Q1 2024 |
7,860 |
$303B |
+$47.5B |
-$10.3B |
+$37.2B |
MSFT, AAPL, NVDA, AMZN, SPY, UBS |
13F-HR |
5/13/2024, 06:45 AM |
Q4 2023 |
7,898 |
$249B |
+$21.1B |
-$13.6B |
+$7.43B |
MSFT, AAPL, UBS, SPY, AMZN, AVGO |
13F-HR |
2/9/2024, 06:31 AM |
Q3 2023 |
8,105 |
$218B |
+$11.5B |
-$15.8B |
-$4.35B |
MSFT, AAPL, SPY, AMZN, GOOGL, UBS |
13F-HR |
11/9/2023, 06:30 AM |
Q2 2023 |
7,704 |
$230B |
+$17.7B |
-$15.3B |
+$2.4B |
MSFT, AAPL, SPY, AMZN, NVDA, GOOGL |
13F-HR |
8/11/2023, 12:23 PM |
Q1 2023 |
9,521 |
$274B |
+$28.8B |
-$36.9B |
-$8.05B |
SPY, MSFT, AAPL, UBS, SPY, QQQ |
13F-HR |
5/12/2023, 07:30 AM |
Q4 2022 |
10,672 |
$268B |
+$41.6B |
-$17.1B |
+$24.5B |
MSFT, AAPL, SPY, SPY, JPM, UBS |
13F-HR |
2/8/2023, 01:18 PM |
Q3 2022 |
10,260 |
$228B |
+$26.8B |
-$21.2B |
+$5.61B |
MSFT, AAPL, SPY, SPY, AMZN, QQQ |
13F-HR |
11/10/2022, 05:15 AM |
Q2 2022 |
10,227 |
$244B |
+$23.8B |
-$26.8B |
-$2.99B |
MSFT, AAPL, SPY, QQQ, AMZN, GOOGL |
13F-HR |
8/10/2022, 06:30 AM |
Q1 2022 |
10,160 |
$300B |
+$29.6B |
-$56.3B |
-$26.7B |
MSFT, AAPL, AMZN, SPY, GOOGL, QQQ |
13F-HR |
5/16/2022, 07:31 AM |
Q4 2021 |
10,207 |
$349B |
+$45.2B |
-$34.1B |
+$11.1B |
MSFT, AAPL, TSLA, SPY, SPY, AMZN |
13F-HR |
2/14/2022, 08:05 AM |
Q3 2021 |
9,452 |
$318B |
+$36.5B |
-$19.5B |
+$17B |
MSFT, AAPL, AMZN, SPY, SPY, GOOGL |
13F-HR |
11/15/2021, 08:20 AM |
Q2 2021 |
9,330 |
$310B |
+$27.6B |
-$35.7B |
-$8.09B |
MSFT, SPY, AAPL, AMZN, SPY, QQQ |
13F-HR |
8/13/2021, 09:30 AM |
Q1 2021 |
8,914 |
$301B |
+$37.7B |
-$42.4B |
-$4.77B |
MSFT, AAPL, SPY, SPY, BABA, AMZN |
13F-HR |
5/11/2021, 05:37 PM |
Q4 2020 |
8,341 |
$296B |
+$37.1B |
-$38.7B |
-$1.67B |
TSLA, MSFT, AAPL, AMZN, SPY, QQQ |
13F-HR |
2/11/2021, 01:11 PM |
Q3 2020 |
7,927 |
$265B |
+$37.6B |
-$17.3B |
+$20.3B |
MSFT, AAPL, TSLA, SPY, SPY, AMZN |
13F-HR |
11/12/2020, 08:15 AM |
Q2 2020 |
7,889 |
$237B |
+$22.3B |
-$36B |
-$13.6B |
MSFT, SPY, AAPL, SPY, AMZN, IEFA |
13F-HR |
7/31/2020, 08:45 AM |
Q1 2020 |
7,901 |
$212B |
+$26B |
-$39.1B |
-$13.1B |
SPY, MSFT, SPY, AAPL, AMZN, IEFA |
13F-HR |
5/1/2020, 11:22 AM |
Q4 2019 |
8,069 |
$287B |
+$35B |
-$23.6B |
+$11.4B |
MSFT, AAPL, SPY, SPY, SPY, IEFA |
13F-HR |
2/14/2020, 05:30 AM |
Q3 2019 |
7,970 |
$260B |
+$27.3B |
-$24.4B |
+$2.99B |
SPY, MSFT, SPY, AAPL, IEFA, SPY |
13F-HR |
11/14/2019, 06:00 AM |
Q2 2019 |
7,819 |
$260B |
+$31.7B |
-$18.3B |
+$13.4B |
SPY, SPY, MSFT, AAPL, AMZN, IEFA |
13F-HR |
8/14/2019, 06:06 AM |
Q1 2019 |
7,672 |
$242B |
+$30.2B |
-$31.4B |
-$1.21B |
SPY, SPY, MSFT, AAPL, IEFA, AMZN |
13F-HR |
5/14/2019, 06:15 AM |
Q4 2018 |
7,983 |
$221B |
+$30.8B |
-$22.9B |
+$7.87B |
SPY, SPY, MSFT, SPY, AAPL, QQQ |
13F-HR |
2/14/2019, 05:25 AM |
Q3 2018 |
7,942 |
$252B |
+$30.1B |
-$16.5B |
+$13.6B |
SPY, SPY, MSFT, QQQ, AAPL, IEFA |
13F-HR |
11/14/2018, 07:13 AM |
Q2 2018 |
7,931 |
$231B |
+$35.1B |
-$31.3B |
+$3.74B |
SPY, SPY, MSFT, AAPL, SPY, EFA |
13F-HR |
8/14/2018, 09:19 AM |
Q1 2018 |
7,758 |
$232B |
+$26.2B |
-$31.7B |
-$5.44B |
SPY, SPY, MSFT, SPY, AAPL, EFA |
13F-HR |
5/15/2018, 06:12 AM |
Q4 2017 |
7,807 |
$243B |
+$36B |
-$17.4B |
+$18.5B |
SPY, SPY, IWM, AAPL, UNP, MSFT |
13F-HR |
2/14/2018, 04:35 PM |
Q3 2017 |
7,678 |
$216B |
+$34.2B |
-$15.6B |
+$18.6B |
SPY, SPY, UBS, AAPL, MSFT, EFA |
13F-HR |
11/14/2017, 04:05 PM |
Q2 2017 |
7,609 |
$193B |
+$27.5B |
-$18.6B |
+$8.91B |
SPY, SPY, UBS, AAPL, EFA, MSFT |
RESTATEMENT |
11/14/2017, 02:14 PM |
Q1 2017 |
7,583 |
$183B |
+$23.9B |
-$26.9B |
-$3B |
SPY, SPY, UBS, AAPL, EFA, MSFT |
RESTATEMENT |
11/14/2017, 02:00 PM |
Q4 2016 |
7,735 |
$181B |
+$29.7B |
-$16.4B |
+$13.3B |
SPY, SPY, UBS, AAPL, EFA, MSFT |
13F-HR |
2/14/2017, 01:12 PM |
Q3 2016 |
7,630 |
$168B |
+$21.3B |
-$16.2B |
+$5.09B |
SPY, SPY, UBS, AAPL, EFA, MSFT |
13F-HR |
11/14/2016, 03:43 PM |
Q2 2016 |
7,676 |
$159B |
+$24.1B |
-$14.1B |
+$10B |
SPY, SPY, SPY, UBS, GLD, EFA |
13F-HR |
8/12/2016, 03:41 PM |
Q1 2016 |
7,568 |
$149B |
+$24.6B |
-$25.4B |
-$795M |
SPY, IWM, SPY, UBS, GLD, AAPL |
13F-HR |
5/12/2016, 03:22 PM |
Q4 2015 |
8,299 |
$154B |
+$29.6B |
-$18.1B |
+$11.4B |
SPY, IWM, SPY, UBS, AAPL, AMZN |
13F-HR |
2/16/2016, 10:44 AM |
Q3 2015 |
8,366 |
$141B |
+$25.6B |
-$16.4B |
+$9.14B |
SPY, SPY, IWM, UBS, AAPL, SPY |
13F-HR |
11/13/2015, 01:25 PM |
Q2 2015 |
8,438 |
$150B |
+$25.2B |
-$16.6B |
+$8.56B |
SPY, IWM, AAPL, UBS, MSFT, EFA |
13F-HR |
8/14/2015, 10:50 AM |
Q1 2015 |
8,715 |
$145B |
+$23.4B |
-$19.1B |
+$4.26B |
SPY, AAPL, UBS, SPY, YUM, MSFT |
13F-HR |
5/14/2015, 12:13 PM |
Q4 2014 |
9,674 |
$143B |
|
|
|
SPY, AAPL, UBS, SPY, MSFT, SPY |
13F-HR |
2/13/2015, 05:02 PM |