| Q2 2024 |
42 |
$102M |
+$56.5M |
-$40.7M |
+$15.7M |
MUB, BND, JNK, NVDA, VGT
|
13F-HR |
7/30/2024, 05:00 PM |
| Q1 2024 |
36 |
$85.1M |
+$29.6M |
-$39.8M |
-$10.2M |
SGOV, BND, MUB, JNK, AAPL
|
13F-HR |
5/1/2024, 01:53 PM |
| Q4 2023 |
18 |
$93.9M |
+$6.33M |
-$822K |
+$5.51M |
SGOV, AAPL, FNGU, AMZN, META
|
13F-HR |
1/31/2024, 11:53 AM |
| Q3 2023 |
17 |
$87.2M |
+$3.33M |
-$2.21M |
+$1.12M |
SGOV, AAPL, FNGU, AMZN, META
|
13F-HR |
11/1/2023, 05:10 PM |
| Q2 2023 |
15 |
$86.7M |
+$15.5M |
-$10.2M |
+$5.31M |
SGOV, AAPL, FNGU, MUB, EQIX
|
13F-HR |
8/8/2023, 12:58 PM |
| Q1 2023 |
22 |
$80.5M |
+$28.8M |
-$31.8M |
-$2.97M |
SGOV, MUB, AAPL, BND, SQQQ
|
13F-HR |
4/26/2023, 02:23 PM |
| Q4 2022 |
44 |
$81M |
+$38.9M |
-$59.7M |
-$20.7M |
SGOV, MUB, BND, VGT, AAPL
|
13F-HR |
2/3/2023, 11:42 AM |
| Q3 2022 |
47 |
$97.6M |
+$8.16M |
-$1.74M |
+$6.42M |
MUB, BND, VGT, VHT, AAPL
|
13F-HR |
11/9/2022, 02:12 PM |
| Q2 2022 |
45 |
$98.4M |
+$8.38M |
-$3.75M |
+$4.63M |
MUB, BND, VGT, VHT, AAPL
|
13F-HR |
8/10/2022, 04:57 PM |
| Q1 2022 |
50 |
$108M |
$0 |
$0 |
|
MUB, BND, VGT, VHT, AAPL
|
13F-HR |
5/31/2022, 03:31 PM |