Q1 2024 |
2,657 |
$71B |
+$7.97B |
-$9.54B |
-$1.57B |
MSFT, AAPL, NVDA, AMZN, VCSH, IVV |
13F-HR |
5/14/2024, 02:19 PM |
Q4 2023 |
2,640 |
$66.2B |
+$6.5B |
-$10.8B |
-$4.31B |
MSFT, AAPL, IVV, AMZN, NVDA, META |
13F-HR |
2/13/2024, 02:00 PM |
Q3 2023 |
2,582 |
$63.7B |
+$5.15B |
-$7.31B |
-$2.16B |
AAPL, MSFT, AMZN, NVDA, GOOGL, IVV |
13F-HR |
11/13/2023, 02:23 PM |
Q2 2023 |
2,500 |
$67.9B |
+$4.84B |
-$5.19B |
-$350M |
AAPL, MSFT, LQD, AMZN, NVDA, IVV |
13F-HR |
8/11/2023, 02:53 PM |
Q1 2023 |
2,598 |
$63.9B |
+$6.18B |
-$4.49B |
+$1.69B |
AAPL, MSFT, LQD, AMZN, NVDA, IVV |
13F-HR |
5/12/2023, 11:20 AM |
Q4 2022 |
2,590 |
$59.3B |
+$4.53B |
-$7.36B |
-$2.83B |
AAPL, MSFT, LQD, AMZN, IVV, UNH |
13F-HR |
2/14/2023, 08:19 AM |
Q3 2022 |
2,647 |
$59B |
+$8.34B |
-$6.27B |
+$2.07B |
AAPL, MSFT, AMZN, LQD, TSLA, GOOGL |
13F-HR |
11/4/2022, 09:30 AM |
Q2 2022 |
2,656 |
$63B |
+$7.97B |
-$7.1B |
+$870M |
AAPL, MSFT, AMZN, GOOGL, GOOG, TSLA |
13F-HR |
8/15/2022, 11:04 AM |
Q1 2022 |
2,604 |
$75.2B |
+$7.26B |
-$9.08B |
-$1.83B |
AAPL, MSFT, AMZN, TSLA, GOOGL, GOOG |
13F-HR |
5/13/2022, 02:06 PM |
Q4 2021 |
2,626 |
$80.5B |
+$10.5B |
-$7.27B |
+$3.27B |
AAPL, MSFT, AMZN, LQD, IVV, GOOGL |
13F-HR |
2/14/2022, 07:48 AM |
Q3 2021 |
2,582 |
$71.6B |
+$7.63B |
-$8.11B |
-$479M |
MSFT, AAPL, AMZN, META, GOOGL, GOOG |
13F-HR |
11/15/2021, 02:07 PM |
Q2 2021 |
2,546 |
$72.7B |
+$8.14B |
-$6.95B |
+$1.19B |
MSFT, AAPL, AMZN, META, GOOGL, GOOG |
13F-HR |
8/16/2021, 03:14 PM |
Q1 2021 |
2,482 |
$66.8B |
+$9.94B |
-$7.1B |
+$2.84B |
MSFT, AAPL, AMZN, META, GOOGL, GOOG |
13F-HR |
5/12/2021, 03:58 PM |
Q4 2020 |
2,443 |
$59.5B |
+$53.5B |
-$1.27B |
+$52.2B |
AAPL, MSFT, AMZN, META, GOOGL, GOOG |
RESTATEMENT |
8/16/2021, 03:02 PM |
Q3 2020 |
1,304 |
$692M |
|
|
|
IVV, BSV, VOO, AGG, LQD, MSFT |
NEW HOLDINGS |
8/5/2021, 03:11 PM |
Q3 2020 |
2,429 |
$5.97B |
+$1.33B |
-$1.58B |
-$244M |
PULS, NRG, NLYXXXX, STMP, UFPI, OSK |
13F-HR |
11/16/2020, 11:36 AM |
Q2 2020 |
1,257 |
$540M |
|
|
|
IVV, AGG, BSV, LQD, VOO, QQQ |
NEW HOLDINGS |
8/5/2021, 03:08 PM |
Q2 2020 |
2,392 |
$6.09B |
+$1.73B |
-$2.4B |
-$666M |
PULS, NRG, STMP, OSK, AES, LNC |
13F-HR |
8/12/2020, 11:33 AM |
Q1 2020 |
1,195 |
$385M |
|
|
|
AGG, IVV, BIL, USMV, GOVT, VOO |
NEW HOLDINGS |
8/5/2021, 03:06 PM |
Q1 2020 |
2,346 |
$5.67B |
+$1.68B |
-$1.8B |
-$120M |
EXC, TSN, COF, PULS, OSK, KHC |
13F-HR |
5/12/2020, 11:11 AM |
Q4 2019 |
1,237 |
$384M |
|
|
|
IVV, AGG, VEA, USMV, VOO, GOVT |
NEW HOLDINGS |
8/5/2021, 03:04 PM |
Q4 2019 |
2,427 |
$9.37B |
+$1.5B |
-$2.61B |
-$1.1B |
OSK, DISCK, BG, PULS, AMG, JEF |
13F-HR |
2/11/2020, 01:35 PM |
Q3 2019 |
1,186 |
$306M |
|
|
|
AGG, IVV, NEAR, USMV, MUB, QUAL |
NEW HOLDINGS |
8/5/2021, 03:01 PM |
Q3 2019 |
2,408 |
$9.9B |
+$2.32B |
-$1.94B |
+$382M |
GEXXXX, OSK, DISCK, KDP, VIAB, FTDR |
13F-HR |
11/13/2019, 12:21 PM |
Q2 2019 |
1,187 |
$288M |
|
|
|
AGG, IVV, NEAR, QUAL, IEFA, MUB |
NEW HOLDINGS |
8/5/2021, 02:58 PM |
Q2 2019 |
2,452 |
$9.93B |
+$2.41B |
-$3.91B |
-$1.5B |
OSK, DISCK, CPT, VIAB, SPG, KDP |
13F-HR |
8/8/2019, 01:51 PM |
Q1 2019 |
1,071 |
$236M |
|
|
|
NEAR, AGG, IVV, IEFA, MUB, VOO |
NEW HOLDINGS |
8/5/2021, 02:54 PM |
Q1 2019 |
2,429 |
$11.4B |
+$2.23B |
-$4B |
-$1.77B |
EXC, KMI, NRG, CPT, UNM, WCC |
13F-HR |
5/15/2019, 12:26 PM |
Q4 2018 |
976 |
$123M |
|
|
|
AGG, IVV, QUAL, IEFA, NEAR, VOO |
NEW HOLDINGS |
8/5/2021, 02:47 PM |
Q4 2018 |
2,375 |
$11.7B |
+$2.26B |
-$4.76B |
-$2.49B |
EXC, SPG, KSS, UAL, NSC, NRG |
13F-HR |
2/7/2019, 03:34 PM |
Q3 2018 |
808 |
$62.2M |
|
|
|
AGG, BSV, QUAL, EFAV, IVV, VOO |
NEW HOLDINGS |
9/1/2021, 02:42 PM |
Q3 2018 |
2,418 |
$17.3B |
+$2.74B |
-$8.74B |
-$6B |
NSC, KSS, NFLX, SPG, HPE, NRG |
13F-HR |
11/7/2018, 03:14 PM |
Q2 2018 |
637 |
$27.9M |
|
|
|
AGG, VOO, EFAV, EMB, BSV, VEA |
NEW HOLDINGS |
9/1/2021, 02:39 PM |
Q2 2018 |
2,426 |
$22.6B |
+$4.7B |
-$14.3B |
-$9.6B |
VNQ, NFLX, ILMN, APC, ESRX, FCX |
13F-HR |
8/13/2018, 12:01 PM |
Q1 2018 |
415 |
$7.67M |
|
|
|
VEA, IBDL, VOO, VFH, EMB, IBDH |
NEW HOLDINGS |
9/1/2021, 02:37 PM |
Q1 2018 |
2,340 |
$31B |
+$3.82B |
-$44.5B |
-$40.7B |
BRKB, SPY, C, COP, MPC, SPGI |
13F-HR |
5/4/2018, 11:39 AM |
Q4 2017 |
2 |
$25K |
|
|
|
IWD, IWS |
NEW HOLDINGS |
9/1/2021, 02:33 PM |
Q4 2017 |
2,328 |
$73.4B |
+$6.08B |
-$5.93B |
+$148M |
AAPL, MSFT, JPM, META, GOOG, XOM |
13F-HR |
2/13/2018, 02:09 PM |
Q3 2017 |
192 |
$9.16B |
|
|
|
AAPL, BAC, AMZN, BRKB, AMGN, AMAT |
NEW HOLDINGS |
11/30/2017, 02:40 PM |
Q3 2017 |
2,329 |
$69.6B |
+$6.14B |
-$6.03B |
+$110M |
AAPL, MSFT, META, JPM, GOOG, JNJ |
13F-HR |
11/2/2017, 11:45 AM |
Q2 2017 |
2,337 |
$67.2B |
+$7.97B |
-$5.61B |
+$2.36B |
AAPL, MSFT, JPM, XOM, JNJ, META |
13F-HR |
8/7/2017, 03:48 PM |
Q1 2017 |
2,325 |
$64.1B |
+$6.38B |
-$6.5B |
-$128M |
AAPL, MSFT, JPM, META, XOM, JNJ |
13F-HR |
5/10/2017, 02:31 PM |
Q4 2016 |
2,329 |
$62.2B |
+$5.11B |
-$5.68B |
-$574M |
AAPL, MSFT, JPM, XOM, JNJ, T |
13F-HR |
2/7/2017, 02:29 PM |
Q3 2016 |
2,314 |
$60.5B |
+$5.37B |
-$5.99B |
-$620M |
AAPL, MSFT, XOM, JNJ, META, AMZN |
13F-HR |
11/4/2016, 02:07 PM |
Q2 2016 |
2,285 |
$59.4B |
+$7.04B |
-$3.96B |
+$3.09B |
AAPL, MSFT, XOM, JNJ, T, JPM |
13F-HR |
8/9/2016, 02:49 PM |
Q1 2016 |
2,293 |
$55.9B |
+$6.52B |
-$5.79B |
+$729M |
AAPL, MSFT, XOM, T, JNJ, JPM |
13F-HR |
5/9/2016, 01:47 PM |
Q4 2015 |
2,232 |
$55.2B |
+$7.18B |
-$3.82B |
+$3.36B |
AAPL, MSFT, XOM, JPM, AMZN, BRKB |
13F-HR |
2/12/2016, 01:12 PM |
Q3 2015 |
2,220 |
$50.7B |
+$5.13B |
-$5.83B |
-$701M |
AAPL, MSFT, XOM, JPM, JNJ, T |
13F-HR |
11/10/2015, 12:50 PM |
Q2 2015 |
2,225 |
$56.3B |
+$5.36B |
-$5.13B |
+$232M |
AAPL, XOM, MSFT, JPM, JNJ, BRKB |
13F-HR |
8/6/2015, 02:14 PM |
Q1 2015 |
2,228 |
$57.7B |
+$7.55B |
-$4.89B |
+$2.66B |
AAPL, XOM, MSFT, JNJ, JPM, BRKB |
13F-HR |
5/1/2015, 02:20 PM |
Q4 2014 |
2,197 |
$55.2B |
+$4.78B |
-$4.8B |
-$17.7M |
AAPL, XOM, MSFT, GEXXXX, JPM, JNJ |
13F-HR |
2/6/2015, 12:47 PM |
Q3 2014 |
2,210 |
$53.1B |
+$3.5B |
-$6.64B |
-$3.14B |
AAPL, XOM, JNJ, MSFT, GEXXXX, JPM |
13F-HR |
11/12/2014, 01:04 PM |
Q2 2014 |
2,425 |
$56.7B |
+$6.92B |
-$4.11B |
+$2.81B |
AAPL, XOM, JNJ, MSFT, GEXXXX, WFC |
13F-HR |
8/13/2014, 03:18 PM |
Q1 2014 |
2,260 |
$53.7B |
+$6.14B |
-$3.38B |
+$2.75B |
AAPL, XOM, GOOGLXXXX, MSFT, JNJ, CVX |
13F-HR |
5/14/2014, 04:11 PM |
Q4 2013 |
2,285 |
$50.4B |
|
|
|
AAPL, XOM, GOOGLXXXX, JNJ, CVX, WFC |
13F-HR |
2/11/2014, 02:01 PM |