| Q2 2024 |
4,276 |
$12.9B |
+$1.18B |
-$376M |
+$809M |
NVDA, MSFT, AAPL, JPM, GOOGL
|
13F-HR |
8/8/2024, 08:23 AM |
| Q1 2024 |
4,131 |
$12.4B |
+$1.08B |
-$456M |
+$619M |
MSFT, NVDA, AAPL, JPM, VEA
|
13F-HR |
5/3/2024, 11:22 AM |
| Q4 2023 |
4,026 |
$11B |
+$425M |
-$416M |
+$9.16M |
AAPL, MSFT, JPM, NVDA, VEA
|
13F-HR |
2/7/2024, 08:30 AM |
| Q3 2023 |
3,997 |
$9.98B |
+$190M |
-$624M |
-$434M |
AAPL, MSFT, JPM, NVDA, GOOGL
|
13F-HR |
11/8/2023, 03:16 PM |
| Q2 2023 |
3,943 |
$10.8B |
+$631M |
-$496M |
+$134M |
AAPL, MSFT, JPM, IJR, NVDA
|
13F-HR |
8/11/2023, 11:19 AM |
| Q1 2023 |
3,804 |
$10.1B |
+$472M |
-$381M |
+$90.7M |
AAPL, MSFT, IJR, JPM, VOO
|
13F-HR |
5/10/2023, 10:18 AM |
| Q4 2022 |
3,663 |
$9.6B |
+$398M |
-$346M |
+$51.5M |
AAPL, MSFT, JPM, IJR, VOO
|
13F-HR |
2/9/2023, 11:44 AM |
| Q3 2022 |
1,970 |
$8.77B |
+$508M |
-$328M |
+$180M |
AAPL, MSFT, IJR, JPM, AMZN
|
13F-HR |
11/7/2022, 03:44 PM |
| Q2 2022 |
1,987 |
$9.27B |
+$583M |
-$322M |
+$260M |
AAPL, MSFT, IJR, JPM, GOOGL
|
13F-HR |
8/9/2022, 10:24 AM |
| Q1 2022 |
1,998 |
$10.8B |
+$614M |
-$215M |
+$399M |
AAPL, MSFT, IJR, JPM, AMZN
|
13F-HR |
5/10/2022, 03:54 PM |
| Q4 2021 |
1,979 |
$11B |
+$776M |
-$676M |
+$99.5M |
AAPL, MSFT, JPM, IJR, AMZN
|
13F-HR |
1/21/2022, 09:04 AM |
| Q3 2021 |
1,857 |
$10B |
+$432M |
-$246M |
+$186M |
AAPL, MSFT, JPM, IJR, AMZN
|
13F-HR |
10/28/2021, 08:20 AM |
| Q2 2021 |
1,789 |
$9.99B |
+$1.33B |
-$198M |
+$1.13B |
AAPL, MSFT, JPM, IJR, AMZN
|
13F-HR |
7/30/2021, 01:09 PM |
| Q1 2021 |
1,588 |
$8.31B |
+$593M |
-$291M |
+$302M |
AAPL, MSFT, JPM, AMZN, IJR
|
13F-HR |
4/12/2021, 09:02 AM |
| Q4 2020 |
1,538 |
$7.64B |
+$369M |
-$160M |
+$209M |
AAPL, MSFT, JPM, AMZN, IVW
|
13F-HR |
1/11/2021, 11:47 AM |
| Q3 2020 |
1,494 |
$6.84B |
+$552M |
-$295M |
+$258M |
AAPL, MSFT, AMZN, JPM, IVW
|
13F-HR |
10/30/2020, 12:31 PM |
| Q2 2020 |
1,467 |
$6.33B |
+$372M |
-$321M |
+$51.1M |
MSFT, AAPL, AMZN, JPM, VEA
|
13F-HR |
7/30/2020, 07:38 AM |
| Q1 2020 |
1,497 |
$5.34B |
+$285M |
-$258M |
+$27.2M |
MSFT, AAPL, JPM, VEA, AMZN
|
13F-HR |
4/27/2020, 12:49 PM |
| Q4 2019 |
1,627 |
$6.64B |
+$206M |
-$166M |
+$39.7M |
JPM, IJH, MSFT, IJR, AAPL
|
13F-HR |
1/17/2020, 11:22 AM |
| Q3 2019 |
1,481 |
$6.17B |
+$117M |
-$224M |
-$107M |
IJH, JPM, MSFT, IJR, AAPL
|
13F-HR |
11/1/2019, 11:30 AM |
| Q2 2019 |
1,541 |
$6.21B |
+$210M |
-$285M |
-$75M |
IJH, JPM, MSFT, IJR, VEA
|
13F-HR |
7/23/2019, 11:10 AM |
| Q1 2019 |
1,517 |
$6.05B |
+$126M |
-$361M |
-$234M |
IJH, JPM, IJR, MSFT, XOM
|
13F-HR |
4/9/2019, 10:47 AM |
| Q4 2018 |
1,615 |
$5.6B |
+$352M |
-$278M |
+$74.2M |
JPM, IJH, IJR, MSFT, XOM
|
13F-HR |
1/28/2019, 01:45 PM |
| Q3 2018 |
1,641 |
$6.39B |
+$303M |
-$266M |
+$37.6M |
JPM, IJR, IJH, AAPL, MSFT
|
13F-HR |
10/18/2018, 10:04 AM |
| Q2 2018 |
1,561 |
$6.02B |
+$245M |
-$351M |
-$105M |
JPM, IJR, XOM, IJH, AAPL
|
13F-HR |
7/19/2018, 02:23 PM |
| Q1 2018 |
1,543 |
$6.01B |
+$213M |
-$351M |
-$138M |
JPM, XOM, IJR, IJH, AAPL
|
13F-HR |
4/30/2018, 10:49 AM |
| Q4 2017 |
1,622 |
$6.26B |
+$286M |
-$276M |
+$9.44M |
JPM, XOM, IJH, IJR, AAPL
|
13F-HR |
2/2/2018, 12:56 PM |
| Q3 2017 |
1,597 |
$5.93B |
+$286M |
-$262M |
+$23.8M |
JPM, XOM, IJR, IJH, AAPL
|
13F-HR |
10/24/2017, 02:08 PM |
| Q2 2017 |
1,496 |
$5.7B |
+$566M |
-$593M |
-$26.8M |
JPM, XOM, IJR, SPY, AAPL
|
13F-HR |
7/21/2017, 01:05 PM |
| Q1 2017 |
1,441 |
$5.62B |
+$337M |
-$285M |
+$52.3M |
XOM, JPM, AAPL, SPY, IJH
|
13F-HR |
4/20/2017, 11:44 AM |
| Q4 2016 |
1,460 |
$5.39B |
+$186M |
-$217M |
-$30.8M |
XOM, JPM, AAPL, SPY, JNJ
|
13F-HR |
2/1/2017, 03:19 PM |
| Q3 2016 |
1,548 |
$5.29B |
+$1.31B |
-$76.1M |
+$1.24B |
XOM, JPM, AAPL, SPY, JNJ
|
13F-HR |
10/31/2016, 03:21 PM |
| Q2 2016 |
1,470 |
$4B |
+$642M |
-$641M |
+$189K |
XOM, JPM, SPY, AAPL, JNJ
|
Restatement |
7/27/2016, 02:50 PM |
| Q1 2016 |
1,335 |
$3.69B |
$0 |
$0 |
|
XOM, AAPL, JPM, SPY, PG
|
13F-HR |
4/26/2016, 01:43 PM |
| Q4 2015 |
1,621 |
$3.95B |
+$199M |
-$238M |
-$39.1M |
XOM, JPM, SPY, AAPL, IJR
|
13F-HR |
2/2/2016, 10:23 AM |
| Q3 2015 |
1,704 |
$3.81B |
+$187M |
-$153M |
+$33.6M |
XOM, AAPL, JPM, SPY, EFA
|
13F-HR |
10/27/2015, 10:39 AM |
| Q2 2015 |
1,751 |
$4.14B |
+$933M |
-$856M |
+$77M |
XOM, AAPL, JPM, SPY, PG
|
13F-HR |
7/21/2015, 08:37 AM |
| Q1 2015 |
1,719 |
$4.09B |
+$832M |
-$920M |
-$88.7M |
XOM, AAPL, JPM, SPY, PG
|
13F-HR |
4/28/2015, 09:24 AM |
| Q4 2014 |
1,714 |
$4.19B |
+$184M |
-$1.01B |
-$830M |
XOM, AAPL, PG, JPM, SPY
|
13F-HR |
2/12/2015, 03:24 PM |
| Q3 2014 |
1,013 |
$4.88B |
+$269M |
-$372M |
-$103M |
XOM, JPM, AAPL, PG, SPY
|
13F-HR |
10/31/2014, 04:36 PM |
| Q2 2014 |
1,051 |
$5.07B |
+$271M |
-$486M |
-$215M |
XOM, JPM, AAPL, PG, GEXXXX
|
13F-HR |
7/25/2014, 01:22 PM |
| Q1 2014 |
1,137 |
$5.2B |
+$1.5B |
-$132M |
+$1.37B |
XOM, JPM, PG, IBM, GEXXXX
|
13F-HR |
5/27/2014, 02:39 PM |
| Q4 2013 |
1,697 |
$3.78B |
+$273M |
-$103M |
+$170M |
XOM, PG, JPM, AAPL, IBM
|
Restatement |
3/3/2015, 03:03 PM |
| Q3 2013 |
1,723 |
$3.35B |
+$128M |
-$86.7M |
+$41.1M |
XOM, PG, JPM, HBAN, IBM
|
Restatement |
3/3/2015, 02:49 PM |
| Q2 2013 |
1,715 |
$3.21B |
+$149M |
-$90M |
+$59.2M |
XOM, PG, HBAN, JPM, IBM
|
Restatement |
3/3/2015, 02:33 PM |
| Q1 2013 |
1,836 |
$3.14B |
+$153M |
-$77.9M |
+$75M |
XOM, PG, HBAN, IBM, JPM
|
Restatement |
3/3/2015, 02:18 PM |
| Q4 2012 |
1,853 |
$2.84B |
+$109M |
-$86.6M |
+$22.7M |
XOM, PG, HBAN, IBM, JPM
|
Restatement |
3/3/2015, 09:57 AM |
| Q3 2012 |
1,848 |
$2.87B |
+$92.4M |
-$92M |
+$444K |
XOM, PG, HBAN, IBM, AAPL
|
Restatement |
3/3/2015, 09:50 AM |
| Q2 2012 |
1,884 |
$2.73B |
+$133M |
-$115M |
+$17.3M |
XOM, HBAN, PG, IBM, AAPL
|
Restatement |
3/3/2015, 09:37 AM |
| Q1 2012 |
1,951 |
$2.81B |
+$134M |
-$70.2M |
+$63.6M |
XOM, HBAN, PG, IBM, JPM
|
Restatement |
3/3/2015, 09:28 AM |
| Q4 2011 |
1,961 |
$2.5B |
+$69.6M |
-$63.5M |
+$6.14M |
XOM, PG, HBAN, IBM, JPM
|
Restatement |
2/27/2015, 04:35 PM |
| Q3 2011 |
1,871 |
$2.26B |
+$94.1M |
-$102M |
-$7.56M |
XOM, PG, HBAN, IBM, JPM
|
Restatement |
2/27/2015, 04:28 PM |
| Q2 2011 |
1,870 |
$2.63B |
+$74.1M |
-$88.5M |
-$14.4M |
XOM, PG, HBAN, IBM, JPM
|
Restatement |
2/27/2015, 04:21 PM |
| Q1 2011 |
1,875 |
$2.66B |
+$104M |
-$119M |
-$15.1M |
XOM, PG, HBAN, JPM, IBM
|
Restatement |
2/27/2015, 04:14 PM |
| Q4 2010 |
1,827 |
$2.56B |
+$88.7M |
-$110M |
-$21.4M |
XOM, PG, HBAN, JPM, IBM
|
Restatement |
2/27/2015, 10:42 AM |
| Q3 2010 |
1,860 |
$2.36B |
+$101M |
-$88.9M |
+$12.6M |
XOM, PG, HBAN, JPM, IBM
|
Restatement |
2/27/2015, 10:32 AM |
| Q2 2010 |
1,884 |
$2.13B |
+$109M |
-$127M |
-$17.8M |
XOM, PG, HBAN, JPM, IBM
|
Restatement |
2/27/2015, 09:55 AM |
| Q1 2010 |
1,897 |
$2.44B |
+$104M |
-$126M |
-$21.8M |
XOM, PG, JPM, HBAN, IBM
|
13F-HR |
2/27/2015, 09:46 AM |
| Q4 2009 |
1,860 |
$2.34B |
+$177M |
-$147M |
+$30.5M |
XOM, PG, JPM, IBM, MSFT
|
13F-HR |
2/25/2015, 04:44 PM |
| Q3 2009 |
1,813 |
$2.22B |
+$81.4M |
-$101M |
-$20M |
XOM, PG, JPM, HBAN, IBM
|
13F-HR |
2/25/2015, 04:19 PM |
| Q2 2009 |
1,840 |
$1.97B |
+$92.8M |
-$90.6M |
+$2.15M |
XOM, PG, JPM, HBAN, IBM
|
Restatement |
2/25/2015, 02:21 PM |
| Q1 2009 |
1,771 |
$1.71B |
$0 |
$0 |
|
XOM, PG, ABT, JPM, IBM
|
Restatement |
2/25/2015, 01:54 PM |