Q3 2024 |
6,302 |
$1.25T |
+$98B |
-$61.9B |
+$36.1B |
MSFT, NVDA, AAPL, AMZN, SPY
|
13F-HR |
11/8/2024, 10:03 AM |
Q2 2024 |
6,284 |
$1.16T |
+$123B |
-$65.3B |
+$58.2B |
MSFT, NVDA, AAPL, AMZN, SPY
|
13F-HR |
8/12/2024, 03:41 PM |
Q1 2024 |
6,350 |
$1.12T |
+$112B |
-$53.4B |
+$59B |
MSFT, NVDA, SPY, AMZN, AAPL
|
13F-HR |
5/10/2024, 03:09 PM |
Q4 2023 |
6,441 |
$977B |
+$86.6B |
-$58.9B |
+$27.7B |
MSFT, AAPL, AMZN, SPY, NVDA
|
13F-HR |
2/12/2024, 11:58 AM |
Q3 2023 |
6,471 |
$857B |
+$62.7B |
-$47.5B |
+$15.2B |
MSFT, AAPL, SPY, AMZN, NVDA
|
13F-HR |
11/14/2023, 08:12 AM |
Q2 2023 |
5,967 |
$873B |
+$94.2B |
-$38.3B |
+$56B |
MSFT, AAPL, SPY, AMZN, NVDA
|
13F-HR |
8/11/2023, 07:16 AM |
Q1 2023 |
6,164 |
$770B |
+$79.2B |
-$48.8B |
+$30.4B |
MSFT, AAPL, SPY, AMZN, BNDX
|
Restatement |
5/18/2023, 12:45 PM |
Q4 2022 |
6,079 |
$705B |
+$50.8B |
-$39.2B |
+$11.6B |
MSFT, SPY, AAPL, UNH, ABBV
|
13F-HR |
2/13/2023, 12:46 PM |
Q3 2022 |
5,929 |
$646B |
+$53.3B |
-$31.2B |
+$22.1B |
MSFT, SPY, AAPL, AMZN, UNH
|
13F-HR |
11/14/2022, 09:12 AM |
Q2 2022 |
6,014 |
$675B |
+$72.7B |
-$41.2B |
+$31.6B |
MSFT, SPY, AAPL, AMZN, UNH
|
13F-HR |
8/11/2022, 06:46 AM |
Q1 2022 |
6,268 |
$773B |
+$65.7B |
-$56.1B |
+$9.6B |
SPY, MSFT, AAPL, AMZN, GOOG
|
13F-HR |
5/11/2022, 08:29 AM |
Q4 2021 |
6,229 |
$806B |
+$58.7B |
-$54.9B |
+$3.79B |
SPY, MSFT, AAPL, AMZN, GOOG
|
Restatement |
2/11/2022, 02:27 PM |
Q3 2021 |
5,919 |
$752B |
+$49.1B |
-$68.3B |
-$19.2B |
SPY, MSFT, AAPL, AMZN, GOOG
|
13F-HR |
11/12/2021, 08:43 AM |
Q2 2021 |
5,853 |
$778B |
+$97.4B |
-$60.3B |
+$37.1B |
SPY, MSFT, AAPL, AMZN, GOOG
|
13F-HR |
8/12/2021, 11:55 AM |
Q1 2021 |
5,497 |
$697B |
+$85B |
-$44B |
+$41B |
SPY, MSFT, AAPL, AMZN, GOOG
|
13F-HR |
5/12/2021, 08:54 AM |
Q4 2020 |
5,105 |
$621B |
+$64.2B |
-$59.4B |
+$4.8B |
SPY, AAPL, MSFT, AMZN, BNDX
|
Restatement |
2/19/2021, 12:44 PM |
Q3 2020 |
4,982 |
$540B |
+$58.1B |
-$31.2B |
+$26.9B |
SPY, MSFT, AAPL, AMZN, BNDX
|
Restatement |
11/12/2020, 04:06 PM |
Q2 2020 |
5,097 |
$490B |
+$50.8B |
-$44.5B |
+$6.25B |
SPY, MSFT, AAPL, AMZN, BNDX
|
13F-HR |
8/11/2020, 01:28 PM |
Q1 2020 |
5,073 |
$401B |
+$45.1B |
-$31.8B |
+$13.3B |
SPY, MSFT, AAPL, AMZN, BNDX
|
13F-HR |
5/12/2020, 11:33 AM |
Q4 2019 |
4,897 |
$488B |
+$34.9B |
-$48.9B |
-$14B |
SPY, MSFT, AAPL, AMZN, BNDX
|
13F-HR |
2/11/2020, 10:56 AM |
Q3 2019 |
5,011 |
$466B |
+$38.6B |
-$47.4B |
-$8.81B |
SPY, MSFT, AMZN, AAPL, BNDX
|
13F-HR |
11/12/2019, 03:13 PM |
Q2 2019 |
5,082 |
$472B |
+$49.5B |
-$41.9B |
+$7.57B |
SPY, MSFT, AMZN, AAPL, EFA
|
13F-HR |
8/7/2019, 12:50 PM |
Q1 2019 |
5,126 |
$453B |
+$37.9B |
-$38.8B |
-$866M |
SPY, MSFT, AMZN, AAPL, EFA
|
13F-HR |
5/7/2019, 12:27 PM |
Q4 2018 |
5,216 |
$400B |
+$41.5B |
-$53.2B |
-$11.7B |
SPY, MSFT, AMZN, AAPL, EFA
|
13F-HR |
2/11/2019, 11:43 AM |
Q3 2018 |
5,050 |
$483B |
+$45.3B |
-$38.2B |
+$7.03B |
SPY, MSFT, AAPL, AMZN, EFA
|
Restatement |
11/13/2018, 03:56 PM |
Q2 2018 |
4,994 |
$450B |
+$43.5B |
-$42.5B |
+$957M |
SPY, MSFT, EFA, AAPL, AMZN
|
13F-HR |
8/14/2018, 01:04 PM |
Q1 2018 |
4,918 |
$439B |
+$41.3B |
-$42.8B |
-$1.52B |
SPY, EFA, MSFT, AAPL, AMZN
|
13F-HR |
5/10/2018, 01:44 PM |
Q4 2017 |
4,775 |
$445B |
+$36.8B |
-$40.7B |
-$3.87B |
SPY, EFA, AAPL, MSFT, BAC
|
13F-HR |
2/13/2018, 01:25 PM |
Q3 2017 |
4,429 |
$424B |
+$33B |
-$34.8B |
-$1.84B |
SPY, EFA, AAPL, MSFT, BAC
|
13F-HR |
11/9/2017, 12:42 PM |
Q2 2017 |
4,502 |
$411B |
+$37.7B |
-$35.6B |
+$2.07B |
SPY, EFA, AAPL, MSFT, UNH
|
13F-HR |
8/9/2017, 10:08 AM |
Q1 2017 |
4,585 |
$400B |
+$32.5B |
-$37.9B |
-$5.35B |
SPY, EFA, AAPL, MSFT, GOOG
|
13F-HR |
5/10/2017, 10:03 AM |
Q4 2016 |
4,546 |
$385B |
+$34.4B |
-$38.1B |
-$3.63B |
SPY, EFA, MSFT, AAPL, WFC
|
13F-HR |
2/6/2017, 04:07 PM |
Q3 2016 |
4,137 |
$377B |
+$30.8B |
-$41.1B |
-$10.3B |
SPY, EFA, MSFT, AAPL, GOOG
|
13F-HR |
11/4/2016, 04:01 PM |
Q2 2016 |
4,471 |
$372B |
+$30.6B |
-$30.5B |
+$58.2M |
SPY, EFA, MSFT, WFC, AAPL
|
13F-HR |
8/8/2016, 05:23 PM |
Q1 2016 |
4,358 |
$366B |
+$34.8B |
-$44B |
-$9.16B |
SPY, EFA, MSFT, AAPL, WFC
|
13F-HR |
5/10/2016, 02:46 PM |
Q4 2015 |
4,349 |
$378B |
+$40.3B |
-$34.1B |
+$6.14B |
SPY, AAPL, EFA, MSFT, WFC
|
13F-HR |
2/12/2016, 03:00 PM |
Q3 2015 |
3,530 |
$355B |
+$31.7B |
-$44.3B |
-$12.7B |
SPY, AAPL, EFA, WFC, MSFT
|
13F-HR |
11/13/2015, 11:55 AM |
Q2 2015 |
3,632 |
$403B |
+$37.9B |
-$34.2B |
+$3.79B |
SPY, AAPL, EFA, WFC, MSFT
|
13F-HR |
8/14/2015, 04:57 PM |
Q1 2015 |
3,635 |
$404B |
+$39.5B |
-$40.2B |
-$692M |
SPY, AAPL, WFC, EFA, JNJ
|
13F-HR |
5/15/2015, 05:04 PM |
Q4 2014 |
3,593 |
$400B |
+$37.2B |
-$35.1B |
+$2.16B |
SPY, EFA, AAPL, JNJ, WFC
|
13F-HR |
2/13/2015, 03:52 PM |
Q3 2014 |
3,631 |
$383B |
+$36.4B |
-$24.4B |
+$12B |
SPY, EFA, JNJ, AAPL, WFC
|
Restatement |
12/8/2014, 03:49 PM |
Q2 2014 |
3,630 |
$374B |
+$43.2B |
-$30.3B |
+$12.9B |
SPY, EFA, JNJ, WFC, AAPL
|
Restatement |
9/3/2014, 04:57 PM |
Q1 2014 |
3,691 |
$356B |
+$40.8B |
-$28.1B |
+$12.7B |
SPY, GOOGL, EFA, JNJ, XOM
|
13F-HR |
5/15/2014, 04:21 PM |
Q4 2013 |
3,810 |
$340B |
$0 |
$0 |
|
SPY, GOOGL, XOM, JNJ, EFA
|
Restatement |
2/26/2014, 04:33 PM |