Q3 2024 |
88 |
$182M |
+$6.51M |
-$17M |
-$10.5M |
VTI, MSFT, AVUS, OKTA, QQQ
|
13F-HR |
10/21/2024, 12:19 PM |
Q2 2024 |
101 |
$187M |
+$17.5M |
-$4.93M |
+$12.6M |
VTI, MSFT, OKTA, AVUS, STGW
|
13F-HR |
7/25/2024, 07:57 PM |
Q1 2024 |
97 |
$174M |
+$12.1M |
-$1.83M |
+$10.3M |
VTI, OKTA, MSFT, AVUS, STGW
|
13F-HR |
4/24/2024, 09:59 AM |
Q4 2023 |
90 |
$154M |
+$19.8M |
-$4.16M |
+$15.6M |
VTI, OKTA, MSFT, STGW, AVUS
|
13F-HR |
1/22/2024, 06:07 PM |
Q3 2023 |
83 |
$124M |
+$3.93M |
-$2.84M |
+$1.09M |
VTI, MSFT, OKTA, AVUS, QQQ
|
13F-HR |
11/6/2023, 10:47 AM |
Q2 2023 |
82 |
$127M |
+$7.99M |
-$3.22M |
+$4.78M |
VTI, MSFT, OKTA, AVUS, QQQ
|
13F-HR |
7/12/2023, 05:53 PM |
Q1 2023 |
75 |
$117M |
+$20.2M |
-$16.2M |
+$4.06M |
VTI, MSFT, OKTA, QQQ, AVUS
|
13F-HR |
4/21/2023, 02:44 PM |
Q4 2022 |
895 |
$37M |
+$12.9M |
-$13.5K |
+$12.9M |
STGW, AMJ, BAPR, BDEC, DFAU
|
13F-HR |
1/11/2023, 02:33 PM |
Q3 2022 |
59 |
$37.5M |
$0 |
$0 |
|
STGW, MSFT, VTI, BND, QQQ
|
Restatement |
10/20/2022, 03:53 PM |
Q2 2022 |
56 |
$77.9M |
+$2.79M |
-$2.42M |
+$377K |
OKTA, VTI, MSFT, QQQ, AAPL
|
Restatement |
8/3/2022, 12:42 PM |
Q1 2022 |
56 |
$96.6M |
+$1.51M |
-$8.23M |
-$6.72M |
OKTA, VTI, MSFT, QQQ, AAPL
|
13F-HR |
5/12/2022, 03:29 PM |
Q4 2021 |
61 |
$115M |
$0 |
$0 |
|
OKTA, MSFT, VTI, QQQ, AAPL
|
13F-HR |
4/29/2022, 05:27 PM |