| Q2 2024 |
86 |
$183M |
+$20.2M |
-$13M |
+$7.18M |
AOR, DFAI, AAPL, NVDA, WFC
|
13F-HR |
8/1/2024, 04:00 PM |
| Q1 2024 |
83 |
$178M |
+$8.51M |
-$10.8M |
-$2.32M |
AOR, DFAI, AAPL, WFC, NVDA
|
13F-HR |
4/30/2024, 09:55 AM |
| Q4 2023 |
85 |
$166M |
+$15.7M |
-$7.12M |
+$8.55M |
AOR, DFAI, AAPL, WFC, SCHA
|
13F-HR |
1/10/2024, 03:18 PM |
| Q3 2023 |
83 |
$143M |
+$8.42M |
-$5.51M |
+$2.91M |
AOR, DFAI, AAPL, WFC, SCHE
|
13F-HR |
10/10/2023, 04:10 PM |
| Q2 2023 |
81 |
$144M |
+$29M |
-$10.4M |
+$18.5M |
AOR, AAPL, DFAI, WFC, SCHX
|
13F-HR |
7/13/2023, 03:43 PM |
| Q1 2023 |
75 |
$117M |
+$8.06M |
-$14.6M |
-$6.52M |
DFAI, AAPL, JEPI, WFC, AOR
|
13F-HR |
4/13/2023, 01:47 PM |
| Q4 2022 |
75 |
$117M |
+$27.4M |
-$6.42M |
+$20.9M |
SCHX, DFAI, AAPL, WFC, AOR
|
13F-HR |
2/13/2023, 04:37 PM |
| Q3 2022 |
67 |
$89.7M |
+$15.8M |
-$12.1M |
+$3.72M |
AAPL, WFC, AOR, SCHX, SCHA
|
13F-HR |
10/12/2022, 02:09 PM |
| Q2 2022 |
71 |
$92.9M |
+$5.58M |
-$28.4M |
-$22.8M |
AAPL, WFC, IEUR, SCHX, VNQ
|
13F-HR |
7/12/2022, 04:20 PM |
| Q1 2022 |
83 |
$140M |
+$14.8M |
-$14.1M |
+$743K |
IEUR, AAPL, WFC, SCHX, FNDX
|
13F-HR |
4/18/2022, 04:30 PM |
| Q4 2021 |
87 |
$154M |
$0 |
$0 |
|
IEUR, SCHX, AAPL, WFC, SCHA
|
13F-HR |
1/26/2022, 02:06 PM |