Q2 2024 |
3,607 |
$9.49B |
+$748M |
-$276M |
+$472M |
AAPL, MSFT, NVDA, AMZN, IVV
|
13F-HR |
8/8/2024, 09:20 AM |
Q1 2024 |
3,560 |
$9.07B |
+$1.53B |
-$320M |
+$1.21B |
AAPL, MSFT, NVDA, AMZN, IVV
|
13F-HR |
5/15/2024, 01:36 PM |
Q4 2023 |
3,490 |
$7.4B |
+$659M |
-$398M |
+$261M |
AAPL, MSFT, IVV, AMZN, GOOGL
|
13F-HR |
2/12/2024, 12:34 PM |
Q3 2023 |
3,378 |
$6.5B |
+$415M |
-$332M |
+$83.3M |
AAPL, MSFT, IVV, AMZN, GOOGL
|
13F-HR |
11/13/2023, 02:48 PM |
Q2 2023 |
3,318 |
$6.67B |
+$401M |
-$305M |
+$95.4M |
AAPL, MSFT, IVV, AMZN, GOOGL
|
13F-HR |
8/14/2023, 10:48 AM |
Q1 2023 |
3,307 |
$6.25B |
+$505M |
-$385M |
+$120M |
AAPL, MSFT, IVV, AMZN, VOO
|
13F-HR |
5/15/2023, 11:45 AM |
Q4 2022 |
3,352 |
$5.88B |
+$501M |
-$344M |
+$158M |
AAPL, MSFT, IVV, VOO, AMZN
|
13F-HR |
2/15/2023, 01:52 PM |
Q3 2022 |
3,210 |
$5.35B |
+$547M |
-$256M |
+$292M |
AAPL, MSFT, AMZN, IVV, GOOGL
|
13F-HR |
11/10/2022, 10:27 AM |
Q2 2022 |
3,166 |
$5.46B |
+$440M |
-$385M |
+$54.4M |
AAPL, MSFT, AMZN, GOOGL, IVV
|
13F-HR |
8/4/2022, 02:14 PM |
Q1 2022 |
3,216 |
$6.46B |
+$604M |
-$374M |
+$229M |
AAPL, MSFT, AMZN, GOOGL, IVV
|
13F-HR |
5/2/2022, 11:09 AM |
Q4 2021 |
3,133 |
$6.58B |
+$544M |
-$221M |
+$323M |
AAPL, MSFT, AMZN, GOOGL, IVV
|
13F-HR |
2/8/2022, 12:48 PM |
Q3 2021 |
3,108 |
$5.82B |
+$445M |
-$455M |
-$10.4M |
AAPL, MSFT, AMZN, GOOGL, IVV
|
13F-HR |
11/12/2021, 09:16 AM |
Q2 2021 |
7,033 |
$5.91B |
+$601M |
-$759M |
-$157M |
AAPL, MSFT, AMZN, IVV, GOOGL
|
13F-HR |
8/13/2021, 04:09 PM |
Q1 2021 |
3,407 |
$5.69B |
$0 |
$0 |
|
AAPL, AMZN, MSFT, IVV, IJR
|
New Holdings |
5/17/2021, 02:32 PM |
Q1 2021 |
3,407 |
$5.69B |
+$1.05B |
-$197M |
+$851M |
AAPL, AMZN, MSFT, IVV, IJR
|
13F-HR |
5/14/2021, 04:17 PM |
Q4 2020 |
2,818 |
$4.62B |
+$435M |
-$140M |
+$294M |
AAPL, AMZN, MSFT, IVV, IJR
|
13F-HR |
2/10/2021, 05:59 PM |
Q3 2020 |
2,682 |
$3.97B |
+$497M |
-$154M |
+$343M |
AAPL, AMZN, MSFT, IVV, USMV
|
13F-HR |
10/30/2020, 09:10 AM |
Q2 2020 |
2,601 |
$3.51B |
+$431M |
-$151M |
+$280M |
AAPL, AMZN, MSFT, IVV, IWF
|
13F-HR |
8/6/2020, 04:42 PM |
Q1 2020 |
2,392 |
$2.73B |
+$252M |
-$256M |
-$4.13M |
AAPL, AMZN, MSFT, IVV, USMV
|
13F-HR |
4/29/2020, 04:52 PM |
Q4 2019 |
2,515 |
$3.38B |
+$303M |
-$88.3M |
+$215M |
AAPL, MSFT, AMZN, PTLC, IVV
|
13F-HR |
1/17/2020, 01:08 PM |
Q3 2019 |
2,538 |
$2.97B |
+$309M |
-$89M |
+$220M |
AAPL, AMZN, PTLC, MSFT, IVV
|
13F-HR |
10/30/2019, 05:22 PM |
Q2 2019 |
2,540 |
$2.72B |
+$400M |
-$103M |
+$297M |
AAPL, AMZN, MSFT, PTLC, IVV
|
13F-HR |
7/25/2019, 04:38 PM |
Q1 2019 |
794 |
$2.36B |
+$242M |
-$182M |
+$60.4M |
AAPL, AMZN, MSFT, IWF, GIS
|
13F-HR |
4/30/2019, 12:28 PM |
Q4 2018 |
772 |
$2.05B |
+$493M |
-$250M |
+$244M |
AAPL, AMZN, MSFT, IWF, IVV
|
13F-HR |
1/15/2019, 04:32 PM |
Q3 2018 |
2,581 |
$2.1B |
+$421M |
-$93.2M |
+$328M |
AAPL, SPY, AMZN, MSFT, IWF
|
13F-HR |
10/23/2018, 10:28 AM |
Q2 2018 |
2,441 |
$1.67B |
+$296M |
-$114M |
+$182M |
AAPL, SPY, AMZN, MSFT, IWF
|
13F-HR |
7/20/2018, 04:12 PM |
Q1 2018 |
2,215 |
$1.46B |
+$241M |
-$70.3M |
+$171M |
SPY, AAPL, AMZN, IWF, EEM
|
13F-HR |
4/20/2018, 10:18 AM |
Q4 2017 |
1,855 |
$1.31B |
+$294M |
-$20.8M |
+$274M |
SPY, AAPL, META, AMZN, IWF
|
13F-HR |
1/19/2018, 01:32 PM |
Q3 2017 |
1,661 |
$982M |
+$101M |
-$43.6M |
+$57.9M |
SPY, AAPL, META, AMZN, IWF
|
13F-HR |
11/22/2017, 09:34 AM |
Q2 2017 |
1,608 |
$890M |
+$256M |
-$45.4M |
+$211M |
SPY, AAPL, AMZN, META, IWF
|
13F-HR |
11/22/2017, 02:54 PM |
Q1 2017 |
1,498 |
$661M |
+$442M |
-$9.06M |
+$433M |
SPY, AAPL, AMZN, IWF, META
|
13F-HR |
11/22/2017, 03:32 PM |
Q4 2016 |
859 |
$219M |
$0 |
$0 |
|
IWF, AAPL, XOM, VBK, VBR
|
13F-HR |
11/22/2017, 04:02 PM |