| Q1 2024 |
116 |
$302M |
+$48.8M |
-$60.1M |
-$11.3M |
NVDA, GOOG, AAPL, VTI, GOOGL, IWB |
13F-HR |
4/29/2024, 09:53 AM |
| Q4 2023 |
107 |
$294M |
+$33.1M |
-$13.7M |
+$19.4M |
GOOG, AAPL, VTI, GOOGL, META, NVDA |
RESTATEMENT |
2/13/2024, 08:23 AM |
| Q3 2023 |
93 |
$247M |
+$18.1M |
-$6.28M |
+$11.8M |
AAPL, GOOG, VTI, GOOGL, IWB, META |
13F-HR |
10/27/2023, 05:28 PM |
| Q2 2023 |
102 |
$244M |
+$36.8M |
-$8.4M |
+$28.4M |
AAPL, GOOG, VTI, GOOGL, IWB, MDY |
13F-HR |
8/9/2023, 11:07 AM |
| Q1 2023 |
99 |
$194M |
+$11.8M |
-$13.4M |
-$1.66M |
GOOG, AAPL, VTI, IWB, GOOGL, MDY |
13F-HR |
5/4/2023, 03:51 PM |
| Q4 2022 |
84 |
$182M |
+$31.7M |
-$4.98M |
+$26.8M |
GOOG, AAPL, VTI, IWB, MDY, GOOGL |
13F-HR |
2/13/2023, 09:47 AM |
| Q3 2022 |
83 |
$159M |
+$43.3M |
-$2.05M |
+$41.2M |
GOOG, AAPL, VTI, IWB, GOOGL, MDY |
13F-HR |
11/4/2022, 09:45 AM |
| Q2 2022 |
81 |
$145M |
+$15.1M |
-$4.53M |
+$10.5M |
AAPL, GOOG, VTI, IWB, MDY, DFAS |
13F-HR |
7/28/2022, 11:34 AM |
| Q1 2022 |
87 |
$185M |
+$6.52M |
-$9.18M |
-$2.67M |
AAPL, VTI, IWB, MDY, COUP, TSLA |
13F-HR |
5/3/2022, 11:18 AM |
| Q4 2021 |
98 |
$218M |
+$46.4M |
-$7.75M |
+$38.6M |
AAPL, COUP, VTI, IWB, MDY, TSLA |
13F-HR |
1/27/2022, 02:40 PM |
| Q3 2021 |
69 |
$176M |
+$15M |
-$7.8M |
+$7.21M |
COUP, AAPL, VTI, IWB, MDY, DFAS |
13F-HR |
11/8/2021, 10:44 AM |
| Q2 2021 |
70 |
$174M |
+$24.7M |
-$4.39M |
+$20.3M |
COUP, AAPL, VTI, IWB, MDY, DFAS |
13F-HR |
7/30/2021, 02:01 PM |
| Q1 2021 |
61 |
$144M |
+$20.5M |
-$3.98M |
+$16.5M |
COUP, AAPL, VTI, IWB, MDY, IJH |
13F-HR |
4/26/2021, 02:24 PM |
| Q4 2020 |
58 |
$133M |
|
|
|
COUP, AAPL, IWB, MDY, IJH, CHGG |
13F-HR |
2/4/2021, 10:31 AM |