Q3 2024 |
231 |
$311M |
+$20.1M |
-$13M |
+$7.18M |
QQQ, AAPL, NVDA, AMZN, JCPB
|
Restatement |
12/10/2024, 09:31 AM |
Q2 2024 |
229 |
$290M |
+$40M |
-$21.4M |
+$18.6M |
QQQ, AAPL, NVDA, AMZN, JCPB
|
13F-HR |
8/13/2024, 10:33 AM |
Q1 2024 |
219 |
$273M |
+$30.6M |
-$18.6M |
+$11.9M |
QQQ, AAPL, AMZN, JCPB, SCHD
|
13F-HR |
5/14/2024, 04:08 PM |
Q4 2023 |
211 |
$244M |
+$22.2M |
-$13.3M |
+$8.97M |
AAPL, JCPB, RSP, PID, SCHD
|
13F-HR |
2/13/2024, 06:22 PM |
Q3 2023 |
193 |
$215M |
+$17.2M |
-$20.2M |
-$2.99M |
AAPL, JCPB, RSP, QQQ, PID
|
13F-HR |
11/13/2023, 04:14 PM |
Q2 2023 |
213 |
$226M |
+$41.9M |
-$22.3M |
+$19.6M |
AAPL, RSP, JCPB, PID, QQQ
|
13F-HR |
8/14/2023, 10:57 AM |
Q1 2023 |
202 |
$197M |
+$34M |
-$17.6M |
+$16.4M |
AAPL, PID, SCHD, SDY, RSP
|
13F-HR |
5/11/2023, 02:17 PM |
Q4 2022 |
193 |
$168M |
$0 |
$0 |
|
SDY, SCHD, AAPL, RSP, PID
|
13F-HR |
2/13/2023, 04:23 PM |