Q1 2024 |
256 |
$420M |
+$40.5M |
-$35.3M |
+$5.2M |
VOO, VGT, AAPL, GLDM, NVDA
|
13F-HR |
4/25/2024, 10:52 AM |
Q4 2023 |
249 |
$382M |
+$32.6M |
-$101M |
-$68.3M |
VOO, AAPL, GLDM, VGT, MSFT
|
13F-HR |
2/8/2024, 11:02 AM |
Q3 2023 |
328 |
$413M |
+$24M |
-$39.3M |
-$15.4M |
VOO, AAPL, MSFT, GLDM, VGT
|
13F-HR |
10/24/2023, 03:32 PM |
Q2 2023 |
346 |
$444M |
+$47.8M |
-$40M |
+$7.74M |
VOO, AAPL, MSFT, VGT, GLDM
|
13F-HR |
7/19/2023, 04:19 PM |
Q1 2023 |
345 |
$413M |
+$60.5M |
-$75.1M |
-$14.6M |
VOO, AAPL, GLDM, MSFT, VGT
|
13F-HR |
4/25/2023, 05:11 PM |
Q4 2022 |
342 |
$407M |
+$43.2M |
-$46M |
-$2.79M |
VOO, AAPL, GLDM, MSFT, BIL
|
13F-HR |
1/24/2023, 02:18 PM |
Q3 2022 |
340 |
$384M |
+$42.9M |
-$172M |
-$129M |
VOO, AAPL, BIL, GLDM, MSFT
|
13F-HR |
11/3/2022, 06:06 PM |
Q2 2022 |
389 |
$545M |
+$119M |
-$79.8M |
+$39.3M |
VOO, AAPL, MSFT, XOM, SGOL
|
13F-HR |
8/9/2022, 12:32 PM |
Q1 2022 |
406 |
$588M |
+$105M |
-$95.7M |
+$9.57M |
AAPL, VOO, MSFT, QQQ, AMZN
|
13F-HR |
5/16/2022, 04:00 PM |
Q3 2021 |
386 |
$554M |
+$53.2M |
-$25.5M |
+$27.7M |
AAPL, MSFT, QQQ, AMZN, VOO
|
13F-HR |
10/25/2021, 09:40 AM |
Q2 2021 |
383 |
$533M |
+$98.4M |
-$70.3M |
+$28.1M |
AAPL, MSFT, QQQ, AMZN, VOO
|
13F-HR |
8/13/2021, 12:27 PM |
Q1 2021 |
1,608 |
$481M |
+$55.4M |
-$40M |
+$15.4M |
AAPL, MSFT, QQQ, AMZN, JPM
|
13F-HR |
5/17/2021, 05:06 PM |
Q4 2020 |
870 |
$443M |
+$38M |
-$21.6M |
+$16.3M |
AAPL, MSFT, QQQ, AMZN, JPM
|
13F-HR |
2/17/2021, 08:20 PM |
Q3 2020 |
801 |
$388M |
+$131M |
-$15.8M |
+$115M |
AAPL, MSFT, QQQ, AMZN, UNH
|
Restatement |
11/23/2020, 04:50 PM |
Q2 2020 |
734 |
$264M |
+$31.6M |
-$28.3M |
+$3.35M |
MSFT, AAPL, JPST, KO, QQQ
|
13F-HR |
8/14/2020, 10:15 AM |
Q1 2020 |
659 |
$227M |
+$50.8M |
-$26.6M |
+$24.2M |
AAPL, JPST, AMZN, KO, AGG
|
13F-HR |
5/5/2020, 04:17 PM |
Q4 2019 |
672 |
$252M |
$0 |
$0 |
|
MSFT, KO, TFC, T, BAC
|
13F-HR |
5/5/2020, 04:09 PM |