| Q3 2017 |
24 |
$23.2M |
+$542K |
-$6.23M |
-$5.68M |
VTI, SHV, SCHB, VEU, RESN
|
13F-HR |
11/14/2017, 11:08 AM |
| Q2 2017 |
153 |
$101M |
+$8.61M |
-$140M |
-$131M |
AAPL, SPY, VTI, SCHB, AGG
|
13F-HR |
8/10/2017, 02:58 PM |
| Q1 2017 |
452 |
$413M |
+$40.1M |
-$33.6M |
+$6.5M |
AAPL, QQQXXXX, SPY, MSFT, SBUX
|
13F-HR |
5/10/2017, 04:23 PM |
| Q4 2016 |
477 |
$442M |
+$20.6M |
-$264M |
-$244M |
AAPL, MSFT, VTI, QQQXXXX, SBUX
|
13F-HR |
2/10/2017, 03:50 PM |
| Q3 2016 |
959 |
$804M |
+$107M |
-$31.1M |
+$76.3M |
AAPL, MSFT, SPY, GEXXXX, IVV
|
13F-HR |
10/27/2016, 01:39 PM |
| Q2 2016 |
645 |
$716M |
+$104M |
-$45M |
+$58.6M |
AAPL, MSFT, CVX, GEXXXX, SBUX
|
Restatement |
7/29/2016, 07:13 PM |
| Q1 2016 |
670 |
$747M |
+$81.1M |
-$41.4M |
+$39.7M |
AAPL, MSFT, BSCH, SBUX, GEXXXX
|
13F-HR |
5/16/2016, 11:28 AM |
| Q4 2015 |
672 |
$731M |
+$81.6M |
-$49M |
+$32.6M |
AAPL, MSFT, BSCH, SBUX, GEXXXX
|
13F-HR |
2/8/2016, 08:24 PM |
| Q3 2015 |
694 |
$725M |
+$111M |
-$39M |
+$72M |
AAPL, MSFT, IWM, BSCG, SBUX
|
13F-HR |
10/30/2015, 07:54 PM |
| Q2 2015 |
688 |
$755M |
|
|
|
AAPL, IWM, SPY, BSCG, BSCH
|
13F-HR |
8/12/2015, 05:28 PM |
| Q1 2015 |
161 |
$99.9M |
|
|
|
SPAB, COST, SGOLXXXX, KRFT, PXMGXXXX
|
13F-HR |
4/24/2015, 07:34 PM |
| Q4 2014 |
624 |
$654M |
+$220M |
-$19.8M |
+$200M |
UPS, AAPL, QQQXXXX, SPY, MSFT
|
13F-HR |
2/11/2015, 03:25 PM |
| Q3 2014 |
542 |
$722M |
+$22.9M |
-$37M |
-$14.1M |
CPRT, DHI, AAPL, SPY, CVX
|
13F-HR |
11/13/2014, 02:15 PM |
| Q2 2014 |
564 |
$576M |
+$60.4M |
-$33.6M |
+$26.8M |
DHI, AAPL, SPY, CVX, QQQXXXX
|
13F-HR |
7/30/2014, 07:23 PM |
| Q1 2014 |
550 |
$783M |
+$65.3M |
-$28.5M |
+$36.8M |
CPRT, DHI, UPS, AAPL, SPY
|
13F-HR |
5/12/2014, 07:12 PM |
| Q4 2013 |
524 |
$770M |
|
|
|
CPRT, DHI, UPS, IVV, SPY
|
13F-HR |
2/11/2014, 08:06 PM |