Q1 2024 |
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13F-NT |
5/15/2024, 02:05 PM |
Q4 2023 |
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13F-NT |
2/13/2024, 11:24 AM |
Q3 2023 |
0 |
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13F-NT |
11/14/2023, 04:39 PM |
Q2 2023 |
0 |
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13F-NT |
8/14/2023, 02:41 PM |
Q1 2023 |
0 |
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13F-NT |
5/15/2023, 03:24 PM |
Q4 2022 |
0 |
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13F-NT |
2/14/2023, 01:39 PM |
Q3 2022 |
0 |
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13F-NT |
11/14/2022, 03:31 PM |
Q2 2022 |
0 |
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13F-NT |
8/15/2022, 11:28 AM |
Q1 2022 |
3,669 |
$190 B |
+$9.3 B |
-$4.4 B |
+$4.9 B |
MSFT, AAPL, AMZN, VOO, GOOGL
|
13F-HR |
5/16/2022, 12:16 PM |
Q4 2021 |
3,626 |
$195 B |
+$7.96 B |
-$4.3 B |
+$3.66 B |
MSFT, AAPL, AMZN, VOO, GOOGL
|
13F-HR |
2/14/2022, 05:51 PM |
Q3 2021 |
3,597 |
$176 B |
+$7.83 B |
-$8.06 B |
-$231 M |
MSFT, AAPL, AMZN, VOO, META
|
13F-HR |
11/15/2021, 03:03 PM |
Q2 2021 |
3,554 |
$178 B |
+$8.35 B |
-$16.1 B |
-$7.74 B |
MSFT, AAPL, AMZN, VOO, META
|
RESTATEMENT |
9/3/2021, 01:58 PM |
Q1 2021 |
4,042 |
$174 B |
+$7.64 B |
-$3.78 B |
+$3.86 B |
MSFT, AAPL, AMZN, VOO, META
|
13F-HR |
5/17/2021, 02:33 PM |
Q4 2020 |
3,985 |
$160 B |
+$7.57 B |
-$4.67 B |
+$2.91 B |
AAPL, MSFT, AMZN, VOO, META
|
13F-HR |
2/11/2021, 05:36 PM |
Q3 2020 |
3,921 |
$139 B |
+$8.64 B |
-$4.39 B |
+$4.25 B |
MSFT, AAPL, VOO, AMZN, META
|
13F-HR |
11/12/2020, 03:39 PM |
Q2 2020 |
3,907 |
$130 B |
+$6.46 B |
-$7.01 B |
-$549 M |
MSFT, AAPL, VOO, AMZN, META
|
13F-HR |
8/13/2020, 02:25 PM |
Q1 2020 |
3,916 |
$109 B |
+$6.97 B |
-$4.43 B |
+$2.55 B |
MSFT, AAPL, VOO, AMZN, IVV
|
13F-HR |
5/13/2020, 04:57 PM |
Q4 2019 |
3,955 |
$137 B |
+$6.2 B |
-$3.25 B |
+$2.95 B |
MSFT, AAPL, VOO, IVV, AMZN
|
13F-HR |
2/13/2020, 06:53 PM |
Q3 2019 |
3,938 |
$124 B |
+$5.54 B |
-$3.19 B |
+$2.35 B |
MSFT, AAPL, VOO, IVV, AMZN
|
13F-HR |
11/15/2019, 05:22 PM |
Q2 2019 |
3,953 |
$121 B |
+$5.15 B |
-$3.44 B |
+$1.71 B |
MSFT, AAPL, VOO, IVV, AMZN
|
13F-HR |
8/13/2019, 12:34 PM |
Q1 2019 |
3,934 |
$116 B |
+$6.18 B |
-$3.57 B |
+$2.62 B |
MSFT, AAPL, IVV, VOO, AMZN
|
13F-HR |
5/9/2019, 11:28 AM |
Q4 2018 |
3,909 |
$101 B |
+$7.26 B |
-$4.66 B |
+$2.61 B |
IVV, MSFT, VOO, AAPL, AMZN
|
13F-HR |
2/14/2019, 12:59 PM |
Q3 2018 |
3,946 |
$114 B |
+$5.78 B |
-$2.91 B |
+$2.88 B |
AAPL, MSFT, IVV, VOO, AMZN
|
13F-HR |
11/13/2018, 11:18 AM |
Q2 2018 |
3,882 |
$106 B |
+$6.09 B |
-$3.91 B |
+$2.18 B |
AAPL, VOO, MSFT, IVV, AMZN
|
13F-HR |
8/13/2018, 10:57 AM |
Q1 2018 |
3,941 |
$101 B |
+$5.11 B |
-$2.68 B |
+$2.43 B |
VOO, IVV, AAPL, MSFT, AMZN
|
13F-HR |
5/14/2018, 02:59 PM |
Q4 2017 |
3,904 |
$100 B |
+$7.94 B |
-$4.75 B |
+$3.19 B |
VOO, AAPL, IVV, MSFT, META
|
13F-HR |
2/14/2018, 02:11 PM |
Q3 2017 |
4,026 |
$92.1 B |
+$7.34 B |
-$2.27 B |
+$5.06 B |
VOO, AAPL, IVV, MSFT, META
|
RESTATEMENT |
12/14/2017, 11:30 AM |
Q2 2017 |
3,991 |
$83.5 B |
+$20.1 B |
-$3.61 B |
+$16.5 B |
VOO, AAPL, MSFT, IVV, JNJ
|
RESTATEMENT |
12/14/2017, 11:20 AM |
Q1 2017 |
3,775 |
$65.5 B |
+$4.04 B |
-$13.8 B |
-$9.73 B |
VOO, AAPL, IVV, MSFT, META
|
13F-HR |
5/5/2017, 07:54 PM |
Q4 2016 |
3,768 |
$71.8 B |
+$6.84 B |
-$3.56 B |
+$3.28 B |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
2/13/2017, 06:12 PM |
Q3 2016 |
3,756 |
$66.7 B |
+$4.43 B |
-$3.55 B |
+$886 M |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
11/14/2016, 12:42 PM |
Q2 2016 |
3,804 |
$63.3 B |
+$3.84 B |
-$3.25 B |
+$583 M |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
8/12/2016, 04:32 PM |
Q1 2016 |
3,962 |
$61.9 B |
+$6.17 B |
-$3.08 B |
+$3.09 B |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
5/13/2016, 03:13 PM |
Q4 2015 |
3,941 |
$58.6 B |
+$7.93 B |
-$2.87 B |
+$5.06 B |
VOO, AAPL, MSFT, IVV, XOM
|
13F-HR |
2/12/2016, 02:05 PM |
Q3 2015 |
3,258 |
$51.3 B |
+$8.89 B |
-$4.6 B |
+$4.29 B |
VOO, AAPL, MSFT, IVV, XOM
|
13F-HR |
11/16/2015, 11:43 AM |
Q2 2015 |
3,951 |
$51.2 B |
+$3.77 B |
-$1.74 B |
+$2.03 B |
AAPL, VOO, IVV, MSFT, XOM
|
13F-HR |
8/14/2015, 11:40 AM |
Q1 2015 |
3,942 |
$49.7 B |
+$3.85 B |
-$1.86 B |
+$1.98 B |
AAPL, VOO, XOM, MSFT, IVV
|
13F-HR |
5/15/2015, 07:12 PM |
Q4 2014 |
3,980 |
$47.4 B |
+$3 B |
-$2.07 B |
+$928 M |
AAPL, VOO, MSFT, XOM, IVV
|
13F-HR |
2/11/2015, 11:18 AM |
Q3 2014 |
3,807 |
$45.2 B |
+$2.52 B |
-$1.11 B |
+$1.41 B |
AAPL, VOO, XOM, MSFT, JNJ
|
13F-HR |
11/12/2014, 11:43 AM |
Q2 2014 |
3,722 |
$44.4 B |
+$3.12 B |
-$1.5 B |
+$1.62 B |
AAPL, VOO, XOM, MSFT, CVX
|
13F-HR |
8/12/2014, 12:00 PM |
Q1 2014 |
3,819 |
$42.2 B |
+$2.27 B |
-$1.49 B |
+$784 M |
AAPL, XOM, MSFT, GOOGLXXXX, VOO
|
13F-HR |
5/13/2014, 11:39 AM |
Q4 2013 |
3,814 |
$41.3 B |
$0 |
$0 |
|
AAPL, XOM, MSFT, GOOGLXXXX, CVX
|
13F-HR |
2/13/2014, 02:50 PM |