Q2 2024 |
210 |
$264M |
+$7.88M |
-$18.3M |
-$10.4M |
MSFT, AAPL, MMM, IVV, SPY
|
13F-HR |
8/13/2024, 02:45 PM |
Q1 2024 |
211 |
$257M |
+$12.1M |
-$9.06M |
+$3.05M |
MSFT, MMM, AAPL, IVV, SPY
|
13F-HR |
5/13/2024, 02:27 PM |
Q4 2023 |
202 |
$259M |
+$7.62M |
-$22.5M |
-$14.9M |
MSFT, MMM, AAPL, IVV, FLOT
|
13F-HR |
2/2/2024, 07:44 PM |
Q3 2023 |
206 |
$249M |
+$10M |
-$13.9M |
-$3.87M |
MSFT, AAPL, MMM, FLOT, IGSB
|
13F-HR |
11/9/2023, 03:20 PM |
Q2 2023 |
203 |
$268M |
+$11.8M |
-$9.33M |
+$2.49M |
MSFT, AAPL, MMM, FLOT, IGSB
|
13F-HR |
8/8/2023, 12:01 PM |
Q1 2023 |
201 |
$257M |
+$10.3M |
-$17.4M |
-$7.04M |
MMM, MSFT, AAPL, FLOT, IGSB
|
13F-HR |
5/9/2023, 01:13 PM |
Q4 2022 |
200 |
$256M |
+$14.9M |
-$16M |
-$1.1M |
MMM, MSFT, IGSB, AAPL, JNJ
|
Restatement |
2/16/2023, 02:34 PM |
Q3 2022 |
197 |
$240M |
+$17.4M |
-$16.2M |
+$1.24M |
MMM, IGSB, MSFT, AAPL, JNJ
|
13F-HR |
11/8/2022, 02:09 PM |
Q2 2022 |
214 |
$255M |
+$7.96M |
-$28.4M |
-$20.5M |
MMM, IGSB, MSFT, AAPL, EFR
|
13F-HR |
8/16/2022, 04:36 PM |
Q1 2022 |
223 |
$323M |
+$20M |
-$14.7M |
+$5.31M |
MMM, IGSB, MSFT, AAPL, EFR
|
13F-HR |
5/12/2022, 02:08 PM |
Q4 2021 |
231 |
$338M |
+$12M |
-$13.9M |
-$1.82M |
MMM, IGSB, MSFT, AAPL, EFR
|
13F-HR |
2/11/2022, 01:32 PM |
Q3 2021 |
230 |
$326M |
+$9.66M |
-$27.1M |
-$17.5M |
MMM, IGSB, MSFT, AAPL, NEAR
|
13F-HR |
11/10/2021, 12:15 PM |
Q2 2021 |
236 |
$331M |
+$27.4M |
-$20M |
+$7.47M |
MMM, IGSB, MSFT, AAPL, NEAR
|
13F-HR |
8/12/2021, 05:20 PM |
Q1 2021 |
234 |
$315M |
+$16.9M |
-$13.6M |
+$3.23M |
MMM, IGSB, MSFT, AAPL, JNJ
|
13F-HR |
5/12/2021, 11:53 AM |
Q4 2020 |
226 |
$283M |
+$16.3M |
-$19.4M |
-$3.11M |
MMM, IGSB, AAPL, MSFT, JNJ
|
13F-HR |
2/16/2021, 01:42 PM |
Q3 2020 |
215 |
$246M |
+$16M |
-$11M |
+$5.03M |
MMM, IGSB, MSFT, AAPL, JNJ
|
13F-HR |
11/16/2020, 04:07 PM |
Q2 2020 |
211 |
$236M |
+$16.6M |
-$10.3M |
+$6.33M |
MMM, IGSB, MSFT, AAPL, JNJ
|
13F-HR |
8/12/2020, 03:44 PM |
Q1 2020 |
204 |
$197M |
+$11.9M |
-$30.6M |
-$18.7M |
MMM, IGSB, MSFT, EHTH, JNJ
|
13F-HR |
5/13/2020, 03:42 PM |
Q4 2019 |
222 |
$256M |
+$5.19M |
-$36.7M |
-$31.6M |
MMM, IGSB, MSFT, AAPL, JNJ
|
13F-HR |
2/12/2020, 01:54 PM |
Q3 2019 |
231 |
$267M |
+$10.7M |
-$11.1M |
-$388K |
MMM, IGSB, MSFT, JNJ, AAPL
|
13F-HR |
11/14/2019, 11:31 AM |
Q2 2019 |
229 |
$268M |
+$12.1M |
-$11.3M |
+$768K |
MMM, IGSB, MSFT, EHTH, JNJ
|
13F-HR |
8/14/2019, 02:58 PM |
Q1 2019 |
226 |
$272M |
+$15.2M |
-$12.1M |
+$3.14M |
MMM, IGSB, MSFT, JNJ, EHTH
|
13F-HR |
5/13/2019, 05:20 PM |
Q4 2018 |
215 |
$243M |
+$10.1M |
-$17.1M |
-$6.99M |
MMM, IGSB, JNJ, MSFT, EHTH
|
Restatement |
5/10/2019, 05:28 PM |
Q3 2018 |
231 |
$283M |
+$21.6M |
-$29.3M |
-$7.74M |
MMM, IGSB, MSFT, JNJ, AAPL
|
Restatement |
5/10/2019, 05:22 PM |
Q2 2018 |
236 |
$280M |
+$20.4M |
-$19.5M |
+$955K |
MMM, IGSB, SVU, MSFT, JNJ
|
Restatement |
5/10/2019, 05:18 PM |
Q1 2018 |
241 |
$272M |
+$32.4M |
-$27.9M |
+$4.56M |
MMM, IGSB, JNJ, MSFT, SHY
|
Restatement |
5/10/2019, 05:11 PM |
Q4 2017 |
219 |
$274M |
+$11.5M |
-$12.4M |
-$886K |
MMM, IGSB, JNJ, MSFT, SHY
|
13F-HR |
2/13/2018, 02:58 PM |
Q3 2017 |
219 |
$260M |
+$14.6M |
-$17.7M |
-$3.08M |
MMM, IGSB, JNJ, SHY, MSFT
|
13F-HR |
11/13/2017, 01:25 PM |
Q2 2017 |
219 |
$254M |
+$11.1M |
-$19.1M |
-$7.93M |
MMM, IGSB, JNJ, MSFT, XOM
|
13F-HR |
8/10/2017, 09:23 AM |
Q1 2017 |
212 |
$246M |
+$13.9M |
-$11.3M |
+$2.59M |
MMM, IGSB, JNJ, XOM, MSFT
|
13F-HR |
5/15/2017, 03:36 PM |
Q4 2016 |
208 |
$236M |
+$9.89M |
-$13.6M |
-$3.73M |
MMM, IGSB, JNJ, XOM, MSFT
|
13F-HR |
2/13/2017, 02:21 PM |
Q3 2016 |
214 |
$235M |
+$7.18M |
-$22M |
-$14.8M |
MMM, IGSB, JNJ, XOM, SHY
|
13F-HR |
11/10/2016, 05:40 PM |
Q2 2016 |
213 |
$238M |
+$11.2M |
-$11.7M |
-$467K |
MMM, IGSB, JNJ, XOM, GE
|
13F-HR |
8/12/2016, 04:48 PM |
Q1 2016 |
214 |
$234M |
+$11.7M |
-$9.41M |
+$2.27M |
MMM, IGSB, JNJ, XOM, GE
|
13F-HR |
5/11/2016, 01:10 PM |
Q4 2015 |
210 |
$226M |
+$12.9M |
-$14.1M |
-$1.26M |
MMM, IGSB, JNJ, XOM, GE
|
13F-HR |
2/11/2016, 11:23 AM |
Q3 2015 |
219 |
$216M |
+$10.6M |
-$8.64M |
+$1.97M |
MMM, IGSB, JNJ, IGIB, XOM
|
13F-HR |
11/12/2015, 03:26 PM |
Q2 2015 |
213 |
$233M |
+$22.3M |
-$34.4M |
-$12M |
MMM, IGSB, JNJ, XOM, IGIB
|
13F-HR |
8/13/2015, 11:08 AM |
Q1 2015 |
213 |
$247M |
+$13.9M |
-$69.7M |
-$55.8M |
MMM, JNJ, XOM, SWKS, AAPL
|
13F-HR |
5/13/2015, 12:39 PM |
Q4 2014 |
218 |
$297M |
+$22.5M |
-$31.1M |
-$8.57M |
MMM, IGSB, JNJ, XOM, SWKS
|
13F-HR |
2/13/2015, 02:28 PM |
Q3 2014 |
221 |
$293M |
+$24.6M |
-$16.5M |
+$8.17M |
MMM, IGSB, JNJ, XOM, MSFT
|
13F-HR |
11/13/2014, 04:56 PM |
Q2 2014 |
214 |
$290M |
$0 |
$0 |
|
MMM, IGSB, XOM, JNJ, SWKS
|
New Holdings |
9/17/2014, 03:13 PM |
Q2 2014 |
214 |
$290M |
+$24.5M |
-$26M |
-$1.5M |
MMM, IGSB, XOM, JNJ, SWKS
|
13F-HR |
8/12/2014, 02:24 PM |
Q1 2014 |
224 |
$292M |
$0 |
$0 |
|
MMM, IGSB, XOM, JNJ, MSFT
|
New Holdings |
9/17/2014, 03:12 PM |
Q1 2014 |
224 |
$292M |
+$19.3M |
-$16.8M |
+$2.5M |
MMM, IGSB, XOM, JNJ, MSFT
|
13F-HR |
5/14/2014, 12:13 PM |
Q4 2013 |
234 |
$285M |
$0 |
$0 |
|
MMM, IGSB, XOM, JNJ, MSFT
|
New Holdings |
9/17/2014, 03:11 PM |
Q4 2013 |
220 |
$256M |
$0 |
$0 |
|
MMM, XOM, JNJ, MSFT, CVX
|
13F-HR |
2/13/2014, 04:07 PM |
Q3 2013 |
231 |
$290M |
$0 |
$0 |
|
MMM, IGSB, JNJ, XOM, CVX
|
New Holdings |
9/17/2014, 03:10 PM |
Q2 2013 |
229 |
$288M |
$0 |
$0 |
|
MMM, IGSB, XOM, JNJ, MSFT
|
New Holdings |
9/17/2014, 03:09 PM |