Q3 2024 |
3,408 |
$75B |
+$4.41B |
-$3.07B |
+$1.34B |
AAPL, MSFT, IVV, VOO, SPY
|
13F-HR |
10/18/2024, 11:32 AM |
Q2 2024 |
3,378 |
$70.3B |
+$4.91B |
-$1.57B |
+$3.34B |
AAPL, MSFT, IVV, VOO, NVDA
|
13F-HR |
7/19/2024, 01:28 PM |
Q1 2024 |
3,373 |
$67.3B |
+$4.21B |
-$2.63B |
+$1.58B |
MSFT, AAPL, VOO, IVV, SPY
|
13F-HR |
4/22/2024, 10:49 AM |
Q4 2023 |
3,273 |
$61.5B |
+$3.69B |
-$2.74B |
+$950M |
AAPL, MSFT, VOO, IVV, QQQ
|
13F-HR |
1/16/2024, 01:29 PM |
Q3 2023 |
3,231 |
$55.2B |
+$2.54B |
-$1.89B |
+$650M |
AAPL, MSFT, VOO, IVV, QQQ
|
13F-HR |
10/24/2023, 10:26 AM |
Q2 2023 |
3,222 |
$56.7B |
+$3.19B |
-$2.02B |
+$1.16B |
AAPL, MSFT, VOO, IVV, QQQ
|
13F-HR |
7/25/2023, 02:51 PM |
Q1 2023 |
3,240 |
$52.7B |
+$3.4B |
-$2.51B |
+$893M |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
4/14/2023, 03:29 PM |
Q4 2022 |
3,201 |
$49.7B |
+$3.28B |
-$1.99B |
+$1.29B |
AAPL, VOO, MSFT, IVV, SPY
|
13F-HR |
2/8/2023, 04:30 PM |
Q3 2022 |
3,208 |
$45B |
+$3.43B |
-$1.57B |
+$1.86B |
AAPL, VOO, MSFT, IVV, SPY
|
13F-HR |
10/25/2022, 10:44 AM |
Q2 2022 |
3,184 |
$46B |
+$3.41B |
-$2.37B |
+$1.04B |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
8/12/2022, 02:15 PM |
Q1 2022 |
3,251 |
$53B |
+$4.38B |
-$2.39B |
+$1.99B |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
5/11/2022, 10:55 AM |
Q4 2021 |
3,235 |
$53.6B |
+$2.7B |
-$2.22B |
+$477M |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
2/8/2022, 03:49 PM |
Q3 2021 |
3,226 |
$49.4B |
+$2.82B |
-$1.64B |
+$1.17B |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
11/2/2021, 02:23 PM |
Q2 2021 |
3,230 |
$49B |
+$3.75B |
-$1.58B |
+$2.17B |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
8/11/2021, 11:02 AM |
Q1 2021 |
3,123 |
$44.3B |
+$4.04B |
-$1.79B |
+$2.25B |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
5/14/2021, 02:39 PM |
Q4 2020 |
2,944 |
$40.1B |
+$3.29B |
-$1.9B |
+$1.39B |
AAPL, MSFT, VOO, SPY, IVV
|
13F-HR |
2/12/2021, 02:32 PM |
Q3 2020 |
2,825 |
$35B |
+$3.52B |
-$1.3B |
+$2.22B |
AAPL, MSFT, USMV, VOO, QQQ
|
13F-HR |
11/4/2020, 09:54 AM |
Q2 2020 |
2,767 |
$31.5B |
+$5.84B |
-$1.34B |
+$4.5B |
AAPL, MSFT, USMV, VOO, QQQ
|
13F-HR |
7/17/2020, 11:45 AM |
Q1 2020 |
2,389 |
$22.9B |
+$1.98B |
-$4.64B |
-$2.67B |
AAPL, MSFT, USMV, SPY, VOO
|
13F-HR |
4/21/2020, 04:12 PM |
Q4 2019 |
2,809 |
$31.2B |
+$2.78B |
-$916M |
+$1.87B |
AAPL, USMV, MSFT, VOO, SPY
|
13F-HR |
2/12/2020, 12:52 PM |
Q3 2019 |
2,760 |
$27.6B |
+$2.44B |
-$1.06B |
+$1.37B |
USMV, AAPL, MSFT, VOO, SPY
|
13F-HR |
11/7/2019, 10:25 AM |
Q2 2019 |
2,795 |
$26.1B |
+$2.2B |
-$963M |
+$1.24B |
AAPL, MSFT, USMV, VOO, SPY
|
13F-HR |
8/6/2019, 10:47 AM |
Q1 2019 |
2,752 |
$24.1B |
+$3.75B |
-$896M |
+$2.86B |
AAPL, MSFT, VOO, SPY, MGPI
|
13F-HR |
5/6/2019, 05:02 PM |
Q4 2018 |
2,540 |
$19B |
+$2.55B |
-$2.79B |
-$244M |
AAPL, VOO, SPY, MSFT, IEFA
|
13F-HR |
2/11/2019, 04:24 PM |
Q3 2018 |
2,774 |
$22.1B |
+$2.11B |
-$626M |
+$1.48B |
AAPL, VOO, MSFT, SPY, MGPI
|
13F-HR |
11/14/2018, 03:08 PM |
Q2 2018 |
2,737 |
$19.6B |
+$3.4B |
-$1.48B |
+$1.92B |
AAPL, MGPI, SPY, MSFT, VOO
|
13F-HR |
7/30/2018, 04:01 PM |
Q1 2018 |
2,511 |
$17.4B |
+$2.9B |
-$1.31B |
+$1.58B |
MGPI, AAPL, SPY, MSFT, VOO
|
13F-HR |
4/16/2018, 04:41 PM |
Q4 2017 |
2,497 |
$16B |
+$1.52B |
-$1.82B |
-$297M |
MGPI, AAPL, MSFT, VOO, RSP
|
13F-HR |
2/9/2018, 03:10 PM |
Q3 2017 |
2,519 |
$15.6B |
+$1.2B |
-$579M |
+$620M |
AAPL, MGPI, SPY, RSP, MSFT
|
13F-HR |
10/26/2017, 11:13 AM |
Q2 2017 |
2,477 |
$14.5B |
+$1.49B |
-$360M |
+$1.13B |
AAPL, SPY, MGPI, RSP, MSFT
|
13F-HR |
8/15/2017, 11:40 AM |
Q1 2017 |
2,387 |
$13.1B |
+$1.39B |
-$666M |
+$723M |
AAPL, MGPI, SPY, RSP, MSFT
|
13F-HR |
5/9/2017, 04:09 PM |
Q4 2016 |
2,309 |
$11.9B |
+$1.53B |
-$1.08B |
+$447M |
MGPI, AAPL, SPY, RSP, MSFT
|
13F-HR |
2/9/2017, 11:58 AM |
Q3 2016 |
2,265 |
$11.2B |
+$1.24B |
-$568M |
+$676M |
AAPL, MGPI, USMV, SPY, MSFT
|
13F-HR |
11/14/2016, 04:50 PM |
Q2 2016 |
2,234 |
$10.3B |
+$1.94B |
-$548M |
+$1.39B |
USMV, AAPL, SPY, MSFT, T
|
13F-HR |
8/12/2016, 02:45 PM |
Q1 2016 |
2,035 |
$8.69B |
+$1.49B |
-$1.39B |
+$96.2M |
AAPL, SPY, USMV, MSFT, T
|
Restatement |
8/12/2016, 02:56 PM |
Q4 2015 |
1,570 |
$8.54B |
+$2.7B |
-$345M |
+$2.35B |
SPY, AAPL, FV, MSFT, DBEF
|
13F-HR |
2/16/2016, 04:17 PM |
Q3 2015 |
1,363 |
$5.97B |
+$4.75B |
-$53.2M |
+$4.69B |
AAPL, SPY, DBEF, RSP, JNJ
|
13F-HR |
11/16/2015, 05:36 PM |
Q2 2015 |
612 |
$1.4B |
+$658M |
-$1.29B |
-$627M |
AAPL, SHY, VTI, PDP, BRKB
|
13F-HR |
8/14/2015, 12:38 PM |
Q1 2015 |
557 |
$2.05B |
+$208M |
-$103M |
+$105M |
RSP, SPY, VIG, VTI, USMV
|
13F-HR |
5/14/2015, 02:18 PM |
Q4 2014 |
556 |
$1.93B |
+$224M |
-$178M |
+$45.4M |
RSP, SPY, VIG, TIP, SDY
|
13F-HR |
2/12/2015, 11:35 AM |
Q3 2014 |
548 |
$1.85B |
+$282M |
-$81M |
+$201M |
RSP, SPY, VIG, TIP, EFA
|
13F-HR |
11/17/2014, 11:36 AM |
Q2 2014 |
505 |
$1.68B |
+$138M |
-$197M |
-$59.8M |
RSP, SPY, VIG, TIP, SDY
|
13F-HR |
8/14/2014, 11:34 AM |
Q1 2014 |
519 |
$1.7B |
+$155M |
-$107M |
+$47.3M |
RSP, SPY, VIG, TIP, EFA
|
13F-HR |
5/8/2014, 01:37 PM |
Q4 2013 |
504 |
$1.63B |
$0 |
$0 |
|
RSP, SPY, VIG, TIP, EFA
|
13F-HR |
2/3/2014, 10:42 AM |