Q2 2024 |
716 |
$1.58B |
+$199M |
-$278M |
-$78.1M |
AAPL, NVDA, SPY, MSFT, SPYG
|
13F-HR |
7/26/2024, 06:53 PM |
Q1 2024 |
754 |
$1.67B |
+$212M |
-$114M |
+$97.9M |
SPY, AAPL, MSFT, NVDA, VUG
|
13F-HR |
5/1/2024, 11:25 AM |
Q4 2023 |
723 |
$1.47B |
+$209M |
-$172M |
+$36M |
AAPL, MSFT, SPY, VUG, NVDA
|
13F-HR |
2/8/2024, 03:58 PM |
Q3 2023 |
692 |
$1.3B |
+$106M |
-$66.2M |
+$39.8M |
AAPL, MSFT, NVDA, VTI, FTCS
|
13F-HR |
10/27/2023, 04:26 PM |
Q2 2023 |
692 |
$1.34B |
+$146M |
-$166M |
-$19.8M |
AAPL, MSFT, FVD, NVDA, VTI
|
13F-HR |
8/7/2023, 11:57 AM |
Q1 2023 |
735 |
$1.3B |
+$158M |
-$229M |
-$71.8M |
AAPL, MSFT, FVD, VTI, FTCS
|
13F-HR |
5/11/2023, 11:54 AM |
Q4 2022 |
748 |
$1.31B |
+$304M |
-$161M |
+$143M |
AAPL, SPY, MSFT, FVD, VTI
|
13F-HR |
2/14/2023, 05:46 PM |
Q3 2022 |
741 |
$1.06B |
+$168M |
-$227M |
-$59M |
AAPL, MSFT, FVD, VUG, FTCS
|
13F-HR |
11/14/2022, 11:47 AM |
Q2 2022 |
683 |
$1.23B |
+$171M |
-$221M |
-$50.6M |
AAPL, MSFT, SPY, GLD, FVD
|
13F-HR |
8/11/2022, 06:19 PM |
Q1 2022 |
723 |
$1.52B |
+$368M |
-$148M |
+$220M |
AAPL, SPY, MSFT, GLD, VTI
|
13F-HR |
5/10/2022, 06:31 PM |
Q4 2021 |
703 |
$1.33B |
+$131M |
-$229M |
-$98M |
MSFT, FVD, AMZN, VTV, GLD
|
13F-HR |
2/11/2022, 06:25 PM |
Q3 2021 |
715 |
$1.4B |
+$188M |
-$137M |
+$51.1M |
AAPL, MSFT, VTI, AMZN, GLD
|
13F-HR |
11/3/2021, 06:00 PM |
Q2 2021 |
677 |
$1.37B |
+$180M |
-$194M |
-$13.7M |
AAPL, MSFT, SPLG, QQQ, AMZN
|
13F-HR |
8/3/2021, 01:38 PM |
Q1 2021 |
691 |
$1.3B |
+$128M |
-$243M |
-$114M |
AAPL, MSFT, SPLG, QQQ, AMZN
|
13F-HR |
5/10/2021, 04:34 PM |
Q4 2020 |
674 |
$1.37B |
+$296M |
-$162M |
+$134M |
AAPL, SPLG, MSFT, SLV, QQQ
|
13F-HR |
2/12/2021, 02:32 PM |
Q3 2020 |
611 |
$1.15B |
+$300M |
-$135M |
+$165M |
AAPL, SPY, MSFT, SPLG, SCHZ
|
13F-HR |
11/4/2020, 01:11 PM |
Q2 2020 |
569 |
$950M |
+$223M |
-$90.7M |
+$132M |
AAPL, SPY, MSFT, VGSH, SCHO
|
13F-HR |
8/14/2020, 11:37 AM |
Q1 2020 |
468 |
$691M |
+$115M |
-$154M |
-$39.1M |
AAPL, MSFT, SCHO, SPY, GLD
|
13F-HR |
4/28/2020, 06:32 PM |
Q4 2019 |
504 |
$911M |
+$95.8M |
-$106M |
-$9.85M |
IVV, VTI, AAPL, QQQ, MSFT
|
13F-HR |
2/12/2020, 05:58 PM |
Q3 2019 |
472 |
$868M |
+$83.2M |
-$77.3M |
+$5.91M |
IVV, VTI, QQQ, AAPL, SPY
|
13F-HR |
11/12/2019, 05:49 PM |
Q2 2019 |
462 |
$859M |
+$113M |
-$79.8M |
+$33.1M |
IVV, VTI, QQQ, SPY, USMV
|
13F-HR |
8/8/2019, 03:18 PM |
Q1 2019 |
456 |
$803M |
+$73.6M |
-$81.6M |
-$7.97M |
IVV, QQQ, SPY, VLUE, AAPL
|
13F-HR |
5/15/2019, 06:22 PM |
Q4 2018 |
420 |
$732M |
+$85.5M |
-$136M |
-$50.4M |
IVV, SPY, QQQ, BND, VLUE
|
Restatement |
5/9/2019, 12:29 PM |
Q3 2018 |
498 |
$892M |
+$93.1M |
-$63M |
+$30.1M |
QQQ, IVV, VTI, SPY, AAPL
|
Restatement |
7/11/2019, 01:55 PM |
Q2 2018 |
486 |
$825M |
+$136M |
-$92.4M |
+$44M |
QQQ, VTI, SPY, AAPL, BND
|
13F-HR |
8/8/2018, 07:44 PM |
Q1 2018 |
483 |
$768M |
+$99.9M |
-$59M |
+$40.9M |
QQQ, VTI, SPY, BND, AAPL
|
13F-HR |
5/11/2018, 02:39 PM |
Q4 2017 |
501 |
$732M |
$0 |
$0 |
|
QQQ, VTI, SPY, BND, USMV
|
13F-HR |
2/14/2018, 07:22 PM |