Q3 2024 |
35 |
$229M |
+$68.7M |
-$49.3M |
+$19.4M |
SPY, VIG, IYH, VDC, MSFT
|
13F-HR |
10/16/2024, 05:11 PM |
Q2 2024 |
39 |
$209M |
+$24.3M |
-$23.6M |
+$672K |
MSFT, IYH, AMZN, VIG, AAPL
|
13F-HR |
7/16/2024, 01:30 PM |
Q1 2024 |
45 |
$209M |
+$11.4M |
-$3.85M |
+$7.52M |
MSFT, AMZN, META, VIG, IYH
|
13F-HR |
5/3/2024, 08:01 PM |
Q4 2023 |
42 |
$188M |
+$19.3M |
-$43.9M |
-$24.6M |
MSFT, VIG, AMZN, AAPL, IYH
|
13F-HR |
2/7/2024, 05:29 PM |
Q3 2023 |
48 |
$189M |
+$2.85K |
-$5.75M |
-$5.75M |
AMZN, MSFT, AAPL, META, IYH
|
13F-HR |
10/10/2023, 09:14 PM |
Q2 2023 |
49 |
$204M |
+$2.52M |
-$2.54M |
-$19.4K |
MSFT, AMZN, AAPL, META, IYH
|
13F-HR |
7/13/2023, 09:54 PM |
Q1 2023 |
48 |
$186M |
+$36.9M |
-$37.9M |
-$1.03M |
MSFT, AAPL, AMZN, IYH, META
|
13F-HR |
4/11/2023, 03:30 PM |
Q4 2022 |
58 |
$168M |
+$13.7M |
-$8.34M |
+$5.32M |
MSFT, AAPL, V, AMZN, GOOGL
|
13F-HR |
1/18/2023, 05:42 PM |
Q3 2022 |
56 |
$159M |
+$56M |
-$47.2M |
+$8.73M |
MSFT, AAPL, AMZN, V, GOOGL
|
13F-HR |
10/18/2022, 06:45 PM |
Q2 2022 |
53 |
$167M |
+$25.7M |
-$25.7M |
+$9.72K |
AAPL, MSFT, V, GOOGL, QCLN
|
13F-HR |
7/19/2022, 09:19 PM |
Q1 2022 |
48 |
$221M |
+$44M |
-$38.5M |
+$5.5M |
AAPL, MSFT, AMZN, GOOGL, META
|
13F-HR |
4/27/2022, 05:17 PM |
Q4 2021 |
43 |
$226M |
+$4.66M |
-$2.5M |
+$2.16M |
AAPL, MSFT, IYH, GOOGL, V
|
13F-HR |
1/21/2022, 07:09 PM |
Q3 2021 |
40 |
$213M |
+$11.2M |
-$13.4M |
-$2.23M |
AAPL, MSFT, GOOGL, V, IYH
|
13F-HR |
11/12/2021, 10:11 AM |
Q2 2021 |
42 |
$217M |
+$11.4M |
-$10.2M |
+$1.21M |
AAPL, MSFT, V, AMZN, META
|
13F-HR |
7/21/2021, 08:07 PM |
Q1 2021 |
40 |
$200M |
+$59.6M |
-$24.3M |
+$35.3M |
VDE, AAPL, V, MSFT, AMZN
|
13F-HR |
4/19/2021, 09:35 AM |
Q4 2020 |
33 |
$157M |
+$5.09M |
-$55.9M |
-$50.8M |
AAPL, AMZN, V, MSFT, IYH
|
13F-HR |
1/19/2021, 09:32 AM |
Q3 2020 |
32 |
$191M |
+$15.5M |
-$337K |
+$15.1M |
AAPL, AMZN, V, ZM, MSFT
|
13F-HR |
10/13/2020, 11:21 AM |
Q2 2020 |
32 |
$168M |
+$18.5M |
-$8.17M |
+$10.3M |
AMZN, AAPL, V, MSFT, IYH
|
13F-HR |
7/8/2020, 05:57 PM |
Q1 2020 |
32 |
$127M |
+$38.5M |
-$48.6M |
-$10M |
V, AAPL, AMZN, IYH, MSFT
|
13F-HR |
4/23/2020, 12:12 PM |
Q4 2019 |
37 |
$150M |
+$3.37M |
-$5.23M |
-$1.86M |
V, SPEU, BRKB, AAPL, UNH
|
13F-HR |
1/10/2020, 07:06 PM |
Q3 2019 |
34 |
$138M |
+$56.2K |
-$10.3M |
-$10.3M |
V, SPEU, BRKB, AAPL, GOOGL
|
13F-HR |
10/17/2019, 02:31 PM |
Q2 2019 |
35 |
$151M |
+$982K |
-$17.6M |
-$16.6M |
V, SPEU, BRKB, UNH, AAPL
|
13F-HR |
7/15/2019, 01:55 PM |
Q1 2019 |
40 |
$160M |
+$37.7M |
-$16.8M |
+$20.9M |
V, SPEU, BRKB, UNH, AMZN
|
13F-HR |
4/19/2019, 02:37 PM |
Q4 2018 |
41 |
$123M |
+$20.7M |
-$30M |
-$9.24M |
BA, V, BRKB, SPEU, GOOGL
|
13F-HR |
1/16/2019, 07:55 PM |
Q3 2018 |
42 |
$153M |
+$10.2M |
-$2.11M |
+$8.09M |
DIA, SPEU, V, BA, AAPL
|
13F-HR |
10/19/2018, 05:10 PM |
Q2 2018 |
40 |
$134M |
+$18.9M |
-$15.6M |
+$3.28M |
DIA, SPEU, V, BA, AAPL
|
13F-HR |
7/19/2018, 12:11 PM |
Q1 2018 |
44 |
$125M |
+$34.8M |
-$6.52M |
+$28.3M |
DIA, BA, V, AAPL, MSFT
|
13F-HR |
4/18/2018, 08:37 AM |
Q4 2017 |
52 |
$96.9M |
+$12.6M |
-$1.77M |
+$10.8M |
DIA, AAPL, BA, V, GOOGL
|
13F-HR |
1/23/2018, 09:02 AM |
Q3 2017 |
42 |
$78.2M |
+$6.67M |
-$665K |
+$6.01M |
DIA, AAPL, V, BA, GOOGL
|
13F-HR |
10/25/2017, 01:19 PM |
Q2 2017 |
35 |
$67.4M |
+$683K |
-$492K |
+$191K |
DIA, V, GOOGL, AAPL, BA
|
13F-HR |
8/4/2017, 09:26 AM |
Q1 2017 |
36 |
$64.4M |
+$39.1M |
-$28M |
+$11.2M |
DIA, V, AAPL, GOOGL, MMM
|
13F-HR |
5/11/2017, 08:36 PM |
Q4 2016 |
35 |
$50.4M |
$0 |
$0 |
|
V, GOOGL, AAPL, VDE, BRKB
|
13F-HR |
2/14/2017, 12:25 PM |