Q3 2024 |
1,530 |
$4.72B |
+$47.00 |
-$376K |
-$376K |
AAPL, NVDA, IVV, MSFT, AMZN
|
13F-HR |
11/14/2024, 04:17 PM |
Q2 2024 |
1,530 |
$4.84B |
+$576M |
-$248M |
+$328M |
AAPL, NVDA, IVV, MSFT, AMZN
|
13F-HR |
8/13/2024, 01:24 PM |
Q1 2024 |
1,459 |
$4.51B |
+$465M |
-$328M |
+$137M |
AAPL, IVV, MSFT, NVDA, AMZN
|
13F-HR |
5/6/2024, 11:30 AM |
Q4 2023 |
3,874 |
$4.09B |
+$382M |
-$379M |
+$2.98M |
AAPL, IVV, MSFT, AMZN, BIL
|
13F-HR |
2/9/2024, 03:10 PM |
Q3 2023 |
1,475 |
$3.72B |
+$407M |
-$300M |
+$107M |
AAPL, IVV, MSFT, BIL, AMZN
|
13F-HR |
11/14/2023, 05:25 PM |
Q2 2023 |
1,437 |
$3.75B |
+$357M |
-$397M |
-$40M |
AAPL, IVV, MSFT, AMZN, BIL
|
13F-HR |
8/9/2023, 12:24 PM |
Q1 2023 |
3,990 |
$3.61B |
+$423M |
-$222M |
+$201M |
AAPL, IVV, MSFT, BIL, SHV
|
13F-HR |
5/17/2023, 03:41 PM |
Q4 2022 |
4,003 |
$3.26B |
+$427M |
-$187M |
+$241M |
AAPL, IVV, BIL, MSFT, SHV
|
13F-HR |
2/13/2023, 03:39 PM |
Q3 2022 |
1,491 |
$2.83B |
+$304M |
-$206M |
+$98M |
AAPL, IVV, MSFT, BIL, AMZN
|
13F-HR |
11/14/2022, 10:13 AM |
Q2 2022 |
1,520 |
$2.92B |
+$384M |
-$306M |
+$77.5M |
AAPL, MSFT, IVV, AMZN, BIL
|
13F-HR |
8/2/2022, 02:13 PM |
Q1 2022 |
1,614 |
$3.4B |
+$471M |
-$367M |
+$104M |
AAPL, IVV, MSFT, AMZN, QQQ
|
13F-HR |
5/23/2022, 05:00 PM |
Q4 2021 |
1,531 |
$3.48B |
+$337M |
-$222M |
+$115M |
AAPL, AMZN, MSFT, QQQ, IVV
|
13F-HR |
2/14/2022, 12:00 PM |
Q3 2021 |
1,511 |
$3.14B |
+$370M |
-$376M |
-$5.75M |
AAPL, AMZN, QQQ, MSFT, IVV
|
13F-HR |
11/5/2021, 02:46 PM |
Q2 2021 |
3,752 |
$3.17B |
+$495M |
-$181M |
+$315M |
AAPL, AMZN, QQQ, MSFT, FTEC
|
13F-HR |
8/12/2021, 02:33 PM |
Q1 2021 |
1,380 |
$2.69B |
+$376M |
-$285M |
+$90.7M |
AAPL, AMZN, QQQ, MSFT, IVV
|
13F-HR |
5/24/2021, 03:17 PM |
Q4 2020 |
3,450 |
$2.49B |
+$338M |
-$198M |
+$140M |
AAPL, AMZN, QQQ, MSFT, XLK
|
13F-HR |
2/9/2021, 04:52 PM |
Q3 2020 |
3,704 |
$2.12B |
+$345M |
-$130M |
+$215M |
AAPL, AMZN, QQQ, MSFT, IVV
|
13F-HR |
11/16/2020, 03:32 PM |
Q2 2020 |
1,104 |
$1.82B |
+$283M |
-$253M |
+$30.5M |
AAPL, AMZN, QQQ, MSFT, IVV
|
13F-HR |
8/10/2020, 03:39 PM |
Q1 2020 |
3,175 |
$1.53B |
+$219M |
-$218M |
+$1.84M |
AAPL, QQQ, AMZN, IVV, MSFT
|
13F-HR |
5/15/2020, 03:55 PM |
Q4 2019 |
3,214 |
$1.9B |
+$332M |
-$179M |
+$153M |
AAPL, IVV, QQQ, SPLV, MSFT
|
13F-HR |
2/4/2020, 12:00 PM |
Q3 2019 |
2,868 |
$1.58B |
+$1.56M |
-$3.57M |
-$2.01M |
IVV, AAPL, QQQ, AMZN, SPY
|
13F-HR |
11/4/2019, 11:16 AM |
Q2 2019 |
2,816 |
$1.63B |
+$275M |
-$109M |
+$166M |
IVV, AAPL, QQQ, AMZN, SPY
|
13F-HR |
8/1/2019, 11:53 AM |
Q1 2019 |
2,530 |
$1.42B |
+$264M |
-$122M |
+$142M |
IVV, AAPL, SPY, MSFT, QQQ
|
13F-HR |
5/20/2019, 10:57 AM |
Q4 2018 |
2,575 |
$1.15B |
+$169M |
-$201M |
-$31.4M |
IVV, AAPL, ITOT, MSFT, AMZN
|
13F-HR |
2/15/2019, 02:58 PM |
Q3 2018 |
2,511 |
$1.37B |
+$108M |
-$69.4M |
+$38.8M |
IVV, AAPL, AMZN, MTUM, MSFT
|
13F-HR |
11/2/2018, 02:45 PM |
Q2 2018 |
2,455 |
$1.3B |
+$203M |
-$203M |
-$87.7K |
IVV, AAPL, AMZN, MTUM, MSFT
|
13F-HR |
7/27/2018, 11:09 AM |
Q1 2018 |
2,578 |
$1.25B |
+$182M |
-$65M |
+$117M |
IVV, AAPL, AMZN, IXUS, MSFT
|
13F-HR |
4/23/2018, 02:07 PM |
Q4 2017 |
2,517 |
$1.15B |
+$282M |
-$45.2M |
+$237M |
IVV, AAPL, IXUS, AMZN, MSFT
|
13F-HR |
2/8/2018, 03:53 PM |
Q3 2017 |
2,324 |
$874M |
+$144M |
-$69.2M |
+$75M |
IVV, AAPL, XOM, AMZN, META
|
13F-HR |
10/12/2017, 03:19 PM |
Q2 2017 |
2,279 |
$767M |
+$118M |
-$53M |
+$65.1M |
IVV, AAPL, XOM, AMZN, META
|
13F-HR |
8/17/2017, 12:09 PM |
Q1 2017 |
2,189 |
$688M |
+$216M |
-$86.7M |
+$129M |
IVV, AAPL, XOM, AMZN, META
|
13F-HR |
4/28/2017, 06:20 PM |
Q3 2016 |
1,979 |
$532M |
+$120M |
-$36.7M |
+$83.3M |
XOM, AAPL, AMZN, PFF, META
|
13F-HR |
10/7/2016, 03:01 PM |
Q2 2016 |
1,825 |
$440M |
+$98.8M |
-$32.3M |
+$66.5M |
XOM, AAPL, AMZN, SPY, FTSL
|
13F-HR |
7/27/2016, 04:04 PM |
Q1 2016 |
1,665 |
$366M |
+$97.5M |
-$44.8M |
+$52.8M |
AAPL, XOM, TLT, AMZN, SPY
|
13F-HR |
4/21/2016, 02:58 PM |
Q4 2015 |
1,508 |
$311M |
+$80.2M |
-$112M |
-$31.3M |
AAPL, DIS, AMZN, META, SPY
|
13F-HR |
1/26/2016, 06:14 PM |
Q3 2015 |
1,495 |
$331M |
+$68.3M |
-$50.2M |
+$18.1M |
AGG, VTI, AAPL, DVY, DIS
|
13F-HR |
10/1/2015, 09:21 AM |
Q2 2015 |
1,396 |
$339M |
+$40.4M |
-$55.4M |
-$15M |
AGG, VTI, AAPL, DVY, ACWX
|
13F-HR |
7/2/2015, 11:20 AM |
Q1 2015 |
1,284 |
$362M |
+$65.6M |
-$29.7M |
+$35.9M |
AGG, VTI, AAPL, IYR, DVY
|
13F-HR |
4/8/2015, 03:16 PM |
Q4 2014 |
1,204 |
$319M |
+$76.7M |
-$36.4M |
+$40.4M |
AGG, VTI, AAPL, IYR, DVY
|
13F-HR |
1/23/2015, 01:22 PM |
Q3 2014 |
262 |
$273M |
+$69M |
-$29.7M |
+$39.3M |
AGG, VTI, AAPL, DVY, XOM
|
13F-HR |
10/7/2014, 10:13 AM |
Q2 2014 |
246 |
$236M |
+$61.2M |
-$18.5M |
+$42.7M |
DVY, AAPL, VTI, ACWX, XOM
|
13F-HR |
7/9/2014, 05:50 PM |
Q1 2014 |
204 |
$194M |
+$33M |
-$39.6M |
-$6.56M |
DVY, AAPL, ACWX, VTI, AGG
|
13F-HR |
4/9/2014, 12:35 PM |
Q4 2013 |
1,077 |
$199M |
$0 |
$0 |
|
DVY, AAPL, ACWX, VTI, AGG
|
13F-HR |
2/13/2014, 03:05 PM |