Q3 2024 |
224 |
$317M |
+$17.2M |
-$8.48M |
+$8.69M |
AAPL, MSFT, AMZN, NVDA, APO
|
13F-HR |
11/4/2024, 03:10 PM |
Q2 2024 |
227 |
$291M |
+$29.3M |
-$10.5M |
+$18.7M |
AAPL, MSFT, AMZN, NVDA, APO
|
13F-HR |
7/30/2024, 12:56 PM |
Q4 2023 |
203 |
$240M |
+$22.5M |
-$9.24M |
+$13.2M |
AAPL, MSFT, AMZN, APO, BRKB
|
13F-HR |
2/13/2024, 04:27 PM |
Q3 2023 |
213 |
$214M |
+$14.8M |
-$6.99M |
+$7.79M |
AAPL, MSFT, APO, AMZN, BRKB
|
13F-HR |
11/8/2023, 03:31 PM |
Q2 2023 |
211 |
$212M |
+$6.89M |
-$11.1M |
-$4.23M |
AAPL, MSFT, AMZN, APO, SHY
|
13F-HR |
7/12/2023, 10:59 AM |
Q1 2023 |
209 |
$202M |
+$4.73M |
-$7.09M |
-$2.36M |
AAPL, MSFT, SCHD, AMZN, SHY
|
13F-HR |
4/4/2023, 04:58 PM |
Q4 2022 |
207 |
$194M |
+$12.6M |
-$6.37M |
+$6.26M |
AAPL, MSFT, SCHD, SHY, AMZN
|
13F-HR |
1/11/2023, 11:43 AM |
Q3 2022 |
194 |
$175M |
+$13.9M |
-$7.54M |
+$6.32M |
AAPL, MSFT, AMZN, SCHD, BIV
|
13F-HR |
10/24/2022, 12:54 PM |
Q2 2022 |
201 |
$183M |
+$18.8M |
-$7.85M |
+$10.9M |
AAPL, MSFT, SCHD, AMZN, SPY
|
13F-HR |
8/4/2022, 10:23 AM |
Q1 2022 |
217 |
$208M |
+$12.2M |
-$21.6M |
-$9.39M |
AAPL, MSFT, AMZN, SCHD, SPY
|
13F-HR |
5/3/2022, 10:07 AM |
Q4 2021 |
228 |
$228M |
+$10.1M |
-$19.3M |
-$9.21M |
AAPL, SPY, MSFT, AMZN, SCHD
|
13F-HR |
2/1/2022, 11:10 AM |
Q3 2021 |
236 |
$220M |
+$10.5M |
-$29.3M |
-$18.8M |
AAPL, SPY, MSFT, AMZN, SCHD
|
13F-HR |
11/4/2021, 11:12 AM |
Q2 2021 |
262 |
$243M |
+$36M |
-$23.7M |
+$12.3M |
AAPL, SPY, MSFT, AMZN, SCHD
|
13F-HR |
8/5/2021, 01:17 PM |
Q4 2020 |
237 |
$205M |
+$28.7M |
-$5.6M |
+$23.1M |
AAPL, SPY, MSFT, AMZN, JPM
|
13F-HR |
2/9/2021, 10:54 AM |
Q3 2020 |
202 |
$163M |
+$27.8M |
-$8.13M |
+$19.6M |
AAPL, SPY, MSFT, AMZN, META
|
13F-HR |
11/30/2020, 10:23 AM |
Q2 2020 |
199 |
$142M |
+$19.4M |
-$5.76M |
+$13.6M |
SPY, AAPL, MSFT, AMZN, META
|
13F-HR |
11/30/2020, 11:38 AM |
Q1 2020 |
178 |
$110M |
+$33M |
-$22.4M |
+$10.6M |
SPY, AAPL, MSFT, AMZN, JPM
|
13F-HR |
11/30/2020, 12:24 PM |
Q4 2019 |
182 |
$133M |
$0 |
$0 |
|
SPY, AAPL, EMO, MSFT, META
|
13F-HR |
12/3/2020, 02:20 PM |