| Q1 2024 |
6 |
$4.23M |
$0 |
-$589K |
-$589K |
VYM, VCSH, JNK, PFF, TOTL, VWOB |
13F-HR |
5/15/2024, 05:04 PM |
| Q4 2023 |
7 |
$4.71M |
+$1.56M |
$0 |
+$1.56M |
VYM, VCSH, JNK, TOTL, PFF, NUSI |
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, META |
13F-HR |
8/8/2023, 10:37 AM |
| Q1 2023 |
132 |
$496M |
+$2.04M |
-$83.6M |
-$81.6M |
MSFT, AAPL, AMZN, NVDA, TSLA, GOOGL |
13F-HR |
5/15/2023, 11:26 AM |
| Q4 2022 |
132 |
$495M |
+$12.3M |
-$84.6M |
-$72.3M |
MSFT, AAPL, AMZN, GOOG, GOOGL, NVDA |
13F-HR |
2/9/2023, 11:49 AM |
| Q3 2022 |
137 |
$579M |
+$56.9M |
-$20.9M |
+$36.1M |
AAPL, MSFT, AMZN, TSLA, GOOG, GOOGL |
13F-HR |
11/10/2022, 08:03 AM |
| Q2 2022 |
141 |
$621M |
+$41M |
-$63.6M |
-$22.6M |
AAPL, MSFT, AMZN, TSLA, GOOG, GOOGL |
13F-HR |
8/3/2022, 10:28 AM |
| Q1 2022 |
139 |
$885M |
+$34.5M |
-$3.32M |
+$31.1M |
AAPL, MSFT, AMZN, TSLA, NVDA, GOOG |
13F-HR |
5/16/2022, 09:57 AM |
| Q4 2021 |
136 |
$1.06T |
+$7.2B |
-$525B |
-$518B |
SPY, IEFA, IEMG, TIP, IYR, DBA |
13F-HR |
2/14/2022, 04:14 PM |
| Q3 2021 |
108 |
$2.14B |
+$990M |
|
+$990M |
SPY, IEFA, IEMG, AAPL, MSFT, AMZN |
13F-HR |
11/15/2021, 04:16 PM |
| Q2 2021 |
112 |
$1.24B |
+$110M |
-$24.6M |
+$85.7M |
SPY, IEFA, IEMG, AAPL, MSFT, AMZN |
13F-HR |
8/16/2021, 09:01 AM |
| Q1 2021 |
124 |
$1.08B |
+$215M |
-$1.18M |
+$214M |
SPY, IEFA, IEMG, AAPL, MSFT, AMZN |
13F-HR |
5/6/2021, 04:39 PM |
| Q4 2020 |
123 |
$855M |
|
|
|
SPY, IEFA, IEMG, AAPL, MSFT, AMZN |
13F-HR |
3/8/2021, 10:06 AM |