| Q1 2024 |
3,805 |
$55.3B |
+$24.6B |
-$17.2B |
+$7.34B |
SPY, AAPL, META, NVDA, V, AMZN |
13F-HR |
5/14/2024, 09:02 AM |
| Q4 2023 |
3,820 |
$44.2B |
+$20.3B |
-$14B |
+$6.35B |
AAPL, MSFT, NVDA, UNH, V, AMZN |
13F-HR |
2/13/2024, 06:41 AM |
| Q3 2023 |
3,574 |
$33.7B |
+$16.5B |
-$8.07B |
+$8.42B |
MSFT, AAPL, GOOGL, V, ADBE, MCD |
13F-HR |
11/13/2023, 10:06 AM |
| Q2 2023 |
1,868 |
$25.3B |
+$14.8B |
-$7.06B |
+$7.78B |
AAPL, NVDA, MSFT, GOOG, GOOGL, KO |
13F-HR |
8/14/2023, 11:22 AM |
| Q1 2023 |
2,481 |
$23.2B |
+$13.8B |
-$5.89B |
+$7.9B |
SPY, QQQ, IWM, GOOG, CI, QQQ |
13F-HR |
5/15/2023, 10:08 AM |
| Q4 2022 |
2,402 |
$18.7B |
+$10.4B |
-$4.69B |
+$5.71B |
IWM, AAPL, SPY, QQQ, TXN, GS |
13F-HR |
2/14/2023, 05:51 AM |
| Q3 2022 |
2,452 |
$16.8B |
+$10.2B |
-$3.68B |
+$6.5B |
IWM, AAPL, MSFT, V, MCD, CVX |
13F-HR |
11/14/2022, 08:40 AM |
| Q2 2022 |
2,428 |
$13.6B |
+$8.85B |
-$2.25B |
+$6.6B |
IWM, MSFT, MPC, AAPL, BRKB, AMGN |
13F-HR |
8/15/2022, 07:27 AM |
| Q1 2022 |
2,381 |
$11.8B |
+$7.32B |
-$2.69B |
+$4.62B |
IWM, AAPL, GDX, VZ, ZTS, ABT |
13F-HR |
5/9/2022, 09:48 AM |
| Q4 2021 |
2,468 |
$13B |
+$9.6B |
-$2.59B |
+$7.01B |
SPY, AAPL, AZO, MSFT, HON, TXN |
RESTATEMENT |
2/10/2022, 12:13 PM |
| Q3 2021 |
2,123 |
$7.97B |
+$4.61B |
-$1.91B |
+$2.7B |
GOVT, MSFT, VCIT, TIP, ADBE, BNDX |
13F-HR |
11/12/2021, 08:55 AM |
| Q2 2021 |
2,195 |
$8.78B |
+$5.54B |
-$1.2B |
+$4.34B |
IWM, AMZN, VCIT, MSFT, SPY, GOVT |
13F-HR |
8/13/2021, 06:53 AM |
| Q1 2021 |
1,857 |
$6.31B |
+$3.36B |
-$2.21B |
+$1.15B |
GDX, AAPL, BNDX, MBB, MSFT, VCIT |
13F-HR |
5/14/2021, 09:30 AM |
| Q4 2020 |
1,753 |
$7.03B |
+$3.53B |
-$2.11B |
+$1.42B |
GDX, BNDX, MUB, VCIT, BIV, AAPL |
13F-HR |
2/16/2021, 05:15 AM |
| Q3 2020 |
1,610 |
$7.01B |
+$3.89B |
-$2.28B |
+$1.61B |
BNDX, GOVT, GDX, BIV, AAPL, MUB |
13F-HR |
11/12/2020, 11:27 AM |
| Q2 2020 |
1,679 |
$6.82B |
+$5.23B |
-$370M |
+$4.86B |
MUB, BNDX, MBB, AAPL, VCIT, SPY |
13F-HR |
8/14/2020, 10:03 AM |
| Q1 2020 |
1,067 |
$2.43B |
+$1.64B |
-$707M |
+$931M |
SPY, BNDX, GLD, GDX, MUB, TFI |
13F-HR |
5/15/2020, 10:13 AM |
| Q4 2019 |
1,507 |
$3.19B |
+$3.1B |
-$10.8M |
+$3.09B |
DIA, IWF, MUB, XLY, EWJ, GLD |
13F-HR |
2/13/2020, 07:21 AM |
| Q3 2019 |
239 |
$150M |
+$64.2M |
-$108M |
-$44M |
CME, AMZN, MSFT, UTX, AABA, ARE |
13F-HR |
11/13/2019, 08:58 AM |
| Q2 2019 |
386 |
$420M |
+$125M |
-$231M |
-$106M |
MSFT, AAPL, AMZN, CME, BA, HD |
13F-HR |
8/2/2019, 07:03 AM |
| Q1 2019 |
411 |
$757M |
+$619M |
-$16.7M |
+$602M |
MSFT, AAPL, JNJ, AMZN, BA, BRKB |
13F-HR |
5/15/2019, 08:39 AM |
| Q4 2018 |
287 |
$232M |
+$122M |
-$109M |
+$12.8M |
SPY, CME, RAMP, BHP, D, CHL |
13F-HR |
2/14/2019, 08:41 AM |
| Q3 2018 |
1,043 |
$752M |
+$629M |
-$26M |
+$603M |
AAPL, MSFT, AMZN, BA, UNH, CNHI |
13F-HR |
11/14/2018, 06:47 AM |
| Q2 2018 |
822 |
$158M |
+$114M |
-$54.4M |
+$59.2M |
CME, AMZN, RACE, CNHI, XLE, META |
RESTATEMENT |
8/15/2018, 10:30 AM |
| Q1 2018 |
327 |
$260M |
|
|
|
MDY, XLB, XLK, XLI, XLY, SPY |
13F-HR |
5/14/2018, 01:40 PM |