| 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 |
+$167M |
-$241M |
-$74.1M |
IVV, AAPL, MSFT, NVDA, VGT
|
13F-HR |
4/24/2024, 10:32 AM |
| Q4 2023 |
2,357 |
$2.91B |
+$340M |
-$308M |
+$32M |
IVV, AAPL, JPST, MSFT, VGT
|
13F-HR |
2/6/2024, 01:20 PM |
| Q3 2023 |
2,349 |
$2.62B |
+$287M |
-$270M |
+$16.7M |
IVV, AAPL, JPST, SHV, MSFT
|
13F-HR |
11/8/2023, 02:30 PM |
| Q2 2023 |
2,381 |
$2.67B |
+$225M |
-$232M |
-$6.71M |
AAPL, IVV, JPST, MSFT, SHV
|
13F-HR |
8/9/2023, 03:20 PM |
| Q1 2023 |
2,471 |
$2.56B |
+$838M |
-$141M |
+$697M |
JPST, IVV, AAPL, VGSH, SHV
|
13F-HR |
5/9/2023, 01:10 PM |
| Q4 2022 |
2,295 |
$1.77B |
+$166M |
-$113M |
+$53.4M |
IVV, JPST, VGSH, AAPL, SHV
|
13F-HR |
2/3/2023, 09:04 AM |
| Q3 2022 |
2,167 |
$1.62B |
+$165M |
-$767M |
-$602M |
IVV, AAPL, JPST, VGSH, SHV
|
13F-HR |
11/7/2022, 10:10 AM |
| Q2 2022 |
2,536 |
$2.43B |
+$383M |
-$1.06B |
-$680M |
AAPL, IVV, MSFT, JPST, AMZN
|
13F-HR |
7/22/2022, 02:23 PM |
| Q1 2022 |
2,476 |
$3.73B |
+$372M |
-$820M |
-$448M |
AAPL, IVV, AMZN, MSFT, VOO
|
13F-HR |
4/18/2022, 09:10 AM |
| Q4 2021 |
2,898 |
$4.51B |
+$599M |
-$137M |
+$462M |
AAPL, IVV, AMZN, MSFT, NVDA
|
13F-HR |
1/14/2022, 03:22 PM |
| Q3 2021 |
2,531 |
$3.76B |
+$324M |
-$209M |
+$116M |
AAPL, IVV, AMZN, MSFT, GOOGL
|
13F-HR |
10/22/2021, 11:29 AM |
| Q2 2021 |
2,535 |
$3.69B |
+$373M |
-$747M |
-$374M |
AAPL, AMZN, IVV, MSFT, GOOGL
|
13F-HR |
7/26/2021, 02:23 PM |
| Q1 2021 |
2,877 |
$3.74B |
$0 |
$0 |
|
AAPL, AMZN, IVV, MSFT, JPST
|
Restatement |
5/21/2021, 05:30 PM |