Q2 2024 |
1,761 |
$978M |
+$119M |
-$25.9M |
+$93.1M |
NVDA, WIRE, AAPL, IVV, SCHG
|
13F-HR |
8/15/2024, 09:12 PM |
Q1 2024 |
1,726 |
$896M |
+$112M |
-$71.8M |
+$39.7M |
NVDA, WIRE, IVV, AAPL, MSFT
|
13F-HR |
4/15/2024, 03:56 PM |
Q4 2023 |
1,692 |
$794M |
+$45.2M |
-$39.6M |
+$5.56M |
WIRE, IVV, AAPL, IAU, SCHG
|
13F-HR |
2/14/2024, 07:25 PM |
Q3 2023 |
1,760 |
$723M |
+$68.5M |
-$21.4M |
+$47.1M |
IVV, WIRE, AAPL, IAU, XOM
|
13F-HR |
12/11/2023, 06:07 AM |
Q2 2023 |
1,689 |
$695M |
+$59.3M |
-$24.5M |
+$34.8M |
AAPL, IVV, WIRE, IAU, MSFT
|
13F-HR |
8/15/2023, 06:55 PM |
Q1 2023 |
1,640 |
$622M |
+$118M |
-$37.6M |
+$80.6M |
AAPL, IVV, WIRE, IAU, MSFT
|
13F-HR |
5/17/2023, 08:13 AM |
Q4 2022 |
454 |
$512M |
+$40.2M |
-$37.7M |
+$2.49M |
IVV, AAPL, WIRE, IAU, IVW
|
13F-HR |
2/8/2023, 04:05 PM |
Q3 2022 |
428 |
$473M |
+$57.3M |
-$24.9M |
+$32.4M |
AAPL, IVV, IAU, IVW, WIRE
|
13F-HR |
11/21/2022, 10:12 AM |
Q2 2022 |
437 |
$473M |
+$53.1M |
-$34.6M |
+$18.5M |
AAPL, IAU, IVV, IVW, WIRE
|
13F-HR |
9/30/2022, 07:07 PM |
Q1 2022 |
451 |
$546M |
+$33.5M |
-$101M |
-$67.7M |
AAPL, IVV, IAU, IVW, AMZN
|
13F-HR |
5/16/2022, 05:15 PM |
Q4 2021 |
463 |
$575M |
+$93.7M |
-$59.8M |
+$33.9M |
AAPL, IAU, IVV, BRKB, IVW
|
13F-HR |
2/14/2022, 08:59 AM |
Q3 2021 |
439 |
$535M |
+$10K |
$0 |
+$10K |
AAPL, AMZN, IAU, BJAN, IVV
|
13F-HR |
11/15/2021, 02:03 PM |
Q2 2021 |
438 |
$555M |
+$53.6M |
-$34.3M |
+$19.4M |
AAPL, AMZN, IAU, BJAN, IVV
|
13F-HR |
7/29/2021, 11:06 AM |
Q1 2021 |
414 |
$506M |
+$53.8M |
-$58M |
-$4.21M |
AAPL, BJAN, AMZN, IVW, V
|
13F-HR |
5/27/2021, 04:41 PM |
Q4 2020 |
391 |
$483M |
+$127M |
-$23.6M |
+$104M |
AAPL, AMZN, IAU, V, BJAN
|
13F-HR |
2/9/2021, 02:49 PM |
Q3 2020 |
323 |
$349M |
+$76.7M |
-$29.9M |
+$46.8M |
BJAN, AMZN, AAPL, IAU, ABBV
|
13F-HR |
11/17/2020, 02:38 PM |
Q2 2020 |
295 |
$288M |
+$24.5M |
-$1.32B |
-$1.29B |
IAU, AMZN, AAPL, ITOT, BRKB
|
13F-HR |
8/14/2020, 05:19 PM |
Q1 2020 |
372 |
$1.5B |
+$1.03B |
-$439M |
+$596M |
BJAN, SCHF, SRLN, FALN, PGX
|
13F-HR |
5/15/2020, 03:11 PM |
Q4 2019 |
622 |
$935M |
+$66.5M |
-$47.2M |
+$19.3M |
XOM, AAPL, BRKB, CVX, PG
|
Restatement |
2/26/2020, 03:57 PM |
Q3 2019 |
605 |
$891M |
+$666M |
-$6.26M |
+$659M |
XOM, BRKB, AAPL, PG, CVX
|
13F-HR |
11/15/2019, 04:08 PM |
Q2 2019 |
261 |
$230M |
+$35.2M |
-$10.3M |
+$24.9M |
AAPL, BRKB, V, AMZN, IVW
|
13F-HR |
8/1/2019, 10:09 AM |
Q1 2019 |
229 |
$200M |
+$23.8M |
-$7.99M |
+$15.8M |
AAPL, BRKB, HDV, IVW, V
|
13F-HR |
5/15/2019, 10:33 AM |
Q4 2018 |
212 |
$165M |
+$26M |
-$21.4M |
+$4.57M |
BRKB, AAPL, HDV, IVW, IVV
|
Restatement |
2/14/2019, 09:55 AM |
Q3 2018 |
222 |
$187M |
+$17.9M |
-$6.31M |
+$11.6M |
AAPL, BRKB, IVW, IVV, V
|
13F-HR |
11/14/2018, 03:52 PM |
Q2 2018 |
214 |
$167M |
+$64.2M |
-$9.06M |
+$55.1M |
BRKB, IVW, IVV, AAPL, ABBV
|
13F-HR |
8/8/2018, 03:54 PM |
Q1 2018 |
183 |
$109M |
+$15M |
-$7.39M |
+$7.59M |
BRKB, IVW, IVV, AAPL, LUB
|
13F-HR |
5/9/2018, 03:16 PM |
Q4 2017 |
170 |
$103M |
+$11.6M |
-$8.54M |
+$3.09M |
BRKB, IVW, IVV, AAPL, LUB
|
13F-HR |
2/6/2018, 10:11 AM |
Q3 2017 |
159 |
$95.1M |
+$45.4M |
-$5.98M |
+$39.4M |
AAPL, BRKB, IVW, IVV, LUB
|
13F-HR |
11/3/2017, 10:43 AM |
Q2 2017 |
80 |
$53.2M |
+$1.99M |
-$15.6M |
-$13.6M |
AAPL, BRKB, IVW, LUB, IVV
|
13F-HR |
8/15/2017, 04:15 PM |
Q1 2017 |
93 |
$66.5M |
+$3.54M |
-$4.83M |
-$1.29M |
AAPL, YHOO, BRKB, LUB, IVW
|
13F-HR |
5/5/2017, 12:48 PM |
Q4 2016 |
90 |
$65.8M |
+$5.83M |
-$29.1M |
-$23.3M |
AAPL, LUB, YHOO, WFC, BRKB
|
Restatement |
2/13/2017, 02:27 PM |
Q3 2016 |
109 |
$82.8M |
+$5.15M |
-$2.52M |
+$2.64M |
BAC, AAPL, WFC, YHOO, GE
|
13F-HR |
11/14/2016, 11:12 AM |
Q2 2016 |
98 |
$76.5M |
+$12M |
-$4.42M |
+$7.57M |
BAC, AAPL, WFC, YHOO, BRKB
|
Restatement |
2/15/2017, 03:35 PM |
Q1 2016 |
90 |
$68.7M |
+$5.03M |
-$5.97M |
-$937K |
BAC, WFC, YHOO, BRKB, AAPL
|
Restatement |
2/15/2017, 03:34 PM |
Q4 2015 |
91 |
$71.1M |
+$3.42M |
-$9.78M |
-$6.36M |
BAC, WFC, GE, BRKB, YHOO
|
Restatement |
2/15/2017, 03:32 PM |
Q3 2015 |
113 |
$73.6M |
+$12.2M |
-$4.75M |
+$7.43M |
BAC, WFC, GE, BRKB, AAPL
|
Restatement |
2/15/2017, 03:31 PM |
Q2 2015 |
124 |
$72.6M |
+$8.03M |
-$11.6M |
-$3.59M |
BAC, WFC, YHOO, GE, C
|
Restatement |
2/15/2017, 03:30 PM |
Q1 2015 |
114 |
$66.2M |
+$12.2M |
-$8.91M |
+$3.29M |
XOM, WFC, YHOO, GE, C
|
Restatement |
2/15/2017, 03:27 PM |
Q4 2014 |
120 |
$74.8M |
$0 |
$0 |
|
BAC, GE, YHOO, WFC, C
|
13F-HR |
2/13/2015, 03:09 PM |