Q4 2024 |
1,054 |
$2.6B |
+$440M |
-$127M |
+$313M |
NVDA, AAPL, MSFT, SPY, JPST
|
13F-HR |
2/14/2025, 10:05 AM |
Q3 2024 |
975 |
$2.31B |
+$259M |
-$140M |
+$119M |
NVDA, AAPL, MSFT, JPST, VTV
|
13F-HR |
10/15/2024, 12:30 PM |
Q2 2024 |
956 |
$2.11B |
+$476M |
-$242M |
+$235M |
NVDA, AAPL, MSFT, VTV, JPST
|
13F-HR |
8/7/2024, 04:35 PM |
Q1 2024 |
895 |
$1.92B |
+$257M |
-$184M |
+$72.7M |
NVDA, AAPL, MSFT, IWY, IQLT
|
13F-HR |
5/14/2024, 04:06 PM |
Q4 2023 |
881 |
$1.72B |
+$422M |
-$95.4M |
+$327M |
AAPL, NVDA, MSFT, IWY, IQLT
|
13F-HR |
2/14/2024, 12:22 PM |
Q3 2023 |
911 |
$1.3B |
+$323M |
-$79M |
+$244M |
AAPL, MSFT, IWY, IQLT, SPY
|
13F-HR |
11/3/2023, 04:49 PM |
Q2 2023 |
788 |
$1.09B |
+$60.2M |
-$452M |
-$392M |
AAPL, MSFT, IWY, SPY, NVDA
|
13F-HR |
8/11/2023, 10:43 AM |
Q1 2023 |
862 |
$1.57B |
+$597M |
-$43.3M |
+$554M |
AAPL, VOO, MSFT, IQLT, BSCQ
|
13F-HR |
5/8/2023, 04:51 PM |
Q4 2022 |
734 |
$997M |
+$101M |
-$192M |
-$90.2M |
AAPL, MSFT, IWY, DGRO, IYK
|
13F-HR |
1/25/2023, 01:10 PM |
Q3 2022 |
532 |
$492M |
+$78.2M |
-$40.4M |
+$37.8M |
JPST, AMZN, SPY, TPL, VOO
|
13F-HR |
11/14/2022, 08:36 AM |
Q2 2022 |
642 |
$723M |
+$67.9M |
-$110M |
-$41.8M |
AAPL, MSFT, SPY, PG, AMZN
|
13F-HR |
8/10/2022, 03:35 PM |
Q1 2022 |
661 |
$917M |
+$90.8M |
-$47.2M |
+$43.7M |
AAPL, MSFT, SPY, AMZN, VOO
|
13F-HR |
5/13/2022, 03:00 PM |
Q4 2021 |
652 |
$952M |
+$184M |
-$11.4M |
+$173M |
AAPL, MSFT, VOO, JPM, AMZN
|
13F-HR |
2/9/2022, 08:14 AM |
Q3 2021 |
594 |
$773M |
+$93.1M |
-$53M |
+$40.1M |
AAPL, MSFT, VOO, AMZN, JPM
|
13F-HR |
11/9/2021, 09:50 AM |
Q2 2021 |
581 |
$709M |
+$123M |
-$27.4M |
+$95.6M |
AAPL, MSFT, AMZN, VOO, JPM
|
13F-HR |
7/29/2021, 01:39 PM |
Q1 2021 |
541 |
$577M |
+$102M |
-$25.9M |
+$76M |
AAPL, MSFT, AMZN, VOO, TPL
|
13F-HR |
4/29/2021, 11:57 AM |
Q4 2020 |
481 |
$475M |
+$51.5M |
-$24.4M |
+$27.1M |
AAPL, AMZN, MSFT, VOO, FV
|
13F-HR |
1/22/2021, 02:12 PM |
Q3 2020 |
452 |
$410M |
+$56.3M |
-$23.5M |
+$32.9M |
AAPL, AMZN, MSFT, VOO, FV
|
13F-HR |
10/30/2020, 11:40 AM |
Q2 2020 |
438 |
$375M |
+$52.2M |
-$14.5M |
+$37.7M |
MSFT, AAPL, AMZN, VOO, FV
|
13F-HR |
8/12/2020, 09:26 AM |
Q1 2020 |
393 |
$294M |
+$35.4M |
-$24.6M |
+$10.8M |
MSFT, AAPL, AMZN, GBIL, VOO
|
13F-HR |
4/17/2020, 01:44 PM |
Q4 2019 |
440 |
$382M |
+$43.3M |
-$16.4M |
+$26.8M |
MSFT, AAPL, VOO, JPM, GBIL
|
13F-HR |
1/16/2020, 01:47 PM |
Q3 2019 |
437 |
$348M |
+$57.6M |
-$11.8M |
+$45.8M |
MSFT, GBIL, AAPL, JPM, VOO
|
13F-HR |
10/10/2019, 03:14 PM |
Q2 2019 |
403 |
$310M |
+$25.6M |
-$17.5M |
+$8.08M |
MSFT, JPM, AMZN, AAPL, GBIL
|
13F-HR |
7/16/2019, 04:37 PM |
Q1 2019 |
417 |
$307M |
+$89.5M |
-$3.21M |
+$86.3M |
MSFT, GBIL, SCHW, AAPL, JPM
|
13F-HR |
4/9/2019, 04:03 PM |
Q4 2018 |
1,613 |
$233M |
+$62.6M |
-$10.2M |
+$52.3M |
SCHW, MSFT, AAPL, JPM, FV
|
13F-HR |
1/24/2019, 01:52 PM |
Q3 2018 |
357 |
$214M |
+$47.6M |
-$8.97M |
+$38.7M |
SCHW, AAPL, MSFT, FV, JPM
|
13F-HR |
10/9/2018, 08:15 AM |
Q1 2018 |
1,653 |
$216M |
+$25.7M |
-$19.9M |
+$5.89M |
SCHW, MSFT, JPM, FV, AAPL
|
13F-HR |
5/15/2018, 05:03 PM |
Q4 2017 |
1,645 |
$216M |
|
|
|
JPM, MSFT, AAPL, FV, META
|
13F-HR |
2/16/2018, 03:37 PM |