Q2 2024 |
521 |
$2.09B |
+$166M |
-$187M |
-$21.6M |
AAPL, MSFT, VTI, NVDA, QQQ
|
13F-HR |
8/13/2024, 12:56 PM |
Q1 2024 |
544 |
$2.12B |
+$307M |
-$157M |
+$151M |
AAPL, VTI, MSFT, IVV, QQQ
|
13F-HR |
5/3/2024, 11:44 AM |
Q4 2023 |
526 |
$1.85B |
+$246M |
-$130M |
+$115M |
AAPL, IVV, QQQ, MSFT, AMZN
|
13F-HR |
1/24/2024, 12:12 PM |
Q3 2023 |
506 |
$1.59B |
+$191M |
-$339M |
-$147M |
AAPL, IVV, QQQ, MSFT, AMZN
|
13F-HR |
11/8/2023, 12:32 PM |
Q2 2023 |
550 |
$1.79B |
+$652M |
-$209M |
+$443M |
AAPL, IVV, WMT, QQQ, MSFT
|
13F-HR |
8/14/2023, 03:25 PM |
Q1 2023 |
759 |
$1.3B |
+$239M |
-$557M |
-$318M |
AAPL, IVV, WMT, MSFT, QQQ
|
13F-HR |
5/12/2023, 04:29 PM |
Q4 2022 |
520 |
$1.54B |
+$577M |
-$89.9M |
+$487M |
JPST, AAPL, IVV, WMT, MSFT
|
13F-HR |
2/9/2023, 03:27 PM |
Q3 2022 |
399 |
$992M |
+$442M |
-$345M |
+$97.1M |
WMT, JPST, IVV, MSFT, VOO
|
13F-HR |
11/15/2022, 09:15 AM |
Q2 2022 |
277 |
$937M |
+$743M |
-$120M |
+$623M |
ITOT, JPST, VBK, WMT, SPLG
|
13F-HR |
8/15/2022, 10:28 AM |
Q1 2022 |
154 |
$322M |
+$82.9M |
-$1.34B |
-$1.26B |
JPST, XLE, AAPL, QQQ, MSFT
|
13F-HR |
5/13/2022, 03:48 PM |
Q4 2021 |
507 |
$1.74B |
+$317M |
-$153M |
+$163M |
QQQ, AAPL, VOO, IVV, LEXI
|
13F-HR |
2/9/2022, 02:48 PM |
Q3 2021 |
473 |
$1.48B |
+$213M |
-$215M |
-$2.09M |
VOO, AAPL, QQQ, IVV, LEXI
|
13F-HR |
11/4/2021, 04:04 PM |
Q2 2021 |
514 |
$1.51B |
+$66.1M |
-$1.44B |
-$1.38B |
AAPL, IVV, WMT, QQQ, MSFT
|
13F-HR |
8/5/2021, 01:54 PM |
Q1 2021 |
2,904 |
$2.85B |
+$509M |
-$187M |
+$321M |
VOO, AAPL, QQQ, IVV, MSFT
|
13F-HR |
5/7/2021, 12:29 PM |
Q4 2020 |
2,621 |
$2.34B |
+$291M |
-$156M |
+$136M |
AAPL, VOO, QQQ, IVV, MSFT
|
13F-HR |
1/13/2021, 01:04 PM |
Q3 2020 |
2,420 |
$2B |
+$361M |
-$241M |
+$119M |
AAPL, VOO, QQQ, MSFT, BND
|
13F-HR |
11/12/2020, 10:25 AM |
Q2 2020 |
2,353 |
$1.82B |
+$481M |
-$219M |
+$262M |
AAPL, QQQ, MSFT, JPST, BND
|
13F-HR |
8/13/2020, 10:44 AM |
Q1 2020 |
2,293 |
$1.34B |
+$442M |
-$164M |
+$279M |
JPST, AAPL, MSFT, QQQ, FTSM
|
13F-HR |
5/12/2020, 12:57 PM |
Q4 2019 |
2,404 |
$1.31B |
+$198M |
-$173M |
+$25.6M |
QQQ, AAPL, IVV, JPST, MSFT
|
13F-HR |
2/6/2020, 05:34 PM |
Q3 2019 |
2,306 |
$1.21B |
+$438M |
-$146M |
+$292M |
IVV, QQQ, JPST, AAPL, MSFT
|
13F-HR |
11/14/2019, 11:35 AM |
Q1 2019 |
565 |
$894M |
+$197M |
-$77.8M |
+$120M |
JPST, IVV, QQQ, AAPL, MSFT
|
13F-HR |
5/15/2019, 03:28 PM |
Q4 2018 |
459 |
$706M |
+$377M |
-$133M |
+$243M |
JPST, IVV, MSFT, QQQ, AAPL
|
13F-HR |
3/5/2019, 02:22 PM |
Q3 2018 |
383 |
$511M |
+$230M |
-$198M |
+$31.5M |
JPGE, OEF, MSFT, AAPL, QQQ
|
13F-HR |
11/13/2018, 03:31 PM |
Q2 2018 |
296 |
$469M |
+$84.9M |
-$33.3M |
+$51.6M |
IVV, MSFT, AAPL, IJR, AGG
|
13F-HR |
8/14/2018, 03:13 PM |
Q1 2018 |
273 |
$399M |
+$53.8M |
-$43.2M |
+$10.7M |
IVV, MSFT, AAPL, AGG, IJR
|
13F-HR |
5/10/2018, 12:50 PM |
Q4 2017 |
261 |
$409M |
+$50.7M |
-$49.5M |
+$1.19M |
IVV, MSFT, AAPL, AGG, BA
|
13F-HR |
1/29/2018, 11:31 AM |
Q3 2017 |
257 |
$373M |
+$47.6M |
-$26M |
+$21.6M |
IVV, MSFT, AAPL, IJR, AGG
|
13F-HR |
11/7/2017, 03:18 PM |
Q2 2017 |
254 |
$343M |
+$49M |
-$42.9M |
+$6.12M |
IVV, MSFT, AAPL, IJR, HYG
|
13F-HR |
8/14/2017, 04:08 PM |
Q1 2017 |
252 |
$336M |
+$87.8M |
-$39.6M |
+$48.2M |
IVV, MSFT, AAPL, HYG, IJR
|
13F-HR |
5/31/2017, 09:33 AM |
Q4 2016 |
640 |
$271M |
$0 |
$0 |
|
MSFT, AAPL, SPAB, T, HYG
|
13F-HR |
2/27/2017, 03:40 PM |