Q3 2024 |
4,053 |
$66B |
+$2.48B |
-$3.06B |
-$582M |
AAPL, IVV, MSFT, NVDA, QQQ
|
13F-HR |
10/18/2024, 10:23 AM |
Q2 2024 |
4,030 |
$63.2B |
+$4.39B |
-$1.27B |
+$3.12B |
AAPL, MSFT, NVDA, IVV, QQQ
|
13F-HR |
7/31/2024, 08:47 AM |
Q1 2024 |
4,017 |
$60.2B |
+$3.61B |
-$1.52B |
+$2.09B |
AAPL, MSFT, IVV, NVDA, QQQ
|
13F-HR |
4/29/2024, 03:14 PM |
Q4 2023 |
3,899 |
$54.6B |
+$2.94B |
-$1.41B |
+$1.53B |
AAPL, IVV, MSFT, QQQ, SPY
|
13F-HR |
2/6/2024, 08:23 AM |
Q3 2023 |
3,822 |
$48.3B |
+$2.42B |
-$1.19B |
+$1.22B |
AAPL, IVV, MSFT, QQQ, SPY
|
13F-HR |
10/23/2023, 10:25 AM |
Q2 2023 |
3,831 |
$49.2B |
+$2.52B |
-$1.24B |
+$1.29B |
AAPL, IVV, MSFT, QQQ, SPY
|
13F-HR |
8/10/2023, 10:36 AM |
Q1 2023 |
3,772 |
$44.9B |
+$2.58B |
-$1.08B |
+$1.5B |
AAPL, IVV, MSFT, SPY, QQQ
|
13F-HR |
5/11/2023, 08:31 AM |
Q4 2022 |
3,700 |
$41.6B |
+$2.69B |
-$989M |
+$1.7B |
AAPL, IVV, MSFT, SPY, VEA
|
13F-HR |
2/7/2023, 02:07 PM |
Q3 2022 |
3,661 |
$37.2B |
+$2.76B |
-$1.07B |
+$1.69B |
AAPL, IVV, MSFT, SPY, AMZN
|
13F-HR |
11/14/2022, 08:47 AM |
Q2 2022 |
3,661 |
$38.4B |
+$2.77B |
-$1.05B |
+$1.72B |
AAPL, MSFT, IVV, SPY, VEA
|
13F-HR |
7/19/2022, 02:00 PM |
Q1 2022 |
3,704 |
$43.7B |
+$2.87B |
-$1.22B |
+$1.65B |
AAPL, MSFT, IVV, SPY, AMZN
|
13F-HR |
5/4/2022, 10:37 AM |
Q4 2021 |
3,643 |
$44.1B |
+$2.18B |
-$747M |
+$1.43B |
AAPL, MSFT, IVV, QQQ, SPY
|
13F-HR |
1/31/2022, 11:41 AM |
Q3 2021 |
3,572 |
$39.8B |
+$1.92B |
-$749M |
+$1.17B |
AAPL, MSFT, IVV, QQQ, AMZN
|
13F-HR |
10/29/2021, 09:05 AM |
Q2 2021 |
3,520 |
$39.3B |
+$2.87B |
-$858M |
+$2.01B |
AAPL, MSFT, IVV, AMZN, QQQ
|
13F-HR |
8/11/2021, 04:54 PM |
Q1 2021 |
3,396 |
$35.3B |
+$1.83B |
-$1.3B |
+$530M |
AAPL, MSFT, IVV, AMZN, VEA
|
13F-HR |
5/4/2021, 12:50 PM |
Q4 2020 |
3,197 |
$33.2B |
+$2.14B |
-$1.2B |
+$945M |
AAPL, AMZN, MSFT, IVV, QQQ
|
13F-HR |
2/11/2021, 08:53 AM |
Q3 2020 |
3,046 |
$29.3B |
+$2.67B |
-$763M |
+$1.91B |
AAPL, AMZN, MSFT, IVV, QQQ
|
13F-HR |
11/5/2020, 04:42 PM |
Q2 2020 |
2,948 |
$26.5B |
+$2.18B |
-$972M |
+$1.21B |
AAPL, MSFT, AMZN, IVV, VEA
|
13F-HR |
8/12/2020, 09:18 AM |
Q1 2020 |
2,814 |
$21.5B |
+$1.43B |
-$1.02B |
+$409M |
AAPL, VEA, IVV, MSFT, AMZN
|
13F-HR |
5/11/2020, 02:40 PM |
Q4 2019 |
2,882 |
$26.3B |
+$1.66B |
-$403M |
+$1.26B |
AAPL, VEA, IVV, SPY, IWF
|
13F-HR |
2/5/2020, 10:38 AM |
Q3 2019 |
2,837 |
$23.4B |
+$1.17B |
-$632M |
+$536M |
AAPL, VEA, IVV, IWF, SPY
|
13F-HR |
10/30/2019, 09:11 AM |
Q2 2019 |
2,773 |
$22.7B |
+$1.08B |
-$625M |
+$457M |
AAPL, VEA, IVV, IWF, SPY
|
13F-HR |
7/19/2019, 11:23 AM |
Q1 2019 |
2,742 |
$21.7B |
+$1.35B |
-$734M |
+$617M |
AAPL, VEA, IVV, IWF, SPY
|
13F-HR |
5/13/2019, 02:39 PM |
Q4 2018 |
2,675 |
$18.8B |
+$1.38B |
-$659M |
+$722M |
VEA, AAPL, VTI, IVV, IWF
|
13F-HR |
2/11/2019, 04:13 PM |
Q3 2018 |
2,787 |
$20.9B |
+$1.28B |
-$447M |
+$835M |
AAPL, VEA, VTI, IWF, IVV
|
13F-HR |
11/6/2018, 10:02 AM |
Q2 2018 |
2,765 |
$19.1B |
+$1.79B |
-$1.39B |
+$395M |
VEA, AAPL, VTI, IWF, IVV
|
13F-HR |
7/31/2018, 03:16 PM |
Q1 2018 |
2,709 |
$18.4B |
+$990M |
-$519M |
+$471M |
VEA, IWF, AAPL, IWD, VTI
|
13F-HR |
5/14/2018, 05:18 PM |
Q4 2017 |
2,678 |
$18.3B |
$0 |
$0 |
|
IWF, IWD, VEA, AAPL, VTI
|
13F-HR |
2/12/2018, 10:34 AM |