Q4 2021 |
1,113 |
$1.35B |
+$198M |
-$123M |
+$74.4M |
AAPL, MSFT, GOOG, MINT, AMZN
|
13F-HR |
1/25/2022, 02:54 PM |
Q3 2021 |
913 |
$1.18B |
+$83.7M |
-$113M |
-$29.2M |
AAPL, MINT, GOOG, MSFT, AMZN
|
13F-HR |
10/19/2021, 12:51 PM |
Q2 2021 |
984 |
$1.24B |
+$74.3M |
-$43.9M |
+$30.4M |
AAPL, MINT, GOOG, MSFT, AMZN
|
13F-HR |
8/3/2021, 10:35 AM |
Q1 2021 |
1,008 |
$1.13B |
+$81.2M |
-$59.3M |
+$21.9M |
AAPL, MINT, GOOG, MSFT, IWO
|
13F-HR |
4/22/2021, 10:21 AM |
Q4 2020 |
877 |
$1.07B |
+$48.9M |
-$13.1M |
+$35.8M |
AAPL, MINT, AMZN, MSFT, IWO
|
13F-HR |
2/3/2021, 01:18 PM |
Q3 2020 |
825 |
$934M |
+$112M |
-$76.5M |
+$35.8M |
AAPL, MINT, AMZN, MSFT, GOOG
|
13F-HR |
11/6/2020, 10:54 AM |
Q2 2020 |
885 |
$847M |
+$93.2M |
-$70.7M |
+$22.5M |
AAPL, MINT, AMZN, MSFT, IWO
|
13F-HR |
7/21/2020, 10:42 AM |
Q1 2020 |
872 |
$691M |
+$77.9M |
-$87.7M |
-$9.8M |
MINT, AAPL, MSFT, AMZN, IWO
|
13F-HR |
4/13/2020, 01:25 PM |
Q4 2019 |
873 |
$879M |
+$72.7M |
-$76M |
-$3.3M |
AAPL, MINT, IWO, MSFT, GOOG
|
13F-HR |
1/16/2020, 01:45 PM |
Q3 2019 |
889 |
$814M |
+$71.6M |
-$60.3M |
+$11.3M |
MINT, AAPL, IWN, IWO, GOOG
|
13F-HR |
10/15/2019, 02:22 PM |
Q2 2019 |
938 |
$798M |
+$91.8M |
-$82.4M |
+$9.37M |
MINT, IWN, IWO, AAPL, MA
|
13F-HR |
7/23/2019, 03:37 PM |
Q1 2019 |
959 |
$770M |
+$20.1M |
-$21.8M |
-$1.66M |
IWO, MINT, IWN, AAPL, XBI
|
13F-HR |
4/23/2019, 12:17 PM |
Q4 2018 |
930 |
$686M |
+$99.5M |
-$61.8M |
+$37.7M |
MINT, IWO, IWN, AAPL, GOOG
|
13F-HR |
1/28/2019, 06:31 PM |
Q3 2018 |
1,002 |
$754M |
+$24.3M |
-$16.5M |
+$7.88M |
AAPL, IWO, IWN, MINT, GOOG
|
13F-HR |
10/19/2018, 11:44 AM |
Q2 2018 |
987 |
$705M |
+$74.8M |
-$91.1M |
-$16.3M |
IWN, IWO, AAPL, MINT, GOOG
|
13F-HR |
7/18/2018, 05:22 PM |
Q1 2018 |
965 |
$716M |
+$37.6M |
-$20.2M |
+$17.4M |
IWN, IWO, AAPL, MINT, MA
|
13F-HR |
4/30/2018, 01:53 PM |
Q4 2017 |
958 |
$704M |
+$96.8M |
-$90.6M |
+$6.26M |
IWN, MINT, IWO, AAPL, XOM
|
13F-HR |
1/29/2018, 04:56 PM |
Q3 2017 |
991 |
$667M |
+$17M |
-$32.2M |
-$15.3M |
IWO, AAPL, XOM, IWN, MINT
|
13F-HR |
10/20/2017, 01:23 PM |
Q2 2017 |
936 |
$653M |
+$47.4M |
-$34.3M |
+$13.1M |
XOM, IWO, AAPL, IWN, MINT
|
13F-HR |
7/19/2017, 12:18 PM |
Q1 2017 |
913 |
$621M |
+$30M |
-$13.5M |
+$16.5M |
AAPL, XOM, IWO, IWN, BRKB
|
13F-HR |
4/18/2017, 04:35 PM |
Q4 2016 |
828 |
$578M |
+$106M |
-$102M |
+$3.55M |
XOM, AAPL, IWN, BRKB, IWO
|
13F-HR |
1/24/2017, 05:08 PM |
Q3 2016 |
826 |
$564M |
+$15.1M |
-$12.8M |
+$2.29M |
AAPL, XOM, BRKB, TJX, UNP
|
13F-HR |
10/26/2016, 02:04 PM |
Q2 2016 |
794 |
$545M |
+$54.2M |
-$98.4M |
-$44.2M |
XOM, TJX, BRKB, AAPL, VZ
|
13F-HR |
8/3/2016, 02:17 PM |
Q1 2016 |
1,183 |
$585M |
+$31.3M |
-$18.8M |
+$12.5M |
AAPL, TJX, BRKB, VZ, XOM
|
13F-HR |
4/20/2016, 02:59 PM |
Q4 2015 |
1,187 |
$566M |
+$97.1M |
-$90M |
+$7.09M |
AAPL, TJX, BRKB, MA, PEP
|
13F-HR |
1/21/2016, 05:51 PM |
Q3 2015 |
1,298 |
$550M |
+$42.6M |
-$31.3M |
+$11.3M |
AAPL, NKE, TJX, BRKB, AET
|
13F-HR |
10/20/2015, 05:43 PM |
Q2 2015 |
1,354 |
$580M |
+$77M |
-$59M |
+$18M |
AAPL, AET, NKE, TJX, BRKB
|
13F-HR |
8/6/2015, 02:18 PM |
Q1 2015 |
1,287 |
$565M |
+$159M |
-$24.8M |
+$135M |
AAPL, AET, TJX, BRKB, B108PS
|
13F-HR |
5/14/2015, 07:48 PM |
Q4 2014 |
815 |
$417M |
+$62.7M |
-$72.6M |
-$9.93M |
AAPL, BRKB, TJX, NKE, MA
|
13F-HR |
1/16/2015, 04:24 PM |
Q3 2014 |
823 |
$414M |
+$21.4M |
-$26.6M |
-$5.27M |
AAPL, BRKB, QCOM, NKE, B108PS
|
13F-HR |
10/16/2014, 12:37 PM |
Q2 2014 |
831 |
$422M |
+$61.4M |
-$53.8M |
+$7.61M |
AAPL, QCOM, BRKB, SLB, RDSA
|
13F-HR |
7/16/2014, 10:55 AM |
Q1 2014 |
791 |
$419M |
+$32.4M |
-$19.3M |
+$13.2M |
AAPL, GOOGL, QCOM, BRKB, UNP
|
13F-HR |
4/23/2014, 11:12 AM |
Q4 2013 |
838 |
$408M |
$0 |
$0 |
|
AAPL, GOOGL, XOM, QCOM, MA
|
13F-HR |
1/17/2014, 01:05 PM |