Q3 2024 |
223 |
$202M |
+$46.3M |
-$39.1M |
+$7.25M |
NVDA, AAPL, AMZN, MSFT, IVV
|
13F-HR |
11/4/2024, 08:38 AM |
Q2 2024 |
166 |
$186M |
+$20.7M |
-$11.9M |
+$8.74M |
AAPL, NVDA, MSFT, AMZN, GOOGL
|
13F-HR |
7/19/2024, 07:38 PM |
Q1 2024 |
170 |
$177M |
+$49.4M |
-$52.5M |
-$3.15M |
AAPL, MSFT, NVDA, AMZN, IVV
|
13F-HR |
5/10/2024, 09:23 AM |
Q4 2023 |
201 |
$168M |
+$53.7M |
-$50.4M |
+$3.29M |
AAPL, MSFT, NVDA, QQQM, GOOGL
|
13F-HR |
1/23/2024, 10:48 AM |
Q3 2023 |
150 |
$153M |
+$26.4M |
-$20.9M |
+$5.48M |
SPLG, AAPL, IXUS, XLE, MSFT
|
13F-HR |
11/3/2023, 09:35 AM |
Q2 2023 |
168 |
$152M |
+$31.1M |
-$55.5M |
-$24.4M |
SPLG, AAPL, IXUS, IJR, XLE
|
13F-HR |
8/8/2023, 05:10 PM |
Q1 2023 |
190 |
$170M |
+$50.4M |
-$43M |
+$7.41M |
IEF, SPTI, AAPL, XLE, QLC
|
13F-HR |
5/4/2023, 05:52 PM |
Q4 2022 |
184 |
$157M |
+$30.4M |
-$27.5M |
+$2.88M |
SPYV, AAPL, IVV, QLV, XLE
|
13F-HR |
2/10/2023, 04:56 PM |
Q3 2022 |
171 |
$144M |
+$17M |
-$14.9M |
+$2.12M |
SPLG, AAPL, XLE, SPSM, SPTM
|
13F-HR |
11/14/2022, 12:03 PM |
Q2 2022 |
187 |
$153M |
+$35.6M |
-$32.2M |
+$3.4M |
AAPL, SPLG, XLE, SPTM, SPSM
|
13F-HR |
8/15/2022, 12:33 PM |
Q1 2022 |
210 |
$173M |
+$33.5M |
-$40.8M |
-$7.34M |
AAPL, XLE, SPSM, SPLV, D
|
13F-HR |
4/15/2022, 01:42 PM |
Q4 2021 |
211 |
$186M |
+$160M |
-$117M |
+$42.5M |
AAPL, QQQ, SPSM, XLE, MSFT
|
13F-HR |
2/14/2022, 09:03 PM |
Q3 2021 |
70 |
$141M |
+$120M |
-$114M |
+$5.65M |
NKLA, SPY, IQLT, VO, MSFT
|
13F-HR |
10/25/2021, 09:58 AM |
Q2 2021 |
151 |
$136M |
+$10.1M |
-$5.3M |
+$4.84M |
AAPL, QQQ, XLE, CZA, SPSM
|
13F-HR |
8/13/2021, 04:34 PM |
Q1 2021 |
134 |
$124M |
+$10.2M |
-$6.22M |
+$3.95M |
AAPL, QQQ, CZA, SPSM, XLE
|
13F-HR |
5/17/2021, 04:43 PM |
Q4 2020 |
134 |
$115M |
$0 |
$0 |
|
AAPL, QQQ, XLK, CZA, SPSM
|
13F-HR |
2/18/2021, 06:28 PM |