| Q2 2024 |
157 |
$194M |
+$12M |
-$22.3M |
-$10.3M |
AAPL, MSFT, VTV, VUG, XOM
|
13F-HR |
8/15/2024, 04:29 PM |
| Q1 2024 |
166 |
$205M |
+$9.54M |
-$23.5M |
-$13.9M |
MSFT, AAPL, VTV, AMZN, SPY
|
13F-HR |
5/14/2024, 11:33 AM |
| Q4 2023 |
162 |
$206M |
+$10M |
-$13.2M |
-$3.15M |
SPY, AAPL, MSFT, VUG, AMZN
|
13F-HR |
2/14/2024, 04:28 PM |
| Q3 2023 |
172 |
$192M |
+$12.8M |
-$18.9M |
-$6.16M |
AAPL, MSFT, XOM, VUG, SPY
|
13F-HR |
11/7/2023, 01:10 PM |
| Q2 2023 |
167 |
$206M |
+$15.9M |
-$15.7M |
+$159K |
AAPL, MSFT, XOM, SPY, AMZN
|
13F-HR |
7/18/2023, 03:17 PM |
| Q1 2023 |
163 |
$204M |
+$20.7M |
-$24.2M |
-$3.5M |
AAPL, MSFT, XOM, GILD, ABBV
|
13F-HR |
7/18/2023, 03:16 PM |
| Q4 2022 |
161 |
$209M |
|
|
|
SPY, XOM, AAPL, GILD, MSFT
|
13F-HR |
7/18/2023, 03:14 PM |