Q3 2024 |
3,456 |
$70B |
+$5.37B |
-$3.96B |
+$1.41B |
AAPL, MSFT, IVV, BRKA, SPY
|
13F-HR |
11/14/2024, 11:03 AM |
Q2 2024 |
3,362 |
$64.7B |
+$5.12B |
-$2.24B |
+$2.89B |
AAPL, MSFT, IVV, BRKA, AMZN
|
13F-HR |
8/13/2024, 01:41 PM |
Q1 2024 |
3,298 |
$61.7B |
+$3.45B |
-$5.13B |
-$1.68B |
MSFT, AAPL, BRKA, IVV, SPY
|
13F-HR |
5/6/2024, 12:54 PM |
Q4 2023 |
3,350 |
$59.5B |
+$3.32B |
-$2B |
+$1.33B |
AAPL, MSFT, BRKA, IVV, SPY
|
13F-HR |
2/12/2024, 02:34 PM |
Q3 2023 |
3,305 |
$53.2B |
+$5.57B |
-$1.31B |
+$4.26B |
AAPL, MSFT, BRKA, BRKB, IVV
|
13F-HR |
11/8/2023, 05:09 PM |
Q2 2023 |
3,249 |
$50.8B |
+$3.9B |
-$1.32B |
+$2.58B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
8/14/2023, 08:36 AM |
Q1 2023 |
3,115 |
$45.8B |
+$2.47B |
-$2.25B |
+$222M |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
5/11/2023, 06:19 PM |
Q4 2022 |
3,102 |
$43.7B |
+$5.18B |
-$1.74B |
+$3.44B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
2/8/2023, 09:24 PM |
Q3 2022 |
2,953 |
$37.3B |
+$3B |
-$1.68B |
+$1.32B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
11/9/2022, 02:44 PM |
Q2 2022 |
2,978 |
$38.7B |
+$2.88B |
-$2.24B |
+$637M |
AAPL, MSFT, BRKA, SPY, JNJ
|
13F-HR |
8/9/2022, 05:55 PM |
Q1 2022 |
3,100 |
$44.8B |
+$3B |
-$1.89B |
+$1.11B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
5/11/2022, 06:44 PM |
Q4 2021 |
3,022 |
$45.6B |
+$6.44B |
-$1.08B |
+$5.36B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
2/9/2022, 09:01 PM |
Q3 2021 |
2,953 |
$37.3B |
+$4.3B |
-$944M |
+$3.35B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
11/12/2021, 10:50 AM |
Q2 2021 |
2,893 |
$34.5B |
+$2.7B |
-$1.78B |
+$917M |
AAPL, BRKA, MSFT, SPY, AMZN
|
13F-HR |
8/6/2021, 12:43 PM |
Q1 2021 |
2,830 |
$31.7B |
+$7.48B |
-$1.21B |
+$6.27B |
AAPL, BRKA, MSFT, SPY, BRKB
|
13F-HR |
5/10/2021, 04:54 PM |
Q4 2020 |
2,382 |
$24B |
+$4.74B |
-$3.41B |
+$1.33B |
AAPL, BRKA, MSFT, SPY, BRKB
|
13F-HR |
2/9/2021, 09:39 PM |
Q3 2020 |
2,322 |
$20.7B |
+$2.38B |
-$702M |
+$1.68B |
AAPL, BRKA, MSFT, SPY, AMZN
|
13F-HR |
11/13/2020, 01:18 PM |
Q2 2020 |
2,227 |
$18.3B |
+$1.43B |
-$1.2B |
+$236M |
AAPL, BRKA, MSFT, SPY, AMZN
|
13F-HR |
8/10/2020, 09:31 AM |
Q1 2020 |
2,062 |
$15.4B |
+$3.72B |
-$1.62B |
+$2.11B |
BRKA, AAPL, SPY, MSFT, BRKB
|
13F-HR |
5/21/2020, 09:26 AM |
Q4 2019 |
2,138 |
$16.9B |
+$1.2B |
-$3.57B |
-$2.37B |
SPY, MSFT, XOM, JNJ, JPM
|
13F-HR |
2/14/2020, 03:07 PM |
Q3 2019 |
2,259 |
$18.4B |
+$2.2B |
-$730M |
+$1.47B |
BRKA, AAPL, SPY, XOM, MSFT
|
13F-HR |
11/12/2019, 11:38 AM |
Q2 2019 |
2,250 |
$16.8B |
+$2.17B |
-$733M |
+$1.43B |
XOM, SPY, AAPL, MSFT, JNJ
|
13F-HR |
8/13/2019, 03:58 PM |
Q1 2019 |
2,156 |
$15B |
+$1.22B |
-$843M |
+$376M |
XOM, SPY, AAPL, MSFT, JNJ
|
13F-HR |
5/15/2019, 04:00 PM |
Q4 2018 |
2,074 |
$13B |
+$2.05B |
-$1.09B |
+$964M |
XOM, SPY, AAPL, MSFT, JNJ
|
13F-HR |
2/14/2019, 04:14 PM |
Q3 2018 |
2,147 |
$13.9B |
+$1.06B |
-$695M |
+$369M |
AAPL, SPY, MSFT, JNJ, BRKB
|
13F-HR |
11/9/2018, 11:21 AM |
Q2 2018 |
2,101 |
$12.8B |
+$1.38B |
-$724M |
+$659M |
AAPL, SPY, MSFT, JNJ, BRKB
|
13F-HR |
8/14/2018, 10:14 AM |
Q1 2018 |
2,051 |
$11.9B |
+$966M |
-$959M |
+$7.25M |
AAPL, SPY, MSFT, JNJ, BRKB
|
13F-HR |
5/15/2018, 02:27 PM |
Q4 2017 |
2,131 |
$12.2B |
+$659M |
-$727M |
-$67.9M |
AAPL, SPY, MSFT, JNJ, T
|
13F-HR |
2/14/2018, 12:36 PM |
Q3 2017 |
2,111 |
$11.7B |
+$997M |
-$834M |
+$163M |
AAPL, SPY, MSFT, JNJ, T
|
13F-HR |
11/14/2017, 02:11 PM |
Q2 2017 |
2,079 |
$11.2B |
+$1.19B |
-$626M |
+$564M |
AAPL, SPY, MSFT, JNJ, T
|
Restatement |
9/21/2017, 09:08 PM |
Q1 2017 |
1,979 |
$10.4B |
+$1.36B |
-$507M |
+$852M |
AAPL, SPY, MSFT, JNJ, T
|
13F-HR |
5/15/2017, 06:26 PM |
Q4 2016 |
1,874 |
$9.2B |
+$914M |
-$545M |
+$368M |
AAPL, SPY, MSFT, T, JNJ
|
13F-HR |
2/10/2017, 07:59 AM |
Q3 2016 |
1,854 |
$8.63B |
+$1.01B |
-$479M |
+$526M |
AAPL, SPY, MSFT, JNJ, XOM
|
13F-HR |
11/14/2016, 10:52 AM |
Q2 2016 |
1,713 |
$7.9B |
+$481M |
-$1.23B |
-$746M |
AAPL, JNJ, XOM, T, MSFT
|
13F-HR |
8/10/2016, 09:50 PM |
Q1 2016 |
1,980 |
$8.41B |
+$960M |
-$994M |
-$34.4M |
AAPL, MSFT, JNJ, T, XOM
|
13F-HR |
5/16/2016, 12:17 PM |
Q4 2015 |
1,987 |
$8.4B |
+$1.42B |
-$843M |
+$576M |
AAPL, SPY, MSFT, JNJ, XOM
|
Restatement |
5/18/2016, 07:01 AM |
Q3 2015 |
1,870 |
$7.55B |
+$2.5B |
-$581M |
+$1.92B |
AAPL, JNJ, MSFT, XOM, T
|
13F-HR |
11/13/2015, 09:44 PM |
Q2 2015 |
1,508 |
$6.23B |
+$1.11B |
-$1.42B |
-$311M |
SPY, JNJ, MSFT, AGG, XOM
|
13F-HR |
8/10/2015, 09:27 PM |
Q1 2015 |
1,606 |
$6.48B |
+$836M |
-$773M |
+$63M |
SPY, AAPL, JNJ, XOM, MSFT
|
13F-HR |
5/15/2015, 08:37 AM |
Q4 2014 |
1,588 |
$6.53B |
+$953M |
-$452M |
+$501M |
SPY, AAPL, JNJ, MSFT, XOM
|
13F-HR |
2/17/2015, 12:04 PM |
Q3 2014 |
1,529 |
$5.91B |
+$767M |
-$506M |
+$261M |
AAPL, SPY, JNJ, MSFT, XOM
|
13F-HR |
11/14/2014, 08:09 AM |
Q2 2014 |
1,547 |
$5.75B |
+$851M |
-$349M |
+$502M |
AAPL, SPY, JNJ, XOM, MSFT
|
13F-HR |
8/13/2014, 05:02 PM |
Q1 2014 |
1,463 |
$5.12B |
+$717M |
-$490M |
+$227M |
AAPL, SPY, JNJ, XOM, MSFT
|
13F-HR |
5/15/2014, 02:11 PM |
Q4 2013 |
1,475 |
$4.86B |
$0 |
$0 |
|
SPY, AAPL, XOM, JNJ, UPS
|
13F-HR |
2/14/2014, 05:13 PM |