Q1 2025 |
109 |
$283M |
+$26.9M |
-$27.3M |
-$429K |
AAPL, VUG, MSFT, AMZN, JEPI
|
13F-HR |
4/11/2025, 10:29 AM |
Q4 2024 |
107 |
$300M |
+$13.5M |
-$8.19M |
+$5.28M |
AAPL, VUG, MSFT, AMZN, SPY
|
13F-HR |
1/15/2025, 04:37 PM |
Q3 2024 |
108 |
$283M |
+$16.3M |
-$4.02M |
+$12.3M |
AAPL, VUG, MSFT, AMZN, IJH
|
13F-HR |
10/7/2024, 08:22 AM |
Q2 2024 |
97 |
$261M |
+$22.2M |
-$7.84M |
+$14.4M |
AAPL, VUG, MSFT, AMZN, JEPI
|
13F-HR |
7/15/2024, 08:12 AM |
Q1 2024 |
97 |
$238M |
+$33.5M |
-$9.34M |
+$24.1M |
AAPL, VUG, MSFT, AMZN, IJH
|
13F-HR |
4/15/2024, 02:20 PM |
Q4 2023 |
88 |
$213M |
+$16.8M |
-$12.4M |
+$4.36M |
AAPL, VUG, MSFT, AMZN, JPST
|
13F-HR |
1/18/2024, 09:06 AM |
Q3 2023 |
85 |
$189M |
+$10.8M |
-$1.87M |
+$8.92M |
AAPL, VUG, JPST, MSFT, AMZN
|
13F-HR |
10/10/2023, 01:42 PM |
Q2 2023 |
95 |
$192M |
+$13.8M |
-$2.76M |
+$11M |
AAPL, VUG, MSFT, JPST, AMZN
|
13F-HR |
7/14/2023, 02:01 PM |
Q1 2023 |
91 |
$166M |
+$10.4M |
-$1.79M |
+$8.61M |
AAPL, VUG, JPST, MSFT, AMZN
|
13F-HR |
4/21/2023, 02:16 PM |
Q4 2022 |
89 |
$145M |
+$12.6M |
-$4.83M |
+$7.77M |
AAPL, VUG, JPST, MSFT, VIG
|
13F-HR |
1/25/2023, 10:43 AM |
Q3 2022 |
84 |
$137M |
+$8.18M |
-$2.98M |
+$5.2M |
AAPL, VUG, AMZN, JPST, MSFT
|
13F-HR |
11/14/2022, 11:35 AM |
Q2 2022 |
87 |
$140M |
+$14.1M |
-$4.07M |
+$10M |
AAPL, VUG, AMZN, MSFT, VIG
|
13F-HR |
8/11/2022, 03:59 PM |
Q1 2022 |
95 |
$175M |
+$29.2M |
-$2.47M |
+$26.8M |
AAPL, VUG, AMZN, MSFT, SNOW
|
13F-HR |
4/13/2022, 04:54 PM |
Q4 2021 |
105 |
$159M |
+$12.9M |
-$3.68M |
+$9.22M |
AAPL, VUG, AMZN, MSFT, VIG
|
13F-HR |
2/11/2022, 09:45 AM |
Q3 2021 |
93 |
$140M |
+$24.8M |
-$18.1M |
+$6.69M |
AAPL, VUG, AMZN, MSFT, VIG
|
13F-HR |
11/12/2021, 01:47 PM |
Q2 2021 |
95 |
$134M |
+$13.9M |
-$6.57M |
+$7.33M |
AAPL, AMZN, VIG, VUG, JPST
|
13F-HR |
8/16/2021, 10:53 AM |
Q1 2021 |
81 |
$121M |
+$16.4M |
-$6.34M |
+$10.1M |
AAPL, AMZN, VIG, JPST, VUG
|
13F-HR |
5/7/2021, 06:37 AM |
Q4 2020 |
68 |
$109M |
|
|
|
AAPL, AMZN, JPST, VIG, MSFT
|
13F-HR |
2/12/2021, 02:35 PM |