Q1 2025 |
243 |
$335M |
+$20.5M |
-$15M |
+$5.49M |
MSFT, AAPL, QQQ, NVDA, AMZN
|
13F-HR |
4/14/2025, 10:53 AM |
Q4 2024 |
239 |
$343M |
+$44.9M |
-$25.2M |
+$19.7M |
NVDA, AVGO, MSFT, AAPL, QQQ
|
13F-HR |
1/15/2025, 07:59 AM |
Q3 2024 |
229 |
$322M |
+$25.5M |
-$15.4M |
+$10.1M |
MSFT, NVDA, QQQ, AAPL, AVGO
|
13F-HR |
10/15/2024, 01:29 PM |
Q2 2024 |
228 |
$305M |
+$35.2M |
-$19.6M |
+$15.6M |
MSFT, NVDA, QQQ, AAPL, GOOGL
|
13F-HR |
7/10/2024, 12:29 PM |
Q1 2024 |
224 |
$292M |
+$19.5M |
-$9.69M |
+$9.8M |
NVDA, MSFT, QQQ, VYM, GOOGL
|
13F-HR |
4/11/2024, 05:16 PM |
Q4 2023 |
226 |
$264M |
+$22.6M |
-$12.6M |
+$9.98M |
QQQ, MSFT, AAPL, VYM, GOOGL
|
13F-HR |
1/12/2024, 11:38 AM |
Q3 2023 |
218 |
$229M |
+$11.6M |
-$4.39M |
+$7.23M |
QQQ, AAPL, MSFT, VYM, GOOGL
|
13F-HR |
10/18/2023, 09:05 AM |
Q2 2023 |
226 |
$238M |
+$14.8M |
-$6.76M |
+$8.05M |
AAPL, QQQ, MSFT, VYM, GOOGL
|
13F-HR |
7/13/2023, 09:00 AM |
Q1 2023 |
221 |
$219M |
+$13.4M |
-$2.93M |
+$10.4M |
QQQ, AAPL, VYM, MSFT, GOOGL
|
13F-HR |
4/12/2023, 09:10 AM |
Q4 2022 |
213 |
$199M |
+$22.1M |
-$8.01M |
+$14.1M |
VYM, QQQ, AAPL, MSFT, SPYD
|
13F-HR |
1/10/2023, 12:19 PM |
Q3 2022 |
198 |
$183M |
+$10.4M |
-$2.89M |
+$7.46M |
QQQ, VYM, AAPL, MSFT, UNH
|
13F-HR |
10/11/2022, 12:32 PM |
Q2 2022 |
213 |
$198M |
+$11.3M |
-$6.96M |
+$4.29M |
QQQ, VYM, AAPL, MSFT, GOOGL
|
13F-HR |
7/13/2022, 02:31 PM |
Q1 2022 |
226 |
$233M |
+$17.1M |
-$10.2M |
+$6.94M |
QQQ, AAPL, VYM, MSFT, GOOGL
|
13F-HR |
4/12/2022, 01:15 PM |
Q4 2021 |
219 |
$245M |
+$21.7M |
-$11.4M |
+$10.3M |
QQQ, AAPL, VYM, MSFT, GOOGL
|
13F-HR |
1/31/2022, 02:55 PM |
Q3 2021 |
214 |
$227M |
+$9.78M |
-$5.19M |
+$4.59M |
QQQ, VYM, AAPL, MSFT, GOOGL
|
13F-HR |
10/29/2021, 03:16 PM |
Q2 2021 |
220 |
$226M |
+$7.45M |
-$28.6M |
-$21.1M |
QQQ, VYM, AAPL, MSFT, RSP
|
13F-HR |
7/13/2021, 03:19 PM |
Q1 2021 |
226 |
$233M |
+$12M |
-$12.3M |
-$265K |
QQQ, RSP, VYM, VEA, AAPL
|
13F-HR |
5/6/2021, 11:30 AM |
Q4 2020 |
230 |
$222M |
+$17.2M |
-$32.8M |
-$15.7M |
QQQ, RSP, AAPL, VYM, VEA
|
13F-HR |
2/5/2021, 11:23 AM |
Q3 2020 |
227 |
$221M |
+$24.3M |
-$8.56M |
+$15.8M |
QQQ, RSP, AAPL, BIL, VEA
|
13F-HR |
10/13/2020, 12:43 PM |
Q2 2020 |
217 |
$200M |
+$27.7M |
-$13.9M |
+$13.8M |
QQQ, RSP, BIL, VEA, AAPL
|
13F-HR |
7/14/2020, 10:33 AM |
Q1 2020 |
190 |
$166M |
+$20.1M |
-$31.7M |
-$11.5M |
BIL, QQQ, RSP, SPIB, AAPL
|
13F-HR |
4/6/2020, 11:05 AM |
Q4 2019 |
252 |
$246M |
+$11.6M |
-$4.58M |
+$7.03M |
QQQ, RSP, VEA, PG, IJR
|
13F-HR |
1/30/2020, 09:39 AM |
Q3 2019 |
238 |
$229M |
+$15.6M |
-$7.27M |
+$8.36M |
QQQ, RSP, VEA, PG, IJR
|
13F-HR |
11/20/2019, 12:32 PM |
Q2 2019 |
228 |
$221M |
+$17.5M |
-$6.18M |
+$11.3M |
QQQ, RSP, VEA, IJR, PG
|
13F-HR |
7/9/2019, 02:21 PM |
Q1 2019 |
221 |
$212M |
|
|
|
QQQ, RSP, VEA, IJR, PG
|
13F-HR |
4/30/2019, 10:53 AM |