Q3 2024 |
996 |
$469M |
+$18.2M |
-$8.48M |
+$9.71M |
AAPL, VYM, VTI, QQQ, MSFT
|
13F-HR |
11/20/2024, 03:05 PM |
Q2 2024 |
987 |
$437M |
+$19.5M |
-$7.38M |
+$12.2M |
AAPL, VYM, QQQ, VTI, MSFT
|
13F-HR |
7/17/2024, 04:32 PM |
Q1 2024 |
898 |
$417M |
+$17M |
-$17M |
-$7.89K |
AAPL, VYM, VTI, QQQ, UBER
|
13F-HR |
4/19/2024, 02:16 PM |
Q4 2023 |
866 |
$391M |
+$16M |
-$10.8M |
+$5.17M |
AAPL, QQQ, VYM, VTI, MSFT
|
13F-HR |
1/12/2024, 02:16 PM |
Q3 2023 |
839 |
$347M |
+$10.4M |
-$5.48M |
+$4.96M |
AAPL, QQQ, VTI, VYM, MSFT
|
13F-HR |
11/15/2023, 04:44 PM |
Q2 2023 |
839 |
$354M |
+$12.5M |
-$17.4M |
-$4.94M |
AAPL, QQQ, VTI, VYM, MSFT
|
13F-HR |
7/14/2023, 02:01 PM |
Q1 2023 |
851 |
$340M |
+$9.33M |
-$13.8M |
-$4.46M |
AAPL, QQQ, VTI, VYM, IEFA
|
13F-HR |
5/17/2023, 03:11 PM |
Q4 2022 |
801 |
$8.49B |
+$690M |
-$998M |
-$308M |
FCAL, BACPRB, AAPL, VTI, VYM
|
13F-HR |
1/31/2023, 10:10 AM |
Q3 2022 |
797 |
$8.21B |
+$4.41B |
-$4.44B |
-$32.9M |
AAPL, VTI, QQQ, VYM, AGG
|
13F-HR |
11/9/2022, 04:19 PM |
Q2 2022 |
862 |
$9.89B |
+$100M |
-$917M |
-$817M |
HTAB, FXE, DLY, TPC, SIG
|
13F-HR |
7/15/2022, 03:16 PM |
Q1 2022 |
770 |
$9.86B |
+$999M |
-$265M |
+$734M |
HTAB, AAPL, VTI, HROW, QQQ
|
13F-HR |
4/25/2022, 12:13 PM |
Q4 2021 |
795 |
$8.55B |
+$14.8M |
-$14.7M |
+$67.7K |
AAPL, QQQ, VTI, IEFA, AGG
|
13F-HR |
2/15/2022, 03:26 PM |
Q3 2021 |
742 |
$9.44B |
+$543M |
-$343M |
+$200M |
HTAB, AAPL, QQQ, VTI, ACHR
|
13F-HR |
10/27/2021, 01:13 PM |
Q2 2021 |
730 |
$9.38B |
+$1.98B |
-$619M |
+$1.36B |
HTAB, DLY, AAPL, GBIL, QQQ
|
13F-HR |
7/28/2021, 10:53 AM |
Q1 2021 |
712 |
$8.09B |
+$2.07B |
-$792M |
+$1.28B |
HTAB, ACES, DLY, TPC, RKT
|
13F-HR |
4/14/2021, 02:00 PM |
Q4 2020 |
642 |
$6.3B |
+$938M |
-$389M |
+$549M |
TTM, SIG, GBIL, TPC, AAPL
|
13F-HR |
1/15/2021, 12:39 PM |
Q3 2020 |
681 |
$5.5B |
+$2.28B |
-$58.2M |
+$2.22B |
AAPL, GBIL, TTM, SIG, TPC
|
13F-HR |
10/14/2020, 01:22 PM |
Q2 2020 |
670 |
$3.13B |
+$1.47B |
-$1.41B |
+$59M |
AAPL, GBIL, UVXY, BLNK, QQQ
|
13F-HR |
7/21/2020, 01:01 PM |
Q1 2020 |
734 |
$4.2B |
$0 |
$0 |
|
PDLI, ATOM, WATT, AAPL, AVEO
|
13F-HR |
4/16/2020, 11:23 AM |
Q2 2019 |
651 |
$1.41B |
+$1.16B |
-$90.3M |
+$1.07B |
AAPL, GBIL, IEFA, VTI, AGG
|
13F-HR |
7/24/2019, 02:07 PM |
Q4 2018 |
695 |
$273M |
+$50.3M |
-$22.1M |
+$28.2M |
AAPL, VTI, IEFA, AGG, NOC
|
13F-HR |
2/5/2019, 01:46 PM |
Q3 2018 |
729 |
$300M |
+$29.7M |
-$30.4M |
-$663K |
AAPL, IEFA, VTI, NOC, VIG
|
13F-HR |
11/8/2018, 11:08 AM |
Q2 2018 |
813 |
$284M |
+$109M |
-$12.2M |
+$96.4M |
AAPL, IEFA, NOC, VTI, AGG
|
13F-HR |
8/13/2018, 01:45 PM |
Q1 2018 |
800 |
$182M |
+$10.9M |
-$4.23M |
+$6.69M |
IEFA, VTI, AGG, NOC, AAPL
|
13F-HR |
4/16/2018, 02:12 PM |
Q4 2017 |
828 |
$184M |
+$13.7M |
-$3.6M |
+$10.1M |
IEFA, VTI, AGG, AAPL, NOC
|
13F-HR |
2/15/2018, 12:42 PM |
Q3 2017 |
795 |
$166M |
+$9.19M |
-$3.31M |
+$5.88M |
AGG, VTI, IEFA, NOC, AAPL
|
13F-HR |
11/13/2017, 03:38 PM |
Q2 2017 |
797 |
$153M |
+$9.29M |
-$71.4M |
-$62.1M |
AGG, VTI, IEFA, AAPL, NOC
|
Restatement |
9/14/2017, 11:54 AM |
Q1 2017 |
764 |
$209M |
+$63.2M |
-$3.71M |
+$59.4M |
AAPL, VTI, AGG, NOC, IEFA
|
13F-HR |
5/11/2017, 03:06 PM |
Q4 2016 |
630 |
$126M |
$0 |
$0 |
|
AAPL, NOC, VIG, QQQ, GOOG
|
13F-HR |
5/11/2017, 04:00 PM |