| Q2 2024 |
106 |
$166M |
+$5.25M |
-$8.28M |
-$3.02M |
AAPL, DGRO, GOOGL, MSFT, VOO
|
13F-HR |
8/5/2024, 01:33 PM |
| Q1 2024 |
109 |
$168M |
+$11.1M |
-$3.06M |
+$8M |
AAPL, DGRO, GOOGL, NVDA, MSFT
|
13F-HR |
4/17/2024, 02:05 PM |
| Q4 2023 |
99 |
$151M |
+$6.38M |
-$9.61M |
-$3.24M |
AAPL, DGRO, GOOGL, ITOT, IVV
|
13F-HR |
1/9/2024, 04:46 PM |
| Q3 2023 |
97 |
$143M |
+$3.51M |
-$6.51M |
-$2.99M |
AAPL, DGRO, GOOGL, CVX, AVGO
|
13F-HR |
10/25/2023, 01:45 PM |
| Q2 2023 |
103 |
$151M |
+$3.08M |
-$3.13M |
-$54.6K |
AAPL, DGRO, GOOGL, CVX, AVGO
|
13F-HR |
7/31/2023, 12:53 PM |
| Q1 2023 |
97 |
$140M |
+$2.94M |
-$1.37M |
+$1.56M |
AAPL, DGRO, GOOGL, CVX, IVV
|
13F-HR |
4/24/2023, 03:59 PM |
| Q4 2022 |
94 |
$132M |
+$6.54M |
-$6.1M |
+$440K |
AAPL, DGRO, CVX, GOOGL, IVV
|
13F-HR |
1/26/2023, 01:15 PM |
| Q3 2022 |
98 |
$123M |
+$14.4M |
-$11.9M |
+$2.59M |
AAPL, DGRO, GOOGL, CVX, IVV
|
13F-HR |
10/20/2022, 03:24 PM |
| Q2 2022 |
106 |
$137M |
+$9.79M |
-$7.13M |
+$2.66M |
AAPL, DGRO, GOOGL, CVX, IVV
|
13F-HR |
7/29/2022, 02:10 PM |
| Q1 2022 |
109 |
$158M |
+$11.1M |
-$52.1M |
-$40.9M |
AAPL, GOOGL, CVX, DGRO, ITOT
|
13F-HR |
4/26/2022, 03:09 PM |
| Q4 2021 |
122 |
$205M |
+$15.3M |
-$8.71M |
+$6.58M |
AAPL, BSV, VCSH, GOOGL, ISTB
|
13F-HR |
1/19/2022, 03:53 PM |
| Q3 2021 |
114 |
$184M |
+$31.3M |
-$6.22M |
+$25M |
AAPL, BSV, VCSH, GOOGL, ISTB
|
13F-HR |
11/3/2021, 01:52 PM |
| Q2 2021 |
109 |
$160M |
+$53.7M |
-$3.44M |
+$50.2M |
AAPL, BSV, VCSH, BIL, JPST
|
13F-HR |
7/21/2021, 02:37 PM |
| Q1 2021 |
92 |
$105M |
$0 |
$0 |
|
AAPL, BIL, JPST, BC, SPGI
|
13F-HR |
5/19/2021, 12:34 PM |