| Q2 2024 |
149 |
$262M |
$0 |
$0 |
|
QQQ, AAPL, NVDA, MSFT, VIG
|
13F-HR |
8/9/2024, 12:55 PM |
| Q1 2023 |
144 |
$181M |
+$27.7M |
-$43.6M |
-$16M |
AAPL, AVUV, VIG, QQQ, MSFT
|
13F-HR |
5/10/2023, 05:19 PM |
| Q4 2022 |
155 |
$188M |
+$16.9M |
-$5.76M |
+$11.1M |
SHY, AAPL, VIG, VLUE, JPST
|
13F-HR |
1/18/2023, 05:36 PM |
| Q3 2022 |
143 |
$165M |
+$25.7M |
-$12.1M |
+$13.6M |
AAPL, SHY, JPST, VLUE, VIG
|
13F-HR |
10/11/2022, 07:47 PM |
| Q2 2022 |
138 |
$160M |
+$42.2M |
-$20.6M |
+$21.6M |
JPST, AAPL, SHY, VIG, MSFT
|
13F-HR |
7/15/2022, 05:52 PM |
| Q1 2022 |
118 |
$163M |
+$19.3M |
-$5.59M |
+$13.7M |
AAPL, VIG, JPST, MSFT, IVV
|
13F-HR |
4/12/2022, 07:51 PM |
| Q4 2021 |
120 |
$158M |
+$9.84M |
-$7.85M |
+$1.99M |
AAPL, MSFT, JPST, VIG, IVV
|
13F-HR |
1/18/2022, 06:45 PM |
| Q3 2021 |
121 |
$139M |
+$17.8M |
-$12.8M |
+$5.01M |
AAPL, JPST, VIG, MSFT, IVV
|
13F-HR |
11/8/2021, 08:40 PM |
| Q2 2021 |
116 |
$135M |
+$17.7M |
-$66M |
-$48.3M |
AAPL, IVV, JPST, VIG, XLK
|
13F-HR |
8/16/2021, 12:16 PM |
| Q4 2020 |
107 |
$168M |
$0 |
$0 |
|
AAPL, MASI, JPST, VIG, MSFT
|
13F-HR |
2/12/2021, 07:40 AM |