Q2 2024 |
2,263 |
$945M |
+$169M |
-$41.4M |
+$128M |
NVDA, AMZN, MSFT, QQQ, SPY
|
13F-HR |
7/30/2024, 11:33 AM |
Q1 2024 |
781 |
$910M |
+$106M |
-$43.9M |
+$62.1M |
AAPL, NVDA, AMZN, MSFT, QQQ
|
13F-HR |
4/11/2024, 03:25 PM |
Q4 2023 |
747 |
$757M |
+$205M |
-$107M |
+$97.9M |
AAPL, MSFT, AMZN, NVDA, UPS
|
Restatement |
1/25/2024, 11:33 AM |
Q3 2023 |
618 |
$590M |
+$140M |
-$141M |
-$1.22M |
AAPL, QQQ, AMZN, VTI, UPS
|
Restatement |
10/10/2023, 12:20 PM |
Q2 2023 |
620 |
$617M |
+$143M |
-$109M |
+$34.3M |
AAPL, QQQ, SHY, MSFT, GNMA
|
13F-HR |
7/20/2023, 04:13 PM |
Q1 2023 |
1,132 |
$544M |
+$101M |
-$332M |
-$231M |
AAPL, QQQ, MSFT, AMZN, VTV
|
13F-HR |
4/19/2023, 01:14 PM |
Q4 2022 |
800 |
$660M |
+$371M |
-$85.3M |
+$286M |
IGLB, MSFT, AMZN, QQQ, LLY
|
Restatement |
1/30/2023, 08:42 AM |
Q3 2022 |
490 |
$441M |
+$97.4M |
-$61.9M |
+$35.5M |
AAPL, QQQ, AMZN, VUG, IVV
|
Restatement |
11/10/2022, 10:10 AM |
Q2 2022 |
467 |
$419M |
+$90.2M |
-$96.2M |
-$6.06M |
AAPL, QQQ, AMZN, IVV, GOOG
|
13F-HR |
8/17/2022, 01:47 PM |
Q1 2022 |
478 |
$515M |
+$118M |
-$91M |
+$26.5M |
AAPL, QQQ, AMZN, GOOGL, IVV
|
Restatement |
5/13/2022, 04:39 PM |
Q4 2021 |
501 |
$504M |
+$62M |
-$45.9M |
+$16.1M |
AAPL, AMZN, GOOGL, SPY, NVDA
|
Restatement |
2/10/2022, 04:42 PM |
Q3 2021 |
431 |
$406M |
+$64.4M |
-$37M |
+$27.4M |
AAPL, AMZN, GOOGL, SPY, MRNA
|
13F-HR |
10/28/2021, 03:31 PM |
Q2 2021 |
422 |
$391M |
+$35.8M |
-$486M |
-$450M |
AAPL, AMZN, VO, GOOGL, SPY
|
13F-HR |
7/14/2021, 03:00 PM |
Q1 2021 |
1,827 |
$773M |
+$372M |
$0 |
+$372M |
AAPL, UPS, AMZN, VB, FIXD
|
13F-HR |
4/19/2021, 12:29 PM |
Q4 2020 |
1,927 |
$409M |
+$148M |
-$63.5M |
+$84.2M |
AAPL, UPS, VB, AMZN, FIXD
|
Restatement |
4/19/2021, 12:11 PM |
Q3 2020 |
319 |
$303M |
+$43.6M |
-$89.6M |
-$46M |
AAPL, QQQ, UPS, AMZN, TDIV
|
13F-HR |
10/21/2020, 10:47 AM |
Q2 2020 |
333 |
$290M |
+$56.4M |
-$32.8M |
+$23.6M |
QQQ, AMZN, UPS, VUG, GOOGL
|
13F-HR |
7/20/2020, 01:27 PM |
Q1 2020 |
313 |
$232M |
$0 |
$0 |
|
QQQ, AMZN, UPS, GOOGL, VTI
|
13F-HR |
7/20/2020, 01:25 PM |