Q1 2024 |
256 |
$420M |
+$40.5M |
-$35.3M |
+$5.2M |
VOO, VGT, AAPL, GLDM, NVDA
|
13F-HR |
4/25/2024, 10:52 AM |
Q4 2023 |
249 |
$382M |
+$32.6M |
-$100M |
-$67.8M |
VOO, AAPL, GLDM, VGT, MSFT
|
13F-HR |
2/8/2024, 11:02 AM |
Q3 2023 |
327 |
$412M |
+$23.9M |
-$18.4M |
+$5.54M |
VOO, AAPL, MSFT, GLDM, VGT
|
13F-HR |
10/24/2023, 03:32 PM |
Q2 2023 |
347 |
$444M |
+$48.1M |
-$26.4M |
+$21.7M |
VOO, AAPL, MSFT, VGT, GLDM
|
13F-HR |
7/19/2023, 04:19 PM |
Q1 2023 |
348 |
$414M |
+$63M |
-$53.1M |
+$9.87M |
VOO, AAPL, GLDM, MSFT, VGT
|
13F-HR |
4/25/2023, 05:11 PM |
Q4 2022 |
343 |
$408M |
+$43.6M |
-$30.9M |
+$12.7M |
VOO, AAPL, GLDM, MSFT, BIL
|
13F-HR |
1/24/2023, 01:18 PM |
Q3 2022 |
340 |
$382M |
+$42.9M |
-$117M |
-$74.3M |
VOO, AAPL, BIL, GLDM, MSFT
|
13F-HR |
11/3/2022, 06:06 PM |
Q2 2022 |
389 |
$542M |
+$119M |
-$42.9M |
+$76.2M |
VOO, AAPL, MSFT, XOM, SGOL
|
13F-HR |
8/9/2022, 12:32 PM |
Q1 2022 |
405 |
$580M |
+$104M |
-$39M |
+$64.7M |
AAPL, VOO, MSFT, QQQ, AMZN
|
13F-HR |
5/16/2022, 04:00 PM |
Q3 2021 |
386 |
$554M |
+$53.2M |
-$25.5M |
+$27.7M |
AAPL, MSFT, QQQ, AMZN, VOO
|
13F-HR |
10/25/2021, 09:40 AM |
Q2 2021 |
382 |
$533M |
+$98.4M |
-$69.9M |
+$28.5M |
AAPL, MSFT, QQQ, AMZN, VOO
|
13F-HR |
8/13/2021, 12:27 PM |
Q1 2021 |
1,563 |
$481M |
+$55.4M |
-$40M |
+$15.4M |
AAPL, MSFT, QQQ, AMZN, JPM
|
13F-HR |
5/17/2021, 05:06 PM |
Q4 2020 |
884 |
$445M |
+$39.7M |
-$16.7M |
+$23M |
AAPL, MSFT, QQQ, AMZN, JPM
|
13F-HR |
2/17/2021, 07:20 PM |
Q3 2020 |
802 |
$388M |
+$131M |
-$12.2M |
+$119M |
AAPL, MSFT, QQQ, AMZN, UNH
|
Restatement |
11/23/2020, 03:50 PM |
Q2 2020 |
733 |
$263M |
+$31.1M |
-$24.3M |
+$6.75M |
MSFT, AAPL, JPST, KO, QQQ
|
13F-HR |
8/14/2020, 10:15 AM |
Q1 2020 |
666 |
$228M |
+$51.3M |
-$12.8M |
+$38.5M |
AAPL, JPST, AMZN, KO, AGG
|
13F-HR |
5/5/2020, 04:17 PM |
Q4 2019 |
675 |
$252M |
|
|
|
MSFT, KO, TFC, T, BAC
|
13F-HR |
5/5/2020, 04:09 PM |