR
|
2/13/2025 |
000121465925002524 |
|
Q3 2024
|
34 |
634,166
|
SPY, IVV, AAPL, VOO
|
13F-HR
|
11/8/2024 |
000121465924018597 |
|
Q2 2024
|
14 |
18,178
|
IVV, ESGV, AAPL, VOO
|
13F-HR
|
8/12/2024 |
000121465924014191 |
|
Q1 2024
|
13 |
513,005
|
SPY, IVV, VOO, VV
|
13F-HR
|
5/8/2024 |
000121465924008585 |
|
Q4 2023
|
32 |
207,977
|
IVV, SPY, AAPL, VOO
|
13F-HR
|
2/7/2024 |
000121465924002108 |
|
Q3 2023
|
29 |
464,348
|
SPY, IVV, SHDG, AAPL
|
13F-HR
|
11/13/2023 |
000121465923014830 |
|
Q2 2023
|
34 |
393,173
|
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 |
99,077
|
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 |
90,932
|
IVV, SPX CORP puts, ESGV, AAPL
|
13F-HR
|
8/17/2022 |
000121465922010320 |
|
Q1 2022
|
14 |
110,992
|
IVV, ESGV, VV, AAPL
|
13F-HR
|
5/16/2022 |
000121465922007063 |
|
Q4 2021
|
36 |
462,416
|
SPY, IVV, AAPL, ESGV
|
13F-HR
|
2/11/2022 |
000121465922002242 |
|
Q3 2021
|
35 |
367,587
|
SPX CORP puts, SPX CORP calls, SPY, IVV
|
13F-HR
|
11/15/2021 |
000121465921011831 |
|
Q2 2021
|
9 |
100,462
|
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 |
142,267
|
SPY, AAPL, VV, SPX CORP puts
|
13F-HR
|
1/29/2021 |
000121465921000948 |
|
Q3 2020
|
23 |
117,648
|
SPY, SPX CORP puts, SPX CORP calls, SPDR S&P 500 ETF TR puts
|
13F-HR
|
11/16/2020 |
000121465920009513 |
|
Q2 2020
|
25 |
147,947
|
IVV, SPY, SPX CORP puts, AAPL
|
13F-HR
|
9/9/2020 |
000121465920007734 |
|
Q1 2020
|
9 |
123,391
|
IVV, SPY, SPX CORP puts, VV
|
13F-HR
|
5/15/2020 |
000121465920004732 |
|
Q4 2019
|
13 |
157,632
|
IVV, SPDR S&P 500 ETF TR puts, SPY, SPDR S&P 500 ETF TR calls
|
13F-HR
|
2/14/2020 |
000121465920001536 |