Q4 2019 |
6,306 |
$15.3B |
+$1.3B |
-$1.27B |
+$29.6M |
AAPL, IVV, VEA, MSFT, BRKB
|
13F-HR |
2/14/2020, 04:15 PM |
Q3 2019 |
5,744 |
$14.4B |
+$1.22B |
-$714M |
+$503M |
AAPL, IVV, USMV, VEA, SPY
|
13F-HR |
11/14/2019, 10:13 AM |
Q2 2019 |
5,638 |
$13.8B |
+$1.1B |
-$719M |
+$384M |
AAPL, IVV, VEA, SPY, AMZN
|
13F-HR |
8/15/2019, 10:41 AM |
Q1 2019 |
5,583 |
$13.1B |
+$1.36B |
-$611M |
+$750M |
AAPL, IVV, VEA, BRKB, AMZN
|
13F-HR |
5/15/2019, 04:40 PM |
Q4 2018 |
5,655 |
$11.1B |
+$1.53B |
-$856M |
+$678M |
AAPL, IVV, VEA, BRKB, AMZN
|
13F-HR |
2/14/2019, 04:30 PM |
Q3 2018 |
5,471 |
$11.9B |
+$2.02B |
-$1.43B |
+$588M |
AAPL, VEA, BRKB, AMZN, IVV
|
13F-HR |
11/14/2018, 03:57 PM |
Q2 2018 |
5,662 |
$10.5B |
+$98.6K |
-$52.7M |
-$52.6M |
AAPL, VEA, BRKB, SPY, IVW
|
13F-HR |
8/15/2018, 05:07 PM |
Q1 2018 |
5,506 |
$10.7B |
+$1.11B |
-$663M |
+$448M |
AAPL, VEA, BRKB, SPY, IVW
|
13F-HR |
5/15/2018, 04:59 PM |
Q4 2017 |
5,406 |
$10.5B |
+$1.27B |
-$372M |
+$900M |
AAPL, VEA, BRKB, SPY, IWF
|
13F-HR |
2/14/2018, 05:34 PM |
Q3 2017 |
5,298 |
$9.2B |
+$974M |
-$566M |
+$407M |
AAPL, SPY, IVW, VEA, BRKB
|
13F-HR |
11/14/2017, 05:48 PM |
Q2 2017 |
5,193 |
$8.51B |
+$904M |
-$415M |
+$489M |
AAPL, IVW, SPY, IWF, VEA
|
13F-HR |
8/14/2017, 03:40 PM |
Q1 2017 |
5,169 |
$7.88B |
+$888M |
-$460M |
+$428M |
SPY, AAPL, IWF, IVW, IWD
|
13F-HR |
5/15/2017, 04:12 PM |
Q4 2016 |
5,262 |
$7.18B |
+$787M |
-$377M |
+$410M |
SPY, AAPL, IWF, IWD, BRKB
|
13F-HR |
2/14/2017, 05:20 PM |
Q3 2016 |
5,050 |
$6.68B |
+$727M |
-$421M |
+$306M |
AAPL, IWF, SPY, IWM, IWD
|
13F-HR |
11/14/2016, 03:51 PM |
Q2 2016 |
5,056 |
$6.26B |
+$754M |
-$324M |
+$430M |
AAPL, IWS, IWF, SPY, IWD
|
13F-HR |
8/15/2016, 04:18 PM |
Q1 2016 |
4,981 |
$5.68B |
+$819M |
-$623M |
+$196M |
AAPL, IWF, IWD, SPY, IVE
|
13F-HR |
5/16/2016, 04:33 PM |
Q4 2015 |
4,981 |
$5.41B |
+$747M |
-$338M |
+$410M |
AAPL, SPY, IVW, IWF, IWD
|
13F-HR |
2/16/2016, 03:48 PM |
Q3 2015 |
4,915 |
$4.85B |
+$489M |
-$629M |
-$140M |
AAPL, IVW, IWD, BRKB, IWP
|
13F-HR |
11/16/2015, 04:15 PM |
Q2 2015 |
4,883 |
$5.41B |
+$621M |
-$336M |
+$285M |
AAPL, IWP, IWD, IWO, BRKB
|
13F-HR |
8/14/2015, 03:58 PM |
Q1 2015 |
4,811 |
$5.21B |
+$1.17B |
-$516M |
+$658M |
AAPL, IWP, IWD, VTI, IWO
|
13F-HR |
5/15/2015, 04:38 PM |
Q4 2014 |
4,502 |
$4.52B |
+$1.31B |
-$524M |
+$782M |
SPY, AAPL, IVW, IWD, VTI
|
13F-HR |
2/13/2015, 12:37 PM |
Q3 2014 |
3,937 |
$3.67B |
+$550M |
-$474M |
+$76.1M |
HYG, IVW, JNK, AAPL, IWF
|
13F-HR |
11/14/2014, 03:59 PM |
Q2 2014 |
3,903 |
$3.65B |
+$607M |
-$464M |
+$143M |
IWS, HYG, JNK, IWF, IWD
|
13F-HR |
8/14/2014, 04:59 PM |
Q1 2014 |
3,761 |
$3.43B |
+$566M |
-$394M |
+$172M |
IVV, IWM, JNK, HYG, IWF
|
13F-HR |
5/15/2014, 11:36 AM |
Q4 2013 |
3,748 |
$3.24B |
$0 |
$0 |
|
IVV, IJH, IWO, JNK, HYG
|
13F-HR |
2/14/2014, 02:23 PM |