Q3 2024 |
223 |
$1.23B |
+$73.6M |
-$43.9M |
+$29.7M |
AAPL, MSFT, VCSH, GOOGL, IVV
|
13F-HR |
11/14/2024, 01:11 PM |
Q2 2024 |
216 |
$1.14B |
+$83.2M |
-$48.6M |
+$34.6M |
AAPL, MSFT, VCSH, GOOGL, AMZN
|
13F-HR |
8/14/2024, 04:24 PM |
Q1 2024 |
224 |
$1.11B |
+$98M |
-$46.7M |
+$51.3M |
AAPL, MSFT, GOOGL, VCSH, AMZN
|
13F-HR |
5/14/2024, 04:29 PM |
Q4 2023 |
216 |
$997M |
+$59.9M |
-$67.6M |
-$7.71M |
AAPL, MSFT, GOOGL, AMZN, JPM
|
13F-HR |
2/14/2024, 01:06 PM |
Q3 2023 |
923 |
$908M |
+$36.8M |
-$25.6M |
+$11.2M |
AAPL, MSFT, GOOGL, AMZN, IVV
|
13F-HR |
11/15/2023, 12:33 PM |
Q2 2023 |
927 |
$941M |
+$46.1M |
-$23.5M |
+$22.6M |
AAPL, MSFT, GOOGL, AMZN, IVV
|
13F-HR |
8/23/2023, 02:16 PM |
Q1 2023 |
936 |
$876M |
+$33.5M |
-$34.9M |
-$1.46M |
AAPL, MSFT, GOOGL, IVV, PG
|
13F-HR |
5/12/2023, 11:46 AM |
Q4 2022 |
951 |
$844M |
+$36.1M |
-$33.8M |
+$2.34M |
AAPL, MSFT, PG, JPM, IVV
|
13F-HR |
2/14/2023, 11:16 AM |
Q3 2022 |
988 |
$777M |
+$50.5M |
-$23.3M |
+$27.2M |
AAPL, MSFT, GOOGL, IVV, PG
|
13F-HR |
11/14/2022, 01:02 PM |
Q2 2022 |
905 |
$825M |
+$61.4M |
-$28.4M |
+$32.9M |
AAPL, MSFT, GOOGL, IVV, PG
|
13F-HR |
8/12/2022, 11:20 AM |
Q1 2022 |
1,005 |
$925M |
+$64.2M |
-$21.4M |
+$42.8M |
AAPL, MSFT, IVV, GOOGL, PG
|
Restatement |
5/13/2022, 03:56 PM |
Q4 2021 |
955 |
$905M |
+$48.5M |
-$27.6M |
+$20.9M |
AAPL, MSFT, IVV, GOOGL, PG
|
13F-HR |
2/14/2022, 01:02 PM |
Q3 2021 |
941 |
$823M |
+$35M |
-$46.7M |
-$11.7M |
AAPL, MSFT, IVV, GOOGL, JPM
|
13F-HR |
11/15/2021, 08:56 AM |
Q2 2021 |
886 |
$826M |
$0 |
$0 |
|
AAPL, MSFT, IVV, JPM, GOOGL
|
New Holdings |
8/20/2021, 12:59 PM |
Q2 2021 |
1,090 |
$831M |
+$44.8M |
-$7.65M |
+$37.1M |
AAPL, MSFT, IVV, JPM, GOOGL
|
13F-HR |
8/16/2021, 08:48 AM |
Q1 2021 |
952 |
$755M |
+$68.2M |
-$17M |
+$51.2M |
AAPL, MSFT, JPM, IVV, PG
|
13F-HR |
5/14/2021, 10:32 AM |
Q4 2020 |
189 |
$660M |
+$50.3M |
-$17.5M |
+$32.7M |
AAPL, MSFT, IVV, IVZ, JPM
|
13F-HR |
3/5/2021, 04:02 PM |
Q3 2020 |
181 |
$557M |
+$43.7M |
-$30.9M |
+$12.8M |
AAPL, MSFT, IVV, PG, MCD
|
13F-HR |
11/18/2020, 09:21 AM |
Q2 2020 |
767 |
$539M |
+$20.6M |
-$29.3M |
-$8.71M |
AAPL, MSFT, IVV, PG, MCD
|
13F-HR |
8/13/2020, 09:09 AM |
Q1 2020 |
765 |
$473M |
+$18.9M |
-$28M |
-$9.15M |
AAPL, MSFT, PG, IVV, MCD
|
13F-HR |
5/15/2020, 08:48 AM |
Q4 2019 |
837 |
$612M |
+$26.7M |
-$35.1M |
-$8.41M |
AAPL, JPM, IVV, MSFT, PG
|
13F-HR |
2/14/2020, 09:46 AM |
Q3 2019 |
849 |
$580M |
+$29.7M |
-$21.3M |
+$8.46M |
AAPL, PG, JPM, IVV, MSFT
|
13F-HR |
11/12/2019, 03:07 PM |
Q2 2019 |
888 |
$563M |
+$36M |
-$32.1M |
+$3.86M |
AAPL, MSFT, IVV, JPM, PG
|
13F-HR |
8/15/2019, 11:15 AM |
Q1 2019 |
183 |
$538M |
+$74.5M |
-$14.1M |
+$60.4M |
AAPL, MSFT, IVV, PG, JPM
|
13F-HR |
5/14/2019, 11:48 AM |
Q4 2018 |
166 |
$429M |
+$23.5M |
-$26.5M |
-$2.98M |
AAPL, PG, MSFT, JPM, IVV
|
13F-HR |
2/13/2019, 10:19 AM |
Q3 2018 |
175 |
$497M |
+$28.1M |
-$20M |
+$8.14M |
AAPL, IVV, MSFT, JPM, PG
|
13F-HR |
11/15/2018, 10:39 AM |
Q2 2018 |
174 |
$459M |
+$23.1M |
-$13M |
+$10.1M |
AAPL, JPM, MSFT, IVV, PG
|
13F-HR |
8/14/2018, 10:00 AM |
Q1 2018 |
180 |
$435M |
+$19.2M |
-$15.8M |
+$3.42M |
AAPL, JPM, IVV, MSFT, PG
|
13F-HR |
5/15/2018, 09:47 AM |
Q4 2017 |
176 |
$437M |
+$19M |
-$15.7M |
+$3.36M |
AAPL, JPM, PG, HD, IVV
|
13F-HR |
2/15/2018, 11:19 AM |
Q3 2017 |
177 |
$407M |
+$21.9M |
-$12.6M |
+$9.29M |
AAPL, JPM, PG, ABBV, HD
|
13F-HR |
11/15/2017, 10:20 AM |
Q2 2017 |
162 |
$381M |
+$16M |
-$10.9M |
+$5.14M |
AAPL, JPM, PG, HD, ABBV
|
13F-HR |
8/15/2017, 10:44 AM |
Q1 2017 |
160 |
$367M |
+$25M |
-$13M |
+$12M |
AAPL, PG, JPM, HD, DIS
|
13F-HR |
5/25/2017, 11:24 AM |
Q4 2016 |
157 |
$337M |
+$21.6M |
-$15.6M |
+$6.08M |
AAPL, JPM, PG, HD, GE
|
13F-HR |
2/15/2017, 10:05 AM |
Q3 2016 |
162 |
$320M |
+$18.8M |
-$4.48M |
+$14.4M |
AAPL, PG, JPM, HD, ABBV
|
13F-HR |
11/14/2016, 10:46 AM |
Q2 2016 |
157 |
$295M |
+$17.2M |
-$10.5M |
+$6.73M |
AAPL, PG, JPM, HD, ABBV
|
13F-HR |
8/16/2016, 03:03 PM |
Q1 2016 |
156 |
$284M |
+$14.8M |
-$5.28M |
+$9.49M |
AAPL, PG, HD, V, KO
|
13F-HR |
5/19/2016, 12:19 PM |
Q4 2015 |
144 |
$274M |
+$21.6M |
-$8.17M |
+$13.4M |
AAPL, PG, HD, JPM, KO
|
13F-HR |
2/4/2016, 03:28 PM |
Q3 2015 |
143 |
$249M |
+$26.7M |
-$18.8M |
+$7.92M |
AAPL, PG, KO, V, JPM
|
13F-HR |
11/23/2015, 01:04 PM |
Q2 2015 |
150 |
$260M |
+$15.8M |
-$11.2M |
+$4.55M |
AAPL, PG, BLK, DIS, V
|
13F-HR |
8/14/2015, 10:56 AM |
Q1 2015 |
150 |
$259M |
+$24.1M |
-$7.82M |
+$16.3M |
AAPL, PG, BLK, KO, V
|
13F-HR |
5/15/2015, 12:03 PM |
Q4 2014 |
150 |
$243M |
+$14.4M |
-$4.4M |
+$9.97M |
AAPL, HD, PG, BLK, V
|
13F-HR |
2/17/2015, 12:22 PM |
Q3 2014 |
147 |
$227M |
+$13.3M |
-$7.87M |
+$5.41M |
AAPL, HD, PG, KO, BLK
|
13F-HR |
11/14/2014, 04:56 PM |
Q2 2014 |
150 |
$222M |
+$25.5M |
-$7.43M |
+$18.1M |
AAPL, PG, KO, COP, BLK
|
13F-HR |
8/14/2014, 02:32 PM |
Q1 2014 |
138 |
$204M |
+$24.4M |
-$13.6M |
+$10.8M |
AAPL, PG, BLK, KO, V
|
13F-HR |
5/12/2014, 12:14 PM |
Q4 2013 |
135 |
$194M |
$0 |
$0 |
|
AAPL, KO, PG, MCD, V
|
13F-HR |
3/3/2014, 12:24 PM |