Q1 2024 |
538 |
$83.1B |
+$5.32B |
-$681M |
+$4.64B |
MSFT, AAPL, PBUS, NVDA, AMZN, IVV |
13F-HR |
5/13/2024, 09:04 PM |
Q4 2023 |
513 |
$71.8B |
+$2.06B |
-$235M |
+$1.82B |
AAPL, MSFT, PBUS, AMZN, NVDA, IVV |
13F-HR |
2/6/2024, 07:33 PM |
Q3 2023 |
514 |
$62.5B |
+$2.6B |
-$360M |
+$2.24B |
AAPL, MSFT, PBUS, AMZN, NVDA, IVV |
13F-HR |
11/14/2023, 08:00 PM |
Q2 2023 |
506 |
$62B |
+$4.03B |
-$1.52B |
+$2.51B |
AAPL, MSFT, PBUS, AMZN, NVDA, GOOGL |
13F-HR |
8/15/2023, 08:34 PM |
Q1 2023 |
514 |
$54.9B |
+$2.3B |
-$953M |
+$1.35B |
AAPL, MSFT, PBUS, AMZN, NVDA, IVV |
13F-HR |
5/11/2023, 09:41 PM |
Q4 2022 |
526 |
$50.8B |
+$1.3B |
-$505M |
+$791M |
AAPL, MSFT, PBUS, AMZN, IVV, GOOGL |
RESTATEMENT |
2/23/2023, 07:50 PM |
Q3 2022 |
532 |
$47.9B |
+$3.81B |
-$299M |
+$3.52B |
AAPL, MSFT, PBUS, AMZN, TSLA, IVV |
RESTATEMENT |
2/23/2023, 06:44 PM |
Q2 2022 |
523 |
$48.5B |
+$4.29B |
|
+$4.29B |
AAPL, MSFT, PBUS, AMZN, GOOGL, GOOG |
13F-HR |
8/16/2022, 09:21 PM |
Q1 2022 |
523 |
$54.8B |
+$2.1B |
-$1.15B |
+$947M |
AAPL, MSFT, PBUS, AMZN, TSLA, GOOGL |
13F-HR |
5/12/2022, 09:52 PM |
Q4 2021 |
519 |
$57.3B |
+$1.37B |
-$1.36B |
+$12M |
AAPL, MSFT, PBUS, AMZN, GOOGL, IVV |
13F-HR |
2/15/2022, 05:11 AM |
Q3 2021 |
499 |
$52.5B |
+$1.05B |
-$523M |
+$525M |
AAPL, MSFT, PBUS, AMZN, META, GOOGL |
13F-HR |
11/17/2021, 07:27 PM |
Q2 2021 |
504 |
$52.6B |
+$1.18B |
|
+$1.18B |
AAPL, MSFT, PBUS, AMZN, META, IVV |
13F-HR |
8/16/2021, 07:43 PM |
Q1 2021 |
505 |
$47.8B |
+$4.22B |
-$485M |
+$3.73B |
AAPL, MSFT, PBUS, AMZN, META, IVV |
13F-HR |
5/13/2021, 05:48 PM |
Q4 2020 |
483 |
$43.9B |
+$1.86B |
-$446M |
+$1.41B |
AAPL, MSFT, AMZN, SPY, VOO, META |
13F-HR |
2/19/2021, 11:14 AM |
Q3 2020 |
471 |
$38.1B |
+$2.09B |
|
+$2.09B |
AAPL, MSFT, AMZN, SPY, META, VOO |
13F-HR |
11/12/2020, 08:10 PM |
Q2 2020 |
469 |
$35B |
+$2.21B |
-$504M |
+$1.7B |
AAPL, MSFT, AMZN, SPY, META, VOO |
13F-HR |
8/10/2020, 09:48 PM |
Q1 2020 |
484 |
$29.5B |
+$315M |
|
+$315M |
AAPL, MSFT, AMZN, SPY, VOO, IVV |
13F-HR |
5/26/2020, 08:17 PM |
Q4 2019 |
485 |
$36.5B |
+$3.4B |
-$441M |
+$2.96B |
AAPL, MSFT, SPY, AMZN, VOO, IVV |
13F-HR |
2/21/2020, 07:50 AM |
Q3 2019 |
486 |
$31.6B |
+$1.55B |
|
+$1.55B |
AAPL, MSFT, SPY, AMZN, VOO, IVV |
13F-HR |
11/14/2019, 07:45 PM |
Q2 2019 |
493 |
$29.9B |
+$3.19B |
-$40.7M |
+$3.15B |
AAPL, MSFT, SPY, AMZN, VOO, IVV |
13F-HR |
8/13/2019, 09:30 PM |
Q1 2019 |
454 |
$26B |
+$1.07B |
|
+$1.07B |
AAPL, MSFT, SPY, AMZN, VOO, IVV |
13F-HR |
5/14/2019, 08:04 PM |
Q4 2018 |
453 |
$24.2B |
+$1.42B |
|
+$1.42B |
AAPL, SPY, MSFT, AMZN, VOO, IVV |
13F-HR |
2/15/2019, 05:13 AM |
Q3 2018 |
461 |
$24.6B |
+$1.07B |
-$135M |
+$937M |
AAPL, SPY, AMZN, MSFT, VOO, IVV |
13F-HR |
11/15/2018, 05:24 AM |
Q2 2018 |
461 |
$22.1B |
+$1.64B |
-$126M |
+$1.51B |
AAPL, MSFT, AMZN, SPY, META, JPM |
13F-HR |
8/13/2018, 09:37 PM |
Q1 2018 |
451 |
$20.2B |
+$828M |
-$234M |
+$593M |
AAPL, SPY, MSFT, AMZN, META, JPM |
13F-HR |
4/12/2018, 08:19 PM |
Q4 2017 |
441 |
$20B |
+$1.04B |
-$135M |
+$908M |
AAPL, SPY, MSFT, AMZN, META, JPM |
13F-HR |
1/16/2018, 07:51 PM |
Q3 2017 |
450 |
$18.2B |
+$930M |
|
+$930M |
AAPL, SPY, MSFT, META, AMZN, VOO |
13F-HR |
10/16/2017, 06:59 AM |
Q2 2017 |
451 |
$16.8B |
+$1.61B |
-$198K |
+$1.61B |
AAPL, SPY, MSFT, AMZN, META, JNJ |
13F-HR |
7/12/2017, 09:48 PM |
Q1 2017 |
456 |
$14.9B |
+$909M |
-$219M |
+$691M |
AAPL, SPY, MSFT, AMZN, XOM, META |
13F-HR |
4/10/2017, 10:00 PM |
Q4 2016 |
491 |
$14.6B |
+$1.81B |
-$4.19M |
+$1.8B |
AAPL, SPY, MSFT, XOM, JPM, JNJ |
13F-HR |
1/17/2017, 07:24 PM |
Q3 2016 |
447 |
$12.5B |
+$996M |
-$11.7M |
+$984M |
AAPL, SPY, MSFT, XOM, AMZN, JNJ |
13F-HR |
10/14/2016, 09:11 AM |
Q2 2016 |
448 |
$11.3B |
+$1.37B |
-$63.3M |
+$1.31B |
SPY, AAPL, XOM, MSFT, JNJ, IVV |
13F-HR |
8/11/2016, 09:48 AM |
Q1 2016 |
474 |
$9.98B |
+$422M |
|
+$422M |
SPY, AAPL, MSFT, XOM, GEXXXX, IVV |
13F-HR |
5/13/2016, 09:01 PM |
Q4 2015 |
422 |
$9.52B |
+$1.28B |
|
+$1.28B |
SPY, AAPL, MSFT, XOM, GEXXXX, IVV |
13F-HR |
2/11/2016, 07:47 PM |
Q3 2015 |
413 |
$7.91B |
+$1.54B |
-$4.46M |
+$1.53B |
AAPL, MSFT, XOM, WFC, JNJ, GEXXXX |
13F-HR |
10/14/2015, 09:24 PM |
Q2 2015 |
410 |
$7.71B |
+$1.18B |
-$22.4M |
+$1.16B |
SPY, AAPL, XOM, MSFT, VOO, WFC |
13F-HR |
7/14/2015, 09:19 PM |
Q1 2015 |
416 |
$6.92B |
+$1.08B |
-$2.05M |
+$1.08B |
SPY, AAPL, EWTXXXX, VOO, XOM, MSFT |
13F-HR |
4/14/2015, 10:00 PM |
Q4 2014 |
419 |
$5.93B |
+$191M |
-$697M |
-$506M |
SPY, AAPL, XOM, EWTXXXX, MSFT, VOO |
13F-HR |
1/12/2015, 07:19 PM |
Q3 2014 |
407 |
$6.3B |
|
|
|
SPY, AAPL, XOM, EWTXXXX, MSFT, VOO |
13F-HR |
11/6/2014, 06:30 PM |