Q2 2024 |
8,307 |
$326B |
+$38.6B |
-$12.5B |
+$26.1B |
MSFT, AAPL, NVDA, AMZN, GOOGL
|
13F-HR |
8/13/2024, 07:38 PM |
Q1 2024 |
8,063 |
$303B |
+$47.5B |
-$10.4B |
+$37.2B |
MSFT, AAPL, NVDA, AMZN, SPY
|
13F-HR |
5/13/2024, 06:45 AM |
Q4 2023 |
8,013 |
$249B |
+$21.1B |
-$13.6B |
+$7.43B |
MSFT, AAPL, UBS, SPY, AMZN
|
13F-HR |
2/9/2024, 06:31 AM |
Q3 2023 |
8,254 |
$218B |
+$11.5B |
-$15.8B |
-$4.35B |
MSFT, AAPL, SPY, AMZN, GOOGL
|
13F-HR |
11/9/2023, 06:30 AM |
Q2 2023 |
7,733 |
$230B |
+$17.7B |
-$15.3B |
+$2.4B |
MSFT, AAPL, SPY, AMZN, NVDA
|
13F-HR |
8/11/2023, 12:23 PM |
Q1 2023 |
8,426 |
$217B |
+$15.3B |
-$17.8B |
-$2.47B |
MSFT, AAPL, UBS, SPY, AMZN
|
13F-HR |
5/12/2023, 07:30 AM |
Q4 2022 |
9,478 |
$208B |
+$27.6B |
-$9.11B |
+$18.5B |
MSFT, AAPL, SPY, JPM, UBS
|
13F-HR |
2/8/2023, 02:18 PM |
Q3 2022 |
9,352 |
$175B |
+$11.7B |
-$15.7B |
-$4.07B |
MSFT, AAPL, SPY, AMZN, GOOGL
|
13F-HR |
11/10/2022, 06:15 AM |
Q2 2022 |
9,358 |
$195B |
+$14.4B |
-$14.9B |
-$468M |
MSFT, AAPL, SPY, AMZN, GOOGL
|
13F-HR |
8/10/2022, 06:30 AM |
Q1 2022 |
9,261 |
$234B |
+$15.3B |
-$22.1B |
-$6.79B |
MSFT, AAPL, AMZN, SPY, GOOGL
|
13F-HR |
5/16/2022, 07:31 AM |
Q4 2021 |
9,218 |
$254B |
+$14.5B |
-$17.1B |
-$2.52B |
MSFT, AAPL, SPY, AMZN, GOOGL
|
13F-HR |
2/14/2022, 09:05 AM |
Q3 2021 |
8,491 |
$239B |
+$17.5B |
-$11.2B |
+$6.26B |
MSFT, AAPL, AMZN, SPY, GOOGL
|
13F-HR |
11/15/2021, 09:20 AM |
Q2 2021 |
8,320 |
$237B |
+$18.1B |
-$18.7B |
-$602M |
MSFT, AAPL, AMZN, SPY, GOOGL
|
13F-HR |
8/13/2021, 09:30 AM |
Q1 2021 |
7,973 |
$224B |
+$17.7B |
-$20.6B |
-$2.91B |
MSFT, AAPL, SPY, BABA, AMZN
|
13F-HR |
5/11/2021, 05:37 PM |
Q4 2020 |
7,394 |
$215B |
+$18.1B |
-$27.7B |
-$9.66B |
MSFT, AAPL, AMZN, SPY, QQQ
|
13F-HR |
2/11/2021, 02:11 PM |
Q3 2020 |
7,155 |
$202B |
+$19.8B |
-$10.9B |
+$8.93B |
MSFT, AAPL, SPY, AMZN, IEFA
|
13F-HR |
11/12/2020, 09:15 AM |
Q2 2020 |
7,124 |
$185B |
+$14.1B |
-$24B |
-$9.89B |
MSFT, AAPL, SPY, AMZN, IEFA
|
13F-HR |
7/31/2020, 08:45 AM |
Q1 2020 |
7,053 |
$164B |
+$11B |
-$27.4B |
-$16.3B |
MSFT, SPY, AAPL, AMZN, IEFA
|
13F-HR |
5/1/2020, 11:22 AM |
Q4 2019 |
7,086 |
$227B |
+$20.3B |
-$13.3B |
+$6.99B |
MSFT, AAPL, SPY, IEFA, JPM
|
13F-HR |
2/14/2020, 06:30 AM |
Q3 2019 |
7,116 |
$205B |
+$12.9B |
-$22.6B |
-$9.7B |
MSFT, SPY, AAPL, IEFA, AMZN
|
13F-HR |
11/14/2019, 07:00 AM |
Q2 2019 |
7,044 |
$214B |
+$19.4B |
-$12.4B |
+$7B |
SPY, MSFT, AAPL, AMZN, IEFA
|
13F-HR |
8/14/2019, 06:06 AM |
Q1 2019 |
6,913 |
$201B |
+$22.9B |
-$17.3B |
+$5.55B |
SPY, MSFT, AAPL, IEFA, AMZN
|
13F-HR |
5/14/2019, 06:15 AM |
Q4 2018 |
7,141 |
$174B |
+$19B |
-$20.2B |
-$1.19B |
SPY, MSFT, AAPL, EFA, IEFA
|
13F-HR |
2/14/2019, 06:25 AM |
Q3 2018 |
7,101 |
$202B |
+$16.9B |
-$10.5B |
+$6.4B |
SPY, MSFT, AAPL, IEFA, EFA
|
13F-HR |
11/14/2018, 08:13 AM |
Q2 2018 |
7,098 |
$187B |
+$23B |
-$16.2B |
+$6.81B |
SPY, MSFT, AAPL, EFA, IEFA
|
13F-HR |
8/14/2018, 09:19 AM |
Q1 2018 |
6,958 |
$178B |
+$13.5B |
-$14B |
-$427M |
SPY, MSFT, AAPL, EFA, IEFA
|
13F-HR |
5/15/2018, 06:12 AM |
Q4 2017 |
6,919 |
$181B |
+$19.7B |
-$11.5B |
+$8.21B |
SPY, AAPL, MSFT, UBS, EFA
|
13F-HR |
2/14/2018, 05:35 PM |
Q3 2017 |
6,828 |
$165B |
+$14.1B |
-$10.4B |
+$3.69B |
SPY, UBS, AAPL, MSFT, EFA
|
13F-HR |
11/14/2017, 05:05 PM |
Q2 2017 |
6,759 |
$156B |
+$15.1B |
-$13.6B |
+$1.5B |
SPY, UBS, AAPL, EFA, MSFT
|
Restatement |
11/14/2017, 03:14 PM |
Q1 2017 |
6,744 |
$151B |
+$14.6B |
-$12.6B |
+$2.03B |
SPY, UBS, AAPL, EFA, MSFT
|
Restatement |
11/14/2017, 03:00 PM |
Q4 2016 |
6,816 |
$142B |
+$14.3B |
-$10.3B |
+$3.96B |
SPY, UBS, AAPL, EFA, MSFT
|
13F-HR |
2/14/2017, 02:12 PM |
Q3 2016 |
6,764 |
$136B |
+$11.8B |
-$7.8B |
+$4.04B |
SPY, UBS, AAPL, EFA, MSFT
|
13F-HR |
11/14/2016, 04:43 PM |
Q2 2016 |
6,852 |
$128B |
+$11.6B |
-$9.72B |
+$1.91B |
SPY, UBS, EFA, AAPL, MSFT
|
13F-HR |
8/12/2016, 03:41 PM |
Q1 2016 |
6,751 |
$124B |
+$15.4B |
-$15.8B |
-$470M |
SPY, UBS, AAPL, EFA, MSFT
|
13F-HR |
5/12/2016, 03:22 PM |
Q4 2015 |
6,929 |
$125B |
+$18.6B |
-$14.4B |
+$4.26B |
SPY, UBS, AAPL, MSFT, INTC
|
13F-HR |
2/16/2016, 11:44 AM |
Q3 2015 |
6,918 |
$117B |
+$15.4B |
-$11.9B |
+$3.5B |
SPY, UBS, AAPL, IWM, MSFT
|
13F-HR |
11/13/2015, 02:25 PM |
Q2 2015 |
6,828 |
$126B |
+$16.2B |
-$12.2B |
+$4B |
SPY, AAPL, UBS, MSFT, EFA
|
13F-HR |
8/14/2015, 10:50 AM |
Q1 2015 |
6,723 |
$124B |
+$17.4B |
-$12.6B |
+$4.79B |
SPY, AAPL, UBS, YUM, MSFT
|
13F-HR |
5/14/2015, 12:13 PM |
Q4 2014 |
6,871 |
$118B |
$0 |
$0 |
|
SPY, AAPL, UBS, MSFT, QCOM
|
13F-HR |
2/13/2015, 06:02 PM |