Q2 2024 |
115 |
$130M |
+$17.3M |
-$10.7M |
+$6.69M |
AAPL, NVDA, MSFT, IVV, GOOGL
|
13F-HR |
7/31/2024, 04:49 PM |
Q1 2024 |
127 |
$119M |
+$8.61M |
-$16.7M |
-$8.11M |
AAPL, IVV, NVDA, MSFT, AMZN
|
13F-HR |
5/7/2024, 04:56 PM |
Q4 2023 |
129 |
$122M |
+$10.5M |
-$5.87M |
+$4.59M |
AAPL, IVV, MSFT, TSLA, JEPI
|
13F-HR |
1/23/2024, 04:55 PM |
Q3 2023 |
122 |
$107M |
+$6.96M |
-$3.42M |
+$3.54M |
AAPL, IVV, TSLA, AMZN, MSFT
|
13F-HR |
10/31/2023, 03:43 PM |
Q2 2023 |
117 |
$109M |
+$9.54M |
-$1.12M |
+$8.42M |
AAPL, IVV, TSLA, AMZN, SCHD
|
13F-HR |
8/1/2023, 02:45 PM |
Q1 2023 |
110 |
$93M |
+$4.94M |
-$2.9M |
+$2.04M |
AAPL, IVV, SCHD, TSLA, AMZN
|
13F-HR |
4/24/2023, 04:42 PM |
Q4 2022 |
108 |
$82.3M |
|
|
|
AAPL, IVV, SCHD, AMZN, MSFT
|
13F-HR |
2/8/2023, 07:11 AM |