Q3 2024 |
7,152 |
$44.3B |
+$2.62B |
-$2.66B |
-$39.6M |
AAPL, IVV, NVDA, MSFT, QQQ
|
13F-HR |
11/13/2024, 03:26 PM |
Q2 2024 |
7,186 |
$42.3B |
+$3.32B |
-$5.63B |
-$2.31B |
AAPL, NVDA, IVV, MSFT, QQQ
|
13F-HR |
8/13/2024, 10:16 AM |
Q1 2024 |
6,984 |
$44.8B |
+$1.89B |
-$17.9B |
-$16B |
AAPL, QQQ, MSFT, IVV, NVDA
|
13F-HR |
5/10/2024, 04:18 PM |
Q4 2023 |
7,128 |
$57.1B |
+$1.84B |
-$18.7B |
-$16.9B |
IVV, AAPL, MSFT, QQQ, VOO
|
13F-HR |
2/12/2024, 12:22 PM |
Q3 2023 |
7,326 |
$67.7B |
+$16.1B |
-$1.85B |
+$14.3B |
IVV, AAPL, MSFT, VOO, QQQ
|
13F-HR |
11/13/2023, 01:52 PM |
Q2 2023 |
7,348 |
$55.6B |
+$3.41B |
-$3.41B |
-$3.26M |
IVV, AAPL, MSFT, VOO, QQQ
|
Restatement |
8/21/2023, 11:55 AM |
Q1 2023 |
7,399 |
$53.1B |
+$4.91B |
-$3.53B |
+$1.37B |
IVV, AAPL, MSFT, BSV, VOO
|
13F-HR |
5/12/2023, 03:48 PM |
Q4 2022 |
8,084 |
$49.3B |
+$5.85B |
-$2.99B |
+$2.86B |
IVV, AAPL, BSV, MSFT, VOO
|
13F-HR |
2/10/2023, 11:33 AM |
Q3 2022 |
8,141 |
$43.7B |
+$3.8B |
-$2.48B |
+$1.32B |
IVV, AAPL, BSV, MSFT, VOO
|
13F-HR |
11/14/2022, 11:12 AM |
Q2 2022 |
8,181 |
$45.1B |
+$7.05B |
-$3.23B |
+$3.82B |
IVV, AAPL, ITOT, BSV, MSFT
|
13F-HR |
8/10/2022, 04:12 PM |
Q1 2022 |
9,981 |
$48.8B |
+$4.01B |
-$4.96B |
-$951M |
AAPL, IVV, VOO, MSFT, QQQ
|
13F-HR |
5/4/2022, 12:32 PM |
Q4 2021 |
7,922 |
$52.7B |
+$4.2B |
-$2.28B |
+$1.92B |
IVV, AAPL, VOO, QQQ, MSFT
|
13F-HR |
2/3/2022, 03:55 PM |
Q3 2021 |
7,840 |
$47.9B |
+$4.74B |
-$2.2B |
+$2.54B |
AAPL, IVV, VOO, QQQ, MSFT
|
13F-HR |
11/5/2021, 01:19 PM |
Q2 2021 |
7,581 |
$46.1B |
+$4.32B |
-$2.04B |
+$2.28B |
AAPL, IVV, VOO, QQQ, MSFT
|
13F-HR |
8/2/2021, 04:30 PM |
Q1 2021 |
7,336 |
$41.5B |
+$4.74B |
-$2.2B |
+$2.54B |
AAPL, IVV, IJR, VOO, QQQ
|
13F-HR |
5/13/2021, 11:59 AM |
Q4 2020 |
6,938 |
$37.4B |
+$3.63B |
-$2.81B |
+$815M |
AAPL, IVV, QQQ, VOO, IJR
|
13F-HR |
2/10/2021, 10:12 AM |
Q3 2020 |
7,217 |
$33.3B |
+$3.88B |
-$1.43B |
+$2.45B |
AAPL, IVV, QQQ, AMZN, VOO
|
13F-HR |
11/12/2020, 01:56 PM |
Q2 2020 |
6,908 |
$29.7B |
+$4.76B |
-$2.21B |
+$2.54B |
AAPL, IVV, AMZN, MSFT, QQQ
|
13F-HR |
8/14/2020, 09:08 AM |
Q1 2020 |
8,012 |
$23.4B |
$0 |
$0 |
|
IVV, AAPL, VOO, VEA, USMV
|
13F-HR |
5/15/2020, 06:05 PM |