Q3 2024 |
2,070 |
$5.57B |
+$2.95B |
-$139M |
+$2.81B |
CMCSA, ISRG, AAPL, VEA, MSFT
|
13F-HR |
11/25/2024, 01:52 PM |
Q2 2024 |
361 |
$2.61B |
+$50.1M |
-$57.7M |
-$7.52M |
VEA, AAPL, MSFT, IWY, QUAL
|
13F-HR |
8/8/2024, 01:16 PM |
Q1 2024 |
361 |
$2.61B |
+$128M |
-$141M |
-$12.7M |
VEA, AAPL, MSFT, IWY, VTI
|
13F-HR |
5/14/2024, 06:06 PM |
Q3 2023 |
356 |
$2.27B |
+$39M |
-$54.6M |
-$15.6M |
VEA, AAPL, MSFT, IWY, VTI
|
13F-HR |
11/15/2023, 04:19 PM |
Q2 2023 |
364 |
$2.4B |
+$142M |
-$128M |
+$14.7M |
AAPL, VEA, MSFT, IWY, VTI
|
13F-HR |
8/11/2023, 05:12 PM |
Q1 2023 |
349 |
$2.26B |
+$25.8M |
-$77.3M |
-$51.5M |
AAPL, VEA, MSFT, IWY, IJJ
|
13F-HR |
5/15/2023, 10:21 AM |
Q4 2022 |
352 |
$2.2B |
+$51.5M |
-$90.9M |
-$39.5M |
AAPL, VEA, IJJ, MSFT, IJK
|
13F-HR |
2/10/2023, 07:18 PM |
Q3 2022 |
354 |
$2.05B |
+$68.7M |
-$33.1M |
+$35.6M |
AAPL, VEA, IWY, MSFT, IJJ
|
13F-HR |
11/14/2022, 09:12 AM |
Q2 2022 |
362 |
$2.17B |
+$119M |
-$145M |
-$25.5M |
AAPL, VEA, MSFT, IJJ, IWY
|
13F-HR |
8/11/2022, 12:16 PM |
Q1 2022 |
376 |
$2.56B |
+$28.5M |
-$106M |
-$77.4M |
AAPL, VEA, MSFT, IJJ, VTI
|
13F-HR |
5/13/2022, 05:35 PM |
Q4 2021 |
388 |
$2.78B |
+$36.2M |
-$64.6M |
-$28.3M |
AAPL, MSFT, VEA, IJJ, VTI
|
13F-HR |
2/10/2022, 12:57 PM |
Q3 2021 |
390 |
$2.59B |
+$41.9M |
-$44.1M |
-$2.26M |
AAPL, VEA, MSFT, IJJ, VTI
|
13F-HR |
10/26/2021, 09:44 AM |
Q2 2021 |
393 |
$2.62B |
+$50.3M |
-$58.2M |
-$7.92M |
AAPL, VEA, MSFT, IJJ, VTI
|
13F-HR |
7/29/2021, 12:29 PM |
Q1 2021 |
373 |
$2.5B |
+$75.4M |
-$104M |
-$29.1M |
AAPL, VEA, IJJ, MSFT, VTI
|
13F-HR |
4/23/2021, 10:49 AM |
Q4 2020 |
362 |
$2.38B |
+$119M |
-$98.5M |
+$20.8M |
AAPL, VEA, MSFT, VTI, IJJ
|
13F-HR |
2/11/2021, 09:59 AM |
Q3 2020 |
360 |
$2.16B |
+$152M |
-$85M |
+$66.9M |
AAPL, VEA, MSFT, VTI, JNJ
|
13F-HR |
11/12/2020, 03:39 PM |
Q2 2020 |
350 |
$2.03B |
+$287M |
-$273M |
+$14.6M |
AAPL, MSFT, VTI, VEA, JNJ
|
13F-HR |
8/13/2020, 05:24 PM |
Q1 2020 |
349 |
$1.7B |
+$201M |
-$30.2M |
+$171M |
AAPL, MSFT, JNJ, PEP, JPM
|
13F-HR |
5/8/2020, 10:44 AM |
Q4 2019 |
344 |
$1.97B |
+$79.7M |
-$72.5M |
+$7.28M |
AAPL, MSFT, JPM, JNJ, BDX
|
13F-HR |
2/11/2020, 10:27 AM |
Q3 2019 |
333 |
$1.83B |
+$36.5M |
-$66.7M |
-$30.1M |
AAPL, MSFT, JPM, JNJ, PEP
|
13F-HR |
10/24/2019, 09:35 AM |
Q2 2019 |
341 |
$1.85B |
+$58.1M |
-$106M |
-$47.6M |
MSFT, AAPL, JNJ, JPM, ABT
|
13F-HR |
8/15/2019, 01:37 PM |
Q1 2019 |
347 |
$1.84B |
+$26.8M |
-$45.6M |
-$18.9M |
AAPL, MSFT, JNJ, BDX, ABT
|
13F-HR |
5/15/2019, 05:06 PM |
Q4 2018 |
341 |
$1.65B |
+$66M |
-$48.8M |
+$17.2M |
AAPL, MSFT, JNJ, BDX, ABT
|
Restatement |
8/27/2019, 08:23 PM |
Q3 2018 |
363 |
$1.9B |
+$25.9M |
-$50.4M |
-$24.4M |
AAPL, MSFT, JNJ, BDX, JPM
|
Restatement |
8/27/2019, 08:12 PM |
Q2 2018 |
365 |
$1.79B |
+$57.7M |
-$63.9M |
-$6.21M |
AAPL, MSFT, JNJ, BDX, SCZ
|
Restatement |
8/27/2019, 07:59 PM |
Q1 2018 |
347 |
$1.75B |
+$37.3M |
-$79.8M |
-$42.5M |
AAPL, MSFT, JNJ, JPM, BDX
|
Restatement |
8/27/2019, 07:34 PM |
Q4 2017 |
345 |
$1.83B |
+$70.6M |
-$75.2M |
-$4.56M |
AAPL, JNJ, SPY, JPM, MSFT
|
Restatement |
8/27/2019, 06:08 PM |
Q3 2017 |
339 |
$1.75B |
+$120M |
-$102M |
+$17.9M |
AAPL, SPY, JNJ, IJH, JPM
|
Restatement |
8/27/2019, 05:51 PM |
Q2 2017 |
345 |
$1.68B |
+$54M |
-$52.9M |
+$1.1M |
JNJ, SPY, IJH, AAPL, JPM
|
13F-HR |
8/11/2017, 11:42 AM |
Q1 2017 |
340 |
$1.65B |
+$41.1M |
-$52.2M |
-$11.1M |
AAPL, SPY, IJH, JNJ, XOM
|
13F-HR |
5/12/2017, 12:22 PM |
Q4 2016 |
328 |
$1.59B |
+$20.3M |
-$55.2M |
-$34.9M |
IJH, SPY, XOM, JNJ, AAPL
|
13F-HR |
2/3/2017, 01:04 PM |
Q3 2016 |
332 |
$1.59B |
+$36.9M |
-$61M |
-$24.1M |
IJH, JNJ, XOM, SPY, AAPL
|
13F-HR |
11/10/2016, 04:27 PM |
Q2 2016 |
336 |
$1.57B |
+$20.1M |
-$49.9M |
-$29.9M |
XOM, JNJ, IJH, SPY, HSY
|
13F-HR |
8/10/2016, 10:55 AM |
Q1 2016 |
348 |
$1.56B |
+$17.1M |
-$78.5M |
-$61.4M |
IJH, AAPL, SPY, XOM, JNJ
|
13F-HR |
5/3/2016, 11:49 AM |
Q4 2015 |
352 |
$1.6B |
+$67.6M |
-$87.1M |
-$19.5M |
AAPL, IJH, SPY, XOM, JNJ
|
13F-HR |
2/12/2016, 04:50 PM |
Q3 2015 |
354 |
$1.56B |
+$34.9M |
-$58.2M |
-$23.3M |
AAPL, IJH, XOM, SPY, JNJ
|
13F-HR |
11/9/2015, 02:52 PM |
Q2 2015 |
362 |
$1.72B |
+$18.7M |
-$42.2M |
-$23.5M |
AAPL, IJH, XOM, SPY, IWM
|
13F-HR |
8/25/2015, 04:20 PM |
Q1 2015 |
360 |
$1.76B |
+$74.9M |
-$105M |
-$30.5M |
AAPL, IJH, XOM, SPY, HSY
|
13F-HR |
5/11/2015, 05:38 PM |
Q4 2014 |
372 |
$1.78B |
+$53.2M |
-$93.8M |
-$40.6M |
AAPL, XOM, IJH, HSY, IWM
|
13F-HR |
2/17/2015, 04:15 PM |
Q3 2014 |
377 |
$1.76B |
+$25.4M |
-$51.5M |
-$26.1M |
AAPL, XOM, IJH, HSY, JNJ
|
13F-HR |
11/14/2014, 04:08 PM |
Q2 2014 |
394 |
$1.81B |
+$67.4M |
-$45M |
+$22.4M |
XOM, AAPL, IJH, JNJ, HSY
|
13F-HR |
8/7/2014, 10:45 AM |
Q1 2014 |
395 |
$1.79B |
+$40.9M |
-$39.2M |
+$1.74M |
XOM, IJH, AAPL, HSY, JNJ
|
13F-HR |
5/13/2014, 12:16 PM |
Q4 2013 |
392 |
$1.78B |
$0 |
$0 |
|
XOM, IJH, AAPL, HSY, MMM
|
13F-HR |
2/14/2014, 06:18 AM |