Q1 2024 |
6,628 |
$982B |
+$90.9B |
-$51.5B |
+$39.4B |
MSFT, VTV, NVDA, VUG, AAPL, IEFA |
13F-HR |
5/15/2024, 04:05 PM |
Q4 2023 |
6,904 |
$880B |
+$39.5B |
-$54B |
-$14.5B |
MSFT, AAPL, VTV, VUG, AMZN, IEFA |
13F-HR |
2/14/2024, 11:37 AM |
Q3 2023 |
6,716 |
$813B |
+$44B |
-$40.7B |
+$3.32B |
MSFT, AAPL, VTV, VUG, AMZN, IEFA |
13F-HR |
11/14/2023, 03:19 PM |
Q2 2023 |
6,733 |
$842B |
+$21B |
-$95.2B |
-$74.2B |
MSFT, AAPL, SPY, VTV, AMZN, VUG |
13F-HR |
8/14/2023, 12:14 PM |
Q1 2023 |
7,741 |
$974B |
+$110B |
-$57.5B |
+$52.9B |
AAPL, MSFT, QQQ, VTV, SPY, SPY |
13F-HR |
5/12/2023, 02:56 PM |
Q4 2022 |
8,187 |
$878B |
+$59.5B |
-$75.9B |
-$16.3B |
MSFT, AAPL, SPY, IEFA, VTV, SPY |
13F-HR |
2/10/2023, 04:28 PM |
Q3 2022 |
7,774 |
$837B |
+$72.7B |
-$47.4B |
+$25.3B |
AAPL, MSFT, SPY, IVV, VTV, QQQ |
13F-HR |
11/14/2022, 10:30 AM |
Q2 2022 |
7,962 |
$879B |
+$78B |
-$55.4B |
+$22.6B |
MSFT, AAPL, IVV, VTV, SPY, IEFA |
13F-HR |
8/12/2022, 03:11 PM |
Q1 2022 |
1 |
$5.05M |
|
|
|
PDLB |
NEW HOLDINGS |
6/7/2022, 08:07 AM |
Q1 2022 |
8,200 |
$1.03T |
+$118B |
-$55.5B |
+$62.5B |
AAPL, MSFT, VOO, IVV, QQQ, VTV |
13F-HR |
5/16/2022, 02:13 PM |
Q4 2021 |
8,155 |
$1.03T |
+$73.4B |
-$78.7B |
-$5.34B |
QQQ, MSFT, AAPL, IEFA, SPY, AMZN |
13F-HR |
2/8/2022, 01:06 PM |
Q3 2021 |
8,065 |
$969B |
+$68.8B |
-$43.9B |
+$25B |
MSFT, AAPL, VOO, IEFA, SPY, SPY |
13F-HR |
11/15/2021, 01:18 PM |
Q2 2021 |
7,709 |
$963B |
+$65.8B |
-$43.8B |
+$22B |
IVV, MSFT, VOO, AAPL, IEFA, SPY |
RESTATEMENT |
9/13/2021, 04:48 PM |
Q1 2021 |
7,377 |
$890B |
+$120B |
-$41.3B |
+$78.7B |
MSFT, AAPL, IVV, VOO, IEFA, SPY |
13F-HR |
5/14/2021, 02:48 PM |
Q4 2020 |
7,054 |
$776B |
+$44.4B |
-$81B |
-$36.6B |
AAPL, MSFT, IEFA, AMZN, VUG, SPY |
13F-HR |
2/10/2021, 09:36 AM |
Q3 2020 |
6,846 |
$734B |
+$69.2B |
-$23.3B |
+$45.9B |
AAPL, MSFT, IVV, IEFA, VOO, SPY |
13F-HR |
11/13/2020, 09:23 AM |
Q2 2020 |
6,793 |
$657B |
+$55.6B |
-$48.8B |
+$6.72B |
MSFT, AAPL, SPY, VOO, AMZN, IEFA |
13F-HR |
8/14/2020, 03:19 PM |
Q1 2020 |
6,787 |
$555B |
+$51.7B |
-$55.2B |
-$3.53B |
SPY, MSFT, AAPL, IEFA, AMZN, VUG |
13F-HR |
5/15/2020, 12:50 PM |
Q4 2019 |
7,032 |
$698B |
+$38.2B |
-$54.6B |
-$16.4B |
MSFT, AAPL, IEFA, SPY, VTV, JPM |
13F-HR |
2/14/2020, 01:17 PM |
Q3 2019 |
7,222 |
$673B |
+$47.2B |
-$34.4B |
+$12.7B |
SPY, MSFT, SPY, IVV, VOO, AAPL |
13F-HR |
11/14/2019, 11:11 AM |
Q2 2019 |
7,136 |
$661B |
+$47.3B |
-$45.8B |
+$1.5B |
SPY, MSFT, VOO, IEFA, AAPL, VTV |
13F-HR |
8/14/2019, 03:19 PM |
Q1 2019 |
7,049 |
$644B |
+$72.3B |
-$61.6B |
+$10.7B |
SPY, IVV, IEFA, MSFT, VOO, IEMG |
13F-HR |
5/15/2019, 10:31 AM |
Q4 2018 |
7,056 |
$569B |
+$57.8B |
-$39.4B |
+$18.5B |
SPY, IEFA, IVV, MSFT, AAPL, SPY |
13F-HR |
2/14/2019, 01:10 PM |
Q3 2018 |
7,228 |
$642B |
+$45.4B |
-$34.2B |
+$11.1B |
SPY, IEFA, IVV, AAPL, VOO, MSFT |
13F-HR |
11/14/2018, 12:02 PM |
Q2 2018 |
7,048 |
$604B |
+$61.6B |
-$36.8B |
+$24.7B |
SPY, IEFA, SPY, AAPL, IVV, MSFT |
13F-HR |
8/14/2018, 05:03 PM |
Q1 2018 |
7,062 |
$585B |
+$65.1B |
-$64.6B |
+$531M |
SPY, IEFA, IEMG, SPY, MSFT, AAPL |
13F-HR |
5/15/2018, 10:35 AM |
Q4 2017 |
6,994 |
$597B |
+$36.6B |
-$93B |
-$56.4B |
SPY, IVV, EFA, IEMG, MSFT, AAPL |
13F-HR |
2/14/2018, 03:58 PM |
Q3 2017 |
7,013 |
$630B |
+$134B |
-$19.3B |
+$115B |
SPY, EFA, IVV, SPY, MSFT, AAPL |
13F-HR |
11/14/2017, 11:48 AM |
Q2 2017 |
6,904 |
$503B |
+$39.1B |
-$42.8B |
-$3.69B |
SPY, SPY, AAPL, IVV, MSFT, JPM |
13F-HR |
8/14/2017, 01:30 PM |
Q1 2017 |
6,932 |
$502B |
+$57.8B |
-$35.1B |
+$22.7B |
SPY, SPY, AAPL, SPY, MSFT, EFA |
13F-HR |
5/15/2017, 02:34 PM |
Q4 2016 |
6,988 |
$462B |
+$46.1B |
-$41.9B |
+$4.2B |
SPY, MSFT, AAPL, JPM, SPY, GEXXXX |
13F-HR |
2/14/2017, 01:19 PM |
Q3 2016 |
7,068 |
$456B |
+$43.2B |
-$26.1B |
+$17.1B |
PG, SPY, SPY, AAPL, MSFT, EFA |
13F-HR |
11/14/2016, 11:49 AM |
Q2 2016 |
7,088 |
$431B |
+$41.2B |
-$25.5B |
+$15.7B |
SPY, SPY, XOM, AAPL, GEXXXX, JNJ |
13F-HR |
8/15/2016, 11:37 AM |
Q1 2016 |
6,945 |
$411B |
+$36.9B |
-$44.4B |
-$7.52B |
SPY, AAPL, XOM, GEXXXX, EFA, MSFT |
13F-HR |
5/13/2016, 03:09 PM |
Q4 2015 |
7,270 |
$422B |
+$42.9B |
-$32.6B |
+$10.3B |
SPY, AAPL, SPY, EFA, JPM, GEXXXX |
13F-HR |
2/16/2016, 11:59 AM |
Q3 2015 |
7,166 |
$402B |
+$139B |
-$12.7B |
+$126B |
SPY, SPY, SPY, AAPL, XOM, JPM |
13F-HR |
11/16/2015, 02:34 PM |
Q2 2015 |
2 |
$10.3K |
|
|
|
SHLDQ, SHLDQ |
NEW HOLDINGS |
11/20/2015, 02:45 PM |
Q2 2015 |
7,235 |
$307B |
+$33.2B |
-$16B |
+$17.2B |
SPY, SPY, SPY, AAPL, XOM, EFA |
RESTATEMENT |
11/20/2015, 02:42 PM |
Q1 2015 |
7,003 |
$297B |
+$48.7B |
-$30.6B |
+$18.1B |
SPY, SPY, SPY, AAPL, XOM, VNQ |
13F-HR |
5/15/2015, 09:53 AM |
Q4 2014 |
7,644 |
$280B |
+$23.8B |
-$56.5B |
-$32.7B |
SPY, SPY, SPY, XOM, AAPL, VNQ |
13F-HR |
2/13/2015, 09:05 AM |
Q3 2014 |
7,976 |
$309B |
+$26.5B |
-$24.1B |
+$2.47B |
SPY, SPY, SPY, XOM, AAPL, EFA |
13F-HR |
11/14/2014, 10:41 AM |
Q2 2014 |
8,003 |
$313B |
+$53.9B |
-$14.9B |
+$39B |
SPY, SPY, SPY, XOM, EFA, AAPL |
13F-HR |
8/14/2014, 03:08 PM |
Q1 2014 |
7,739 |
$269B |
+$24.4B |
-$33.9B |
-$9.57B |
SPY, SPY, SPY, XOM, EFA, AAPL |
13F-HR |
5/15/2014, 04:22 PM |
Q4 2013 |
1 |
$6.63M |
|
|
|
TIPT |
NEW HOLDINGS |
2/27/2014, 04:18 PM |
Q4 2013 |
1 |
$6.63M |
|
|
|
TIPT |
NEW HOLDINGS |
2/27/2014, 04:08 PM |
Q4 2013 |
7,850 |
$278B |
|
|
|
SPY, SPY, SPY, XOM, AAPL, EFA |
13F-HR |
2/14/2014, 05:48 PM |
Q3 2013 |
1 |
$6.73M |
|
|
|
TIPT |
NEW HOLDINGS |
2/27/2014, 04:06 PM |