Q3 2024 |
196 |
$953M |
+$26.1M |
-$19.7M |
+$6.49M |
AAPL, QCOM, VTI, HD, PEP
|
13F-HR |
10/21/2024, 05:17 PM |
Q2 2024 |
192 |
$902M |
+$43.5M |
-$33.3M |
+$10.2M |
AAPL, QCOM, VTI, HD, GOOGL
|
13F-HR |
7/31/2024, 05:36 PM |
Q1 2024 |
194 |
$887M |
+$52.1M |
-$38.6M |
+$13.5M |
AAPL, QCOM, VTI, HD, PEP
|
13F-HR |
4/24/2024, 05:35 PM |
Q4 2023 |
196 |
$821M |
+$57.3M |
-$21M |
+$36.3M |
AAPL, QCOM, VTI, HD, PEP
|
13F-HR |
1/30/2024, 05:31 PM |
Q3 2023 |
187 |
$719M |
+$18.5M |
-$16.4M |
+$2.12M |
AAPL, VTI, QCOM, CSCO, PEP
|
13F-HR |
11/1/2023, 05:08 PM |
Q2 2023 |
192 |
$750M |
+$33.9M |
-$23.1M |
+$10.8M |
AAPL, QCOM, VTI, PEP, HD
|
13F-HR |
7/20/2023, 05:33 PM |
Q1 2023 |
191 |
$717M |
+$30.2M |
-$30M |
+$220K |
AAPL, QCOM, VTI, PEP, BMY
|
13F-HR |
4/27/2023, 05:03 PM |
Q4 2022 |
194 |
$687M |
+$43.4M |
-$14.3M |
+$29.1M |
AAPL, QCOM, VTI, BMY, PEP
|
13F-HR |
1/27/2023, 12:45 PM |
Q3 2022 |
171 |
$608M |
+$40.9M |
-$26.8M |
+$14M |
AAPL, QCOM, VTI, BMY, PEP
|
13F-HR |
10/31/2022, 05:24 PM |
Q2 2022 |
172 |
$655M |
+$21.3M |
-$27.3M |
-$6.01M |
AAPL, QCOM, VTI, BMY, PEP
|
13F-HR |
8/8/2022, 11:33 AM |
Q1 2022 |
185 |
$770M |
+$49.2M |
-$50.5M |
-$1.33M |
AAPL, QCOM, VTI, BMY, CSCO
|
13F-HR |
5/2/2022, 11:54 AM |
Q4 2021 |
188 |
$800M |
+$29.7M |
-$22.7M |
+$6.96M |
AAPL, QCOM, VTI, CSCO, PEP
|
13F-HR |
1/20/2022, 09:45 PM |
Q3 2021 |
180 |
$731M |
+$23.9M |
-$37.9M |
-$13.9M |
AAPL, QCOM, VTI, MBB, CSCO
|
13F-HR |
10/19/2021, 01:25 PM |
Q2 2021 |
184 |
$756M |
+$26.3M |
-$12.9M |
+$13.4M |
AAPL, MBB, QCOM, VTI, CSCO
|
13F-HR |
7/15/2021, 04:55 PM |
Q1 2021 |
177 |
$696M |
+$31.2M |
-$14.8M |
+$16.3M |
MBB, AAPL, QCOM, VTI, CSCO
|
13F-HR |
4/28/2021, 08:23 AM |
Q4 2020 |
170 |
$656M |
+$44.2M |
-$31M |
+$13.2M |
AAPL, MBB, QCOM, VTI, CSCO
|
13F-HR |
2/1/2021, 06:37 PM |
Q3 2020 |
169 |
$573M |
+$61.6M |
-$23.5M |
+$38.1M |
AAPL, QCOM, MBB, VTI, CSCO
|
13F-HR |
10/27/2020, 05:09 PM |
Q2 2020 |
170 |
$517M |
+$64.6M |
-$27.8M |
+$36.8M |
AAPL, QCOM, CSCO, VTI, BMY
|
13F-HR |
7/23/2020, 05:04 PM |
Q1 2020 |
168 |
$404M |
+$91.5M |
-$38.8M |
+$52.8M |
AAPL, QCOM, VTI, CSCO, PG
|
13F-HR |
5/1/2020, 04:52 PM |
Q4 2019 |
181 |
$438M |
+$53.4M |
-$8.62M |
+$44.8M |
AAPL, VTI, QCOM, CSCO, VWO
|
13F-HR |
1/23/2020, 04:52 PM |
Q3 2019 |
170 |
$365M |
+$26M |
-$8.64M |
+$17.4M |
VTI, AAPL, VWO, CSCO, VEU
|
13F-HR |
10/31/2019, 03:28 PM |
Q2 2019 |
155 |
$341M |
+$15.3M |
-$7.42M |
+$7.85M |
VTI, AAPL, VWO, VEU, CSCO
|
13F-HR |
7/19/2019, 05:21 PM |
Q1 2019 |
155 |
$321M |
+$27.9M |
-$9.67M |
+$18.2M |
VTI, AAPL, VWO, CSCO, VEU
|
13F-HR |
4/17/2019, 07:16 PM |
Q4 2018 |
147 |
$270M |
+$19.4M |
-$26.2M |
-$6.85M |
VTI, AAPL, VEU, VWO, CSCO
|
13F-HR |
1/31/2019, 08:29 AM |
Q3 2018 |
156 |
$313M |
+$10.7M |
-$7.65M |
+$3.04M |
VTI, AAPL, VEU, CSCO, VWO
|
13F-HR |
10/26/2018, 04:17 PM |
Q2 2018 |
154 |
$290M |
+$27.3M |
-$21.7M |
+$5.62M |
VTI, AAPL, VEU, VWO, CSCO
|
13F-HR |
7/27/2018, 04:24 PM |
Q1 2018 |
150 |
$281M |
+$18M |
-$16.2M |
+$1.78M |
VTI, AAPL, VEU, VWO, CSCO
|
13F-HR |
4/24/2018, 05:16 PM |
Q4 2017 |
153 |
$283M |
+$23.4M |
-$9.28M |
+$14.1M |
VTI, AAPL, VEU, CSCO, VWO
|
13F-HR |
1/30/2018, 06:21 PM |
Q3 2017 |
147 |
$259M |
+$18.2M |
-$15.8M |
+$2.43M |
VTI, AAPL, VEU, VWO, CSCO
|
13F-HR |
11/2/2017, 05:39 PM |
Q2 2017 |
146 |
$250M |
+$10.2M |
-$6.21M |
+$4M |
VTI, AAPL, VEU, VWO, CSCO
|
13F-HR |
7/27/2017, 05:36 PM |
Q1 2017 |
146 |
$240M |
+$19.1M |
-$13.4M |
+$5.73M |
VTI, AAPL, CSCO, VWO, VEU
|
13F-HR |
5/8/2017, 12:39 PM |
Q4 2016 |
141 |
$225M |
+$17.2M |
-$11.4M |
+$5.85M |
VTI, AAPL, GE, CSCO, VWO
|
13F-HR |
1/26/2017, 04:29 PM |
Q3 2016 |
137 |
$215M |
+$10.9M |
-$7.28M |
+$3.6M |
VTI, AAPL, CSCO, GE, VWO
|
13F-HR |
11/3/2016, 05:50 PM |
Q2 2016 |
139 |
$205M |
+$17M |
-$6.72M |
+$10.3M |
VTI, GE, AAPL, CSCO, VEU
|
13F-HR |
8/8/2016, 09:47 AM |
Q1 2016 |
140 |
$191M |
+$16.3M |
-$12.9M |
+$3.38M |
VTI, AAPL, GE, CSCO, VEU
|
13F-HR |
4/28/2016, 04:42 PM |
Q4 2015 |
145 |
$186M |
+$20.5M |
-$6.93M |
+$13.6M |
VTI, AAPL, GE, CSCO, VEU
|
13F-HR |
2/3/2016, 11:27 AM |
Q3 2015 |
129 |
$164M |
+$13.3M |
-$16.8M |
-$3.54M |
VTI, AAPL, GE, QCOM, CSCO
|
13F-HR |
11/10/2015, 07:02 PM |
Q2 2015 |
143 |
$181M |
+$19M |
-$7.28M |
+$11.7M |
AAPL, VTI, GE, QCOM, CSCO
|
13F-HR |
8/5/2015, 09:58 AM |
Q1 2015 |
138 |
$171M |
+$16.8M |
-$9.1M |
+$7.71M |
AAPL, VTI, GE, QCOM, CSCO
|
13F-HR |
5/4/2015, 07:25 PM |
Q4 2014 |
143 |
$164M |
+$12.8M |
-$14.2M |
-$1.39M |
AAPL, VTI, GE, QCOM, CSCO
|
13F-HR |
2/5/2015, 03:36 PM |
Q3 2014 |
144 |
$161M |
+$8.95M |
-$7.94M |
+$1.02M |
AAPL, VTI, QCOM, GE, CSCO
|
13F-HR |
11/14/2014, 01:46 PM |
Q2 2014 |
146 |
$162M |
+$22.6M |
-$6.54M |
+$16.1M |
AAPL, VTI, QCOM, GE, INTC
|
13F-HR |
8/5/2014, 08:25 PM |
Q1 2014 |
143 |
$143M |
+$17.4M |
-$12.4M |
+$4.94M |
AAPL, VTI, GE, QCOM, INTC
|
13F-HR |
5/14/2014, 03:48 PM |
Q4 2013 |
140 |
$136M |
$0 |
$0 |
|
VTI, AAPL, GE, QCOM, BKLN
|
13F-HR |
2/4/2014, 04:16 PM |