|
Q3 2025
|
258 |
513,276 |
OBND, JSI, MFS ACTIVE EXCHANGE TRADED F, QQQ
|
13F-HR
|
10/8/2025 |
000208585325000035 |
|
Q2 2025
|
251 |
509,962 |
QLD, OBND, SSO, JBBB
|
13F-HR
|
7/10/2025 |
000166773125000769 |
|
Q1 2025
|
232 |
457,774 |
OBND, HTRB, JBBB, QLD
|
13F-HR
|
4/16/2025 |
000166773125000432 |
|
Q4 2024
|
218 |
412,856 |
OBND, HTRB, JEPQ, JBBB
|
13F-HR
|
1/21/2025 |
000166773125000068 |
|
Q3 2024
|
218 |
418,491 |
OBND, HTRB, JAAA, JEPQ
|
13F-HR
|
10/16/2024 |
000184149624000013 |
|
Q2 2024
|
169 |
357,510 |
JAAA, JEPQ, HTRB, OBND
|
13F-HR
|
7/19/2024 |
000184149624000006 |
|
Q1 2024
|
173 |
347,736 |
HTRB, JAAA, JEPQ, SCHR
|
13F-HR
|
4/19/2024 |
000184149624000005 |
|
Q4 2023
|
175 |
310,178 |
HTRB, VCSH, SCHR, LGOV
|
13F-HR
|
1/10/2024 |
000184149624000001 |
|
Q3 2023
|
163 |
277,421 |
HTRB, VCSH, SCHR, LGOV
|
13F-HR
|
10/19/2023 |
000184149623000006 |
|
Q2 2023
|
174 |
293,268 |
HTRB, VCSH, SCHR, LGOV
|
13F-HR
|
7/17/2023 |
000184149623000004 |
|
Q1 2023
|
176 |
278,767 |
HTRB, VCSH, LGOV, SCHR
|
13F-HR
|
4/18/2023 |
000184149623000003 |
|
Q4 2022
|
168 |
257,507 |
HTRB, VCSH, LGOV, AAPL
|
13F-HR
|
2/1/2023 |
000184149623000002 |
|
Q3 2022
|
176 |
236,765 |
SRLN, FIRST TR EXCHNG TRADED FD VI, VCSH, HTRB
|
13F-HR
|
10/12/2022 |
000184149622000005 |
|
Q2 2022
|
179 |
250,262 |
SRLN, FIRST TR EXCHNG TRADED FD VI, VCSH, HTRB
|
13F-HR
|
7/25/2022 |
000184149622000004 |
|
Q1 2022
|
203 |
244,349 |
SRLN, VCSH, HTRB, AAPL
|
13F-HR
|
5/10/2022 |
000184149622000003 |
|
Q4 2021
|
208 |
271,421 |
HTRB, AAPL, VCSH, SCHR
|
13F-HR
|
1/27/2022 |
000184149622000001 |
|
Q3 2021
|
171 |
193,369 |
HTRB, IUSB, AAPL, VCSH
|
13F-HR
|
10/28/2021 |
000184149621000004 |
|
Q2 2021
|
170 |
185,119 |
HTRB, IUSB, AAPL, ANGL
|
13F-HR
|
7/14/2021 |
000184149621000003 |
|
Q1 2021
|
134 |
167,335 |
HTRB, IUSB, AAPL, ANGL
|
13F-HR
|
4/20/2021 |
000184149621000002 |
|
Q4 2020
|
122 |
153,314 |
HTRB, IUSB, AAPL, ANGL
|
13F-HR
|
1/29/2021 |
000184149621000001 |