Q2 2024 |
2,219 |
$36.8B |
+$2.54B |
-$3.43B |
-$891M |
VOO, AAPL, MSFT, PG, IVV
|
13F-HR |
8/13/2024, 05:05 PM |
Q1 2024 |
2,284 |
$37.9B |
+$5.21B |
-$900M |
+$4.31B |
VOO, MSFT, AAPL, PG, SPY
|
13F-HR |
5/14/2024, 09:14 AM |
Q4 2023 |
1,848 |
$19.7B |
+$5.87B |
-$2.04B |
+$3.83B |
PG, IVV, IEFA, CACC, QUAL
|
13F-HR |
1/26/2024, 02:30 PM |
Q3 2023 |
1,389 |
$20.6B |
+$2.84B |
-$7.12B |
-$4.28B |
AAPL, IVV, MSFT, SPY, VEA
|
13F-HR |
11/13/2023, 08:20 PM |
Q2 2023 |
1,628 |
$25.7B |
+$5.42B |
-$487M |
+$4.93B |
AAPL, SPY, VOO, MSFT, IVV
|
13F-HR |
8/14/2023, 10:52 AM |
Q1 2023 |
1,844 |
$15B |
+$3.09B |
-$948M |
+$2.14B |
VOO, SPY, IVV, PG, VEA
|
13F-HR |
5/11/2023, 11:56 AM |
Q4 2022 |
1,483 |
$12.4B |
+$5.97B |
-$258M |
+$5.71B |
AAPL, VOO, MSFT, ITW, UNH
|
13F-HR |
2/15/2023, 04:35 PM |
Q3 2022 |
1,175 |
$8.32B |
+$1.24B |
-$741M |
+$503M |
SPY, VOO, AAPL, IVV, IEFA
|
13F-HR |
11/10/2022, 06:39 PM |
Q2 2022 |
1,179 |
$8.49B |
+$2.43B |
-$282M |
+$2.15B |
VOO, AAPL, IVV, VEA, IEFA
|
13F-HR |
8/10/2022, 01:14 PM |
Q1 2022 |
937 |
$5.46B |
+$520M |
-$402M |
+$119M |
VOO, AAPL, ITW, MSFT, AMZN
|
13F-HR |
4/25/2022, 02:09 PM |
Q4 2021 |
1,019 |
$4.76B |
+$1.18B |
-$100M |
+$1.08B |
ITW, AAPL, MSFT, AMZN, NTRS
|
13F-HR |
2/14/2022, 05:03 PM |
Q3 2021 |
682 |
$4.55B |
+$243M |
-$135M |
+$108M |
SPY, ITW, VOO, AAPL, IEFA
|
13F-HR |
10/25/2021, 09:59 AM |
Q2 2021 |
708 |
$4.57B |
+$253M |
-$163M |
+$90.2M |
ITW, SPY, AAPL, VOO, GDS
|
13F-HR |
8/11/2021, 11:15 AM |
Q1 2021 |
693 |
$4.21B |
+$1.11B |
-$158M |
+$956M |
ITW, SPY, AAPL, VOO, GDS
|
Restatement |
8/11/2021, 11:12 AM |
Q4 2020 |
639 |
$3.12B |
+$495M |
-$91.6M |
+$403M |
ITW, GDS, AAPL, VOO, SPY
|
13F-HR |
2/10/2021, 05:35 PM |
Q3 2020 |
501 |
$2.43B |
+$649M |
-$107M |
+$542M |
ITW, GDS, AAPL, SPY, VOO
|
13F-HR |
11/12/2020, 10:51 AM |
Q2 2020 |
455 |
$1.81B |
+$178M |
-$283M |
-$104M |
ITW, GDS, SPY, VOO, NTRS
|
Restatement |
8/17/2020, 09:40 AM |
Q1 2020 |
440 |
$1.59B |
+$183M |
-$147M |
+$35.8M |
ITW, GDS, SPY, NTRS, META
|
13F-HR |
5/14/2020, 02:42 PM |
Q4 2019 |
530 |
$1.96B |
+$380M |
-$293M |
+$86.7M |
ITW, NTRS, GDS, META, SPY
|
13F-HR |
2/14/2020, 11:11 AM |
Q3 2019 |
473 |
$1.7B |
+$198M |
-$90.6M |
+$107M |
ITW, META, SPY, GDS, NTRS
|
13F-HR |
10/30/2019, 09:40 AM |
Q2 2019 |
475 |
$1.59B |
+$282M |
-$245M |
+$37.2M |
ITW, META, GDS, SPY, AAPL
|
13F-HR |
8/14/2019, 05:06 PM |
Q1 2019 |
529 |
$1.49B |
+$111M |
-$332M |
-$221M |
ITW, META, SPY, GDS, NTRS
|
13F-HR |
5/14/2019, 04:48 PM |
Q4 2018 |
513 |
$1.49B |
+$350M |
-$76.6M |
+$274M |
ITW, SPY, META, EFA, NTRS
|
13F-HR |
2/6/2019, 10:31 AM |
Q3 2018 |
532 |
$1.44B |
+$74.8M |
-$46.3M |
+$28.5M |
META, SPY, AAPL, ITW, GDS
|
13F-HR |
11/15/2018, 10:27 AM |
Q2 2018 |
534 |
$1.35B |
+$115M |
-$117M |
-$2.27M |
META, SPY, AAPL, ITW, GDS
|
13F-HR |
8/15/2018, 09:27 AM |
Q1 2018 |
520 |
$1.31B |
+$104M |
-$262M |
-$158M |
META, SPY, AAPL, ITW, GDS
|
13F-HR |
5/15/2018, 11:43 AM |
Q4 2017 |
555 |
$1.49B |
+$80.4M |
-$92M |
-$11.7M |
ITW, META, SPY, AAPL, DBEU
|
13F-HR |
2/14/2018, 03:18 PM |
Q3 2017 |
564 |
$1.41B |
+$557M |
-$357M |
+$200M |
ITW, META, SPY, AAPL, DBEU
|
13F-HR |
11/13/2017, 11:06 AM |
Q2 2017 |
343 |
$753M |
$0 |
$0 |
|
ILMN, OEF, META, SPY, DBEU
|
13F-HR |
8/10/2017, 11:22 AM |
Q1 2017 |
430 |
$1.17B |
+$1.1B |
-$356K |
+$1.1B |
META, ITW, SPY, DBEU, AAPL
|
13F-HR |
5/2/2017, 05:37 PM |
Q4 2016 |
49 |
$72.7M |
$0 |
$0 |
|
XOM, WFC, HBAN, MSFT, INTC
|
13F-HR |
2/13/2017, 03:14 PM |