Q4 2024 |
6,410 |
$416B |
+$23.7B |
-$16.4B |
+$7.27B |
AAPL, MSFT, IVV, SPY, ITOT
|
13F-HR |
2/12/2025, 06:46 PM |
Q3 2024 |
6,335 |
$413B |
+$16.8B |
-$12.8B |
+$4.01B |
MSFT, AAPL, IVV, ITOT, NVDA
|
13F-HR |
11/13/2024, 03:06 PM |
Q2 2024 |
6,329 |
$388B |
+$18.6B |
-$7.15B |
+$11.5B |
MSFT, AAPL, IVV, SPY, NVDA
|
13F-HR |
8/13/2024, 02:17 PM |
Q1 2024 |
6,535 |
$379B |
+$16.6B |
-$12.1B |
+$4.51B |
MSFT, AAPL, IVV, VO, AGG
|
13F-HR |
5/10/2024, 10:11 AM |
Q4 2023 |
7,135 |
$383B |
+$10.9B |
-$9.88B |
+$996M |
MSFT, AAPL, IVV, SPY, VO
|
13F-HR |
2/9/2024, 10:52 AM |
Q3 2023 |
7,560 |
$341B |
+$14.4B |
-$21.8B |
-$7.34B |
MSFT, AAPL, IVV, AGG, QQQ
|
13F-HR |
11/13/2023, 10:59 AM |
Q2 2023 |
7,641 |
$362B |
+$15.5B |
-$17.9B |
-$2.47B |
MSFT, AAPL, SPY, IVV, AGG
|
13F-HR |
8/15/2023, 03:49 PM |
Q1 2023 |
7,299 |
$347B |
+$17.8B |
-$15.7B |
+$2.09B |
MSFT, AAPL, IVV, VO, AGG
|
13F-HR |
5/12/2023, 12:52 PM |
Q4 2022 |
7,409 |
$333B |
+$15.2B |
-$12.2B |
+$3.05B |
SPY, MSFT, AAPL, IVV, VO
|
13F-HR |
2/13/2023, 12:01 PM |
Q3 2022 |
5,899 |
$305B |
+$18.4B |
-$11B |
+$7.41B |
MSFT, AAPL, SPY, IVV, VO
|
13F-HR |
11/14/2022, 09:17 AM |
Q2 2022 |
6,186 |
$322B |
+$20.4B |
-$25.4B |
-$4.95B |
MSFT, AAPL, SPY, IVV, VO
|
13F-HR |
8/12/2022, 05:03 PM |
Q1 2022 |
6,516 |
$389B |
+$36.2B |
-$8.89B |
+$27.3B |
MSFT, AAPL, IVV, VO, AGG
|
13F-HR |
5/16/2022, 12:03 PM |
Q4 2021 |
6,642 |
$399B |
+$12.2B |
-$95.8B |
-$83.6B |
MSFT, AAPL, IVV, VO, IWM
|
13F-HR |
2/14/2022, 03:33 PM |
Q3 2021 |
6,314 |
$439B |
+$20.2B |
-$17.4B |
+$2.8B |
MSFT, AAPL, IVV, AMZN, IWM
|
13F-HR |
11/15/2021, 09:51 AM |
Q2 2021 |
6,159 |
$442B |
+$16.6B |
-$29.3B |
-$12.8B |
MSFT, AAPL, IWM, IVV, AMZN
|
13F-HR |
8/16/2021, 04:28 PM |
Q1 2021 |
6,223 |
$430B |
+$22.6B |
-$25.9B |
-$3.32B |
MSFT, AAPL, IVV, IWM, AMZN
|
13F-HR |
5/13/2021, 11:29 AM |
Q4 2020 |
5,767 |
$407B |
+$26.7B |
-$14.6B |
+$12.1B |
MSFT, AAPL, IVV, AMZN, AGG
|
13F-HR |
2/9/2021, 03:08 PM |
Q3 2020 |
5,594 |
$355B |
+$21.5B |
-$19.6B |
+$1.95B |
MSFT, AAPL, IVV, AMZN, AGG
|
13F-HR |
11/5/2020, 12:44 PM |
Q2 2020 |
5,478 |
$335B |
+$21B |
-$18.4B |
+$2.63B |
MSFT, AAPL, IVV, AGG, AMZN
|
13F-HR |
8/13/2020, 03:14 PM |
Q1 2020 |
5,424 |
$281B |
+$14.9B |
-$19B |
-$4.11B |
MSFT, AGG, AAPL, IVV, SPY
|
13F-HR |
5/14/2020, 04:42 PM |
Q4 2019 |
5,571 |
$366B |
+$13.9B |
-$18.3B |
-$4.32B |
MSFT, IVV, AAPL, AGG, SPY
|
13F-HR |
2/14/2020, 02:08 PM |
Q3 2019 |
5,547 |
$341B |
+$19B |
-$16.1B |
+$2.9B |
MSFT, IVV, AGG, AAPL, VEA
|
13F-HR |
11/12/2019, 03:45 PM |
Q2 2019 |
5,566 |
$343B |
+$17.9B |
-$13.8B |
+$4.12B |
MSFT, IVV, AGG, AAPL, SPY
|
13F-HR |
8/6/2019, 01:09 PM |
Q1 2019 |
5,605 |
$330B |
+$15.6B |
-$17.8B |
-$2.2B |
IVV, MSFT, SPY, AAPL, VEA
|
13F-HR |
5/10/2019, 11:41 AM |
Q4 2018 |
5,603 |
$295B |
+$17.1B |
-$19.2B |
-$2.09B |
IVV, MSFT, VEA, AAPL, VWO
|
13F-HR |
2/11/2019, 09:35 AM |
Q3 2018 |
5,628 |
$344B |
+$16.3B |
-$15.5B |
+$743M |
IVV, MSFT, SPY, AAPL, VEA
|
13F-HR |
11/2/2018, 12:51 PM |
Q2 2018 |
5,656 |
$329B |
+$20.1B |
-$19.8B |
+$325M |
IVV, MSFT, VEA, IWM, AAPL
|
13F-HR |
8/1/2018, 03:17 PM |
Q1 2018 |
5,607 |
$329B |
+$15.8B |
-$17.8B |
-$2.03B |
IVV, MSFT, VEA, VWO, AAPL
|
13F-HR |
5/2/2018, 11:42 AM |
Q4 2017 |
5,579 |
$339B |
+$20.2B |
-$12B |
+$8.21B |
IVV, MSFT, SPY, VEA, VWO
|
13F-HR |
2/8/2018, 01:30 PM |
Q3 2017 |
5,583 |
$316B |
+$17.2B |
-$16B |
+$1.23B |
IVV, SPY, MSFT, VEA, VWO
|
13F-HR |
11/9/2017, 02:30 PM |
Q2 2017 |
5,444 |
$303B |
+$16.8B |
-$19.1B |
-$2.28B |
SPY, IVV, AAPL, MSFT, VEA
|
13F-HR |
8/10/2017, 11:59 AM |
Q1 2017 |
5,532 |
$299B |
+$27.5B |
-$14.1B |
+$13.4B |
SPY, AAPL, MSFT, VEA, VNQ
|
13F-HR |
4/28/2017, 11:56 AM |
Q4 2016 |
5,580 |
$278B |
+$27.3B |
-$17.7B |
+$9.62B |
SPY, MSFT, AAPL, VEA, VNQ
|
13F-HR |
2/1/2017, 03:30 PM |
Q3 2016 |
5,628 |
$269B |
+$22B |
-$16B |
+$5.97B |
SPY, AAPL, VNQ, MSFT, VEA
|
13F-HR |
10/31/2016, 01:29 PM |
Q2 2016 |
5,513 |
$255B |
+$17.7B |
-$13.8B |
+$3.85B |
VNQ, SPY, VEA, AAPL, MSFT
|
13F-HR |
8/11/2016, 02:34 PM |
Q1 2016 |
5,641 |
$249B |
+$18.1B |
-$19.3B |
-$1.28B |
SPY, VNQ, AAPL, VEA, MSFT
|
13F-HR |
5/16/2016, 12:24 PM |
Q4 2015 |
5,641 |
$251B |
+$22.8B |
-$12.6B |
+$10.2B |
SPY, AAPL, VNQ, MSFT, VEA
|
13F-HR |
2/9/2016, 01:19 PM |
Q3 2015 |
5,583 |
$236B |
+$16.9B |
-$14.4B |
+$2.59B |
AAPL, SPY, VNQ, VEA, VWO
|
13F-HR |
11/13/2015, 11:05 AM |
Q2 2015 |
5,748 |
$256B |
+$20.1B |
-$12.8B |
+$7.34B |
SPY, AAPL, VWO, VEA, VNQ
|
13F-HR |
8/14/2015, 10:06 AM |
Q1 2015 |
5,612 |
$251B |
+$20.8B |
-$19.1B |
+$1.65B |
AAPL, SPY, VWO, VEA, VNQ
|
Restatement |
5/12/2015, 05:07 PM |
Q4 2014 |
5,649 |
$252B |
+$22.1B |
-$11.5B |
+$10.6B |
AAPL, SPY, VWO, VEA, VNQ
|
13F-HR |
2/11/2015, 08:46 AM |
Q3 2014 |
5,694 |
$237B |
+$15.5B |
-$13.8B |
+$1.7B |
AAPL, SPY, VEA, VWO, VNQ
|
13F-HR |
11/6/2014, 01:43 PM |
Q2 2014 |
5,588 |
$240B |
+$21.2B |
-$14.8B |
+$6.35B |
AAPL, SPY, VWO, VEA, VNQ
|
Restatement |
8/29/2014, 03:45 PM |
Q1 2014 |
5,409 |
$232B |
+$17.3B |
-$12.8B |
+$4.47B |
AAPL, GOOGLXXXX, VWO, VNQ, VEA
|
Restatement |
8/12/2014, 09:40 AM |
Q4 2013 |
5,260 |
$229B |
|
|
|
AAPL, VWO, GOOGLXXXX, VEA, XOM
|
13F-HR |
2/6/2014, 12:22 PM |