Q4 2024 |
2,169 |
$159M |
+$23.8M |
-$23.7M |
+$72.1K |
NVDA, VTI, MSFT, VEA, AAPL
|
13F-HR |
2/13/2025, 11:47 AM |
Q3 2024 |
2,143 |
$159M |
+$23M |
-$26.3M |
-$3.36M |
NVDA, VTI, VEA, MSFT, AAPL
|
13F-HR |
11/1/2024, 12:30 PM |
Q2 2024 |
2,173 |
$154M |
+$28.7M |
-$26.1M |
+$2.55M |
BIL, NVDA, MSFT, VTI, VEA
|
13F-HR |
8/9/2024, 12:05 PM |
Q1 2024 |
1,964 |
$157M |
+$33.2M |
-$33.6M |
-$432K |
EDR, NVDA, VTI, MSFT, JOE
|
13F-HR |
5/10/2024, 03:54 PM |
Q4 2023 |
1,945 |
$146M |
+$23M |
-$24.2M |
-$1.2M |
NVDA, BIL, JOE, VTI, VEA
|
13F-HR |
2/9/2024, 11:41 AM |
Q3 2023 |
2,059 |
$132M |
+$23M |
-$17.7M |
+$5.3M |
BIL, NVDA, AVGO, JOE, VEA
|
13F-HR |
11/13/2023, 05:17 PM |
Q2 2023 |
1,935 |
$131M |
+$29.3M |
-$16.4M |
+$12.9M |
BIL, VTI, JOE, VEA, AAPL
|
13F-HR |
8/11/2023, 01:27 PM |
Q1 2023 |
1,823 |
$115M |
+$15.5M |
-$25.6M |
-$10.1M |
VEA, VTI, JOE, AAPL, VWO
|
13F-HR |
5/15/2023, 02:10 PM |
Q4 2022 |
1,845 |
$122M |
+$20.8M |
-$15.3M |
+$5.53M |
TSLA, VEA, JOE, BRKB, VTI
|
Restatement |
2/13/2023, 08:04 PM |
Q3 2022 |
1,759 |
$112M |
+$34.8M |
-$26M |
+$8.81M |
TSLA, TWTR, MSFT, AAPL, VEA
|
13F-HR |
11/14/2022, 12:51 PM |
Q2 2022 |
1,656 |
$121M |
+$20.2M |
-$17.2M |
+$3M |
TSLA, MSFT, AAPL, JOE, SHLX
|
13F-HR |
8/10/2022, 02:25 PM |
Q1 2022 |
1,759 |
$144M |
+$81.4M |
-$2.66M |
+$78.8M |
TSLA, MSFT, AAPL, GOOGL, JOE
|
13F-HR |
5/13/2022, 10:47 AM |
Q4 2021 |
1,718 |
$70.8M |
|
|
|
AAPL, MSFT, AMZN, GOOGL, META
|
13F-HR |
2/10/2022, 03:59 PM |