Q4 2022 |
157 |
$251M |
+$130M |
-$21.4M |
+$108M |
SHY, IVV, AAPL, XLE, VOO
|
Restatement |
2/14/2023, 06:02 PM |
Q3 2022 |
193 |
$183M |
+$54.4M |
-$70.6M |
-$16.2M |
IVV, SHY, TSLA, AAPL, VOO
|
13F-HR |
11/14/2022, 05:09 PM |
Q2 2022 |
270 |
$282M |
+$75.5M |
-$52M |
+$23.5M |
ITOT, AAPL, SHY, IVV, TSLA
|
13F-HR |
7/18/2022, 06:33 PM |
Q1 2022 |
282 |
$345M |
+$146M |
-$34.6M |
+$112M |
AAPL, FNDX, IVV, TSLA, IVW
|
13F-HR |
5/12/2022, 03:58 PM |
Q4 2021 |
288 |
$286M |
+$35M |
-$26.4M |
+$8.58M |
AAPL, TSLA, ARKK, ARKG, MSFT
|
13F-HR |
2/7/2022, 02:43 PM |
Q3 2021 |
296 |
$283M |
+$39M |
-$78.2M |
-$39.2M |
ARKK, AAPL, TSLA, ARKG, META
|
13F-HR |
11/15/2021, 12:59 PM |
Q2 2021 |
318 |
$332M |
+$27.4M |
-$77.8M |
-$50.4M |
ARKK, ARKG, TSLA, AAPL, RAVI
|
13F-HR |
8/16/2021, 05:00 PM |
Q1 2021 |
310 |
$363M |
+$55.9M |
-$59.9M |
-$4M |
ARKK, ARKG, TSLA, AAPL, RAVI
|
13F-HR |
4/30/2021, 02:00 PM |
Q4 2020 |
281 |
$367M |
+$71.3M |
-$17.9M |
+$53.4M |
ARKK, ARKG, TSLA, AAPL, RAVI
|
13F-HR |
2/4/2021, 06:39 PM |
Q3 2020 |
250 |
$274M |
+$80.6M |
-$19.4M |
+$61.1M |
ARKK, ARKG, AAPL, TSLA, ANGL
|
13F-HR |
11/13/2020, 02:08 PM |
Q2 2020 |
284 |
$234M |
+$63M |
-$39.9M |
+$23.1M |
ARKK, ARKG, AAPL, TSLA, RAVI
|
13F-HR |
8/13/2020, 05:47 PM |
Q1 2020 |
1,069 |
$199M |
+$99.1M |
-$22.7M |
+$76.4M |
ARKK, SHY, GLD, MBB, AGZ
|
13F-HR |
5/15/2020, 02:17 PM |
Q4 2019 |
201 |
$163M |
+$12.9M |
-$9.46M |
+$3.47M |
ARKK, AAPL, PGF, GLD, SHY
|
13F-HR |
2/12/2020, 05:46 PM |
Q3 2019 |
387 |
$165M |
+$44.9M |
-$31.3M |
+$13.7M |
ARKK, PGF, AAPL, SHY, GLD
|
13F-HR |
11/8/2019, 03:07 PM |
Q2 2019 |
234 |
$168M |
+$26.7M |
-$11.6M |
+$15.1M |
ARKK, AAPL, IBDK, CWB, BXMX
|
13F-HR |
7/29/2019, 04:21 PM |
Q1 2019 |
233 |
$159M |
+$37.7M |
-$20.4M |
+$17.3M |
ARKK, IBDK, CWB, AAPL, BDJ
|
13F-HR |
5/13/2019, 01:41 PM |
Q4 2018 |
196 |
$125M |
+$17.1M |
-$12.3M |
+$4.82M |
CWB, ARKK, AAPL, BDJ, QQQ
|
13F-HR |
2/12/2019, 03:27 PM |
Q3 2018 |
255 |
$177M |
+$39.7M |
-$10.3M |
+$29.4M |
CWB, ARKK, AAPL, AMZN, BDJ
|
13F-HR |
11/8/2018, 07:04 PM |
Q2 2018 |
261 |
$152M |
+$33.7M |
-$11.6M |
+$22.1M |
CWB, AAPL, BXMX, GGT, AMZN
|
13F-HR |
8/14/2018, 01:04 PM |
Q1 2018 |
253 |
$140M |
+$24.8M |
-$5.75M |
+$19.1M |
BXMX, AAPL, HQL, XLF, META
|
13F-HR |
5/11/2018, 06:08 PM |
Q4 2017 |
221 |
$129M |
|
|
|
BXMX, AAPL, HQL, META, XLF
|
13F-HR |
2/2/2018, 05:14 PM |