| Q1 2024 |
6,535 |
$379B |
+$16.6B |
-$12.1B |
+$4.51B |
MSFT, AAPL, IVV, VO, AGG, ITOT |
13F-HR |
5/10/2024, 10:11 AM |
| Q4 2023 |
6,687 |
$353B |
+$10.9B |
-$9.88B |
+$996M |
MSFT, AAPL, IVV, SPY, VO, AGG |
13F-HR |
2/9/2024, 10:52 AM |
| Q3 2023 |
6,747 |
$320B |
+$8.68B |
-$18.9B |
-$10.2B |
MSFT, AAPL, IVV, AGG, VO, SPY |
13F-HR |
11/13/2023, 10:59 AM |
| Q2 2023 |
6,943 |
$344B |
+$13.7B |
-$10.4B |
+$3.28B |
MSFT, AAPL, SPY, IVV, AGG, VO |
13F-HR |
8/15/2023, 02:49 PM |
| Q1 2023 |
7,335 |
$347B |
+$17.8B |
-$15.7B |
+$2.15B |
MSFT, AAPL, IVV, VO, AGG, SPY |
13F-HR |
5/12/2023, 12:52 PM |
| Q4 2022 |
7,425 |
$333B |
+$15.2B |
-$12.2B |
+$3.05B |
SPY, MSFT, AAPL, IVV, VO, AGG |
13F-HR |
2/13/2023, 12:01 PM |
| Q3 2022 |
6,576 |
$307B |
+$18.5B |
-$11.1B |
+$7.43B |
MSFT, AAPL, SPY, IVV, VO, AGG |
13F-HR |
11/14/2022, 09:17 AM |
| Q2 2022 |
6,725 |
$323B |
+$20.5B |
-$25.5B |
-$4.99B |
MSFT, AAPL, SPY, IVV, VO, AGG |
13F-HR |
8/12/2022, 05:03 PM |
| Q1 2022 |
6,961 |
$390B |
+$36.3B |
-$9.1B |
+$27.2B |
MSFT, AAPL, IVV, VO, AGG, IWM |
13F-HR |
5/16/2022, 12:03 PM |
| Q4 2021 |
7,183 |
$401B |
+$12.3B |
-$97.7B |
-$85.4B |
MSFT, AAPL, IVV, VO, IWM, AGG |
13F-HR |
2/14/2022, 03:33 PM |
| Q3 2021 |
6,921 |
$455B |
+$25.4B |
-$17.3B |
+$8.11B |
MSFT, AAPL, IVV, AMZN, IWM, AGG |
13F-HR |
11/15/2021, 08:51 AM |
| Q2 2021 |
6,853 |
$456B |
+$27.6B |
-$28.3B |
-$742M |
MSFT, AAPL, IWM, IVV, AMZN, AGG |
13F-HR |
8/16/2021, 04:28 PM |
| Q1 2021 |
6,839 |
$444B |
+$24.9B |
-$30.1B |
-$5.24B |
MSFT, AAPL, IVV, IWM, AMZN, AGG |
13F-HR |
5/13/2021, 11:29 AM |
| Q4 2020 |
6,424 |
$416B |
+$27.4B |
-$16.7B |
+$10.7B |
MSFT, AAPL, IVV, AMZN, AGG, IWM |
13F-HR |
2/9/2021, 03:08 PM |
| Q3 2020 |
6,274 |
$362B |
+$22.7B |
-$20.1B |
+$2.58B |
MSFT, AAPL, IVV, AMZN, AGG, VO |
13F-HR |
11/5/2020, 12:44 PM |
| Q2 2020 |
6,231 |
$344B |
+$21.6B |
-$19.2B |
+$2.39B |
MSFT, AAPL, IVV, AGG, AMZN, SPY |
13F-HR |
8/13/2020, 03:14 PM |
| Q1 2020 |
6,130 |
$289B |
+$15.6B |
-$20.8B |
-$5.13B |
MSFT, AGG, AAPL, IVV, SPY, AMZN |
13F-HR |
5/14/2020, 04:42 PM |
| Q4 2019 |
6,314 |
$371B |
+$14.4B |
-$18.7B |
-$4.32B |
MSFT, IVV, AAPL, AGG, SPY, VEA |
13F-HR |
2/14/2020, 02:08 PM |
| Q3 2019 |
6,341 |
$353B |
+$19.6B |
-$16.5B |
+$3.16B |
MSFT, IVV, AGG, AAPL, SPY, VEA |
13F-HR |
11/12/2019, 03:45 PM |
| Q2 2019 |
6,336 |
$349B |
+$18.4B |
-$14.4B |
+$3.98B |
MSFT, IVV, AGG, AAPL, SPY, VEA |
13F-HR |
8/6/2019, 01:09 PM |
| Q1 2019 |
6,002 |
$336B |
+$16.1B |
-$18.7B |
-$2.62B |
IVV, MSFT, SPY, AAPL, VEA, VWO |
13F-HR |
5/10/2019, 11:41 AM |
| Q4 2018 |
6,350 |
$301B |
+$17.6B |
-$19.7B |
-$2.18B |
IVV, MSFT, VEA, AAPL, VWO, SPY |
13F-HR |
2/11/2019, 09:35 AM |
| Q3 2018 |
6,363 |
$354B |
+$16.9B |
-$16.2B |
+$681M |
IVV, MSFT, SPY, AAPL, VEA, IWM |
13F-HR |
11/2/2018, 12:51 PM |
| Q2 2018 |
6,294 |
$338B |
+$21.2B |
-$20.4B |
+$771M |
IVV, MSFT, VEA, IWM, AAPL, VWO |
13F-HR |
8/1/2018, 03:17 PM |
| Q1 2018 |
6,331 |
$338B |
+$16.5B |
-$19B |
-$2.54B |
IVV, MSFT, VEA, VWO, AAPL, IWM |
13F-HR |
5/2/2018, 11:42 AM |
| Q4 2017 |
6,311 |
$346B |
+$21B |
-$12.5B |
+$8.45B |
IVV, MSFT, SPY, VEA, VWO, AAPL |
13F-HR |
2/8/2018, 01:30 PM |
| Q3 2017 |
6,284 |
$323B |
+$18B |
-$16.5B |
+$1.48B |
IVV, SPY, MSFT, VEA, VWO, AAPL |
13F-HR |
11/9/2017, 02:30 PM |
| Q2 2017 |
6,182 |
$312B |
+$17.6B |
-$20.1B |
-$2.51B |
SPY, IVV, AAPL, MSFT, VEA, VWO |
13F-HR |
8/10/2017, 11:59 AM |
| Q1 2017 |
6,277 |
$308B |
+$28.9B |
-$15.1B |
+$13.7B |
SPY, AAPL, MSFT, VEA, VNQ, VWO |
13F-HR |
4/28/2017, 11:56 AM |
| Q4 2016 |
6,229 |
$283B |
+$28.1B |
-$18.1B |
+$9.98B |
SPY, MSFT, AAPL, VEA, VNQ, IWM |
13F-HR |
2/1/2017, 03:30 PM |
| Q3 2016 |
6,165 |
$271B |
+$22.2B |
-$16.3B |
+$5.98B |
SPY, AAPL, VNQ, MSFT, VEA, VWO |
13F-HR |
10/31/2016, 01:29 PM |
| Q2 2016 |
6,070 |
$258B |
+$18.2B |
-$14B |
+$4.27B |
VNQ, SPY, VEA, AAPL, MSFT, VWO |
13F-HR |
8/11/2016, 02:34 PM |
| Q1 2016 |
6,164 |
$251B |
+$18.3B |
-$19.7B |
-$1.44B |
SPY, VNQ, AAPL, VEA, MSFT, VWO |
13F-HR |
5/16/2016, 12:24 PM |
| Q4 2015 |
6,184 |
$253B |
+$23B |
-$12.8B |
+$10.2B |
SPY, AAPL, VNQ, MSFT, VEA, VWO |
13F-HR |
2/9/2016, 01:19 PM |
| Q3 2015 |
6,164 |
$239B |
+$17.3B |
-$14.6B |
+$2.73B |
AAPL, SPY, VNQ, VEA, VWO, MSFT |
13F-HR |
11/13/2015, 11:05 AM |
| Q2 2015 |
6,314 |
$259B |
+$20.4B |
-$13.5B |
+$6.91B |
SPY, AAPL, VWO, VEA, VNQ, MSFT |
13F-HR |
8/14/2015, 10:06 AM |
| Q1 2015 |
6,137 |
$257B |
+$21.2B |
-$19.6B |
+$1.52B |
AAPL, SPY, VWO, VEA, VNQ, MSFT |
RESTATEMENT |
5/12/2015, 05:07 PM |
| Q4 2014 |
6,178 |
$255B |
+$22.5B |
-$12B |
+$10.6B |
AAPL, SPY, VWO, VEA, VNQ, MSFT |
13F-HR |
2/11/2015, 08:46 AM |
| Q3 2014 |
6,155 |
$239B |
+$15.7B |
-$14.3B |
+$1.46B |
AAPL, SPY, VEA, VWO, VNQ, MSFT |
13F-HR |
11/6/2014, 01:43 PM |
| Q2 2014 |
6,087 |
$243B |
+$21.7B |
-$15.2B |
+$6.5B |
AAPL, SPY, VWO, VEA, VNQ, XOM |
RESTATEMENT |
8/29/2014, 03:45 PM |
| Q1 2014 |
5,839 |
$235B |
+$17.9B |
-$13.3B |
+$4.62B |
AAPL, GOOGLXXXX, VWO, VNQ, VEA, XOM |
RESTATEMENT |
8/12/2014, 09:40 AM |
| Q4 2013 |
5,702 |
$230B |
+$18B |
-$13.6B |
+$4.46B |
AAPL, VWO, GOOGLXXXX, VEA, XOM, VNQ |
13F-HR |
2/6/2014, 12:22 PM |
| Q3 2013 |
5,251 |
$206B |
+$15.9B |
-$10.6B |
+$5.26B |
AAPL, VWO, VEA, VNQ, GOOGLXXXX, XOM |
13F-HR |
11/13/2013, 10:05 AM |
| Q2 2013 |
5,213 |
$189B |
|
|
|
VWO, AAPL, VNQ, GOOGLXXXX, XOM, VEA |
13F-HR |
8/13/2013, 01:18 PM |