Q4 2024 |
375 |
$1.75B |
+$110M |
-$133M |
-$23.4M |
MSFT, AAPL, AVGO, IVV, NVDA
|
13F-HR |
1/23/2025, 12:13 PM |
Q3 2024 |
374 |
$1.75B |
+$144M |
-$121M |
+$23.4M |
MSFT, AAPL, IVV, AVGO, NVDA
|
13F-HR |
10/23/2024, 04:37 PM |
Q2 2024 |
345 |
$1.69B |
+$94.4M |
-$141M |
-$46.1M |
MSFT, AAPL, IVV, AVGO, JPM
|
13F-HR |
7/25/2024, 04:54 PM |
Q1 2024 |
341 |
$1.74B |
+$54.3M |
-$82.8M |
-$28.6M |
MSFT, AAPL, IVV, JPM, MRK
|
13F-HR |
5/7/2024, 10:29 AM |
Q4 2023 |
331 |
$1.61B |
+$47.6M |
-$54.9M |
-$7.28M |
MSFT, AAPL, IVV, JPM, MRK
|
13F-HR |
1/17/2024, 04:08 PM |
Q3 2023 |
349 |
$1.45B |
+$62.1M |
-$88.9M |
-$26.9M |
MSFT, AAPL, IVV, MRK, JPM
|
13F-HR |
11/14/2023, 03:24 PM |
Q2 2023 |
324 |
$1.54B |
+$155M |
-$44M |
+$111M |
MSFT, AAPL, MRK, IVV, JPM
|
13F-HR |
8/9/2023, 05:20 PM |
Q1 2023 |
271 |
$1.35B |
+$55.1M |
-$75.4M |
-$20.4M |
MSFT, AAPL, MRK, IVV, JPM
|
13F-HR |
5/11/2023, 09:52 AM |
Q4 2022 |
344 |
$1.41B |
+$85.7M |
-$40.7M |
+$45M |
MSFT, AAPL, GOOG, MRK, IVV
|
13F-HR |
2/7/2023, 02:33 PM |
Q3 2022 |
325 |
$1.29B |
+$84.9M |
-$36M |
+$48.9M |
MSFT, AAPL, IVV, MRK, GOOG
|
13F-HR |
11/9/2022, 04:40 PM |
Q2 2022 |
323 |
$1.39B |
+$77.4M |
-$27.5M |
+$49.9M |
MSFT, AAPL, IVV, MRK, GOOG
|
13F-HR |
7/14/2022, 04:07 PM |
Q1 2022 |
329 |
$1.67B |
+$80.7M |
-$60.6M |
+$20.1M |
MSFT, AAPL, IVV, AMZN, GOOG
|
13F-HR |
4/19/2022, 04:00 PM |
Q4 2021 |
338 |
$1.77B |
+$64.6M |
-$59.9M |
+$4.67M |
MSFT, AAPL, IVV, JPM, AMZN
|
13F-HR |
1/27/2022, 05:30 PM |
Q3 2021 |
334 |
$1.65B |
+$97.9M |
-$101M |
-$3.24M |
MSFT, AAPL, IVV, JPM, AMZN
|
13F-HR |
10/25/2021, 03:41 PM |
Q2 2021 |
328 |
$1.67B |
+$104M |
-$154M |
-$50.5M |
MSFT, AAPL, IVV, AMZN, JPM
|
13F-HR |
7/30/2021, 12:34 PM |
Q1 2021 |
335 |
$1.62B |
+$71.6M |
-$120M |
-$48.4M |
MSFT, AAPL, IVV, JPM, AMZN
|
13F-HR |
4/27/2021, 05:25 PM |
Q4 2020 |
335 |
$1.56B |
+$107M |
-$98M |
+$8.7M |
MSFT, AAPL, IVV, AMZN, MRK
|
13F-HR |
1/21/2021, 02:50 PM |
Q3 2020 |
312 |
$1.4B |
+$125M |
-$28.3M |
+$96.4M |
MSFT, AAPL, IVV, MRK, AMZN
|
13F-HR |
10/16/2020, 03:06 PM |
Q2 2020 |
305 |
$1.28B |
+$111M |
-$47.4M |
+$63.6M |
MSFT, AAPL, IVV, MRK, AMZN
|
13F-HR |
7/22/2020, 10:40 AM |
Q1 2020 |
297 |
$1.06B |
+$114M |
-$93.4M |
+$20.9M |
MSFT, MRK, AAPL, IVV, JPM
|
13F-HR |
5/5/2020, 09:45 AM |
Q4 2019 |
310 |
$1.44B |
+$86.1M |
-$52.1M |
+$34M |
MSFT, MRK, AAPL, IVV, JPM
|
13F-HR |
2/5/2020, 10:10 AM |
Q3 2019 |
306 |
$1.35B |
+$120M |
-$71.2M |
+$49.2M |
MSFT, MRK, IVV, JPM, AAPL
|
13F-HR |
11/20/2019, 09:09 AM |
Q2 2019 |
300 |
$1.34B |
+$109M |
-$50.4M |
+$59M |
MSFT, MRK, IVV, JPM, AAPL
|
13F-HR |
7/29/2019, 03:47 PM |
Q1 2019 |
311 |
$1.32B |
+$118M |
-$60.9M |
+$57.1M |
MSFT, MRK, IVV, JPM, AAPL
|
13F-HR |
4/18/2019, 09:33 AM |
Q4 2018 |
308 |
$1.18B |
+$104M |
-$64.1M |
+$39.4M |
MSFT, MRK, IVV, JPM, AAPL
|
13F-HR |
1/16/2019, 12:24 PM |
Q3 2018 |
311 |
$1.39B |
+$81.4M |
-$29.4M |
+$52.1M |
MSFT, AAPL, MRK, JPM, IVV
|
13F-HR |
10/17/2018, 04:20 PM |
Q2 2018 |
345 |
$1.31B |
+$88.7M |
-$53.5M |
+$35.2M |
MSFT, AAPL, MRK, IVV, JPM
|
13F-HR |
7/18/2018, 02:49 PM |
Q1 2018 |
332 |
$1.28B |
+$94.6M |
-$41M |
+$53.5M |
MSFT, AAPL, JPM, IVV, MRK
|
13F-HR |
4/16/2018, 11:56 AM |
Q4 2017 |
352 |
$1.31B |
+$61.5M |
-$55.6M |
+$5.91M |
MSFT, JPM, AAPL, MRK, IVV
|
13F-HR |
1/26/2018, 11:42 AM |
Q3 2017 |
347 |
$1.26B |
+$82.8M |
-$61.3M |
+$21.6M |
MRK, MSFT, AAPL, JPM, IVV
|
13F-HR |
10/10/2017, 04:42 PM |
Q2 2017 |
353 |
$1.24B |
+$101M |
-$57M |
+$44.1M |
MRK, AAPL, JPM, MSFT, JNJ
|
13F-HR |
7/19/2017, 09:26 AM |
Q1 2017 |
327 |
$1.21B |
+$73M |
-$57.1M |
+$15.9M |
MRK, AAPL, MSFT, JPM, JNJ
|
13F-HR |
4/11/2017, 05:08 PM |
Q4 2016 |
323 |
$1.19B |
+$67.9M |
-$86.9M |
-$19M |
MSFT, MRK, AAPL, JPM, XOM
|
Restatement |
1/31/2017, 09:53 AM |
Q3 2016 |
329 |
$1.19B |
+$94.5M |
-$50.6M |
+$43.8M |
MRK, MSFT, AAPL, XOM, JPM
|
13F-HR |
10/13/2016, 12:15 PM |
Q2 2016 |
327 |
$1.16B |
+$73.2M |
-$75.2M |
-$1.96M |
MRK, MSFT, AAPL, XOM, JNJ
|
13F-HR |
7/18/2016, 04:08 PM |
Q1 2016 |
303 |
$1.17B |
+$125M |
-$129M |
-$4.67M |
MSFT, MRK, AAPL, XOM, JPM
|
13F-HR |
4/15/2016, 09:38 AM |
Q4 2015 |
304 |
$1.24B |
+$150M |
-$75.8M |
+$73.8M |
MRK, MSFT, JPM, AAPL, XOM
|
13F-HR |
1/27/2016, 01:37 PM |
Q3 2015 |
647 |
$1.19B |
+$91.6M |
-$68.8M |
+$22.9M |
MRK, AAPL, JPM, MSFT, XOM
|
13F-HR |
11/12/2015, 01:55 PM |
Q2 2015 |
660 |
$1.3B |
+$811M |
-$16.8M |
+$794M |
MRK, AAPL, JPM, XOM, CVS
|
13F-HR |
8/10/2015, 03:46 PM |
Q1 2015 |
147 |
$512M |
+$30.7M |
-$16.6M |
+$14.1M |
MRK, IEFA, AAPL, MSFT, JPM
|
13F-HR |
5/11/2015, 11:58 AM |
Q4 2014 |
163 |
$535M |
+$57.5M |
-$37.2M |
+$20.3M |
MRK, MSFT, AAPL, IEFA, JPM
|
13F-HR |
1/16/2015, 11:18 AM |
Q3 2014 |
149 |
$511M |
+$17.1M |
-$16.5M |
+$612K |
MRK, MSFT, IEFA, AAPL, XOM
|
13F-HR |
10/14/2014, 09:54 AM |
Q2 2014 |
152 |
$536M |
+$35.3M |
-$13.3M |
+$22M |
MRK, MSFT, IEFA, AAPL, XOM
|
13F-HR |
7/22/2014, 02:50 PM |
Q1 2014 |
135 |
$514M |
+$23.8M |
-$18.6M |
+$5.17M |
MRK, MSFT, IEFA, XOM, JPM
|
13F-HR |
4/16/2014, 10:06 AM |
Q4 2013 |
131 |
$502M |
|
|
|
MRK, MSFT, IEFA, XOM, AAPL
|
13F-HR |
1/28/2014, 08:50 AM |