Q3 2024 |
127 |
$199M |
+$5.43M |
-$1.88M |
+$3.55M |
MSFT, AAPL, NVDA, VUG, JPM
|
13F-HR |
11/8/2024, 02:52 PM |
Q2 2024 |
127 |
$187M |
+$13.8M |
-$4.38M |
+$9.4M |
MSFT, AAPL, NVDA, GOOGL, JPM
|
13F-HR |
8/9/2024, 03:59 PM |
Q1 2024 |
125 |
$181M |
+$5.74M |
-$3.6M |
+$2.14M |
MSFT, AAPL, NVDA, JPM, VUG
|
13F-HR |
5/13/2024, 10:55 AM |
Q4 2023 |
113 |
$166M |
+$5.69M |
-$4.83M |
+$856K |
MSFT, AAPL, JPM, VUG, GOOGL
|
13F-HR |
2/9/2024, 12:24 PM |
Q3 2023 |
114 |
$149M |
+$3.97M |
-$4.75M |
-$776K |
MSFT, AAPL, JPM, GOOGL, VUG
|
13F-HR |
11/13/2023, 11:30 AM |
Q2 2023 |
113 |
$156M |
+$1.48M |
-$4.57M |
-$3.09M |
MSFT, AAPL, JPM, VUG, GOOGL
|
13F-HR |
8/14/2023, 01:26 PM |
Q1 2023 |
112 |
$149M |
+$1.56M |
-$6.32M |
-$4.76M |
MSFT, AAPL, JPM, VUG, GOOGL
|
13F-HR |
5/15/2023, 11:59 AM |
Q4 2022 |
112 |
$146M |
+$1.88M |
-$10.4M |
-$8.55M |
MSFT, AAPL, JPM, MRK, BAC
|
13F-HR |
2/9/2023, 11:07 AM |
Q3 2022 |
111 |
$140M |
+$6.11M |
-$15.1M |
-$8.96M |
MSFT, AAPL, VUG, GOOGL, JPM
|
13F-HR |
11/14/2022, 03:28 PM |
Q2 2022 |
123 |
$165M |
+$3.67M |
-$4.02M |
-$352K |
MSFT, AAPL, JPM, GOOGL, VUG
|
13F-HR |
8/9/2022, 03:47 PM |
Q1 2022 |
132 |
$205M |
+$5.98M |
-$7.97M |
-$1.99M |
MSFT, AAPL, RUBY, JPM, GOOGL
|
13F-HR |
5/12/2022, 02:07 PM |
Q4 2021 |
134 |
$224M |
+$4M |
-$6.07M |
-$2.07M |
MSFT, RUBY, AAPL, JPM, NKE
|
13F-HR |
2/15/2022, 10:57 AM |
Q3 2021 |
134 |
$220M |
+$5.31M |
-$3.26M |
+$2.05M |
RUBY, MSFT, AAPL, JPM, NKE
|
13F-HR |
11/4/2021, 04:03 PM |
Q2 2021 |
132 |
$229M |
+$2.46M |
-$2.07M |
+$389K |
RUBY, MSFT, AAPL, JPM, NKE
|
13F-HR |
8/5/2021, 02:12 PM |
Q1 2021 |
133 |
$220M |
+$30.8M |
-$3.61M |
+$27.2M |
RUBY, MSFT, AAPL, JPM, INTC
|
13F-HR |
5/13/2021, 11:06 AM |
Q4 2020 |
128 |
$172M |
+$4.91M |
-$5.02M |
-$115K |
MSFT, AAPL, JPM, NKE, VUG
|
13F-HR |
2/11/2021, 09:28 AM |
Q3 2020 |
119 |
$153M |
+$8.95M |
-$1.98M |
+$6.98M |
MSFT, AAPL, NKE, INTC, JPM
|
13F-HR |
10/26/2020, 03:39 PM |
Q2 2020 |
117 |
$143M |
+$3.14M |
-$2.23M |
+$910K |
MSFT, AAPL, INTC, JPM, NKE
|
13F-HR |
7/22/2020, 02:51 PM |
Q1 2020 |
108 |
$120M |
+$4.87M |
-$8.58M |
-$3.71M |
MSFT, AAPL, INTC, JPM, NKE
|
13F-HR |
5/12/2020, 11:29 AM |
Q4 2019 |
123 |
$157M |
+$9.46M |
-$2.73M |
+$6.73M |
MSFT, JPM, AAPL, RUBY, INTC
|
13F-HR |
2/12/2020, 12:08 PM |
Q3 2019 |
116 |
$139M |
+$3.74M |
-$3.67M |
+$76.3K |
MSFT, JPM, AAPL, INTC, NKE
|
13F-HR |
11/13/2019, 11:29 AM |
Q2 2019 |
117 |
$137M |
+$9.83M |
-$3.2M |
+$6.63M |
MSFT, JPM, CSCO, AAPL, INTC
|
13F-HR |
8/8/2019, 04:25 PM |
Q1 2019 |
105 |
$128M |
+$3.75M |
-$1.72M |
+$2.02M |
MSFT, JPM, INTC, CSCO, NKE
|
13F-HR |
5/15/2019, 04:10 PM |
Q4 2018 |
100 |
$113M |
+$2.13M |
-$7.17M |
-$5.04M |
MSFT, JPM, INTC, CSCO, NKE
|
13F-HR |
2/7/2019, 05:02 PM |
Q3 2018 |
110 |
$134M |
+$4.12M |
-$4.25M |
-$124K |
MSFT, JPM, AAPL, CSCO, INTC
|
13F-HR |
11/9/2018, 04:52 PM |
Q2 2018 |
107 |
$125M |
+$4.46M |
-$5.47M |
-$1M |
MSFT, JPM, INTC, AAPL, BAC
|
13F-HR |
8/9/2018, 04:36 PM |
Q1 2018 |
105 |
$124M |
+$3.88M |
-$1.39M |
+$2.49M |
MSFT, JPM, INTC, BAC, CSCO
|
13F-HR |
5/2/2018, 05:22 PM |
Q4 2017 |
98 |
$125M |
+$3.5M |
-$2.57M |
+$931K |
MSFT, JPM, BAC, INTC, AAPL
|
13F-HR |
2/12/2018, 05:37 PM |
Q3 2017 |
95 |
$120M |
+$3.2M |
-$2.03M |
+$1.17M |
JPM, MSFT, BAC, JNJ, INTC
|
13F-HR |
10/25/2017, 11:23 AM |
Q2 2017 |
96 |
$112M |
$0 |
$0 |
|
JPM, MSFT, BAC, JNJ, AAPL
|
13F-HR |
8/11/2017, 11:06 AM |