| Q2 2024 |
2,381 |
$15.8B |
+$5.3B |
-$8.93B |
-$3.64B |
AAPL, SPY, AVGO, IWM, AMZN
|
13F-HR |
7/12/2024, 03:41 PM |
| Q1 2024 |
2,526 |
$19.6B |
+$13B |
-$2.89B |
+$10.1B |
AAPL, MSFT, QQQ, SPY, NVDA
|
13F-HR |
5/6/2024, 02:45 PM |
| Q4 2023 |
2,716 |
$9.05B |
+$4.1B |
-$3.34B |
+$768M |
AMZN, EFA, GLD, CSCO, AAPL
|
13F-HR |
1/12/2024, 03:43 PM |
| Q3 2023 |
2,731 |
$7.47B |
+$3.17B |
-$7.3B |
-$4.13B |
AAPL, EFA, NVDA, SPY, IWM
|
13F-HR |
10/13/2023, 02:40 PM |
| Q2 2023 |
1,892 |
$11.7B |
+$7.28B |
-$3.32B |
+$3.96B |
PANW, EEM, SPY, MSFT, AAPL
|
13F-HR |
7/10/2023, 01:18 PM |
| Q1 2023 |
2,911 |
$7.43B |
+$3.09B |
-$2.92B |
+$162M |
SPY, IWM, QQQ, MSFT, CMCSA
|
13F-HR |
4/28/2023, 02:29 PM |
| Q4 2022 |
2,682 |
$6.79B |
+$2.7B |
-$2.96B |
-$265M |
CMCSA, AMZN, SPY, USMV, XLY
|
13F-HR |
2/2/2023, 02:42 PM |
| Q3 2022 |
2,765 |
$6.51B |
+$2.53B |
-$3.03B |
-$506M |
ADBE, SPY, GLD, USMV, QQQ
|
13F-HR |
10/31/2022, 10:24 AM |
| Q2 2022 |
3,025 |
$7.47B |
+$2.95B |
-$4.4B |
-$1.46B |
GLD, QQQ, MSFT, CMCSA, SHY
|
13F-HR |
7/29/2022, 11:31 AM |
| Q1 2022 |
2,541 |
$11.2B |
+$3.82B |
-$6.79B |
-$2.97B |
AMZN, PM, TSM, NVDA, GLD
|
13F-HR |
4/29/2022, 02:29 PM |
| Q4 2021 |
2,922 |
$15.2B |
+$6.54B |
-$11.2B |
-$4.7B |
AMZN, SPY, META, QQQ, TSLA
|
13F-HR |
2/7/2022, 04:15 PM |
| Q3 2021 |
3,433 |
$18.3B |
+$9.47B |
-$10.1B |
-$600M |
MSFT, MU, AAPL, SHOP, AGG
|
13F-HR |
11/1/2021, 09:29 AM |
| Q2 2021 |
2,470 |
$19.4B |
+$9.28B |
-$7.3B |
+$1.98B |
AMZN, SPY, GOOGL, DIS, GLD
|
13F-HR |
8/12/2021, 02:53 PM |
| Q1 2021 |
2,878 |
$16.3B |
+$7.31B |
-$6.07B |
+$1.24B |
SPY, MSFT, AAPL, AMZN, IWM
|
13F-HR |
5/13/2021, 04:15 PM |
| Q4 2020 |
2,777 |
$14.5B |
+$6.64B |
-$4.19B |
+$2.45B |
TSLA, AMZN, GLD, QQQ, IWM
|
13F-HR |
2/4/2021, 02:51 PM |
| Q3 2020 |
2,115 |
$10.6B |
+$4.87B |
-$3.56B |
+$1.3B |
GLD, AMZN, META, QQQ, AGG
|
13F-HR |
11/9/2020, 02:41 PM |
| Q2 2020 |
3,120 |
$8.91B |
+$3.89B |
-$4B |
-$116M |
HYG, CZRXXXX, AMZN, QQQ, AGG
|
13F-HR |
7/20/2020, 03:22 PM |
| Q1 2020 |
2,824 |
$7.5B |
+$3.68B |
-$4.14B |
-$464M |
QQQ, VZ, LQD, SPY, T
|
13F-HR |
4/30/2020, 01:42 PM |
| Q4 2019 |
2,662 |
$9.37B |
+$4.04B |
-$6.45B |
-$2.41B |
AMZN, MSFT, SPY, QQQ, META
|
13F-HR |
1/28/2020, 02:24 PM |
| Q3 2019 |
2,433 |
$11B |
+$3.82B |
-$6.24B |
-$2.42B |
LQD, QQQ, HYG, V, GLD
|
13F-HR |
11/4/2019, 03:09 PM |
| Q2 2019 |
2,508 |
$13.4B |
+$7.14B |
-$3.7B |
+$3.44B |
SPY, HYG, AMZN, JPM, JNJ
|
13F-HR |
7/29/2019, 10:06 AM |
| Q1 2019 |
2,801 |
$9.47B |
+$4.4B |
-$5.45B |
-$1.05B |
JPM, QQQ, SPY, AGG, EEM
|
13F-HR |
4/29/2019, 09:23 AM |
| Q4 2018 |
2,429 |
$9.57B |
+$4.43B |
-$5.14B |
-$711M |
SPY, JNJ, AMZN, JPM, IWM
|
13F-HR |
1/31/2019, 05:33 PM |
| Q3 2018 |
2,539 |
$11.6B |
+$5.42B |
-$3.64B |
+$1.78B |
JPM, AAPL, META, MSFT, AMZN
|
13F-HR |
11/6/2018, 02:14 PM |
| Q2 2018 |
2,760 |
$9.39B |
+$4.05B |
-$6.08B |
-$2.03B |
QQQ, SPY, GE, IWM, AMZN
|
13F-HR |
8/7/2018, 11:11 AM |
| Q1 2018 |
2,651 |
$11.3B |
+$5.89B |
-$3.85B |
+$2.04B |
META, AAPL, MSFT, QQQ, BRKB
|
13F-HR |
5/3/2018, 09:29 AM |
| Q4 2017 |
2,502 |
$9.39B |
+$4.34B |
-$5.73B |
-$1.4B |
SPY, QQQ, DIA, SNI, MCD
|
13F-HR |
1/24/2018, 11:54 AM |
| Q3 2017 |
2,892 |
$9.96B |
+$4.73B |
-$4.86B |
-$123M |
AMZN, SPY, IWM, BABA, BRKB
|
13F-HR |
11/7/2017, 03:47 PM |
| Q2 2017 |
2,630 |
$9.75B |
+$3.6B |
-$4.39B |
-$793M |
SPY, IWM, QQQ, MCD, EEM
|
13F-HR |
8/3/2017, 09:26 AM |
| Q1 2017 |
2,766 |
$10.4B |
+$3.17B |
-$4.27B |
-$1.1B |
SPY, AAPL, IWM, HHC, QQQ
|
13F-HR |
5/10/2017, 01:33 PM |
| Q4 2016 |
2,590 |
$11B |
+$6.07B |
-$3.52B |
+$2.55B |
SPY, MCD, AAPL, MSFT, GILD
|
13F-HR |
2/8/2017, 03:25 PM |
| Q3 2016 |
2,815 |
$8.37B |
+$3.7B |
-$8.81B |
-$5.11B |
PG, SPY, ABT, MCD, IWM
|
Restatement |
2/8/2017, 03:04 PM |
| Q2 2016 |
2,100 |
$12.9B |
+$4.76B |
-$4.72B |
+$32.9M |
SPY, AAPL, IWM, AMZN, MDY
|
13F-HR |
8/3/2016, 04:50 PM |
| Q1 2016 |
2,471 |
$12.7B |
+$4.91B |
-$4.78B |
+$129M |
AAPL, SPY, QQQ, AMZN, IWM
|
13F-HR |
5/12/2016, 09:35 AM |
| Q4 2015 |
2,153 |
$12.8B |
+$4.82B |
-$9.28B |
-$4.46B |
SPY, AMZN, BAC, AAPL, GILD
|
13F-HR |
2/12/2016, 11:46 AM |
| Q3 2015 |
2,581 |
$16.6B |
+$8.16B |
-$3.95B |
+$4.21B |
AAPL, SPY, META, IWM, TWTR
|
13F-HR |
11/9/2015, 08:30 AM |
| Q2 2015 |
2,079 |
$13.8B |
+$4.51B |
-$6.21B |
-$1.69B |
AAPL, META, SPY, TWTR, MDY
|
13F-HR |
8/6/2015, 04:34 PM |
| Q1 2015 |
2,076 |
$15.6B |
+$5.4B |
-$8.85B |
-$3.45B |
AAPL, META, GOOGL, MCD, IBM
|
13F-HR |
5/13/2015, 04:45 PM |
| Q4 2014 |
2,689 |
$18.8B |
+$6.65B |
-$4.26B |
+$2.39B |
AAPL, BAC, QQQ, MSFT, DIA
|
13F-HR |
2/12/2015, 05:20 PM |
| Q3 2014 |
2,158 |
$16B |
+$3.78B |
-$4.12B |
-$345M |
AAPL, MSFT, BAC, INTC, T
|
13F-HR |
11/13/2014, 08:04 AM |
| Q2 2014 |
2,071 |
$16.3B |
+$3.98B |
-$9.95B |
-$5.96B |
AAPL, MSFT, T, BAC, SPY
|
13F-HR |
8/13/2014, 05:25 PM |
| Q1 2014 |
2,009 |
$22.3B |
+$5.38B |
-$6.64B |
-$1.26B |
AAPL, SPY, GOOGL, MSFT, BAC
|
13F-HR |
5/14/2014, 05:24 PM |
| Q4 2013 |
2,142 |
$23.3B |
$0 |
$0 |
|
AAPL, IWM, SPY, MSFT, IYR
|
13F-HR |
2/11/2014, 06:06 PM |