Q3 2024 |
453 |
$1.42B |
+$30.1M |
-$51.1M |
-$21M |
PCAR, MSFT, VOO, IDEV, FNDA
|
13F-HR |
10/9/2024, 02:05 PM |
Q2 2024 |
447 |
$1.41B |
+$57.2M |
-$46.7M |
+$10.5M |
PCAR, MSFT, VOO, IDEV, AMZN
|
13F-HR |
7/11/2024, 01:29 PM |
Q1 2024 |
484 |
$1.45B |
+$251M |
-$120M |
+$131M |
PCAR, MSFT, VOO, FNDA, AMZN
|
13F-HR |
4/17/2024, 11:20 AM |
Q4 2023 |
477 |
$1.21B |
+$92.7M |
-$73.4M |
+$19.3M |
MSFT, PCAR, FNDA, OMFL, VOO
|
13F-HR |
1/29/2024, 11:42 AM |
Q3 2023 |
461 |
$1.05B |
+$63.5M |
-$260M |
-$196M |
MSFT, PCAR, FNDA, AMZN, OMFL
|
13F-HR |
10/19/2023, 04:16 PM |
Q2 2023 |
490 |
$1.29B |
+$37M |
-$29.8M |
+$7.18M |
PCAR, MSFT, AMZN, OMFL, FNDA
|
13F-HR |
8/9/2023, 07:16 PM |
Q1 2023 |
510 |
$1.18B |
+$85.1M |
-$54.6M |
+$30.4M |
PCAR, MSFT, OMFL, FNDA, AMZN
|
13F-HR |
4/17/2023, 01:38 PM |
Q4 2022 |
516 |
$1.11B |
+$97.3M |
-$53.4M |
+$43.8M |
PCAR, MSFT, FNDA, OMFL, VOO
|
13F-HR |
1/25/2023, 01:15 PM |
Q3 2022 |
494 |
$1B |
+$109M |
-$30.5M |
+$78M |
PCAR, MSFT, AMZN, FNDA, OMFL
|
13F-HR |
10/24/2022, 03:13 PM |
Q2 2022 |
470 |
$998M |
+$127M |
-$48.8M |
+$78M |
PCAR, MSFT, AMZN, FNDA, IEMG
|
13F-HR |
8/10/2022, 11:48 AM |
Q1 2022 |
493 |
$1.12B |
$0 |
$0 |
|
MSFT, PCAR, AMZN, FNDA, OMFL
|
13F-HR |
4/8/2022, 04:03 PM |
Q4 2021 |
493 |
$1.26B |
+$84.4M |
-$31.4M |
+$53M |
MSFT, PCAR, AMZN, FNDA, OMFL
|
13F-HR |
2/2/2022, 10:24 AM |
Q3 2021 |
432 |
$1.12B |
+$44.5M |
-$15.2M |
+$29.2M |
PCAR, MSFT, AMZN, SBUX, FNDA
|
13F-HR |
10/18/2021, 05:05 PM |
Q2 2021 |
422 |
$1.11B |
+$55.1M |
-$6.77M |
+$48.3M |
PCAR, MSFT, AMZN, SBUX, FNDA
|
13F-HR |
8/6/2021, 08:45 AM |
Q1 2021 |
387 |
$1B |
+$65.3M |
-$34.8M |
+$30.5M |
PCAR, MSFT, AMZN, SBUX, FNDA
|
13F-HR |
4/27/2021, 10:48 AM |
Q4 2020 |
353 |
$928M |
+$76.2M |
-$20.1M |
+$56.1M |
PCAR, MSFT, AMZN, SBUX, FNDA
|
13F-HR |
1/15/2021, 12:14 PM |
Q3 2020 |
302 |
$778M |
+$47.9M |
-$28.6M |
+$19.3M |
PCAR, MSFT, AMZN, SBUX, IEMG
|
13F-HR |
10/9/2020, 03:41 PM |
Q2 2020 |
283 |
$714M |
+$102M |
-$38.8M |
+$63M |
PCAR, MSFT, AMZN, SBUX, IEMG
|
13F-HR |
7/7/2020, 07:02 PM |
Q1 2020 |
256 |
$530M |
+$55.1M |
-$37.2M |
+$17.9M |
PCAR, MSFT, AMZN, FNDA, IEMG
|
13F-HR |
4/24/2020, 02:34 PM |
Q4 2019 |
296 |
$630M |
+$59.5M |
-$33.5M |
+$26M |
PCAR, MSFT, AMZN, IEMG, FNDA
|
13F-HR |
1/22/2020, 10:19 AM |
Q3 2019 |
278 |
$545M |
+$61.2M |
-$8.58M |
+$52.6M |
PCAR, MSFT, AMZN, IEMG, VUG
|
13F-HR |
10/22/2019, 06:17 PM |
Q2 2019 |
263 |
$497M |
+$86.8M |
-$22.5M |
+$64.3M |
PCAR, AMZN, MSFT, VUG, IEMG
|
13F-HR |
8/2/2019, 11:11 AM |
Q1 2019 |
208 |
$411M |
+$117M |
-$25.7M |
+$91.1M |
PCAR, MSFT, AMZN, VUG, VBR
|
13F-HR |
5/13/2019, 09:00 PM |
Q4 2018 |
118 |
$275M |
+$53.5M |
-$17.6M |
+$35.9M |
PCAR, AMZN, VUG, VBR, SHM
|
13F-HR |
2/8/2019, 09:16 PM |
Q3 2018 |
123 |
$282M |
+$31.1M |
-$12M |
+$19.1M |
PCAR, AMZN, VUG, AAPL, IEMG
|
13F-HR |
11/13/2018, 12:26 PM |
Q2 2018 |
90 |
$241M |
+$21.1M |
-$4.21M |
+$16.9M |
PCAR, AMZN, VUG, IWB, IEMG
|
13F-HR |
8/6/2018, 06:55 PM |
Q1 2018 |
65 |
$219M |
+$7.77M |
-$12.8M |
-$5.08M |
PCAR, AMZN, VUG, RDFN, IWB
|
13F-HR |
5/14/2018, 01:35 PM |
Q4 2017 |
67 |
$224M |
+$4.22M |
-$26.3M |
-$22.1M |
PCAR, AMZN, VUG, IWB, VTV
|
13F-HR |
2/9/2018, 04:10 PM |
Q3 2017 |
70 |
$238M |
+$4.4M |
-$21.8M |
-$17.4M |
PCAR, AMZN, VUG, SAGE, AGIO
|
13F-HR |
11/7/2017, 04:23 PM |
Q2 2017 |
95 |
$237M |
+$1.55M |
-$9.47M |
-$7.92M |
PCAR, AMZN, VUG, SAGE, AGIO
|
13F-HR |
8/11/2017, 01:53 PM |
Q1 2017 |
91 |
$237M |
+$6.77M |
-$21.5M |
-$14.7M |
PCAR, AMZN, VUG, SAGE, AGIO
|
13F-HR |
5/4/2017, 03:59 PM |
Q4 2016 |
91 |
$236M |
+$22.8M |
-$5M |
+$17.8M |
PCAR, AMZN, SUB, VUG, SAGE
|
Restatement |
2/14/2017, 01:46 PM |
Q3 2016 |
94 |
$214M |
+$13.1M |
-$3.38M |
+$9.67M |
PCAR, AMZN, VUG, SAGE, AGIO
|
13F-HR |
11/14/2016, 12:10 PM |
Q2 2016 |
87 |
$187M |
+$10.4M |
-$4.73M |
+$5.7M |
PCAR, AMZN, VUG, JUNO, VTV
|
13F-HR |
8/12/2016, 01:42 PM |
Q1 2016 |
86 |
$178M |
+$18M |
-$15M |
+$3.03M |
PCAR, AMZN, VUG, IWB, JUNO
|
13F-HR |
5/10/2016, 12:57 PM |
Q4 2015 |
80 |
$170M |
$0 |
$0 |
|
PCAR, AMZN, VUG, VEU, JUNO
|
New Holdings |
5/10/2016, 11:23 AM |
Q4 2015 |
52 |
$155M |
$0 |
$0 |
|
PCAR, AMZN, VUG, VEU, JUNO
|
13F-HR |
2/12/2016, 08:10 PM |