Q3 2024 |
103 |
$217M |
+$12.1M |
-$6.75M |
+$5.31M |
HYGV, AAPL, MSFT, NFRA, NVDA
|
13F-HR |
11/1/2024, 01:39 PM |
Q2 2024 |
94 |
$200M |
+$15.6M |
-$6.32M |
+$9.29M |
HYGV, NVDA, AAPL, GOOGL, MSFT
|
13F-HR |
7/23/2024, 09:12 AM |
Q1 2024 |
95 |
$197M |
+$12.1M |
-$7.39M |
+$4.67M |
HYGV, GUNR, AAPL, NVDA, MSFT
|
13F-HR |
5/10/2024, 10:56 AM |
Q4 2023 |
90 |
$181M |
+$2.69M |
-$4.8M |
-$2.11M |
GUNR, HYGV, AAPL, XLK, MSFT
|
13F-HR |
2/13/2024, 12:41 PM |
Q3 2023 |
89 |
$167M |
+$2.74M |
-$4.95M |
-$2.2M |
GUNR, HYGV, AAPL, XLK, GOOGL
|
13F-HR |
10/27/2023, 01:51 PM |
Q2 2023 |
90 |
$176M |
+$4.03M |
-$8.99M |
-$4.96M |
HYGV, GUNR, AAPL, MSFT, NFRA
|
13F-HR |
8/7/2023, 03:53 PM |
Q1 2023 |
86 |
$171M |
+$6.76M |
-$6.35M |
+$410K |
HYGV, GUNR, AAPL, NFRA, MSFT
|
13F-HR |
5/12/2023, 03:46 PM |
Q4 2022 |
85 |
$163M |
+$5.67M |
-$5.99M |
-$318K |
HYGV, GUNR, AAPL, NFRA, VNQ
|
13F-HR |
2/10/2023, 03:59 PM |
Q3 2022 |
85 |
$150M |
+$9.84M |
-$5.59M |
+$4.26M |
HYGV, GUNR, AAPL, MSFT, VNQ
|
13F-HR |
11/10/2022, 10:45 AM |
Q2 2022 |
86 |
$161M |
+$10.6M |
-$8.9M |
+$1.65M |
HYGV, GUNR, AAPL, VNQ, MSFT
|
13F-HR |
8/5/2022, 02:44 PM |
Q1 2022 |
89 |
$189M |
+$13.8M |
-$5.43M |
+$8.36M |
HYGV, GUNR, VNQ, AAPL, MSFT
|
13F-HR |
5/9/2022, 03:21 PM |
Q4 2021 |
91 |
$186M |
+$23.3M |
-$10.7M |
+$12.6M |
HYGV, VNQ, AAPL, GUNR, MSFT
|
13F-HR |
2/11/2022, 11:24 AM |
Q3 2021 |
85 |
$158M |
+$13.8M |
-$3.82M |
+$10M |
VNQ, GNR, AAPL, MSFT, NFRA
|
13F-HR |
11/12/2021, 01:34 PM |
Q2 2021 |
84 |
$148M |
+$4.81M |
-$7.65M |
-$2.84M |
VNQ, AAPL, NFRA, GNR, MSFT
|
13F-HR |
7/26/2021, 01:26 PM |
Q1 2021 |
82 |
$142M |
+$3.05M |
-$10M |
-$6.97M |
VNQ, GNR, AAPL, NFRA, MSFT
|
13F-HR |
5/12/2021, 03:24 PM |
Q4 2020 |
80 |
$140M |
+$12.8M |
-$3.9M |
+$8.95M |
VNQ, AAPL, TFC, GNR, NFRA
|
13F-HR |
2/11/2021, 09:56 AM |
Q3 2020 |
78 |
$120M |
+$11.4M |
-$2.17M |
+$9.21M |
VNQ, AAPL, GNR, NFRA, MSFT
|
13F-HR |
11/10/2020, 02:17 PM |
Q2 2020 |
74 |
$106M |
+$15.6M |
-$20M |
-$4.45M |
VNQ, GNR, AAPL, MSFT, NFRA
|
13F-HR |
8/5/2020, 08:16 AM |
Q1 2020 |
71 |
$96.8M |
+$182K |
-$19.8M |
-$19.6M |
EFA, VNQ, AAPL, GNR, VWO
|
13F-HR |
5/8/2020, 08:14 AM |
Q4 2019 |
75 |
$148M |
+$7.37M |
-$3.28M |
+$4.09M |
EFA, VNQ, GNR, AAPL, VWO
|
13F-HR |
2/3/2020, 10:21 AM |
Q3 2019 |
77 |
$135M |
+$8.79M |
-$4.21M |
+$4.58M |
EFA, VNQ, GNR, VWO, JPM
|
13F-HR |
11/8/2019, 09:52 AM |
Q2 2019 |
76 |
$128M |
+$7.02M |
-$8.43M |
-$1.4M |
EFA, VNQ, GNR, VWO, JPM
|
13F-HR |
7/22/2019, 11:11 AM |
Q1 2019 |
78 |
$126M |
+$8.72M |
-$3.44M |
+$5.29M |
EFA, VNQ, GNR, VWO, GOOGL
|
13F-HR |
5/1/2019, 02:57 PM |
Q4 2018 |
75 |
$108M |
+$4.15M |
-$8.11M |
-$3.96M |
EFA, VNQ, VWO, GNR, KO
|
13F-HR |
2/11/2019, 11:37 AM |
Q3 2018 |
76 |
$127M |
+$6.5M |
-$4.29M |
+$2.21M |
EFA, VNQ, GNR, VWO, AAPL
|
13F-HR |
11/5/2018, 09:22 AM |
Q2 2018 |
70 |
$116M |
+$7.34M |
-$3.41M |
+$3.93M |
EFA, VNQ, VWO, GNR, KO
|
13F-HR |
8/9/2018, 12:49 PM |
Q1 2018 |
70 |
$110M |
+$3.3M |
-$6.83M |
-$3.52M |
EFA, VNQ, VWO, KO, JPM
|
13F-HR |
5/7/2018, 11:24 AM |
Q4 2017 |
72 |
$117M |
+$11.7M |
-$7.11M |
+$4.6M |
EFA, VNQ, KO, JPM, XLF
|
13F-HR |
2/7/2018, 11:25 AM |
Q3 2017 |
70 |
$107M |
+$5.2M |
-$9.47M |
-$4.28M |
VNQ, KO, JPM, XLF, IVW
|
13F-HR |
11/8/2017, 09:17 AM |
Q2 2017 |
71 |
$108M |
+$5.81M |
-$4.87M |
+$945K |
KO, EFA, VNQ, JPM, XLF
|
13F-HR |
7/31/2017, 08:55 AM |
Q1 2017 |
72 |
$105M |
+$8.57M |
-$4.78M |
+$3.79M |
KO, EFA, JPM, IVW, VNQ
|
13F-HR |
5/8/2017, 01:51 PM |
Q4 2016 |
68 |
$98M |
$0 |
$0 |
|
KO, JPM, XLF, VTV, EFA
|
13F-HR |
2/10/2017, 01:40 PM |