Q3 2024 |
540 |
$1.45B |
+$83.1M |
-$49.2M |
+$33.9M |
AAPL, MSFT, AMZN, NVDA, SPBO
|
13F-HR |
10/11/2024, 04:35 PM |
Q2 2024 |
518 |
$1.35B |
+$142M |
-$73.1M |
+$69.2M |
MSFT, AAPL, NVDA, AMZN, SPBO
|
13F-HR |
8/2/2024, 06:07 AM |
Q1 2024 |
510 |
$1.29B |
+$169M |
-$148M |
+$20.3M |
MSFT, AAPL, AMZN, QGRO, SPBO
|
13F-HR |
4/15/2024, 01:21 PM |
Q4 2023 |
503 |
$1.18B |
+$198M |
-$97.9M |
+$100M |
MSFT, AAPL, IGSB, AMZN, VYMI
|
13F-HR |
1/18/2024, 08:54 AM |
Q3 2023 |
480 |
$976M |
+$260M |
-$53.6M |
+$206M |
AAPL, MSFT, VYMI, AMZN, VUG
|
13F-HR |
10/10/2023, 01:29 PM |
Q2 2023 |
446 |
$795M |
+$193M |
-$27.9M |
+$165M |
AAPL, VYMI, MSFT, VUG, VYM
|
13F-HR |
7/17/2023, 10:09 AM |
Q1 2023 |
393 |
$602M |
+$67M |
-$37.4M |
+$29.6M |
VYMI, AAPL, VUG, VYM, MSFT
|
13F-HR |
4/10/2023, 10:48 AM |
Q4 2022 |
368 |
$546M |
+$149M |
-$39.8M |
+$109M |
VUG, VYMI, AAPL, VYM, MSFT
|
13F-HR |
1/19/2023, 10:39 AM |
Q3 2022 |
313 |
$409M |
+$27.6M |
-$40.4M |
-$12.7M |
VUG, VEA, AAPL, VYM, MINT
|
13F-HR |
10/17/2022, 09:23 AM |
Q2 2022 |
320 |
$454M |
+$91.8M |
-$46.7M |
+$45.1M |
VUG, MINT, VEA, AAPL, VYM
|
13F-HR |
7/11/2022, 04:13 PM |
Q1 2022 |
328 |
$480M |
+$56.1M |
-$23.2M |
+$32.9M |
VUG, AAPL, VEA, MINT, MSFT
|
13F-HR |
4/18/2022, 05:19 PM |
Q4 2021 |
325 |
$469M |
+$88.5M |
-$34.1M |
+$54.3M |
VUG, AAPL, VEA, MINT, MSFT
|
13F-HR |
1/18/2022, 02:38 PM |
Q3 2021 |
310 |
$387M |
+$38M |
-$12.3M |
+$25.7M |
VUG, AAPL, VEA, MSFT, XSOE
|
13F-HR |
10/14/2021, 09:08 AM |
Q2 2021 |
296 |
$367M |
+$140M |
-$4.12M |
+$136M |
VUG, AAPL, VEA, XSOE, SPY
|
13F-HR |
7/22/2021, 12:48 PM |
Q1 2021 |
237 |
$219M |
+$20.1M |
-$10M |
+$10M |
AAPL, SPY, MSFT, AMZN, MINT
|
13F-HR |
4/29/2021, 07:09 AM |
Q4 2020 |
224 |
$200M |
+$19.3M |
-$12M |
+$7.33M |
AAPL, AMZN, SPY, MINT, MSFT
|
13F-HR |
1/19/2021, 07:15 AM |
Q3 2020 |
203 |
$177M |
+$15.1M |
-$29.4M |
-$14.3M |
AAPL, MINT, AMZN, SPY, MSFT
|
13F-HR |
10/22/2020, 08:34 AM |
Q2 2020 |
1,042 |
$187M |
+$16.1M |
-$8.49M |
+$7.57M |
AAPL, AMZN, MSFT, SPY, MINT
|
13F-HR |
8/14/2020, 04:08 PM |
Q1 2020 |
983 |
$150M |
+$32M |
-$12.8M |
+$19.2M |
AAPL, SPY, AMZN, MSFT, MINT
|
13F-HR |
5/15/2020, 03:17 PM |
Q4 2019 |
982 |
$164M |
$0 |
$0 |
|
AAPL, SPY, ADP, MSFT, HD
|
13F-HR |
2/21/2020, 04:23 PM |