Q2 2021 |
160 |
$730M |
+$45.1M |
-$45.9M |
-$724K |
MSFT, VTI, VONE, AAPL, QQQ
|
13F-HR |
8/13/2021, 06:12 PM |
Q1 2021 |
155 |
$686M |
+$69.8M |
-$46.8M |
+$23M |
MSFT, QQQ, AAPL, VONE, VTI
|
13F-HR |
5/7/2021, 05:34 PM |
Q4 2020 |
141 |
$642M |
+$68.8M |
-$16.6M |
+$52.2M |
QQQ, MSFT, AAPL, XLNX, VONE
|
13F-HR |
2/16/2021, 03:43 PM |
Q3 2020 |
132 |
$556M |
+$89.9M |
-$32.3M |
+$57.5M |
MSFT, QQQ, AAPL, HD, INTC
|
13F-HR |
11/12/2020, 06:01 PM |
Q2 2020 |
128 |
$472M |
+$23.9M |
-$36.7M |
-$12.8M |
MSFT, INTC, AAPL, HD, XLNX
|
13F-HR |
7/16/2020, 01:03 PM |
Q1 2020 |
119 |
$404M |
+$1.06M |
-$130M |
-$129M |
MSFT, INTC, AAPL, ADP, HD
|
13F-HR |
5/6/2020, 05:21 PM |
Q4 2019 |
140 |
$636M |
+$22.5M |
-$26.9M |
-$4.46M |
MSFT, INTC, HD, ADP, AAPL
|
13F-HR |
2/11/2020, 07:37 PM |
Q3 2019 |
133 |
$600M |
+$89.8M |
-$42.6M |
+$47.2M |
MSFT, HD, MCD, SBUX, ADP
|
13F-HR |
10/8/2019, 08:20 AM |
Q2 2019 |
120 |
$537M |
+$46.3M |
-$47.4M |
-$1.16M |
MSFT, HD, MCD, ADP, XLNX
|
13F-HR |
7/16/2019, 05:45 PM |
Q1 2019 |
122 |
$538M |
+$58.3M |
-$43.2M |
+$15.1M |
MSFT, XLNX, ADP, HD, INTC
|
13F-HR |
4/5/2019, 10:43 AM |
Q4 2018 |
114 |
$458M |
+$25.2M |
-$28.7M |
-$3.57M |
MSFT, MCD, HD, INTC, ADP
|
13F-HR |
1/11/2019, 09:35 AM |
Q3 2018 |
111 |
$498M |
+$37.1M |
-$38.2M |
-$1.12M |
MSFT, HD, ADP, INTC, MCD
|
13F-HR |
10/18/2018, 11:48 AM |
Q2 2018 |
111 |
$474M |
+$22.8M |
-$22.4M |
+$404K |
MSFT, HD, INTC, ADP, MCD
|
13F-HR |
7/19/2018, 10:28 AM |
Q1 2018 |
108 |
$468M |
+$26M |
-$84.7M |
-$58.8M |
INTC, MSFT, HD, MCD, JNJ
|
13F-HR |
4/17/2018, 12:53 PM |
Q4 2017 |
119 |
$548M |
+$32.1M |
-$22M |
+$10.1M |
BND, HD, MSFT, MCD, INTC
|
13F-HR |
1/30/2018, 10:12 AM |
Q3 2017 |
125 |
$507M |
+$21.6M |
-$21.9M |
-$301K |
BND, HD, BIV, MCD, MSFT
|
13F-HR |
11/8/2017, 02:13 PM |
Q2 2017 |
116 |
$495M |
+$8.3M |
-$10.5M |
-$2.16M |
BND, HD, BIV, MCD, JNJ
|
13F-HR |
8/11/2017, 09:51 AM |
Q1 2017 |
115 |
$495M |
+$56.8M |
-$24.7M |
+$32.1M |
BND, BIV, HD, PM, MSFT
|
13F-HR |
5/4/2017, 03:45 PM |
Q4 2016 |
112 |
$447M |
+$42.2M |
-$45M |
-$2.86M |
BIV, XOM, HD, ADP, MSFT
|
13F-HR |
1/30/2017, 10:05 AM |
Q3 2016 |
105 |
$436M |
+$62.3M |
-$48.1M |
+$14.2M |
BND, XOM, BIV, MSFT, BSV
|
13F-HR |
10/28/2016, 03:35 PM |
Q2 2016 |
108 |
$434M |
+$25.7M |
-$15.3M |
+$10.4M |
BND, BIV, BMY, BSV, HD
|
13F-HR |
8/5/2016, 09:57 AM |
Q1 2016 |
102 |
$411M |
+$36.9M |
-$31.2M |
+$5.65M |
BND, HD, BSV, BIV, MCD
|
13F-HR |
5/4/2016, 12:11 PM |
Q4 2015 |
104 |
$388M |
+$33M |
-$27.5M |
+$5.45M |
BND, BSV, HD, BMY, CB
|
13F-HR |
2/5/2016, 06:04 PM |
Q3 2015 |
91 |
$365M |
+$26.2M |
-$30.9M |
-$4.76M |
BND, BSV, NKE, HD, BIV
|
13F-HR |
11/3/2015, 12:47 PM |
Q2 2015 |
106 |
$387M |
+$20.9M |
-$17.3M |
+$3.53M |
BND, BSV, BMY, HD, BIV
|
13F-HR |
8/6/2015, 05:57 PM |
Q1 2015 |
107 |
$392M |
+$28.5M |
-$29.1M |
-$538K |
BND, BSV, BMY, HD, BIV
|
13F-HR |
5/12/2015, 10:20 AM |
Q4 2014 |
109 |
$400M |
+$11.5M |
-$5.89M |
+$5.64M |
BND, BSV, BMY, INTC, HD
|
13F-HR |
1/29/2015, 05:28 PM |
Q3 2014 |
106 |
$385M |
+$21.1M |
-$21.3M |
-$235K |
BND, BSV, INTC, BIV, BMY
|
13F-HR |
10/28/2014, 12:28 PM |
Q2 2014 |
109 |
$388M |
+$11.9M |
-$10.1M |
+$1.79M |
BND, BSV, BIV, JNJ, INTC
|
13F-HR |
7/30/2014, 11:37 AM |
Q1 2014 |
115 |
$376M |
+$24M |
-$15.4M |
+$8.6M |
BND, BIV, BMY, BSV, JNJ
|
13F-HR |
4/25/2014, 02:46 PM |
Q4 2013 |
114 |
$365M |
$0 |
$0 |
|
BND, BIV, BMY, BSV, VCIT
|
Restatement |
2/11/2014, 06:31 PM |