Q3 2024 |
2,158 |
$2.97B |
+$248M |
-$242M |
+$5.96M |
IVV, AAPL, JPST, NVDA, MSFT
|
13F-HR |
10/15/2024, 12:12 PM |
Q2 2024 |
2,270 |
$2.83B |
+$283M |
-$448M |
-$165M |
IVV, AAPL, NVDA, MSFT, VGT
|
13F-HR |
7/31/2024, 11:22 AM |
Q1 2024 |
2,298 |
$3.02B |
+$242M |
-$236M |
+$5.87M |
IVV, AAPL, MSFT, NVDA, VGT
|
13F-HR |
4/24/2024, 10:32 AM |
Q4 2023 |
2,358 |
$2.85B |
+$338M |
-$348M |
-$10.2M |
IVV, AAPL, JPST, MSFT, VGT
|
13F-HR |
2/6/2024, 01:20 PM |
Q3 2023 |
2,351 |
$2.62B |
+$321M |
-$270M |
+$50.4M |
IVV, AAPL, JPST, SHV, MSFT
|
13F-HR |
11/8/2023, 02:30 PM |
Q2 2023 |
2,383 |
$2.67B |
+$226M |
-$261M |
-$35.2M |
AAPL, IVV, JPST, MSFT, SHV
|
13F-HR |
8/9/2023, 03:20 PM |
Q1 2023 |
2,472 |
$2.57B |
+$840M |
-$145M |
+$695M |
JPST, IVV, AAPL, VGSH, SHV
|
13F-HR |
5/9/2023, 01:10 PM |
Q4 2022 |
2,296 |
$1.78B |
+$166M |
-$113M |
+$53.1M |
IVV, JPST, VGSH, AAPL, SHV
|
13F-HR |
2/3/2023, 09:04 AM |
Q3 2022 |
2,168 |
$1.65B |
+$165M |
-$772M |
-$607M |
IVV, AAPL, JPST, VGSH, SHV
|
13F-HR |
11/7/2022, 10:10 AM |
Q2 2022 |
2,639 |
$2.43B |
+$380M |
-$1.06B |
-$682M |
AAPL, IVV, MSFT, JPST, AMZN
|
13F-HR |
7/22/2022, 02:23 PM |
Q1 2022 |
2,498 |
$3.72B |
+$360M |
-$818M |
-$459M |
AAPL, IVV, AMZN, MSFT, VOO
|
13F-HR |
4/18/2022, 09:10 AM |
Q4 2021 |
2,919 |
$4.5B |
+$595M |
-$136M |
+$459M |
AAPL, IVV, AMZN, MSFT, NVDA
|
13F-HR |
1/14/2022, 03:22 PM |
Q3 2021 |
2,559 |
$3.74B |
+$322M |
-$203M |
+$119M |
AAPL, IVV, AMZN, MSFT, GOOGL
|
13F-HR |
10/22/2021, 11:29 AM |
Q2 2021 |
2,555 |
$3.69B |
+$369M |
-$744M |
-$374M |
AAPL, AMZN, IVV, MSFT, GOOGL
|
13F-HR |
7/26/2021, 02:23 PM |
Q1 2021 |
2,970 |
$3.72B |
$0 |
$0 |
|
AAPL, AMZN, IVV, MSFT, JPST
|
Restatement |
5/21/2021, 05:30 PM |