Q3 2024 |
126 |
$121M |
+$14.2M |
-$2.01M |
+$12.2M |
SCHD, AAPL, AMZN, NVDA, SPY
|
13F-HR |
11/14/2024, 01:23 PM |
Q2 2024 |
115 |
$103M |
+$6.79M |
-$7.52M |
-$734K |
SCHD, AAPL, AMZN, NVDA, GOOGL
|
13F-HR |
8/14/2024, 11:24 AM |
Q1 2024 |
122 |
$106M |
+$8.16M |
-$6.6M |
+$1.55M |
SCHD, AAPL, AMZN, DIA, NVDA
|
13F-HR |
5/14/2024, 11:22 AM |
Q4 2023 |
113 |
$96.8M |
+$6.61M |
-$5.14M |
+$1.47M |
SCHD, DIA, AAPL, AMZN, SPY
|
13F-HR |
2/14/2024, 04:35 PM |
Q3 2023 |
110 |
$86.2M |
+$7.74M |
-$5.6M |
+$2.13M |
SCHD, AAPL, AMZN, GOOGL, SPY
|
13F-HR |
11/13/2023, 12:09 PM |
Q2 2023 |
110 |
$87.5M |
+$5.42M |
-$10.6M |
-$5.22M |
SCHD, AAPL, AMZN, DIA, SPY
|
13F-HR |
8/10/2023, 12:31 PM |
Q1 2023 |
111 |
$86.6M |
+$8.49M |
-$13.8M |
-$5.3M |
AAPL, SCHD, AMZN, SPY, DIA
|
13F-HR |
5/11/2023, 04:41 PM |
Q4 2022 |
105 |
$83.3M |
+$21.4M |
-$4.9M |
+$16.5M |
QQQ, SCHD, SPY, AAPL, DIA
|
13F-HR |
2/14/2023, 11:29 AM |
Q3 2022 |
90 |
$62.4M |
+$5.18M |
-$16.8M |
-$11.6M |
AAPL, SCHD, GOOGL, DIA, SCHV
|
13F-HR |
11/10/2022, 03:17 PM |
Q2 2022 |
105 |
$81.2M |
+$22.6M |
-$3.01M |
+$19.5M |
AMZN, AAPL, SCHD, GOOGL, SPY
|
13F-HR |
8/15/2022, 03:45 PM |
Q1 2022 |
98 |
$79.4M |
$0 |
$0 |
|
AMZN, AAPL, SCHD, GOOGL, DIA
|
13F-HR |
8/15/2022, 03:45 PM |