Q3 2024 |
204 |
$105M |
+$9.86M |
-$18.2M |
-$8.33M |
GOOG, IJR, IVV, AAPL, MSFT
|
13F-HR |
11/13/2024, 02:08 PM |
Q2 2024 |
106 |
$107M |
+$19.3M |
-$13.3M |
+$5.95M |
GOOG, IVV, BWXT, MSFT, IJR
|
13F-HR |
8/12/2024, 04:32 PM |
Q1 2024 |
97 |
$99.5M |
+$23.2M |
-$18M |
+$5.24M |
GOOG, IVV, MSFT, IJR, AAPL
|
13F-HR |
5/8/2024, 11:01 AM |
Q4 2023 |
92 |
$88.9M |
+$13.3M |
-$13.3M |
+$33.1K |
IVV, MSFT, AAPL, GOOG, AMZN
|
13F-HR |
1/29/2024, 04:20 PM |
Q3 2023 |
92 |
$27.6M |
$0 |
$0 |
|
LLY, PANW, UNH, IVV, AMZN
|
Restatement |
11/14/2023, 08:52 AM |
Q2 2023 |
220 |
$100M |
+$23.8M |
-$18.6M |
+$5.21M |
IVV, GOOG, AAPL, MSFT, IJR
|
13F-HR |
7/24/2023, 10:40 AM |
Q1 2023 |
224 |
$91.1M |
+$24.6M |
-$28M |
-$3.36M |
GOOG, AAPL, MSFT, FTNT, VLO
|
13F-HR |
5/12/2023, 08:44 AM |
Q4 2022 |
220 |
$90.4M |
$0 |
$0 |
|
GOOG, TFLO, IVV, AAPL, MSFT
|
13F-HR |
2/13/2023, 10:55 AM |