Q4 2024 |
117 |
$78.8M |
+$19.3M |
-$10.8M |
+$8.52M |
ICSH, BINC, QQQM, SCHX, VRT
|
13F-HR |
1/15/2025, 04:15 PM |
Q3 2024 |
113 |
$70.5M |
+$17.5M |
-$16.1M |
+$1.39M |
ICSH, QQQM, SCHX, VRT, SMH
|
13F-HR |
10/31/2024, 01:42 PM |
Q2 2024 |
114 |
$66.6M |
+$13.3M |
-$13.3M |
+$61.6K |
ICSH, IGV, SCHX, QQQM, NVDA
|
13F-HR |
7/31/2024, 04:14 PM |
Q1 2024 |
111 |
$66M |
+$10.4M |
-$6.51M |
+$3.94M |
ICSH, SCHX, QQQM, IGV, NVDA
|
13F-HR |
5/14/2024, 04:08 PM |
Q4 2023 |
108 |
$57.4M |
+$21.4M |
-$22.7M |
-$1.38M |
ICSH, SCHX, QQQM, IGV, SCHA
|
13F-HR |
2/15/2024, 11:00 AM |
Q3 2023 |
141 |
$53.7M |
+$6.17M |
-$5.91M |
+$258K |
VTIP, SCHX, QQQM, FENY, SCHA
|
13F-HR |
11/13/2023, 05:30 PM |
Q2 2023 |
111 |
$54.2M |
+$23.7M |
-$4.73M |
+$18.9M |
VTIP, SCHX, SMH, QQQM, SCHA
|
13F-HR |
7/26/2023, 03:18 PM |
Q1 2023 |
105 |
$44.5M |
+$13.9M |
-$1.69M |
+$12.2M |
VTIP, XLP, SMH, FUTY, IBB
|
Restatement |
5/15/2023, 12:10 PM |
Q4 2022 |
105 |
$39.4M |
+$12.8M |
-$3.37M |
+$9.43M |
VTIP, FUTY, XLP, VBR, FENY
|
13F-HR |
1/26/2023, 01:18 PM |
Q3 2022 |
99 |
$35.3M |
+$4.38M |
-$5.56M |
-$1.19M |
VTIP, XLP, FUTY, VV, FENY
|
13F-HR |
11/8/2022, 01:25 PM |
Q2 2022 |
103 |
$43.9M |
+$11.8M |
-$4.41M |
+$7.41M |
VTIP, VV, VO, XLP, FUTY
|
13F-HR |
8/5/2022, 01:11 PM |
Q1 2022 |
137 |
$58.1M |
+$21.4M |
-$9.13M |
+$12.3M |
VTIP, VV, VO, XLP, SMH
|
13F-HR |
4/29/2022, 12:39 PM |
Q4 2021 |
141 |
$61.2M |
+$14.7M |
-$4.26M |
+$10.5M |
VTIP, VV, VB, VO, SMH
|
13F-HR |
2/9/2022, 03:02 PM |
Q3 2021 |
147 |
$57.7M |
+$14.9M |
-$10.2M |
+$4.69M |
VTIP, VB, VO, SMH, IBB
|
13F-HR |
10/5/2021, 01:33 PM |
Q2 2021 |
147 |
$53M |
+$11.1M |
-$10.8M |
+$329K |
VTIP, VB, VO, SMH, IBB
|
13F-HR |
7/30/2021, 12:13 PM |
Q1 2021 |
148 |
$50M |
+$21.1M |
-$20.4M |
+$694K |
VTIP, VB, XLU, SPY, EQAL
|
13F-HR |
5/11/2021, 03:45 PM |
Q4 2020 |
150 |
$46.5M |
+$13.4M |
-$7.53M |
+$5.88M |
IEF, TLT, TIP, AGG, SPY
|
13F-HR |
1/29/2021, 11:48 AM |
Q3 2020 |
177 |
$44.2M |
+$14M |
-$53.8M |
-$39.8M |
TIP, SMH, IGV, IEF, TLT
|
13F-HR |
10/29/2020, 11:57 AM |
Q2 2020 |
179 |
$118M |
+$35.6M |
-$14.6M |
+$21M |
MSFT, AAPL, AMZN, IEF, SMH
|
Restatement |
8/10/2020, 02:29 PM |
Q1 2020 |
193 |
$93.3M |
+$31.6M |
-$9.36M |
+$22.2M |
MSFT, IEF, AAPL, AMD, XLU
|
13F-HR |
4/22/2020, 01:28 PM |
Q4 2019 |
231 |
$109M |
+$35.3M |
-$18M |
+$17.2M |
MSFT, AAPL, EW, AMD, SBUX
|
13F-HR |
1/29/2020, 03:08 PM |
Q3 2019 |
199 |
$97.2M |
+$19.8M |
-$4.69M |
+$15.1M |
MSFT, AAPL, META, BALL, EW
|
13F-HR |
10/31/2019, 12:36 PM |
Q2 2019 |
206 |
$97.8M |
+$26M |
-$10.4M |
+$15.6M |
MSFT, AMZN, AAPL, META, BALL
|
13F-HR |
7/19/2019, 04:40 PM |
Q1 2019 |
258 |
$96M |
+$32.7M |
-$3.25M |
+$29.4M |
MSFT, AMZN, BA, NOW, VMW
|
13F-HR |
5/8/2019, 02:55 PM |
Q4 2018 |
239 |
$74.1M |
+$23M |
-$11M |
+$12.1M |
MSFT, AMZN, BA, UNH, DATA
|
13F-HR |
1/29/2019, 03:44 PM |
Q3 2018 |
352 |
$107M |
+$25.6M |
-$24.1M |
+$1.55M |
AMZN, MSFT, NVDA, BA, NFLX
|
13F-HR |
11/14/2018, 01:14 PM |
Q2 2018 |
354 |
$116M |
+$31.3M |
-$6.92M |
+$24.3M |
AMZN, MSFT, NFLX, BA, NVDA
|
13F-HR |
8/14/2018, 01:53 PM |
Q1 2018 |
405 |
$104M |
+$27.8M |
-$15M |
+$12.9M |
AMZN, MSFT, BA, NVDA, ALGN
|
13F-HR |
5/2/2018, 02:43 PM |
Q4 2017 |
388 |
$99.2M |
+$27.7M |
-$11.6M |
+$16.1M |
AAPL, NVDA, BA, ALGN, MCD
|
13F-HR |
2/14/2018, 05:18 PM |
Q3 2017 |
394 |
$88.1M |
+$14.4M |
-$114M |
-$99.9M |
AAPL, AMZN, NVDA, MU, ALGN
|
13F-HR |
11/7/2017, 01:41 PM |
Q2 2017 |
378 |
$196M |
+$54.3M |
-$14.2M |
+$40M |
AAPL, AMZN, NVDA, VEEV, ALGN
|
13F-HR |
8/11/2017, 01:54 PM |
Q1 2017 |
362 |
$182M |
+$35.6M |
-$20.8M |
+$14.8M |
AMZN, AAPL, NVDA, UNH, BWXT
|
13F-HR |
5/5/2017, 02:07 PM |
Q4 2016 |
296 |
$178M |
+$54.9M |
-$93.8M |
-$38.9M |
NVDA, AMZN, AAPL, UNH, NOC
|
13F-HR |
2/7/2017, 02:13 PM |
Q3 2016 |
276 |
$281M |
+$80.6M |
-$26.2M |
+$54.4M |
AMZN, META, GOOG, NVDA, STZ
|
13F-HR |
11/2/2016, 01:45 PM |
Q2 2016 |
299 |
$263M |
+$87.1M |
-$44.6M |
+$42.5M |
AAPL, AMZN, META, MCD, ATO
|
13F-HR |
8/4/2016, 11:21 AM |
Q1 2016 |
225 |
$276M |
+$112M |
-$32.4M |
+$79.4M |
AAPL, META, GOOGL, HD, V
|
13F-HR |
5/3/2016, 04:39 PM |
Q4 2015 |
284 |
$288M |
+$106M |
-$34.9M |
+$71M |
AMZN, AAPL, HD, META, GOOGL
|
13F-HR |
1/29/2016, 04:00 PM |
Q3 2015 |
311 |
$300M |
+$172M |
-$20.7M |
+$151M |
STZ, AAPL, ULTA, HD, AMZN
|
13F-HR |
10/29/2015, 05:20 PM |
Q2 2015 |
353 |
$226M |
+$103M |
-$16.6M |
+$86.6M |
AAPL, DIS, SWKS, PANW, KR
|
13F-HR |
7/31/2015, 02:51 PM |
Q1 2015 |
271 |
$187M |
+$69M |
-$20.6M |
+$48.5M |
AAPL, BA, V, HBI, LOW
|
13F-HR |
4/15/2015, 04:50 PM |
Q4 2014 |
283 |
$195M |
+$98.1M |
-$19.9M |
+$78.3M |
AAPL, MSFT, INTC, UNP, AMGN
|
13F-HR |
1/26/2015, 10:59 AM |
Q3 2014 |
301 |
$187M |
+$99.8M |
-$20M |
+$79.9M |
AAPL, MSFT, GOOGLXXXX, INTC, GILD
|
13F-HR |
10/30/2014, 11:51 AM |
Q2 2014 |
242 |
$154M |
|
|
|
AAPL, CAR, LUV, HAL, GLW
|
13F-HR |
8/5/2014, 12:48 PM |
Q1 2014 |
18 |
$223K |
|
|
|
MTWXXXX, DAL, P, BRCM, HPQXXXX
|
Restatement |
5/6/2014, 10:47 AM |
Q4 2013 |
258 |
$158M |
|
|
|
AAPL, GOOGLXXXX, AMZN, BA, MA
|
13F-HR |
2/4/2014, 05:05 PM |