Q3 2024 |
2,676 |
$77B |
+$7.28B |
-$4.56B |
+$2.72B |
MSFT, NVDA, AAPL, AMZN, VEA
|
13F-HR |
11/12/2024, 08:43 AM |
Q2 2024 |
2,655 |
$70.6B |
+$6.84B |
-$2.84B |
+$4B |
MSFT, NVDA, AMZN, VEA, AAPL
|
13F-HR |
8/13/2024, 10:33 AM |
Q1 2024 |
2,617 |
$68.2B |
+$6.41B |
-$5.07B |
+$1.34B |
MSFT, AMZN, VEA, NVDA, AAPL
|
13F-HR |
5/7/2024, 03:14 PM |
Q4 2023 |
2,606 |
$62.3B |
+$4.26B |
-$4.03B |
+$234M |
MSFT, VEA, SCHX, BND, AMZN
|
13F-HR |
2/14/2024, 08:34 AM |
Q3 2023 |
2,617 |
$55.6B |
+$3.5B |
-$2.77B |
+$733M |
MSFT, VEA, SCHX, BND, AMZN
|
13F-HR |
11/14/2023, 08:46 AM |
Q2 2023 |
2,669 |
$57.3B |
+$4.27B |
-$3.71B |
+$557M |
MSFT, SCHX, VEA, BND, AAPL
|
13F-HR |
8/11/2023, 01:27 PM |
Q1 2023 |
2,681 |
$53.8B |
+$7.82B |
-$1.66B |
+$6.16B |
BND, SCHX, VEA, MSFT, AAPL
|
13F-HR |
5/12/2023, 07:41 AM |
Q4 2022 |
2,514 |
$45B |
+$3.13B |
-$5.94B |
-$2.81B |
BND, VEA, SCHX, MSFT, SCHV
|
13F-HR |
2/10/2023, 04:37 PM |
Q3 2022 |
2,699 |
$44.8B |
+$4B |
-$1.94B |
+$2.07B |
BND, SCHX, VEA, MSFT, AMZN
|
13F-HR |
11/14/2022, 09:42 AM |
Q2 2022 |
2,872 |
$46.3B |
+$7.22B |
-$2.21B |
+$5.01B |
BND, SCHX, VEA, MSFT, GOOGL
|
13F-HR |
8/15/2022, 09:37 AM |
Q1 2022 |
2,731 |
$49.7B |
+$5.23B |
-$3.76B |
+$1.47B |
BND, SCHX, VEA, MSFT, AMZN
|
13F-HR |
5/13/2022, 08:26 AM |
Q4 2021 |
2,754 |
$53.3B |
+$5.5B |
-$2.33B |
+$3.17B |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
2/14/2022, 11:35 AM |
Q3 2021 |
2,742 |
$47.6B |
+$5.84B |
-$2.74B |
+$3.1B |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
11/12/2021, 08:58 AM |
Q2 2021 |
2,698 |
$45.1B |
+$4.85B |
-$2.2B |
+$2.65B |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
8/6/2021, 12:14 PM |
Q1 2021 |
2,896 |
$39.3B |
+$2.59B |
-$3.14B |
-$555M |
SCHX, VEA, BND, MSFT, AMZN
|
13F-HR |
5/12/2021, 10:22 AM |
Q4 2020 |
2,596 |
$38.6B |
+$3.32B |
-$3.62B |
-$302M |
SCHX, VEA, BND, MSFT, AAPL
|
13F-HR |
2/8/2021, 11:13 AM |
Q3 2020 |
2,576 |
$34.5B |
+$3.5B |
-$3.23B |
+$274M |
SCHX, BND, VEA, MSFT, AMZN
|
Restatement |
12/4/2020, 01:25 PM |
Q2 2020 |
2,541 |
$32.2B |
+$2.5B |
-$3.04B |
-$537M |
SCHX, VEA, BND, MSFT, AMZN
|
Restatement |
8/17/2020, 03:15 PM |
Q1 2020 |
2,544 |
$27.2B |
+$2.44B |
-$1.99B |
+$459M |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
5/14/2020, 10:06 AM |
Q4 2019 |
2,532 |
$33.5B |
+$2.48B |
-$2.57B |
-$90.5M |
SCHX, VEA, BND, MSFT, AMZN
|
13F-HR |
2/6/2020, 12:18 PM |
Q3 2019 |
2,550 |
$31.4B |
+$3.18B |
-$2.26B |
+$921M |
SCHX, VEA, BND, MSFT, AMZN
|
13F-HR |
11/12/2019, 09:58 AM |
Q2 2019 |
2,555 |
$30.6B |
+$2.76B |
-$2.95B |
-$191M |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
8/14/2019, 04:10 PM |
Q1 2019 |
3,104 |
$29.8B |
+$8.61B |
-$2.11B |
+$6.5B |
VEA, BND, SCHX, MSFT, AMZN
|
13F-HR |
5/15/2019, 05:23 PM |
Q4 2018 |
3,331 |
$20.7B |
+$2.01B |
-$5.11B |
-$3.1B |
SCHX, BND, VEA, MSFT, V
|
13F-HR |
2/13/2019, 12:36 PM |
Q3 2018 |
2,585 |
$27.6B |
+$2.64B |
-$5.78B |
-$3.14B |
SCHX, VEA, BND, AMZN, MSFT
|
13F-HR |
11/8/2018, 11:01 AM |
Q2 2018 |
3,737 |
$29.4B |
+$5.01B |
-$2.18B |
+$2.83B |
SPY, BND, VEA, AMZN, MSFT
|
13F-HR |
8/3/2018, 03:41 PM |
Q1 2018 |
3,594 |
$26.1B |
+$3.33B |
-$5.64B |
-$2.31B |
BND, VEA, SPY, MUB, MSFT
|
13F-HR |
5/11/2018, 11:25 AM |
Q4 2017 |
3,548 |
$28.5B |
+$1.94B |
-$2.51B |
-$565M |
BND, VEA, SPY, MSFT, V
|
13F-HR |
2/8/2018, 09:02 AM |
Q3 2017 |
3,404 |
$27.9B |
+$3.65B |
-$1.89B |
+$1.77B |
SPY, BND, VEA, MSFT, V
|
13F-HR |
11/6/2017, 08:48 AM |
Q2 2017 |
3,216 |
$25.1B |
+$3.03B |
-$1.54B |
+$1.49B |
SPY, BND, VEA, MSFT, V
|
13F-HR |
7/31/2017, 10:13 AM |
Q1 2017 |
3,016 |
$22.8B |
+$3.28B |
-$2.29B |
+$994M |
SPY, BND, VEA, MSFT, V
|
13F-HR |
5/5/2017, 10:39 AM |
Q4 2016 |
3,080 |
$20.5B |
+$2.42B |
-$1.62B |
+$803M |
SPY, MSFT, V, GOOGL, BND
|
13F-HR |
2/2/2017, 05:10 PM |
Q3 2016 |
2,937 |
$19.7B |
+$3.48B |
-$1.16B |
+$2.31B |
SPY, V, MSFT, META, GOOG
|
13F-HR |
11/4/2016, 11:08 AM |
Q2 2016 |
2,740 |
$16.7B |
+$1.94B |
-$1.54B |
+$404M |
SPY, V, META, GOOG, VEA
|
13F-HR |
8/11/2016, 01:30 PM |
Q1 2016 |
2,627 |
$16.1B |
+$1.56B |
-$1.83B |
-$271M |
SPY, V, META, GOOGL, GOOG
|
Restatement |
5/10/2016, 08:55 AM |
Q4 2015 |
2,652 |
$16.4B |
+$5.99B |
-$991M |
+$5B |
SPY, V, META, GOOGL, GOOG
|
13F-HR |
2/3/2016, 01:06 PM |
Q3 2015 |
2,631 |
$10.9B |
+$1.78B |
-$1.15B |
+$631M |
SPY, AAPL, V, META, GOOGL
|
Restatement |
11/2/2015, 08:25 AM |
Q2 2015 |
2,405 |
$11.1B |
+$1.21B |
-$1.21B |
-$1.88M |
AAPL, SPY, META, V, SPG
|
Restatement |
8/7/2015, 08:13 AM |
Q1 2015 |
2,545 |
$11.3B |
+$1.41B |
-$1.56B |
-$146M |
AAPL, SPY, V, META, AMAT
|
Restatement |
5/14/2015, 02:13 PM |
Q4 2014 |
2,472 |
$11.3B |
$0 |
$0 |
|
AAPL, V, AMAT, SPY, UNP
|
13F-HR |
2/10/2015, 01:18 PM |