| Q2 2024 |
1,195 |
$133M |
+$40.4M |
-$2.01M |
+$38.4M |
MSFT, AAPL, IBM, IVW, IVV
|
13F-HR |
8/9/2024, 10:58 AM |
| Q1 2024 |
111 |
$94.4M |
+$6.47M |
-$8.91M |
-$2.44M |
MSFT, IBM, AAPL, SDY, IVV
|
13F-HR |
5/7/2024, 03:31 PM |
| Q4 2023 |
143 |
$90.2M |
+$2.65M |
-$5.22M |
-$2.56M |
MSFT, AAPL, IBM, SDY, IVV
|
13F-HR |
1/25/2024, 02:01 PM |
| Q3 2023 |
144 |
$85.5M |
+$1.44M |
-$2.89M |
-$1.45M |
MSFT, AAPL, SDY, IBM, XOM
|
13F-HR |
10/18/2023, 01:35 PM |
| Q2 2023 |
150 |
$90.2M |
+$3.46M |
-$5.57M |
-$2.11M |
AAPL, MSFT, SDY, IBM, IVV
|
13F-HR |
7/20/2023, 12:25 PM |
| Q1 2023 |
158 |
$88.2M |
+$5.36M |
-$2.35M |
+$3.01M |
AAPL, SDY, MSFT, IBM, IVW
|
13F-HR |
4/19/2023, 01:08 PM |
| Q4 2022 |
146 |
$80.1M |
$0 |
$0 |
|
SDY, IBM, AAPL, MSFT, XOM
|
13F-HR |
2/1/2023, 01:47 PM |