Q3 2024 |
1,082 |
$6.87B |
+$6.33B |
-$12.2M |
+$6.32B |
AAPL, MSFT, XMHQ, HYBB, MDYG
|
13F-HR |
11/14/2024, 04:12 PM |
Q2 2024 |
711 |
$520M |
+$63.5M |
-$33.2M |
+$30.3M |
NVDA, MSFT, AAPL, COST, AMZN
|
13F-HR |
8/12/2024, 05:12 PM |
Q1 2024 |
706 |
$503M |
+$62.2M |
-$48.5M |
+$13.7M |
NVDA, MSFT, AAPL, ACN, COST
|
13F-HR |
4/29/2024, 03:45 PM |
Q4 2023 |
631 |
$459M |
+$41.9M |
-$40.8M |
+$1.04M |
MSFT, AAPL, NVDA, ACN, COST
|
13F-HR |
2/6/2024, 12:32 PM |
Q3 2023 |
631 |
$422M |
+$46.1M |
-$37.1M |
+$8.94M |
MSFT, AAPL, NVDA, ACN, COST
|
13F-HR |
11/13/2023, 10:56 AM |
Q2 2023 |
666 |
$431M |
+$36.8M |
-$33.1M |
+$3.73M |
AAPL, MSFT, NVDA, ACN, VGSH
|
13F-HR |
8/15/2023, 10:10 AM |
Q1 2023 |
692 |
$410M |
+$67.7M |
-$49.2M |
+$18.5M |
AAPL, MSFT, NVDA, VGSH, ACN
|
13F-HR |
4/27/2023, 11:15 AM |
Q4 2022 |
720 |
$380M |
+$49.7M |
-$26.8M |
+$23M |
SHY, AAPL, MSFT, VGSH, NEE
|
13F-HR |
2/7/2023, 02:06 PM |
Q3 2022 |
705 |
$333M |
+$34.6M |
-$21.1M |
+$13.5M |
AAPL, MSFT, NEE, VGSH, WEC
|
13F-HR |
10/28/2022, 04:06 PM |
Q2 2022 |
709 |
$340M |
+$57.2M |
-$19.2M |
+$38M |
AAPL, MSFT, NEE, WEC, AEP
|
13F-HR |
8/12/2022, 10:51 AM |
Q1 2022 |
687 |
$344M |
+$72.5M |
-$26.4M |
+$46.1M |
AAPL, MSFT, NEE, ACN, WEC
|
13F-HR |
5/4/2022, 11:42 AM |
Q4 2021 |
708 |
$309M |
+$138M |
-$7.6M |
+$131M |
AAPL, NEE, MSFT, ACN, WEC
|
13F-HR |
2/7/2022, 12:23 PM |
Q3 2021 |
536 |
$164M |
+$28.6M |
-$8.44M |
+$20.1M |
AAPL, SPDW, VCSH, NEE, PFF
|
13F-HR |
11/2/2021, 03:08 PM |
Q2 2021 |
404 |
$146M |
+$26.9M |
-$17.9M |
+$8.96M |
AAPL, VCSH, SPDW, PFF, NEE
|
13F-HR |
8/11/2021, 11:00 AM |
Q1 2021 |
374 |
$132M |
+$17.3M |
-$19.8M |
-$2.55M |
AAPL, SPDW, VCSH, PFF, QYLD
|
13F-HR |
5/14/2021, 01:35 PM |
Q4 2020 |
368 |
$129M |
+$19.8M |
-$19.1M |
+$712K |
AAPL, IGSB, VCSH, PFF, IAU
|
13F-HR |
2/12/2021, 07:28 PM |
Q3 2020 |
353 |
$121M |
+$19.2M |
-$21.2M |
-$1.96M |
IGSB, AAPL, VCSH, NEE, PFF
|
13F-HR |
11/16/2020, 10:20 AM |
Q2 2020 |
366 |
$120M |
+$36.3M |
-$25.2M |
+$11M |
VLO, AAPL, VCSH, IGSB, MBB
|
13F-HR |
8/14/2020, 10:49 AM |
Q1 2020 |
360 |
$96.3M |
+$60.1M |
-$6.71M |
+$53.4M |
SCHO, VLO, GVI, AAPL, FPE
|
13F-HR |
5/7/2020, 12:22 PM |
Q4 2019 |
276 |
$49M |
+$5.79M |
-$4.39M |
+$1.4M |
SCHO, GVI, FPE, TLT, IVE
|
13F-HR |
2/6/2020, 03:44 PM |
Q3 2019 |
294 |
$46.2M |
+$6.06M |
-$1.94M |
+$4.11M |
SCHO, GVI, FPE, IVE, IJJ
|
13F-HR |
11/5/2019, 11:33 AM |
Q2 2019 |
299 |
$41.3M |
+$23.6M |
-$2.72M |
+$20.9M |
SCHO, GVI, FPE, USMV, IVW
|
13F-HR |
8/8/2019, 04:45 PM |
Q1 2019 |
275 |
$20.9M |
$0 |
$0 |
|
STAY, IVW, IVE, GVI, IJK
|
13F-HR |
5/15/2019, 04:11 PM |