Q2 2024 |
1,184 |
$3.36B |
+$384M |
-$197M |
+$187M |
AAPL, NVDA, MSFT, AMZN, IVV
|
13F-HR |
8/14/2024, 12:06 PM |
Q1 2024 |
1,167 |
$3.2B |
+$525M |
-$187M |
+$339M |
AAPL, MSFT, NVDA, IVV, AMZN
|
13F-HR |
5/15/2024, 03:43 PM |
Q4 2023 |
1,111 |
$2.63B |
+$154M |
-$138M |
+$15.9M |
AAPL, MSFT, AMZN, IVV, NVDA
|
13F-HR |
2/14/2024, 05:13 PM |
Q3 2023 |
1,052 |
$2.32B |
+$122M |
-$467M |
-$345M |
AAPL, MSFT, AMZN, IVV, NVDA
|
13F-HR |
11/14/2023, 09:57 AM |
Q2 2023 |
1,172 |
$2.8B |
+$218M |
-$169M |
+$49.7M |
AAPL, MSFT, AMZN, NVDA, IVV
|
13F-HR |
8/14/2023, 09:21 AM |
Q1 2023 |
1,147 |
$2.57B |
+$218M |
-$171M |
+$47M |
AAPL, MSFT, AMZN, IVV, NVDA
|
13F-HR |
5/15/2023, 11:47 AM |
Q4 2022 |
1,130 |
$2.39B |
+$199M |
-$176M |
+$22.9M |
AAPL, MSFT, IVV, AMZN, UNH
|
13F-HR |
2/13/2023, 03:56 PM |
Q3 2022 |
1,109 |
$2.21B |
+$298M |
-$147M |
+$151M |
AAPL, MSFT, AMZN, IVV, UNH
|
13F-HR |
11/9/2022, 12:46 PM |
Q2 2022 |
1,121 |
$2.23B |
+$318M |
-$155M |
+$163M |
AAPL, MSFT, AMZN, IVV, GOOG
|
13F-HR |
8/12/2022, 04:01 PM |
Q1 2022 |
1,027 |
$2.5B |
+$761M |
-$106M |
+$655M |
AAPL, MSFT, AMZN, NVDA, IVV
|
13F-HR |
5/16/2022, 04:21 PM |
Q4 2021 |
2,028 |
$1.96B |
+$143M |
-$332M |
-$188M |
AAPL, MSFT, NVDA, AMZN, IVV
|
13F-HR |
2/14/2022, 09:13 AM |
Q3 2021 |
867 |
$2B |
+$158M |
-$94.2M |
+$63.7M |
AAPL, AMZN, MSFT, NVDA, IVV
|
13F-HR |
2/5/2024, 05:39 PM |
Q2 2021 |
871 |
$1.99B |
+$250M |
-$113M |
+$137M |
AAPL, AMZN, MSFT, NVDA, IVV
|
13F-HR |
1/8/2024, 02:26 PM |
Q1 2021 |
794 |
$1.74B |
+$274M |
-$110M |
+$164M |
AAPL, AMZN, MSFT, IVV, NVDA
|
13F-HR |
1/8/2024, 02:25 PM |
Q4 2020 |
666 |
$1.52B |
+$204M |
-$81.7M |
+$123M |
AAPL, AMZN, MSFT, IVV, NVDA
|
13F-HR |
1/8/2024, 02:25 PM |
Q3 2020 |
571 |
$1.25B |
+$151M |
-$125M |
+$25.6M |
AAPL, AMZN, MSFT, IVV, NVDA
|
13F-HR |
1/8/2024, 02:24 PM |
Q2 2020 |
545 |
$1.16B |
+$152M |
-$89.4M |
+$62.2M |
AAPL, AMZN, IVV, ARKK, MSFT
|
13F-HR |
1/8/2024, 02:23 PM |
Q1 2020 |
518 |
$915M |
+$84.1M |
-$105M |
-$20.7M |
AAPL, IVV, AMZN, MSFT, ARKK
|
13F-HR |
1/8/2024, 02:23 PM |
Q4 2019 |
579 |
$1.12B |
+$132M |
-$63.7M |
+$68.6M |
IVV, AAPL, AMZN, ARKK, UNH
|
Restatement |
1/30/2024, 09:38 AM |
Q3 2019 |
510 |
$988M |
+$57.8M |
-$33.3M |
+$24.5M |
IVV, AMZN, AAPL, ARKK, IEFA
|
Restatement |
1/30/2024, 09:38 AM |
Q2 2019 |
505 |
$963M |
+$57.7M |
-$31.5M |
+$26.2M |
IVV, AMZN, AAPL, ARKK, IEFA
|
Restatement |
1/30/2024, 09:37 AM |
Q1 2019 |
491 |
$907M |
+$93.3M |
-$49.9M |
+$43.4M |
IVV, AMZN, AAPL, ARKK, SHY
|
13F-HR |
1/8/2024, 02:19 PM |
Q4 2018 |
463 |
$769M |
+$109M |
-$102M |
+$7.03M |
IVV, AMZN, AAPL, SHY, UNH
|
13F-HR |
1/8/2024, 02:18 PM |
Q3 2018 |
488 |
$880M |
+$105M |
-$32.6M |
+$72.6M |
AMZN, IVV, AAPL, NVDA, ABMD
|
13F-HR |
1/8/2024, 02:17 PM |
Q2 2018 |
433 |
$771M |
+$116M |
-$41.6M |
+$74.7M |
IVV, AMZN, AAPL, META, IGIB
|
13F-HR |
1/8/2024, 02:16 PM |
Q1 2018 |
370 |
$684M |
+$90.2M |
-$95.1M |
-$4.88M |
IVV, AMZN, HEFA, AAPL, IGIB
|
13F-HR |
1/8/2024, 02:15 PM |
Q4 2017 |
399 |
$693M |
+$91.6M |
-$40.5M |
+$51.2M |
IVV, AMZN, HEFA, IGIB, META
|
13F-HR |
1/8/2024, 02:14 PM |
Q3 2017 |
380 |
$618M |
+$85.9M |
-$19.1M |
+$66.7M |
IVV, HEFA, SHY, AMZN, IGIB
|
13F-HR |
1/8/2024, 02:13 PM |
Q2 2017 |
349 |
$533M |
+$83.8M |
-$16M |
+$67.8M |
IVV, HEFA, SHY, IGIB, AGG
|
13F-HR |
1/8/2024, 02:12 PM |
Q1 2017 |
337 |
$455M |
+$112M |
-$70.1M |
+$41.7M |
IVV, IGIB, SHY, IVE, GE
|
13F-HR |
1/8/2024, 02:11 PM |
Q4 2016 |
295 |
$397M |
+$70.7M |
-$42.8M |
+$27.9M |
SHY, IVV, LQD, IVE, USMV
|
13F-HR |
1/8/2024, 02:09 PM |
Q3 2016 |
280 |
$369M |
+$90.9M |
-$58.1M |
+$32.9M |
AAPL, USMV, IGIB, LQD, BSV
|
13F-HR |
1/8/2024, 02:09 PM |
Q2 2016 |
269 |
$330M |
+$75.4M |
-$44M |
+$31.4M |
AAPL, AOR, BSV, LQD, GE
|
13F-HR |
1/8/2024, 02:08 PM |
Q1 2016 |
264 |
$293M |
$0 |
$0 |
|
AAPL, BSV, GE, MBB, IGSB
|
13F-HR |
1/8/2024, 02:07 PM |