Q3 2024 |
2,684 |
$54.6B |
+$19.1B |
-$21.4B |
-$2.26B |
SPY, NVDA, MSFT, SPOT, BAC
|
13F-HR |
11/14/2024, 08:33 AM |
Q2 2024 |
3,332 |
$54.2B |
+$20.6B |
-$20.3B |
+$324M |
SPY, AAPL, V, AVGO, AMZN
|
13F-HR |
8/14/2024, 12:34 PM |
Q1 2024 |
3,881 |
$55.3B |
+$24.6B |
-$17.2B |
+$7.36B |
SPY, AAPL, META, NVDA, V
|
13F-HR |
5/14/2024, 09:02 AM |
Q4 2023 |
3,863 |
$44.2B |
+$20.3B |
-$14B |
+$6.35B |
AAPL, MSFT, NVDA, UNH, V
|
13F-HR |
2/13/2024, 06:41 AM |
Q3 2023 |
3,618 |
$33.7B |
+$16.6B |
-$8.08B |
+$8.52B |
MSFT, AAPL, GOOGL, V, ADBE
|
13F-HR |
11/13/2023, 10:06 AM |
Q2 2023 |
2,253 |
$25.4B |
+$14.9B |
-$7.06B |
+$7.82B |
AAPL, NVDA, MSFT, GOOG, GOOGL
|
13F-HR |
8/14/2023, 11:22 AM |
Q1 2023 |
2,418 |
$17.5B |
+$9.29B |
-$9.01B |
+$282M |
GOOG, CI, HON, MA, JNJ
|
13F-HR |
5/15/2023, 10:08 AM |
Q4 2022 |
2,334 |
$16.6B |
+$9.46B |
-$9.34B |
+$112M |
AAPL, TXN, GS, AMGN, MCD
|
13F-HR |
2/14/2023, 06:51 AM |
Q3 2022 |
2,406 |
$15.7B |
+$9.56B |
-$6.23B |
+$3.33B |
AAPL, MSFT, V, MCD, CVX
|
13F-HR |
11/14/2022, 09:40 AM |
Q2 2022 |
2,414 |
$13B |
+$8.72B |
-$5.55B |
+$3.17B |
MSFT, MPC, AAPL, BRKB, AMGN
|
13F-HR |
8/15/2022, 07:27 AM |
Q1 2022 |
2,363 |
$11B |
+$6.56B |
-$8.04B |
-$1.48B |
AAPL, VZ, ZTS, ABT, MSFT
|
13F-HR |
5/9/2022, 09:48 AM |
Q4 2021 |
2,468 |
$13B |
+$9.6B |
-$4.84B |
+$4.76B |
SPY, AAPL, AZO, MSFT, HON
|
Restatement |
2/10/2022, 01:13 PM |
Q3 2021 |
2,123 |
$7.97B |
+$4.61B |
-$4.57B |
+$36.7M |
GOVT, MSFT, VCIT, TIP, ADBE
|
13F-HR |
11/12/2021, 09:55 AM |
Q2 2021 |
2,188 |
$8.01B |
+$4.89B |
-$3.11B |
+$1.79B |
VCIT, SPY, GOVT, AAPL, BNDX
|
13F-HR |
8/13/2021, 06:53 AM |
Q1 2021 |
1,854 |
$6.04B |
+$3.29B |
-$4.12B |
-$831M |
AAPL, BNDX, MBB, MSFT, VCIT
|
13F-HR |
5/14/2021, 09:30 AM |
Q4 2020 |
1,749 |
$6.69B |
+$3.32B |
-$3.93B |
-$608M |
BNDX, MUB, VCIT, BIV, AAPL
|
13F-HR |
2/16/2021, 06:15 AM |
Q3 2020 |
1,607 |
$6.82B |
+$3.78B |
-$3.94B |
-$168M |
BNDX, GOVT, BIV, AAPL, MUB
|
13F-HR |
11/12/2020, 12:27 PM |
Q2 2020 |
1,677 |
$6.74B |
+$5.19B |
-$752M |
+$4.43B |
MUB, BNDX, MBB, AAPL, VCIT
|
13F-HR |
8/14/2020, 10:03 AM |
Q1 2020 |
1,065 |
$2.05B |
+$1.26B |
-$1.93B |
-$677M |
BNDX, GLD, MUB, TFI, SRLN
|
13F-HR |
5/15/2020, 10:13 AM |
Q4 2019 |
1,507 |
$3.19B |
+$3.1B |
-$66.6M |
+$3.03B |
DIA, IWF, MUB, XLY, EWJ
|
13F-HR |
2/13/2020, 08:21 AM |
Q3 2019 |
239 |
$150M |
+$64.2M |
-$338M |
-$274M |
CME, AMZN, MSFT, UTX, AABA
|
13F-HR |
11/13/2019, 09:58 AM |
Q2 2019 |
386 |
$420M |
+$125M |
-$475M |
-$351M |
MSFT, AAPL, AMZN, CME, BA
|
13F-HR |
8/2/2019, 07:03 AM |
Q1 2019 |
410 |
$752M |
+$614M |
-$52.1M |
+$562M |
MSFT, AAPL, JNJ, AMZN, BA
|
13F-HR |
5/15/2019, 08:39 AM |
Q4 2018 |
286 |
$176M |
+$63.7M |
-$608M |
-$544M |
CME, RAMP, BHP, D, CHL
|
13F-HR |
2/14/2019, 09:41 AM |
Q3 2018 |
1,043 |
$748M |
+$625M |
-$37.6M |
+$587M |
AAPL, MSFT, AMZN, BA, UNH
|
13F-HR |
11/14/2018, 07:47 AM |
Q2 2018 |
822 |
$154M |
+$109M |
-$217M |
-$107M |
CME, AMZN, RACE, CNH, XLE
|
Restatement |
8/15/2018, 10:30 AM |
Q1 2018 |
327 |
$260M |
$0 |
$0 |
|
MDY, XLB, XLK, XLI, XLY
|
13F-HR |
5/14/2018, 01:40 PM |