|
Q4 2025
|
168 |
154,563 |
RSP, SPY, SNOXX, FLDR
|
13F-HR
|
2/10/2026 |
000139834426002600 |
|
Q3 2025
|
169 |
152,241 |
SNOXX, JTEK, ICON FLEXIBLE BD FD INV, XLK
|
13F-HR
|
11/6/2025 |
000139834425020442 |
|
Q2 2025
|
164 |
151,976 |
SNOXX, JTEK, ICON FLEXIBLE BD FD INV, FLDR
|
13F-HR
|
8/7/2025 |
000139834425014680 |
|
Q1 2025
|
78 |
135,578 |
SNOXX, ICON FLEXIBLE BD FD INV, NYLI MACKAY SHORT DURATION HIGH INC CL A, RNMBY
|
13F-HR
|
5/7/2025 |
000139834425008919 |
|
Q4 2024
|
181 |
147,222 |
JEPQ, ICON FLEXIBLE BD FD INV, SCHG, LCTU
|
13F-HR
|
2/11/2025 |
000139834425002410 |