Q3 2024 |
35 |
$1B |
+$21.5M |
-$4.6M |
+$16.9M |
SPY, FBTC, IVV, IBIT, QQQ
|
13F-HR |
11/12/2024, 02:32 PM |
Q2 2024 |
34 |
$938M |
+$102M |
-$8.3M |
+$94.2M |
SPY, FBTC, IVV, IBIT, QQQ
|
13F-HR |
8/13/2024, 03:45 PM |
Q1 2024 |
31 |
$855M |
+$280M |
-$5.29M |
+$275M |
SPY, FBTC, IBIT, IVV, IJH
|
13F-HR |
5/14/2024, 05:55 PM |
Q4 2023 |
27 |
$568M |
+$38.7M |
$0 |
+$38.7M |
SPY, IVV, QQQ, IJH, VEA
|
13F-HR |
2/13/2024, 01:08 PM |
Q3 2023 |
26 |
$473M |
+$41.9M |
-$5.56M |
+$36.3M |
SPY, IVV, QQQ, IJH, VEA
|
13F-HR |
11/7/2023, 10:24 AM |
Q2 2023 |
27 |
$453M |
+$14.3M |
-$81.8M |
-$67.4M |
SPY, IVV, QQQ, IJH, VEA
|
13F-HR |
8/9/2023, 05:04 PM |
Q1 2023 |
27 |
$479M |
+$69.1M |
$0 |
+$69.1M |
SPY, IVV, BRKA, IJH, AAPL
|
13F-HR |
5/10/2023, 01:54 PM |
Q4 2022 |
26 |
$377M |
+$74.3M |
-$37.3M |
+$37.1M |
SPY, IVV, BRKA, IJH, AAPL
|
13F-HR |
2/10/2023, 11:15 AM |
Q3 2022 |
24 |
$323M |
+$52.1M |
$0 |
+$52.1M |
SPY, IJH, BRKA, AAPL, QQQ
|
13F-HR |
11/14/2022, 03:42 PM |
Q2 2022 |
23 |
$307M |
+$17.6M |
-$478K |
+$17.2M |
SPY, IJH, AAPL, QQQ, VEA
|
13F-HR |
8/12/2022, 12:52 PM |
Q1 2022 |
24 |
$368M |
+$32.5M |
-$5.26M |
+$27.2M |
SPY, IJH, AAPL, QQQ, GOOGL
|
13F-HR |
5/13/2022, 02:46 PM |
Q4 2021 |
25 |
$364M |
+$43.1M |
-$54.4M |
-$11.3M |
SPY, AAPL, QQQ, IJH, GOOGL
|
13F-HR |
2/7/2022, 11:55 AM |
Q3 2021 |
26 |
$355M |
+$57M |
-$903K |
+$56.1M |
SPY, ASTR, AAPL, GOOGL, QQQ
|
13F-HR |
11/12/2021, 06:29 PM |
Q2 2021 |
25 |
$297M |
+$24.3M |
-$5.84M |
+$18.4M |
SPY, AAPL, GOOGL, QQQ, AMZN
|
13F-HR |
8/16/2021, 01:28 PM |
Q1 2021 |
24 |
$255M |
+$19.9M |
-$10.3M |
+$9.52M |
SPY, AAPL, GOOGL, QQQ, AMZN
|
13F-HR |
5/14/2021, 03:00 PM |
Q4 2020 |
24 |
$236M |
$0 |
$0 |
|
SPY, AAPL, GLD, AMZN, QQQ
|
Restatement |
4/9/2021, 12:53 PM |