Q2 2024 |
283 |
$756M |
+$20.6M |
-$12.4M |
+$8.16M |
MSFT, AAPL, VEA, GOOG, QCOM
|
13F-HR |
8/12/2024, 10:42 AM |
Q1 2024 |
286 |
$744M |
+$22.6M |
-$31.6M |
-$9.07M |
MSFT, AAPL, VEA, GOOG, ABBV
|
13F-HR |
5/10/2024, 12:08 PM |
Q4 2023 |
271 |
$708M |
+$24M |
-$14.3M |
+$9.65M |
MSFT, AAPL, VEA, GOOG, ABBV
|
13F-HR |
2/9/2024, 10:27 AM |
Q3 2023 |
256 |
$639M |
+$8.72M |
-$24.3M |
-$15.6M |
AAPL, MSFT, VEA, GOOG, ABBV
|
13F-HR |
11/8/2023, 01:34 PM |
Q2 2023 |
264 |
$681M |
+$33.9M |
-$18.8M |
+$15M |
AAPL, MSFT, VEA, HD, GOOG
|
13F-HR |
8/11/2023, 03:21 PM |
Q1 2023 |
239 |
$634M |
+$7.47M |
-$9.67M |
-$2.2M |
AAPL, MSFT, VEA, ABBV, HD
|
13F-HR |
5/12/2023, 02:02 PM |
Q4 2022 |
237 |
$612M |
+$22.1M |
-$30.7M |
-$8.6M |
AAPL, MSFT, VEA, ABBV, HD
|
13F-HR |
2/10/2023, 10:49 AM |
Q3 2022 |
236 |
$570M |
+$33.6M |
-$24.1M |
+$9.47M |
AAPL, MSFT, VEA, UNH, HD
|
13F-HR |
11/10/2022, 03:43 PM |
Q2 2022 |
248 |
$609M |
+$35.6M |
-$25.2M |
+$10.4M |
AAPL, MSFT, VEA, ABBV, UNH
|
13F-HR |
8/11/2022, 10:42 AM |
Q1 2022 |
247 |
$705M |
+$18.3M |
-$47.1M |
-$28.8M |
AAPL, MSFT, VEA, GOOG, ABBV
|
13F-HR |
5/11/2022, 11:11 AM |
Q4 2021 |
244 |
$778M |
+$24.6M |
-$19.8M |
+$4.8M |
AAPL, MSFT, VEA, HD, DHR
|
13F-HR |
2/9/2022, 10:37 AM |
Q3 2021 |
239 |
$709M |
+$26.2M |
-$15.8M |
+$10.4M |
MSFT, AAPL, VEA, DHR, VWO
|
13F-HR |
11/9/2021, 12:05 PM |
Q2 2021 |
242 |
$698M |
+$35.1M |
-$18.6M |
+$16.5M |
VEA, MSFT, AAPL, VWO, HD
|
13F-HR |
8/9/2021, 11:23 AM |
Q1 2021 |
231 |
$654M |
+$21.6M |
-$18.1M |
+$3.49M |
VEA, AAPL, MSFT, VWO, HD
|
13F-HR |
5/12/2021, 01:14 PM |
Q4 2020 |
225 |
$616M |
+$30.2M |
-$10.6M |
+$19.7M |
AAPL, VEA, MSFT, VWO, PAYC
|
13F-HR |
2/11/2021, 12:42 PM |
Q3 2020 |
206 |
$535M |
+$31.6M |
-$20.3M |
+$11.3M |
AAPL, VEA, MSFT, VWO, DHR
|
13F-HR |
11/13/2020, 10:40 AM |
Q2 2020 |
199 |
$509M |
+$55.5M |
-$22.1M |
+$33.4M |
MSFT, VEA, AAPL, VWO, DHR
|
13F-HR |
8/4/2020, 09:39 AM |
Q1 2020 |
174 |
$401M |
+$26.5M |
-$24.1M |
+$2.38M |
VEA, MSFT, AAPL, VWO, PAYC
|
13F-HR |
5/11/2020, 11:06 AM |
Q4 2019 |
192 |
$500M |
+$16M |
-$16.5M |
-$529K |
VEA, MSFT, AAPL, VWO, PAYC
|
13F-HR |
2/11/2020, 04:22 PM |
Q3 2019 |
186 |
$463M |
+$19.5M |
-$10M |
+$9.44M |
VEA, MSFT, VWO, AAPL, PAYC
|
13F-HR |
11/12/2019, 11:13 AM |
Q2 2019 |
181 |
$450M |
+$9.32M |
-$8.65M |
+$668K |
VEA, MSFT, VWO, AAPL, PAYC
|
13F-HR |
8/13/2019, 11:07 AM |
Q1 2019 |
176 |
$433M |
+$179M |
-$15.6M |
+$164M |
VEA, MSFT, VWO, AAPL, JNJ
|
13F-HR |
5/15/2019, 12:59 PM |
Q4 2018 |
443 |
$242M |
+$8.52M |
-$8.53M |
-$5.96K |
VEA, VWO, MSFT, AAPL, TIP
|
13F-HR |
1/18/2019, 11:25 AM |
Q3 2018 |
431 |
$279M |
+$2.2M |
-$4.17M |
-$1.97M |
VEA, VWO, AAPL, MSFT, TIP
|
13F-HR |
11/14/2018, 09:32 AM |
Q2 2018 |
402 |
$266M |
+$4.59M |
-$4.2M |
+$388K |
VEA, VWO, AAPL, MSFT, TIP
|
13F-HR |
8/15/2018, 02:34 PM |
Q1 2018 |
381 |
$268M |
+$4.48M |
-$9.61M |
-$5.12M |
VEA, VWO, AAPL, TIP, SCZ
|
13F-HR |
5/14/2018, 03:33 PM |
Q4 2017 |
394 |
$278M |
+$3.11M |
-$11.6M |
-$8.45M |
VEA, VWO, AAPL, TIP, SCZ
|
13F-HR |
2/12/2018, 04:29 PM |
Q3 2017 |
376 |
$272M |
+$9.88M |
-$6.72M |
+$3.16M |
VEA, VWO, AAPL, TIP, SCZ
|
13F-HR |
11/13/2017, 05:48 PM |
Q2 2017 |
322 |
$259M |
+$5.89M |
-$15.5M |
-$9.66M |
VEA, VWO, TIP, AAPL, SCZ
|
13F-HR |
8/9/2017, 05:12 PM |
Q1 2017 |
334 |
$262M |
$0 |
$0 |
|
VEA, VWO, TIP, AAPL, SCZ
|
13F-HR |
5/8/2017, 05:05 PM |