Q4 2023 |
145 |
$221M |
+$37M |
-$7.03M |
+$29.9M |
MSFT, AAPL, TLH, IEMG, EMXC
|
13F-HR |
1/17/2024, 04:54 PM |
Q3 2023 |
129 |
$172M |
+$7.77M |
-$6.08M |
+$1.69M |
MSFT, AAPL, IEMG, NEAR, GOVT
|
13F-HR |
10/16/2023, 06:02 PM |
Q2 2023 |
128 |
$178M |
+$6.25M |
-$8.9M |
-$2.64M |
MSFT, AAPL, NEAR, GOVT, IEMG
|
13F-HR |
7/18/2023, 11:34 AM |
Q1 2023 |
127 |
$173M |
+$6.99M |
-$18.4M |
-$11.4M |
NEAR, AAPL, MSFT, GOVT, IEMG
|
13F-HR |
4/11/2023, 04:31 PM |
Q4 2022 |
136 |
$179M |
+$16M |
-$25M |
-$9.01M |
NEAR, AAPL, GOVT, MSFT, EMXC
|
Restatement |
2/15/2023, 11:24 AM |
Q3 2022 |
131 |
$177M |
+$13.4M |
-$5.29M |
+$8.13M |
NEAR, AAPL, MSFT, GOVT, EMXC
|
13F-HR |
10/11/2022, 04:44 PM |
Q2 2022 |
142 |
$181M |
+$5.36M |
-$2.94M |
+$2.42M |
NEAR, AAPL, MSFT, GOVT, GOOGL
|
13F-HR |
7/19/2022, 02:56 PM |
Q1 2022 |
147 |
$204M |
+$33.7M |
-$8.79M |
+$24.9M |
NEAR, AAPL, MSFT, GOVT, GOOGL
|
13F-HR |
4/15/2022, 04:00 PM |
Q4 2021 |
120 |
$163M |
|
|
|
NEAR, MSFT, GOVT, EMB, GOOGL
|
13F-HR |
1/14/2022, 01:58 PM |
Q3 2021 |
139 |
$189M |
+$19.9M |
-$3.81M |
+$16.1M |
NEAR, AAPL, MSFT, GOVT, EMB
|
13F-HR |
10/13/2021, 07:16 PM |
Q2 2021 |
140 |
$176M |
+$11.2M |
-$6.38M |
+$4.8M |
NEAR, AAPL, MSFT, GOVT, EMB
|
13F-HR |
7/12/2021, 05:41 PM |
Q1 2021 |
135 |
$161M |
+$15.1M |
-$4.57M |
+$10.6M |
NEAR, MSFT, AAPL, GOVT, EMB
|
13F-HR |
4/15/2021, 05:45 PM |
Q4 2020 |
134 |
$144M |
+$27.9M |
-$7.6M |
+$20.3M |
NEAR, AAPL, MSFT, GOVT, EMB
|
13F-HR |
1/20/2021, 04:46 PM |
Q2 2020 |
127 |
$112M |
+$13.6M |
-$5.8M |
+$7.79M |
NEAR, MSFT, AAPL, GIS, IVV
|
13F-HR |
7/21/2020, 12:07 PM |
Q1 2020 |
110 |
$91.2M |
+$10.5M |
-$6.03M |
+$4.46M |
NEAR, MSFT, AAPL, GIS, EFA
|
13F-HR |
5/6/2020, 05:11 PM |
Q4 2019 |
125 |
$112M |
|
|
|
NEAR, MSFT, AAPL, IEFA, EFA
|
13F-HR |
2/10/2020, 03:40 PM |