Q3 2024 |
|
|
|
|
|
|
13F-NT |
11/14/2024, 03:31 PM |
Q2 2024 |
|
|
|
|
|
|
13F-NT |
8/14/2024, 03:05 PM |
Q1 2024 |
|
|
|
|
|
|
13F-NT |
5/15/2024, 02:05 PM |
Q4 2023 |
|
|
|
|
|
|
13F-NT |
2/13/2024, 11:24 AM |
Q3 2023 |
0 |
|
|
|
|
|
13F-NT |
11/14/2023, 04:39 PM |
Q2 2023 |
0 |
|
|
|
|
|
13F-NT |
8/14/2023, 02:41 PM |
Q1 2023 |
0 |
|
|
|
|
|
13F-NT |
5/15/2023, 03:24 PM |
Q4 2022 |
0 |
|
|
|
|
|
13F-NT |
2/14/2023, 01:39 PM |
Q3 2022 |
0 |
|
|
|
|
|
13F-NT |
11/14/2022, 03:31 PM |
Q2 2022 |
0 |
|
|
|
|
|
13F-NT |
8/15/2022, 11:28 AM |
Q1 2022 |
3,669 |
$190B |
+$9.3B |
-$4.4B |
+$4.9B |
MSFT, AAPL, AMZN, VOO, GOOGL
|
13F-HR |
5/16/2022, 12:16 PM |
Q4 2021 |
3,626 |
$195B |
+$7.96B |
-$4.3B |
+$3.66B |
MSFT, AAPL, AMZN, VOO, GOOGL
|
13F-HR |
2/14/2022, 05:51 PM |
Q3 2021 |
3,597 |
$176B |
+$7.83B |
-$8.06B |
-$231M |
MSFT, AAPL, AMZN, VOO, META
|
13F-HR |
11/15/2021, 03:03 PM |
Q2 2021 |
3,554 |
$178B |
+$8.35B |
-$16B |
-$7.7B |
MSFT, AAPL, AMZN, VOO, META
|
Restatement |
9/3/2021, 01:58 PM |
Q1 2021 |
4,045 |
$174B |
+$7.64B |
-$3.69B |
+$3.95B |
MSFT, AAPL, AMZN, VOO, META
|
13F-HR |
5/17/2021, 02:33 PM |
Q4 2020 |
3,985 |
$160B |
+$7.57B |
-$4.65B |
+$2.92B |
AAPL, MSFT, AMZN, VOO, META
|
13F-HR |
2/11/2021, 05:36 PM |
Q3 2020 |
3,921 |
$139B |
+$8.64B |
-$4.39B |
+$4.25B |
MSFT, AAPL, VOO, AMZN, META
|
13F-HR |
11/12/2020, 03:39 PM |
Q2 2020 |
3,907 |
$130B |
+$6.45B |
-$7B |
-$551M |
MSFT, AAPL, VOO, AMZN, META
|
13F-HR |
8/13/2020, 02:25 PM |
Q1 2020 |
3,916 |
$109B |
+$6.97B |
-$4.42B |
+$2.54B |
MSFT, AAPL, VOO, AMZN, IVV
|
13F-HR |
5/13/2020, 04:57 PM |
Q4 2019 |
3,955 |
$137B |
+$6.2B |
-$3.25B |
+$2.95B |
MSFT, AAPL, VOO, IVV, AMZN
|
13F-HR |
2/13/2020, 06:53 PM |
Q3 2019 |
3,940 |
$124B |
+$5.54B |
-$3.19B |
+$2.36B |
MSFT, AAPL, VOO, IVV, AMZN
|
13F-HR |
11/15/2019, 05:22 PM |
Q2 2019 |
3,953 |
$121B |
+$5.15B |
-$3.44B |
+$1.71B |
MSFT, AAPL, VOO, IVV, AMZN
|
13F-HR |
8/13/2019, 12:34 PM |
Q1 2019 |
3,934 |
$116B |
+$6.18B |
-$3.56B |
+$2.62B |
MSFT, AAPL, IVV, VOO, AMZN
|
13F-HR |
5/9/2019, 11:28 AM |
Q4 2018 |
3,909 |
$101B |
+$7.26B |
-$4.65B |
+$2.61B |
IVV, MSFT, VOO, AAPL, AMZN
|
13F-HR |
2/14/2019, 12:59 PM |
Q3 2018 |
3,946 |
$114B |
+$5.78B |
-$2.91B |
+$2.87B |
AAPL, MSFT, IVV, VOO, AMZN
|
13F-HR |
11/13/2018, 11:18 AM |
Q2 2018 |
3,883 |
$106B |
+$6.09B |
-$3.91B |
+$2.18B |
AAPL, VOO, MSFT, IVV, AMZN
|
13F-HR |
8/13/2018, 10:57 AM |
Q1 2018 |
3,941 |
$101B |
+$5.11B |
-$2.68B |
+$2.43B |
VOO, IVV, AAPL, MSFT, AMZN
|
13F-HR |
5/14/2018, 02:59 PM |
Q4 2017 |
3,905 |
$100B |
+$7.94B |
-$4.75B |
+$3.19B |
VOO, AAPL, IVV, MSFT, META
|
13F-HR |
2/14/2018, 02:11 PM |
Q3 2017 |
4,028 |
$92.1B |
+$7.34B |
-$2.27B |
+$5.06B |
VOO, AAPL, IVV, MSFT, META
|
Restatement |
12/14/2017, 11:30 AM |
Q2 2017 |
3,993 |
$83.5B |
+$20.1B |
-$3.61B |
+$16.5B |
VOO, AAPL, MSFT, IVV, JNJ
|
Restatement |
12/14/2017, 11:20 AM |
Q1 2017 |
3,775 |
$65.4B |
+$4.04B |
-$13.8B |
-$9.73B |
VOO, AAPL, IVV, MSFT, META
|
13F-HR |
5/5/2017, 07:54 PM |
Q4 2016 |
3,770 |
$71.8B |
+$6.84B |
-$3.56B |
+$3.28B |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
2/13/2017, 06:12 PM |
Q3 2016 |
3,759 |
$66.7B |
+$4.43B |
-$3.55B |
+$886M |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
11/14/2016, 12:42 PM |
Q2 2016 |
3,805 |
$63.3B |
+$3.84B |
-$3.25B |
+$583M |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
8/12/2016, 04:32 PM |
Q1 2016 |
3,963 |
$61.9B |
+$6.17B |
-$3.08B |
+$3.09B |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
5/13/2016, 03:13 PM |
Q4 2015 |
3,941 |
$58.6B |
+$7.93B |
-$2.87B |
+$5.06B |
VOO, AAPL, MSFT, IVV, XOM
|
13F-HR |
2/12/2016, 02:05 PM |
Q3 2015 |
3,261 |
$51.3B |
+$8.89B |
-$4.6B |
+$4.29B |
VOO, AAPL, MSFT, IVV, XOM
|
13F-HR |
11/16/2015, 11:43 AM |
Q2 2015 |
3,953 |
$51.2B |
+$3.77B |
-$1.74B |
+$2.03B |
AAPL, VOO, IVV, MSFT, XOM
|
13F-HR |
8/14/2015, 11:40 AM |
Q1 2015 |
3,942 |
$49.7B |
+$3.85B |
-$1.86B |
+$1.98B |
AAPL, VOO, XOM, MSFT, IVV
|
13F-HR |
5/15/2015, 07:12 PM |
Q4 2014 |
3,981 |
$47.4B |
+$3B |
-$2.07B |
+$926M |
AAPL, VOO, MSFT, XOM, IVV
|
13F-HR |
2/11/2015, 11:18 AM |
Q3 2014 |
3,807 |
$45.2B |
+$2.52B |
-$1.11B |
+$1.41B |
AAPL, VOO, XOM, MSFT, JNJ
|
13F-HR |
11/12/2014, 11:43 AM |
Q2 2014 |
3,722 |
$44.4B |
+$3.12B |
-$1.5B |
+$1.62B |
AAPL, VOO, XOM, MSFT, CVX
|
13F-HR |
8/12/2014, 12:00 PM |
Q1 2014 |
3,820 |
$42.2B |
+$2.27B |
-$1.49B |
+$784M |
AAPL, XOM, MSFT, GOOGL, VOO
|
13F-HR |
5/13/2014, 11:39 AM |
Q4 2013 |
3,814 |
$41.3B |
$0 |
$0 |
|
AAPL, XOM, MSFT, GOOGL, CVX
|
13F-HR |
2/13/2014, 02:50 PM |