Q3 2024 |
114 |
$194M |
+$44.3M |
-$52M |
-$7.73M |
TOK, VIOO, NVDA, MSFT, AAPL
|
13F-HR |
10/18/2024, 10:21 AM |
Q2 2024 |
103 |
$194M |
+$35.1M |
-$32.2M |
+$2.95M |
VIOO, TOK, MSFT, AAPL, XLK
|
13F-HR |
7/26/2024, 08:19 AM |
Q1 2024 |
101 |
$197M |
+$53.8M |
-$52.2M |
+$1.65M |
TOK, VIOO, NVDA, XOM, MSFT
|
13F-HR |
5/7/2024, 10:29 AM |
Q4 2023 |
84 |
$183M |
+$56.4M |
-$28.9M |
+$27.6M |
RSP, VIOO, TOK, GOOGL, MSFT
|
13F-HR |
2/8/2024, 06:13 AM |
Q3 2023 |
97 |
$142M |
+$32.6M |
-$36.4M |
-$3.83M |
TOK, GOOGL, XOM, MSFT, AAPL
|
13F-HR |
11/2/2023, 12:33 PM |
Q2 2023 |
97 |
$155M |
+$27.7M |
-$34.4M |
-$6.7M |
TOK, MSFT, XLK, GOOGL, AMZN
|
13F-HR |
7/27/2023, 09:26 AM |
Q1 2023 |
90 |
$155M |
+$45.1M |
-$39.4M |
+$5.68M |
TOK, XLK, XOM, XLV, MSFT
|
13F-HR |
5/2/2023, 10:08 AM |
Q4 2022 |
79 |
$143M |
+$18.5M |
-$18.3M |
+$201K |
TOK, CSCO, XOM, RTX, XLV
|
13F-HR |
2/7/2023, 09:15 AM |
Q3 2022 |
78 |
$130M |
+$13.2M |
-$47.9M |
-$34.7M |
TOK, MCD, CSCO, XLV, XOM
|
13F-HR |
11/9/2022, 10:38 AM |
Q2 2022 |
80 |
$173M |
+$35.9M |
-$52.4M |
-$16.5M |
TOK, VOO, SPY, XLV, XLK
|
13F-HR |
8/5/2022, 12:34 PM |
Q1 2022 |
98 |
$222M |
+$44.2M |
-$39.8M |
+$4.44M |
TOK, XLK, GOOGL, MSFT, CRM
|
13F-HR |
5/10/2022, 10:42 AM |
Q4 2021 |
84 |
$235M |
+$17.2M |
-$37M |
-$19.8M |
TOK, XLK, MSFT, GOOGL, AMZN
|
13F-HR |
2/7/2022, 09:12 AM |
Q3 2021 |
89 |
$237M |
+$37.5M |
-$34M |
+$3.53M |
TOK, XLK, GOOGL, MSFT, AMZN
|
13F-HR |
10/19/2021, 09:34 AM |
Q2 2021 |
82 |
$231M |
+$32.3M |
-$47.4M |
-$15.1M |
TOK, XLK, IVE, GOOGL, SPYD
|
13F-HR |
7/20/2021, 12:19 PM |
Q1 2021 |
79 |
$226M |
+$75.1M |
-$84.4M |
-$9.25M |
TOK, IVE, GOOGL, SPYD, AXP
|
13F-HR |
4/21/2021, 11:36 AM |
Q4 2020 |
77 |
$223M |
+$29.7M |
-$35M |
-$5.23M |
TOK, SPLG, SPY, JPM, INTU
|
13F-HR |
1/26/2021, 02:07 PM |
Q3 2020 |
75 |
$204M |
+$50.8M |
-$48.5M |
+$2.36M |
TOK, SPLG, XLV, SPYG, SPY
|
13F-HR |
10/30/2020, 01:07 PM |
Q2 2020 |
75 |
$186M |
+$76M |
-$46.5M |
+$29.5M |
TOK, XLK, MSFT, AMZN, GOOGL
|
13F-HR |
7/22/2020, 06:44 PM |
Q1 2020 |
72 |
$134M |
+$67.8M |
-$169M |
-$101M |
VOO, AMZN, MSFT, GOOGL, XLK
|
13F-HR |
4/30/2020, 11:47 AM |
Q4 2019 |
78 |
$249M |
+$81.4M |
-$51.2M |
+$30.2M |
GOVT, TOK, XLI, XLV, XLK
|
Restatement |
4/30/2020, 12:09 PM |
Q3 2019 |
71 |
$214M |
+$21.6M |
-$40.2M |
-$18.7M |
GOVT, TOK, JPM, AWK, MSFT
|
13F-HR |
11/4/2019, 08:28 AM |
Q2 2019 |
81 |
$2.04B |
+$217M |
-$29.3M |
+$188M |
TOK, AWK, ILMN, MSFT, DG
|
13F-HR |
7/18/2019, 09:35 AM |
Q1 2019 |
77 |
$1.84B |
+$346M |
-$55.2M |
+$290M |
TOK, MSFT, AWK, XYL, GOOGL
|
13F-HR |
5/13/2019, 09:32 AM |
Q4 2018 |
74 |
$199M |
+$69.6M |
-$71.9M |
-$2.29M |
GOVT, TOK, XLK, XLV, UNH
|
13F-HR |
1/22/2019, 11:16 AM |
Q3 2018 |
81 |
$935M |
+$787M |
-$44.2M |
+$743M |
TOK, MSFT, COST, JPM, CSCO
|
13F-HR |
10/17/2018, 08:59 AM |
Q2 2018 |
74 |
$177M |
+$31.9M |
-$8.82M |
+$23.1M |
INTU, AMZN, MSFT, COST, ILMN
|
Restatement |
7/18/2018, 06:38 AM |
Q1 2018 |
74 |
$149M |
+$43.3M |
-$36.8M |
+$6.49M |
MSFT, INTU, JPM, XYL, MGM
|
13F-HR |
4/17/2018, 10:36 AM |
Q4 2017 |
61 |
$139M |
+$49M |
-$42.1M |
+$6.9M |
BAC, JPM, MSFT, GOOGL, CSCO
|
13F-HR |
1/19/2018, 10:05 AM |
Q3 2017 |
63 |
$127M |
+$25.3M |
-$16.2M |
+$9.17M |
RSG, JPM, AMAT, GOOGL, MRK
|
13F-HR |
11/3/2017, 09:45 AM |
Q2 2017 |
56 |
$113M |
$0 |
$0 |
|
JPM, DGX, MRK, RSG, MO
|
13F-HR |
7/21/2017, 09:28 AM |