Q3 2024 |
975 |
$2.31B |
+$259M |
-$140M |
+$119M |
NVDA, AAPL, MSFT, JPST, VTV
|
13F-HR |
10/15/2024, 12:30 PM |
Q2 2024 |
956 |
$2.11B |
+$476M |
-$242M |
+$234M |
NVDA, AAPL, MSFT, VTV, JPST
|
13F-HR |
8/7/2024, 04:35 PM |
Q1 2024 |
896 |
$1.92B |
+$257M |
-$184M |
+$72.7M |
NVDA, AAPL, MSFT, IWY, IQLT
|
13F-HR |
5/14/2024, 04:06 PM |
Q4 2023 |
881 |
$1.72B |
+$422M |
-$95.4M |
+$327M |
AAPL, NVDA, MSFT, IWY, IQLT
|
13F-HR |
2/14/2024, 12:22 PM |
Q3 2023 |
817 |
$1.28B |
+$305M |
-$79M |
+$226M |
AAPL, MSFT, IWY, IQLT, SPY
|
13F-HR |
11/3/2023, 04:49 PM |
Q2 2023 |
788 |
$1.09B |
+$60.2M |
-$616M |
-$555M |
AAPL, MSFT, IWY, SPY, NVDA
|
13F-HR |
8/11/2023, 10:43 AM |
Q1 2023 |
863 |
$1.57B |
+$597M |
-$62.4M |
+$535M |
AAPL, VOO, MSFT, IQLT, BSCQ
|
13F-HR |
5/8/2023, 04:51 PM |
Q4 2022 |
736 |
$998M |
+$85.2M |
-$68.1M |
+$17.1M |
AAPL, MSFT, IWY, DGRO, IYK
|
13F-HR |
1/25/2023, 02:10 PM |
Q3 2022 |
716 |
$492M |
+$78.9M |
-$30M |
+$48.9M |
JPST, AMZN, SPY, TPL, VOO
|
13F-HR |
11/14/2022, 09:36 AM |
Q2 2022 |
644 |
$723M |
+$67.9M |
-$130M |
-$62.1M |
AAPL, MSFT, SPY, PG, AMZN
|
13F-HR |
8/10/2022, 03:35 PM |
Q1 2022 |
674 |
$917M |
+$90.8M |
-$68.4M |
+$22.4M |
AAPL, MSFT, SPY, AMZN, VOO
|
13F-HR |
5/13/2022, 03:00 PM |
Q4 2021 |
665 |
$953M |
+$182M |
-$19.5M |
+$162M |
AAPL, MSFT, VOO, JPM, AMZN
|
13F-HR |
2/9/2022, 09:14 AM |
Q3 2021 |
604 |
$754M |
+$86.3M |
-$52.6M |
+$33.6M |
AAPL, MSFT, VOO, AMZN, JPM
|
13F-HR |
11/9/2021, 09:50 AM |
Q2 2021 |
590 |
$706M |
+$123M |
-$27.4M |
+$95.6M |
AAPL, MSFT, AMZN, VOO, JPM
|
13F-HR |
7/29/2021, 01:39 PM |
Q1 2021 |
550 |
$573M |
+$102M |
-$26.6M |
+$75.3M |
AAPL, MSFT, AMZN, VOO, TPL
|
13F-HR |
4/29/2021, 11:57 AM |
Q4 2020 |
494 |
$476M |
+$52M |
-$38M |
+$13.9M |
AAPL, AMZN, MSFT, VOO, FV
|
13F-HR |
1/22/2021, 03:12 PM |
Q3 2020 |
467 |
$411M |
+$56.6M |
-$35.7M |
+$20.9M |
AAPL, AMZN, MSFT, VOO, FV
|
13F-HR |
10/30/2020, 11:40 AM |
Q2 2020 |
454 |
$375M |
+$52.8M |
-$21.7M |
+$31.2M |
MSFT, AAPL, AMZN, VOO, FV
|
13F-HR |
8/12/2020, 09:26 AM |
Q1 2020 |
395 |
$294M |
+$35.4M |
-$53.2M |
-$17.9M |
MSFT, AAPL, AMZN, GBIL, VOO
|
13F-HR |
4/17/2020, 01:44 PM |
Q4 2019 |
441 |
$383M |
+$43.3M |
-$34M |
+$9.25M |
MSFT, AAPL, VOO, JPM, GBIL
|
13F-HR |
1/16/2020, 02:47 PM |
Q3 2019 |
438 |
$348M |
+$57.6M |
-$21.2M |
+$36.4M |
MSFT, GBIL, AAPL, JPM, VOO
|
13F-HR |
10/10/2019, 03:14 PM |
Q2 2019 |
406 |
$310M |
+$25.6M |
-$31.6M |
-$6.09M |
MSFT, JPM, AMZN, AAPL, GBIL
|
13F-HR |
7/16/2019, 04:37 PM |
Q1 2019 |
419 |
$307M |
+$89.5M |
-$41.9M |
+$47.6M |
MSFT, GBIL, SCHW, AAPL, JPM
|
13F-HR |
4/9/2019, 04:03 PM |
Q4 2018 |
1,796 |
$233M |
+$63M |
-$13M |
+$50M |
SCHW, MSFT, AAPL, JPM, FV
|
13F-HR |
1/24/2019, 02:52 PM |
Q3 2018 |
357 |
$214M |
+$47M |
-$64.1M |
-$17M |
SCHW, AAPL, MSFT, FV, JPM
|
13F-HR |
10/9/2018, 08:15 AM |
Q1 2018 |
1,782 |
$217M |
+$25.6M |
-$22M |
+$3.53M |
SCHW, MSFT, JPM, FV, AAPL
|
13F-HR |
5/15/2018, 05:03 PM |
Q4 2017 |
1,724 |
$216M |
$0 |
$0 |
|
JPM, MSFT, AAPL, FV, META
|
13F-HR |
2/16/2018, 04:37 PM |