Q3 2024 |
2,651 |
$35.8B |
+$3.5B |
-$2.07B |
+$1.43B |
AAPL, IVV, MSFT, XLK, NVDA
|
13F-HR |
10/29/2024, 04:29 PM |
Q2 2024 |
2,599 |
$32.8B |
+$2.23B |
-$2.96B |
-$730M |
AAPL, IVV, MSFT, XLK, NVDA
|
13F-HR |
7/25/2024, 02:20 PM |
Q1 2024 |
2,712 |
$33.6B |
+$2.64B |
-$1.95B |
+$688M |
IVV, MSFT, AAPL, XLV, XLK
|
13F-HR |
5/1/2024, 04:32 PM |
Q4 2023 |
2,619 |
$30.8B |
+$2.82B |
-$1.43B |
+$1.39B |
IVV, AAPL, MSFT, XLV, XLK
|
13F-HR |
2/7/2024, 06:02 PM |
Q3 2023 |
2,551 |
$26.8B |
+$1.47B |
-$2.19B |
-$711M |
IVV, AAPL, MSFT, XLV, XLK
|
13F-HR |
11/8/2023, 12:18 PM |
Q2 2023 |
2,626 |
$28.7B |
+$4.02B |
-$939M |
+$3.09B |
AAPL, IVV, MSFT, XLV, XLK
|
13F-HR |
7/26/2023, 03:36 PM |
Q1 2023 |
2,452 |
$24.5B |
+$1.93B |
-$4.04B |
-$2.11B |
IVV, MSFT, XLK, XLV, VEU
|
13F-HR |
4/28/2023, 03:08 PM |
Q4 2022 |
2,556 |
$25.7B |
+$1.78B |
-$1.24B |
+$539M |
IVV, AAPL, XLV, XLK, MSFT
|
13F-HR |
2/1/2023, 11:41 AM |
Q3 2022 |
2,489 |
$23.3B |
+$4.2B |
-$1.17B |
+$3.04B |
AAPL, IVV, XLV, XLK, MSFT
|
13F-HR |
10/25/2022, 02:49 PM |
Q2 2022 |
2,309 |
$22.1B |
+$3.51B |
-$1.74B |
+$1.78B |
IVV, XLK, XLV, MSFT, VEU
|
13F-HR |
8/3/2022, 09:20 AM |
Q1 2022 |
2,227 |
$23.4B |
+$1.96B |
-$3.08B |
-$1.12B |
XLK, MSFT, XLV, VEU, XLF
|
13F-HR |
5/4/2022, 12:40 PM |
Q4 2021 |
2,360 |
$25.8B |
+$1.69B |
-$825M |
+$867M |
XLK, IVV, MSFT, VEU, VCIT
|
13F-HR |
1/27/2022, 09:56 AM |
Q3 2021 |
2,283 |
$23.4B |
+$1.87B |
-$819M |
+$1.05B |
XLK, IVV, MSFT, VEU, VCIT
|
13F-HR |
10/29/2021, 04:37 PM |
Q2 2021 |
2,240 |
$22.7B |
+$2B |
-$934M |
+$1.07B |
XLK, IVV, MSFT, VEU, XLY
|
13F-HR |
7/26/2021, 04:31 PM |
Q1 2021 |
2,158 |
$20.6B |
+$2.08B |
-$3.19B |
-$1.11B |
IVV, MSFT, XLK, VEU, XLI
|
13F-HR |
4/27/2021, 02:51 PM |
Q4 2020 |
2,217 |
$20.7B |
+$2.05B |
-$767M |
+$1.29B |
AAPL, IVV, MSFT, XLK, VEU
|
13F-HR |
1/25/2021, 03:32 PM |
Q3 2020 |
2,059 |
$17.5B |
+$1.76B |
-$677M |
+$1.08B |
AAPL, MSFT, IVV, XLK, AMZN
|
13F-HR |
11/6/2020, 01:49 PM |
Q2 2020 |
1,985 |
$15.8B |
+$2.16B |
-$1.12B |
+$1.04B |
AAPL, MSFT, IVV, XLK, AMZN
|
13F-HR |
7/23/2020, 12:11 PM |
Q1 2020 |
1,870 |
$12.6B |
+$1.41B |
-$1.12B |
+$293M |
IVV, AAPL, MSFT, XLV, XLK
|
13F-HR |
4/30/2020, 10:37 AM |
Q4 2019 |
2,055 |
$15.2B |
+$1.2B |
-$625M |
+$576M |
IVV, AAPL, XLK, MSFT, VEU
|
13F-HR |
1/21/2020, 10:33 AM |
Q3 2019 |
2,035 |
$13.7B |
+$1.08B |
-$490M |
+$589M |
IVV, AAPL, XLK, MSFT, VEU
|
13F-HR |
10/29/2019, 10:49 AM |
Q2 2019 |
2,035 |
$13B |
+$1.13B |
-$628M |
+$504M |
IVV, XLK, AAPL, MSFT, VEU
|
13F-HR |
7/29/2019, 02:44 PM |
Q1 2019 |
1,992 |
$12.2B |
+$1.14B |
-$545M |
+$592M |
IVV, AAPL, VEU, XLK, MSFT
|
Restatement |
4/30/2019, 01:20 PM |
Q4 2018 |
1,932 |
$10.4B |
+$880M |
-$646M |
+$234M |
IVV, AAPL, VEU, XLV, MSFT
|
13F-HR |
2/1/2019, 11:27 AM |
Q3 2018 |
2,048 |
$11.6B |
+$1.09B |
-$418M |
+$667M |
IVV, AAPL, VEU, MSFT, XLV
|
13F-HR |
11/5/2018, 10:46 AM |
Q2 2018 |
1,988 |
$10.4B |
+$1.02B |
-$703M |
+$319M |
AAPL, VEU, IVV, XLK, XLV
|
13F-HR |
7/24/2018, 01:01 PM |
Q1 2018 |
1,934 |
$9.94B |
+$873M |
-$391M |
+$482M |
AAPL, VEU, XLV, IVV, XLK
|
13F-HR |
4/19/2018, 04:22 PM |
Q4 2017 |
1,911 |
$9.63B |
+$737M |
-$255M |
+$482M |
AAPL, XLV, IVV, XLK, VEU
|
13F-HR |
2/14/2018, 10:23 AM |
Q3 2017 |
1,821 |
$8.78B |
+$871M |
-$367M |
+$504M |
AAPL, XLV, VEU, XLK, IVV
|
13F-HR |
11/15/2017, 12:31 PM |
Q2 2017 |
1,733 |
$8.01B |
+$603M |
-$261M |
+$342M |
AAPL, XLK, XLV, VEU, IVV
|
13F-HR |
7/27/2017, 09:33 AM |
Q1 2017 |
1,733 |
$7.51B |
+$972M |
-$376M |
+$596M |
AAPL, XLK, XLV, VEU, JNJ
|
13F-HR |
4/26/2017, 07:49 AM |
Q4 2016 |
1,678 |
$6.63B |
+$1.17B |
-$283M |
+$889M |
AAPL, XLV, XLK, VEU, GE
|
13F-HR |
2/13/2017, 02:21 PM |
Q3 2016 |
1,520 |
$5.68B |
+$3.03B |
-$2.3B |
+$732M |
XLV, AAPL, VEU, XLK, GE
|
13F-HR |
11/14/2016, 08:17 AM |
Q2 2016 |
625 |
$4.9B |
+$3.08B |
-$2.03B |
+$1.04B |
VEU, GE, JNJ, IGSB, MSFT
|
Restatement |
8/11/2016, 09:29 AM |
Q1 2016 |
1,262 |
$3.82B |
+$668M |
-$748M |
-$79.4M |
AAPL, XLK, XLY, GE, VEU
|
13F-HR |
5/10/2016, 10:42 AM |
Q4 2015 |
1,360 |
$3.87B |
+$451M |
-$273M |
+$178M |
AAPL, GE, MSFT, VEU, VGT
|
13F-HR |
2/19/2016, 12:41 PM |
Q3 2015 |
1,387 |
$3.54B |
+$691M |
-$1.65B |
-$961M |
AAPL, GE, JNJ, MSFT, VEU
|
13F-HR |
11/16/2015, 11:32 AM |
Q2 2015 |
2,022 |
$4.77B |
+$688M |
-$1.26B |
-$570M |
GE, JNJ, XOM, MSFT, CVX
|
13F-HR |
8/4/2015, 11:14 AM |
Q1 2015 |
2,390 |
$5.37B |
+$641M |
-$304M |
+$338M |
AAPL, GE, JNJ, XOM, MSFT
|
Restatement |
5/12/2015, 10:59 AM |
Q4 2014 |
2,320 |
$5B |
+$548M |
-$337M |
+$210M |
AAPL, GE, XOM, JNJ, MSFT
|
13F-HR |
2/10/2015, 01:53 PM |
Q3 2014 |
2,283 |
$4.8B |
+$516M |
-$206M |
+$309M |
AAPL, GE, XOM, JNJ, MSFT
|
13F-HR |
11/14/2014, 11:41 AM |
Q2 2014 |
2,216 |
$4.59B |
+$639M |
-$266M |
+$374M |
AAPL, XOM, GE, JNJ, MSFT
|
13F-HR |
8/13/2014, 04:49 PM |
Q1 2014 |
2,035 |
$4.13B |
+$602M |
-$275M |
+$327M |
AAPL, XOM, GE, JNJ, MSFT
|
13F-HR |
5/14/2014, 09:00 AM |
Q4 2013 |
2,011 |
$3.78B |
$0 |
$0 |
|
XOM, AAPL, GE, JNJ, IBM
|
13F-HR |
2/19/2014, 09:43 AM |