Q3 2024 |
7,215 |
$1.1T |
+$76.6B |
-$67.2B |
+$9.36B |
MSFT, NVDA, VTV, AAPL, SPY
|
13F-HR |
11/14/2024, 01:53 PM |
Q2 2024 |
7,294 |
$1.04T |
+$102B |
-$31.2B |
+$71.1B |
MSFT, AAPL, NVDA, VTV, AMZN
|
13F-HR |
8/14/2024, 03:31 PM |
Q1 2024 |
6,777 |
$982B |
+$90.9B |
-$51.6B |
+$39.4B |
MSFT, VTV, NVDA, VUG, AAPL
|
13F-HR |
5/15/2024, 04:05 PM |
Q4 2023 |
7,011 |
$880B |
+$39.5B |
-$54B |
-$14.5B |
MSFT, AAPL, VTV, VUG, AMZN
|
13F-HR |
2/14/2024, 11:37 AM |
Q3 2023 |
6,835 |
$813B |
+$44B |
-$40.7B |
+$3.34B |
MSFT, AAPL, VTV, VUG, AMZN
|
13F-HR |
11/14/2023, 03:19 PM |
Q2 2023 |
6,796 |
$842B |
+$21B |
-$95.2B |
-$74.2B |
MSFT, AAPL, SPY, VTV, AMZN
|
13F-HR |
8/14/2023, 12:14 PM |
Q1 2023 |
6,912 |
$871B |
+$81.5B |
-$42.3B |
+$39.2B |
AAPL, MSFT, VTV, SPY, VUG
|
13F-HR |
5/12/2023, 02:56 PM |
Q4 2022 |
7,372 |
$795B |
+$43.4B |
-$68.5B |
-$25.1B |
MSFT, AAPL, SPY, IEFA, VTV
|
13F-HR |
2/10/2023, 05:28 PM |
Q3 2022 |
7,358 |
$761B |
+$51.4B |
-$45.8B |
+$5.58B |
AAPL, MSFT, SPY, IVV, VTV
|
13F-HR |
11/14/2022, 11:30 AM |
Q2 2022 |
7,531 |
$815B |
+$61.8B |
-$43.3B |
+$18.5B |
MSFT, AAPL, IVV, VTV, SPY
|
13F-HR |
8/12/2022, 03:11 PM |
Q1 2022 |
1 |
$5.05M |
$0 |
$0 |
|
PDLB
|
New Holdings |
6/7/2022, 08:07 AM |
Q1 2022 |
7,833 |
$946B |
+$105B |
-$37.1B |
+$67.7B |
AAPL, MSFT, VOO, IVV, VTV
|
13F-HR |
5/16/2022, 02:13 PM |
Q4 2021 |
7,713 |
$928B |
+$40.2B |
-$65.5B |
-$25.3B |
MSFT, AAPL, IEFA, SPY, AMZN
|
13F-HR |
2/8/2022, 02:06 PM |
Q3 2021 |
7,617 |
$890B |
+$48.8B |
-$38.2B |
+$10.5B |
MSFT, AAPL, VOO, IEFA, SPY
|
13F-HR |
11/15/2021, 02:18 PM |
Q2 2021 |
7,246 |
$893B |
+$45.6B |
-$40.5B |
+$5.06B |
IVV, MSFT, VOO, AAPL, IEFA
|
Restatement |
9/13/2021, 04:48 PM |
Q1 2021 |
6,974 |
$835B |
+$110B |
-$24.5B |
+$85B |
MSFT, AAPL, IVV, VOO, IEFA
|
13F-HR |
5/14/2021, 02:48 PM |
Q4 2020 |
6,580 |
$715B |
+$26.8B |
-$76.5B |
-$49.7B |
AAPL, MSFT, IEFA, AMZN, VUG
|
13F-HR |
2/10/2021, 10:36 AM |
Q3 2020 |
6,523 |
$689B |
+$53.8B |
-$20.7B |
+$33.2B |
AAPL, MSFT, IVV, IEFA, VOO
|
13F-HR |
11/13/2020, 10:23 AM |
Q2 2020 |
6,494 |
$624B |
+$46.8B |
-$46.6B |
+$197M |
MSFT, AAPL, SPY, VOO, AMZN
|
13F-HR |
8/14/2020, 03:19 PM |
Q1 2020 |
6,482 |
$528B |
+$47.1B |
-$37.1B |
+$10B |
SPY, MSFT, AAPL, IEFA, AMZN
|
13F-HR |
5/15/2020, 12:50 PM |
Q4 2019 |
6,440 |
$644B |
+$28.8B |
-$46.3B |
-$17.4B |
MSFT, AAPL, IEFA, SPY, VTV
|
13F-HR |
2/14/2020, 02:17 PM |
Q3 2019 |
6,646 |
$619B |
+$33.4B |
-$29B |
+$4.39B |
SPY, MSFT, IVV, VOO, AAPL
|
13F-HR |
11/14/2019, 12:11 PM |
Q2 2019 |
6,765 |
$612B |
+$34.5B |
-$39.1B |
-$4.52B |
SPY, MSFT, VOO, IEFA, AAPL
|
13F-HR |
8/14/2019, 03:19 PM |
Q1 2019 |
6,637 |
$597B |
+$59.7B |
-$48.5B |
+$11.2B |
SPY, IVV, IEFA, MSFT, VOO
|
13F-HR |
5/15/2019, 10:31 AM |
Q4 2018 |
6,987 |
$524B |
+$45.8B |
-$38.4B |
+$7.41B |
SPY, IEFA, IVV, MSFT, AAPL
|
13F-HR |
2/14/2019, 02:10 PM |
Q3 2018 |
6,808 |
$594B |
+$33.3B |
-$25B |
+$8.22B |
SPY, IEFA, IVV, AAPL, VOO
|
13F-HR |
11/14/2018, 01:02 PM |
Q2 2018 |
6,883 |
$557B |
+$51.4B |
-$32.9B |
+$18.5B |
SPY, IEFA, AAPL, IVV, MSFT
|
13F-HR |
8/14/2018, 05:03 PM |
Q1 2018 |
6,473 |
$532B |
+$42.6B |
-$46.9B |
-$4.23B |
IEFA, IEMG, SPY, MSFT, AAPL
|
13F-HR |
5/15/2018, 10:35 AM |
Q4 2017 |
6,809 |
$545B |
+$24.7B |
-$79.8B |
-$55.1B |
SPY, IVV, EFA, IEMG, MSFT
|
13F-HR |
2/14/2018, 04:58 PM |
Q3 2017 |
6,438 |
$574B |
+$124B |
-$13.3B |
+$110B |
SPY, EFA, IVV, MSFT, AAPL
|
13F-HR |
11/14/2017, 12:48 PM |
Q2 2017 |
6,576 |
$448B |
+$25B |
-$35.9B |
-$10.9B |
SPY, AAPL, IVV, MSFT, JPM
|
13F-HR |
8/14/2017, 01:30 PM |
Q1 2017 |
6,267 |
$449B |
+$41.7B |
-$23.1B |
+$18.6B |
SPY, AAPL, MSFT, EFA, JPM
|
13F-HR |
5/15/2017, 02:34 PM |
Q4 2016 |
6,273 |
$412B |
+$32.1B |
-$28.1B |
+$3.96B |
SPY, MSFT, AAPL, JPM, GE
|
13F-HR |
2/14/2017, 02:19 PM |
Q3 2016 |
6,462 |
$403B |
+$27.1B |
-$19.1B |
+$7.97B |
SPY, AAPL, MSFT, EFA, GE
|
13F-HR |
11/14/2016, 12:49 PM |
Q2 2016 |
6,429 |
$386B |
+$25.6B |
-$24.3B |
+$1.31B |
SPY, XOM, AAPL, GE, JNJ
|
13F-HR |
8/15/2016, 11:37 AM |
Q1 2016 |
6,289 |
$376B |
+$29.5B |
-$31.2B |
-$1.7B |
SPY, AAPL, XOM, GE, EFA
|
13F-HR |
5/13/2016, 03:09 PM |
Q4 2015 |
6,437 |
$375B |
+$33.3B |
-$22.1B |
+$11.2B |
SPY, AAPL, EFA, JPM, GE
|
13F-HR |
2/16/2016, 12:59 PM |
Q3 2015 |
6,304 |
$350B |
+$126B |
-$10.1B |
+$116B |
SPY, AAPL, XOM, JPM, EFA
|
13F-HR |
11/16/2015, 03:34 PM |
Q2 2015 |
0 |
$0 |
$0 |
$0 |
|
|
New Holdings |
11/20/2015, 03:45 PM |
Q2 2015 |
6,333 |
$257B |
+$19B |
-$11.9B |
+$7.02B |
SPY, AAPL, XOM, EFA, JPM
|
Restatement |
11/20/2015, 03:42 PM |
Q1 2015 |
6,106 |
$253B |
+$41.1B |
-$17.2B |
+$23.9B |
SPY, AAPL, XOM, VNQ, IVV
|
13F-HR |
5/15/2015, 09:53 AM |
Q4 2014 |
6,035 |
$227B |
+$14.6B |
-$44.6B |
-$30B |
SPY, XOM, AAPL, VNQ, PEP
|
13F-HR |
2/13/2015, 10:05 AM |
Q3 2014 |
6,123 |
$252B |
+$14.4B |
-$17.7B |
-$3.27B |
SPY, XOM, AAPL, EFA, JNJ
|
13F-HR |
11/14/2014, 11:41 AM |
Q2 2014 |
6,135 |
$259B |
+$35.1B |
-$9.4B |
+$25.7B |
SPY, XOM, EFA, AAPL, JNJ
|
13F-HR |
8/14/2014, 03:08 PM |
Q1 2014 |
5,877 |
$228B |
+$17.3B |
-$16.7B |
+$625M |
SPY, XOM, EFA, AAPL, JNJ
|
13F-HR |
5/15/2014, 04:22 PM |
Q4 2013 |
1 |
$6.63M |
$0 |
$0 |
|
TIPT
|
New Holdings |
2/27/2014, 05:18 PM |
Q4 2013 |
1 |
$6.63M |
$0 |
$0 |
|
TIPT
|
New Holdings |
2/27/2014, 05:08 PM |
Q4 2013 |
6,033 |
$225B |
$0 |
$0 |
|
SPY, XOM, AAPL, EFA, VWO
|
13F-HR |
2/14/2014, 06:48 PM |
Q3 2013 |
1 |
$6.73M |
$0 |
$0 |
|
TIPT
|
New Holdings |
2/27/2014, 05:06 PM |