Q3 2024 |
1,895 |
$9.2B |
+$494M |
-$758M |
-$263M |
IVV, NVDA, AAPL, MSFT, QQQ
|
13F-HR |
11/8/2024, 01:30 PM |
Q2 2024 |
1,894 |
$9.02B |
+$805M |
-$560M |
+$245M |
NVDA, AAPL, IVV, MSFT, QQQ
|
13F-HR |
7/22/2024, 04:35 PM |
Q1 2024 |
1,941 |
$8.85B |
+$842M |
-$462M |
+$380M |
IVV, NVDA, AAPL, MSFT, QQQ
|
13F-HR |
5/13/2024, 01:09 PM |
Q4 2023 |
1,913 |
$7.95B |
+$694M |
-$529M |
+$166M |
AAPL, IVV, MSFT, QQQ, NVDA
|
13F-HR |
2/2/2024, 09:58 AM |
Q3 2023 |
1,846 |
$7.13B |
+$616M |
-$548M |
+$68.4M |
AAPL, IVV, MSFT, NVDA, VOO
|
13F-HR |
11/8/2023, 12:39 PM |
Q2 2023 |
1,851 |
$7.32B |
+$605M |
-$369M |
+$236M |
AAPL, IVV, MSFT, BSV, QQQ
|
13F-HR |
8/3/2023, 02:35 PM |
Q1 2023 |
1,844 |
$6.75B |
+$651M |
-$474M |
+$177M |
AAPL, IVV, BSV, MSFT, QQQ
|
Restatement |
8/22/2023, 09:25 PM |
Q4 2022 |
1,789 |
$6.23B |
+$502M |
-$367M |
+$135M |
AAPL, IVV, BSV, MSFT, VEA
|
Restatement |
8/30/2023, 10:09 AM |
Q3 2022 |
1,735 |
$5.77B |
+$1.43B |
-$254M |
+$1.17B |
AAPL, BSV, IVV, MSFT, AMZN
|
Restatement |
2/13/2023, 11:11 AM |
Q2 2022 |
1,619 |
$4.93B |
+$752M |
-$907M |
-$154M |
BSV, IVV, VTV, AAPL, ESGU
|
13F-HR |
8/15/2022, 01:39 PM |
Q1 2022 |
1,723 |
$6.01B |
$0 |
$0 |
|
AAPL, IVV, MSFT, QQQ, ESGU
|
13F-HR |
5/16/2022, 11:53 AM |