| Q2 2024 |
126 |
$178M |
+$13.6M |
-$5.24M |
+$8.4M |
MSFT, NVDA, IVV, SPIB, AAPL
|
13F-HR |
8/9/2024, 12:03 PM |
| Q1 2024 |
124 |
$171M |
+$38.5M |
-$23.3M |
+$15.3M |
MSFT, IVV, SPIB, NVDA, AAPL
|
13F-HR |
5/9/2024, 01:02 PM |
| Q4 2023 |
114 |
$147M |
+$16.8M |
-$16M |
+$853K |
MSFT, IVV, ZECP, AAPL, SPIB
|
13F-HR |
1/9/2024, 07:50 PM |
| Q3 2023 |
111 |
$132M |
+$11.4M |
-$14.2M |
-$2.83M |
MSFT, IVV, LQD, ZECP, AAPL
|
13F-HR |
11/2/2023, 03:52 PM |
| Q2 2023 |
114 |
$144M |
+$9.03M |
-$7.52M |
+$1.51M |
MSFT, IVV, LQD, ZECP, AAPL
|
13F-HR |
7/31/2023, 01:40 PM |
| Q1 2023 |
104 |
$132M |
+$54.8M |
-$44.1M |
+$10.7M |
MSFT, IVV, LQD, ZECP, SPSB
|
13F-HR |
5/4/2023, 06:17 PM |
| Q4 2022 |
86 |
$116M |
+$26M |
-$26.5M |
-$553K |
MSFT, IVV, DGRO, AAPL, SPIB
|
13F-HR |
2/9/2023, 06:43 PM |
| Q3 2022 |
81 |
$107M |
+$25.6M |
-$26.3M |
-$648K |
MSFT, LQD, IVV, DGRO, AAPL
|
13F-HR |
11/8/2022, 05:49 PM |
| Q2 2022 |
79 |
$114M |
+$20.6M |
-$18.3M |
+$2.32M |
MSFT, IVV, DGRO, IGIB, ZECP
|
13F-HR |
8/8/2022, 06:31 PM |
| Q1 2022 |
79 |
$118M |
+$11.1M |
-$10.9M |
+$163K |
MSFT, IVV, SPIB, DGRO, AAPL
|
13F-HR |
5/9/2022, 02:14 PM |
| Q4 2021 |
86 |
$125M |
$0 |
$0 |
|
MSFT, IVV, DGRO, AAPL, SPIB
|
13F-HR |
1/28/2022, 01:23 PM |