Q3 2024 |
586 |
$465M |
+$83.7M |
-$15.3M |
+$68.4M |
AAPL, SPY, MSFT, GOOGL, AMZN
|
13F-HR |
10/9/2024, 02:11 PM |
Q2 2024 |
539 |
$377M |
+$52.7M |
-$7.75M |
+$44.9M |
SPY, AAPL, MSFT, GOOGL, AMZN
|
13F-HR |
7/25/2024, 05:10 PM |
Q1 2024 |
517 |
$334M |
+$42M |
-$13.5M |
+$28.5M |
SPY, AAPL, MSFT, JPM, AMZN
|
13F-HR |
4/16/2024, 03:59 PM |
Q4 2023 |
519 |
$285M |
+$34.9M |
-$10.9M |
+$24M |
SPY, AAPL, MSFT, GOOGL, AMZN
|
13F-HR |
1/23/2024, 10:02 AM |
Q3 2023 |
481 |
$237M |
+$15.9M |
-$15.6M |
+$304K |
SPY, AAPL, GOOGL, EFA, MSFT
|
13F-HR |
10/16/2023, 10:04 AM |
Q2 2023 |
514 |
$247M |
+$16.2M |
-$10.1M |
+$6.14M |
SPY, AAPL, VOO, GOOGL, EFA
|
13F-HR |
7/7/2023, 10:41 AM |
Q1 2023 |
425 |
$230M |
+$7.62M |
-$9.64M |
-$2.01M |
SPY, AAPL, VOO, EFA, GOOGL
|
13F-HR |
4/6/2023, 03:33 PM |
Q4 2022 |
437 |
$223M |
+$12.5M |
-$10.8M |
+$1.72M |
SPY, AAPL, VOO, EFA, PG
|
13F-HR |
1/9/2023, 12:47 PM |
Q3 2022 |
418 |
$203M |
+$10.6M |
-$11.7M |
-$1.13M |
SPY, AAPL, VOO, GOOGL, PG
|
13F-HR |
10/6/2022, 03:29 PM |
Q2 2022 |
421 |
$223M |
+$15.4M |
-$7.05M |
+$8.3M |
SPY, AAPL, VOO, EFA, GOOGL
|
13F-HR |
7/6/2022, 11:45 AM |
Q1 2022 |
409 |
$253M |
+$27M |
-$10.1M |
+$16.9M |
SPY, AAPL, GOOGL, EFA, AMZN
|
13F-HR |
4/14/2022, 02:19 PM |
Q4 2021 |
395 |
$245M |
+$9.3M |
-$12.6M |
-$3.35M |
AAPL, SPY, GOOGL, EFA, PG
|
13F-HR |
1/26/2022, 09:24 AM |
Q3 2021 |
396 |
$231M |
+$15.6M |
-$8.02M |
+$7.62M |
AAPL, SPY, GOOGL, EFA, PG
|
13F-HR |
10/26/2021, 01:05 PM |
Q2 2021 |
383 |
$226M |
+$13.4M |
-$5.46M |
+$7.97M |
AAPL, SPY, GOOGL, EFA, VCIT
|
13F-HR |
7/23/2021, 11:32 AM |
Q1 2021 |
381 |
$206M |
+$16.7M |
-$12.8M |
+$3.91M |
AAPL, SPY, GOOGL, PG, EFA
|
13F-HR |
4/21/2021, 02:26 PM |
Q4 2020 |
376 |
$193M |
+$9.6M |
-$10.1M |
-$460K |
AAPL, GOOGL, AMZN, PG, SPY
|
13F-HR |
1/21/2021, 05:52 PM |
Q3 2020 |
368 |
$176M |
+$24.6M |
-$5.82M |
+$18.7M |
AAPL, PG, GOOGL, AMZN, JNJ
|
13F-HR |
10/5/2020, 02:28 PM |
Q2 2020 |
343 |
$154M |
+$13.1M |
-$7.59M |
+$5.49M |
AAPL, GOOGL, PG, AMZN, INTC
|
13F-HR |
7/8/2020, 04:36 PM |
Q1 2020 |
340 |
$128M |
+$15M |
-$9.52M |
+$5.43M |
AAPL, GOOGL, INTC, PG, JNJ
|
13F-HR |
4/22/2020, 06:31 PM |
Q4 2019 |
346 |
$155M |
+$10.4M |
-$6.86M |
+$3.56M |
AAPL, SPY, GOOGL, JPM, INTC
|
13F-HR |
1/30/2020, 05:58 PM |
Q3 2019 |
353 |
$141M |
+$12.6M |
-$3.78M |
+$8.82M |
SPY, AAPL, GOOGL, PG, INTC
|
13F-HR |
10/21/2019, 03:32 PM |
Q2 2019 |
323 |
$128M |
+$7.97M |
-$5.19M |
+$2.78M |
SPY, AAPL, PG, GOOGL, INTC
|
13F-HR |
7/23/2019, 10:31 AM |
Q1 2019 |
330 |
$122M |
+$5.49M |
-$6.41M |
-$921K |
SPY, AAPL, GOOGL, PG, INTC
|
13F-HR |
4/29/2019, 12:48 PM |
Q4 2018 |
356 |
$110M |
+$8.52M |
-$10.9M |
-$2.41M |
SPY, AAPL, GOOGL, PG, INTC
|
13F-HR |
1/28/2019, 02:21 PM |
Q3 2018 |
378 |
$127M |
+$6.61M |
-$6.06M |
+$558K |
AAPL, SPY, GOOGL, PG, JPM
|
13F-HR |
10/17/2018, 12:28 PM |
Q2 2018 |
306 |
$119M |
+$5.37M |
-$5.91M |
-$536K |
AAPL, SPY, GOOGL, INTC, PG
|
13F-HR |
8/7/2018, 05:17 PM |
Q1 2018 |
401 |
$117M |
+$10.4M |
-$5.96M |
+$4.48M |
AAPL, INTC, SPY, GOOGL, PG
|
13F-HR |
4/18/2018, 11:55 AM |
Q4 2017 |
326 |
$117M |
$0 |
$0 |
|
AAPL, INTC, PG, JPM, GOOGL
|
13F-HR |
2/8/2018, 01:37 PM |