Q1 2024 |
6,849 |
$44.7B |
+$1.89B |
-$17.9B |
-$16B |
AAPL, QQQ, MSFT, IVV, NVDA, AMZN |
13F-HR |
5/10/2024, 04:18 PM |
Q4 2023 |
7,033 |
$57.1B |
+$1.78B |
-$13.1B |
-$11.3B |
IVV, AAPL, MSFT, QQQ, VOO, VTI |
13F-HR |
2/12/2024, 12:22 PM |
Q3 2023 |
7,002 |
$47.7B |
+$11.4B |
-$1.65B |
+$9.79B |
MSFT, QQQ, VTI, IUSB, SPY, NVDA |
13F-HR |
11/13/2023, 01:52 PM |
Q2 2023 |
7,198 |
$53.4B |
+$3.34B |
-$3.39B |
-$50.2M |
IVV, AAPL, MSFT, VOO, IUSB, AMZN |
RESTATEMENT |
8/21/2023, 11:55 AM |
Q1 2023 |
7,491 |
$53.2B |
+$4.89B |
-$3.46B |
+$1.43B |
IVV, AAPL, MSFT, BSV, VOO, QQQ |
13F-HR |
5/12/2023, 03:48 PM |
Q4 2022 |
7,142 |
$49.4B |
+$5.85B |
-$2.9B |
+$2.95B |
IVV, AAPL, BSV, MSFT, VOO, VTI |
13F-HR |
2/10/2023, 10:33 AM |
Q3 2022 |
7,226 |
$43.8B |
+$3.79B |
-$2.41B |
+$1.38B |
IVV, AAPL, BSV, MSFT, VOO, VTI |
13F-HR |
11/14/2022, 10:12 AM |
Q2 2022 |
7,301 |
$45.3B |
+$5.69B |
-$3.71B |
+$1.97B |
IVV, AAPL, ITOT, BSV, MSFT, VOO |
13F-HR |
8/10/2022, 04:12 PM |
Q1 2022 |
7,196 |
$51.5B |
+$5.2B |
-$4.04B |
+$1.17B |
AAPL, IVV, VOO, MSFT, QQQ, ESGU |
13F-HR |
5/4/2022, 12:32 PM |
Q4 2021 |
7,345 |
$52.8B |
+$4.18B |
-$2.17B |
+$2.01B |
IVV, AAPL, QQQ, VOO, MSFT, VTI |
13F-HR |
2/3/2022, 02:55 PM |
Q3 2021 |
7,156 |
$48B |
+$4.73B |
-$2.12B |
+$2.61B |
AAPL, IVV, VOO, QQQ, MSFT, AMZN |
13F-HR |
11/5/2021, 01:19 PM |
Q2 2021 |
6,059 |
$43.4B |
+$4.19B |
-$1.99B |
+$2.2B |
AAPL, IVV, VOO, MSFT, AMZN, VEA |
13F-HR |
8/2/2021, 05:30 PM |
Q1 2021 |
6,782 |
$41.6B |
+$4.74B |
-$2.13B |
+$2.61B |
AAPL, IVV, IJR, QQQ, VOO, VTI |
13F-HR |
5/13/2021, 11:59 AM |
Q4 2020 |
6,377 |
$37.4B |
+$3.56B |
-$2.8B |
+$761M |
AAPL, IVV, QQQ, VOO, IJR, AMZN |
13F-HR |
2/10/2021, 09:12 AM |
Q3 2020 |
6,180 |
$33.4B |
+$3.91B |
-$1.34B |
+$2.57B |
AAPL, IVV, QQQ, AMZN, VOO, MSFT |
13F-HR |
11/12/2020, 12:56 PM |
Q2 2020 |
6,090 |
$29.8B |
+$2.08B |
-$205B |
-$203B |
AAPL, IVV, QQQ, AMZN, MSFT, VOO |
13F-HR |
8/14/2020, 09:08 AM |
Q1 2020 |
6,047 |
$24.4B |
|
|
|
IVV, AAPL, VOO, VEA, USMV, MSFT |
13F-HR |
5/15/2020, 06:05 PM |