Q3 2024 |
285 |
$7.98B |
+$5.3B |
-$6.2B |
-$899M |
SPY, NVDA, IBIT, VOO, FBTC
|
13F-HR |
11/13/2024, 11:21 AM |
Q2 2024 |
283 |
$8.94B |
+$7.52B |
-$1.68B |
+$5.85B |
IVV, SPY, NVDA, AMZN, AAPL
|
13F-HR |
8/5/2024, 12:20 PM |
Q1 2024 |
369 |
$2.95B |
+$1.56B |
-$352M |
+$1.21B |
SPY, GOOGL, HYG, AMZN, QQQ
|
13F-HR |
5/9/2024, 11:59 AM |
Q4 2023 |
224 |
$1.59B |
+$351M |
-$445M |
-$93.7M |
SPY, GOOGL, HYG, META, AMZN
|
13F-HR |
2/12/2024, 08:48 AM |
Q3 2023 |
312 |
$1.54B |
+$1.09B |
-$391M |
+$702M |
SPY, GOOGL, META, AMZN, QQQ
|
13F-HR |
11/3/2023, 12:06 PM |
Q2 2023 |
263 |
$831M |
+$532M |
-$896M |
-$363M |
VCIT, SPY, QQQ, META, GOOGL
|
13F-HR |
8/14/2023, 12:15 PM |
Q1 2023 |
368 |
$1.15B |
+$853M |
-$724M |
+$129M |
SPY, FXI, QQQ, JPM, MS
|
13F-HR |
5/10/2023, 03:54 PM |
Q4 2022 |
423 |
$966M |
+$561M |
-$442M |
+$119M |
FXI, SPY, MSFT, WMT, AAPL
|
13F-HR |
2/14/2023, 09:20 AM |
Q3 2022 |
294 |
$814M |
+$484M |
-$318M |
+$166M |
AAPL, SPY, GOOGL, AMZN, MSFT
|
13F-HR |
11/14/2022, 02:51 PM |
Q2 2022 |
95 |
$712M |
+$521M |
-$102M |
+$419M |
SPY, AAPL, DIA, IWM, XLE
|
13F-HR |
8/15/2022, 11:00 AM |
Q1 2022 |
52 |
$360M |
+$125M |
-$1.1B |
-$975M |
SPY, QQQ, XLF, AAPL, TSM
|
13F-HR |
5/17/2022, 06:44 AM |
Q4 2021 |
35 |
$1.41B |
+$951M |
-$889M |
+$62.1M |
SPY, QQQ, FXI, IWM, GOOGL
|
13F-HR |
2/14/2022, 02:11 PM |
Q3 2021 |
495 |
$1.29B |
+$968M |
-$231M |
+$737M |
SPY, AAPL, MSFT, AMZN, META
|
13F-HR |
11/15/2021, 01:29 PM |
Q2 2021 |
434 |
$549M |
+$306M |
-$267M |
+$39.6M |
SPY, QQQ, CVS, VZ, BHC
|
13F-HR |
8/13/2021, 03:22 PM |
Q1 2021 |
160 |
$479M |
+$313M |
-$206M |
+$108M |
SPY, AAPL, AMZN, QQQ, NVDA
|
13F-HR |
5/14/2021, 05:22 PM |
Q4 2020 |
74 |
$352M |
+$334M |
-$88.5M |
+$245M |
SPY, EWY, DPZ, GOOGL, GILD
|
13F-HR |
2/16/2021, 10:49 AM |
Q3 2020 |
30 |
$101M |
+$56.5M |
-$217M |
-$161M |
CSCO, QQQ, GILD, MSFT, XLI
|
13F-HR |
11/16/2020, 09:17 AM |
Q2 2020 |
71 |
$260M |
+$131M |
-$538M |
-$407M |
QQQ, XLE, XLI, FXI, PFE
|
13F-HR |
8/14/2020, 11:09 AM |
Q1 2020 |
111 |
$612M |
+$534M |
-$83.3M |
+$451M |
SPY, XLE, EEM, IWM, GS
|
13F-HR |
5/15/2020, 09:14 AM |
Q4 2019 |
87 |
$187M |
+$139M |
-$242M |
-$103M |
QQQ, FXI, BA, CMG, EEM
|
Restatement |
2/3/2021, 01:12 PM |
Q3 2019 |
58 |
$277M |
+$270M |
-$17.3M |
+$253M |
FXI, AMZN, META, UNH, NFLX
|
13F-HR |
11/14/2019, 10:01 AM |
Q2 2019 |
19 |
$23.9M |
+$22M |
-$7.67M |
+$14.3M |
LMT, BA, GOOGL, SPY, AMZN
|
13F-HR |
8/9/2019, 01:56 PM |
Q1 2019 |
2 |
$9.49M |
+$7.67M |
-$120M |
-$112M |
GLD, SPY
|
13F-HR |
5/14/2019, 04:13 PM |
Q4 2018 |
4 |
$121M |
+$6.38M |
-$13.7M |
-$7.29M |
XLF, FXI, XLE, SPY
|
13F-HR |
2/14/2019, 04:19 PM |
Q3 2018 |
4 |
$154M |
+$80M |
$0 |
+$80M |
XLF, XLE, FXI, SPY
|
13F-HR |
11/13/2018, 09:46 AM |
Q2 2018 |
3 |
$72.1M |
+$70.5M |
-$3.39M |
+$67.1M |
XLF, XLE, FXI
|
13F-HR |
8/14/2018, 10:29 AM |
Q1 2018 |
2 |
$5.02M |
+$1.62M |
-$1.71M |
-$86.9K |
EEM, XLF
|
13F-HR |
5/14/2018, 04:24 PM |
Q4 2017 |
2 |
$4.98M |
$0 |
-$25M |
-$25M |
EEM, XLF
|
13F-HR |
2/12/2018, 03:56 PM |
Q3 2017 |
2 |
$28.4M |
$0 |
-$20.2M |
-$20.2M |
EEM, XLF
|
13F-HR |
11/13/2017, 04:50 PM |
Q2 2017 |
2 |
$45.4M |
+$11.9M |
-$60.2M |
-$48.3M |
EEM, XLF
|
13F-HR |
8/11/2017, 11:35 AM |
Q1 2017 |
3 |
$90.3M |
+$71.2M |
-$33.8M |
+$37.4M |
XLF, EEM, IWF
|
13F-HR |
5/15/2017, 02:50 PM |
Q4 2016 |
4 |
$52.1M |
+$27.4M |
-$103M |
-$75.4M |
IWD, XLF, EFA, EEM
|
13F-HR |
2/13/2017, 03:30 PM |
Q3 2016 |
6 |
$130M |
+$67.5M |
-$66.8M |
+$703K |
EFA, EEM, XLE, IWD, FXI
|
Restatement |
4/26/2017, 12:29 PM |
Q2 2016 |
2 |
$124M |
+$124M |
-$39.8M |
+$84.1M |
EFA, IWD
|
Restatement |
4/26/2017, 12:26 PM |
Q1 2016 |
1 |
$39.8M |
+$28.2M |
-$12.1M |
+$16M |
IWF
|
Restatement |
4/26/2017, 12:23 PM |
Q4 2015 |
5 |
$23.7M |
$0 |
$0 |
|
IWF, EEM, FXI, EFA
|
Restatement |
4/26/2017, 12:19 PM |