| Q2 2024 |
94 |
$180M |
+$27.5M |
-$6.64M |
+$20.9M |
NVDA, AAPL, XMHQ, FNDX, QQQ
|
13F-HR |
7/22/2024, 01:53 PM |
| Q1 2024 |
93 |
$169M |
+$19.3M |
-$12.9M |
+$6.43M |
NVDA, XMHQ, AAPL, FNDX, QQQ
|
13F-HR |
4/23/2024, 12:06 PM |
| Q4 2023 |
90 |
$146M |
+$29.3M |
-$25.2M |
+$4.11M |
AAPL, XMHQ, NVDA, FNDX, QQQ
|
13F-HR |
2/1/2024, 01:57 PM |
| Q3 2023 |
84 |
$130M |
+$3.46M |
-$5.76M |
-$2.31M |
AAPL, NVDA, QQQ, QQXT, JEPI
|
13F-HR |
11/7/2023, 11:10 AM |
| Q2 2023 |
85 |
$139M |
+$11.4M |
-$9.77M |
+$1.63M |
AAPL, NVDA, SCHD, QQQ, JEPI
|
13F-HR |
8/11/2023, 11:26 AM |
| Q1 2023 |
91 |
$126M |
+$15.7M |
-$23.8M |
-$8.09M |
AAPL, SCHD, JEPI, NVDA, QQQ
|
13F-HR |
5/12/2023, 02:55 PM |
| Q4 2022 |
90 |
$125M |
+$28.3M |
-$21.1M |
+$7.25M |
AAPL, SCHD, FTCS, JEPI, JAVA
|
13F-HR |
2/14/2023, 02:42 PM |
| Q3 2022 |
85 |
$113M |
+$10.4M |
-$3.56M |
+$6.83M |
AAPL, SCHD, FTCS, JEPI, VOO
|
13F-HR |
11/14/2022, 10:09 AM |
| Q2 2022 |
79 |
$114M |
+$16.4M |
-$4.95M |
+$11.4M |
AAPL, SCHD, FTCS, VOO, BUFR
|
13F-HR |
7/28/2022, 04:48 PM |
| Q1 2022 |
77 |
$125M |
+$10.3M |
-$22M |
-$11.7M |
AAPL, SCHD, FTCS, VOO, TCHP
|
13F-HR |
4/26/2022, 03:35 PM |
| Q4 2021 |
391 |
$143M |
$0 |
$0 |
|
AAPL, SCHD, VOO, XMVM, FTCS
|
13F-HR |
2/10/2022, 11:47 AM |