Q3 2024 |
1,529 |
$24.3B |
+$1.12B |
-$877M |
+$248M |
AAPL, MSFT, NVDA, AMZN, IEFA
|
13F-HR |
11/4/2024, 02:38 PM |
Q2 2024 |
1,515 |
$22.9B |
+$2.2B |
-$11.6B |
-$9.41B |
MSFT, AAPL, NVDA, VTI, AMZN
|
13F-HR |
8/7/2024, 02:49 PM |
Q1 2024 |
1,548 |
$33.1B |
+$1.31B |
-$506M |
+$807M |
MSFT, AAPL, NVDA, AMZN, IEFA
|
13F-HR |
5/2/2024, 09:12 AM |
Q4 2023 |
1,549 |
$29.8B |
+$386M |
-$1.45B |
-$1.07B |
AAPL, MSFT, AMZN, NVDA, IEFA
|
13F-HR |
2/2/2024, 10:36 AM |
Q3 2023 |
1,616 |
$27.8B |
+$490M |
-$1.24B |
-$755M |
AAPL, MSFT, AMZN, IEFA, NVDA
|
13F-HR |
11/8/2023, 02:44 PM |
Q2 2023 |
1,637 |
$29.6B |
+$575M |
-$890M |
-$315M |
AAPL, MSFT, AMZN, IEFA, NVDA
|
13F-HR |
8/2/2023, 11:41 AM |
Q1 2023 |
1,709 |
$28B |
+$704M |
-$912M |
-$209M |
AAPL, MSFT, IEFA, AMZN, NVDA
|
13F-HR |
4/26/2023, 02:51 PM |
Q4 2022 |
1,679 |
$26.5B |
+$828M |
-$732M |
+$95.2M |
AAPL, MSFT, IEFA, AMZN, JNK
|
13F-HR |
2/1/2023, 03:47 PM |
Q3 2022 |
1,678 |
$24.7B |
+$1.65B |
-$930M |
+$719M |
AAPL, MSFT, AMZN, IEFA, TSLA
|
13F-HR |
10/28/2022, 03:51 PM |
Q2 2022 |
1,689 |
$26.3B |
+$1.4B |
-$741M |
+$660M |
AAPL, MSFT, AMZN, IEFA, GOOGL
|
13F-HR |
8/4/2022, 04:01 PM |
Q1 2022 |
1,700 |
$31.4B |
+$633M |
-$1.79B |
-$1.16B |
AAPL, MSFT, AMZN, IEFA, TSLA
|
13F-HR |
5/3/2022, 03:02 PM |
Q4 2021 |
1,749 |
$34.6B |
+$704M |
-$907M |
-$203M |
AAPL, MSFT, AMZN, IEFA, VOO
|
13F-HR |
1/31/2022, 11:51 AM |
Q3 2021 |
1,728 |
$32.3B |
+$3.55B |
-$1.38B |
+$2.17B |
AAPL, MSFT, AMZN, IEFA, VTI
|
13F-HR |
10/27/2021, 02:58 PM |
Q2 2021 |
1,773 |
$30.5B |
+$1.54B |
-$1.57B |
-$32.8M |
AAPL, MSFT, AMZN, GOOG, IEFA
|
13F-HR |
7/23/2021, 09:34 AM |
Q1 2021 |
1,691 |
$28.5B |
+$569M |
-$1.86B |
-$1.29B |
AAPL, MSFT, AMZN, GOOG, IEFA
|
13F-HR |
4/27/2021, 08:30 AM |
Q4 2020 |
1,590 |
$28.3B |
+$1.2B |
-$1.55B |
-$356M |
AAPL, MSFT, AMZN, IEFA, GOOG
|
13F-HR |
2/3/2021, 02:15 PM |
Q3 2020 |
1,597 |
$25.2B |
+$1.67B |
-$1.36B |
+$309M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
10/27/2020, 10:01 AM |
Q2 2020 |
1,604 |
$24B |
+$977M |
-$1.95B |
-$971M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
8/4/2020, 09:22 AM |
Q1 2020 |
1,588 |
$20.6B |
+$153M |
-$271M |
-$117M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
6/19/2020, 04:20 PM |
Q4 2019 |
1,599 |
$26.5B |
+$691M |
-$2.23B |
-$1.54B |
AAPL, MSFT, GOOG, AMZN, META
|
13F-HR |
1/31/2020, 09:52 AM |
Q3 2019 |
1,592 |
$25.9B |
+$7.29B |
-$8.33B |
-$1.04B |
AAPL, MSFT, GOOG, AMZN, META
|
13F-HR |
10/23/2019, 03:48 PM |
Q2 2019 |
920 |
$26.9B |
+$1.19B |
-$1.82B |
-$630M |
MSFT, AMZN, AAPL, GOOG, T
|
13F-HR |
7/22/2019, 12:56 PM |
Q1 2019 |
906 |
$26.7B |
+$1.61B |
-$1.56B |
+$52.1M |
MSFT, AMZN, GOOG, AAPL, VTI
|
13F-HR |
5/2/2019, 11:58 AM |
Q4 2018 |
914 |
$23.4B |
+$2.14B |
-$1.77B |
+$365M |
MSFT, AMZN, GOOG, AAPL, VTI
|
13F-HR |
1/25/2019, 11:39 AM |
Q3 2018 |
924 |
$27.1B |
+$1.71B |
-$2.57B |
-$860M |
AMZN, MSFT, AAPL, GOOG, JPM
|
13F-HR |
10/15/2018, 11:21 AM |
Q2 2018 |
958 |
$26.5B |
+$1.97B |
-$2.09B |
-$121M |
AMZN, MSFT, AAPL, GOOG, META
|
13F-HR |
7/30/2018, 11:30 AM |
Q1 2018 |
948 |
$26B |
+$2.09B |
-$2.02B |
+$66.8M |
MSFT, AMZN, AAPL, GOOG, JPM
|
13F-HR |
5/8/2018, 10:11 AM |
Q4 2017 |
935 |
$26.4B |
+$2.27B |
-$2.15B |
+$118M |
AAPL, MSFT, GOOG, AMZN, META
|
13F-HR |
2/6/2018, 10:29 AM |
Q3 2017 |
945 |
$25B |
+$1.95B |
-$2.19B |
-$237M |
AAPL, MSFT, GOOG, AMZN, META
|
13F-HR |
10/25/2017, 01:14 PM |
Q2 2017 |
938 |
$24.3B |
+$2B |
-$2.14B |
-$139M |
AAPL, MSFT, GOOG, META, AMZN
|
13F-HR |
7/28/2017, 11:06 AM |
Q1 2017 |
937 |
$23.9B |
+$1.82B |
-$2.47B |
-$657M |
AAPL, GOOG, MSFT, META, AMZN
|
13F-HR |
4/26/2017, 01:03 PM |
Q4 2016 |
935 |
$23.3B |
+$2.17B |
-$2.79B |
-$611M |
AAPL, GOOG, MSFT, META, XOM
|
13F-HR |
1/26/2017, 11:24 AM |
Q3 2016 |
929 |
$23.2B |
+$2.31B |
-$2B |
+$315M |
AAPL, GOOG, MSFT, META, DIS
|
13F-HR |
10/21/2016, 02:37 PM |
Q2 2016 |
944 |
$22B |
+$1.82B |
-$2.37B |
-$546M |
AAPL, GOOG, MSFT, DIS, XOM
|
13F-HR |
8/2/2016, 11:51 AM |
Q1 2016 |
951 |
$22.2B |
+$2.18B |
-$3.61B |
-$1.43B |
AAPL, GOOG, MSFT, DIS, META
|
13F-HR |
4/28/2016, 02:02 PM |
Q4 2015 |
981 |
$23.7B |
$0 |
$0 |
|
AAPL, MSFT, GOOG, DIS, EFA
|
New Holdings |
2/18/2016, 02:33 PM |
Q4 2015 |
981 |
$23.7B |
+$2.84B |
-$3.71B |
-$864M |
AAPL, MSFT, GOOG, DIS, EFA
|
13F-HR |
2/10/2016, 08:31 AM |
Q3 2015 |
952 |
$23.5B |
+$2.65B |
-$2.54B |
+$117M |
AAPL, MSFT, DIS, WFC, JPM
|
13F-HR |
11/2/2015, 02:47 PM |
Q2 2015 |
931 |
$26B |
+$3.63B |
-$3.24B |
+$390M |
AAPL, MSFT, VWO, DIS, WFC
|
13F-HR |
8/6/2015, 01:49 PM |
Q1 2015 |
932 |
$25.6B |
+$2.39B |
-$2.82B |
-$429M |
EEM, AAPL, MSFT, DIS, WFC
|
13F-HR |
5/14/2015, 03:30 PM |
Q4 2014 |
949 |
$25.9B |
+$2.57B |
-$2.55B |
+$14.4M |
EEM, AAPL, MSFT, WFC, DIS
|
13F-HR |
2/12/2015, 01:46 PM |
Q3 2014 |
921 |
$25.3B |
+$2.25B |
-$1.78B |
+$467M |
EEM, AAPL, MSFT, XOM, EFA
|
13F-HR |
11/3/2014, 12:43 PM |
Q2 2014 |
911 |
$25.1B |
+$22.1B |
-$325M |
+$21.8B |
EEM, AAPL, EFA, XOM, MSFT
|
13F-HR |
8/11/2014, 09:31 AM |
Q1 2014 |
58 |
$3.18B |
+$3.18B |
-$3.57M |
+$3.17B |
EEM, EFA, IEMG, EWY, VWO
|
13F-HR |
5/5/2014, 03:53 PM |
Q4 2013 |
46 |
$3.57M |
$0 |
$0 |
|
|
13F-HR |
2/7/2014, 02:38 PM |