Q3 2024 |
734 |
$3.84B |
+$249M |
-$208M |
+$40.5M |
AAPL, MSFT, QQQ, SPY, NVDA
|
13F-HR |
10/30/2024, 04:54 PM |
Q2 2024 |
722 |
$3.63B |
+$259M |
-$262M |
-$3.12M |
MSFT, AAPL, QQQ, SPY, EFA
|
13F-HR |
7/25/2024, 03:29 PM |
Q1 2024 |
731 |
$3.62B |
+$279M |
-$238M |
+$41M |
MSFT, AAPL, QQQ, SPY, EFA
|
13F-HR |
5/8/2024, 10:58 AM |
Q4 2023 |
703 |
$3.38B |
+$322M |
-$293M |
+$29M |
MSFT, AAPL, QQQ, SPY, EFA
|
13F-HR |
2/2/2024, 12:35 PM |
Q3 2023 |
694 |
$3.02B |
+$392M |
-$128M |
+$265M |
AAPL, MSFT, QQQ, SPY, EFA
|
13F-HR |
10/24/2023, 05:03 PM |
Q2 2023 |
683 |
$2.86B |
+$214M |
-$310M |
-$96.4M |
AAPL, MSFT, QQQ, SPY, EFA
|
13F-HR |
7/20/2023, 09:29 AM |
Q1 2023 |
710 |
$2.79B |
+$213M |
-$208M |
+$5.14M |
AAPL, MSFT, SPY, EFA, GLD
|
13F-HR |
5/8/2023, 10:11 AM |
Q4 2022 |
701 |
$2.63B |
+$445M |
-$369M |
+$75.6M |
AAPL, MSFT, TFI, GLD, BIL
|
13F-HR |
2/2/2023, 09:06 AM |
Q3 2022 |
660 |
$2.42B |
+$341M |
-$268M |
+$72.5M |
SHY, AAPL, MSFT, BIL, PDBC
|
13F-HR |
10/18/2022, 04:39 PM |
Q2 2022 |
678 |
$2.54B |
+$387M |
-$367M |
+$20.3M |
BIL, AAPL, MSFT, PDBC, TFI
|
13F-HR |
7/27/2022, 02:03 PM |
Q1 2022 |
715 |
$2.97B |
+$435M |
-$409M |
+$26M |
AAPL, MSFT, SPY, PDBC, VNQ
|
13F-HR |
4/25/2022, 04:57 PM |
Q4 2021 |
712 |
$3.14B |
+$234M |
-$228M |
+$6.82M |
AAPL, MSFT, QQQ, SPY, IWN
|
13F-HR |
2/10/2022, 04:46 PM |
Q3 2021 |
698 |
$2.93B |
+$156M |
-$107M |
+$49.8M |
MSFT, AAPL, QQQ, SPY, IWN
|
13F-HR |
11/15/2021, 03:05 PM |
Q2 2021 |
700 |
$2.89B |
+$243M |
-$243M |
+$216K |
MSFT, AAPL, QQQ, SPY, IWN
|
13F-HR |
8/13/2021, 09:10 AM |
Q1 2021 |
687 |
$2.7B |
+$490M |
-$92.8M |
+$397M |
AAPL, MSFT, QQQ, SPY, IWN
|
13F-HR |
5/13/2021, 03:14 PM |
Q4 2020 |
622 |
$2.19B |
+$238M |
-$179M |
+$59.2M |
QQQ, SPY, AAPL, EEM, MSFT
|
13F-HR |
2/2/2021, 07:48 PM |
Q3 2020 |
550 |
$1.93B |
+$237M |
-$151M |
+$85.8M |
QQQ, AAPL, SPY, MSFT, GLD
|
13F-HR |
11/9/2020, 08:39 PM |
Q2 2020 |
500 |
$1.79B |
+$234M |
-$108M |
+$127M |
QQQ, MSFT, AAPL, SPY, GLD
|
13F-HR |
8/12/2020, 04:47 PM |
Q1 2020 |
446 |
$1.4B |
+$300M |
-$370M |
-$69.3M |
QQQ, TLT, GLD, MSFT, AAPL
|
13F-HR |
4/16/2020, 11:47 AM |
Q4 2019 |
530 |
$1.77B |
+$266M |
-$273M |
-$6.3M |
SPY, QQQ, IYR, IWN, VTI
|
13F-HR |
1/31/2020, 05:14 PM |
Q3 2019 |
528 |
$1.65B |
+$251M |
-$248M |
+$3.83M |
SPY, VTI, LQD, IYR, TLT
|
13F-HR |
10/18/2019, 02:00 PM |
Q2 2019 |
539 |
$1.64B |
+$234M |
-$269M |
-$35M |
SPY, VTI, QQQ, IYR, BND
|
13F-HR |
7/26/2019, 04:24 PM |
Q1 2019 |
539 |
$1.61B |
+$229M |
-$252M |
-$22.5M |
SPY, VTI, QQQ, MINT, AGG
|
13F-HR |
4/24/2019, 03:39 PM |
Q4 2018 |
488 |
$1.48B |
+$325M |
-$326M |
-$1.05M |
VTI, MINT, SHV, AGG, MSFT
|
13F-HR |
2/5/2019, 07:11 AM |
Q3 2018 |
526 |
$1.71B |
+$181M |
-$212M |
-$30.6M |
SPY, QQQ, VTI, IWN, GLD
|
13F-HR |
11/13/2018, 04:47 PM |
Q2 2018 |
504 |
$1.68B |
+$283M |
-$186M |
+$96.4M |
SPY, QQQ, VTI, MINT, GLD
|
13F-HR |
8/8/2018, 11:41 AM |
Q1 2018 |
469 |
$1.56B |
+$201M |
-$227M |
-$25.9M |
SHM, SPY, VTI, GLD, SHV
|
13F-HR |
5/7/2018, 09:17 AM |
Q4 2017 |
429 |
$1.59B |
+$396M |
-$151M |
+$245M |
SPY, SHM, VTI, QQQ, GLD
|
13F-HR |
2/8/2018, 02:17 PM |
Q3 2017 |
3 |
$1.81M |
$0 |
$0 |
|
SINA, MELI, AGRO
|
New Holdings |
1/29/2018, 05:14 PM |
Q3 2017 |
299 |
$1.29B |
+$124M |
-$114M |
+$9.83M |
SPY, EFA, VTI, GLD, EEM
|
Restatement |
1/29/2018, 05:13 PM |
Q2 2017 |
5 |
$6.33M |
$0 |
$0 |
|
TSM, NTES, BMA, MELI, AGRO
|
New Holdings |
1/29/2018, 05:13 PM |
Q2 2017 |
275 |
$1.23B |
+$121M |
-$121M |
-$397K |
SPY, VTI, EEM, IWN, GLD
|
Restatement |
1/29/2018, 05:12 PM |
Q1 2017 |
2 |
$751K |
$0 |
$0 |
|
BBD, EPU
|
New Holdings |
1/29/2018, 05:11 PM |
Q1 2017 |
292 |
$1.21B |
+$249M |
-$166M |
+$82.1M |
SPY, VTI, EEM, IWN, TLT
|
Restatement |
1/29/2018, 05:11 PM |
Q4 2016 |
4 |
$1.5M |
$0 |
$0 |
|
BMA, EPU, BBD, MELI
|
New Holdings |
1/29/2018, 05:09 PM |
Q4 2016 |
301 |
$1.08B |
+$198M |
-$213M |
-$15M |
SPY, QQQ, VTI, XLE, AGG
|
Restatement |
1/29/2018, 05:08 PM |
Q3 2016 |
2 |
$911K |
$0 |
$0 |
|
BMA, BBD
|
New Holdings |
1/29/2018, 05:07 PM |
Q3 2016 |
315 |
$1.08B |
+$406M |
-$188M |
+$217M |
QQQ, EEM, IWN, GLD, VTI
|
Restatement |
1/29/2018, 05:07 PM |
Q2 2016 |
3 |
$1.13M |
$0 |
$0 |
|
BMA, AGRO, BBD
|
New Holdings |
1/29/2018, 05:06 PM |
Q2 2016 |
297 |
$840M |
+$331M |
-$222M |
+$110M |
SPY, IYR, BND, VTI, AGG
|
Restatement |
1/29/2018, 05:05 PM |
Q1 2016 |
2 |
$635K |
$0 |
$0 |
|
YPF, BMA
|
New Holdings |
1/29/2018, 05:04 PM |
Q1 2016 |
250 |
$717M |
+$651M |
-$165M |
+$486M |
BND, SHY, GLD, TLT, VTI
|
Restatement |
1/29/2018, 05:03 PM |
Q4 2015 |
3 |
$1.46M |
$0 |
$0 |
|
EWT, CHT, MBT
|
New Holdings |
1/29/2018, 05:01 PM |
Q4 2015 |
202 |
$227M |
+$171M |
-$588M |
-$417M |
TEVA, AAPL, CIB, GOOGL, MSFT
|
Restatement |
1/29/2018, 05:00 PM |
Q3 2015 |
7 |
$2.66M |
$0 |
$0 |
|
EZA, BAP, SCCO, CIB, MELI
|
New Holdings |
1/29/2018, 04:59 PM |
Q3 2015 |
246 |
$639M |
+$197M |
-$171M |
+$26.1M |
TLT, BND, SHY, VTI, AGG
|
Restatement |
1/29/2018, 04:58 PM |
Q2 2015 |
2 |
$1.36M |
$0 |
$0 |
|
TTM, RDY
|
New Holdings |
1/29/2018, 04:56 PM |
Q2 2015 |
241 |
$647M |
+$165M |
-$217M |
-$52M |
SPY, QQQ, SHY, VTI, AGG
|
Restatement |
1/29/2018, 04:55 PM |
Q1 2015 |
2 |
$591K |
$0 |
$0 |
|
GGAL, RDY
|
New Holdings |
1/29/2018, 04:53 PM |
Q1 2015 |
235 |
$721M |
+$111M |
-$111M |
-$117K |
QQQ, TLT, IYR, IWN, VTI
|
Restatement |
1/29/2018, 04:52 PM |
Q4 2014 |
3 |
$1.48M |
$0 |
$0 |
|
RDY, BAP, BVN
|
New Holdings |
1/29/2018, 04:49 PM |
Q4 2014 |
233 |
$707M |
+$144M |
-$115M |
+$29.5M |
QQQ, SPY, TLT, IYR, VTI
|
Restatement |
1/29/2018, 04:45 PM |
Q3 2014 |
233 |
$652M |
+$184M |
-$183M |
+$1.42M |
SPY, QQQ, TLT, BND, VTI
|
13F-HR |
10/21/2014, 04:41 PM |
Q2 2014 |
235 |
$650M |
+$175M |
-$174M |
+$1.09M |
SPY, QQQ, XLE, EEM, VTI
|
13F-HR |
7/29/2014, 07:55 PM |
Q1 2014 |
215 |
$630M |
+$152M |
-$162M |
-$9.91M |
SPY, QQQ, IYR, LQD, VTI
|
13F-HR |
4/29/2014, 06:36 PM |
Q4 2013 |
224 |
$620M |
$0 |
$0 |
|
SPY, QQQ, EFA, IWN, VTI
|
13F-HR |
1/27/2014, 07:41 PM |