| Q1 2024 |
3,309 |
$87.7B |
+$4.95B |
-$2.4B |
+$2.54B |
MSFT, AAPL, NVDA, AMZN, V, GOOGL |
13F-HR |
5/13/2024, 07:31 PM |
| Q4 2023 |
3,302 |
$79.4B |
+$3.76B |
-$2.51B |
+$1.25B |
MSFT, AAPL, AMZN, NVDA, V, GOOGL |
13F-HR |
2/12/2024, 12:38 PM |
| Q3 2023 |
3,263 |
$71.1B |
+$3.03B |
-$1.9B |
+$1.13B |
MSFT, AAPL, AMZN, UNH, V, NVDA |
13F-HR |
11/13/2023, 02:38 PM |
| Q2 2023 |
3,314 |
$73.1B |
+$2.79B |
-$2.95B |
-$165M |
MSFT, AAPL, AMZN, V, UNH, NVDA |
13F-HR |
8/14/2023, 04:07 PM |
| Q1 2023 |
3,323 |
$69.8B |
+$5.48B |
-$4.33B |
+$1.15B |
MSFT, AAPL, UNH, V, AMZN, MRK |
13F-HR |
5/12/2023, 05:01 PM |
| Q4 2022 |
3,283 |
$66.6B |
+$3.62B |
-$2.46B |
+$1.16B |
MSFT, AAPL, UNH, MRK, HD, V |
13F-HR |
2/13/2023, 02:53 PM |
| Q3 2022 |
3,270 |
$61.1B |
+$4.21B |
-$2.12B |
+$2.09B |
AAPL, MSFT, UNH, AMZN, GOOGL, MRK |
13F-HR |
11/14/2022, 12:12 PM |
| Q2 2022 |
3,311 |
$63.9B |
+$4.48B |
-$2.6B |
+$1.88B |
MSFT, AAPL, UNH, AMZN, GOOGL, V |
13F-HR |
8/15/2022, 10:47 AM |
| Q1 2022 |
3,367 |
$73.3B |
+$5.11B |
-$3.03B |
+$2.08B |
AAPL, MSFT, AMZN, UNH, SPY, GOOGL |
13F-HR |
5/13/2022, 11:44 AM |
| Q4 2021 |
3,364 |
$75.6B |
+$3.87B |
-$1.73B |
+$2.14B |
MSFT, AAPL, AMZN, SPY, HD, UNH |
13F-HR |
2/14/2022, 09:24 AM |
| Q3 2021 |
3,319 |
$68.2B |
+$3.77B |
-$1.55B |
+$2.23B |
MSFT, AAPL, AMZN, SPY, GOOGL, V |
13F-HR |
11/15/2021, 09:56 AM |
| Q2 2021 |
3,309 |
$66.8B |
+$4.03B |
-$1.41B |
+$2.62B |
MSFT, AAPL, AMZN, SPY, GOOGL, V |
13F-HR |
8/13/2021, 11:31 AM |
| Q1 2021 |
3,201 |
$60.7B |
+$4.84B |
-$2.57B |
+$2.26B |
AAPL, MSFT, AMZN, SPY, V, UNH |
13F-HR |
5/14/2021, 07:13 AM |
| Q4 2020 |
3,032 |
$56B |
+$4.18B |
-$1.35B |
+$2.83B |
AAPL, MSFT, AMZN, SPY, V, UNH |
13F-HR |
2/12/2021, 04:17 PM |
| Q3 2020 |
2,872 |
$48.6B |
+$4.86B |
-$1.63B |
+$3.23B |
AAPL, MSFT, AMZN, SPY, V, HD |
13F-HR |
11/16/2020, 10:44 AM |
| Q2 2020 |
2,851 |
$43.5B |
+$3.13B |
-$2.11B |
+$1.02B |
MSFT, AAPL, AMZN, V, SPY, UNH |
13F-HR |
8/14/2020, 12:25 PM |
| Q1 2020 |
2,804 |
$36.2B |
+$3.02B |
-$4.7B |
-$1.68B |
MSFT, AAPL, SPY, AMZN, V, UNH |
13F-HR |
5/14/2020, 03:39 PM |
| Q4 2019 |
3,012 |
$48B |
+$7.46B |
-$973M |
+$6.49B |
MSFT, AAPL, SPY, AMZN, JPM, UNH |
13F-HR |
2/13/2020, 09:48 AM |
| Q3 2019 |
2,849 |
$39.2B |
+$2.28B |
-$1.88B |
+$405M |
SPY, MSFT, AAPL, AMZN, JPM, IVE |
RESTATEMENT |
11/19/2019, 02:56 PM |
| Q2 2019 |
2,955 |
$38.8B |
+$3.93B |
-$1.36B |
+$2.57B |
SPY, MSFT, AAPL, AMZN, JPM, CSCO |
13F-HR |
8/14/2019, 01:21 PM |
| Q1 2019 |
2,791 |
$35.4B |
+$3.13B |
-$2.26B |
+$874M |
AAPL, MSFT, AMZN, SPY, CSCO, UNH |
13F-HR |
5/14/2019, 12:01 PM |
| Q4 2018 |
2,656 |
$30.9B |
+$2.77B |
-$1.68B |
+$1.09B |
SPY, AAPL, MSFT, UNH, MRK, JPM |
13F-HR |
2/13/2019, 04:13 PM |
| Q3 2018 |
2,746 |
$34.9B |
+$2.18B |
-$1.43B |
+$745M |
SPY, AAPL, MSFT, JPM, UNH, AMZN |
13F-HR |
11/13/2018, 03:09 PM |
| Q2 2018 |
2,706 |
$32.6B |
+$2.25B |
-$1.28B |
+$975M |
SPY, AAPL, MSFT, JPM, UNH, CSCO |
13F-HR |
8/14/2018, 12:57 PM |
| Q1 2018 |
2,701 |
$31.7B |
+$2.31B |
-$1.43B |
+$882M |
SPY, AAPL, MSFT, JPM, IEFA, CSCO |
13F-HR |
5/11/2018, 11:25 AM |
| Q4 2017 |
2,657 |
$31.5B |
+$2.84B |
-$1.37B |
+$1.47B |
SPY, AAPL, MSFT, JPM, UNH, IEFA |
13F-HR |
2/14/2018, 10:24 AM |
| Q3 2017 |
2,578 |
$28.8B |
+$9.3B |
-$800M |
+$8.5B |
AAPL, SPY, JPM, MSFT, JNJ, XOM |
13F-HR |
11/13/2017, 02:42 PM |
| Q2 2017 |
57 |
$111M |
|
|
|
AAPL, JNJ, PFE, TWX, JPM, WHR |
NEW HOLDINGS |
11/1/2017, 01:17 PM |
| Q2 2017 |
2,559 |
$19.7B |
+$1.73B |
-$8.16B |
-$6.44B |
MSFT, UNH, GOOGL, IEFA, ABBV, VCIT |
13F-HR |
8/14/2017, 11:43 AM |
| Q1 2017 |
2,526 |
$25.8B |
+$2.6B |
-$1.07B |
+$1.53B |
AAPL, SPY, MSFT, JPM, JNJ, XOM |
13F-HR |
5/10/2017, 01:08 PM |
| Q4 2016 |
2,461 |
$23.6B |
+$2.06B |
-$1.03B |
+$1.03B |
AAPL, SPY, MSFT, JPM, XOM, JNJ |
13F-HR |
2/16/2017, 12:14 PM |
| Q3 2016 |
2,381 |
$22.2B |
+$1.41B |
-$1.06B |
+$354M |
AAPL, SPY, XOM, MSFT, JNJ, CSCO |
13F-HR |
11/15/2016, 09:56 AM |
| Q2 2016 |
2,511 |
$21.6B |
+$3.5B |
-$886M |
+$2.62B |
SPY, AAPL, XOM, JNJ, MSFT, GEXXXX |
13F-HR |
8/17/2016, 10:10 AM |
| Q1 2016 |
2,233 |
$18.8B |
+$1.62B |
-$1.08B |
+$536M |
AAPL, XOM, JNJ, MSFT, VZ, CSCO |
13F-HR |
5/16/2016, 03:16 PM |
| Q4 2015 |
2,329 |
$19.2B |
+$2.24B |
-$1.2B |
+$1.03B |
AAPL, XOM, JNJ, WFC, MSFT, GEXXXX |
RESTATEMENT |
3/21/2016, 01:10 PM |
| Q3 2015 |
2,246 |
$17.8B |
+$1.93B |
-$884M |
+$1.04B |
AAPL, XOM, JNJ, SPY, WFC, MSFT |
13F-HR |
11/16/2015, 02:48 PM |
| Q2 2015 |
2,354 |
$19.3B |
|
|
|
AAPL, SPY, XOM, JNJ, WFC, MSFT |
NEW HOLDINGS |
8/17/2015, 03:47 PM |
| Q2 2015 |
2,315 |
$18.8B |
+$2.32B |
-$1.36B |
+$956M |
AAPL, SPY, XOM, JNJ, WFC, JPM |
13F-HR |
8/14/2015, 06:02 PM |
| Q1 2015 |
2,301 |
$18.3B |
+$1.85B |
-$826M |
+$1.02B |
AAPL, XOM, GEXXXX, JNJ, PFE, MSFT |
13F-HR |
5/14/2015, 02:24 PM |
| Q4 2014 |
2,317 |
$18B |
+$7.02B |
-$987M |
+$6.04B |
AAPL, XOM, MSFT, CVX, JNJ, WFC |
13F-HR |
2/13/2015, 01:25 PM |
| Q3 2014 |
2,216 |
$11.4B |
+$1.25B |
-$590M |
+$662M |
SPY, AAPL, MSFT, VZ, GEXXXX, JNJ |
13F-HR |
11/13/2014, 11:32 AM |
| Q2 2014 |
2,195 |
$11.1B |
+$1.54B |
-$813M |
+$729M |
SPY, AAPL, MSFT, VZ, GEXXXX, JNJ |
13F-HR |
8/14/2014, 04:33 PM |
| Q1 2014 |
2,063 |
$10.5B |
+$10.5B |
|
+$10.5B |
SPY, AAPL, MSFT, GEXXXX, VZ, JNJ |
13F-HR |
5/15/2014, 06:07 AM |
| Q4 2013 |
0 |
|
|
|
|
|
13F-HR |
2/14/2014, 06:24 AM |