Q2 2025 |
4,347 |
$15.3B |
+$637M |
-$327M |
+$310M |
NVDA, MSFT, JPM, AAPL, AMZN
|
13F-HR |
8/5/2025, 01:43 PM |
Q1 2025 |
4,354 |
$13.8B |
+$777M |
-$636M |
+$141M |
AAPL, NVDA, JPM, MSFT, VEA
|
13F-HR |
5/14/2025, 10:46 AM |
Q4 2024 |
4,348 |
$14B |
+$629M |
-$336M |
+$293M |
NVDA, AAPL, MSFT, JPM, GOOGL
|
13F-HR |
2/12/2025, 04:58 PM |
Q3 2024 |
4,333 |
$13.7B |
+$700M |
-$493M |
+$207M |
NVDA, AAPL, MSFT, JPM, VEA
|
13F-HR |
11/6/2024, 08:19 AM |
Q2 2024 |
4,276 |
$12.9B |
+$1.18B |
-$376M |
+$809M |
NVDA, MSFT, AAPL, JPM, GOOGL
|
13F-HR |
8/8/2024, 08:23 AM |
Q1 2024 |
4,051 |
$12.4B |
+$1.08B |
-$456M |
+$619M |
MSFT, NVDA, AAPL, JPM, VEA
|
13F-HR |
5/3/2024, 11:22 AM |
Q4 2023 |
3,966 |
$11B |
+$425M |
-$416M |
+$9.29M |
AAPL, MSFT, JPM, NVDA, VEA
|
13F-HR |
2/7/2024, 08:30 AM |
Q3 2023 |
4,088 |
$9.98B |
+$190M |
-$624M |
-$434M |
AAPL, MSFT, JPM, NVDA, GOOGL
|
13F-HR |
11/8/2023, 03:16 PM |
Q2 2023 |
3,933 |
$10.8B |
+$631M |
-$494M |
+$137M |
AAPL, MSFT, JPM, IJR, NVDA
|
13F-HR |
8/11/2023, 11:19 AM |
Q1 2023 |
3,787 |
$10.1B |
+$472M |
-$379M |
+$92.3M |
AAPL, MSFT, IJR, JPM, VOO
|
13F-HR |
5/10/2023, 10:18 AM |
Q4 2022 |
3,657 |
$9.6B |
+$398M |
-$337M |
+$60.7M |
AAPL, MSFT, JPM, IJR, VOO
|
13F-HR |
2/9/2023, 10:44 AM |
Q3 2022 |
1,925 |
$8.77B |
+$513M |
-$320M |
+$193M |
AAPL, MSFT, IJR, JPM, AMZN
|
13F-HR |
11/7/2022, 02:44 PM |
Q2 2022 |
1,966 |
$9.27B |
+$583M |
-$317M |
+$266M |
AAPL, MSFT, IJR, JPM, GOOGL
|
13F-HR |
8/9/2022, 10:24 AM |
Q1 2022 |
1,955 |
$10.8B |
+$614M |
-$209M |
+$405M |
AAPL, MSFT, IJR, JPM, AMZN
|
13F-HR |
5/10/2022, 03:54 PM |
Q4 2021 |
1,942 |
$11B |
+$777M |
-$432M |
+$345M |
AAPL, MSFT, JPM, IJR, AMZN
|
13F-HR |
1/21/2022, 08:04 AM |
Q3 2021 |
1,870 |
$10B |
+$432M |
-$246M |
+$187M |
AAPL, MSFT, JPM, IJR, AMZN
|
13F-HR |
10/28/2021, 08:20 AM |
Q2 2021 |
1,790 |
$9.99B |
+$1.33B |
-$198M |
+$1.13B |
AAPL, MSFT, JPM, IJR, AMZN
|
13F-HR |
7/30/2021, 01:09 PM |
Q1 2021 |
1,591 |
$8.31B |
+$593M |
-$291M |
+$302M |
AAPL, MSFT, JPM, AMZN, IJR
|
13F-HR |
4/12/2021, 09:02 AM |
Q4 2020 |
1,526 |
$7.64B |
+$369M |
-$157M |
+$212M |
AAPL, MSFT, JPM, AMZN, IVW
|
13F-HR |
1/11/2021, 10:47 AM |
Q3 2020 |
1,481 |
$6.84B |
+$550M |
-$292M |
+$258M |
AAPL, MSFT, AMZN, JPM, IVW
|
13F-HR |
10/30/2020, 12:31 PM |
Q2 2020 |
1,452 |
$6.33B |
+$372M |
-$285M |
+$86.8M |
MSFT, AAPL, AMZN, JPM, VEA
|
13F-HR |
7/30/2020, 07:38 AM |
Q1 2020 |
1,481 |
$5.34B |
+$285M |
-$249M |
+$35.9M |
MSFT, AAPL, JPM, VEA, AMZN
|
13F-HR |
4/27/2020, 12:49 PM |
Q4 2019 |
1,616 |
$6.63B |
+$206M |
-$154M |
+$51.8M |
JPM, IJH, MSFT, IJR, AAPL
|
13F-HR |
1/17/2020, 10:22 AM |
Q3 2019 |
1,472 |
$6.16B |
+$116M |
-$217M |
-$101M |
IJH, JPM, MSFT, IJR, AAPL
|
13F-HR |
11/1/2019, 11:30 AM |
Q2 2019 |
1,536 |
$6.21B |
+$210M |
-$238M |
-$27.8M |
IJH, JPM, MSFT, IJR, VEA
|
13F-HR |
7/23/2019, 11:10 AM |
Q1 2019 |
1,508 |
$6.05B |
+$126M |
-$338M |
-$211M |
IJH, JPM, IJR, MSFT, XOM
|
13F-HR |
4/9/2019, 10:47 AM |
Q4 2018 |
1,603 |
$5.6B |
+$352M |
-$241M |
+$111M |
JPM, IJH, IJR, MSFT, XOM
|
13F-HR |
1/28/2019, 12:45 PM |
Q3 2018 |
1,638 |
$6.39B |
+$304M |
-$235M |
+$68.4M |
JPM, IJR, IJH, AAPL, MSFT
|
13F-HR |
10/18/2018, 10:04 AM |
Q2 2018 |
1,549 |
$6.02B |
+$246M |
-$261M |
-$14.7M |
JPM, IJR, XOM, IJH, AAPL
|
13F-HR |
7/19/2018, 02:23 PM |
Q1 2018 |
1,529 |
$6.01B |
+$213M |
-$327M |
-$113M |
JPM, XOM, IJR, IJH, AAPL
|
13F-HR |
4/30/2018, 10:49 AM |
Q4 2017 |
1,604 |
$6.26B |
+$286M |
-$272M |
+$13.6M |
JPM, XOM, IJH, IJR, AAPL
|
13F-HR |
2/2/2018, 11:56 AM |
Q3 2017 |
1,587 |
$5.93B |
+$286M |
-$239M |
+$46.5M |
JPM, XOM, IJR, IJH, AAPL
|
13F-HR |
10/24/2017, 02:08 PM |
Q2 2017 |
1,482 |
$5.7B |
+$566M |
-$156M |
+$411M |
JPM, XOM, IJR, SPY, AAPL
|
13F-HR |
7/21/2017, 01:05 PM |
Q1 2017 |
1,435 |
$5.62B |
+$339M |
-$357M |
-$17.3M |
XOM, JPM, AAPL, SPY, IJH
|
13F-HR |
4/20/2017, 11:44 AM |
Q4 2016 |
1,458 |
$5.49B |
+$186M |
-$209M |
-$22.7M |
XOM, JPM, AAPL, SPY, JNJ
|
13F-HR |
2/1/2017, 02:19 PM |
Q3 2016 |
1,528 |
$5.39B |
+$1.42B |
-$53.4M |
+$1.36B |
XOM, JPM, AAPL, SPY, JNJ
|
13F-HR |
10/31/2016, 03:21 PM |
Q2 2016 |
1,447 |
$4B |
|
|
|
XOM, JPM, SPY, AAPL, JNJ
|
Restatement |
7/27/2016, 02:50 PM |
Q1 2016 |
1,125 |
$3.29B |
|
|
|
XOM, AAPL, JPM, SPY, PG
|
13F-HR |
4/26/2016, 01:43 PM |
Q4 2015 |
1,603 |
$3.95B |
+$199M |
-$173M |
+$25.9M |
XOM, JPM, SPY, AAPL, IJR
|
13F-HR |
2/2/2016, 09:23 AM |
Q3 2015 |
1,681 |
$3.82B |
+$190M |
-$136M |
+$54.1M |
XOM, AAPL, JPM, SPY, EFA
|
13F-HR |
10/27/2015, 10:39 AM |
Q2 2015 |
1,729 |
$4.14B |
+$933M |
-$110M |
+$823M |
XOM, AAPL, JPM, SPY, PG
|
13F-HR |
7/21/2015, 08:37 AM |
Q1 2015 |
1,690 |
$4.09B |
+$832M |
-$202M |
+$630M |
XOM, AAPL, JPM, SPY, PG
|
13F-HR |
4/28/2015, 09:24 AM |
Q4 2014 |
1,692 |
$4.19B |
+$184M |
-$679M |
-$495M |
XOM, AAPL, PG, JPM, SPY
|
13F-HR |
2/12/2015, 02:24 PM |
Q3 2014 |
1,008 |
$4.87B |
+$274M |
-$297M |
-$23.5M |
XOM, JPM, AAPL, PG, SPY
|
13F-HR |
10/31/2014, 04:36 PM |
Q2 2014 |
1,049 |
$5.07B |
+$271M |
-$383M |
-$112M |
XOM, JPM, AAPL, PG, GEXXXX
|
13F-HR |
7/25/2014, 01:22 PM |
Q1 2014 |
1,137 |
$5.2B |
+$1.5B |
-$64.4M |
+$1.44B |
XOM, JPM, PG, IBM, GEXXXX
|
13F-HR |
5/27/2014, 02:39 PM |
Q4 2013 |
1,678 |
$3.78B |
+$277M |
-$87.4M |
+$190M |
XOM, PG, JPM, AAPL, IBM
|
Restatement |
3/3/2015, 02:03 PM |
Q3 2013 |
1,716 |
$3.35B |
+$128M |
-$81.3M |
+$46.5M |
XOM, PG, JPM, HBAN, IBM
|
Restatement |
3/3/2015, 01:49 PM |
Q2 2013 |
1,716 |
$3.21B |
+$149M |
-$78.5M |
+$70.7M |
XOM, PG, HBAN, JPM, IBM
|
Restatement |
3/3/2015, 01:33 PM |
Q1 2013 |
1,829 |
$3.14B |
+$153M |
-$68.1M |
+$84.9M |
XOM, PG, HBAN, IBM, JPM
|
Restatement |
3/3/2015, 01:18 PM |
Q4 2012 |
1,842 |
$2.84B |
+$110M |
-$77.5M |
+$32.5M |
XOM, PG, HBAN, IBM, JPM
|
Restatement |
3/3/2015, 08:57 AM |
Q3 2012 |
1,834 |
$2.87B |
+$92.6M |
-$75.6M |
+$16.9M |
XOM, PG, HBAN, IBM, AAPL
|
Restatement |
3/3/2015, 08:50 AM |
Q2 2012 |
1,874 |
$2.73B |
+$134M |
-$104M |
+$29.6M |
XOM, HBAN, PG, IBM, AAPL
|
Restatement |
3/3/2015, 08:37 AM |
Q1 2012 |
1,939 |
$2.81B |
+$134M |
-$68.4M |
+$65.8M |
XOM, HBAN, PG, IBM, JPM
|
Restatement |
3/3/2015, 08:28 AM |
Q4 2011 |
1,951 |
$2.49B |
+$70.1M |
-$55.1M |
+$15M |
XOM, PG, HBAN, IBM, JPM
|
Restatement |
2/27/2015, 03:35 PM |
Q3 2011 |
1,855 |
$2.25B |
+$91.7M |
-$95.1M |
-$3.47M |
XOM, PG, HBAN, IBM, JPM
|
Restatement |
2/27/2015, 03:28 PM |
Q2 2011 |
1,867 |
$2.63B |
+$75.1M |
-$82.1M |
-$7.08M |
XOM, PG, HBAN, IBM, JPM
|
Restatement |
2/27/2015, 03:21 PM |
Q1 2011 |
1,878 |
$2.66B |
+$106M |
-$115M |
-$9.13M |
XOM, PG, HBAN, JPM, IBM
|
Restatement |
2/27/2015, 03:14 PM |
Q4 2010 |
1,818 |
$2.55B |
+$88.5M |
-$108M |
-$19.4M |
XOM, PG, HBAN, JPM, IBM
|
Restatement |
2/27/2015, 09:42 AM |
Q3 2010 |
1,857 |
$2.36B |
+$105M |
-$85.7M |
+$19M |
XOM, PG, HBAN, JPM, IBM
|
Restatement |
2/27/2015, 09:32 AM |
Q2 2010 |
1,880 |
$2.13B |
+$110M |
-$108M |
+$1.97M |
XOM, PG, HBAN, JPM, IBM
|
Restatement |
2/27/2015, 08:55 AM |
Q1 2010 |
1,893 |
$2.43B |
+$103M |
-$105M |
-$1.35M |
XOM, PG, JPM, HBAN, IBM
|
13F-HR |
2/27/2015, 08:46 AM |
Q4 2009 |
1,855 |
$2.33B |
+$176M |
-$98.2M |
+$77.5M |
XOM, PG, JPM, IBM, MSFT
|
13F-HR |
2/25/2015, 03:44 PM |
Q3 2009 |
1,809 |
$2.19B |
+$80.6M |
-$85.8M |
-$5.21M |
XOM, PG, JPM, HBAN, IBM
|
13F-HR |
2/25/2015, 03:19 PM |
Q2 2009 |
1,832 |
$1.94B |
+$92.5M |
-$84.1M |
+$8.37M |
XOM, PG, JPM, HBAN, IBM
|
Restatement |
2/25/2015, 01:21 PM |
Q1 2009 |
1,762 |
$1.69B |
|
|
|
XOM, PG, ABT, JPM, IBM
|
Restatement |
2/25/2015, 12:54 PM |