|
Q4 2025
|
38 |
1,676,654 |
SPY, SPDR S&P 500 ETF TR calls, IBIT, IVV
|
13F-HR
|
2/17/2026 |
000142050626000550 |
|
Q3 2025
|
38 |
1,679,308 |
SPY, SPDR S&P 500 ETF TR calls, IBIT, IVV
|
13F-HR
|
11/17/2025 |
000142050625003457 |
|
Q2 2025
|
40 |
1,587,757 |
SPY, SPDR S&P 500 ETF TR, IBIT, VO
|
13F-HR
|
8/14/2025 |
000142050625002196 |
|
Q1 2025
|
35 |
1,167,559 |
SPY, IBIT, VO, IVV
|
13F-HR
|
5/9/2025 |
000142050625000969 |
|
Q4 2024
|
35 |
1,124,376 |
SPY, IBIT, IVV, FBTC
|
13F-HR
|
2/14/2025 |
000142050625000534 |
|
Q3 2024
|
35 |
1,004,511 |
SPY, FBTC, IVV, IBIT
|
13F-HR
|
11/12/2024 |
000142050624002293 |
|
Q2 2024
|
34 |
938,261 |
SPY, FBTC, IVV, IBIT
|
13F-HR
|
8/13/2024 |
000142050624001409 |
|
Q1 2024
|
31 |
855,352 |
SPY, FBTC, IBIT, IVV
|
13F-HR
|
5/14/2024 |
000142050624000877 |
|
Q4 2023
|
27 |
567,719 |
SPY, IVV, QQQ, IJH
|
13F-HR
|
2/13/2024 |
000142050624000289 |
|
Q3 2023
|
26 |
473,018 |
SPY, IVV, QQQ, IJH
|
13F-HR
|
11/7/2023 |
000142050623001925 |
|
Q2 2023
|
27 |
452,621 |
SPY, IVV, QQQ, IJH
|
13F-HR
|
8/9/2023 |
000142050623001433 |
|
Q1 2023
|
27 |
478,748 |
SPY, IVV, BRK-A, IJH
|
13F-HR
|
5/10/2023 |
000142050623000942 |
|
Q4 2022
|
26 |
377,123 |
SPY, IVV, BRK-A, IJH
|
13F-HR
|
2/10/2023 |
000142050623000334 |
|
Q3 2022
|
24 |
322,722 |
SPY, IJH, BRK-A, AAPL
|
13F-HR
|
11/14/2022 |
000142050622002277 |
|
Q2 2022
|
23 |
307,363 |
SPY, IJH, AAPL, QQQ
|
13F-HR
|
8/12/2022 |
000142050622001548 |
|
Q1 2022
|
24 |
367,682 |
SPY, IJH, AAPL, QQQ
|
13F-HR
|
5/13/2022 |
000142050622000923 |
|
Q4 2021
|
25 |
364,416 |
SPY, AAPL, QQQ, IJH
|
13F-HR
|
2/7/2022 |
000142050622000139 |
|
Q3 2021
|
26 |
355,084 |
SPY, ASTR, AAPL, GOOGL
|
13F-HR
|
11/15/2021 |
000142050621001568 |
|
Q2 2021
|
25 |
297,224 |
SPY, AAPL, GOOGL, QQQ
|
13F-HR
|
8/16/2021 |
000142050621001244 |
|
Q1 2021
|
24 |
254,980 |
SPY, AAPL, GOOGL, QQQ
|
13F-HR
|
5/14/2021 |
000142050621000685 |
|
Q4 2020
|
24 |
236,104 |
SPY, AAPL, GLD, AMZN
|
RESTATEMENT
|
4/9/2021 |
000138713121004299 |