Q3 2024 |
6 |
$4.39M |
$0 |
$0 |
|
VYM, VCSH, JNK, PFF, TOTL
|
13F-HR |
10/31/2024, 01:37 PM |
Q2 2024 |
6 |
$4.17M |
$0 |
$0 |
|
VYM, VCSH, JNK, PFF, TOTL
|
13F-HR |
8/14/2024, 11:48 AM |
Q1 2024 |
6 |
$4.23M |
$0 |
-$589K |
-$589K |
VYM, VCSH, JNK, PFF, TOTL
|
13F-HR |
5/15/2024, 05:04 PM |
Q4 2023 |
7 |
$4.71M |
+$1.56M |
$0 |
+$1.56M |
VYM, VCSH, JNK, TOTL, PFF
|
13F-HR |
2/12/2024, 09:35 AM |
Q3 2023 |
5 |
$3.01M |
$0 |
-$496M |
-$496M |
VCSH, JNK, TOTL, PFF, VWOB
|
13F-HR |
11/7/2023, 04:29 PM |
Q2 2023 |
133 |
$499M |
+$3.72M |
-$81.6M |
-$77.9M |
MSFT, AAPL, NVDA, AMZN, TSLA
|
13F-HR |
8/8/2023, 10:37 AM |
Q1 2023 |
132 |
$496M |
+$2.04M |
-$84.7M |
-$82.7M |
MSFT, AAPL, AMZN, NVDA, TSLA
|
13F-HR |
5/15/2023, 11:26 AM |
Q4 2022 |
132 |
$495M |
+$12.3M |
-$93.7M |
-$81.4M |
MSFT, AAPL, AMZN, GOOG, GOOGL
|
13F-HR |
2/9/2023, 12:49 PM |
Q3 2022 |
137 |
$578M |
+$56.9M |
-$21.3M |
+$35.7M |
AAPL, MSFT, AMZN, TSLA, GOOG
|
13F-HR |
11/10/2022, 09:03 AM |
Q2 2022 |
141 |
$621M |
+$41M |
-$63.6M |
-$22.6M |
AAPL, MSFT, AMZN, TSLA, GOOG
|
13F-HR |
8/3/2022, 10:28 AM |
Q1 2022 |
139 |
$885M |
+$34.5M |
-$1.06B |
-$1.03B |
AAPL, MSFT, AMZN, TSLA, NVDA
|
13F-HR |
5/16/2022, 09:57 AM |
Q4 2021 |
136 |
$2B |
+$239M |
-$531M |
-$292M |
SPY, IEFA, IEMG, AAPL, MSFT
|
13F-HR |
2/14/2022, 05:14 PM |
Q3 2021 |
108 |
$2.14B |
+$990M |
-$73.1M |
+$917M |
SPY, IEFA, IEMG, AAPL, MSFT
|
13F-HR |
11/15/2021, 05:16 PM |
Q2 2021 |
112 |
$1.24B |
+$110M |
-$32.2M |
+$78.1M |
SPY, IEFA, IEMG, AAPL, MSFT
|
13F-HR |
8/16/2021, 09:01 AM |
Q1 2021 |
124 |
$1.08B |
+$215M |
-$24.4M |
+$191M |
SPY, IEFA, IEMG, AAPL, MSFT
|
13F-HR |
5/6/2021, 04:39 PM |
Q4 2020 |
123 |
$855M |
$0 |
$0 |
|
SPY, IEFA, IEMG, AAPL, MSFT
|
13F-HR |
3/8/2021, 11:06 AM |