Q3 2024 |
78 |
$383M |
+$4.44M |
-$3.6M |
+$835K |
TJX, IVV, AAPL, IGSB, AMZN
|
13F-HR |
10/24/2024, 04:47 PM |
Q2 2024 |
73 |
$359M |
+$3.17M |
-$10.7M |
-$7.57M |
TJX, IVV, AAPL, IGSB, AMZN
|
13F-HR |
8/2/2024, 02:07 PM |
Q1 2024 |
69 |
$342M |
+$6.48M |
-$15.2M |
-$8.7M |
TJX, IVV, AAPL, IGSB, AMZN
|
13F-HR |
4/22/2024, 10:27 AM |
Q4 2023 |
66 |
$326M |
+$25.4M |
-$4.61M |
+$20.8M |
TJX, IVV, IGSB, AAPL, SUB
|
13F-HR |
1/29/2024, 09:22 AM |
Q3 2023 |
61 |
$287M |
+$6.03M |
-$12.3M |
-$6.24M |
TJX, IVV, IGSB, AAPL, SUB
|
13F-HR |
10/30/2023, 10:17 AM |
Q2 2023 |
62 |
$283M |
+$4.27M |
-$1.91M |
+$2.35M |
TJX, IVV, AAPL, SUB, IGSB
|
13F-HR |
7/31/2023, 12:38 PM |
Q1 2023 |
59 |
$260M |
+$2.47M |
-$36.6M |
-$34.1M |
TJX, IVV, SUB, AAPL, IGSB
|
13F-HR |
5/1/2023, 05:05 PM |
Q4 2022 |
69 |
$294M |
+$36.6M |
-$2.15M |
+$34.4M |
TJX, GVI, IVV, IWD, SUB
|
13F-HR |
1/31/2023, 12:07 PM |
Q3 2022 |
55 |
$210M |
+$37.8M |
-$16.1M |
+$21.7M |
TJX, IVV, SUB, AAPL, IGSB
|
13F-HR |
11/14/2022, 12:27 PM |
Q2 2022 |
62 |
$186M |
+$22.3M |
-$6.14M |
+$16.2M |
TJX, EFV, SUB, IVV, AAPL
|
13F-HR |
8/12/2022, 09:33 AM |
Q1 2022 |
59 |
$191M |
+$24.9M |
-$27.3M |
-$2.44M |
TJX, IVV, AAPL, IGSB, SUB
|
13F-HR |
5/11/2022, 03:57 PM |
Q4 2021 |
74 |
$217M |
+$13.1M |
-$41.7M |
-$28.5M |
TJX, IVV, SUB, MUB, AAPL
|
13F-HR |
2/11/2022, 10:31 AM |
Q3 2021 |
69 |
$217M |
+$201M |
-$133M |
+$67.8M |
TJX, SUB, MUB, IVV, AAPL
|
Restatement |
11/23/2021, 06:42 AM |
Q2 2021 |
96 |
$149M |
+$138M |
-$172M |
-$34.1M |
PDBC, IEF, MTUM, TIP, GLD
|
Restatement |
8/16/2021, 03:50 PM |
Q1 2021 |
27 |
$182M |
+$3.99M |
-$3.68M |
+$303K |
TJX, IVV, AAPL, AMZN, MSFT
|
13F-HR |
5/17/2021, 07:56 AM |
Q4 2020 |
30 |
$154M |
+$609K |
-$411K |
+$198K |
TJX, IVV, AAPL, AMZN, SUB
|
13F-HR |
2/11/2021, 05:15 PM |
Q3 2020 |
29 |
$157M |
+$2.1M |
-$703K |
+$1.4M |
TJX, IVV, AAPL, AMZN, MSFT
|
13F-HR |
11/13/2020, 03:31 PM |
Q2 2020 |
25 |
$145M |
+$5.21M |
-$1.25M |
+$3.96M |
TJX, IVV, AMZN, SUB, MSFT
|
13F-HR |
8/13/2020, 07:54 PM |
Q1 2020 |
26 |
$5.92M |
$0 |
$0 |
|
AAPL, AMZN, MSFT, PYPL, VZ
|
13F-HR |
5/14/2020, 06:27 PM |
Q4 2019 |
26 |
$163M |
+$2.75M |
-$888K |
+$1.87M |
TJX, IVV, AAPL, AMZN, BRKB
|
13F-HR |
2/12/2020, 03:42 PM |
Q3 2019 |
23 |
$147M |
+$2.09M |
-$1.02M |
+$1.06M |
TJX, IVV, AAPL, AMZN, BRKB
|
13F-HR |
11/5/2019, 02:57 PM |
Q2 2019 |
20 |
$139M |
+$2.85M |
-$4.6M |
-$1.75M |
TJX, IVV, AMZN, AAPL, BRKB
|
13F-HR |
8/13/2019, 05:49 PM |
Q1 2019 |
125 |
$141M |
+$9.44M |
-$11.2M |
-$1.71M |
TJX, IVV, AMZN, AAPL, BRKB
|
13F-HR |
5/14/2019, 09:56 PM |
Q4 2018 |
10 |
$120M |
$0 |
$0 |
|
TJX, IVV, BRKB, AAPL, VWO
|
13F-HR |
2/14/2019, 09:21 PM |