Q3 2024 |
643 |
$393M |
+$26.1M |
-$20.8M |
+$5.29M |
AAPL, MSFT, AMZN, NVDA, IEF
|
13F-HR |
10/29/2024, 03:06 PM |
Q2 2024 |
628 |
$376M |
+$37.1M |
-$28.1M |
+$9.04M |
MSFT, AMZN, AAPL, GOOGL, IEF
|
13F-HR |
8/13/2024, 12:13 PM |
Q1 2024 |
604 |
$364M |
+$32.4M |
-$28.3M |
+$4.03M |
MSFT, AMZN, AAPL, IEF, GOOGL
|
13F-HR |
5/6/2024, 05:55 PM |
Q4 2023 |
406 |
$334M |
+$18.7M |
-$25M |
-$6.32M |
MSFT, AAPL, AMZN, GOOGL, IEF
|
13F-HR |
2/7/2024, 09:52 PM |
Q3 2023 |
432 |
$306M |
+$26.6M |
-$17.7M |
+$8.87M |
MSFT, AAPL, AMZN, IEF, GOOGL
|
13F-HR |
10/30/2023, 01:56 PM |
Q2 2023 |
459 |
$308M |
+$31.3M |
-$39.7M |
-$8.34M |
MSFT, AAPL, AMZN, IEF, VUSB
|
13F-HR |
8/8/2023, 05:23 PM |
Q1 2023 |
437 |
$298M |
+$50.5M |
-$43.9M |
+$6.58M |
MSFT, AAPL, VUSB, IEF, AMZN
|
13F-HR |
5/11/2023, 04:07 PM |
Q4 2022 |
430 |
$275M |
+$35.7M |
-$24.6M |
+$11.1M |
USFR, AAPL, MSFT, BND, VUSB
|
13F-HR |
2/14/2023, 01:18 PM |
Q3 2022 |
437 |
$252M |
+$44.1M |
-$32.2M |
+$11.9M |
USFR, AAPL, MSFT, VUSB, AMZN
|
13F-HR |
11/15/2022, 09:27 AM |
Q2 2022 |
467 |
$257M |
+$32.7M |
-$28.4M |
+$4.32M |
MSFT, AAPL, GOOGL, VUSB, AMZN
|
13F-HR |
8/4/2022, 12:58 PM |
Q1 2022 |
529 |
$315M |
+$61.2M |
-$45.2M |
+$16M |
AAPL, MSFT, AMZN, GOOGL, VUSB
|
13F-HR |
5/11/2022, 11:11 AM |
Q4 2021 |
503 |
$321M |
+$53M |
-$27.9M |
+$25.1M |
MSFT, AAPL, AMZN, GOOGL, JPST
|
13F-HR |
2/7/2022, 09:39 PM |
Q3 2021 |
495 |
$278M |
+$30.9M |
-$27.5M |
+$3.41M |
MSFT, AAPL, AMZN, GOOGL, JPST
|
13F-HR |
11/3/2021, 09:14 AM |
Q2 2021 |
441 |
$278M |
+$29.4M |
-$25.9M |
+$3.51M |
MSFT, AAPL, AMZN, GOOGL, JPST
|
13F-HR |
8/4/2021, 04:14 PM |
Q1 2021 |
415 |
$252M |
+$38.2M |
-$33.6M |
+$4.56M |
MSFT, AAPL, AMZN, GOOGL, SPY
|
13F-HR |
5/11/2021, 10:03 AM |
Q4 2020 |
399 |
$238M |
+$31.1M |
-$25.3M |
+$5.72M |
MSFT, AAPL, AMZN, GOOGL, SPY
|
13F-HR |
2/9/2021, 04:41 PM |
Q3 2020 |
378 |
$213M |
+$28.6M |
-$15.4M |
+$13.2M |
AMZN, MSFT, AAPL, IAU, GOOGL
|
13F-HR |
12/10/2020, 01:36 PM |
Q2 2020 |
348 |
$186M |
+$31.6M |
-$18.9M |
+$12.7M |
MSFT, AMZN, AAPL, IAU, GOOGL
|
13F-HR |
8/11/2020, 03:39 PM |
Q1 2020 |
326 |
$144M |
+$28.7M |
-$28.5M |
+$142K |
MSFT, AMZN, AAPL, SPY, GLD
|
13F-HR |
5/8/2020, 03:38 PM |
Q4 2019 |
308 |
$167M |
+$16.1M |
-$24.9M |
-$8.85M |
SPY, MSFT, AAPL, AMZN, GOOGL
|
13F-HR |
2/7/2020, 04:11 PM |
Q3 2019 |
354 |
$159M |
+$13.3M |
-$15.5M |
-$2.19M |
MSFT, SPY, AMZN, AAPL, GOOGL
|
Restatement |
11/8/2019, 04:20 PM |
Q2 2019 |
368 |
$166M |
+$22.4M |
-$14.3M |
+$8.09M |
MSFT, SPY, AMZN, AAPL, SON
|
13F-HR |
8/7/2019, 04:41 PM |
Q1 2019 |
335 |
$151M |
+$16.9M |
-$19M |
-$2.08M |
MSFT, SPY, AMZN, GOOGL, AAPL
|
13F-HR |
5/10/2019, 12:39 PM |
Q4 2018 |
345 |
$133M |
+$25.8M |
-$24.6M |
+$1.14M |
MSFT, SPY, AMZN, GOOGL, SON
|
13F-HR |
1/29/2019, 01:51 PM |
Q3 2018 |
323 |
$158M |
+$21.1M |
-$17.2M |
+$3.92M |
MSFT, SPY, AAPL, AMZN, IJR
|
13F-HR |
11/14/2018, 01:33 PM |
Q2 2018 |
351 |
$144M |
+$18.7M |
-$19.1M |
-$463K |
SPY, MSFT, AMZN, AAPL, IJR
|
13F-HR |
8/1/2018, 03:39 PM |
Q1 2018 |
335 |
$137M |
+$23.2M |
-$14.7M |
+$8.53M |
SPY, MSFT, AMZN, AAPL, IJR
|
13F-HR |
5/17/2018, 11:43 AM |
Q4 2017 |
299 |
$131M |
$0 |
$0 |
|
SPY, MSFT, AAPL, IJR, AMZN
|
13F-HR |
3/15/2018, 02:14 PM |