Q3 2025 |
179 |
$634M |
+$10.9M |
-$31.6M |
-$20.7M |
NVDA, AAPL, GOOGL, SPY, MSFT
|
13F-HR |
10/9/2025, 12:32 PM |
Q2 2025 |
180 |
$612M |
+$9.24M |
-$62.5M |
-$53.3M |
NVDA, SPY, AAPL, MSFT, FLMI
|
13F-HR |
7/9/2025, 11:58 AM |
Q1 2025 |
181 |
$599M |
+$22.8M |
-$57.7M |
-$34.8M |
NVDA, AAPL, FLMI, SPY, GOOGL
|
13F-HR |
4/14/2025, 11:34 AM |
Q4 2024 |
180 |
$661M |
+$8.01M |
-$61.9M |
-$53.9M |
NVDA, AAPL, AGG, SPY, FLMI
|
13F-HR |
1/16/2025, 02:35 PM |
Q3 2024 |
193 |
$725M |
+$40.4M |
-$63.2M |
-$22.8M |
NVDA, AGG, FLMI, AAPL, EMXC
|
13F-HR |
10/30/2024, 01:47 PM |
Q2 2024 |
358 |
$719M |
+$96M |
-$29.3M |
+$66.7M |
NVDA, AGG, EMXC, AAPL, SPY
|
13F-HR |
7/19/2024, 04:00 PM |
Q1 2024 |
334 |
$702M |
+$42.6M |
-$61.3M |
-$18.7M |
NVDA, AGG, SPY, EMXC, AAPL
|
13F-HR |
4/11/2024, 10:16 AM |
Q4 2023 |
351 |
$645M |
+$36.2M |
-$31.2M |
+$5.07M |
NVDA, AGG, AAPL, SPY, MSFT
|
13F-HR |
1/9/2024, 10:49 AM |
Q3 2023 |
334 |
$575M |
+$16.4M |
-$17.3M |
-$885K |
NVDA, AGG, SPY, AAPL, VWO
|
13F-HR |
10/10/2023, 12:43 PM |
Q2 2023 |
323 |
$590M |
+$17.7M |
-$34.2M |
-$16.5M |
NVDA, AGG, AAPL, SPY, VWO
|
13F-HR |
7/13/2023, 03:41 PM |
Q1 2023 |
427 |
$562M |
+$28.9M |
-$36.6M |
-$7.61M |
NVDA, AGG, AAPL, SPY, VWO
|
13F-HR |
4/13/2023, 01:05 PM |
Q4 2022 |
335 |
$530M |
+$42.2M |
-$19.5M |
+$22.6M |
AGG, SPY, VWO, NVDA, AAPL
|
13F-HR |
1/18/2023, 12:01 PM |
Q3 2022 |
308 |
$465M |
+$49.6M |
-$34.4M |
+$15.2M |
VWO, SPY, AAPL, NVDA, AGG
|
13F-HR |
10/20/2022, 09:28 AM |
Q2 2022 |
315 |
$490M |
+$47.5M |
-$65.5M |
-$18.1M |
VWO, SPY, NVDA, AAPL, AGG
|
13F-HR |
7/22/2022, 12:37 PM |
Q1 2022 |
312 |
$627M |
+$67.1M |
-$42.7M |
+$24.3M |
AGG, NVDA, VWO, VWOB, AAPL
|
13F-HR |
4/18/2022, 12:05 PM |
Q4 2021 |
318 |
$648M |
+$24M |
-$34.9M |
-$10.8M |
NVDA, VWOB, SPY, AAPL, AGG
|
13F-HR |
1/18/2022, 02:51 PM |
Q3 2021 |
300 |
$608M |
+$51.6M |
-$35.3M |
+$16.3M |
VWOB, NVDA, AGG, SPY, VWO
|
13F-HR |
10/19/2021, 02:12 PM |
Q2 2021 |
291 |
$619M |
+$37.2M |
-$49.5M |
-$12.3M |
VWOB, NVDA, AGG, VWO, SPY
|
13F-HR |
7/16/2021, 04:37 PM |
Q1 2021 |
283 |
$586M |
+$33.6M |
-$48M |
-$14.4M |
VWOB, AGG, VWO, SPY, NVDA
|
13F-HR |
4/20/2021, 04:31 PM |
Q4 2020 |
273 |
$579M |
+$37.3M |
-$24.5M |
+$12.8M |
AGG, VWOB, SPY, VWO, NVDA
|
13F-HR |
1/12/2021, 02:24 PM |
Q3 2020 |
300 |
$534M |
+$34.1M |
-$37.3M |
-$3.22M |
AGG, VWOB, SPY, NVDA, VWO
|
13F-HR |
10/8/2020, 12:02 PM |
Q2 2020 |
252 |
$506M |
+$62.4M |
-$43.8M |
+$18.6M |
AGG, VWOB, VNQ, SPY, VWO
|
13F-HR |
7/15/2020, 11:42 AM |
Q1 2020 |
249 |
$415M |
+$27.8M |
-$27.6M |
+$195K |
AGG, VWOB, VNQ, SPY, AAPL
|
Restatement |
4/14/2020, 05:27 PM |
Q4 2019 |
256 |
$506M |
+$40.5M |
-$24M |
+$16.6M |
VNQ, AGG, VWOB, SPY, EFA
|
13F-HR |
1/13/2020, 12:52 PM |
Q3 2019 |
290 |
$465M |
+$35.3M |
-$21.6M |
+$13.7M |
VWOB, VNQ, AGG, SPY, EFA
|
13F-HR |
10/23/2019, 10:14 AM |
Q2 2019 |
258 |
$444M |
+$23.3M |
-$33.6M |
-$10.3M |
VWOB, VNQ, SPY, EFA, AGG
|
13F-HR |
7/16/2019, 03:49 PM |
Q1 2019 |
266 |
$446M |
+$81.7M |
-$79.7M |
+$2.04M |
VWOB, VNQ, SPY, EFA, AGG
|
13F-HR |
4/22/2019, 01:00 PM |
Q4 2018 |
266 |
$396M |
+$55.6M |
-$23M |
+$32.7M |
VWOB, SPY, AGG, IWM, VNQ
|
13F-HR |
1/17/2019, 12:55 PM |
Q3 2018 |
263 |
$432M |
+$53.9M |
-$39.4M |
+$14.4M |
SPY, VWOB, VNQ, IWM, AMZN
|
13F-HR |
11/23/2018, 03:29 PM |
Q2 2018 |
260 |
$402M |
+$18.8M |
-$21.2M |
-$2.41M |
SPY, IWM, AMZN, ADBE, AGG
|
13F-HR |
7/17/2018, 04:30 PM |
Q1 2018 |
260 |
$401M |
+$37.5M |
-$44.9M |
-$7.45M |
SPY, IWM, VNQ, AGG, NVDA
|
13F-HR |
4/27/2018, 04:35 PM |
Q4 2017 |
262 |
$415M |
+$24M |
-$36.2M |
-$12.1M |
VNQ, SPY, SCZ, MAS, GOOGL
|
13F-HR |
1/16/2018, 03:04 PM |
Q3 2017 |
262 |
$402M |
+$21.5M |
-$18.4M |
+$3.1M |
VNQ, SPY, SCZ, V, MAS
|
13F-HR |
10/13/2017, 10:06 AM |
Q2 2017 |
272 |
$385M |
+$31M |
-$43.5M |
-$12.5M |
VNQ, SPY, SCZ, MAS, NVDA
|
13F-HR |
7/11/2017, 01:56 PM |
Q1 2017 |
321 |
$386M |
+$33.5M |
-$35.9M |
-$2.44M |
VNQ, SPY, SCZ, V, MAS
|
13F-HR |
4/28/2017, 08:30 AM |
Q4 2016 |
314 |
$374M |
+$47M |
-$33.4M |
+$13.6M |
VNQ, SPY, NVDA, EFAV, V
|
13F-HR |
1/20/2017, 12:15 PM |
Q3 2016 |
320 |
$356M |
+$29M |
-$25.5M |
+$3.48M |
VNQ, SPY, V, CELG, MAS
|
13F-HR |
10/7/2016, 11:16 AM |
Q2 2016 |
310 |
$348M |
+$34.6M |
-$42.8M |
-$8.18M |
VNQ, SPY, CELG, EFA, V
|
13F-HR |
7/11/2016, 09:50 AM |
Q1 2016 |
338 |
$358M |
+$40.9M |
-$23.6M |
+$17.3M |
VNQ, SPY, V, AGN, AAPL
|
13F-HR |
4/11/2016, 11:55 AM |
Q4 2015 |
349 |
$346M |
+$68.6M |
-$29.3M |
+$39.4M |
VNQ, SPY, AGN, V, CELG
|
13F-HR |
1/12/2016, 08:31 AM |
Q3 2015 |
382 |
$303M |
+$35.5M |
-$16.1M |
+$19.4M |
VNQ, V, AGN, AAPL, CELG
|
13F-HR |
10/13/2015, 03:36 PM |
Q2 2015 |
378 |
$314M |
+$53.1M |
-$14.6M |
+$38.4M |
VNQ, AGN, AAPL, V, CELG
|
13F-HR |
7/30/2015, 08:29 AM |
Q1 2015 |
327 |
$301M |
+$49.9M |
-$24.2M |
+$25.7M |
VNQ, B108PS, AAPL, CELG, V
|
13F-HR |
4/21/2015, 05:27 PM |
Q4 2014 |
315 |
$292M |
+$43.1M |
-$16.9M |
+$26.2M |
VNQ, CELG, V, MU, AAPL
|
13F-HR |
1/27/2015, 09:39 AM |
Q3 2014 |
288 |
$264M |
+$60.9M |
-$53.1M |
+$7.8M |
VNQ, CELG, B108PS, V, MU
|
13F-HR |
10/16/2014, 11:14 AM |
Q2 2014 |
254 |
$216M |
+$25.8M |
-$5.09M |
+$20.7M |
VNQ, EFA, V, AXP, DIS
|
13F-HR |
9/11/2014, 03:37 PM |
Q1 2014 |
297 |
$256M |
+$17M |
-$22.7M |
-$5.67M |
VNQ, V, B108PS, CELG, AXP
|
13F-HR |
4/7/2014, 10:52 AM |
Q4 2013 |
296 |
$259M |
|
|
|
VNQ, EFA, CELG, V, B108PS
|
13F-HR |
3/13/2014, 08:14 AM |