Q3 2024 |
6,335 |
$413B |
+$16.8B |
-$12.8B |
+$4.01B |
MSFT, AAPL, IVV, ITOT, NVDA
|
13F-HR |
11/13/2024, 03:06 PM |
Q2 2024 |
6,329 |
$388B |
+$18.6B |
-$7.16B |
+$11.5B |
MSFT, AAPL, IVV, SPY, NVDA
|
13F-HR |
8/13/2024, 02:17 PM |
Q1 2024 |
6,985 |
$379B |
+$16.6B |
-$12.1B |
+$4.51B |
MSFT, AAPL, IVV, VO, AGG
|
13F-HR |
5/10/2024, 10:11 AM |
Q4 2023 |
7,045 |
$353B |
+$10.9B |
-$9.88B |
+$987M |
MSFT, AAPL, IVV, SPY, VO
|
13F-HR |
2/9/2024, 10:52 AM |
Q3 2023 |
7,098 |
$320B |
+$8.67B |
-$18.9B |
-$10.2B |
MSFT, AAPL, IVV, AGG, VO
|
13F-HR |
11/13/2023, 10:59 AM |
Q2 2023 |
7,215 |
$344B |
+$13.7B |
-$10.4B |
+$3.27B |
MSFT, AAPL, SPY, IVV, AGG
|
13F-HR |
8/15/2023, 02:49 PM |
Q1 2023 |
7,028 |
$325B |
+$12.1B |
-$16.1B |
-$4.03B |
MSFT, AAPL, IVV, VO, AGG
|
13F-HR |
5/12/2023, 12:52 PM |
Q4 2022 |
7,105 |
$316B |
+$11.4B |
-$9.7B |
+$1.68B |
SPY, MSFT, AAPL, IVV, VO
|
13F-HR |
2/13/2023, 01:01 PM |
Q3 2022 |
6,680 |
$291B |
+$12.4B |
-$11B |
+$1.47B |
MSFT, AAPL, SPY, IVV, VO
|
13F-HR |
11/14/2022, 10:17 AM |
Q2 2022 |
6,774 |
$311B |
+$14.2B |
-$24.3B |
-$10.1B |
MSFT, AAPL, SPY, IVV, VO
|
13F-HR |
8/12/2022, 05:03 PM |
Q1 2022 |
6,895 |
$379B |
+$25.2B |
-$9.95B |
+$15.3B |
MSFT, AAPL, IVV, VO, AGG
|
13F-HR |
5/16/2022, 12:03 PM |
Q4 2021 |
6,969 |
$385B |
+$8.55B |
-$95.3B |
-$86.8B |
MSFT, AAPL, IVV, VO, IWM
|
13F-HR |
2/14/2022, 04:33 PM |
Q3 2021 |
6,961 |
$442B |
+$20.8B |
-$17.8B |
+$2.96B |
MSFT, AAPL, IVV, AMZN, IWM
|
13F-HR |
11/15/2021, 09:51 AM |
Q2 2021 |
6,856 |
$446B |
+$17B |
-$29.8B |
-$12.8B |
MSFT, AAPL, IWM, IVV, AMZN
|
13F-HR |
8/16/2021, 04:28 PM |
Q1 2021 |
6,767 |
$433B |
+$23.2B |
-$26.7B |
-$3.42B |
MSFT, AAPL, IVV, IWM, AMZN
|
13F-HR |
5/13/2021, 11:29 AM |
Q4 2020 |
6,312 |
$415B |
+$27.3B |
-$16.4B |
+$10.9B |
MSFT, AAPL, IVV, AMZN, AGG
|
13F-HR |
2/9/2021, 04:08 PM |
Q3 2020 |
6,143 |
$361B |
+$22.3B |
-$20.7B |
+$1.52B |
MSFT, AAPL, IVV, AMZN, AGG
|
13F-HR |
11/5/2020, 01:44 PM |
Q2 2020 |
6,144 |
$343B |
+$21.4B |
-$20.9B |
+$556M |
MSFT, AAPL, IVV, AGG, AMZN
|
13F-HR |
8/13/2020, 03:14 PM |
Q1 2020 |
6,096 |
$288B |
+$15.3B |
-$20.7B |
-$5.32B |
MSFT, AGG, AAPL, IVV, SPY
|
13F-HR |
5/14/2020, 04:42 PM |
Q4 2019 |
6,095 |
$371B |
+$14.3B |
-$20.1B |
-$5.84B |
MSFT, IVV, AAPL, AGG, SPY
|
13F-HR |
2/14/2020, 03:08 PM |
Q3 2019 |
6,099 |
$352B |
+$19.5B |
-$18.7B |
+$842M |
MSFT, IVV, AGG, AAPL, SPY
|
13F-HR |
11/12/2019, 04:45 PM |
Q2 2019 |
6,052 |
$349B |
+$18.1B |
-$16.3B |
+$1.88B |
MSFT, IVV, AGG, AAPL, SPY
|
13F-HR |
8/6/2019, 01:09 PM |
Q1 2019 |
5,949 |
$336B |
+$16B |
-$18.9B |
-$2.89B |
IVV, MSFT, SPY, AAPL, VEA
|
13F-HR |
5/10/2019, 11:41 AM |
Q4 2018 |
6,029 |
$300B |
+$17.3B |
-$22.1B |
-$4.8B |
IVV, MSFT, VEA, AAPL, VWO
|
13F-HR |
2/11/2019, 10:35 AM |
Q3 2018 |
6,054 |
$353B |
+$16.8B |
-$17.4B |
-$598M |
IVV, MSFT, SPY, AAPL, VEA
|
13F-HR |
11/2/2018, 12:51 PM |
Q2 2018 |
6,041 |
$337B |
+$21.1B |
-$27.6B |
-$6.54B |
IVV, MSFT, VEA, IWM, AAPL
|
13F-HR |
8/1/2018, 03:17 PM |
Q1 2018 |
6,063 |
$337B |
+$16.4B |
-$20.2B |
-$3.8B |
IVV, MSFT, VEA, VWO, AAPL
|
13F-HR |
5/2/2018, 11:42 AM |
Q4 2017 |
6,037 |
$346B |
+$20.9B |
-$13.6B |
+$7.28B |
IVV, MSFT, SPY, VEA, VWO
|
13F-HR |
2/8/2018, 02:30 PM |
Q3 2017 |
6,050 |
$322B |
+$17.9B |
-$18.6B |
-$668M |
IVV, SPY, MSFT, VEA, VWO
|
13F-HR |
11/9/2017, 03:30 PM |
Q2 2017 |
6,060 |
$311B |
+$17.5B |
-$21B |
-$3.48B |
SPY, IVV, AAPL, MSFT, VEA
|
13F-HR |
8/10/2017, 11:59 AM |
Q1 2017 |
6,019 |
$307B |
+$28.7B |
-$16.5B |
+$12.2B |
SPY, AAPL, MSFT, VEA, VNQ
|
13F-HR |
4/28/2017, 11:56 AM |
Q4 2016 |
5,958 |
$283B |
+$27.9B |
-$19.3B |
+$8.64B |
SPY, MSFT, AAPL, VEA, VNQ
|
13F-HR |
2/1/2017, 04:30 PM |
Q3 2016 |
5,903 |
$271B |
+$22.1B |
-$17.7B |
+$4.46B |
SPY, AAPL, VNQ, MSFT, VEA
|
13F-HR |
10/31/2016, 01:29 PM |
Q2 2016 |
5,915 |
$258B |
+$18B |
-$16.3B |
+$1.69B |
VNQ, SPY, VEA, AAPL, MSFT
|
13F-HR |
8/11/2016, 02:34 PM |
Q1 2016 |
6,059 |
$250B |
+$18.2B |
-$21.4B |
-$3.24B |
SPY, VNQ, AAPL, VEA, MSFT
|
13F-HR |
5/16/2016, 12:24 PM |
Q4 2015 |
6,001 |
$253B |
+$22.9B |
-$16.9B |
+$5.99B |
SPY, AAPL, VNQ, MSFT, VEA
|
13F-HR |
2/9/2016, 02:19 PM |
Q3 2015 |
6,040 |
$238B |
+$17.2B |
-$15.9B |
+$1.28B |
AAPL, SPY, VNQ, VEA, VWO
|
13F-HR |
11/13/2015, 12:05 PM |
Q2 2015 |
6,181 |
$259B |
+$20.3B |
-$15.2B |
+$5.12B |
SPY, AAPL, VWO, VEA, VNQ
|
13F-HR |
8/14/2015, 10:06 AM |
Q1 2015 |
6,074 |
$257B |
+$21B |
-$22.4B |
-$1.43B |
AAPL, SPY, VWO, VEA, VNQ
|
Restatement |
5/12/2015, 05:07 PM |
Q4 2014 |
6,071 |
$255B |
+$22.4B |
-$13.3B |
+$9.05B |
AAPL, SPY, VWO, VEA, VNQ
|
13F-HR |
2/11/2015, 09:46 AM |
Q3 2014 |
6,065 |
$238B |
+$15.6B |
-$14.9B |
+$717M |
AAPL, SPY, VEA, VWO, VNQ
|
13F-HR |
11/6/2014, 02:43 PM |
Q2 2014 |
6,072 |
$242B |
+$21.1B |
-$16.1B |
+$5B |
AAPL, SPY, VWO, VEA, VNQ
|
Restatement |
8/29/2014, 03:45 PM |
Q1 2014 |
5,773 |
$235B |
+$17.5B |
-$13.9B |
+$3.63B |
AAPL, GOOGL, VWO, VNQ, VEA
|
Restatement |
8/12/2014, 09:40 AM |
Q4 2013 |
5,619 |
$230B |
+$18B |
-$13.6B |
+$4.45B |
AAPL, VWO, GOOGL, VEA, XOM
|
13F-HR |
2/6/2014, 01:22 PM |
Q3 2013 |
5,445 |
$210B |
+$16.3B |
-$11.3B |
+$5.01B |
AAPL, VWO, VEA, VNQ, GOOGL
|
13F-HR |
11/13/2013, 10:05 AM |
Q2 2013 |
5,370 |
$193B |
$0 |
$0 |
|
VWO, AAPL, VNQ, GOOGL, XOM
|
13F-HR |
8/13/2013, 12:18 PM |