Q4 2024 |
132 |
$370M |
+$24.6M |
-$42.1M |
-$17.5M |
CMF, MSFT, AMZN, AAPL, NVDA
|
13F-HR |
2/13/2025, 02:11 PM |
Q3 2024 |
138 |
$387M |
+$26.4M |
-$18.8M |
+$7.59M |
AAPL, CMF, MSFT, AMZN, NVDA
|
13F-HR |
11/14/2024, 03:43 PM |
Q2 2024 |
144 |
$370M |
+$35.7M |
-$78.8M |
-$43.1M |
AAPL, MSFT, CMF, AMZN, NVDA
|
13F-HR |
8/14/2024, 04:15 PM |
Q1 2024 |
148 |
$417M |
+$65.2M |
-$21.8M |
+$43.4M |
CMF, MSFT, AAPL, IVV, VGSH
|
13F-HR |
5/15/2024, 02:53 PM |
Q4 2023 |
136 |
$356M |
+$55.1M |
-$56.9M |
-$1.83M |
CMF, AAPL, MSFT, VGSH, IVV
|
13F-HR |
2/12/2024, 03:32 PM |
Q3 2023 |
138 |
$321M |
+$87.4M |
-$13.9M |
+$73.6M |
CMF, IEFA, ROST, AAPL, SUB
|
13F-HR |
10/31/2023, 11:36 AM |
Q2 2023 |
136 |
$268M |
+$52M |
-$19.7M |
+$32.4M |
CMF, SUB, AAPL, VGSH, IEFA
|
13F-HR |
8/31/2023, 07:22 PM |
Q1 2023 |
128 |
$230M |
+$41M |
-$12.3M |
+$28.7M |
SUB, CMF, VGSH, AAPL, IEFA
|
13F-HR |
5/15/2023, 11:59 AM |
Q4 2022 |
113 |
$196M |
+$37.6M |
-$7.26M |
+$30.3M |
SUB, CMF, VGSH, AAPL, HYLS
|
13F-HR |
2/13/2023, 02:24 PM |
Q3 2022 |
98 |
$162M |
+$20.4M |
-$8.12M |
+$12.3M |
SUB, VGSH, AAPL, CMF, MUB
|
13F-HR |
11/14/2022, 08:14 AM |
Q2 2022 |
104 |
$164M |
+$29.4M |
-$18.9M |
+$10.5M |
SUB, MUB, VGSH, AAPL, IGIB
|
13F-HR |
8/12/2022, 10:08 AM |
Q1 2022 |
110 |
$185M |
+$137M |
-$51.2M |
+$85.3M |
SUB, MUB, AAPL, VGSH, IEFA
|
13F-HR |
5/4/2022, 03:50 PM |
Q4 2021 |
112 |
$167M |
|
|
|
SHV, AGG, IEF, IEFA, AAPL
|
13F-HR |
2/14/2022, 07:11 AM |