Q3 2024 |
115 |
$199M |
+$8M |
-$5.23M |
+$2.77M |
VXUS, MUB, AAPL, MSFT, SUB
|
13F-HR |
11/7/2024, 04:20 PM |
Q2 2024 |
112 |
$187M |
+$9.06M |
-$6.42M |
+$2.64M |
VXUS, MUB, MSFT, AAPL, SUB
|
13F-HR |
8/13/2024, 04:00 PM |
Q1 2024 |
117 |
$187M |
+$21.2M |
-$18.7M |
+$2.55M |
VXUS, MUB, MSFT, AAPL, SUB
|
13F-HR |
5/9/2024, 04:55 PM |
Q4 2023 |
114 |
$176M |
+$12.5M |
-$12.4M |
+$73.6K |
VXUS, MUB, AAPL, MSFT, CDNS
|
13F-HR |
2/8/2024, 05:26 PM |
Q3 2023 |
111 |
$161M |
+$7.51M |
-$4.55M |
+$2.96M |
VXUS, MUB, AAPL, MSFT, SUB
|
13F-HR |
10/19/2023, 11:33 AM |
Q2 2023 |
112 |
$163M |
+$15M |
-$22.3M |
-$7.29M |
VXUS, AAPL, MUB, MSFT, SUB
|
13F-HR |
8/7/2023, 09:48 PM |
Q1 2023 |
113 |
$161M |
+$8.92M |
-$4.95M |
+$3.98M |
VXUS, AAPL, MSFT, UNH, CDNS
|
13F-HR |
5/5/2023, 05:51 PM |
Q4 2022 |
114 |
$149M |
+$14.1M |
-$9.47M |
+$4.62M |
VXUS, AAPL, MSFT, UNH, SUB
|
13F-HR |
2/13/2023, 04:35 PM |
Q3 2022 |
107 |
$135M |
+$9.59M |
-$4.63M |
+$4.96M |
VXUS, AAPL, MSFT, UNH, SUB
|
13F-HR |
10/28/2022, 05:36 PM |
Q2 2022 |
108 |
$141M |
+$7.07M |
-$5.07M |
+$2M |
VXUS, AAPL, MSFT, UNH, SUB
|
13F-HR |
8/5/2022, 01:47 PM |
Q1 2022 |
124 |
$163M |
+$12.3M |
-$8.09M |
+$4.22M |
VXUS, AAPL, MSFT, UNH, GOOGL
|
13F-HR |
5/6/2022, 08:07 PM |
Q4 2021 |
128 |
$171M |
$0 |
$0 |
|
VXUS, AAPL, MSFT, UNH, GOOGL
|
13F-HR |
2/14/2022, 12:39 PM |