Q3 2024 |
1,313 |
$4.6B |
+$252M |
-$128M |
+$124M |
MSFT, AAPL, VOO, NVDA, VEA
|
13F-HR |
11/12/2024, 09:12 AM |
Q2 2024 |
1,254 |
$4.25B |
+$251M |
-$80M |
+$171M |
MSFT, AAPL, VOO, NVDA, VEA
|
13F-HR |
7/25/2024, 04:12 PM |
Q1 2024 |
1,250 |
$4.12B |
+$174M |
-$102M |
+$72.7M |
MSFT, AAPL, VOO, VEA, JPM
|
13F-HR |
4/24/2024, 10:49 AM |
Q4 2023 |
1,207 |
$3.78B |
+$198M |
-$123M |
+$74.9M |
MSFT, AAPL, VOO, VEA, JPM
|
13F-HR |
1/10/2024, 12:51 PM |
Q3 2023 |
1,151 |
$3.37B |
+$147M |
-$96.5M |
+$50.3M |
AAPL, MSFT, VOO, VEA, JPM
|
13F-HR |
11/14/2023, 01:58 PM |
Q2 2023 |
1,185 |
$3.45B |
+$220M |
-$77.8M |
+$143M |
AAPL, MSFT, VOO, VEA, JPM
|
13F-HR |
8/15/2023, 10:48 AM |
Q1 2023 |
1,156 |
$3.16B |
+$141M |
-$57.8M |
+$83.4M |
AAPL, MSFT, VEA, VOO, JPM
|
13F-HR |
5/3/2023, 04:05 PM |
Q4 2022 |
1,134 |
$2.97B |
+$128M |
-$79.9M |
+$48.5M |
AAPL, MSFT, VEA, VOO, JPM
|
13F-HR |
2/2/2023, 01:10 PM |
Q3 2022 |
1,068 |
$2.68B |
+$164M |
-$59.5M |
+$104M |
AAPL, MSFT, VOO, VEA, HD
|
13F-HR |
10/31/2022, 11:17 AM |
Q2 2022 |
1,082 |
$2.79B |
+$130M |
-$133M |
-$2.89M |
MSFT, AAPL, VOO, VEA, KO
|
13F-HR |
7/14/2022, 04:09 PM |
Q1 2022 |
1,159 |
$3.25B |
+$146M |
-$106M |
+$40M |
AAPL, MSFT, VOO, VEA, JPM
|
13F-HR |
5/12/2022, 04:06 PM |
Q4 2021 |
1,187 |
$3.36B |
+$208M |
-$104M |
+$104M |
MSFT, AAPL, VOO, VEA, HD
|
13F-HR |
1/31/2022, 02:34 PM |
Q3 2021 |
1,128 |
$3B |
+$121M |
-$85M |
+$36M |
MSFT, AAPL, VOO, VEA, JPM
|
13F-HR |
10/18/2021, 02:56 PM |
Q2 2021 |
1,125 |
$3.01B |
+$113M |
-$145M |
-$31.9M |
MSFT, AAPL, VOO, VEA, JPM
|
13F-HR |
7/20/2021, 05:20 PM |
Q1 2021 |
1,094 |
$2.87B |
+$217M |
-$110M |
+$106M |
MSFT, AAPL, VOO, VEA, KO
|
13F-HR |
4/30/2021, 05:41 PM |
Q4 2020 |
1,040 |
$2.61B |
+$149M |
-$129M |
+$19.9M |
AAPL, MSFT, KO, VEA, VOO
|
13F-HR |
1/13/2021, 04:43 PM |
Q3 2020 |
982 |
$2.32B |
+$207M |
-$41.3M |
+$166M |
AAPL, MSFT, FLGT, KO, VEA
|
13F-HR |
10/14/2020, 05:05 PM |
Q2 2020 |
932 |
$2.07B |
+$159M |
-$67M |
+$92.3M |
MSFT, AAPL, VEA, HD, KO
|
13F-HR |
7/16/2020, 12:13 PM |
Q1 2020 |
822 |
$1.69B |
+$110M |
-$91.6M |
+$18.5M |
MSFT, AAPL, VEA, KO, AGG
|
13F-HR |
4/17/2020, 02:24 PM |
Q4 2019 |
960 |
$2.1B |
+$97.7M |
-$69.7M |
+$28M |
MSFT, AAPL, VEA, KO, JPM
|
13F-HR |
1/14/2020, 03:58 PM |
Q3 2019 |
943 |
$1.94B |
+$140M |
-$47.8M |
+$91.8M |
MSFT, KO, AAPL, VEA, JPM
|
13F-HR |
10/24/2019, 03:34 PM |
Q2 2019 |
911 |
$1.82B |
+$77.1M |
-$49.1M |
+$28M |
MSFT, KO, AAPL, VEA, JPM
|
13F-HR |
7/15/2019, 02:57 PM |
Q1 2019 |
877 |
$1.73B |
+$75.1M |
-$64.1M |
+$11M |
MSFT, KO, AAPL, VEA, JPM
|
13F-HR |
4/15/2019, 04:04 PM |
Q4 2018 |
819 |
$1.55B |
+$80.5M |
-$92.5M |
-$12M |
KO, MSFT, AAPL, VEA, JPM
|
13F-HR |
1/29/2019, 12:48 PM |
Q3 2018 |
892 |
$1.78B |
+$72.9M |
-$33.6M |
+$39.3M |
AAPL, KO, MSFT, JPM, VEA
|
Restatement |
11/13/2018, 11:51 AM |
Q2 2018 |
860 |
$1.64B |
+$210M |
-$43.6M |
+$166M |
KO, AAPL, MSFT, VEA, JPM
|
Restatement |
11/26/2018, 10:07 AM |
Q1 2018 |
724 |
$1.45B |
+$56.1M |
-$54.1M |
+$2.05M |
AAPL, MSFT, JPM, VEA, KO
|
13F-HR |
4/5/2018, 02:03 PM |
Q4 2017 |
745 |
$1.49B |
+$49M |
-$39.1M |
+$9.89M |
AAPL, MSFT, JPM, KO, XOM
|
13F-HR |
2/2/2018, 01:10 PM |
Q3 2017 |
731 |
$1.4B |
+$56M |
-$46.1M |
+$9.95M |
AAPL, KO, MSFT, JPM, XOM
|
13F-HR |
10/24/2017, 10:38 AM |
Q2 2017 |
724 |
$1.34B |
+$52.4M |
-$58.3M |
-$5.92M |
AAPL, KO, MSFT, JPM, XOM
|
13F-HR |
8/10/2017, 01:03 PM |
Q1 2017 |
705 |
$1.32B |
+$74.4M |
-$60.8M |
+$13.6M |
AAPL, KO, XOM, MRK, MSFT
|
13F-HR |
4/7/2017, 01:08 PM |
Q4 2016 |
712 |
$1.25B |
+$94.5M |
-$32.7M |
+$61.8M |
XOM, KO, AAPL, JPM, MSFT
|
13F-HR |
1/19/2017, 02:22 PM |
Q3 2016 |
681 |
$1.16B |
+$44.8M |
-$34.3M |
+$10.4M |
KO, XOM, JNJ, AAPL, PG
|
13F-HR |
10/11/2016, 03:12 PM |
Q2 2016 |
676 |
$1.14B |
+$59.5M |
-$27.3M |
+$32.2M |
KO, XOM, JNJ, PG, MRK
|
Restatement |
10/26/2016, 03:05 PM |
Q1 2016 |
680 |
$1.07B |
+$91M |
-$121M |
-$30.2M |
KO, XOM, JNJ, AAPL, PG
|
Restatement |
10/26/2016, 02:46 PM |
Q4 2015 |
685 |
$1.08B |
+$189M |
-$35.7M |
+$153M |
KO, EFA, XOM, AAPL, MSFT
|
13F-HR |
1/13/2016, 09:20 AM |
Q3 2015 |
629 |
$889M |
+$63.3M |
-$47.2M |
+$16M |
KO, XOM, AAPL, PG, MSFT
|
13F-HR |
11/5/2015, 12:13 PM |
Q2 2015 |
642 |
$943M |
+$56.1M |
-$31.9M |
+$24.3M |
KO, AAPL, XOM, PG, MSFT
|
13F-HR |
7/13/2015, 02:20 PM |
Q1 2015 |
654 |
$934M |
+$65.4M |
-$57.6M |
+$7.77M |
KO, AAPL, XOM, PFE, PG
|
13F-HR |
4/22/2015, 10:09 AM |
Q4 2014 |
643 |
$930M |
+$71.4M |
-$37.5M |
+$33.9M |
KO, XOM, AAPL, MSFT, JPM
|
13F-HR |
2/25/2015, 12:26 PM |
Q3 2014 |
622 |
$874M |
+$36.5M |
-$25.2M |
+$11.3M |
KO, XOM, AAPL, MSFT, JNK
|
13F-HR |
10/10/2014, 10:48 AM |
Q2 2014 |
632 |
$873M |
+$67.2M |
-$22.2M |
+$45.1M |
KO, XOM, AAPL, JNK, CVX
|
13F-HR |
8/4/2014, 09:21 AM |
Q1 2014 |
604 |
$813M |
+$65.8M |
-$23.3M |
+$42.5M |
XOM, KO, JNK, AAPL, PFE
|
13F-HR |
5/5/2014, 12:18 PM |
Q4 2013 |
587 |
$762M |
$0 |
$0 |
|
XOM, KO, AAPL, JNK, CVX
|
13F-HR |
1/29/2014, 09:34 AM |