Q4 2024 |
1,001 |
$159M |
+$9.52M |
-$111M |
-$101M |
AAPL, TSLA, VEA, VWO, MSFT
|
13F-HR |
1/13/2025, 11:23 AM |
Q3 2024 |
1,354 |
$261M |
+$93M |
-$8.38M |
+$84.6M |
AAPL, VEA, TSLA, VWO, MSFT
|
13F-HR |
10/22/2024, 05:00 PM |
Q2 2024 |
989 |
$165M |
+$16.7M |
-$11M |
+$5.7M |
AAPL, VEA, IVV, MSFT, VWO
|
13F-HR |
7/26/2024, 02:35 PM |
Q1 2024 |
966 |
$158M |
+$15.3M |
-$20.6M |
-$5.31M |
AAPL, VEA, IVV, MSFT, TSLA
|
13F-HR |
5/8/2024, 02:05 PM |
Q4 2023 |
790 |
$143M |
+$29.7M |
-$102M |
-$72.5M |
AAPL, VEA, TSLA, IVV, BILS
|
13F-HR |
2/8/2024, 11:28 AM |
Q3 2023 |
893 |
$215M |
+$50.6M |
-$4.93M |
+$45.7M |
VEA, IVV, VWO, VTIP, AAPL
|
13F-HR |
11/13/2023, 03:24 PM |
Q2 2023 |
835 |
$175M |
+$7.82M |
-$17.8M |
-$9.96M |
IVV, VEA, VWO, VTIP, MSFT
|
13F-HR |
8/10/2023, 10:17 AM |
Q1 2023 |
903 |
$182M |
+$19.6M |
-$21.1M |
-$1.52M |
VEA, IVV, VWO, ICSH, VTIP
|
Restatement |
4/26/2023, 03:24 PM |
Q4 2022 |
927 |
$178M |
+$35.1M |
-$25.3M |
+$9.73M |
IVV, VEA, VWO, VTIP, GBDC
|
13F-HR |
1/26/2023, 01:06 PM |
Q3 2022 |
805 |
$162M |
+$25.5M |
-$14.8M |
+$10.7M |
IVV, VEA, ICSH, VWO, SCZ
|
13F-HR |
11/22/2022, 04:45 PM |
Q2 2022 |
1,101 |
$163M |
+$68M |
-$7.22M |
+$60.8M |
IVV, VEA, ICSH, FLOT, VWO
|
13F-HR |
8/19/2022, 12:42 PM |
Q1 2022 |
284 |
$123M |
+$13M |
-$12.4M |
+$635K |
IVV, VEA, ICSH, VWO, FLOT
|
13F-HR |
5/11/2022, 12:09 PM |
Q4 2021 |
933 |
$151M |
+$8.62M |
-$30.7M |
-$22.1M |
IVV, VEA, ICSH, VWO, MSFT
|
13F-HR |
1/21/2022, 03:54 PM |
Q3 2021 |
828 |
$112M |
$0 |
$0 |
|
IVV, UBER, EFAV, NET, VCSH
|
13F-HR |
11/12/2021, 12:10 PM |
Q2 2021 |
652 |
$65.9M |
$0 |
$0 |
|
UBER, EFAV, MSFT, IGMS, BND
|
13F-HR |
7/30/2021, 03:50 PM |