| Q2 2024 |
113 |
$166M |
+$14.9M |
-$2.75M |
+$12.2M |
AAPL, SCHG, NVDA, JPST, SCHD
|
13F-HR |
8/12/2024, 11:36 AM |
| Q1 2024 |
111 |
$156M |
+$12.6M |
-$12.2M |
+$400K |
AAPL, SCHG, SCHD, JPST, NVDA
|
13F-HR |
5/1/2024, 04:54 PM |
| Q4 2023 |
107 |
$144M |
+$8.17M |
-$3.07M |
+$5.1M |
AAPL, JPST, SCHG, FLOT, SCHV
|
13F-HR |
2/5/2024, 04:43 PM |
| Q3 2023 |
105 |
$126M |
+$1.83M |
-$3.77M |
-$1.94M |
AAPL, JPST, FLOT, SCHG, SCHV
|
13F-HR |
11/13/2023, 10:53 AM |
| Q2 2023 |
108 |
$133M |
+$3.25M |
-$5.2M |
-$1.94M |
AAPL, JPST, SCHG, SCHV, FLOT
|
13F-HR |
7/28/2023, 04:24 PM |
| Q1 2023 |
111 |
$124M |
+$22.4M |
-$11.7M |
+$10.7M |
AAPL, JPST, SCHV, SCHG, FLOT
|
13F-HR |
4/24/2023, 03:37 PM |
| Q4 2022 |
108 |
$103M |
+$11.1M |
-$4.3M |
+$6.76M |
AAPL, SCHV, SCHG, IVV, SCHA
|
13F-HR |
1/23/2023, 06:03 PM |
| Q3 2022 |
93 |
$91.5M |
+$3.62M |
-$6.53M |
-$2.91M |
AAPL, SCHV, IVV, SCHG, AMZN
|
13F-HR |
10/13/2022, 05:09 PM |
| Q2 2022 |
102 |
$102M |
+$7.64M |
-$5.39M |
+$2.25M |
AAPL, SCHV, IVV, SCHG, AMZN
|
13F-HR |
7/28/2022, 04:27 PM |
| Q1 2022 |
116 |
$126M |
+$12.3M |
-$10.9M |
+$1.41M |
AAPL, SCHV, AMZN, SCHG, IVV
|
13F-HR |
4/20/2022, 03:54 PM |
| Q4 2021 |
111 |
$139M |
+$12.3M |
-$8.77M |
+$3.5M |
AAPL, SCHV, CXM, IVV, AMZN
|
13F-HR |
1/19/2022, 03:18 PM |
| Q3 2021 |
116 |
$125M |
+$4.02M |
-$6.57M |
-$2.55M |
AAPL, SCHV, AMZN, IVV, SCHG
|
13F-HR |
10/29/2021, 11:49 AM |
| Q2 2021 |
123 |
$131M |
+$7.22M |
-$657K |
+$6.57M |
AAPL, SCHV, AMZN, IVV, SCHG
|
13F-HR |
7/21/2021, 01:33 PM |
| Q1 2021 |
116 |
$115M |
+$6.14M |
-$3.44M |
+$2.7M |
AAPL, SCHV, AMZN, IVV, SCHA
|
13F-HR |
5/19/2021, 12:13 PM |
| Q4 2020 |
114 |
$109M |
+$3.29M |
-$20M |
-$16.7M |
AAPL, AMZN, SCHV, IVV, SCHA
|
13F-HR |
3/5/2021, 03:36 PM |
| Q3 2020 |
1,064 |
$114M |
$0 |
$0 |
|
AAPL, AMZN, SCHV, IVV, META
|
13F-HR |
11/19/2020, 04:48 PM |