Q3 2024 |
2,143 |
$159M |
+$23M |
-$26.3M |
-$3.36M |
NVDA, VTI, VEA, MSFT, AAPL
|
13F-HR |
11/1/2024, 12:30 PM |
Q2 2024 |
2,173 |
$154M |
+$28.7M |
-$26.1M |
+$2.56M |
BIL, NVDA, MSFT, VTI, VEA
|
13F-HR |
8/9/2024, 12:05 PM |
Q1 2024 |
2,173 |
$157M |
+$33.3M |
-$33.7M |
-$382K |
EDR, NVDA, VTI, MSFT, JOE
|
13F-HR |
5/10/2024, 03:54 PM |
Q4 2023 |
2,071 |
$146M |
+$23M |
-$24.2M |
-$1.24M |
NVDA, BIL, JOE, VTI, VEA
|
13F-HR |
2/9/2024, 11:41 AM |
Q3 2023 |
2,036 |
$132M |
+$23M |
-$17.8M |
+$5.19M |
BIL, NVDA, AVGO, JOE, VEA
|
13F-HR |
11/13/2023, 05:17 PM |
Q2 2023 |
2,053 |
$131M |
+$29M |
-$17.9M |
+$11.2M |
BIL, VTI, JOE, VEA, AAPL
|
13F-HR |
8/11/2023, 01:27 PM |
Q1 2023 |
1,927 |
$115M |
+$15.1M |
-$29.1M |
-$14.1M |
VEA, VTI, JOE, AAPL, VWO
|
13F-HR |
5/15/2023, 02:10 PM |
Q4 2022 |
1,974 |
$122M |
+$19.9M |
-$19M |
+$876K |
TSLA, VEA, JOE, BRKB, VTI
|
Restatement |
2/13/2023, 09:04 PM |
Q3 2022 |
1,909 |
$112M |
+$32.5M |
-$33.6M |
-$1.13M |
TSLA, TWTR, MSFT, AAPL, VEA
|
13F-HR |
11/14/2022, 01:51 PM |
Q2 2022 |
1,820 |
$121M |
+$19.5M |
-$20.5M |
-$1.04M |
TSLA, MSFT, AAPL, JOE, SHLX
|
13F-HR |
8/10/2022, 02:25 PM |
Q1 2022 |
2,034 |
$145M |
+$80.7M |
-$3.69M |
+$77M |
TSLA, MSFT, AAPL, GOOGL, AMZN
|
13F-HR |
5/13/2022, 10:47 AM |
Q4 2021 |
2,078 |
$71M |
$0 |
$0 |
|
AAPL, MSFT, AMZN, GOOGL, META
|
13F-HR |
2/10/2022, 04:59 PM |