|
Q2 2026
|
172 |
307,748 |
DGRO, INTC calls, UITB, QQQ
|
13F-HR
|
7/9/2026 |
000137647426000476 |
|
Q1 2026
|
158 |
228,343 |
DGRO, UITB, QQQ, AVUV
|
13F-HR
|
5/13/2026 |
000137647426000368 |
|
Q4 2025
|
155 |
230,001 |
DGRO, UITB, PLTR calls, QQQ
|
13F-HR
|
1/14/2026 |
000137647426000039 |
|
Q3 2025
|
152 |
222,998 |
DGRO, UITB, PLTR calls, QQQ
|
13F-HR
|
10/15/2025 |
000137647425000841 |
|
Q2 2025
|
146 |
195,598 |
UITB, DGRO, QQQ, PLTR calls
|
13F-HR
|
7/17/2025 |
000137647425000630 |
|
Q1 2025
|
141 |
176,302 |
UITB, DGRO, QQQ, VTV
|
13F-HR
|
4/11/2025 |
000137647425000324 |
|
Q4 2024
|
145 |
178,854 |
UITB, DGRO, QQQ, AVUV
|
13F-HR
|
1/28/2025 |
000137647425000116 |
|
Q3 2024
|
140 |
175,122 |
UITB, DGRO, QQQ, AVUV
|
13F-HR
|
10/16/2024 |
000137647424000603 |
|
Q2 2024
|
135 |
158,890 |
UITB, DGRO, QQQ, AVUV
|
13F-HR
|
7/17/2024 |
000137647424000320 |
|
Q1 2024
|
135 |
158,621 |
UITB, DGRO, AVUV, QQQ
|
13F-HR
|
4/16/2024 |
000137647424000171 |
|
Q4 2023
|
127 |
151,300 |
UITB, DGRO, QQQ, AVUV
|
13F-HR
|
1/10/2024 |
000137647424000027 |
|
Q3 2023
|
126 |
138,284 |
UITB, DGRO, QQQ, VEA
|
13F-HR
|
10/11/2023 |
000137647423000454 |
|
Q2 2023
|
126 |
140,643 |
DGRO, UITB, QQQ, AGG
|
13F-HR
|
7/24/2023 |
000137647423000371 |
|
Q1 2023
|
121 |
133,345 |
AGG, DGRO, QQQ, VEA
|
13F-HR
|
4/6/2023 |
000137647423000193 |
|
Q4 2022
|
114 |
120,032 |
DGRO, AGG, IJH, VEA
|
13F-HR
|
1/23/2023 |
000137647423000040 |
|
Q3 2022
|
107 |
107,456 |
DGRO, AGG, IJH, VEA
|
13F-HR
|
10/11/2022 |
000137647422000417 |
|
Q2 2022
|
110 |
115,693 |
DGRO, AGG, VEA, IJH
|
13F-HR
|
7/20/2022 |
000137647422000334 |
|
Q1 2022
|
116 |
120,602 |
DGRO, VEA, IJH, QQQ
|
13F-HR
|
4/12/2022 |
000137647422000203 |
|
Q4 2021
|
115 |
122,803 |
DGRO, QQQ, IJH, VEA
|
13F-HR
|
1/21/2022 |
000137647422000055 |
|
Q3 2021
|
119 |
112,936 |
DGRO, IJH, QQQ, VEA
|
NEW HOLDINGS
|
1/18/2022 |
000137647422000045 |
|
Q3 2021
|
119 |
112,889 |
DGRO, IJH, QQQ, VEA
|
13F-HR
|
10/12/2021 |
000137647421000355 |
|
Q2 2021
|
114 |
111,176 |
DGRO, IJH, QQQ, VEA
|
13F-HR
|
7/27/2021 |
000137647421000226 |
|
Q1 2021
|
108 |
101,324 |
DGRO, IJH, VEA, QQQ
|
13F-HR
|
4/14/2021 |
000137647421000118 |
|
Q4 2020
|
107 |
95,280 |
DGRO, QQQ, VEA, IJH
|
13F-HR
|
3/9/2021 |
000137647421000077 |