Q3 2024 |
2,388 |
$16.1B |
+$1.04B |
-$631M |
+$414M |
AAPL, VTI, SPY, NVDA, SPLG
|
13F-HR |
10/22/2024, 10:43 AM |
Q2 2024 |
2,319 |
$14.9B |
+$1.45B |
-$455M |
+$998M |
AAPL, VTI, SPY, MSFT, NVDA
|
13F-HR |
8/5/2024, 05:17 PM |
Q1 2024 |
2,284 |
$13.9B |
+$910M |
-$692M |
+$218M |
AAPL, VTI, SPY, MSFT, QQQ
|
13F-HR |
4/30/2024, 03:05 PM |
Q4 2023 |
2,214 |
$12.9B |
+$1.05B |
-$417M |
+$631M |
AAPL, VTI, SPY, SPLG, QQQ
|
13F-HR |
2/6/2024, 05:16 PM |
Q3 2023 |
2,040 |
$11.2B |
+$680M |
-$501M |
+$179M |
AAPL, VTI, SPY, SPLG, QQQ
|
13F-HR |
11/2/2023, 09:22 PM |
Q2 2023 |
2,017 |
$11.5B |
+$920M |
-$486M |
+$434M |
AAPL, VTI, SPY, QQQ, SPLG
|
13F-HR |
8/9/2023, 06:42 PM |
Q1 2023 |
1,961 |
$10.5B |
+$451M |
-$2.04B |
-$1.59B |
AAPL, VTI, SPY, MSFT, QQQ
|
13F-HR |
5/10/2023, 05:25 PM |
Q4 2022 |
1,669 |
$58B |
$0 |
$0 |
|
IGEB, DMRC, MTGP, QSIG, USMF
|
13F-HR |
1/18/2023, 05:29 PM |
Q3 2022 |
1,905 |
$8.7B |
+$621M |
-$2.4B |
-$1.78B |
AAPL, SPY, VTI, SPLG, QQQ
|
13F-HR |
10/14/2022, 05:19 PM |
Q2 2022 |
2,107 |
$11.2B |
+$1.18B |
-$984M |
+$199M |
AAPL, SPY, VTI, MSFT, QQQ
|
13F-HR |
7/13/2022, 01:26 PM |
Q1 2022 |
2,086 |
$13.1B |
+$1.15B |
-$783M |
+$370M |
AAPL, SPY, VTI, QQQ, MSFT
|
Restatement |
5/11/2022, 06:57 PM |
Q4 2021 |
2,108 |
$13.3B |
+$504M |
-$4.01B |
-$3.5B |
AAPL, SPY, QQQ, VTI, MSFT
|
13F-HR |
2/10/2022, 04:15 PM |
Q3 2021 |
2,005 |
$15.7B |
+$4.73B |
-$230M |
+$4.5B |
AAPL, SPY, VV, MSFT, QQQ
|
13F-HR |
10/14/2021, 05:16 PM |
Q2 2021 |
1,963 |
$11.4B |
+$907M |
-$564M |
+$343M |
AAPL, SPY, VTI, QQQ, MSFT
|
13F-HR |
8/12/2021, 04:53 PM |
Q1 2021 |
1,873 |
$10.5B |
+$1.14B |
-$604M |
+$535M |
AAPL, SPY, VV, VTI, QQQ
|
13F-HR |
4/21/2021, 05:46 PM |
Q4 2020 |
1,747 |
$9.58B |
+$1.39B |
-$452M |
+$941M |
AAPL, SPY, QQQ, VTI, AMZN
|
13F-HR |
4/1/2021, 01:44 PM |
Q3 2020 |
1,556 |
$7.3B |
+$508M |
-$395M |
+$113M |
SPY, QQQ, AMZN, VTI, MSFT
|
13F-HR |
10/30/2020, 05:49 PM |
Q2 2020 |
3,824 |
$7.16B |
+$1.16B |
-$408M |
+$755M |
AAPL, SPY, QQQ, VTI, AMZN
|
13F-HR |
8/17/2020, 11:33 AM |
Q1 2020 |
1,417 |
$5.45B |
+$843M |
-$599M |
+$244M |
VTI, SPY, AAPL, VOO, QQQ
|
13F-HR |
5/12/2020, 04:28 PM |
Q4 2019 |
1,621 |
$6.43B |
+$572M |
-$798M |
-$226M |
AAPL, VTI, SPY, IVV, QQQ
|
13F-HR |
2/7/2020, 05:43 PM |
Q3 2019 |
1,637 |
$6.26B |
+$1.14B |
-$458M |
+$687M |
VTI, SPY, AAPL, IVV, QQQ
|
13F-HR |
11/13/2019, 09:29 AM |
Q2 2019 |
1,661 |
$5.52B |
+$814M |
-$482M |
+$332M |
VTI, SPY, AAPL, QQQ, IVV
|
13F-HR |
8/14/2019, 09:42 AM |
Q1 2019 |
1,538 |
$5.06B |
+$822M |
-$348M |
+$474M |
VTI, SPY, AAPL, BND, IJH
|
13F-HR |
5/13/2019, 11:36 AM |
Q4 2018 |
1,353 |
$4.15B |
+$516M |
-$656M |
-$140M |
VTI, SPY, AAPL, QQQ, IJR
|
13F-HR |
2/8/2019, 06:16 PM |
Q3 2018 |
1,584 |
$4.88B |
+$2.18B |
-$4B |
-$1.82B |
VTI, AAPL, SPY, QQQ, IJR
|
13F-HR |
11/1/2018, 04:16 PM |
Q2 2018 |
1,302 |
$6.09B |
+$4.28B |
-$776M |
+$3.5B |
GOOG, AAPL, AMZN, BRKB, GOOGL
|
13F-HR |
8/9/2018, 03:42 PM |
Q1 2018 |
1,150 |
$2.55B |
+$718M |
-$456M |
+$261M |
VTI, SPY, AAPL, QQQ, IJR
|
13F-HR |
5/9/2018, 11:14 AM |
Q4 2017 |
1,181 |
$2.37B |
+$32.5M |
-$1.9B |
-$1.87B |
VTI, AAPL, SPY, BND, QQQ
|
13F-HR |
2/7/2018, 12:56 PM |
Q3 2017 |
1,463 |
$4.04B |
+$344M |
-$147M |
+$198M |
VTI, AAPL, SPY, IJH, QQQ
|
13F-HR |
11/13/2017, 05:12 PM |
Q2 2017 |
1,376 |
$3.69B |
+$311M |
-$184M |
+$127M |
VTI, AAPL, SPY, IJH, BND
|
13F-HR |
8/10/2017, 08:03 AM |
Q1 2017 |
1,407 |
$3.13B |
+$476M |
-$147M |
+$329M |
VTI, AAPL, SPY, IJH, QQQ
|
13F-HR |
5/10/2017, 07:24 AM |
Q4 2016 |
1,275 |
$3.05B |
+$654M |
-$141M |
+$513M |
VTI, SPY, AAPL, QQQ, BND
|
13F-HR |
2/9/2017, 05:11 PM |
Q3 2016 |
1,129 |
$2.45B |
+$204M |
-$226M |
-$21.9M |
VTI, AAPL, SPY, QQQ, BND
|
13F-HR |
11/10/2016, 03:23 PM |
Q2 2016 |
1,118 |
$2.47B |
+$478M |
-$123M |
+$355M |
VTI, SPY, AAPL, BND, QQQ
|
13F-HR |
8/9/2016, 02:38 PM |
Q1 2016 |
1,030 |
$2.03B |
+$261M |
-$311M |
-$49.9M |
VTI, AAPL, SPY, QQQ, BND
|
13F-HR |
5/13/2016, 08:27 AM |
Q4 2015 |
1,102 |
$2.09B |
+$309M |
-$102M |
+$207M |
VTI, SPY, AAPL, QQQ, BND
|
13F-HR |
2/8/2016, 09:38 PM |
Q3 2015 |
1,039 |
$1.82B |
+$264M |
-$389M |
-$125M |
VTI, AAPL, SPY, QQQ, IVV
|
13F-HR |
11/12/2015, 09:38 PM |
Q2 2015 |
1,068 |
$2.11B |
+$494M |
-$96.9M |
+$397M |
SPY, VTI, QQQ, AAPL, AGG
|
13F-HR |
8/12/2015, 08:34 PM |
Q1 2015 |
1,001 |
$1.74B |
+$326M |
-$155M |
+$172M |
VTI, SPY, AAPL, AGG, QQQ
|
13F-HR |
5/12/2015, 09:48 PM |
Q4 2014 |
973 |
$1.55B |
+$259M |
-$148M |
+$110M |
VTI, SPY, AAPL, QQQ, IJR
|
13F-HR |
2/17/2015, 08:12 AM |
Q3 2014 |
1,264 |
$1.42B |
+$361M |
-$90.3M |
+$270M |
VTI, SPY, AAPL, PKW, QQQ
|
13F-HR |
11/12/2014, 06:40 AM |
Q2 2014 |
905 |
$1.16B |
+$250M |
-$53.8M |
+$196M |
AAPL, SPY, VTI, EFA, PKW
|
13F-HR |
8/7/2014, 09:31 PM |
Q1 2014 |
795 |
$949M |
+$188M |
-$103M |
+$84.6M |
AAPL, SPY, VTI, EFA, PKW
|
13F-HR |
5/15/2014, 01:57 PM |
Q4 2013 |
734 |
$848M |
$0 |
$0 |
|
AAPL, SPY, VTI, XOM, QQQ
|
13F-HR |
2/13/2014, 11:11 AM |