Q3 2024 |
40 |
$139M |
+$765K |
-$1M |
-$236K |
NVDA, VOO, IQLT, VUG, AAPL
|
13F-HR |
10/4/2024, 10:20 AM |
Q2 2024 |
41 |
$122M |
+$32.1M |
-$1.62M |
+$30.5M |
NVDA, VOO, VUG, AAPL, VTV
|
13F-HR |
7/12/2024, 04:04 PM |
Q1 2024 |
42 |
$101M |
+$7.19M |
-$3.24M |
+$3.95M |
NVDA, AAPL, MSFT, WK, GOOGL
|
13F-HR |
4/11/2024, 01:38 PM |
Q4 2023 |
42 |
$86.7M |
+$526K |
-$20M |
-$19.4M |
NVDA, AAPL, WK, MSFT, GOOGL
|
13F-HR |
1/9/2024, 12:18 PM |
Q3 2023 |
52 |
$99.1M |
+$5.71M |
-$3.09M |
+$2.62M |
NVDA, AAPL, WK, GOOGL, MSFT
|
13F-HR |
10/10/2023, 09:56 AM |
Q2 2023 |
52 |
$98.2M |
+$7.2M |
-$4.64M |
+$2.55M |
NVDA, AAPL, WK, MSFT, TMO
|
13F-HR |
7/11/2023, 09:39 AM |
Q1 2023 |
51 |
$87.2M |
+$16.3M |
-$6.09M |
+$10.2M |
AAPL, WK, NVDA, TMO, MSFT
|
13F-HR |
4/11/2023, 01:18 PM |
Q4 2022 |
47 |
$69M |
+$11.9M |
-$2.7M |
+$9.19M |
AAPL, WK, TMO, MSFT, CFR
|
13F-HR |
1/13/2023, 07:46 AM |
Q3 2022 |
40 |
$56M |
+$2.99M |
-$14M |
-$11M |
AAPL, WK, TMO, MSFT, GOOGL
|
13F-HR |
10/11/2022, 10:01 AM |
Q2 2022 |
48 |
$73.1M |
+$3.78M |
-$67.2M |
-$63.5M |
AAPL, TMO, NVDA, WK, MSFT
|
13F-HR |
7/11/2022, 02:27 PM |
Q1 2022 |
84 |
$160M |
+$25.3M |
-$48.4M |
-$23.1M |
NVDA, WK, AAPL, MINT, TMO
|
13F-HR |
4/11/2022, 01:24 PM |
Q4 2021 |
93 |
$193M |
+$19.6M |
-$16.5M |
+$3.07M |
NVDA, WK, AAPL, TMO, MSFT
|
13F-HR |
1/19/2022, 11:25 AM |
Q3 2021 |
87 |
$174M |
+$18.6M |
-$28.5M |
-$9.91M |
WK, NVDA, AAPL, PYPL, TMO
|
13F-HR |
11/1/2021, 10:15 AM |
Q2 2021 |
96 |
$190M |
+$27.5M |
-$3.25M |
+$24.2M |
WK, NVDA, PYPL, VGSH, AAPL
|
13F-HR |
7/26/2021, 10:11 AM |
Q1 2021 |
83 |
$151M |
+$22.9M |
-$31.6M |
-$8.75M |
WK, VGSH, PYPL, AAPL, NVDA
|
13F-HR |
5/10/2021, 12:39 PM |
Q4 2020 |
89 |
$157M |
+$35M |
-$14.7M |
+$20.3M |
WK, VGSH, AAPL, PYPL, AMZN
|
13F-HR |
2/2/2021, 10:52 AM |
Q3 2020 |
69 |
$124M |
+$26.5M |
-$13.3M |
+$13.1M |
VGSH, AAPL, NVDA, TMO, ADBE
|
13F-HR |
11/12/2020, 09:49 AM |
Q2 2020 |
59 |
$108M |
+$32M |
-$8.45M |
+$23.5M |
VGSH, BRKB, SHY, AAPL, WK
|
13F-HR |
7/29/2020, 08:53 AM |
Q1 2020 |
55 |
$71M |
+$6.86M |
-$31.7M |
-$24.9M |
VGSH, AAPL, ADBE, TMO, BAX
|
13F-HR |
5/8/2020, 11:08 AM |
Q4 2019 |
82 |
$103M |
+$16.3M |
-$3.58M |
+$12.8M |
VGSH, WK, MA, TMO, AAPL
|
Restatement |
3/5/2020, 10:31 AM |
Q3 2019 |
69 |
$85.3M |
+$6.68M |
-$14.1M |
-$7.46M |
VGSH, WK, MA, TMO, BAX
|
Restatement |
11/12/2019, 09:55 AM |
Q2 2019 |
67 |
$94.9M |
+$7.76M |
-$8.58M |
-$817K |
VGSH, WK, MA, TMO, ADBE
|
13F-HR |
9/20/2019, 04:41 PM |
Q1 2019 |
67 |
$90.9M |
+$23.7M |
-$16.3M |
+$7.34M |
VGSH, WK, TMO, MA, ADBE
|
13F-HR |
11/14/2019, 09:52 AM |
Q4 2018 |
71 |
$69.7M |
+$2.18M |
-$19.8M |
-$17.6M |
WK, ADBE, MA, AMZN, JNJ
|
13F-HR |
11/14/2019, 09:48 AM |
Q3 2018 |
83 |
$104M |
+$11.1M |
-$22M |
-$10.9M |
FLRN, WK, ADBE, NVDA, MA
|
13F-HR |
11/20/2019, 05:00 PM |
Q2 2018 |
90 |
$115M |
+$16.1M |
-$13.9M |
+$2.26M |
FLRN, WK, NVDA, ADBE, MA
|
13F-HR |
11/14/2019, 09:37 AM |
Q1 2018 |
93 |
$108M |
+$28.2M |
-$30.9M |
-$2.73M |
FLRN, WK, NVDA, ADBE, MA
|
13F-HR |
11/14/2019, 09:33 AM |
Q4 2017 |
100 |
$112M |
$0 |
$0 |
|
NVDA, ADBE, NOC, JNJ, MA
|
13F-HR |
11/18/2019, 07:22 PM |