Q1 2022 |
134 |
$202M |
+$12.2M |
-$4.82M |
+$7.37M |
AAPL, BRKB, MLPA, MSFT, LRCX
|
13F-HR |
5/11/2022, 04:24 PM |
Q4 2021 |
134 |
$204M |
+$16.9M |
-$9.8M |
+$7.12M |
AAPL, BRKB, MLPA, MSFT, LRCX
|
13F-HR |
1/18/2022, 02:43 PM |
Q3 2021 |
137 |
$175M |
+$27.5M |
-$33.5M |
-$5.98M |
AAPL, BRKB, MSFT, LRCX, MLPA
|
13F-HR |
10/18/2021, 03:41 PM |
Q2 2021 |
146 |
$186M |
+$82.7M |
-$3.72M |
+$79M |
AAPL, MLPX, LRCX, FTCS, MSFT
|
13F-HR |
7/14/2021, 11:42 AM |
Q1 2021 |
50 |
$97.3M |
+$10.1M |
-$60.8M |
-$50.8M |
AAPL, MLPX, LRCX, FTCS, MSFT
|
Restatement |
4/21/2021, 07:05 AM |
Q4 2020 |
130 |
$144M |
+$14M |
-$6.78M |
+$7.18M |
AAPL, LRCX, FTCS, MLPX, AMD
|
13F-HR |
1/14/2021, 12:52 PM |
Q3 2020 |
115 |
$123M |
+$21.7M |
-$6.58M |
+$15.1M |
AAPL, FTCS, MSFT, AMD, LRCX
|
13F-HR |
10/14/2020, 10:00 AM |
Q2 2020 |
108 |
$108M |
+$15M |
-$8.12M |
+$6.89M |
AAPL, FTCS, MSFT, MLPX, LRCX
|
13F-HR |
7/15/2020, 03:53 PM |
Q1 2020 |
105 |
$84.8M |
+$24.2M |
-$15.9M |
+$8.27M |
AAPL, MSFT, XMMO, LRCX, SCHD
|
13F-HR |
4/15/2020, 03:45 PM |
Q4 2019 |
85 |
$92.2M |
+$16.3M |
-$6.07M |
+$10.3M |
AAPL, XMMO, FTCS, VBK, SCHD
|
13F-HR |
1/23/2020, 01:39 PM |
Q3 2019 |
81 |
$76.1M |
+$6.9M |
-$7.76M |
-$862K |
AAPL, XMMO, SCHD, FYC, FTCS
|
13F-HR |
10/17/2019, 02:41 PM |
Q2 2019 |
84 |
$75M |
+$27.2M |
-$29.9M |
-$2.68M |
AAPL, FEM, XMMO, FYC, FTCS
|
Restatement |
8/23/2019, 09:08 AM |
Q1 2019 |
121 |
$65.6M |
+$30.6M |
-$10.4M |
+$20.1M |
AAPL, SCHB, BRKB, FEM, IVV
|
13F-HR |
5/15/2019, 04:14 PM |
Q4 2018 |
71 |
$49.4M |
+$6.15M |
-$28.1M |
-$21.9M |
AAPL, BRKB, MSFT, HD, CVX
|
13F-HR |
1/16/2019, 02:34 PM |
Q3 2018 |
116 |
$78.7M |
+$12.1M |
-$9.96M |
+$2.12M |
AAPL, BRKB, MSFT, HD, FRI
|
13F-HR |
10/17/2018, 04:24 PM |
Q2 2018 |
113 |
$71.5M |
+$10.8M |
-$13.6M |
-$2.89M |
AAPL, BRKB, SCHB, MSFT, HD
|
13F-HR |
7/26/2018, 09:08 AM |
Q1 2018 |
119 |
$73.8M |
+$14.6M |
-$9.54M |
+$5.08M |
AAPL, SCHB, BRKB, FEM, MSFT
|
13F-HR |
5/8/2018, 12:44 PM |
Q4 2017 |
114 |
$69.6M |
$0 |
$0 |
|
AAPL, SCHB, BRKB, SCHA, SCHD
|
13F-HR |
5/8/2018, 12:42 PM |