|
Q3 2024
|
124 |
174,097 |
IVV, AVUS, IEFA, SPAB
|
13F-HR
|
10/23/2024 |
000182426324000005 |
|
Q2 2024
|
45 |
155,290 |
IVV, AMERICAN CENTURY ETF TRUST AVANTIS U S EQUITY ETF, IEFA, AMERICAN CENTURY ETF TRUST AVANTIS U S SMALL CAP VALUE ETF
|
13F-HR
|
7/18/2024 |
000182426324000004 |
|
Q1 2024
|
39 |
149,237 |
IVV, AVUS, SHV, IEFA
|
13F-HR
|
4/11/2024 |
000182426324000003 |
|
Q4 2023
|
43 |
388,905 |
SPY, AAPL, FSLR, IVV
|
13F-HR
|
1/29/2024 |
000182426324000001 |
|
Q3 2023
|
85 |
91,413 |
AVUV, IVV, SPLG, SPAB
|
13F-HR
|
11/1/2023 |
000182426323000001 |
|
Q2 2023
|
15 |
136,694 |
AVUS puts, AVUV puts, IEFA puts, SPLG puts
|
13F-HR
|
7/26/2023 |
000108514623002917 |
|
Q1 2023
|
16 |
129,269 |
IEFA puts, AVUS puts, SPLG puts, AVUV puts
|
13F-HR
|
4/24/2023 |
000108514623001860 |
|
Q4 2022
|
15 |
118,387 |
IVV, SPLG, AVUV, SPAB
|
13F-HR
|
1/13/2023 |
000108514623000136 |
|
Q3 2022
|
20 |
102,553 |
IVV, SPLG, HDV, KMLM
|
13F-HR
|
10/18/2022 |
000108514622003457 |
|
Q2 2022
|
19 |
108,133 |
HDV, IVV, SPLG, AVUV
|
13F-HR
|
10/4/2022 |
000108514622003245 |
|
Q1 2022
|
25 |
121,979 |
SPLG, IVV, VT, QQQ
|
13F-HR
|
10/4/2022 |
000108514622003244 |
|
Q4 2021
|
19 |
110,354 |
IVV, SPLG, VTV, QQQ
|
13F-HR
|
9/28/2022 |
000108514622003230 |