Q3 2024 |
750 |
$1.69B |
+$137M |
-$92M |
+$45.2M |
AAPL, NVDA, SPY, MSFT, SPYG
|
13F-HR |
10/25/2024, 11:28 AM |
Q2 2024 |
716 |
$1.58B |
+$194M |
-$275M |
-$81.6M |
AAPL, NVDA, SPY, MSFT, SPYG
|
13F-HR |
7/26/2024, 06:53 PM |
Q1 2024 |
754 |
$1.66B |
+$206M |
-$108M |
+$98.7M |
SPY, AAPL, MSFT, NVDA, VUG
|
13F-HR |
5/1/2024, 11:25 AM |
Q4 2023 |
723 |
$1.47B |
+$206M |
-$169M |
+$37M |
AAPL, MSFT, SPY, VUG, NVDA
|
13F-HR |
2/8/2024, 03:58 PM |
Q3 2023 |
692 |
$1.29B |
+$101M |
-$66.2M |
+$34.4M |
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 |
+$157M |
-$229M |
-$71.2M |
AAPL, MSFT, FVD, VTI, FTCS
|
13F-HR |
5/11/2023, 11:54 AM |
Q4 2022 |
748 |
$1.3B |
+$302M |
-$138M |
+$164M |
AAPL, SPY, MSFT, FVD, VTI
|
13F-HR |
2/14/2023, 05:46 PM |
Q3 2022 |
741 |
$1.02B |
+$147M |
-$225M |
-$77.9M |
AAPL, MSFT, FVD, VUG, FTCS
|
13F-HR |
11/14/2022, 11:47 AM |
Q2 2022 |
683 |
$1.23B |
+$171M |
-$221M |
-$50.7M |
AAPL, MSFT, SPY, GLD, FVD
|
13F-HR |
8/11/2022, 06:19 PM |
Q1 2022 |
725 |
$1.51B |
+$368M |
-$141M |
+$227M |
AAPL, SPY, MSFT, GLD, VTI
|
13F-HR |
5/10/2022, 06:31 PM |
Q4 2021 |
759 |
$1.32B |
+$123M |
-$229M |
-$106M |
MSFT, FVD, AMZN, VTV, GLD
|
13F-HR |
2/11/2022, 06:25 PM |
Q3 2021 |
736 |
$1.39B |
+$187M |
-$137M |
+$50.2M |
AAPL, MSFT, VTI, AMZN, GLD
|
13F-HR |
11/3/2021, 06:00 PM |
Q2 2021 |
718 |
$1.36B |
+$178M |
-$183M |
-$5.06M |
AAPL, MSFT, SPLG, QQQ, AMZN
|
13F-HR |
8/3/2021, 01:38 PM |
Q1 2021 |
730 |
$1.28B |
+$122M |
-$226M |
-$104M |
AAPL, MSFT, SPLG, QQQ, AMZN
|
13F-HR |
5/10/2021, 04:34 PM |
Q4 2020 |
709 |
$1.34B |
+$283M |
-$159M |
+$123M |
AAPL, SPLG, MSFT, SLV, QQQ
|
13F-HR |
2/12/2021, 02:32 PM |
Q3 2020 |
616 |
$1.15B |
+$299M |
-$127M |
+$171M |
AAPL, SPY, MSFT, SPLG, SCHZ
|
13F-HR |
11/4/2020, 01:11 PM |
Q2 2020 |
589 |
$939M |
+$212M |
-$85.5M |
+$126M |
AAPL, SPY, MSFT, VGSH, SCHO
|
13F-HR |
8/14/2020, 11:37 AM |
Q1 2020 |
472 |
$665M |
+$99.5M |
-$143M |
-$43.8M |
AAPL, MSFT, SCHO, GLD, EDV
|
13F-HR |
4/28/2020, 06:32 PM |
Q4 2019 |
506 |
$911M |
+$95.8M |
-$106M |
-$9.66M |
IVV, VTI, AAPL, QQQ, MSFT
|
13F-HR |
2/12/2020, 05:58 PM |
Q3 2019 |
479 |
$867M |
+$83M |
-$77.2M |
+$5.85M |
IVV, VTI, QQQ, AAPL, SPY
|
13F-HR |
11/12/2019, 05:49 PM |
Q2 2019 |
463 |
$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 |
-$81.1M |
-$7.5M |
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 |
501 |
$892M |
+$93.1M |
-$62.7M |
+$30.4M |
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 |