Q3 2024 |
132 |
$124M |
+$10.6M |
-$8.5M |
+$2.09M |
AAPL, AGG, MSFT, IGIB, META
|
13F-HR |
10/18/2024, 03:16 PM |
Q2 2024 |
120 |
$117M |
+$5.7M |
-$5.95M |
-$245K |
AAPL, AGG, MSFT, META, IGIB
|
13F-HR |
7/16/2024, 04:22 PM |
Q1 2024 |
123 |
$116M |
+$7.51M |
-$2.65M |
+$4.85M |
AAPL, AGG, MSFT, META, IGIB
|
13F-HR |
4/19/2024, 01:02 PM |
Q4 2023 |
123 |
$106M |
+$6.82M |
-$9.45M |
-$2.63M |
AAPL, AGG, MSFT, IGSB, IGIB
|
13F-HR |
1/10/2024, 02:27 PM |
Q3 2023 |
118 |
$98.7M |
+$8.21M |
-$4.89M |
+$3.32M |
AAPL, AGG, MSFT, IGSB, BKLN
|
13F-HR |
10/26/2023, 09:02 AM |
Q2 2023 |
117 |
$100M |
+$3.11M |
-$5.19M |
-$2.09M |
AAPL, AGG, MSFT, TIP, BKLN
|
13F-HR |
7/13/2023, 10:04 AM |
Q1 2023 |
121 |
$99M |
+$12.9M |
-$10.4M |
+$2.53M |
AAPL, AGG, MSFT, TIP, BKLN
|
Restatement |
4/24/2023, 11:38 AM |
Q4 2022 |
114 |
$88.6M |
+$5.91M |
-$2.57M |
+$3.34M |
AAPL, AGG, MSFT, TIP, BKLN
|
13F-HR |
2/6/2023, 08:00 PM |
Q3 2022 |
105 |
$82.8M |
+$5.86M |
-$3.6M |
+$2.26M |
AAPL, AGG, MSFT, TIP, FLOT
|
13F-HR |
10/27/2022, 03:04 PM |
Q2 2022 |
104 |
$84.5M |
+$7.18M |
-$2.43M |
+$4.75M |
AAPL, AGG, MSFT, TIP, GOOGL
|
13F-HR |
8/9/2022, 01:15 PM |
Q1 2022 |
104 |
$88.4M |
+$1.36M |
-$23.7M |
-$22.3M |
AAPL, AGG, MSFT, TIP, GOOGL
|
13F-HR |
4/25/2022, 02:42 PM |
Q4 2021 |
130 |
$105M |
$0 |
$0 |
|
AAPL, AGG, MSFT, IGOV, TIP
|
13F-HR |
1/31/2022, 01:56 PM |