Q1 2024 |
6,166 |
$1.12T |
+$112B |
-$53.4B |
+$58.9B |
MSFT, NVDA, SPY, AMZN, AAPL, META |
13F-HR |
5/10/2024, 03:09 PM |
Q4 2023 |
6,392 |
$977B |
+$85.9B |
-$58.8B |
+$27.1B |
MSFT, AAPL, AMZN, SPY, NVDA, META |
13F-HR |
2/12/2024, 11:58 AM |
Q3 2023 |
6,380 |
$856B |
+$62.7B |
-$47B |
+$15.7B |
MSFT, AAPL, SPY, AMZN, NVDA, META |
13F-HR |
11/14/2023, 08:12 AM |
Q2 2023 |
5,915 |
$873B |
+$94.1B |
-$38.1B |
+$56B |
MSFT, AAPL, SPY, AMZN, NVDA, META |
13F-HR |
8/11/2023, 07:16 AM |
Q1 2023 |
6,653 |
$821B |
+$88.2B |
-$62.1B |
+$26.1B |
MSFT, AAPL, SPY, AMZN, BNDX, UNH |
RESTATEMENT |
5/18/2023, 12:45 PM |
Q4 2022 |
6,512 |
$759B |
+$61.9B |
-$43.6B |
+$18.3B |
MSFT, SPY, AAPL, UNH, ABBV, AMZN |
13F-HR |
2/13/2023, 11:46 AM |
Q3 2022 |
6,434 |
$696B |
+$70.8B |
-$32.9B |
+$37.9B |
MSFT, SPY, AAPL, AMZN, UNH, BNDX |
13F-HR |
11/14/2022, 08:12 AM |
Q2 2022 |
6,434 |
$718B |
+$84.6B |
-$52.8B |
+$31.8B |
MSFT, SPY, AAPL, AMZN, UNH, BNDX |
13F-HR |
8/11/2022, 06:46 AM |
Q1 2022 |
6,545 |
$830B |
+$80.9B |
-$64.2B |
+$16.7B |
SPY, MSFT, AAPL, AMZN, GOOG, BBEU |
13F-HR |
5/11/2022, 08:29 AM |
Q4 2021 |
6,608 |
$866B |
+$73.1B |
-$66.2B |
+$6.9B |
SPY, MSFT, AAPL, AMZN, GOOG, BBEU |
RESTATEMENT |
2/11/2022, 01:27 PM |
Q3 2021 |
6,455 |
$809B |
+$66.1B |
-$79.6B |
-$13.6B |
SPY, MSFT, AAPL, AMZN, GOOG, BNDX |
13F-HR |
11/12/2021, 07:43 AM |
Q2 2021 |
6,311 |
$838B |
+$111B |
-$44.9B |
+$65.7B |
SPY, MSFT, AAPL, AMZN, GOOG, META |
13F-HR |
8/12/2021, 11:55 AM |
Q1 2021 |
6,020 |
$749B |
+$98.9B |
-$63.5B |
+$35.3B |
SPY, MSFT, AAPL, AMZN, GOOG, BNDX |
13F-HR |
5/12/2021, 08:54 AM |
Q4 2020 |
5,605 |
$681B |
+$76.4B |
-$73.1B |
+$3.24B |
SPY, AAPL, MSFT, AMZN, BNDX, TSLA |
RESTATEMENT |
2/19/2021, 11:44 AM |
Q3 2020 |
5,451 |
$595B |
+$86.4B |
-$32.1B |
+$54.3B |
SPY, MSFT, AAPL, AMZN, BNDX, BABA |
RESTATEMENT |
11/12/2020, 03:06 PM |
Q2 2020 |
5,343 |
$518B |
+$56.6B |
-$49.2B |
+$7.44B |
SPY, MSFT, AAPL, AMZN, BNDX, BABA |
13F-HR |
8/11/2020, 01:28 PM |
Q1 2020 |
5,257 |
$426B |
+$50.7B |
-$46.9B |
+$3.76B |
SPY, MSFT, AAPL, AMZN, BNDX, BABA |
13F-HR |
5/12/2020, 11:33 AM |
Q4 2019 |
5,606 |
$536B |
+$50.1B |
-$50.3B |
-$183M |
SPY, MSFT, AAPL, AMZN, BNDX, EFA |
13F-HR |
2/11/2020, 09:56 AM |
Q3 2019 |
5,716 |
$502B |
+$44.4B |
-$51.5B |
-$7.17B |
SPY, MSFT, AMZN, AAPL, BNDX, EFA |
13F-HR |
11/12/2019, 02:13 PM |
Q2 2019 |
5,765 |
$511B |
+$61.4B |
-$46.8B |
+$14.6B |
SPY, MSFT, AMZN, AAPL, EFA, PFE |
13F-HR |
8/7/2019, 12:50 PM |
Q1 2019 |
5,746 |
$490B |
+$48.7B |
-$45.8B |
+$2.87B |
SPY, MSFT, AMZN, AAPL, EFA, GOOG |
13F-HR |
5/7/2019, 12:27 PM |
Q4 2018 |
5,683 |
$432B |
+$48.9B |
-$54.4B |
-$5.48B |
SPY, MSFT, AMZN, AAPL, EFA, PFE |
13F-HR |
2/11/2019, 10:43 AM |
Q3 2018 |
5,686 |
$522B |
+$55.7B |
-$42.1B |
+$13.5B |
SPY, MSFT, AAPL, AMZN, EFA, UNH |
RESTATEMENT |
11/13/2018, 02:56 PM |
Q2 2018 |
5,550 |
$486B |
+$58.1B |
-$41.3B |
+$16.9B |
SPY, MSFT, EFA, AAPL, AMZN, UNH |
13F-HR |
8/14/2018, 01:04 PM |
Q1 2018 |
5,374 |
$467B |
+$49.4B |
-$47B |
+$2.42B |
SPY, EFA, MSFT, AAPL, AMZN, BAC |
13F-HR |
5/10/2018, 01:44 PM |
Q4 2017 |
5,437 |
$475B |
+$44.7B |
-$45.8B |
-$1.12B |
SPY, EFA, AAPL, MSFT, BAC, UNH |
13F-HR |
2/13/2018, 12:25 PM |
Q3 2017 |
4,970 |
$453B |
+$42.2B |
-$34.6B |
+$7.63B |
SPY, EFA, AAPL, MSFT, BAC, UNH |
13F-HR |
11/9/2017, 11:42 AM |
Q2 2017 |
4,946 |
$438B |
+$46.2B |
-$50.4B |
-$4.21B |
SPY, EFA, AAPL, MSFT, UNH, BAC |
13F-HR |
8/9/2017, 10:08 AM |
Q1 2017 |
5,045 |
$438B |
+$43.1B |
-$39.6B |
+$3.42B |
SPY, EFA, AAPL, MSFT, GOOG, WFC |
13F-HR |
5/10/2017, 10:03 AM |
Q4 2016 |
5,003 |
$416B |
+$42.1B |
-$40.1B |
+$1.96B |
SPY, EFA, MSFT, AAPL, WFC, GOOG |
13F-HR |
2/6/2017, 03:07 PM |
Q3 2016 |
4,525 |
$406B |
+$35.8B |
-$42.7B |
-$6.99B |
SPY, EFA, MSFT, AAPL, GOOG, WFC |
13F-HR |
11/4/2016, 04:01 PM |
Q2 2016 |
4,762 |
$401B |
+$39.4B |
-$28.5B |
+$10.9B |
SPY, EFA, MSFT, WFC, AAPL, PFE |
13F-HR |
8/8/2016, 05:23 PM |
Q1 2016 |
4,645 |
$391B |
+$48.7B |
-$43B |
+$5.72B |
SPY, EFA, MSFT, AAPL, WFC, GOOG |
13F-HR |
5/10/2016, 02:46 PM |
Q4 2015 |
4,698 |
$398B |
+$49.9B |
-$31.5B |
+$18.4B |
SPY, AAPL, EFA, MSFT, WFC, GOOG |
13F-HR |
2/12/2016, 02:00 PM |
Q3 2015 |
3,923 |
$374B |
+$49.4B |
-$41.2B |
+$8.22B |
SPY, AAPL, EFA, WFC, MSFT, IJH |
13F-HR |
11/13/2015, 10:55 AM |
Q2 2015 |
4,024 |
$424B |
+$46.7B |
-$40.5B |
+$6.24B |
SPY, AAPL, EFA, WFC, MSFT, IJH |
13F-HR |
8/14/2015, 04:57 PM |
Q1 2015 |
4,069 |
$439B |
+$53.4B |
-$46.5B |
+$6.87B |
SPY, AAPL, WFC, EFA, JNJ, MSFT |
13F-HR |
5/15/2015, 05:04 PM |
Q4 2014 |
4,240 |
$437B |
+$51.9B |
-$44.4B |
+$7.45B |
SPY, EFA, AAPL, JNJ, WFC, MSFT |
13F-HR |
2/13/2015, 02:52 PM |
Q3 2014 |
4,176 |
$422B |
+$61.7B |
-$28.2B |
+$33.4B |
SPY, EFA, JNJ, AAPL, WFC, XOM |
RESTATEMENT |
12/8/2014, 02:49 PM |
Q2 2014 |
3,494 |
$394B |
+$60.4B |
-$27.4B |
+$33B |
SPY, EFA, JNJ, WFC, AAPL, XOM |
RESTATEMENT |
9/3/2014, 04:57 PM |
Q1 2014 |
3,547 |
$362B |
+$41B |
-$28.3B |
+$12.7B |
SPY, GOOGLXXXX, EFA, JNJ, XOM, WFC |
13F-HR |
5/15/2014, 04:21 PM |
Q4 2013 |
4,072 |
$352B |
|
|
|
SPY, GOOGLXXXX, XOM, JNJ, EFA, WFC |
RESTATEMENT |
2/26/2014, 03:33 PM |