Q3 2024 |
177 |
$171M |
+$12.9M |
-$10.9M |
+$2M |
MSFT, AAPL, BRKB, JPM, NVDA
|
13F-HR |
11/14/2024, 09:42 AM |
Q2 2024 |
172 |
$161M |
+$13.6M |
-$40.4M |
-$26.8M |
MSFT, AAPL, NVDA, JPM, BRKB
|
13F-HR |
8/14/2024, 01:57 PM |
Q1 2024 |
189 |
$187M |
+$42.6M |
-$27.3M |
+$15.3M |
MSFT, AAPL, IWD, VIG, IVV
|
13F-HR |
5/10/2024, 03:55 PM |
Q4 2023 |
495 |
$163M |
+$15.8M |
-$11.5M |
+$4.31M |
MSFT, AAPL, IVV, JPM, BRKB
|
13F-HR |
2/9/2024, 11:54 AM |
Q3 2023 |
479 |
$146M |
+$9.89M |
-$9.87M |
+$25.5K |
AAPL, MSFT, IVV, JPM, BRKB
|
13F-HR |
11/13/2023, 12:08 PM |
Q2 2023 |
497 |
$151M |
+$8.05M |
-$13.3M |
-$5.29M |
AAPL, MSFT, IVV, IWD, JPM
|
13F-HR |
8/14/2023, 03:05 PM |
Q1 2023 |
483 |
$149M |
+$6.63M |
-$50.9M |
-$44.3M |
MSFT, AAPL, IVV, SPY, QQQ
|
13F-HR |
5/15/2023, 12:56 PM |
Q4 2022 |
623 |
$187M |
+$45.6M |
-$14.6M |
+$31M |
MSFT, AAPL, SPY, QQQ, IVV
|
13F-HR |
2/14/2023, 05:39 PM |
Q3 2022 |
194 |
$145M |
+$17.5M |
-$13.5M |
+$3.94M |
AAPL, MSFT, QQQ, SPY, HD
|
13F-HR |
11/14/2022, 12:23 PM |
Q2 2022 |
185 |
$150M |
+$32.7M |
-$16.8M |
+$15.9M |
AAPL, MSFT, QQQ, SPY, IVV
|
13F-HR |
8/15/2022, 12:13 PM |
Q1 2022 |
187 |
$157M |
+$45.8M |
-$6.02M |
+$39.7M |
QQQ, AAPL, MSFT, SPY, IWM
|
13F-HR |
5/16/2022, 09:24 AM |
Q4 2021 |
125 |
$121M |
$0 |
$0 |
|
QQQ, AAPL, MSFT, IWM, SCHO
|
13F-HR |
5/16/2022, 10:19 AM |