Q1 2024 |
88 |
$197M |
+$27.5M |
-$23.6M |
+$3.88M |
MSFT, GOOG, BRKB, V, VRTX
|
13F-HR |
5/10/2024, 11:06 AM |
Q4 2023 |
84 |
$172M |
+$38M |
-$42.7M |
-$4.66M |
AAPL, GOOG, MSFT, VRTX, ROST
|
13F-HR |
2/7/2024, 10:36 AM |
Q3 2023 |
80 |
$161M |
+$28.1M |
-$23.8M |
+$4.3M |
EFA, SPY, GOOG, AAPL, MSFT
|
Restatement |
2/6/2024, 01:35 PM |
Q2 2023 |
76 |
$159M |
+$12.7M |
-$14.2M |
-$1.55M |
EFA, AAPL, SPY, MSFT, GOOG
|
Restatement |
2/6/2024, 12:36 PM |
Q1 2023 |
72 |
$149M |
+$35.5M |
-$37.7M |
-$2.23M |
EFA, AAPL, MSFT, GOOG, SPY
|
Restatement |
2/6/2024, 12:31 PM |
Q4 2022 |
66 |
$145M |
+$11.7M |
-$4.52M |
+$7.18M |
RSP, IWM, BRKB, BMY, EFA
|
Restatement |
2/6/2024, 12:21 PM |
Q3 2022 |
54 |
$126M |
+$36.9M |
-$16.8M |
+$20.1M |
RSP, VUG, IWM, GOOG, AAPL
|
13F-HR |
11/9/2022, 09:59 AM |
Q2 2022 |
53 |
$119M |
+$29.3M |
-$25.9M |
+$3.42M |
RSP, SPYV, GOOG, BMY, AAPL
|
13F-HR |
8/11/2022, 09:53 AM |
Q1 2022 |
62 |
$136M |
+$36.4M |
-$72.3M |
-$35.9M |
RSP, SPYV, GOOG, AAPL, BRKB
|
13F-HR |
5/12/2022, 04:27 PM |
Q4 2021 |
64 |
$178M |
+$27.9M |
-$35.6M |
-$7.73M |
RSP, GOOG, AAPL, MSFT, QQQ
|
13F-HR |
2/14/2022, 12:49 PM |
Q3 2021 |
66 |
$162M |
+$32.5M |
-$36.6M |
-$4.07M |
RSP, GOOG, QQQ, MSFT, AAPL
|
13F-HR |
11/12/2021, 09:40 AM |
Q2 2021 |
72 |
$169M |
+$36.4M |
-$32.7M |
+$3.74M |
RSP, GOOG, QQQ, MSFT, AAPL
|
13F-HR |
8/10/2021, 10:15 AM |
Q1 2021 |
62 |
$152M |
+$51.8M |
-$54.8M |
-$3.02M |
RSP, GOOG, CMCSA, ROST, MSFT
|
13F-HR |
5/11/2021, 03:24 PM |
Q4 2020 |
65 |
$149M |
+$50.1M |
-$40.9M |
+$9.23M |
RSP, AAPL, GOOG, ROST, ABT
|
13F-HR |
2/16/2021, 04:57 PM |
Q3 2020 |
58 |
$129M |
+$35.6M |
-$42.3M |
-$6.71M |
GOOG, V, ABT, BMY, ROST
|
13F-HR |
11/13/2020, 01:33 PM |
Q2 2020 |
64 |
$129M |
+$39.8M |
-$31.1M |
+$8.72M |
INTC, GOOG, MSFT, UNH, AAPL
|
13F-HR |
8/3/2020, 05:25 PM |
Q1 2020 |
72 |
$104M |
+$24M |
-$20.3M |
+$3.66M |
ROST, MSFT, GLD, ABT, BRKB
|
13F-HR |
4/23/2020, 04:12 PM |
Q4 2019 |
74 |
$120M |
+$19.6M |
-$12.1M |
+$7.51M |
ROST, ABT, GOOG, BRKB, V
|
13F-HR |
2/4/2020, 04:24 PM |
Q3 2019 |
72 |
$105M |
+$10.3M |
-$19.7M |
-$9.4M |
ROST, ABT, GOOG, GLD, V
|
13F-HR |
11/12/2019, 09:53 AM |
Q2 2019 |
75 |
$111M |
+$19.3M |
-$18.2M |
+$1.13M |
ROST, ABT, V, EPD, GOOG
|
13F-HR |
7/30/2019, 05:42 PM |
Q1 2019 |
75 |
$107M |
+$16.6M |
-$22.3M |
-$5.63M |
ROST, ABT, V, IVV, GOOG
|
13F-HR |
5/15/2019, 02:31 PM |
Q4 2018 |
75 |
$100M |
+$26.2M |
-$21.5M |
+$4.76M |
ROST, ABT, AMGN, GOOGL, IVV
|
13F-HR |
3/13/2019, 08:04 AM |
Q3 2018 |
75 |
$108M |
$0 |
$0 |
|
ROST, IVV, GOOGL, AMGN, EPD
|
13F-HR |
3/13/2019, 07:24 AM |