Q3 2017 |
25 |
$24.7M |
+$762K |
-$79M |
-$78.3M |
VTI, SHV, SCHB, VEU, RESN
|
13F-HR |
11/14/2017, 12:08 PM |
Q2 2017 |
155 |
$102M |
+$9.15M |
-$348M |
-$339M |
AAPL, SPY, VTI, SCHB, AGG
|
13F-HR |
8/10/2017, 02:58 PM |
Q1 2017 |
494 |
$421M |
+$40.1M |
-$54.4M |
-$14.2M |
AAPL, QQQ, SPY, MSFT, SBUX
|
13F-HR |
5/10/2017, 04:23 PM |
Q4 2016 |
505 |
$449M |
+$20.8M |
-$413M |
-$392M |
AAPL, MSFT, VTI, QQQ, SBUX
|
13F-HR |
2/10/2017, 04:50 PM |
Q3 2016 |
1,030 |
$823M |
+$111M |
-$45.3M |
+$65.7M |
AAPL, MSFT, SPY, GE, IVV
|
13F-HR |
10/27/2016, 01:39 PM |
Q2 2016 |
693 |
$737M |
+$106M |
-$128M |
-$22.1M |
AAPL, MSFT, CVX, GE, SBUX
|
Restatement |
7/29/2016, 07:13 PM |
Q1 2016 |
670 |
$747M |
+$81.1M |
-$81.6M |
-$501K |
AAPL, MSFT, BSCH, SBUX, GE
|
13F-HR |
5/16/2016, 11:28 AM |
Q4 2015 |
685 |
$743M |
+$82.2M |
-$93.7M |
-$11.5M |
AAPL, MSFT, BSCH, SBUX, GE
|
13F-HR |
2/8/2016, 09:24 PM |
Q3 2015 |
699 |
$726M |
+$112M |
-$81M |
+$30.6M |
AAPL, MSFT, IWM, BSCG, SBUX
|
13F-HR |
10/30/2015, 07:54 PM |
Q2 2015 |
698 |
$758M |
+$167M |
-$9.68M |
+$158M |
AAPL, IWM, SPY, BSCG, BSCH
|
13F-HR |
8/12/2015, 05:28 PM |
Q1 2015 |
488 |
$98.2M |
$0 |
$0 |
|
SPAB, COST, SGOL, KRFT, PXMG
|
13F-HR |
4/24/2015, 07:34 PM |
Q4 2014 |
624 |
$655M |
+$246M |
-$325M |
-$79.8M |
UPS, AAPL, QQQ, SPY, MSFT
|
13F-HR |
2/11/2015, 04:25 PM |
Q3 2014 |
544 |
$722M |
+$22.9M |
-$58.8M |
-$35.9M |
CPRT, DHI, AAPL, SPY, CVX
|
13F-HR |
11/13/2014, 03:15 PM |
Q2 2014 |
571 |
$795M |
+$60.4M |
-$70.4M |
-$10M |
CPRT, DHI, AAPL, SPY, CVX
|
13F-HR |
7/30/2014, 07:23 PM |
Q1 2014 |
564 |
$801M |
+$65.7M |
-$41.5M |
+$24.2M |
CPRT, DHI, UPS, AAPL, SPY
|
13F-HR |
5/12/2014, 07:12 PM |
Q4 2013 |
538 |
$784M |
$0 |
$0 |
|
CPRT, DHI, UPS, IVV, SPY
|
13F-HR |
2/11/2014, 09:06 PM |