Q3 2024 |
105 |
$289M |
+$5.7M |
-$2.77M |
+$2.92M |
MSFT, VCSH, ADP, VOO, VTIP
|
13F-HR |
11/12/2024, 12:44 PM |
Q2 2024 |
102 |
$276M |
+$2.22M |
-$2.13M |
+$90.7K |
MSFT, VCSH, VTIP, VOO, ADP
|
13F-HR |
7/25/2024, 03:51 PM |
Q1 2024 |
101 |
$274M |
+$2.83M |
-$5.29M |
-$2.46M |
MSFT, VCSH, ADP, VTIP, VOO
|
13F-HR |
5/2/2024, 06:30 PM |
Q4 2023 |
99 |
$255M |
+$5.04M |
-$4.38M |
+$662K |
MSFT, VCSH, VTIP, ADP, VOO
|
13F-HR |
1/18/2024, 06:40 PM |
Q3 2023 |
95 |
$237M |
+$2.62M |
-$4.29M |
-$1.67M |
MSFT, VCSH, VTIP, ADP, VOO
|
13F-HR |
11/8/2023, 12:31 PM |
Q2 2023 |
98 |
$242M |
+$2.96M |
-$3.5M |
-$542K |
MSFT, VCSH, VTIP, VOO, ADP
|
13F-HR |
8/8/2023, 06:07 PM |
Q1 2023 |
97 |
$233M |
+$4.73M |
-$9.15M |
-$4.41M |
MSFT, VTIP, VCSH, ADP, VOO
|
13F-HR |
5/10/2023, 06:02 PM |
Q4 2022 |
95 |
$232M |
+$2.62M |
-$3.03M |
-$409K |
MSFT, VTIP, VCSH, ADP, VOO
|
13F-HR |
2/1/2023, 12:08 PM |
Q3 2022 |
92 |
$217M |
+$5.71M |
-$3.66M |
+$2.05M |
VTIP, MSFT, VCSH, ADP, VOO
|
13F-HR |
11/14/2022, 12:33 PM |
Q2 2022 |
94 |
$235M |
+$1.74M |
-$4.18M |
-$2.44M |
VTIP, MSFT, VCSH, ADP, VOO
|
13F-HR |
8/10/2022, 05:54 PM |
Q1 2022 |
101 |
$267M |
+$8.98M |
-$5.24M |
+$3.74M |
MSFT, VTIP, VCSH, VOO, ADP
|
13F-HR |
5/10/2022, 02:27 PM |
Q4 2021 |
104 |
$276M |
+$11.8M |
-$8.21M |
+$3.55M |
MSFT, VTIP, VCSH, VOO, ADP
|
13F-HR |
2/8/2022, 11:37 AM |
Q3 2021 |
104 |
$254M |
+$48.7M |
-$4.39M |
+$44.3M |
MSFT, VCSH, VOO, VTIP, ADP
|
13F-HR |
11/12/2021, 11:13 AM |
Q2 2021 |
97 |
$209M |
+$3.52M |
-$5.32M |
-$1.8M |
MSFT, VOO, ADP, SIVB, DIS
|
13F-HR |
8/6/2021, 12:33 PM |
Q1 2021 |
97 |
$198M |
+$7.97M |
-$4.08M |
+$3.89M |
MSFT, VOO, ADP, DIS, AMGN
|
13F-HR |
5/5/2021, 11:35 AM |
Q4 2020 |
91 |
$180M |
+$13.7M |
-$9.75M |
+$3.98M |
MSFT, VOO, ADP, DIS, ECL
|
13F-HR |
2/2/2021, 06:20 PM |
Q3 2020 |
86 |
$154M |
+$5.06M |
-$287K |
+$4.77M |
MSFT, VOO, AMGN, ADP, ECL
|
13F-HR |
11/12/2020, 11:10 AM |
Q2 2020 |
74 |
$144M |
+$5.46M |
-$8.56M |
-$3.1M |
MSFT, VOO, ADP, AMGN, ECL
|
13F-HR |
7/14/2020, 01:07 PM |
Q1 2020 |
70 |
$126M |
+$2.44M |
-$3.17M |
-$725K |
MSFT, VOO, ADP, AMGN, ECL
|
13F-HR |
4/29/2020, 01:22 PM |
Q4 2019 |
80 |
$162M |
+$2.41M |
-$4.44M |
-$2.03M |
MSFT, VOO, ADP, AMGN, ECL
|
13F-HR |
1/29/2020, 04:34 PM |
Q3 2019 |
79 |
$151M |
+$13M |
-$220K |
+$12.8M |
MSFT, ADP, VOO, ECL, PG
|
13F-HR |
10/30/2019, 02:43 PM |
Q2 2019 |
70 |
$141M |
+$2.39M |
-$1.59M |
+$807K |
MSFT, ADP, VOO, ECL, DIS
|
13F-HR |
8/12/2019, 01:59 PM |
Q1 2019 |
66 |
$134M |
+$2.3M |
-$741K |
+$1.56M |
MSFT, ADP, VOO, ECL, AMGN
|
13F-HR |
5/13/2019, 02:55 PM |
Q4 2018 |
62 |
$119M |
+$689K |
-$13.6M |
-$12.9M |
MSFT, ADP, AMGN, VOO, DIS
|
13F-HR |
2/11/2019, 02:50 PM |
Q3 2018 |
69 |
$155M |
+$1.92M |
-$1.41M |
+$503K |
MSFT, ADP, AMGN, VOO, DIS
|
13F-HR |
11/14/2018, 01:10 PM |
Q2 2018 |
67 |
$145M |
+$4.51M |
-$6.65M |
-$2.14M |
MSFT, ADP, AMGN, VOO, DIS
|
13F-HR |
8/13/2018, 02:05 PM |
Q1 2018 |
68 |
$142M |
+$750K |
-$4.09M |
-$3.34M |
MSFT, ADP, VOO, AMGN, JNJ
|
13F-HR |
5/1/2018, 06:44 PM |
Q4 2017 |
72 |
$150M |
+$270K |
-$10.6M |
-$10.4M |
MSFT, ADP, VOO, AMGN, JNJ
|
13F-HR |
2/12/2018, 06:52 PM |
Q3 2017 |
76 |
$154M |
+$2.03M |
-$4.71M |
-$2.69M |
MSFT, ADP, AMGN, VOO, JNJ
|
13F-HR |
11/8/2017, 06:35 PM |
Q2 2017 |
77 |
$153M |
+$4.66M |
-$3.92M |
+$738K |
MSFT, ADP, AMGN, JNJ, DIS
|
13F-HR |
8/2/2017, 02:31 PM |
Q1 2017 |
75 |
$155M |
+$3.13M |
-$11.2M |
-$8.03M |
MSFT, ADP, DIS, AMGN, JNJ
|
13F-HR |
5/3/2017, 06:50 PM |
Q4 2016 |
79 |
$159M |
+$1.8M |
-$1.48M |
+$324K |
MSFT, ADP, DIS, AMGN, SLB
|
13F-HR |
2/10/2017, 01:44 PM |
Q3 2016 |
75 |
$152M |
+$1.81M |
-$4.15M |
-$2.35M |
MSFT, ADP, AMGN, JNJ, DIS
|
13F-HR |
11/14/2016, 04:58 PM |
Q2 2016 |
74 |
$150M |
+$1.48M |
-$3.74M |
-$2.26M |
MSFT, ADP, AMGN, DIS, JNJ
|
13F-HR |
8/9/2016, 05:58 PM |
Q1 2016 |
72 |
$151M |
+$3.53M |
-$7.11M |
-$3.58M |
MSFT, ADP, AMGN, DIS, PEP
|
13F-HR |
5/11/2016, 01:20 PM |
Q4 2015 |
73 |
$154M |
+$7.29M |
-$5.39M |
+$1.91M |
MSFT, ADP, AMGN, DIS, TEVA
|
13F-HR |
2/5/2016, 01:57 PM |
Q3 2015 |
67 |
$146M |
+$2.82M |
-$4.37M |
-$1.54M |
MSFT, ADP, DIS, AMGN, PEP
|
13F-HR |
11/12/2015, 03:47 PM |
Q2 2015 |
74 |
$163M |
+$2.6M |
-$1.08M |
+$1.52M |
DIS, MSFT, ADP, AMGN, SLB
|
13F-HR |
8/12/2015, 03:50 PM |
Q1 2015 |
73 |
$161M |
+$3.79M |
-$2.46M |
+$1.33M |
ADP, AMGN, DIS, MSFT, WBA
|
13F-HR |
5/7/2015, 04:25 PM |
Q4 2014 |
72 |
$162M |
+$13M |
-$5.43M |
+$7.62M |
MSFT, HPQ, ADP, AMGN, PG
|
13F-HR |
2/13/2015, 03:27 PM |
Q3 2014 |
64 |
$153M |
+$4.3M |
-$1.92M |
+$2.37M |
ADP, MSFT, SLB, IBM, HPQ
|
Restatement |
11/10/2014, 03:44 PM |
Q2 2014 |
60 |
$153M |
+$2.1M |
-$8.88M |
-$6.78M |
SLB, ADP, DVN, MSFT, IBM
|
13F-HR |
8/12/2014, 12:59 PM |
Q1 2014 |
58 |
$155M |
+$5.14M |
-$4.23M |
+$909K |
ADP, SLB, IBM, MSFT, ECL
|
13F-HR |
5/5/2014, 04:34 PM |
Q4 2013 |
55 |
$150M |
$0 |
$0 |
|
ADP, IBM, SLB, ECL, MSFT
|
13F-HR |
2/11/2014, 06:44 PM |