Q3 2024 |
406 |
$1.05B |
+$71M |
-$68.7M |
+$2.3M |
AAPL, VTI, NVDA, MSFT, AVGO
|
13F-HR |
10/31/2024, 05:11 PM |
Q2 2024 |
397 |
$1B |
+$97.4M |
-$27.8M |
+$69.7M |
AAPL, NVDA, VTI, MSFT, AVGO
|
13F-HR |
8/2/2024, 04:16 PM |
Q1 2024 |
393 |
$960M |
+$59M |
-$44.1M |
+$14.8M |
AAPL, NVDA, VTI, MSFT, AMZN
|
13F-HR |
5/8/2024, 04:38 PM |
Q4 2023 |
383 |
$867M |
+$52.5M |
-$39.4M |
+$13.1M |
AAPL, MSFT, VTI, AVGO, NVDA
|
13F-HR |
2/5/2024, 02:01 PM |
Q3 2023 |
374 |
$770M |
+$36.7M |
-$43.9M |
-$7.21M |
AAPL, VTI, MSFT, NVDA, GOOGL
|
13F-HR |
11/2/2023, 04:16 PM |
Q2 2023 |
372 |
$802M |
+$56.9M |
-$62.3M |
-$5.41M |
AAPL, VTI, MSFT, NVDA, AVGO
|
13F-HR |
7/26/2023, 05:27 PM |
Q1 2023 |
371 |
$755M |
+$45.7M |
-$38.2M |
+$7.53M |
AAPL, VTI, MSFT, NVDA, VIG
|
13F-HR |
5/1/2023, 01:05 PM |
Q4 2022 |
371 |
$712M |
+$71.1M |
-$28M |
+$43.1M |
AAPL, VTI, MSFT, ADM, VIG
|
13F-HR |
2/7/2023, 05:42 PM |
Q3 2022 |
347 |
$616M |
+$61.6M |
-$45.1M |
+$16.5M |
AAPL, VTI, ADM, MSFT, VIG
|
13F-HR |
11/7/2022, 12:45 PM |
Q2 2022 |
349 |
$642M |
+$69.9M |
-$22.3M |
+$47.5M |
AAPL, VTI, MSFT, VIG, GOOGL
|
13F-HR |
8/9/2022, 11:22 AM |
Q1 2022 |
350 |
$714M |
+$79.1M |
-$34.9M |
+$44.2M |
AAPL, VTI, GOOGL, VIG, NVDA
|
13F-HR |
4/29/2022, 12:48 PM |
Q4 2021 |
351 |
$706M |
+$31M |
-$29.5M |
+$1.53M |
AAPL, VTI, VIG, NVDA, GOOGL
|
13F-HR |
1/31/2022, 05:59 PM |
Q3 2021 |
346 |
$642M |
+$37.1M |
-$25.3M |
+$11.8M |
AAPL, VTI, GOOGL, VIG, BX
|
13F-HR |
11/5/2021, 01:40 PM |
Q2 2021 |
347 |
$637M |
+$34M |
-$49.7M |
-$15.7M |
AAPL, VTI, VIG, GOOGL, NVDA
|
13F-HR |
7/29/2021, 12:56 PM |
Q1 2021 |
350 |
$615M |
+$49.7M |
-$28.2M |
+$21.5M |
AAPL, VTI, VIG, URI, GOOGL
|
13F-HR |
4/29/2021, 02:03 PM |
Q4 2020 |
327 |
$560M |
+$34.9M |
-$64M |
-$29.1M |
AAPL, VTI, VIG, AMZN, GOOGL
|
13F-HR |
2/16/2021, 03:11 PM |
Q3 2020 |
322 |
$530M |
+$36.9M |
-$29M |
+$7.92M |
AAPL, VTI, AMZN, VIG, NVDA
|
13F-HR |
10/28/2020, 11:24 AM |
Q2 2020 |
319 |
$491M |
+$181M |
-$32.2M |
+$149M |
AAPL, VTI, AMZN, VIG, HD
|
13F-HR |
8/6/2020, 05:43 PM |
Q1 2020 |
213 |
$289M |
+$29M |
-$45.1M |
-$16.1M |
AAPL, AMZN, NVDA, GOOGL, FI
|
13F-HR |
5/7/2020, 03:29 PM |
Q4 2019 |
245 |
$375M |
+$19.2M |
-$19.5M |
-$374K |
AAPL, HD, FI, GOOGL, TMO
|
13F-HR |
1/16/2020, 12:14 PM |
Q3 2019 |
244 |
$346M |
+$17.7M |
-$21.6M |
-$3.91M |
AAPL, HD, GOOGL, TMO, FI
|
13F-HR |
10/31/2019, 12:35 PM |
Q2 2019 |
243 |
$345M |
+$29.4M |
-$21.6M |
+$7.79M |
AAPL, HD, AMZN, TMO, MA
|
13F-HR |
8/13/2019, 03:44 PM |
Q1 2019 |
238 |
$331M |
+$21.5M |
-$14.3M |
+$7.23M |
AAPL, AMZN, HD, TMO, GOOGL
|
13F-HR |
4/18/2019, 12:35 PM |
Q4 2018 |
228 |
$290M |
+$24.5M |
-$26.2M |
-$1.8M |
AAPL, HD, AMZN, GOOGL, BA
|
13F-HR |
1/14/2019, 12:36 PM |
Q3 2018 |
237 |
$342M |
+$18.9M |
-$16.9M |
+$2.03M |
AAPL, AMZN, HD, GOOGL, BA
|
13F-HR |
11/13/2018, 02:13 PM |
Q2 2018 |
235 |
$321M |
$0 |
$0 |
|
AAPL, AMZN, HD, GOOGL, ATVI
|
13F-HR |
8/15/2018, 09:24 AM |