| Q1 2024 |
2,693 |
$33.6B |
+$2.63B |
-$1.95B |
+$686M |
IVV, MSFT, AAPL, XLV, XLK, AMZN |
13F-HR |
5/1/2024, 04:32 PM |
| Q4 2023 |
2,613 |
$30.8B |
+$2.82B |
-$1.43B |
+$1.39B |
IVV, AAPL, MSFT, XLV, XLK, AMZN |
13F-HR |
2/7/2024, 06:02 PM |
| Q3 2023 |
2,548 |
$26.8B |
+$1.47B |
-$2.19B |
-$711M |
IVV, AAPL, MSFT, XLV, XLK, VEU |
13F-HR |
11/8/2023, 12:18 PM |
| Q2 2023 |
2,626 |
$28.7B |
+$4.02B |
-$939M |
+$3.09B |
AAPL, IVV, MSFT, XLV, XLK, VEU |
13F-HR |
7/26/2023, 03:36 PM |
| Q1 2023 |
2,452 |
$24.5B |
+$1.93B |
-$1.48B |
+$447M |
IVV, MSFT, XLK, XLV, VEU, IUSB |
13F-HR |
4/28/2023, 03:08 PM |
| Q4 2022 |
2,556 |
$25.7B |
+$1.78B |
-$1.14B |
+$634M |
IVV, AAPL, XLV, XLK, MSFT, VEU |
13F-HR |
2/1/2023, 10:41 AM |
| Q3 2022 |
2,489 |
$23.3B |
+$4.2B |
-$1.04B |
+$3.17B |
AAPL, IVV, XLV, XLK, MSFT, VEU |
13F-HR |
10/25/2022, 02:49 PM |
| Q2 2022 |
2,309 |
$22.1B |
+$3.51B |
-$1.64B |
+$1.87B |
IVV, XLK, XLV, MSFT, VEU, XLC |
13F-HR |
8/3/2022, 09:20 AM |
| Q1 2022 |
2,227 |
$23.4B |
+$1.96B |
-$1.42B |
+$543M |
XLK, MSFT, XLV, VEU, XLF, ESGU |
13F-HR |
5/4/2022, 12:40 PM |
| Q4 2021 |
2,360 |
$25.8B |
+$1.69B |
-$719M |
+$973M |
XLK, IVV, MSFT, VEU, VCIT, XLV |
13F-HR |
1/27/2022, 08:56 AM |
| Q3 2021 |
2,283 |
$23.4B |
+$1.87B |
-$717M |
+$1.15B |
XLK, IVV, MSFT, VEU, VCIT, XLF |
13F-HR |
10/29/2021, 04:37 PM |
| Q2 2021 |
2,240 |
$22.7B |
+$2B |
-$837M |
+$1.17B |
XLK, IVV, MSFT, VEU, XLY, XLV |
13F-HR |
7/26/2021, 04:31 PM |
| Q1 2021 |
2,158 |
$20.6B |
+$2.1B |
-$911M |
+$1.19B |
IVV, MSFT, XLK, VEU, XLI, XLF |
13F-HR |
4/27/2021, 02:51 PM |
| Q4 2020 |
2,217 |
$20.7B |
+$2.06B |
-$651M |
+$1.4B |
AAPL, IVV, MSFT, XLK, VEU, AMZN |
13F-HR |
1/25/2021, 02:32 PM |
| Q3 2020 |
2,059 |
$17.5B |
+$1.76B |
-$614M |
+$1.15B |
AAPL, MSFT, IVV, XLK, AMZN, VEU |
13F-HR |
11/6/2020, 12:49 PM |
| Q2 2020 |
1,985 |
$15.8B |
+$2.16B |
-$966M |
+$1.19B |
AAPL, MSFT, IVV, XLK, AMZN, XLV |
13F-HR |
7/23/2020, 12:11 PM |
| Q1 2020 |
1,870 |
$12.6B |
+$1.41B |
-$942M |
+$471M |
IVV, AAPL, MSFT, XLV, XLK, AMZN |
13F-HR |
4/30/2020, 10:37 AM |
| Q4 2019 |
2,055 |
$15.2B |
+$1.2B |
-$479M |
+$722M |
IVV, AAPL, XLK, MSFT, VEU, XLV |
13F-HR |
1/21/2020, 09:33 AM |
| Q3 2019 |
2,035 |
$13.7B |
+$1.08B |
-$336M |
+$742M |
IVV, AAPL, XLK, MSFT, VEU, XLP |
13F-HR |
10/29/2019, 10:49 AM |
| Q2 2019 |
2,035 |
$13B |
+$1.13B |
-$472M |
+$660M |
IVV, XLK, AAPL, MSFT, VEU, XLV |
13F-HR |
7/29/2019, 02:44 PM |
| Q1 2019 |
1,992 |
$12.2B |
+$1.14B |
-$476M |
+$661M |
IVV, AAPL, VEU, XLK, MSFT, XLV |
RESTATEMENT |
4/30/2019, 01:20 PM |
| Q4 2018 |
1,932 |
$10.4B |
+$880M |
-$452M |
+$429M |
IVV, AAPL, VEU, XLV, MSFT, XLK |
13F-HR |
2/1/2019, 10:27 AM |
| Q3 2018 |
2,048 |
$11.6B |
+$1.09B |
-$342M |
+$743M |
IVV, AAPL, VEU, MSFT, XLV, AMZN |
13F-HR |
11/5/2018, 09:46 AM |
| Q2 2018 |
1,988 |
$10.4B |
+$1.02B |
-$311M |
+$712M |
AAPL, VEU, IVV, XLK, XLV, MSFT |
13F-HR |
7/24/2018, 01:01 PM |
| Q1 2018 |
1,934 |
$9.94B |
+$873M |
-$306M |
+$566M |
AAPL, VEU, XLV, IVV, XLK, MSFT |
13F-HR |
4/19/2018, 04:22 PM |
| Q4 2017 |
1,911 |
$9.63B |
+$737M |
-$193M |
+$544M |
AAPL, XLV, IVV, XLK, VEU, MSFT |
13F-HR |
2/14/2018, 09:23 AM |
| Q3 2017 |
1,821 |
$8.78B |
+$871M |
-$270M |
+$601M |
AAPL, XLV, VEU, XLK, IVV, MSFT |
13F-HR |
11/15/2017, 11:31 AM |
| Q2 2017 |
1,733 |
$8.01B |
+$603M |
-$203M |
+$401M |
AAPL, XLK, XLV, VEU, IVV, JNJ |
13F-HR |
7/27/2017, 09:33 AM |
| Q1 2017 |
1,733 |
$7.51B |
+$972M |
-$302M |
+$670M |
AAPL, XLK, XLV, VEU, JNJ, IVV |
13F-HR |
4/26/2017, 07:49 AM |
| Q4 2016 |
1,678 |
$6.63B |
+$1.17B |
-$248M |
+$924M |
AAPL, XLV, XLK, VEU, GEXXXX, T |
13F-HR |
2/13/2017, 01:21 PM |
| Q3 2016 |
1,520 |
$5.68B |
+$3.03B |
-$2.24B |
+$791M |
XLV, AAPL, VEU, XLK, GEXXXX, JNJ |
13F-HR |
11/14/2016, 07:17 AM |
| Q2 2016 |
625 |
$4.9B |
+$3.08B |
-$17.9M |
+$3.06B |
VEU, GEXXXX, JNJ, IGSB, MSFT, LQD |
RESTATEMENT |
8/11/2016, 09:29 AM |
| Q1 2016 |
1,262 |
$3.82B |
+$668M |
-$233M |
+$436M |
AAPL, XLK, XLY, GEXXXX, VEU, JNJ |
13F-HR |
5/10/2016, 10:42 AM |
| Q4 2015 |
1,360 |
$3.87B |
+$451M |
-$170M |
+$282M |
AAPL, GEXXXX, MSFT, VEU, VGT, XLY |
13F-HR |
2/19/2016, 11:41 AM |
| Q3 2015 |
1,387 |
$3.54B |
+$691M |
-$116M |
+$575M |
AAPL, GEXXXX, JNJ, MSFT, VEU, XOM |
13F-HR |
11/16/2015, 10:32 AM |
| Q2 2015 |
2,017 |
$4.78B |
+$693M |
-$444M |
+$249M |
GEXXXX, JNJ, XOM, MSFT, CVX, MRK |
13F-HR |
8/4/2015, 11:14 AM |
| Q1 2015 |
2,390 |
$5.37B |
+$641M |
-$211M |
+$431M |
AAPL, GEXXXX, JNJ, XOM, MSFT, CVX |
RESTATEMENT |
5/12/2015, 10:59 AM |
| Q4 2014 |
2,320 |
$5B |
+$548M |
-$248M |
+$299M |
AAPL, GEXXXX, XOM, JNJ, MSFT, PG |
13F-HR |
2/10/2015, 12:53 PM |
| Q3 2014 |
2,283 |
$4.81B |
+$516M |
-$137M |
+$378M |
AAPL, GEXXXX, XOM, JNJ, MSFT, IBM |
13F-HR |
11/14/2014, 10:41 AM |
| Q2 2014 |
2,216 |
$4.59B |
+$639M |
-$179M |
+$460M |
AAPL, XOM, GEXXXX, JNJ, MSFT, CVX |
13F-HR |
8/13/2014, 04:49 PM |
| Q1 2014 |
2,035 |
$4.13B |
+$602M |
-$190M |
+$412M |
AAPL, XOM, GEXXXX, JNJ, MSFT, IBM |
13F-HR |
5/14/2014, 09:00 AM |
| Q4 2013 |
2,010 |
$3.79B |
|
|
|
XOM, AAPL, GEXXXX, JNJ, IBM, CVX |
13F-HR |
2/19/2014, 08:43 AM |