|
Q1 2025
|
229 |
124,979 |
IWF, IEFA, JPST, NOBL
|
13F-HR
|
4/15/2025 |
000189970325000002 |
|
Q4 2024
|
236 |
130,591 |
IWF, IEFA, JPST, AAPL
|
13F-HR
|
1/23/2025 |
000189970325000001 |
|
Q3 2024
|
235 |
135,560 |
IWF, GOVT, IEFA, JPST
|
13F-HR
|
11/5/2024 |
000189970324000005 |
|
Q2 2024
|
225 |
128,265 |
IWF, GOVT, IEFA, JPST
|
13F-HR
|
7/24/2024 |
000189970324000003 |
|
Q1 2024
|
226 |
126,458 |
IWF, GOVT, IEFA, JPST
|
13F-HR
|
5/8/2024 |
000189970324000002 |
|
Q4 2023
|
228 |
121,138 |
IWF, GOVT, IEFA, JPST
|
13F-HR
|
1/31/2024 |
000189970324000001 |
|
Q3 2023
|
259 |
118,650 |
IWF, IEFA, GOVT, SCHD
|
13F-HR
|
10/17/2023 |
000189970323000003 |
|
Q2 2023
|
267 |
124,720 |
IWF, IEFA, SCHD, GOVT
|
13F-HR
|
8/3/2023 |
000189970323000002 |
|
Q1 2023
|
265 |
120,262 |
IWF, IEFA, SCHD, JPST
|
13F-HR
|
4/21/2023 |
000189970323000001 |
|
Q4 2022
|
268 |
116,962 |
IWF calls, SCHD calls, JPST calls, IEFA calls
|
13F-HR
|
1/11/2023 |
000087015623000003 |
|
Q3 2022
|
278 |
109,584 |
IWF calls, SPAB calls, JPST calls, IEFA calls
|
13F-HR
|
10/7/2022 |
000087015622000045 |
|
Q2 2022
|
282 |
116,243 |
IWF calls, SPAB calls, IEFA calls, SCHD calls
|
13F-HR
|
7/6/2022 |
000087015622000031 |
|
Q1 2022
|
278 |
122,908 |
IWF, IEFA, SCHD, XLRE
|
13F-HR
|
4/14/2022 |
000087015622000021 |
|
Q4 2021
|
280 |
123,177 |
IWF calls, XLRE calls, IEFA calls, SCHD calls
|
13F-HR
|
1/11/2022 |
000087015622000003 |