|
Q4 2024
|
600 |
2,386,932 |
AAPL, NVDA, VTI, AMZN
|
13F-HR
|
2/11/2025 |
000117266125000639 |
|
Q3 2024
|
551 |
2,293,731 |
AAPL, NVDA, VTI, AVLV
|
13F-HR
|
11/14/2024 |
000117266124004804 |
|
Q2 2024
|
501 |
2,639,462 |
BRK-B calls, NVDA, AAPL, VTI
|
13F-HR
|
8/9/2024 |
000117266124003188 |
|
Q1 2024
|
482 |
1,831,818 |
AAPL, NVDA, VTI, AVLV
|
13F-HR
|
5/10/2024 |
000117266124002125 |
|
Q4 2023
|
413 |
1,465,907 |
AAPL, VTI, NVDA, AMERICAN CENTY ETF TR
|
13F-HR
|
2/6/2024 |
000117266124000479 |
|
Q3 2023
|
268 |
662,559 |
AAPL, VTI, AMERICAN CENTY ETF TR, AVEM
|
13F-HR
|
11/14/2023 |
000117266123003822 |
|
Q2 2023
|
257 |
602,409 |
AAPL, VTI, AMERICAN CENTY ETF TR, AVEM
|
13F-HR
|
8/14/2023 |
000117266123002970 |
|
Q1 2023
|
224 |
483,610 |
VTI, AAPL, VLUE, IDEV
|
13F-HR
|
4/24/2023 |
000117266123001755 |
|
Q4 2022
|
134 |
457,998 |
GOOG calls, AMZN calls, AXP calls, VLUE
|
13F-HR
|
2/10/2023 |
000117266123000619 |
|
Q3 2022
|
181 |
331,687 |
VTI, VLUE, AAPL, LDUR
|
13F-HR
|
11/14/2022 |
000142050622002156 |
|
Q2 2022
|
167 |
320,380 |
VLUE, VTI, AAPL, IDEV
|
13F-HR
|
8/12/2022 |
000142050622001540 |
|
Q1 2022
|
178 |
424,954 |
VTI, VLUE, AAPL, BRK-B calls
|
13F-HR
|
5/13/2022 |
000142050622000861 |
|
Q4 2021
|
207 |
430,400 |
VLUE, VTI, JPST, AAPL
|
13F-HR
|
2/11/2022 |
000142050622000272 |
|
Q3 2021
|
214 |
420,224 |
VLUE, VTI, AAPL, IDEV
|
13F-HR
|
11/12/2021 |
000142050621001498 |
|
Q2 2021
|
206 |
374,400 |
VTI, VLUE, AAPL, IDEV
|
13F-HR
|
8/13/2021 |
000142050621001096 |
|
Q1 2021
|
224 |
339,043 |
VTI, VLUE, AAPL, IWS
|
13F-HR
|
5/14/2021 |
000142050621000621 |
|
Q4 2020
|
163 |
219,686 |
VTI, QUAL, IWP, IWS
|
13F-HR
|
2/12/2021 |
000142050621000236 |