Q2 2025 |
4,247 |
$75.7B |
+$2.98B |
-$3.71B |
-$729M |
AAPL, NVDA, IVV, MSFT, QQQ
|
13F-HR |
8/6/2025, 10:39 AM |
Q1 2025 |
4,170 |
$70.7B |
+$5.62B |
-$1.31B |
+$4.31B |
AAPL, IVV, NVDA, MSFT, QQQ
|
13F-HR |
5/9/2025, 08:42 AM |
Q4 2024 |
4,086 |
$68.4B |
+$3.99B |
-$1.34B |
+$2.65B |
AAPL, IVV, NVDA, MSFT, QQQ
|
13F-HR |
2/10/2025, 10:12 AM |
Q3 2024 |
4,053 |
$66B |
+$2.48B |
-$3.06B |
-$582M |
AAPL, IVV, MSFT, NVDA, QQQ
|
13F-HR |
10/18/2024, 10:23 AM |
Q2 2024 |
4,030 |
$63.2B |
+$4.39B |
-$1.27B |
+$3.12B |
AAPL, MSFT, NVDA, IVV, QQQ
|
13F-HR |
7/31/2024, 08:47 AM |
Q1 2024 |
3,964 |
$60.1B |
+$3.6B |
-$1.52B |
+$2.08B |
AAPL, MSFT, IVV, NVDA, QQQ
|
13F-HR |
4/29/2024, 03:14 PM |
Q4 2023 |
3,888 |
$54.6B |
+$2.94B |
-$1.4B |
+$1.53B |
AAPL, IVV, MSFT, QQQ, SPY
|
13F-HR |
2/6/2024, 08:23 AM |
Q3 2023 |
3,796 |
$48.2B |
+$2.41B |
-$1.13B |
+$1.29B |
AAPL, IVV, MSFT, QQQ, SPY
|
13F-HR |
10/23/2023, 10:25 AM |
Q2 2023 |
3,826 |
$49.2B |
+$2.53B |
-$2.76B |
-$230M |
AAPL, IVV, MSFT, QQQ, SPY
|
13F-HR |
8/10/2023, 10:36 AM |
Q1 2023 |
3,759 |
$44.9B |
+$2.57B |
-$1.01B |
+$1.56B |
AAPL, IVV, MSFT, SPY, QQQ
|
13F-HR |
5/11/2023, 08:31 AM |
Q4 2022 |
3,690 |
$41.6B |
+$2.7B |
-$882M |
+$1.81B |
AAPL, IVV, MSFT, SPY, VEA
|
13F-HR |
2/7/2023, 01:07 PM |
Q3 2022 |
3,641 |
$37.1B |
+$2.75B |
-$962M |
+$1.79B |
AAPL, IVV, MSFT, SPY, AMZN
|
13F-HR |
11/14/2022, 07:47 AM |
Q2 2022 |
3,649 |
$38.3B |
+$2.76B |
-$964M |
+$1.8B |
AAPL, MSFT, IVV, SPY, VEA
|
13F-HR |
7/19/2022, 02:00 PM |
Q1 2022 |
3,692 |
$43.6B |
+$2.88B |
-$1.16B |
+$1.72B |
AAPL, MSFT, IVV, SPY, AMZN
|
13F-HR |
5/4/2022, 10:37 AM |
Q4 2021 |
3,623 |
$44B |
+$2.17B |
-$640M |
+$1.53B |
AAPL, MSFT, IVV, QQQ, SPY
|
13F-HR |
1/31/2022, 10:41 AM |
Q3 2021 |
3,572 |
$39.8B |
+$1.91B |
-$749M |
+$1.16B |
AAPL, MSFT, IVV, QQQ, AMZN
|
13F-HR |
10/29/2021, 09:05 AM |
Q2 2021 |
3,518 |
$39.3B |
+$2.87B |
-$858M |
+$2.01B |
AAPL, MSFT, IVV, AMZN, QQQ
|
13F-HR |
8/11/2021, 04:54 PM |
Q1 2021 |
3,396 |
$35.3B |
+$1.83B |
-$1.3B |
+$530M |
AAPL, MSFT, IVV, AMZN, VEA
|
13F-HR |
5/4/2021, 12:50 PM |
Q4 2020 |
3,187 |
$33.2B |
+$2.14B |
-$1.09B |
+$1.05B |
AAPL, AMZN, MSFT, IVV, QQQ
|
13F-HR |
2/11/2021, 07:53 AM |
Q3 2020 |
3,040 |
$29.2B |
+$2.67B |
-$721M |
+$1.95B |
AAPL, AMZN, MSFT, IVV, QQQ
|
13F-HR |
11/5/2020, 03:42 PM |
Q2 2020 |
2,941 |
$26.5B |
+$2.18B |
-$811M |
+$1.36B |
AAPL, MSFT, AMZN, IVV, VEA
|
13F-HR |
8/12/2020, 09:18 AM |
Q1 2020 |
2,805 |
$21.4B |
+$1.43B |
-$914M |
+$512M |
AAPL, VEA, IVV, MSFT, AMZN
|
13F-HR |
5/11/2020, 02:40 PM |
Q4 2019 |
2,876 |
$26.2B |
+$1.66B |
-$299M |
+$1.36B |
AAPL, VEA, IVV, SPY, IWF
|
13F-HR |
2/5/2020, 09:38 AM |
Q3 2019 |
2,830 |
$23.4B |
+$1.16B |
-$559M |
+$606M |
AAPL, VEA, IVV, IWF, SPY
|
13F-HR |
10/30/2019, 09:11 AM |
Q2 2019 |
2,765 |
$22.7B |
+$1.08B |
-$477M |
+$603M |
AAPL, VEA, IVV, IWF, SPY
|
13F-HR |
7/19/2019, 11:23 AM |
Q1 2019 |
2,732 |
$21.6B |
+$1.36B |
-$690M |
+$667M |
AAPL, VEA, IVV, IWF, SPY
|
13F-HR |
5/13/2019, 02:39 PM |
Q4 2018 |
2,662 |
$18.8B |
+$1.38B |
-$478M |
+$902M |
VEA, AAPL, VTI, IVV, IWF
|
13F-HR |
2/11/2019, 03:13 PM |
Q3 2018 |
2,775 |
$20.9B |
+$1.28B |
-$395M |
+$886M |
AAPL, VEA, VTI, IWF, IVV
|
13F-HR |
11/6/2018, 09:02 AM |
Q2 2018 |
2,757 |
$19.1B |
+$1.78B |
-$624M |
+$1.16B |
VEA, AAPL, VTI, IWF, IVV
|
13F-HR |
7/31/2018, 03:16 PM |
Q1 2018 |
2,703 |
$18.4B |
+$986M |
-$465M |
+$522M |
VEA, IWF, AAPL, IWD, VTI
|
13F-HR |
5/14/2018, 05:18 PM |
Q4 2017 |
2,671 |
$18.3B |
|
|
|
IWF, IWD, VEA, AAPL, VTI
|
13F-HR |
2/12/2018, 09:34 AM |