Q3 2024 |
1,047 |
$1.06B |
+$58.1M |
-$18.6M |
+$39.5M |
MSFT, AAPL, V, SCHX, QQQ
|
13F-HR |
11/21/2024, 04:30 PM |
Q2 2024 |
1,000 |
$972M |
+$54M |
-$36.5M |
+$17.5M |
MSFT, V, AAPL, SCHX, QQQ
|
13F-HR |
9/20/2024, 03:31 PM |
Q1 2024 |
1,030 |
$954M |
+$51.3M |
-$32.8M |
+$18.5M |
MSFT, V, AAPL, SCHX, QQQ
|
13F-HR |
5/15/2024, 03:46 PM |
Q4 2023 |
952 |
$873M |
+$56.1M |
-$16M |
+$40.2M |
MSFT, V, AAPL, QQQ, SCHX
|
13F-HR |
1/2/2024, 02:50 PM |
Q3 2023 |
970 |
$766M |
+$28.7M |
-$18.1M |
+$10.6M |
MSFT, V, AAPL, BSCP, SCHX
|
13F-HR |
1/2/2024, 03:01 PM |
Q2 2023 |
959 |
$783M |
+$43.1M |
-$32.6M |
+$10.5M |
MSFT, V, AAPL, SCHX, QQQ
|
13F-HR |
1/2/2024, 03:08 PM |
Q1 2023 |
977 |
$734M |
+$30.4M |
-$20.6M |
+$9.79M |
MSFT, V, AAPL, SCHX, ABBV
|
13F-HR |
1/2/2024, 03:16 PM |
Q4 2022 |
947 |
$697M |
+$20.2M |
-$18.7M |
+$1.47M |
MSFT, V, AAPL, SCHX, ABBV
|
13F-HR |
1/2/2024, 03:25 PM |
Q3 2022 |
973 |
$644M |
+$27.1M |
-$17M |
+$10.1M |
MSFT, V, AAPL, SCHX, JNJ
|
13F-HR |
1/2/2024, 03:46 PM |
Q2 2022 |
964 |
$689M |
+$34.6M |
-$31.7M |
+$2.89M |
MSFT, V, AAPL, ABBV, SCHX
|
13F-HR |
1/2/2024, 04:00 PM |
Q1 2022 |
982 |
$793M |
+$47M |
-$19.1M |
+$28M |
MSFT, V, AAPL, QQQ, SCHX
|
13F-HR |
1/2/2024, 04:06 PM |
Q4 2021 |
996 |
$805M |
+$38.9M |
-$14.2M |
+$24.7M |
MSFT, V, AAPL, QQQ, SCHX
|
13F-HR |
1/2/2024, 04:12 PM |
Q3 2021 |
927 |
$719M |
+$25.6M |
-$23.9M |
+$1.71M |
MSFT, V, AAPL, QQQ, VCSH
|
13F-HR |
1/2/2024, 04:23 PM |
Q2 2021 |
941 |
$723M |
+$41.1M |
-$8.28M |
+$32.8M |
MSFT, V, QQQ, VCSH, AAPL
|
13F-HR |
1/2/2024, 04:39 PM |
Q1 2021 |
950 |
$656M |
+$86.8M |
-$17.1M |
+$69.7M |
MSFT, V, VCSH, AAPL, QQQ
|
13F-HR |
1/2/2024, 04:46 PM |
Q4 2020 |
918 |
$556M |
+$28.5M |
-$12.7M |
+$15.8M |
V, MSFT, VCSH, AAPL, DIS
|
13F-HR |
1/2/2024, 04:52 PM |
Q3 2020 |
898 |
$493M |
+$32.9M |
-$8.77M |
+$24.2M |
MSFT, V, VCSH, AAPL, SCHX
|
13F-HR |
1/2/2024, 04:58 PM |
Q2 2020 |
881 |
$447M |
+$10.6M |
-$14.2M |
-$3.62M |
MSFT, V, VCSH, AAPL, SCHX
|
13F-HR |
1/2/2024, 05:05 PM |
Q1 2020 |
862 |
$386M |
+$24.6M |
-$15.3M |
+$9.28M |
V, VCSH, MSFT, AAPL, DIS
|
13F-HR |
1/2/2024, 05:10 PM |
Q4 2019 |
827 |
$469M |
+$15.8M |
-$8.23M |
+$7.58M |
VCSH, V, MSFT, DIS, INTC
|
13F-HR |
1/2/2024, 05:21 PM |
Q3 2019 |
804 |
$434M |
+$20.6M |
-$10.1M |
+$10.5M |
VCSH, V, MSFT, DIS, JNJ
|
13F-HR |
1/2/2024, 05:27 PM |
Q2 2019 |
799 |
$420M |
+$16.4M |
-$11.5M |
+$4.94M |
VCSH, V, MSFT, DIS, XOM
|
13F-HR |
1/2/2024, 05:33 PM |
Q1 2019 |
782 |
$399M |
+$22.3M |
-$12.5M |
+$9.89M |
VCSH, V, MSFT, GBDC, DIS
|
13F-HR |
1/2/2024, 05:39 PM |
Q4 2018 |
811 |
$351M |
+$15.4M |
-$51.5M |
-$36M |
VCSH, V, MSFT, GBDC, VOO
|
13F-HR |
1/2/2024, 05:45 PM |
Q3 2018 |
813 |
$437M |
+$18.7M |
-$12.6M |
+$6.15M |
VCSH, V, MSFT, AMZN, GOOG
|
13F-HR |
1/2/2024, 05:51 PM |
Q2 2018 |
830 |
$406M |
+$22.3M |
-$5.41M |
+$16.9M |
VCSH, V, MSFT, GOOG, AMZN
|
13F-HR |
1/3/2024, 09:16 AM |
Q1 2018 |
801 |
$382M |
+$25.7M |
-$10.1M |
+$15.6M |
VCSH, V, MSFT, JNJ, VOO
|
13F-HR |
1/3/2024, 09:38 AM |
Q4 2017 |
807 |
$377M |
+$28.7M |
-$8.82M |
+$19.9M |
VCSH, V, MSFT, XOM, JNJ
|
13F-HR |
1/3/2024, 09:45 AM |
Q3 2017 |
772 |
$341M |
+$37.1M |
-$6.6M |
+$30.5M |
VCSH, V, XOM, MSFT, JNJ
|
13F-HR |
1/3/2024, 09:51 AM |
Q2 2017 |
701 |
$302M |
+$11.6M |
-$5.66M |
+$5.94M |
VCSH, V, XOM, MSFT, JNJ
|
13F-HR |
1/3/2024, 09:58 AM |
Q1 2017 |
699 |
$291M |
+$19.6M |
-$6.41M |
+$13.1M |
VCSH, V, XOM, T, GE
|
13F-HR |
1/3/2024, 10:04 AM |
Q4 2016 |
671 |
$268M |
+$11.6M |
-$7.3M |
+$4.28M |
VCSH, XOM, V, T, GE
|
13F-HR |
1/3/2024, 10:10 AM |
Q3 2016 |
658 |
$258M |
+$7.62M |
-$7.67M |
-$59.2K |
VCSH, V, XOM, T, GE
|
13F-HR |
1/3/2024, 10:15 AM |
Q2 2016 |
658 |
$254M |
+$10M |
-$7.26M |
+$2.78M |
VCSH, XOM, V, T, GE
|
13F-HR |
1/3/2024, 10:29 AM |
Q1 2016 |
641 |
$244M |
$0 |
$0 |
|
VCSH, V, XOM, T, GE
|
13F-HR |
1/3/2024, 10:34 AM |