Q3 2024 |
361 |
$517M |
+$33.2M |
-$48.1M |
-$14.9M |
AAPL, MSFT, JPM, GOOG, UNH
|
13F-HR |
11/14/2024, 12:06 PM |
Q2 2024 |
363 |
$500M |
+$17.6M |
-$77M |
-$59.4M |
MSFT, AAPL, GOOG, JPM, LLY
|
13F-HR |
8/16/2024, 02:11 PM |
Q1 2024 |
354 |
$558M |
+$11.3M |
-$66.9M |
-$55.7M |
MSFT, AAPL, JPM, GOOG, LLY
|
13F-HR |
5/15/2024, 11:22 AM |
Q4 2023 |
364 |
$583M |
+$13.3M |
-$136M |
-$123M |
AAPL, MSFT, JPM, UNH, LLY
|
13F-HR |
2/14/2024, 03:04 PM |
Q3 2023 |
377 |
$648M |
+$47.6M |
-$58.5M |
-$10.9M |
AAPL, MSFT, JPM, LLY, UNH
|
13F-HR |
10/19/2023, 11:03 AM |
Q2 2023 |
363 |
$682M |
+$15.9M |
-$118M |
-$102M |
AAPL, MSFT, JPM, JNJ, UNH
|
13F-HR |
7/27/2023, 12:35 PM |
Q1 2023 |
482 |
$749M |
+$32.1M |
-$82.8M |
-$50.7M |
AAPL, MSFT, JPM, XOM, PEP
|
13F-HR |
4/18/2023, 12:45 PM |
Q4 2022 |
397 |
$786M |
+$115M |
-$15M |
+$99.7M |
MSFT, JPM, AAPL, XOM, UNH
|
13F-HR |
1/31/2023, 01:39 PM |
Q3 2022 |
437 |
$627M |
+$238M |
-$5.03M |
+$233M |
AAPL, MSFT, UNH, LLY, JNJ
|
13F-HR |
10/18/2022, 11:02 AM |
Q2 2022 |
426 |
$423M |
+$93.5M |
-$1.27M |
+$92.2M |
AAPL, MSFT, UNH, LLY, JNJ
|
13F-HR |
8/1/2022, 10:46 AM |
Q1 2022 |
421 |
$374M |
+$47.7M |
-$191M |
-$143M |
AAPL, MSFT, UNH, GOOGL, LLY
|
13F-HR |
5/10/2022, 01:01 PM |
Q4 2021 |
433 |
$493M |
+$15.8M |
-$14.3M |
+$1.51M |
IWM, MSFT, SPY, JPM, AAPL
|
13F-HR |
2/11/2022, 01:04 PM |
Q3 2021 |
97 |
$470M |
+$45.9M |
-$6.84M |
+$39M |
IWM, JPM, GLD, SPY, EFA
|
13F-HR |
11/5/2021, 12:52 PM |
Q2 2021 |
73 |
$430M |
+$65.2M |
-$6.69M |
+$58.5M |
IWM, SPY, IYR, EFA, GLD
|
13F-HR |
8/5/2021, 11:02 AM |
Q1 2021 |
71 |
$352M |
+$38.6M |
-$44.6M |
-$5.99M |
IWM, SPY, EFA, MS, JPM
|
13F-HR |
5/13/2021, 10:57 AM |
Q4 2020 |
64 |
$334M |
+$25.2M |
-$15.2M |
+$9.98M |
IWM, GLD, IYR, EFA, MS
|
13F-HR |
2/12/2021, 12:14 PM |
Q3 2020 |
61 |
$294M |
+$5.97M |
-$39.5M |
-$33.5M |
IWM, GLD, IYR, EFA, AAPL
|
13F-HR |
10/9/2020, 11:40 AM |
Q2 2020 |
61 |
$320M |
+$8.78M |
-$17.5M |
-$8.68M |
GLD, IWM, AAPL, MSFT, IYR
|
13F-HR |
7/13/2020, 12:12 PM |
Q1 2020 |
65 |
$286M |
+$199M |
$0 |
+$199M |
GLD, IWM, MSFT, EFA, IYR
|
13F-HR |
6/9/2020, 12:36 PM |
Q4 2019 |
47 |
$109M |
$0 |
$0 |
|
AAPL, JPM, MSFT, AMGN, SYY
|
13F-HR |
6/5/2020, 11:15 AM |