Q3 2024 |
1,547 |
$7.47B |
+$359M |
-$182M |
+$178M |
NVDA, AAPL, MSFT, SPY, GOOG
|
13F-HR |
10/21/2024, 12:42 PM |
Q2 2024 |
1,516 |
$7.05B |
+$756M |
-$293M |
+$463M |
NVDA, MSFT, AAPL, GOOG, SPY
|
13F-HR |
7/26/2024, 06:33 PM |
Q1 2024 |
1,509 |
$6.86B |
+$291M |
-$161M |
+$130M |
MSFT, NVDA, AAPL, SPY, IVV
|
13F-HR |
5/2/2024, 03:12 PM |
Q4 2023 |
1,505 |
$6.17B |
+$161M |
-$257M |
-$95.7M |
AAPL, MSFT, SPY, IVV, NVDA
|
13F-HR |
1/11/2024, 12:32 PM |
Q3 2023 |
1,674 |
$5.63B |
+$174M |
-$97M |
+$77M |
AAPL, MSFT, SPY, IVV, GOOG
|
13F-HR |
10/27/2023, 10:35 AM |
Q2 2023 |
1,561 |
$5.75B |
+$85.9M |
-$289M |
-$203M |
AAPL, MSFT, SPY, IVV, NVDA
|
13F-HR |
7/24/2023, 11:12 AM |
Q1 2023 |
1,604 |
$5.49B |
+$166M |
-$137M |
+$28.5M |
AAPL, MSFT, SPY, IVV, GOOG
|
13F-HR |
4/21/2023, 04:15 PM |
Q4 2022 |
1,622 |
$5.14B |
+$183M |
-$216M |
-$32.5M |
AAPL, MSFT, SPY, IVV, BRKA
|
13F-HR |
1/25/2023, 06:02 AM |
Q3 2022 |
1,665 |
$4.77B |
+$353M |
-$114M |
+$238M |
AAPL, MSFT, SPY, IVV, GOOG
|
13F-HR |
10/21/2022, 12:37 PM |
Q2 2022 |
1,675 |
$4.95B |
+$205M |
-$115M |
+$89.8M |
AAPL, MSFT, SPY, IVV, GOOG
|
13F-HR |
7/28/2022, 06:06 AM |
Q1 2022 |
1,701 |
$5.93B |
+$249M |
-$104M |
+$145M |
AAPL, MSFT, SPY, GOOG, IVV
|
13F-HR |
4/29/2022, 05:06 PM |
Q4 2021 |
1,575 |
$6.15B |
+$207M |
-$56.2M |
+$151M |
AAPL, MSFT, SPY, GOOG, IVV
|
13F-HR |
1/19/2022, 05:13 PM |
Q3 2021 |
1,488 |
$5.49B |
+$234M |
-$276M |
-$42.2M |
AAPL, SPY, MSFT, GOOG, AMZN
|
13F-HR |
11/1/2021, 09:36 AM |
Q2 2021 |
1,509 |
$5.61B |
+$263M |
-$146M |
+$116M |
SPY, AAPL, MSFT, AMZN, GOOG
|
13F-HR |
7/29/2021, 05:14 PM |
Q1 2021 |
1,513 |
$5.15B |
+$354M |
-$138M |
+$215M |
SPY, AAPL, MSFT, AMZN, IVV
|
13F-HR |
4/26/2021, 06:03 AM |
Q4 2020 |
1,395 |
$4.68B |
+$251M |
-$317M |
-$65.8M |
AAPL, SPY, MSFT, AMZN, EMR
|
13F-HR |
1/29/2021, 04:22 PM |
Q3 2020 |
1,429 |
$4.2B |
+$506M |
-$62.4M |
+$444M |
EMR, AAPL, SPY, MSFT, AMZN
|
13F-HR |
10/30/2020, 04:27 PM |
Q2 2020 |
1,407 |
$3.6B |
+$212M |
-$247M |
-$34.9M |
SPY, MSFT, AAPL, AMZN, V
|
13F-HR |
7/10/2020, 04:47 PM |
Q1 2020 |
1,495 |
$3.06B |
+$125M |
-$92.5M |
+$32.7M |
SPY, MSFT, AAPL, BRKA, AMZN
|
13F-HR |
4/27/2020, 10:28 AM |
Q4 2019 |
1,512 |
$3.81B |
+$124M |
-$86.2M |
+$37.9M |
SPY, AAPL, MSFT, BRKA, JPM
|
13F-HR |
1/31/2020, 03:58 PM |
Q3 2019 |
1,547 |
$3.49B |
+$113M |
-$38.8M |
+$74.1M |
SPY, MSFT, AAPL, BRKA, JPM
|
13F-HR |
10/18/2019, 03:46 PM |
Q2 2019 |
1,377 |
$3.41B |
+$89.1M |
-$67.1M |
+$22M |
SPY, MSFT, BRKA, AAPL, VEU
|
13F-HR |
7/23/2019, 08:00 AM |
Q1 2019 |
1,422 |
$3.27B |
+$143M |
-$137M |
+$5.99M |
SPY, BRKA, MSFT, AAPL, VEU
|
13F-HR |
4/29/2019, 06:13 AM |
Q4 2018 |
1,342 |
$2.91B |
+$260M |
-$120M |
+$140M |
SPY, BRKA, MSFT, VEU, AAPL
|
13F-HR |
2/7/2019, 06:03 AM |
Q3 2018 |
1,277 |
$3.21B |
+$77.2M |
-$90.5M |
-$13.3M |
SPY, BRKA, AAPL, MSFT, MDY
|
13F-HR |
10/23/2018, 09:30 AM |
Q2 2018 |
1,269 |
$3.03B |
+$100M |
-$99.4M |
+$969K |
SPY, BRKA, AAPL, MDY, MSFT
|
Restatement |
7/27/2018, 09:45 AM |
Q1 2018 |
1,318 |
$2.98B |
+$224M |
-$59.4M |
+$165M |
SPY, BRKA, AAPL, JPM, IWM
|
13F-HR |
4/30/2018, 08:36 PM |
Q4 2017 |
1,288 |
$2.87B |
+$114M |
-$137M |
-$23.6M |
SPY, AAPL, JPM, IWM, MDY
|
13F-HR |
2/7/2018, 11:22 AM |
Q3 2017 |
1,320 |
$2.74B |
+$150M |
-$89M |
+$61M |
SPY, AAPL, IWM, JPM, MDY
|
13F-HR |
10/20/2017, 08:07 PM |
Q2 2017 |
1,254 |
$2.59B |
+$70.2M |
-$30.6M |
+$39.6M |
SPY, AAPL, IWM, JPM, MDY
|
13F-HR |
7/19/2017, 08:33 PM |
Q1 2017 |
1,352 |
$2.48B |
+$106M |
-$85.7M |
+$19.9M |
SPY, AAPL, IWM, JPM, MDY
|
13F-HR |
4/26/2017, 07:53 PM |
Q4 2016 |
1,189 |
$2.35B |
+$101M |
-$106M |
-$4.24M |
SPY, IWM, AAPL, JPM, MDY
|
13F-HR |
1/18/2017, 06:31 PM |
Q3 2016 |
1,182 |
$2.3B |
+$57.5M |
-$84.8M |
-$27.2M |
SPY, AAPL, IWM, JNJ, MDY
|
13F-HR |
11/10/2016, 04:00 PM |
Q2 2016 |
1,196 |
$2.27B |
+$44.4M |
-$89.5M |
-$45M |
SPY, IWM, JNJ, AAPL, XOM
|
13F-HR |
7/28/2016, 12:41 PM |
Q1 2016 |
1,178 |
$2.26B |
+$140M |
-$102M |
+$37.6M |
SPY, AAPL, IWM, JNJ, XOM
|
13F-HR |
4/28/2016, 02:57 PM |
Q4 2015 |
1,194 |
$2.2B |
+$205M |
-$155M |
+$49.7M |
SPY, IWM, AAPL, JNJ, JPM
|
13F-HR |
2/10/2016, 06:09 AM |
Q3 2015 |
1,172 |
$2.06B |
+$85.8M |
-$97.3M |
-$11.5M |
SPY, AAPL, IWM, XOM, JPM
|
13F-HR |
11/12/2015, 06:03 AM |
Q2 2015 |
1,211 |
$2.25B |
+$169M |
-$73.2M |
+$95.3M |
SPY, AAPL, IWM, XOM, JPM
|
13F-HR |
8/12/2015, 06:52 PM |
Q1 2015 |
1,226 |
$2.18B |
+$142M |
-$57.8M |
+$84.5M |
SPY, AAPL, IWM, XOM, CVX
|
13F-HR |
5/4/2015, 08:43 PM |
Q4 2014 |
1,084 |
$2.1B |
+$69.3M |
-$78.4M |
-$9.09M |
SPY, XOM, IWM, AAPL, CVX
|
13F-HR |
2/3/2015, 09:04 PM |
Q3 2014 |
1,058 |
$2.05B |
+$70.8M |
-$28.6M |
+$42.2M |
SPY, XOM, CVX, JNJ, AAPL
|
13F-HR |
11/6/2014, 06:55 PM |
Q2 2014 |
1,048 |
$2.03B |
+$114M |
-$66.5M |
+$47.7M |
SPY, XOM, CVX, IWM, JNJ
|
13F-HR |
8/1/2014, 06:03 PM |
Q1 2014 |
1,072 |
$1.95B |
+$65.2M |
-$68.9M |
-$3.66M |
SPY, XOM, CVX, IWM, JNJ
|
13F-HR |
5/1/2014, 04:48 PM |
Q4 2013 |
1,075 |
$1.95B |
$0 |
$0 |
|
SPY, XOM, CVX, IWM, MMM
|
13F-HR |
2/5/2014, 12:19 PM |