Q2 2025 |
129 |
$194M |
+$40.5M |
-$1.06M |
+$39.5M |
AAPL, AMZN, JQUA, CGDV, BRKB
|
13F-HR |
7/22/2025, 06:18 PM |
Q1 2025 |
98 |
$147M |
+$7.42M |
-$1.84M |
+$5.59M |
AAPL, AMZN, JQUA, VTI, CGDV
|
13F-HR |
4/30/2025, 05:29 PM |
Q4 2024 |
99 |
$145M |
+$12.8M |
-$2.9M |
+$9.95M |
AAPL, AMZN, JQUA, VTI, CGDV
|
13F-HR |
1/28/2025, 12:22 PM |
Q3 2024 |
92 |
$133M |
+$8.41M |
-$3.28M |
+$5.14M |
AAPL, AMZN, VTI, JQUA, CGDV
|
13F-HR |
10/18/2024, 05:16 PM |
Q2 2024 |
87 |
$123M |
+$7.3M |
-$1.72M |
+$5.58M |
AAPL, AMZN, VTI, JQUA, CGDV
|
13F-HR |
7/17/2024, 05:33 PM |
Q1 2024 |
85 |
$114M |
+$6.13M |
-$2.93M |
+$3.2M |
AAPL, AMZN, VTI, JQUA, BRKB
|
13F-HR |
4/17/2024, 06:32 PM |
Q4 2023 |
81 |
$104M |
$0 |
$0 |
|
AAPL, AMZN, VTI, BRKB, JQUA
|
13F-HR |
2/13/2024, 06:38 PM |