Q1 2025 |
588 |
$1.64B |
+$204M |
-$65.7M |
+$138M |
AAPL, MSFT, AMZN, NVDA, SPBO
|
13F-HR |
4/11/2025, 10:27 AM |
Q4 2024 |
537 |
$1.56B |
+$158M |
-$73.7M |
+$84.6M |
AAPL, MSFT, AMZN, NVDA, SPBO
|
13F-HR |
1/15/2025, 08:44 AM |
Q3 2024 |
540 |
$1.45B |
+$83.1M |
-$49.2M |
+$33.9M |
AAPL, MSFT, AMZN, NVDA, SPBO
|
13F-HR |
10/11/2024, 04:35 PM |
Q2 2024 |
518 |
$1.35B |
+$142M |
-$73.1M |
+$69.2M |
MSFT, AAPL, NVDA, AMZN, SPBO
|
13F-HR |
8/2/2024, 06:07 AM |
Q1 2024 |
509 |
$1.29B |
+$169M |
-$148M |
+$20.3M |
MSFT, AAPL, AMZN, QGRO, SPBO
|
13F-HR |
4/15/2024, 01:21 PM |
Q4 2023 |
503 |
$1.18B |
+$198M |
-$97.9M |
+$100M |
MSFT, AAPL, IGSB, AMZN, VYMI
|
13F-HR |
1/18/2024, 08:54 AM |
Q3 2023 |
479 |
$975M |
+$260M |
-$36.9M |
+$223M |
AAPL, MSFT, VYMI, AMZN, VUG
|
13F-HR |
10/10/2023, 01:29 PM |
Q2 2023 |
445 |
$795M |
+$193M |
-$21.9M |
+$171M |
AAPL, VYMI, MSFT, VUG, VYM
|
13F-HR |
7/17/2023, 10:09 AM |
Q1 2023 |
393 |
$602M |
+$67M |
-$28.1M |
+$38.9M |
VYMI, AAPL, VUG, VYM, MSFT
|
13F-HR |
4/10/2023, 10:48 AM |
Q4 2022 |
368 |
$546M |
+$149M |
-$36.6M |
+$112M |
VUG, VYMI, AAPL, VYM, MSFT
|
13F-HR |
1/19/2023, 09:39 AM |
Q3 2022 |
314 |
$409M |
+$27.9M |
-$25.9M |
+$2M |
VUG, VEA, AAPL, VYM, MINT
|
13F-HR |
10/17/2022, 09:23 AM |
Q2 2022 |
322 |
$455M |
+$92.5M |
-$32.5M |
+$60M |
VUG, MINT, VEA, AAPL, VYM
|
13F-HR |
7/11/2022, 04:13 PM |
Q1 2022 |
335 |
$485M |
+$61.6M |
-$13.6M |
+$48M |
VUG, AAPL, VEA, MINT, MSFT
|
13F-HR |
4/18/2022, 05:19 PM |
Q4 2021 |
325 |
$469M |
+$88.5M |
-$27.5M |
+$60.9M |
VUG, AAPL, VEA, MINT, MSFT
|
13F-HR |
1/18/2022, 01:38 PM |
Q3 2021 |
310 |
$387M |
+$38M |
-$10.2M |
+$27.9M |
VUG, AAPL, VEA, MSFT, XSOE
|
13F-HR |
10/14/2021, 09:08 AM |
Q2 2021 |
296 |
$367M |
+$140M |
-$4.12M |
+$136M |
VUG, AAPL, VEA, XSOE, SPY
|
13F-HR |
7/22/2021, 12:48 PM |
Q1 2021 |
237 |
$219M |
+$20.1M |
-$10M |
+$10M |
AAPL, SPY, MSFT, AMZN, MINT
|
13F-HR |
4/29/2021, 07:09 AM |
Q4 2020 |
232 |
$205M |
+$22.6M |
-$7.65M |
+$15M |
AAPL, AMZN, SPY, MINT, MSFT
|
13F-HR |
1/19/2021, 06:15 AM |
Q3 2020 |
209 |
$180M |
+$17.4M |
-$2.4M |
+$15M |
AAPL, MINT, AMZN, SPY, MSFT
|
13F-HR |
10/22/2020, 08:34 AM |
Q2 2020 |
971 |
$188M |
+$17.8M |
-$7.09M |
+$10.7M |
AAPL, AMZN, MSFT, SPY, MINT
|
13F-HR |
8/14/2020, 04:08 PM |
Q1 2020 |
920 |
$150M |
+$32.2M |
-$8.67M |
+$23.5M |
AAPL, SPY, AMZN, MSFT, MINT
|
13F-HR |
5/15/2020, 03:17 PM |
Q4 2019 |
929 |
$164M |
|
|
|
AAPL, SPY, ADP, MSFT, HD
|
13F-HR |
2/21/2020, 03:23 PM |