Q1 2025 |
482 |
$1.59B |
+$266M |
-$72.2M |
+$194M |
PCAR, MSFT, VOO, IDEV, DIHP
|
13F-HR |
4/18/2025, 04:29 PM |
Q4 2024 |
452 |
$1.46B |
+$113M |
-$57.1M |
+$55.4M |
PCAR, MSFT, VOO, IDEV, AMZN
|
13F-HR |
1/15/2025, 06:39 PM |
Q3 2024 |
453 |
$1.42B |
+$30.1M |
-$51.1M |
-$21M |
PCAR, MSFT, VOO, IDEV, FNDA
|
13F-HR |
10/9/2024, 02:05 PM |
Q2 2024 |
447 |
$1.41B |
+$57.2M |
-$46.7M |
+$10.4M |
PCAR, MSFT, VOO, IDEV, AMZN
|
13F-HR |
7/11/2024, 01:29 PM |
Q1 2024 |
482 |
$1.45B |
+$251M |
-$120M |
+$131M |
PCAR, MSFT, VOO, FNDA, AMZN
|
13F-HR |
4/17/2024, 11:20 AM |
Q4 2023 |
477 |
$1.21B |
+$92.7M |
-$73.4M |
+$19.3M |
MSFT, PCAR, FNDA, OMFL, VOO
|
13F-HR |
1/29/2024, 11:42 AM |
Q3 2023 |
461 |
$1.05B |
+$63.5M |
-$241M |
-$178M |
MSFT, PCAR, FNDA, AMZN, OMFL
|
13F-HR |
10/19/2023, 04:16 PM |
Q2 2023 |
488 |
$1.29B |
+$37M |
-$21M |
+$16M |
PCAR, MSFT, AMZN, OMFL, FNDA
|
13F-HR |
8/9/2023, 07:16 PM |
Q1 2023 |
509 |
$1.18B |
+$84.6M |
-$41.8M |
+$42.8M |
PCAR, MSFT, OMFL, FNDA, AMZN
|
13F-HR |
4/17/2023, 01:38 PM |
Q4 2022 |
511 |
$1.1B |
+$97.3M |
-$27.5M |
+$69.8M |
PCAR, MSFT, FNDA, OMFL, VOO
|
13F-HR |
1/25/2023, 12:15 PM |
Q3 2022 |
494 |
$999M |
+$109M |
-$20.2M |
+$88.5M |
PCAR, MSFT, AMZN, FNDA, OMFL
|
13F-HR |
10/24/2022, 03:13 PM |
Q2 2022 |
469 |
$998M |
+$135M |
-$52.1M |
+$82.7M |
PCAR, MSFT, AMZN, FNDA, IEMG
|
13F-HR |
8/10/2022, 11:48 AM |
Q1 2022 |
368 |
$1.09B |
|
|
|
MSFT, PCAR, AMZN, FNDA, OMFL
|
13F-HR |
4/8/2022, 04:03 PM |
Q4 2021 |
493 |
$1.26B |
+$84.4M |
-$31.2M |
+$53.2M |
MSFT, PCAR, AMZN, FNDA, OMFL
|
13F-HR |
2/2/2022, 09:24 AM |
Q3 2021 |
432 |
$1.12B |
+$44.5M |
-$15.2M |
+$29.2M |
PCAR, MSFT, AMZN, SBUX, FNDA
|
13F-HR |
10/18/2021, 05:05 PM |
Q2 2021 |
422 |
$1.11B |
+$55.1M |
-$6.54M |
+$48.6M |
PCAR, MSFT, AMZN, SBUX, FNDA
|
13F-HR |
8/6/2021, 08:45 AM |
Q1 2021 |
385 |
$1B |
+$65.1M |
-$34.8M |
+$30.2M |
PCAR, MSFT, AMZN, SBUX, FNDA
|
13F-HR |
4/27/2021, 10:48 AM |
Q4 2020 |
353 |
$928M |
+$76.2M |
-$17M |
+$59.2M |
PCAR, MSFT, AMZN, SBUX, FNDA
|
13F-HR |
1/15/2021, 11:14 AM |
Q3 2020 |
302 |
$778M |
+$47.9M |
-$22.5M |
+$25.4M |
PCAR, MSFT, AMZN, SBUX, IEMG
|
13F-HR |
10/9/2020, 03:41 PM |
Q2 2020 |
283 |
$714M |
+$102M |
-$34.2M |
+$67.6M |
PCAR, MSFT, AMZN, SBUX, IEMG
|
13F-HR |
7/7/2020, 07:02 PM |
Q1 2020 |
256 |
$530M |
+$55.1M |
-$21.8M |
+$33.3M |
PCAR, MSFT, AMZN, FNDA, IEMG
|
13F-HR |
4/24/2020, 02:34 PM |
Q4 2019 |
295 |
$630M |
+$59.5M |
-$25M |
+$34.5M |
PCAR, MSFT, AMZN, IEMG, FNDA
|
13F-HR |
1/22/2020, 09:19 AM |
Q3 2019 |
278 |
$545M |
+$61.2M |
-$6.22M |
+$55M |
PCAR, MSFT, AMZN, IEMG, VUG
|
13F-HR |
10/22/2019, 06:17 PM |
Q2 2019 |
263 |
$497M |
+$86.8M |
-$18.5M |
+$68.3M |
PCAR, AMZN, MSFT, VUG, IEMG
|
13F-HR |
8/2/2019, 11:11 AM |
Q1 2019 |
208 |
$411M |
+$117M |
-$11.5M |
+$105M |
PCAR, MSFT, AMZN, VUG, VBR
|
13F-HR |
5/13/2019, 09:00 PM |
Q4 2018 |
118 |
$275M |
+$53.5M |
-$2.95M |
+$50.6M |
PCAR, AMZN, VUG, VBR, SHM
|
13F-HR |
2/8/2019, 08:16 PM |
Q3 2018 |
123 |
$282M |
+$31.1M |
-$7.79M |
+$23.3M |
PCAR, AMZN, VUG, AAPL, IEMG
|
13F-HR |
11/13/2018, 11:26 AM |
Q2 2018 |
90 |
$241M |
+$21.1M |
-$2.73M |
+$18.3M |
PCAR, AMZN, VUG, IWB, IEMG
|
13F-HR |
8/6/2018, 06:55 PM |
Q1 2018 |
65 |
$219M |
+$7.77M |
-$6.47M |
+$1.3M |
PCAR, AMZN, VUG, RDFN, IWB
|
13F-HR |
5/14/2018, 01:35 PM |
Q4 2017 |
67 |
$224M |
+$4.22M |
-$5.44M |
-$1.21M |
PCAR, AMZN, VUG, IWB, VTV
|
13F-HR |
2/9/2018, 03:10 PM |
Q3 2017 |
70 |
$238M |
+$5.67M |
-$11.9M |
-$6.24M |
PCAR, AMZN, VUG, SAGE, AGIO
|
13F-HR |
11/7/2017, 03:23 PM |
Q2 2017 |
94 |
$237M |
+$1.55M |
-$7.47M |
-$5.91M |
PCAR, AMZN, VUG, SAGE, AGIO
|
13F-HR |
8/11/2017, 01:53 PM |
Q1 2017 |
89 |
$237M |
+$6.63M |
-$3.74M |
+$2.89M |
PCAR, AMZN, VUG, SAGE, AGIO
|
13F-HR |
5/4/2017, 03:59 PM |
Q4 2016 |
89 |
$236M |
+$22.8M |
-$3.1M |
+$19.7M |
PCAR, AMZN, SUB, VUG, SAGE
|
Restatement |
2/14/2017, 12:46 PM |
Q3 2016 |
93 |
$214M |
+$12.9M |
-$1.71M |
+$11.2M |
PCAR, AMZN, VUG, SAGE, AGIO
|
13F-HR |
11/14/2016, 11:10 AM |
Q2 2016 |
83 |
$187M |
+$10.9M |
-$2.45M |
+$8.41M |
PCAR, AMZN, VUG, JUNO, VTV
|
13F-HR |
8/12/2016, 01:42 PM |
Q1 2016 |
82 |
$178M |
+$16.7M |
-$10.7M |
+$5.98M |
PCAR, AMZN, VUG, IWB, JUNO
|
13F-HR |
5/10/2016, 12:57 PM |
Q4 2015 |
77 |
$170M |
|
|
|
PCAR, AMZN, VUG, VEU, JUNO
|
New Holdings |
5/10/2016, 11:23 AM |
Q4 2015 |
49 |
$155M |
|
|
|
PCAR, AMZN, VUG, VEU, JUNO
|
13F-HR |
2/12/2016, 07:10 PM |