Q3 2022 |
672 |
$1B |
+$13.4M |
-$132M |
-$119M |
MSFT, AAPL, VEA, MDY, AMZN
|
13F-HR |
11/14/2022, 10:12 AM |
Q2 2022 |
687 |
$1.32B |
+$117M |
-$60.6M |
+$56.7M |
VOOG, MSFT, VOOV, AAPL, VEA
|
13F-HR |
8/11/2022, 06:18 PM |
Q1 2022 |
762 |
$1.51B |
+$131M |
-$46.2M |
+$84.5M |
VOOG, MSFT, VOOV, AAPL, AMZN
|
13F-HR |
5/16/2022, 12:16 PM |
Q4 2021 |
718 |
$1.51B |
+$65.4M |
-$47.1M |
+$18.3M |
VOOG, MSFT, VOOV, AAPL, AMZN
|
13F-HR |
2/10/2022, 08:08 PM |
Q3 2021 |
692 |
$1.37B |
+$95.3M |
-$91.9M |
+$3.39M |
VOOG, MSFT, VOOV, AAPL, AMZN
|
13F-HR |
11/15/2021, 07:42 PM |
Q2 2021 |
691 |
$1.37B |
+$124M |
-$26.2M |
+$97.6M |
VOOG, VOOV, NET, MSFT, AAPL
|
13F-HR |
8/16/2021, 05:02 PM |
Q1 2021 |
643 |
$1.17B |
+$148M |
-$35.5M |
+$112M |
VOOG, VOOV, NET, MSFT, AAPL
|
13F-HR |
5/17/2021, 10:50 AM |
Q4 2020 |
539 |
$1B |
+$95.4M |
-$55.3M |
+$40.1M |
VOOG, VOOV, AAPL, MSFT, AMZN
|
13F-HR |
2/12/2021, 02:37 PM |
Q3 2020 |
508 |
$870M |
+$54M |
-$41.7M |
+$12.4M |
VOOG, VOOV, MSFT, AAPL, AMZN
|
13F-HR |
11/16/2020, 11:17 AM |
Q2 2020 |
499 |
$820M |
+$114M |
-$46.8M |
+$67.2M |
VOOG, VOOV, MSFT, AAPL, MDY
|
13F-HR |
8/14/2020, 12:44 PM |
Q1 2020 |
406 |
$634M |
+$74.6M |
-$73.5M |
+$1.09M |
VOOG, VOOV, MSFT, MDY, AAPL
|
13F-HR |
5/6/2020, 12:35 PM |
Q4 2019 |
467 |
$787M |
+$60M |
-$30.8M |
+$29.2M |
VOOG, VOOV, MDY, MSFT, AAPL
|
13F-HR |
2/4/2020, 02:18 PM |
Q3 2019 |
461 |
$706M |
+$87.8M |
-$41.6M |
+$46.2M |
VOOG, VOOV, MDY, MSFT, AAPL
|
13F-HR |
11/6/2019, 12:26 PM |
Q2 2019 |
407 |
$652M |
+$54.5M |
-$39.2M |
+$15.3M |
VOOG, VOOV, MDY, MSFT, JPM
|
13F-HR |
8/8/2019, 11:51 AM |
Q1 2019 |
356 |
$616M |
+$98.3M |
-$106M |
-$7.67M |
VOOG, VOOV, MDY, MSFT, JPM
|
13F-HR |
5/10/2019, 12:59 PM |
Q4 2018 |
299 |
$561M |
+$123M |
-$84.9M |
+$38.3M |
VOOG, VOOV, MDY, VTV, MSFT
|
13F-HR |
2/7/2019, 02:10 PM |
Q3 2018 |
262 |
$601M |
$0 |
-$2.62M |
-$2.62M |
VOOG, VOOV, MDY, JPM, MSFT
|
13F-HR |
11/14/2018, 07:43 PM |
Q2 2018 |
265 |
$573M |
+$73.1M |
-$51.3M |
+$21.8M |
VOOG, VOOV, MDY, JPM, MSFT
|
13F-HR |
10/1/2018, 07:36 PM |
Q1 2018 |
254 |
$542M |
+$48.5M |
-$80.7M |
-$32.1M |
VOOG, VOOV, MDY, JPM, ACWI
|
13F-HR |
5/14/2018, 03:47 PM |
Q4 2017 |
285 |
$588M |
+$73.7M |
-$44.4M |
+$29.3M |
VOOG, VOOV, MDY, JPM, ACWI
|
13F-HR |
2/13/2018, 03:00 PM |
Q3 2017 |
270 |
$529M |
+$34.9M |
-$177M |
-$142M |
VOOG, VOOV, MDY, GE, JPM
|
13F-HR |
11/14/2017, 02:25 PM |
Q2 2017 |
303 |
$652M |
+$35.4M |
-$36.6M |
-$1.2M |
VOOG, VOOV, MDY, JNJ, GE
|
13F-HR |
8/14/2017, 01:05 PM |
Q1 2017 |
301 |
$641M |
+$123M |
-$71.3M |
+$52.2M |
VOOV, VOOG, GE, MDY, JNJ
|
Restatement |
8/16/2017, 06:53 PM |
Q4 2016 |
305 |
$566M |
+$60M |
-$55.5M |
+$4.55M |
VOOV, VOOG, GE, MDY, JNJ
|
13F-HR |
2/10/2017, 03:03 PM |
Q3 2016 |
296 |
$540M |
$0 |
$0 |
|
VOOV, VOOG, GE, MDY, JNJ
|
13F-HR |
11/14/2016, 05:44 PM |