Q1 2024 |
1,512 |
$43B |
+$3.89B |
-$2.01B |
+$1.88B |
MSFT, NVDA, AMZN, AAPL, META, GOOGL |
13F-HR |
4/25/2024, 11:19 AM |
Q4 2023 |
1,514 |
$38B |
+$3.25B |
-$1.6B |
+$1.66B |
MSFT, AAPL, AMZN, NVDA, GOOGL, META |
13F-HR |
2/6/2024, 12:38 PM |
Q3 2023 |
1,478 |
$32.7B |
+$3.16B |
-$1.63B |
+$1.53B |
MSFT, AAPL, AMZN, NVDA, GOOGL, V |
13F-HR |
11/13/2023, 05:23 PM |
Q2 2023 |
1,465 |
$32.4B |
+$2.67B |
-$1.44B |
+$1.24B |
MSFT, AAPL, NVDA, AMZN, V, GOOGL |
13F-HR |
8/15/2023, 11:45 AM |
Q1 2023 |
1,456 |
$29.1B |
+$2.73B |
-$1.4B |
+$1.32B |
MSFT, AAPL, NVDA, AMZN, V, GOOGL |
13F-HR |
5/11/2023, 11:43 AM |
Q4 2022 |
1,442 |
$26.5B |
+$3.03B |
-$2.25B |
+$779M |
MSFT, AAPL, V, AMZN, UNH, GOOGL |
13F-HR |
1/27/2023, 03:40 PM |
Q3 2022 |
1,440 |
$23.6B |
+$3.35B |
-$961M |
+$2.39B |
MSFT, AAPL, AMZN, VEA, V, GOOGL |
13F-HR |
11/14/2022, 02:46 PM |
Q2 2022 |
1,452 |
$22.7B |
+$2.95B |
-$1.17B |
+$1.78B |
MSFT, AAPL, AMZN, V, VEA, NVDA |
13F-HR |
8/12/2022, 02:02 PM |
Q1 2022 |
1,419 |
$26.2B |
+$3.17B |
-$1.37B |
+$1.8B |
MSFT, AAPL, AMZN, GOOGL, NVDA, V |
13F-HR |
5/12/2022, 12:52 PM |
Q4 2021 |
1,357 |
$26.2B |
+$2.06B |
-$1.92B |
+$146M |
MSFT, AAPL, AMZN, META, NVDA, GOOGL |
13F-HR |
2/8/2022, 03:19 PM |
Q3 2021 |
1,304 |
$24.3B |
+$4.09B |
-$811M |
+$3.28B |
MSFT, AMZN, META, NVDA, GOOGL, AAPL |
13F-HR |
11/12/2021, 04:50 PM |
Q2 2021 |
1,305 |
$21.4B |
+$1.76B |
-$628M |
+$1.13B |
MSFT, AMZN, META, AAPL, GOOGL, V |
13F-HR |
8/12/2021, 11:24 AM |
Q1 2021 |
1,256 |
$19.2B |
+$1.5B |
-$702M |
+$803M |
MSFT, AMZN, META, AAPL, V, GOOGL |
13F-HR |
5/4/2021, 06:02 PM |
Q4 2020 |
1,211 |
$17.4B |
+$1.42B |
-$1.76B |
-$337M |
MSFT, AMZN, AAPL, META, V, EFV |
13F-HR |
2/12/2021, 10:53 AM |
Q3 2020 |
1,139 |
$15.9B |
+$937M |
-$915M |
+$21.9M |
AMZN, MSFT, META, AAPL, V, BABA |
13F-HR |
11/12/2020, 01:48 PM |
Q2 2020 |
1,150 |
$15.1B |
+$1.96B |
-$1.42B |
+$541M |
MSFT, AMZN, META, V, AAPL, BND |
13F-HR |
8/11/2020, 02:35 PM |
Q1 2020 |
1,153 |
$12.3B |
+$1.92B |
-$689M |
+$1.23B |
MSFT, AMZN, V, META, AAPL, VTV |
13F-HR |
4/27/2020, 01:43 PM |
Q4 2019 |
1,116 |
$14.2B |
+$1.21B |
-$477M |
+$731M |
MSFT, META, V, AMZN, BND, AAPL |
13F-HR |
2/7/2020, 05:35 PM |
Q3 2019 |
1,102 |
$12.6B |
+$935M |
-$485M |
+$449M |
MSFT, V, AMZN, META, BND, ORCL |
13F-HR |
11/12/2019, 03:54 PM |
Q2 2019 |
1,058 |
$12.2B |
+$819M |
-$350M |
+$469M |
MSFT, V, AMZN, META, BND, ORCL |
13F-HR |
8/12/2019, 04:19 PM |
Q1 2019 |
1,054 |
$11.4B |
+$1.15B |
-$1.04B |
+$108M |
MSFT, AMZN, V, META, BND, ORCL |
RESTATEMENT |
5/15/2019, 05:01 PM |
Q4 2018 |
1,076 |
$10.1B |
+$1.25B |
-$703M |
+$546M |
MSFT, V, AMZN, BND, META, ORCL |
RESTATEMENT |
2/13/2019, 04:09 PM |
Q3 2018 |
1,074 |
$11.4B |
+$863M |
-$398M |
+$465M |
AMZN, MSFT, V, BND, META, ORCL |
13F-HR |
11/13/2018, 10:19 AM |
Q2 2018 |
1,076 |
$10.5B |
+$937M |
-$664M |
+$272M |
AMZN, META, MSFT, BND, V, BABA |
RESTATEMENT |
8/14/2018, 11:05 AM |
Q1 2018 |
1,049 |
$10.1B |
+$938M |
-$375M |
+$563M |
AMZN, META, BND, V, MSFT, BABA |
13F-HR |
5/10/2018, 02:54 PM |
Q4 2017 |
1,027 |
$9.82B |
+$560M |
-$556M |
+$4.24M |
AMZN, META, BND, V, BABA, MSFT |
13F-HR |
2/13/2018, 04:55 PM |
Q3 2017 |
1,028 |
$9.47B |
+$594M |
-$615M |
-$21.4M |
META, BND, BABA, V, AMZN, MSFT |
13F-HR |
11/14/2017, 02:25 PM |
Q2 2017 |
1,020 |
$9.24B |
+$565M |
-$558M |
+$6.86M |
AMZN, META, BND, V, BABA, ORCL |
13F-HR |
7/27/2017, 11:08 AM |
Q1 2017 |
1,032 |
$9.03B |
+$1.03B |
-$592M |
+$438M |
BND, META, AMZN, V, CSCO, MSFT |
13F-HR |
5/12/2017, 11:33 AM |
Q4 2016 |
1,009 |
$8.32B |
+$1.03B |
-$395M |
+$639M |
BND, META, V, AMZN, CSCO, JPM |
13F-HR |
2/7/2017, 11:40 AM |
Q3 2016 |
992 |
$7.72B |
+$636M |
-$322M |
+$314M |
BND, META, AMZN, V, CSCO, QCOM |
13F-HR |
11/4/2016, 03:11 PM |
Q2 2016 |
976 |
$7.23B |
+$994M |
-$380M |
+$614M |
BND, META, CSCO, AMZN, V, NVS |
13F-HR |
8/1/2016, 01:58 PM |
Q1 2016 |
972 |
$6.68B |
+$1.17B |
-$423M |
+$751M |
BND, EFV, MSFT, META, V, CSCO |
13F-HR |
5/6/2016, 02:11 PM |
Q4 2015 |
978 |
$6.1B |
+$643M |
-$364M |
+$279M |
BND, EFV, SPY, MSFT, V, AMZN |
13F-HR |
2/12/2016, 10:13 AM |
Q3 2015 |
986 |
$5.77B |
+$820M |
-$294M |
+$526M |
BND, EFV, SPY, V, MSFT, META |
13F-HR |
11/12/2015, 12:36 PM |
Q2 2015 |
1,002 |
$5.89B |
+$702M |
-$266M |
+$436M |
BND, SPY, EFV, V, JPM, AAPL |
13F-HR |
8/14/2015, 05:15 PM |
Q1 2015 |
996 |
$5.7B |
+$764M |
-$331M |
+$433M |
BND, EFV, SPY, V, IWM, AAPL |
13F-HR |
5/15/2015, 10:04 AM |
Q4 2014 |
1,020 |
$5.34B |
+$589M |
-$246M |
+$343M |
SPY, BND, EFV, V, JPM, WFC |
13F-HR |
2/5/2015, 10:45 AM |
Q3 2014 |
1,006 |
$4.98B |
+$306M |
-$1.85B |
-$1.54B |
SPY, BND, EFV, JPM, WFC, AAPL |
13F-HR |
11/3/2014, 11:31 AM |
Q2 2014 |
1,306 |
$6.98B |
+$841M |
-$437M |
+$404M |
SPY, BND, EFV, ORCL, WFC, V |
13F-HR |
8/13/2014, 01:45 PM |
Q1 2014 |
1,241 |
$6.5B |
+$755M |
-$378M |
+$377M |
BND, SPY, EFV, GOOGLXXXX, ORCL, JPM |
13F-HR |
5/13/2014, 12:13 PM |
Q4 2013 |
1,149 |
$6.11B |
|
|
|
SPY, BND, EFV, GOOGLXXXX, ORCL, AMZN |
13F-HR |
2/12/2014, 02:33 PM |