Q3 2024 |
638 |
$1.26B |
+$117M |
-$37.1M |
+$79.4M |
AAPL, MSFT, SPY, VOO, AGG
|
13F-HR |
11/1/2024, 04:38 PM |
Q2 2024 |
591 |
$1.12B |
+$73.9M |
-$46.5M |
+$27.3M |
AAPL, MSFT, SPY, VOO, JPM
|
13F-HR |
7/25/2024, 03:28 PM |
Q1 2024 |
586 |
$1.1B |
+$67.8M |
-$87.4M |
-$19.6M |
AAPL, MSFT, SPY, JPM, VOO
|
13F-HR |
4/25/2024, 12:16 PM |
Q4 2023 |
566 |
$1.03B |
+$73.2M |
-$56.2M |
+$17.1M |
AAPL, MSFT, SPY, VONV, JPM
|
13F-HR |
1/31/2024, 06:28 PM |
Q3 2023 |
559 |
$921M |
+$113M |
-$23.8M |
+$89.4M |
AAPL, MSFT, SPY, JPM, AGG
|
13F-HR |
10/25/2023, 03:04 PM |
Q2 2023 |
534 |
$861M |
+$37.9M |
-$48.8M |
-$11M |
AAPL, MSFT, SPY, JPM, AGG
|
13F-HR |
7/28/2023, 08:54 PM |
Q1 2023 |
538 |
$827M |
+$102M |
-$115M |
-$13.5M |
AAPL, MSFT, SPY, JPM, EFA
|
13F-HR |
4/24/2023, 04:55 PM |
Q4 2022 |
496 |
$813M |
+$124M |
-$109M |
+$15.6M |
VONV, EFA, AAPL, SCHG, MSFT
|
13F-HR |
1/20/2023, 08:35 PM |
Q3 2022 |
518 |
$725M |
+$48.9M |
-$40M |
+$8.84M |
AAPL, FLOT, MSFT, SPY, EFA
|
13F-HR |
11/15/2022, 03:46 PM |
Q2 2022 |
509 |
$773M |
+$59.4M |
-$50.7M |
+$8.77M |
AAPL, EFA, FLOT, SPY, MSFT
|
13F-HR |
8/8/2022, 02:49 PM |
Q1 2022 |
510 |
$883M |
+$119M |
-$47M |
+$72.2M |
AAPL, FLOT, EFA, SPY, MSFT
|
13F-HR |
5/2/2022, 04:37 PM |
Q4 2021 |
499 |
$848M |
+$72.9M |
-$43.3M |
+$29.6M |
AAPL, EFA, FLOT, SPY, MSFT
|
13F-HR |
1/25/2022, 06:25 PM |
Q3 2021 |
491 |
$760M |
+$69.4M |
-$24.5M |
+$44.9M |
AAPL, FLOT, SPY, EFA, MSFT
|
13F-HR |
11/12/2021, 12:32 PM |
Q2 2021 |
475 |
$720M |
+$143M |
-$40M |
+$103M |
AAPL, FLOT, SPY, EFA, MSFT
|
13F-HR |
8/6/2021, 02:32 PM |
Q1 2021 |
431 |
$593M |
+$58.6M |
-$37.7M |
+$21M |
AAPL, SPY, EFA, VONV, AGG
|
13F-HR |
5/10/2021, 08:48 PM |
Q4 2020 |
411 |
$527M |
+$59.4M |
-$34.6M |
+$24.8M |
AAPL, VONV, EFA, SPY, AGG
|
13F-HR |
2/11/2021, 05:56 PM |
Q3 2020 |
368 |
$436M |
+$50.2M |
-$29.3M |
+$20.9M |
AAPL, AGG, SPY, EFA, VONV
|
13F-HR |
11/9/2020, 05:28 PM |
Q2 2020 |
348 |
$406M |
+$56.4M |
-$39.3M |
+$17.1M |
AAPL, SPY, AGG, EFA, VONV
|
13F-HR |
8/11/2020, 01:15 PM |
Q1 2020 |
316 |
$334M |
+$60.1M |
-$37M |
+$23.1M |
SCZ, AAPL, SPY, JNJ, EFA
|
13F-HR |
5/13/2020, 02:50 PM |
Q4 2019 |
321 |
$409M |
+$64.3M |
-$38.2M |
+$26.1M |
SPY, SCZ, AAPL, EFA, JPM
|
13F-HR |
2/3/2020, 02:20 PM |
Q3 2019 |
303 |
$356M |
+$27.1M |
-$22.5M |
+$4.58M |
SCZ, AAPL, XOM, JNJ, JPM
|
13F-HR |
3/5/2020, 06:29 PM |
Q2 2019 |
288 |
$348M |
+$32.5M |
-$61.9M |
-$29.4M |
SCZ, AAPL, JNJ, XOM, JPM
|
13F-HR |
2/28/2020, 06:28 PM |
Q1 2019 |
268 |
$369M |
+$65.3M |
-$92.3M |
-$27M |
AAPL, SCZ, JNJ, FLOT, XOM
|
13F-HR |
2/28/2020, 06:25 PM |
Q4 2018 |
238 |
$357M |
+$39.1M |
-$35.8M |
+$3.26M |
FLOT, PFE, IWD, JNJ, CSCO
|
13F-HR |
2/25/2020, 03:42 PM |
Q3 2018 |
263 |
$403M |
+$31.5M |
-$60.3M |
-$28.8M |
FLOT, PFE, JNJ, CSCO, CVX
|
13F-HR |
2/25/2020, 03:36 PM |
Q2 2018 |
291 |
$411M |
+$36.7M |
-$43.6M |
-$6.83M |
FLOT, PFE, CSCO, JNJ, MSFT
|
13F-HR |
2/10/2020, 05:51 PM |
Q1 2018 |
295 |
$415M |
+$61.9M |
-$53M |
+$8.84M |
FLOT, CSCO, PFE, MSFT, FDX
|
13F-HR |
1/29/2020, 06:02 PM |
Q4 2017 |
291 |
$420M |
$0 |
$0 |
|
FLOT, VZ, MSFT, PFE, CSCO
|
13F-HR |
1/29/2020, 05:43 PM |