Q3 2023 |
36 |
$65.2M |
|
-$43.3M |
-$43.3M |
GLD, IGV, GOOG, TJX, BKNG
|
13F-HR |
11/7/2023, 03:55 PM |
Q2 2023 |
36 |
$112M |
+$1M |
-$75.1K |
+$927K |
GLD, IGV, GOOG, BMY, TJX
|
13F-HR |
8/8/2023, 11:19 AM |
Q1 2023 |
37 |
$110M |
+$467K |
-$1.98M |
-$1.52M |
GLD, IGV, GOOG, BMY, DIS
|
13F-HR |
5/3/2023, 03:37 PM |
Q4 2022 |
36 |
$108M |
+$6.4M |
-$1.53M |
+$4.87M |
GLD, IGV, BMY, GOOG, FNB
|
13F-HR |
1/26/2023, 10:50 AM |
Q3 2022 |
119 |
$101M |
+$5.8M |
-$164K |
+$5.64M |
GLD, IGV, BMY, GOOG, DIS
|
13F-HR |
10/25/2022, 11:39 AM |
Q2 2022 |
118 |
$109M |
+$6.05M |
-$3.46M |
+$2.59M |
GLD, IGV, BMY, GOOG, DIS
|
13F-HR |
8/1/2022, 03:48 PM |
Q1 2022 |
137 |
$124M |
+$7.13M |
-$731K |
+$6.4M |
GLD, IGV, GOOG, BMY, DIS
|
13F-HR |
5/9/2022, 10:53 AM |
Q4 2021 |
128 |
$121M |
+$2.41M |
-$1.17M |
+$1.24M |
IGV, GLD, GOOG, DIS, CSCO
|
13F-HR |
1/26/2022, 09:45 AM |
Q3 2021 |
117 |
$115M |
+$1.82M |
-$2.59M |
-$766K |
IGV, GLD, GOOG, DIS, BMY
|
13F-HR |
11/10/2021, 09:30 AM |
Q2 2021 |
111 |
$117M |
+$236K |
-$3.25M |
-$3.01M |
IGV, GLD, GOOG, DIS, BMY
|
13F-HR |
8/4/2021, 02:36 PM |
Q1 2021 |
129 |
$116M |
+$7.41M |
-$5.98M |
+$1.43M |
IGV, GLD, DIS, GOOG, BMY
|
13F-HR |
5/4/2021, 10:32 AM |
Q4 2020 |
114 |
$108M |
+$940K |
-$12.1M |
-$11.1M |
IGV, GLD, DIS, GOOG, BMY
|
13F-HR |
2/10/2021, 08:34 AM |
Q3 2020 |
104 |
$105M |
+$3.4M |
-$35.7M |
-$32.3M |
GLD, IGV, DIS, GOOG, BMY
|
13F-HR |
10/27/2020, 02:22 PM |
Q2 2020 |
151 |
$132M |
+$1.48M |
-$1.55M |
-$70.2K |
GLD, IGV, GOOG, DIS, BMY
|
13F-HR |
8/7/2020, 11:25 AM |
Q1 2020 |
100 |
$114M |
+$9.42M |
-$1.91M |
+$7.51M |
GLD, IGV, DIS, GOOG, BMY
|
13F-HR |
4/27/2020, 11:41 AM |
Q4 2019 |
100 |
$146M |
+$8.32M |
-$7.68M |
+$639K |
GLD, IGV, DIS, GOOG, HEDJ
|
13F-HR |
1/31/2020, 12:56 PM |
Q3 2019 |
148 |
$147M |
+$3.78M |
-$3.71M |
+$67.4K |
GLD, HEDJ, IGV, DIS, WMT
|
13F-HR |
10/23/2019, 04:27 PM |
Q2 2019 |
101 |
$146M |
+$1.29M |
-$192K |
+$1.1M |
GLD, IGV, HEDJ, DIS, WMT
|
13F-HR |
7/23/2019, 03:53 PM |
Q1 2019 |
103 |
$140M |
+$17M |
-$10.4M |
+$6.64M |
IGV, HEDJ, GLD, GOOG, DIS
|
13F-HR |
4/17/2019, 03:20 PM |
Q4 2018 |
93 |
$122M |
+$7.54M |
-$874K |
+$6.67M |
IGV, GLD, HEDJ, WMT, GOOG
|
13F-HR |
1/30/2019, 08:31 AM |
Q3 2018 |
30 |
$133M |
+$4.62M |
-$4.74M |
-$120K |
IGV, HEDJ, GLD, WMT, GOOG
|
13F-HR |
10/31/2018, 02:47 PM |
Q2 2018 |
33 |
$132M |
+$12.4M |
-$1.97M |
+$10.5M |
IGV, GLD, HEDJ, GOOG, WMT
|
13F-HR |
7/30/2018, 04:38 PM |
Q1 2018 |
30 |
$125M |
+$6.17M |
-$5.85M |
+$324K |
GLD, IGV, HEDJ, WMT, CSCO
|
13F-HR |
5/10/2018, 09:13 AM |
Q4 2017 |
29 |
$126M |
+$807K |
-$201K |
+$607K |
IGV, WMT, GLD, HEDJ, GOOG
|
13F-HR |
2/7/2018, 11:07 AM |
Q3 2017 |
99 |
$123M |
+$5.89M |
-$48.6K |
+$5.84M |
IGV, GLD, HEDJ, WMT, FNB
|
13F-HR |
11/14/2017, 08:13 AM |
Q2 2017 |
30 |
$118M |
+$6.35M |
-$3.96M |
+$2.39M |
IGV, GLD, HEDJ, WMT, FNB
|
13F-HR |
8/10/2017, 05:40 PM |
Q1 2017 |
27 |
$119M |
+$9.34M |
-$3.26M |
+$6.08M |
IGV, GLD, HEDJ, WMT, FNB
|
13F-HR |
5/8/2017, 06:17 PM |
Q4 2016 |
30 |
$110M |
+$7.51M |
-$2.9M |
+$4.61M |
IGV, GLD, WMT, FNB, KMI
|
13F-HR |
2/2/2017, 03:16 PM |
Q3 2016 |
28 |
$108M |
+$1.5M |
-$5.9M |
-$4.39M |
GLD, IGV, HEDJ, WMT, KMI
|
13F-HR |
11/1/2016, 11:04 AM |
Q2 2016 |
31 |
$112M |
+$1.1M |
-$2.16M |
-$1.05M |
GLD, IGV, HEDJ, WMT, KMI
|
13F-HR |
8/22/2016, 11:58 AM |
Q1 2016 |
30 |
$110M |
+$25.8M |
-$1.83M |
+$24M |
GLD, IGV, HEDJ, WMT, KMI
|
13F-HR |
5/9/2016, 02:34 PM |
Q4 2015 |
29 |
$95M |
+$1.7M |
-$2.2M |
-$502K |
IGV, GLD, HEDJ, WMT, PCL
|
13F-HR |
1/29/2016, 11:44 AM |
Q3 2015 |
103 |
$107M |
+$13.3M |
-$1.63M |
+$11.7M |
GLD, IGV, HEDJ, WMT, KMI
|
13F-HR |
10/26/2015, 01:58 PM |
Q2 2015 |
107 |
$104M |
+$14.9M |
-$3.34M |
+$11.5M |
IGV, GLD, HEDJ, WMT, KMI
|
13F-HR |
7/24/2015, 02:08 PM |
Q1 2015 |
131 |
$113M |
+$8.31M |
-$3.68M |
+$4.62M |
GLD, IGV, FYLD, KMI, WMT
|
13F-HR |
5/11/2015, 12:55 PM |
Q4 2014 |
106 |
$108M |
+$10.5M |
-$5.16M |
+$5.36M |
IGV, GLD, FYLD, WMT, KMI
|
13F-HR |
2/10/2015, 10:01 AM |
Q3 2014 |
122 |
$106M |
+$7.64M |
-$3.19M |
+$4.45M |
IGV, GLD, FYLD, HCC, KMR
|
13F-HR |
11/12/2014, 11:11 AM |
Q2 2014 |
122 |
$102M |
+$4.11M |
-$2.93M |
+$1.18M |
GLD, IGV, FYLD, HCC, KMR
|
13F-HR |
8/11/2014, 02:12 PM |
Q1 2014 |
126 |
$103M |
+$4.49M |
-$14.8M |
-$10.3M |
GLD, FYLD, IGV, HCC, KMR
|
13F-HR |
5/9/2014, 10:23 AM |
Q4 2013 |
217 |
$118M |
|
|
|
GLD, FYLD, IGV, PCL, HCC
|
13F-HR |
2/12/2014, 02:58 PM |