|
Q3 2026
|
158 |
262,268
|
SCHD, NVDA, DELL, AMZN
|
13F-HR
|
10/21/2026 |
000184782026000006 |
|
Q2 2026
|
157 |
260,437
|
NVDA, SCHD, CAT, AVGO
|
13F-HR
|
7/23/2026 |
000184782026000005 |
|
Q1 2026
|
143 |
225,916
|
NVDA, SCHD, TJX, CAT
|
13F-HR
|
4/17/2026 |
000184782026000002 |
|
Q4 2025
|
146 |
220,525
|
NVDA, SCHD, TJX, AVGO
|
13F-HR
|
1/22/2026 |
000184782026000001 |
|
Q3 2025
|
173 |
240,509
|
NVDA, SCHD, AMZN, AVGO
|
13F-HR
|
10/15/2025 |
000184782025000008 |
|
Q2 2025
|
172 |
214,863
|
NVDA, SCHD, AMZN, MSFT
|
13F-HR
|
7/17/2025 |
000184782025000006 |
|
Q1 2025
|
155 |
188,456
|
SCHD, NVDA, AMZN, TJX
|
13F-HR
|
4/16/2025 |
000184782025000004 |
|
Q4 2024
|
158 |
204,951
|
NVDA, SCHD, AMZN, AVGO
|
13F-HR
|
1/27/2025 |
000184782025000001 |
|
Q3 2024
|
155 |
198,569
|
SCHD, NVDA, AMZN, HD
|
13F-HR
|
10/16/2024 |
000184782024000005 |
|
Q2 2024
|
167 |
188,206
|
SCHD, QQQ, NVDA, AVGO
|
13F-HR
|
7/16/2024 |
000184782024000004 |
|
Q1 2024
|
167 |
181,808
|
SPY calls, SCHD, QQQ, SCHF
|
13F-HR
|
4/16/2024 |
000184782024000002 |
|
Q4 2023
|
173 |
159,325
|
SCHD, QQQ, SPY calls, SCHF
|
13F-HR
|
1/31/2024 |
000184782024000001 |
|
Q3 2023
|
184 |
141,436
|
QQQ, SPY calls, SCHD, SCHF
|
13F-HR
|
10/23/2023 |
000184782023000005 |
|
Q2 2023
|
160 |
137,698
|
SPY calls, SCHD, QQQ, SCHF
|
13F-HR
|
8/7/2023 |
000184782023000003 |
|
Q1 2023
|
197 |
135,959
|
SCHD, QQQ, INVESCO QQQ TR calls, SPY calls
|
13F-HR
|
5/4/2023 |
000184782023000002 |
|
Q4 2022
|
187 |
129,357
|
INVESCO QQQ TR, SPY, SCHD, QQQ
|
13F-HR
|
2/6/2023 |
000184782023000001 |
|
Q3 2022
|
154 |
121,804
|
SCHD, QQQ, HD, QCOM
|
13F-HR
|
11/14/2022 |
000184782022000005 |
|
Q2 2022
|
133 |
95,956
|
SCHD, QCOM, PFE, CAT
|
13F-HR
|
8/15/2022 |
000184782022000003 |
|
Q1 2022
|
144 |
132,906
|
SCHD, CAT, DOW, AAPL
|
13F-HR
|
5/16/2022 |
000184782022000002 |
|
Q4 2021
|
163 |
135,350
|
QQQ, SCHD, QCOM, HD
|
13F-HR
|
2/1/2022 |
000184782022000001 |
|
Q3 2021
|
176 |
135,583
|
QQQ, SCHD, IBM, MSFT
|
13F-HR
|
11/12/2021 |
000184782021000006 |
|
Q2 2021
|
96 |
88,616
|
SCHD, IBM, MSFT, HD
|
13F-HR
|
8/13/2021 |
000184782021000005 |
|
Q1 2021
|
178 |
113,584
|
SCHD, KO, HD, CAT
|
13F-HR
|
5/12/2021 |
000184782021000004 |
|
Q4 2020
|
130 |
97,106
|
VZ, PFE, IBM, MSFT
|
RESTATEMENT
|
3/11/2021 |
000184782021000002 |
|
Q4 2020
|
4 |
4,458
|
CMCSA, AVGO, AFL, ACN
|
NEW HOLDINGS
|
3/11/2021 |
000184782021000003 |