Q3 2024 |
1,747 |
$51.5B |
+$2.74B |
-$2.33B |
+$410M |
MSFT, AAPL, JPM, BRKB, GOOG
|
13F-HR |
11/13/2024, 06:32 PM |
Q2 2024 |
1,753 |
$48.2B |
+$2.88B |
-$1.62B |
+$1.26B |
MSFT, AAPL, JPM, GOOG, BRKB
|
13F-HR |
8/13/2024, 06:35 PM |
Q1 2024 |
1,750 |
$47.7B |
+$2.07B |
-$1.62B |
+$451M |
MSFT, AAPL, JPM, BRKB, HD
|
13F-HR |
5/14/2024, 12:54 PM |
Q4 2023 |
1,706 |
$43.9B |
+$4.46B |
-$1.2B |
+$3.25B |
MSFT, AAPL, JPM, GOOG, HD
|
13F-HR |
2/14/2024, 02:00 PM |
Q3 2023 |
1,707 |
$36.7B |
+$1.58B |
-$1.03B |
+$547M |
MSFT, AAPL, JPM, GOOG, BRKB
|
13F-HR |
11/13/2023, 03:22 PM |
Q2 2023 |
1,688 |
$37.9B |
+$1.7B |
-$6.57B |
-$4.87B |
AAPL, MSFT, JPM, VEA, BRKB
|
13F-HR |
8/11/2023, 04:06 PM |
Q1 2023 |
1,685 |
$40.5B |
+$2.13B |
-$1.35B |
+$775M |
AAPL, MSFT, JPM, HD, BRKB
|
13F-HR |
5/15/2023, 10:45 AM |
Q4 2022 |
1,772 |
$38B |
+$3.49B |
-$2.17B |
+$1.32B |
MSFT, AAPL, JPM, HD, JNJ
|
13F-HR |
2/13/2023, 05:13 PM |
Q3 2022 |
1,818 |
$33.9B |
+$2.24B |
-$1.81B |
+$432M |
AAPL, MSFT, JNJ, BRKB, HD
|
13F-HR |
11/14/2022, 07:59 PM |
Q2 2022 |
1,862 |
$36B |
+$3.2B |
-$1.27B |
+$1.92B |
AAPL, MSFT, JNJ, BRKB, JPM
|
13F-HR |
8/8/2022, 05:08 PM |
Q1 2022 |
1,887 |
$40.5B |
+$1.91B |
-$1.44B |
+$476M |
AAPL, MSFT, BRKB, JPM, GOOG
|
13F-HR |
5/13/2022, 10:35 AM |
Q4 2021 |
1,869 |
$42.8B |
+$1.52B |
-$1.29B |
+$229M |
AAPL, MSFT, JPM, HD, GOOG
|
13F-HR |
2/9/2022, 11:03 AM |
Q3 2021 |
1,864 |
$39.1B |
+$1.69B |
-$913M |
+$778M |
MSFT, AAPL, JPM, HD, GOOG
|
13F-HR |
11/12/2021, 03:23 PM |
Q2 2021 |
1,746 |
$38.5B |
+$2.03B |
-$1.43B |
+$598M |
MSFT, AAPL, JPM, HD, VEA
|
13F-HR |
8/11/2021, 05:04 PM |
Q1 2021 |
1,685 |
$35.7B |
+$1.96B |
-$1.42B |
+$539M |
AAPL, MSFT, JPM, DIS, HD
|
13F-HR |
5/13/2021, 10:45 AM |
Q4 2020 |
1,570 |
$33.4B |
+$1.65B |
-$1.1B |
+$549M |
AAPL, MSFT, JPM, DIS, VEA
|
13F-HR |
2/11/2021, 03:55 PM |
Q3 2020 |
1,487 |
$29.2B |
+$2.66B |
-$1.15B |
+$1.51B |
AAPL, MSFT, HD, JPM, BRKB
|
13F-HR |
11/12/2020, 01:22 PM |
Q2 2020 |
1,515 |
$26.5B |
+$2.36B |
-$1.92B |
+$438M |
AAPL, MSFT, HD, JPM, JNJ
|
Restatement |
10/22/2020, 10:33 AM |
Q1 2020 |
1,441 |
$21.9B |
+$1.81B |
-$2.15B |
-$341M |
MSFT, AAPL, JPM, BRKB, JNJ
|
13F-HR |
5/14/2020, 11:30 AM |
Q4 2019 |
1,507 |
$27.9B |
+$1.64B |
-$1.03B |
+$607M |
AAPL, MSFT, JPM, DIS, VEA
|
13F-HR |
2/14/2020, 04:08 PM |
Q3 2019 |
1,526 |
$25.3B |
+$1.17B |
-$1.88B |
-$709M |
MSFT, AAPL, JPM, HD, DIS
|
13F-HR |
11/14/2019, 10:07 AM |
Q2 2019 |
1,529 |
$25.7B |
+$8.64B |
-$704M |
+$7.94B |
MSFT, AAPL, JPM, DIS, JNJ
|
13F-HR |
8/14/2019, 11:57 AM |
Q1 2019 |
1,282 |
$17.1B |
+$1.51B |
-$1.05B |
+$460M |
MSFT, IWD, AAPL, IWF, VEA
|
13F-HR |
5/14/2019, 02:57 PM |
Q4 2018 |
1,280 |
$14.7B |
+$2.03B |
-$954M |
+$1.07B |
IWD, AAPL, MSFT, IWF, VEA
|
13F-HR |
2/14/2019, 11:56 AM |
Q3 2018 |
1,326 |
$16B |
+$1.06B |
-$797M |
+$266M |
AAPL, IWD, MSFT, IWF, VEA
|
13F-HR |
11/13/2018, 12:34 PM |
Q2 2018 |
1,275 |
$14.7B |
+$1.25B |
-$1.03B |
+$223M |
IWD, AAPL, IWF, VEA, MSFT
|
13F-HR |
8/13/2018, 05:22 PM |
Q1 2018 |
1,247 |
$14.2B |
+$1.15B |
-$901M |
+$246M |
IWD, AAPL, IWF, VEA, MSFT
|
13F-HR |
5/14/2018, 03:35 PM |
Q4 2017 |
1,256 |
$14.1B |
+$1.01B |
-$797M |
+$215M |
IWD, AAPL, IWF, VEA, MSFT
|
13F-HR |
2/9/2018, 04:57 PM |
Q3 2017 |
1,226 |
$13.3B |
+$812M |
-$839M |
-$27.3M |
IWD, AAPL, VEA, IWF, MSFT
|
13F-HR |
11/14/2017, 04:35 PM |
Q2 2017 |
1,218 |
$12.8B |
+$1.04B |
-$1.01B |
+$30.7M |
IWD, AAPL, VEA, IWF, MSFT
|
13F-HR |
8/14/2017, 12:30 PM |
Q1 2017 |
1,208 |
$12.4B |
+$1.08B |
-$816M |
+$262M |
IWD, AAPL, VEA, IWF, MSFT
|
Restatement |
6/19/2017, 04:56 PM |
Q4 2016 |
1,189 |
$11.5B |
+$1.09B |
-$948M |
+$144M |
IWD, AAPL, GE, VEA, IWF
|
13F-HR |
2/9/2017, 06:09 PM |
Q3 2016 |
1,191 |
$11.2B |
+$850M |
-$853M |
-$3.61M |
IWD, AAPL, GE, IWF, VEA
|
13F-HR |
11/10/2016, 02:18 PM |
Q2 2016 |
1,190 |
$10.7B |
+$953M |
-$777M |
+$175M |
IWD, AAPL, GE, IWF, VEA
|
13F-HR |
8/11/2016, 04:19 PM |
Q1 2016 |
1,215 |
$10.5B |
+$1.37B |
-$1.05B |
+$323M |
IWD, AAPL, GE, VEA, MSFT
|
13F-HR |
5/12/2016, 02:56 PM |
Q4 2015 |
1,230 |
$10B |
+$1.08B |
-$778M |
+$297M |
IWD, GE, AAPL, IWF, VEA
|
13F-HR |
2/11/2016, 03:24 PM |
Q3 2015 |
1,243 |
$9.41B |
+$1.05B |
-$952M |
+$102M |
IWD, AAPL, GE, VEA, IWF
|
13F-HR |
11/10/2015, 05:34 PM |
Q2 2015 |
1,306 |
$10.2B |
$0 |
$0 |
|
IWD, AAPL, GE, VEA, ABBV
|
13F-HR |
8/13/2015, 06:07 PM |