|
Q1 2025
|
1,111 |
2,724,592 |
VOO, AAPL, COST, NVDA
|
13F-HR
|
5/6/2025 |
000114249525000027 |
|
Q4 2024
|
1,136 |
2,805,344 |
VOO, AAPL, NVDA, COST
|
13F-HR
|
2/12/2025 |
000114249525000025 |
|
Q3 2024
|
1,098 |
2,695,681 |
VOO, AAPL, NVDA, COST
|
13F-HR
|
11/8/2024 |
000114249524000015 |
|
Q2 2024
|
1,195 |
2,797,329 |
VOO, AAPL, NVDA, MSFT
|
13F-HR
|
8/6/2024 |
000114249524000010 |
|
Q1 2024
|
1,230 |
2,680,631 |
VOO, AAPL, NVDA, MSFT
|
13F-HR
|
5/14/2024 |
000114249524000008 |
|
Q4 2023
|
1,084 |
2,257,718 |
VOO, AAPL, MSFT, AMZN
|
13F-HR
|
2/12/2024 |
000114249524000002 |
|
Q3 2023
|
1,057 |
2,010,872 |
VOO, AAPL, SGOV, MSFT
|
13F-HR
|
11/14/2023 |
000114249523000011 |
|
Q2 2023
|
1,064 |
2,096,141 |
BIL, AAPL, VOO, MSFT
|
13F-HR
|
8/14/2023 |
000114249523000006 |
|
Q1 2023
|
1,078 |
1,998,285 |
VOO, AAPL, MSFT, BIL
|
13F-HR
|
5/9/2023 |
000114249523000003 |
|
Q4 2022
|
1,057 |
1,819,299 |
BIL, AAPL, VOO, MSFT
|
13F-HR
|
1/31/2023 |
000114249523000002 |
|
Q3 2022
|
1,045 |
1,780,607 |
BIL, AAPL, VOO, AMZN
|
13F-HR
|
10/17/2022 |
000114249522000010 |
|
Q2 2022
|
1,070 |
1,836,512 |
VOO, AAPL, MSFT, AMZN
|
13F-HR
|
7/21/2022 |
000114249522000006 |
|
Q1 2022
|
1,099 |
2,185,358 |
VOO, AAPL, AMZN, MSFT
|
13F-HR
|
4/19/2022 |
000114249522000004 |
|
Q4 2021
|
1,171 |
2,321,029 |
VOO, AAPL, AMZN, MSFT
|
13F-HR
|
1/13/2022 |
000114249522000002 |
|
Q3 2021
|
1,167 |
2,107,054 |
VOO, AAPL, AMZN, SHV
|
13F-HR
|
10/7/2021 |
000114249521000077 |
|
Q2 2021
|
1,156 |
2,115,701 |
VOO, AAPL, AMZN, MSFT
|
13F-HR
|
7/27/2021 |
000114249521000059 |
|
Q1 2021
|
1,071 |
1,805,986 |
VOO, AAPL, AMZN, SHV
|
13F-HR
|
4/26/2021 |
000114249521000035 |
|
Q4 2020
|
865 |
1,140,560 |
AAPL, AMZN, MSFT, GOOGL
|
13F-HR
|
2/16/2021 |
000114249521000015 |
|
Q3 2020
|
930 |
1,042,936 |
AAPL, AMZN, MSFT, SPY
|
13F-HR
|
10/20/2020 |
000114249520000014 |
|
Q2 2020
|
954 |
1,057,619 |
AAPL, AMZN, MSFT, GOOGL
|
13F-HR
|
7/16/2020 |
000114249520000008 |
|
Q1 2020
|
880 |
840,280 |
AAPL, AMZN, MSFT, NOVELLUS SYS INC
|
13F-HR
|
4/17/2020 |
000114249520000004 |
|
Q4 2019
|
992 |
1,125,084 |
AAPL, AMZN, MSFT, NOVELLUS SYS INC
|
13F-HR
|
1/16/2020 |
000114249520000002 |
|
Q3 2019
|
976 |
1,022,198 |
AAPL, AMZN, MSFT, BPYU
|
13F-HR
|
10/17/2019 |
000114249519000007 |
|
Q2 2019
|
984 |
994,710 |
AAPL, AMZN, MSFT, BPYU
|
13F-HR
|
8/1/2019 |
000114249519000005 |
|
Q1 2019
|
925 |
930,795 |
AAPL, AMZN, BPYU, MSFT
|
13F-HR
|
4/17/2019 |
000114249519000003 |
|
Q4 2018
|
836 |
782,423 |
AAPL, AMZN, BPYU, BRK-B
|
13F-HR
|
1/31/2019 |
000114249519000001 |
|
Q3 2018
|
899 |
881,410 |
AAPL, BPYU, AMZN, MSFT
|
13F-HR
|
11/13/2018 |
000114249518000004 |
|
Q2 2018
|
880 |
806,547 |
AAPL, BPYU, AMZN, CHENIERE ENERGY INC
|
13F-HR
|
8/3/2018 |
000114249518000003 |
|
Q1 2018
|
818 |
765,743 |
AAPL, BPYU, AMZN, NOVELLUS SYS INC
|
13F-HR
|
5/1/2018 |
000114249518000002 |
|
Q4 2017
|
856 |
818,802 |
BPYU, AAPL, NOVELLUS SYS INC, AMZN
|
13F-HR
|
2/9/2018 |
000114249518000001 |
|
Q3 2017
|
837 |
769,928 |
BPYU, AAPL, WLDN, PROSPECT CAP CORP
|
13F-HR
|
10/31/2017 |
000114249517000006 |
|
Q2 2017
|
838 |
770,652 |
BPYU, AAPL, WLDN, VIRC
|
13F-HR
|
8/2/2017 |
000114249517000005 |
|
Q1 2017
|
843 |
738,119 |
BPYU, AAPL, WLDN, FORESTAR GRP INC
|
13F-HR
|
5/5/2017 |
000114249517000004 |
|
Q4 2016
|
822 |
679,052 |
GENERAL GROWTH PPTYS INC, AAPL, GE, WLDN
|
13F-HR
|
1/25/2017 |
000114249517000002 |
|
Q3 2016
|
833 |
671,411 |
GENERAL GROWTH PPTYS INC, AAPL, GE, WLDN
|
13F-HR
|
11/4/2016 |
000114249516000023 |
|
Q2 2016
|
789 |
611,005 |
GENERAL GROWTH PPTYS INC, AAPL, GE, VIRC
|
13F-HR
|
8/2/2016 |
000114249516000015 |
|
Q1 2016
|
755 |
575,461 |
GENERAL GROWTH PPTYS INC, AAPL, GE, UFI
|
13F-HR
|
5/2/2016 |
000114249516000013 |
|
Q4 2015
|
744 |
553,390 |
GENERAL GROWTH PPTYS INC, AAPL, GE, UFI
|
13F-HR
|
2/3/2016 |
000114249516000012 |
|
Q3 2015
|
725 |
497,985 |
GENERAL GROWTH PPTYS INC, AAPL, JMBA, GE
|
13F-HR
|
10/28/2015 |
000114249515000010 |
|
Q2 2015
|
730 |
541,952 |
GENERAL GROWTH PPTYS INC, AAPL, GE, CVX
|
13F-HR
|
8/10/2015 |
000114249515000009 |
|
Q1 2015
|
739 |
588,580 |
GENERAL GROWTH PPTYS INC, AAPL, AAL, GE
|
13F-HR
|
5/12/2015 |
000114249515000007 |
|
Q4 2014
|
714 |
651,252 |
VTI, GENERAL GROWTH PPTYS INC, AAPL, AAL
|
13F-HR
|
1/27/2015 |
000114249515000002 |
|
Q3 2014
|
691 |
642,210 |
VTI, GENERAL GROWTH PPTYS INC, SHV, AAPL
|
13F-HR
|
11/7/2014 |
000114249514000019 |
|
Q2 2014
|
662 |
627,028 |
VTI, GENERAL GROWTH PPTYS INC, SHV, GE
|
13F-HR
|
8/4/2014 |
000114249514000007 |
|
Q1 2014
|
626 |
570,587 |
GENERAL GROWTH PPTYS INC, VTI, SHV, WFC
|
13F-HR
|
5/9/2014 |
000114249514000004 |
|
Q4 2013
|
588 |
423,426 |
GE, AAPL, WFC, VTI
|
13F-HR
|
2/3/2014 |
000114249514000002 |