Q3 2024 |
3,408 |
$29.4B |
+$2.17B |
-$1.17B |
+$1B |
AAPL, VOO, NVDA, QQQ, IVV
|
13F-HR |
10/28/2024, 11:01 AM |
Q2 2024 |
3,308 |
$27.1B |
+$2.46B |
-$1.28B |
+$1.17B |
AAPL, VOO, NVDA, QQQ, IVV
|
13F-HR |
7/26/2024, 09:39 AM |
Q1 2024 |
3,300 |
$26B |
+$2.03B |
-$1.07B |
+$961M |
VOO, AAPL, QQQ, IVV, NVDA
|
13F-HR |
4/24/2024, 12:58 PM |
Q4 2023 |
3,183 |
$23.5B |
+$1.68B |
-$1.64B |
+$38.2M |
AAPL, VOO, QQQ, IVV, MSFT
|
13F-HR |
2/9/2024, 03:32 PM |
Q3 2023 |
3,133 |
$21.4B |
+$1.55B |
-$1.21B |
+$338M |
AAPL, VOO, IVV, QQQ, MSFT
|
13F-HR |
10/24/2023, 07:51 AM |
Q2 2023 |
3,165 |
$21.9B |
+$1.7B |
-$1.17B |
+$530M |
AAPL, VOO, IVV, QQQ, MSFT
|
13F-HR |
7/13/2023, 09:36 AM |
Q1 2023 |
3,149 |
$20.4B |
+$1.5B |
-$1.38B |
+$113M |
AAPL, VOO, IVV, VXUS, QQQ
|
13F-HR |
5/11/2023, 11:29 AM |
Q4 2022 |
3,099 |
$19.3B |
+$1.49B |
-$999M |
+$495M |
AAPL, VOO, IVV, VXUS, QQQ
|
13F-HR |
2/8/2023, 11:39 AM |
Q3 2022 |
3,049 |
$17.7B |
+$1.5B |
-$1.06B |
+$443M |
AAPL, VOO, IVV, VXUS, QQQ
|
13F-HR |
10/17/2022, 10:15 AM |
Q2 2022 |
3,040 |
$18.6B |
+$1.7B |
-$1.47B |
+$221M |
AAPL, VOO, VXUS, IVV, MSFT
|
13F-HR |
7/13/2022, 11:18 AM |
Q1 2022 |
3,156 |
$21.8B |
+$1.9B |
-$1.31B |
+$595M |
AAPL, VOO, QQQ, VXUS, IVV
|
13F-HR |
5/11/2022, 06:04 PM |
Q4 2021 |
3,165 |
$22.4B |
+$1.66B |
-$826M |
+$835M |
AAPL, VOO, QQQ, VXUS, IVV
|
13F-HR |
2/3/2022, 03:30 PM |
Q3 2021 |
3,083 |
$20.3B |
+$1.26B |
-$1.5B |
-$244M |
VOO, AAPL, VXUS, QQQ, VTI
|
13F-HR |
11/2/2021, 04:16 PM |
Q2 2021 |
3,083 |
$20.9B |
+$2.32B |
-$837M |
+$1.48B |
VOO, AAPL, VXUS, QQQ, AMZN
|
13F-HR |
8/10/2021, 02:35 PM |
Q1 2021 |
2,861 |
$18.4B |
+$1.88B |
-$1.23B |
+$654M |
VOO, AAPL, VXUS, QQQ, AMZN
|
13F-HR |
5/7/2021, 02:20 PM |
Q4 2020 |
2,705 |
$17.1B |
+$1.77B |
-$944M |
+$825M |
AAPL, VOO, VXUS, QQQ, AMZN
|
13F-HR |
2/4/2021, 09:31 AM |
Q3 2020 |
2,513 |
$14.8B |
+$1.91B |
-$856M |
+$1.06B |
AAPL, VOO, QQQ, AMZN, VXUS
|
13F-HR |
10/29/2020, 01:24 PM |
Q2 2020 |
2,454 |
$13.3B |
+$1.9B |
-$723M |
+$1.18B |
VOO, AAPL, VXUS, AMZN, QQQ
|
13F-HR |
7/27/2020, 03:16 PM |
Q1 2020 |
2,271 |
$10.4B |
+$1.13B |
-$1.29B |
-$161M |
VOO, AAPL, VXUS, IVV, AMZN
|
13F-HR |
5/8/2020, 10:03 AM |
Q4 2019 |
2,403 |
$13B |
+$1.34B |
-$453M |
+$889M |
VOO, AAPL, VXUS, IVV, VTI
|
13F-HR |
2/4/2020, 11:35 AM |
Q3 2019 |
2,339 |
$11.4B |
+$927M |
-$517M |
+$410M |
VOO, VXUS, AAPL, IVV, VTI
|
Restatement |
11/6/2019, 03:30 PM |
Q2 2019 |
2,199 |
$10.9B |
+$927M |
-$776M |
+$152M |
VOO, VXUS, AAPL, IVV, VTI
|
13F-HR |
8/15/2019, 01:48 PM |
Q1 2019 |
2,273 |
$10.5B |
+$1.13B |
-$661M |
+$464M |
VOO, VXUS, AAPL, IVV, VTI
|
13F-HR |
5/8/2019, 04:21 PM |
Q4 2018 |
2,144 |
$9.04B |
+$864M |
-$968M |
-$104M |
VOO, VXUS, AAPL, IVV, BNDX
|
13F-HR |
2/5/2019, 08:48 AM |
Q3 2018 |
2,230 |
$10.5B |
+$1.14B |
-$534M |
+$603M |
VOO, VXUS, AAPL, IVV, VTI
|
13F-HR |
11/2/2018, 02:03 PM |
Q2 2018 |
2,196 |
$9.44B |
+$1.42B |
-$962M |
+$460M |
VOO, VXUS, AAPL, BNDX, IVV
|
13F-HR |
8/10/2018, 11:14 AM |
Q1 2018 |
2,138 |
$8.86B |
+$1.02B |
-$516M |
+$504M |
VOO, VXUS, AAPL, IVV, BNDX
|
13F-HR |
5/9/2018, 11:40 AM |
Q4 2017 |
2,105 |
$8.5B |
+$1.07B |
-$288M |
+$779M |
VOO, VXUS, IVV, AAPL, BNDX
|
13F-HR |
2/22/2018, 05:28 PM |
Q3 2017 |
1,996 |
$7.44B |
+$734M |
-$315M |
+$419M |
VOO, VXUS, IVV, AAPL, BNDX
|
13F-HR |
11/7/2017, 12:04 PM |
Q2 2017 |
1,928 |
$6.8B |
+$1.08B |
-$233M |
+$845M |
VOO, VXUS, IVV, AAPL, BNDX
|
13F-HR |
8/8/2017, 08:44 AM |
Q1 2017 |
1,765 |
$5.85B |
+$626M |
-$298M |
+$328M |
VOO, VXUS, IVV, BNDX, BND
|
13F-HR |
5/12/2017, 01:30 PM |
Q4 2016 |
1,665 |
$5.34B |
+$627M |
-$665M |
-$38.1M |
VOO, VXUS, IVV, BNDX, BSV
|
13F-HR |
2/13/2017, 02:49 PM |
Q3 2016 |
1,741 |
$5.39B |
+$858M |
-$259M |
+$599M |
VOO, VXUS, IVV, AAPL, BNDX
|
13F-HR |
11/14/2016, 09:24 AM |
Q2 2016 |
1,557 |
$4.72B |
+$650M |
-$466M |
+$184M |
VOO, VXUS, IVV, BND, BNDX
|
13F-HR |
8/4/2016, 11:02 AM |
Q1 2016 |
1,604 |
$4.42B |
+$486M |
-$347M |
+$139M |
VOO, VXUS, IVV, AAPL, BND
|
13F-HR |
5/3/2016, 09:56 AM |
Q4 2015 |
1,577 |
$4.22B |
+$860M |
-$231M |
+$628M |
VOO, VXUS, IVV, AAPL, SPY
|
13F-HR |
2/10/2016, 09:07 AM |
Q3 2015 |
1,435 |
$3.48B |
+$718M |
-$594M |
+$124M |
VOO, VXUS, IVV, BND, BNDX
|
Restatement |
11/20/2015, 10:54 AM |
Q2 2015 |
1,445 |
$3.62B |
+$351M |
-$190M |
+$161M |
IVV, BND, AAPL, VTI, VXUS
|
13F-HR |
7/29/2015, 09:35 AM |
Q1 2015 |
1,413 |
$3.51B |
+$451M |
-$191M |
+$260M |
IVV, BND, AAPL, SPY, VTI
|
13F-HR |
5/4/2015, 03:26 PM |
Q4 2014 |
1,368 |
$3.23B |
+$414M |
-$616M |
-$203M |
IVV, BND, VTI, AAPL, SPY
|
13F-HR |
2/6/2015, 11:16 AM |
Q3 2014 |
1,462 |
$3.39B |
+$741M |
-$157M |
+$585M |
VOO, IVV, AAPL, XOM, VWO
|
13F-HR |
11/5/2014, 10:37 AM |
Q2 2014 |
1,337 |
$2.87B |
+$306M |
-$141M |
+$165M |
IVV, XOM, VWO, AAPL, SPY
|
13F-HR |
7/25/2014, 03:20 PM |
Q1 2014 |
1,293 |
$2.65B |
+$296M |
-$119M |
+$177M |
IVV, XOM, VWO, SPY, VTI
|
13F-HR |
4/29/2014, 01:12 PM |
Q4 2013 |
1,235 |
$2.44B |
$0 |
$0 |
|
IVV, SPY, XOM, VWO, VTI
|
13F-HR |
1/24/2014, 10:09 AM |