Q2 2024 |
120 |
$116M |
+$7.67M |
-$6.59M |
+$1.08M |
MSFT, AAPL, XLK, XLV, NVDA
|
13F-HR |
8/9/2024, 02:18 PM |
Q1 2024 |
115 |
$114M |
+$1.95M |
-$8.96M |
-$7.01M |
MSFT, AAPL, XLK, VOO, XLV
|
13F-HR |
5/9/2024, 02:29 PM |
Q4 2023 |
118 |
$112M |
+$4.76M |
-$7.42M |
-$2.66M |
MSFT, AAPL, XLK, VOO, XLV
|
13F-HR |
2/8/2024, 05:57 PM |
Q3 2023 |
123 |
$103M |
+$5.49M |
-$6.48M |
-$990K |
MSFT, AAPL, XLK, VOO, XLV
|
13F-HR |
11/7/2023, 12:41 PM |
Q2 2023 |
117 |
$107M |
+$4.98M |
-$6.3M |
-$1.31M |
MSFT, AAPL, VOO, XLK, XLV
|
13F-HR |
8/8/2023, 02:19 PM |
Q1 2023 |
119 |
$105M |
+$5.41M |
-$10.5M |
-$5.1M |
MSFT, AAPL, VOO, XLK, XLV
|
13F-HR |
5/5/2023, 03:25 PM |
Q4 2022 |
118 |
$106M |
+$3.52M |
-$4.65M |
-$1.13M |
MSFT, VOO, AAPL, XLK, XLV
|
13F-HR |
2/13/2023, 02:29 PM |
Q3 2022 |
112 |
$101M |
+$5.53M |
-$5.75M |
-$219K |
MSFT, VOO, AAPL, XLK, XLV
|
13F-HR |
11/9/2022, 01:27 PM |
Q2 2022 |
115 |
$114M |
+$7.93M |
-$4.21M |
+$3.71M |
MSFT, VOO, AAPL, XLK, XLV
|
13F-HR |
8/16/2022, 03:41 PM |
Q1 2022 |
125 |
$137M |
+$4.88M |
-$4.38M |
+$497K |
MSFT, VOO, AAPL, XLK, GOOGL
|
13F-HR |
5/10/2022, 02:36 PM |
Q4 2021 |
126 |
$150M |
+$5.97M |
-$3.58M |
+$2.39M |
MSFT, VOO, AAPL, XLK, GOOGL
|
13F-HR |
2/14/2022, 07:30 PM |
Q3 2021 |
121 |
$137M |
+$5.13M |
-$5.55M |
-$423K |
MSFT, VOO, AAPL, XLK, CRM
|
13F-HR |
11/12/2021, 07:00 PM |
Q2 2021 |
124 |
$137M |
+$4.02M |
-$3.84M |
+$182K |
MSFT, VOO, AAPL, XLK, AMZN
|
13F-HR |
8/9/2021, 02:34 PM |
Q1 2021 |
127 |
$126M |
+$9.24M |
-$6.85M |
+$2.39M |
MSFT, VOO, AAPL, XLK, AMZN
|
13F-HR |
5/4/2021, 12:25 PM |
Q4 2020 |
129 |
$119M |
+$14.5M |
-$1.91M |
+$12.6M |
MSFT, VOO, AAPL, XLK, QQQ
|
13F-HR |
2/10/2021, 03:38 PM |
Q3 2020 |
112 |
$96.4M |
+$8.36M |
-$2.51M |
+$5.85M |
MSFT, AAPL, XLK, VOO, QQQ
|
13F-HR |
11/5/2020, 10:08 AM |
Q2 2020 |
111 |
$87.6M |
+$7.54M |
-$1.79M |
+$5.75M |
MSFT, AAPL, VOO, XLK, QQQ
|
13F-HR |
8/12/2020, 02:36 PM |
Q1 2020 |
111 |
$73.4M |
+$6.67M |
-$4.04M |
+$2.64M |
MSFT, VOO, XLK, AAPL, QQQ
|
13F-HR |
5/13/2020, 12:46 PM |
Q4 2019 |
117 |
$99M |
|
|
|
BMRC, MSFT, VTI, VOO, XLK
|
13F-HR |
2/12/2020, 02:55 PM |