Q1 2023 |
295 |
$2.37B |
+$72.7M |
-$53.9M |
+$18.7M |
VEA, DFAU, AAPL, MSFT, IVV
|
13F-HR |
4/6/2023, 04:47 PM |
Q4 2022 |
285 |
$2.25B |
+$115M |
-$58.5M |
+$56.7M |
VEA, DFAU, AAPL, MSFT, IVV
|
13F-HR |
2/6/2023, 11:49 AM |
Q3 2022 |
271 |
$2B |
+$175M |
-$81.5M |
+$93.9M |
VEA, AAPL, DFAU, MSFT, IVV
|
13F-HR |
11/7/2022, 02:43 PM |
Q2 2022 |
286 |
$2.06B |
+$124M |
-$57.7M |
+$66.5M |
VEA, AAPL, MSFT, DFAU, IVV
|
13F-HR |
7/6/2022, 02:10 PM |
Q1 2022 |
300 |
$2.35B |
+$171M |
-$53.3M |
+$117M |
VEA, AAPL, MSFT, IVV, DFAU
|
13F-HR |
5/9/2022, 03:11 PM |
Q4 2021 |
290 |
$2.41B |
+$64.4M |
-$33.2M |
+$31.2M |
VEA, AAPL, MSFT, LOW, IVV
|
13F-HR |
2/8/2022, 04:37 PM |
Q3 2021 |
281 |
$2.33B |
+$177M |
-$94.5M |
+$83M |
VEA, AAPL, MSFT, BLK, LOW
|
13F-HR |
11/10/2021, 03:38 PM |
Q2 2021 |
271 |
$2.12B |
+$110M |
-$70.2M |
+$40.2M |
VEA, AAPL, MSFT, BLK, LOW
|
13F-HR |
7/26/2021, 09:41 AM |
Q1 2021 |
260 |
$1.95B |
+$96.9M |
-$124M |
-$26.9M |
VEA, AAPL, MSFT, LOW, BLK
|
13F-HR |
4/23/2021, 02:24 PM |
Q4 2020 |
245 |
$1.85B |
+$79.5M |
-$78M |
+$1.51M |
VEA, AAPL, MSFT, LOW, BLK
|
13F-HR |
2/3/2021, 03:25 PM |
Q3 2020 |
236 |
$1.64B |
+$116M |
-$87.5M |
+$28.9M |
VEA, AAPL, MSFT, VYM, LOW
|
13F-HR |
11/6/2020, 03:39 PM |
Q2 2020 |
235 |
$1.57B |
+$103M |
-$115M |
-$11.9M |
VEA, AAPL, MSFT, VYM, BLK
|
13F-HR |
8/4/2020, 03:35 PM |
Q1 2020 |
232 |
$1.33B |
+$126M |
-$129M |
-$2.45M |
VEA, AAPL, MSFT, VYM, BLK
|
13F-HR |
5/8/2020, 11:18 AM |
Q4 2019 |
261 |
$1.71B |
+$77.8M |
-$103M |
-$25.5M |
AAPL, MSFT, VYM, VEA, JPM
|
13F-HR |
1/29/2020, 10:03 AM |
Q3 2019 |
241 |
$1.6B |
+$33.2M |
-$63.9M |
-$30.7M |
AAPL, MSFT, VYM, DWM, JPM
|
13F-HR |
10/23/2019, 03:14 PM |
Q2 2019 |
239 |
$1.61B |
+$54.8M |
-$62.8M |
-$8.02M |
AAPL, MSFT, DWM, VYM, CSCO
|
13F-HR |
7/23/2019, 01:33 PM |
Q1 2019 |
238 |
$1.57B |
+$67.7M |
-$46.3M |
+$21.3M |
DWM, AAPL, MSFT, VYM, CSCO
|
13F-HR |
4/25/2019, 03:05 PM |
Q4 2018 |
230 |
$1.38B |
+$61.6M |
-$49.5M |
+$12.1M |
DWM, MSFT, AAPL, VYM, JPM
|
13F-HR |
1/29/2019, 03:36 PM |
Q3 2018 |
233 |
$1.58B |
+$54.1M |
-$28.6M |
+$25.5M |
AAPL, DWM, MSFT, JPM, DON
|
13F-HR |
10/30/2018, 02:49 PM |
Q2 2018 |
225 |
$1.48B |
+$50.6M |
-$39.4M |
+$11.2M |
AAPL, DWM, MSFT, BLK, JPM
|
13F-HR |
7/26/2018, 09:00 AM |
Q1 2018 |
227 |
$1.46B |
+$101M |
-$82M |
+$18.8M |
AAPL, DWM, MSFT, BLK, DGS
|
13F-HR |
4/25/2018, 04:29 PM |
Q4 2017 |
228 |
$1.47B |
+$92.4M |
-$51.7M |
+$40.6M |
AAPL, DWM, MSFT, DGS, BLK
|
13F-HR |
1/26/2018, 03:27 PM |
Q3 2017 |
231 |
$1.38B |
+$130M |
-$63.5M |
+$66.7M |
AAPL, DWM, DGS, MSFT, JPM
|
13F-HR |
10/25/2017, 11:38 AM |
Q2 2017 |
197 |
$1.26B |
+$62.9M |
-$21M |
+$41.9M |
AAPL, DWM, MSFT, BLK, JPM
|
13F-HR |
7/28/2017, 04:20 PM |
Q1 2017 |
196 |
$1.2B |
+$72M |
-$62.2M |
+$9.79M |
AAPL, MSFT, DWM, JPM, BLK
|
13F-HR |
4/26/2017, 01:28 PM |
Q4 2016 |
198 |
$1.15B |
+$36M |
-$28M |
+$7.97M |
AAPL, JPM, MSFT, BLK, TWX
|
13F-HR |
1/27/2017, 02:53 PM |
Q3 2016 |
197 |
$1.11B |
+$56.6M |
-$32.8M |
+$23.8M |
AAPL, MSFT, BLK, DON, JPM
|
13F-HR |
10/19/2016, 02:19 PM |
Q2 2016 |
182 |
$1.04B |
+$43.3M |
-$24.7M |
+$18.6M |
AAPL, CVS, MSFT, BLK, GE
|
13F-HR |
7/28/2016, 02:56 PM |
Q1 2016 |
175 |
$1.01B |
+$56.3M |
-$32.2M |
+$24M |
AAPL, CVS, MSFT, BLK, GE
|
13F-HR |
4/28/2016, 10:41 AM |
Q4 2015 |
173 |
$963M |
+$42.3M |
-$36M |
+$6.38M |
AAPL, MSFT, CVS, BLK, GE
|
13F-HR |
2/2/2016, 02:37 PM |
Q3 2015 |
170 |
$918M |
+$60.9M |
-$35.6M |
+$25.2M |
AAPL, CVS, MSFT, BLK, JPM
|
13F-HR |
10/29/2015, 01:45 PM |
Q2 2015 |
173 |
$996M |
+$38.9M |
-$30.3M |
+$8.58M |
AAPL, CVS, BLK, JPM, MSFT
|
13F-HR |
7/28/2015, 03:54 PM |
Q1 2015 |
168 |
$992M |
+$86.5M |
-$47.3M |
+$39.2M |
AAPL, CVS, BLK, TWX, DIS
|
13F-HR |
4/22/2015, 01:57 PM |
Q4 2014 |
161 |
$956M |
+$91.3M |
-$84.6M |
+$6.7M |
AAPL, CVS, BLK, MSFT, INTC
|
13F-HR |
1/28/2015, 02:50 PM |
Q3 2014 |
160 |
$913M |
+$33.4M |
-$35.7M |
-$2.29M |
AAPL, MSFT, INTC, BLK, CVS
|
13F-HR |
11/3/2014, 09:26 AM |
Q2 2014 |
161 |
$915M |
+$59.9M |
-$31.1M |
+$28.9M |
AAPL, MSFT, BLK, INTC, CVS
|
13F-HR |
7/28/2014, 02:24 PM |
Q1 2014 |
154 |
$883M |
+$67.5M |
-$41.1M |
+$26.3M |
MSFT, BLK, AAPL, CVS, JPM
|
13F-HR |
4/24/2014, 11:27 AM |
Q4 2013 |
146 |
$851M |
$0 |
$0 |
|
BLK, DOV, AAPL, AFL, MSFT
|
13F-HR |
1/23/2014, 09:54 AM |