Q1 2024 |
2,583 |
$68.2B |
+$6.4B |
-$5.06B |
+$1.34B |
MSFT, AMZN, VEA, NVDA, AAPL, BND |
13F-HR |
5/7/2024, 03:14 PM |
Q4 2023 |
2,602 |
$62.2B |
+$4.26B |
-$4.03B |
+$235M |
MSFT, VEA, SCHX, BND, AMZN, AAPL |
13F-HR |
2/14/2024, 08:34 AM |
Q3 2023 |
2,609 |
$55.6B |
+$3.5B |
-$2.77B |
+$732M |
MSFT, VEA, SCHX, BND, AMZN, AAPL |
13F-HR |
11/14/2023, 08:46 AM |
Q2 2023 |
2,661 |
$57.3B |
+$4.27B |
-$3.72B |
+$553M |
MSFT, SCHX, VEA, BND, AAPL, AMZN |
13F-HR |
8/11/2023, 01:27 PM |
Q1 2023 |
2,677 |
$53.8B |
+$7.82B |
-$1.35B |
+$6.47B |
BND, SCHX, VEA, MSFT, AAPL, AMZN |
13F-HR |
5/12/2023, 07:41 AM |
Q4 2022 |
2,513 |
$45B |
+$3.13B |
-$5.55B |
-$2.42B |
BND, VEA, SCHX, MSFT, SCHV, SCHG |
13F-HR |
2/10/2023, 03:37 PM |
Q3 2022 |
2,646 |
$44.8B |
+$3.99B |
-$1.7B |
+$2.29B |
BND, SCHX, VEA, MSFT, AMZN, AAPL |
13F-HR |
11/14/2022, 08:42 AM |
Q2 2022 |
2,638 |
$46.3B |
+$7.22B |
-$1.95B |
+$5.27B |
BND, SCHX, VEA, MSFT, GOOGL, AMZN |
13F-HR |
8/15/2022, 09:37 AM |
Q1 2022 |
2,567 |
$49.8B |
+$5.23B |
-$3.29B |
+$1.95B |
BND, SCHX, VEA, MSFT, AMZN, GOOGL |
13F-HR |
5/13/2022, 08:26 AM |
Q4 2021 |
2,586 |
$53.3B |
+$5.5B |
-$2.09B |
+$3.41B |
SCHX, BND, VEA, MSFT, AMZN, GOOGL |
13F-HR |
2/14/2022, 10:35 AM |
Q3 2021 |
2,540 |
$47.7B |
+$5.84B |
-$2.44B |
+$3.4B |
SCHX, BND, VEA, MSFT, AMZN, GOOGL |
13F-HR |
11/12/2021, 07:58 AM |
Q2 2021 |
2,532 |
$45.1B |
+$4.53B |
-$2.08B |
+$2.44B |
SCHX, BND, VEA, MSFT, AMZN, MUB |
13F-HR |
8/6/2021, 12:14 PM |
Q1 2021 |
2,465 |
$39.7B |
+$2.67B |
-$2.55B |
+$126M |
SCHX, VEA, BND, MSFT, AMZN, AAPL |
13F-HR |
5/12/2021, 10:22 AM |
Q4 2020 |
2,448 |
$38.7B |
+$3.38B |
-$3.01B |
+$369M |
SCHX, VEA, BND, MSFT, AAPL, AMZN |
13F-HR |
2/8/2021, 10:13 AM |
Q3 2020 |
2,391 |
$34.5B |
+$3.5B |
-$2.57B |
+$926M |
SCHX, BND, VEA, MSFT, AMZN, AAPL |
RESTATEMENT |
12/4/2020, 12:25 PM |
Q2 2020 |
2,374 |
$32.2B |
+$2.5B |
-$2.81B |
-$312M |
SCHX, VEA, BND, MSFT, AMZN, AAPL |
RESTATEMENT |
8/17/2020, 03:15 PM |
Q1 2020 |
2,331 |
$27.2B |
+$2.45B |
-$1.74B |
+$711M |
SCHX, BND, VEA, MSFT, AMZN, MUB |
13F-HR |
5/14/2020, 10:06 AM |
Q4 2019 |
2,377 |
$33.5B |
+$2.43B |
-$2.39B |
+$41.9M |
SCHX, VEA, BND, MSFT, AMZN, SEIC |
13F-HR |
2/6/2020, 11:18 AM |
Q3 2019 |
2,363 |
$39.1B |
+$4.33B |
-$1.97B |
+$2.36B |
MSFT, SCHX, VEA, BND, ITOT, WDAY |
13F-HR |
11/12/2019, 08:58 AM |
Q2 2019 |
2,373 |
$30.6B |
+$2.78B |
-$2.52B |
+$265M |
SCHX, BND, VEA, MSFT, AMZN, MUB |
13F-HR |
8/14/2019, 04:10 PM |
Q1 2019 |
2,889 |
$29.8B |
+$4.36B |
-$2.81B |
+$1.56B |
VEA, BND, SCHX, MSFT, AMZN, MUB |
13F-HR |
5/15/2019, 05:23 PM |
Q4 2018 |
2,636 |
$28.1B |
+$2.53B |
-$589M |
+$1.95B |
SCHX, BND, VEA, MSFT, AMZN, V |
13F-HR |
2/13/2019, 11:36 AM |
Q3 2018 |
2,502 |
$27.6B |
+$2.65B |
-$5.55B |
-$2.9B |
SCHX, VEA, BND, AMZN, MSFT, V |
13F-HR |
11/8/2018, 10:01 AM |
Q2 2018 |
3,599 |
$29.4B |
+$5.04B |
-$1.77B |
+$3.27B |
SPY, BND, VEA, AMZN, MSFT, MUB |
13F-HR |
8/3/2018, 03:41 PM |
Q1 2018 |
3,438 |
$26.1B |
+$3.33B |
-$5.56B |
-$2.23B |
BND, VEA, SPY, MUB, MSFT, V |
13F-HR |
5/11/2018, 11:25 AM |
Q4 2017 |
3,323 |
$28.8B |
+$2.12B |
-$2.51B |
-$389M |
BND, VEA, SPY, MSFT, V, META |
13F-HR |
2/8/2018, 08:02 AM |
Q3 2017 |
3,182 |
$28.1B |
+$3.87B |
-$1.64B |
+$2.23B |
SPY, BND, VEA, MSFT, V, META |
13F-HR |
11/6/2017, 07:48 AM |
Q2 2017 |
3,043 |
$25.1B |
+$3.04B |
-$1.43B |
+$1.61B |
SPY, BND, VEA, MSFT, V, META |
13F-HR |
7/31/2017, 10:13 AM |
Q1 2017 |
2,888 |
$22.8B |
+$3.29B |
-$2.33B |
+$961M |
SPY, BND, VEA, MSFT, V, META |
13F-HR |
5/5/2017, 10:39 AM |
Q4 2016 |
2,896 |
$20.7B |
+$2.53B |
-$1.45B |
+$1.08B |
SPY, MSFT, V, GOOGL, BND, GOOG |
13F-HR |
2/2/2017, 04:10 PM |
Q3 2016 |
2,816 |
$19.7B |
+$3.48B |
-$851M |
+$2.63B |
SPY, V, MSFT, META, GOOG, BND |
13F-HR |
11/4/2016, 11:08 AM |
Q2 2016 |
2,612 |
$16.7B |
+$1.93B |
-$1.24B |
+$695M |
SPY, V, META, GOOG, VEA, GOOGL |
13F-HR |
8/11/2016, 01:30 PM |
Q1 2016 |
2,494 |
$16.1B |
+$1.57B |
-$1.65B |
-$73.9M |
SPY, V, META, GOOGL, GOOG, MSFT |
RESTATEMENT |
5/10/2016, 08:55 AM |
Q4 2015 |
2,513 |
$16.4B |
+$6.01B |
-$605M |
+$5.4B |
SPY, V, META, GOOGL, GOOG, AAPL |
13F-HR |
2/3/2016, 12:06 PM |
Q3 2015 |
2,478 |
$10.9B |
+$1.79B |
-$1.03B |
+$755M |
SPY, AAPL, V, META, GOOGLXXXX, GOOGXXXX |
RESTATEMENT |
11/2/2015, 07:25 AM |
Q2 2015 |
2,254 |
$11.1B |
+$1.2B |
-$2.02B |
-$827M |
AAPL, SPY, META, V, SPG, GOOGLXXXX |
RESTATEMENT |
8/7/2015, 08:13 AM |
Q1 2015 |
2,237 |
$11.5B |
+$1.66B |
-$1.37B |
+$291M |
AAPL, HEDJ, SPY, V, META, AMAT |
RESTATEMENT |
5/14/2015, 02:13 PM |
Q4 2014 |
2,196 |
$11.3B |
|
|
|
AAPL, V, AMAT, SPY, UNP, META |
13F-HR |
2/10/2015, 12:18 PM |