Q3 2024 |
749 |
$15.8B |
+$1.41B |
-$1.09B |
+$320M |
VTI, XLV, AAPL, SPY, MSFT
|
13F-HR |
11/14/2024, 09:32 AM |
Q2 2024 |
756 |
$15.1B |
+$1.63B |
-$918M |
+$717M |
VTI, XLV, MSFT, SPY, NVDA
|
13F-HR |
8/14/2024, 09:37 AM |
Q1 2024 |
762 |
$14.4B |
+$1.47B |
-$621M |
+$847M |
VTI, XLV, MSFT, SPY, KOKU
|
13F-HR |
5/15/2024, 09:41 AM |
Q4 2023 |
742 |
$12.4B |
+$790M |
-$900M |
-$110M |
VTI, XLV, SPY, MSFT, KOKU
|
13F-HR |
2/14/2024, 08:21 AM |
Q3 2023 |
766 |
$11.3B |
+$588M |
-$446M |
+$142M |
VTI, XLV, SPY, KOKU, MSFT
|
13F-HR |
11/14/2023, 09:28 AM |
Q2 2023 |
766 |
$11.6B |
+$1.3B |
-$1.77B |
-$468M |
VTI, XLV, SPY, KOKU, MSFT
|
13F-HR |
8/14/2023, 09:43 AM |
Q1 2023 |
752 |
$11.2B |
+$1.78B |
-$1.76B |
+$15.7M |
VTI, XLV, SPY, KOKU, XLK
|
13F-HR |
5/15/2023, 08:57 AM |
Q4 2022 |
747 |
$10.5B |
+$2.06B |
-$1.85B |
+$208M |
SPY, IVV, KOKU, XLK, VTI
|
13F-HR |
2/14/2023, 09:05 AM |
Q3 2022 |
743 |
$9.52B |
+$993M |
-$669M |
+$325M |
DIA, VOO, XLV, KOKU, XLP
|
13F-HR |
11/14/2022, 03:40 PM |
Q2 2022 |
744 |
$10B |
+$1.38B |
-$788M |
+$592M |
VOO, XLV, DIA, XLP, KOKU
|
13F-HR |
8/15/2022, 12:14 PM |
Q1 2022 |
758 |
$11.5B |
+$1.03B |
-$1.74B |
-$703M |
VOO, QQQ, IVV, DIA, XLV
|
13F-HR |
5/16/2022, 10:50 AM |
Q4 2021 |
763 |
$13.1B |
+$928M |
-$875M |
+$53.5M |
VOO, QQQ, IVV, XLV, XLP
|
13F-HR |
2/14/2022, 10:52 AM |
Q3 2021 |
757 |
$11.8B |
+$704M |
-$238M |
+$466M |
VOO, KOKU, QQQ, IVV, XLV
|
13F-HR |
11/10/2021, 05:09 PM |
Q2 2021 |
763 |
$11.4B |
+$888M |
-$458M |
+$429M |
VOO, KOKU, QQQ, IVV, XLV
|
13F-HR |
8/13/2021, 11:39 AM |
Q1 2021 |
742 |
$10.1B |
+$3.93B |
-$727M |
+$3.2B |
VOO, QQQ, KOKU, IVV, XLP
|
13F-HR |
5/11/2021, 03:39 PM |
Q4 2020 |
728 |
$6.65B |
+$415M |
-$340M |
+$75M |
KOKU, AAPL, MSFT, AMZN, GOOG
|
13F-HR |
2/8/2021, 09:46 AM |
Q3 2020 |
726 |
$5.92B |
+$1.06B |
-$591M |
+$471M |
KOKU, MSFT, AAPL, AMZN, BABA
|
13F-HR |
10/20/2020, 08:43 AM |
Q2 2020 |
725 |
$5.15B |
+$552M |
-$123M |
+$428M |
MSFT, AAPL, AMZN, KOKU, GOOG
|
13F-HR |
7/27/2020, 09:30 AM |
Q1 2020 |
725 |
$3.93B |
+$445M |
-$146M |
+$300M |
MSFT, AAPL, AMZN, GOOG, BABA
|
13F-HR |
5/5/2020, 04:50 PM |
Q4 2019 |
736 |
$4.5B |
+$374M |
-$300M |
+$74.1M |
MSFT, AAPL, AMZN, BABA, GOOG
|
13F-HR |
2/14/2020, 08:28 AM |
Q3 2019 |
4 |
$48.4M |
$0 |
$0 |
|
JCI, IR, CB, WIX
|
New Holdings |
2/14/2020, 08:29 AM |
Q3 2019 |
736 |
$4.09B |
+$271M |
-$184M |
+$86.9M |
MSFT, AAPL, AMZN, GOOG, BABA
|
13F-HR |
11/14/2019, 09:13 AM |
Q2 2019 |
744 |
$3.96B |
+$276M |
-$248M |
+$28.5M |
MSFT, AAPL, AMZN, GOOG, JNJ
|
13F-HR |
8/7/2019, 09:28 AM |
Q1 2019 |
727 |
$3.78B |
+$234M |
-$189M |
+$45.3M |
MSFT, AAPL, AMZN, GOOG, JNJ
|
13F-HR |
5/3/2019, 03:08 PM |
Q4 2018 |
716 |
$3.28B |
+$251M |
-$168M |
+$83.3M |
MSFT, AAPL, AMZN, JNJ, GOOG
|
13F-HR |
2/6/2019, 05:28 PM |
Q3 2018 |
719 |
$3.72B |
+$167M |
-$88.9M |
+$78.4M |
AAPL, AMZN, MSFT, GOOG, JNJ
|
13F-HR |
10/30/2018, 10:19 AM |
Q2 2018 |
719 |
$3.42B |
+$275M |
-$146M |
+$130M |
AAPL, AMZN, MSFT, META, GOOG
|
13F-HR |
8/8/2018, 09:27 AM |
Q1 2018 |
719 |
$3.2B |
+$88.5M |
-$131M |
-$42.4M |
AAPL, MSFT, AMZN, JNJ, GOOG
|
13F-HR |
5/14/2018, 10:58 AM |
Q4 2017 |
719 |
$3.28B |
$0 |
$0 |
|
AAPL, MSFT, AMZN, JNJ, META
|
13F-HR |
2/14/2018, 11:36 AM |