Q4 2024 |
741 |
$16.4B |
+$1.03B |
-$938M |
+$88.5M |
VTI, AAPL, NVDA, MSFT, SPY
|
13F-HR |
2/14/2025, 08:45 AM |
Q3 2024 |
749 |
$15.8B |
+$1.41B |
-$1.09B |
+$320M |
VTI, XLV, AAPL, SPY, MSFT
|
13F-HR |
11/14/2024, 09:32 AM |
Q2 2024 |
756 |
$15.1B |
+$1.63B |
-$918M |
+$717M |
VTI, XLV, MSFT, SPY, NVDA
|
13F-HR |
8/14/2024, 09:37 AM |
Q1 2024 |
761 |
$14.4B |
+$1.47B |
-$621M |
+$847M |
VTI, XLV, MSFT, SPY, KOKU
|
13F-HR |
5/15/2024, 09:41 AM |
Q4 2023 |
742 |
$12.4B |
+$1.11B |
-$899M |
+$213M |
VTI, XLV, SPY, MSFT, KOKU
|
13F-HR |
2/14/2024, 08:21 AM |
Q3 2023 |
780 |
$11B |
+$588M |
-$446M |
+$142M |
VTI, XLV, SPY, KOKU, MSFT
|
13F-HR |
11/14/2023, 09:28 AM |
Q2 2023 |
774 |
$11.6B |
+$1.3B |
-$1.77B |
-$468M |
VTI, XLV, SPY, KOKU, MSFT
|
13F-HR |
8/14/2023, 10:43 AM |
Q1 2023 |
752 |
$11.2B |
+$1.78B |
-$1.1B |
+$678M |
VTI, XLV, SPY, KOKU, XLK
|
13F-HR |
5/15/2023, 08:57 AM |
Q4 2022 |
747 |
$10.5B |
+$2.06B |
-$1.83B |
+$229M |
SPY, IVV, KOKU, XLK, VTI
|
13F-HR |
2/14/2023, 08:05 AM |
Q3 2022 |
742 |
$9.52B |
+$993M |
-$660M |
+$333M |
DIA, VOO, XLV, KOKU, XLP
|
13F-HR |
11/14/2022, 02:40 PM |
Q2 2022 |
744 |
$10B |
+$1.38B |
-$703M |
+$678M |
VOO, XLV, DIA, XLP, KOKU
|
13F-HR |
8/15/2022, 12:14 PM |
Q1 2022 |
758 |
$11.5B |
+$1.03B |
-$911M |
+$124M |
VOO, QQQ, IVV, DIA, XLV
|
13F-HR |
5/16/2022, 10:50 AM |
Q4 2021 |
763 |
$13.1B |
+$928M |
-$821M |
+$107M |
VOO, QQQ, IVV, XLV, XLP
|
13F-HR |
2/14/2022, 09:52 AM |
Q3 2021 |
757 |
$11.8B |
+$704M |
-$238M |
+$466M |
VOO, KOKU, QQQ, IVV, XLV
|
13F-HR |
11/10/2021, 05:09 PM |
Q2 2021 |
763 |
$11.4B |
+$888M |
-$458M |
+$429M |
VOO, KOKU, QQQ, IVV, XLV
|
13F-HR |
8/13/2021, 11:39 AM |
Q1 2021 |
742 |
$10.1B |
+$3.93B |
-$727M |
+$3.2B |
VOO, QQQ, KOKU, IVV, XLP
|
13F-HR |
5/11/2021, 03:39 PM |
Q4 2020 |
728 |
$6.65B |
+$415M |
-$315M |
+$101M |
KOKU, AAPL, MSFT, AMZN, GOOG
|
13F-HR |
2/8/2021, 08:46 AM |
Q3 2020 |
725 |
$5.92B |
+$1.06B |
-$565M |
+$497M |
KOKU, MSFT, AAPL, AMZN, BABA
|
13F-HR |
10/20/2020, 08:43 AM |
Q2 2020 |
724 |
$5.15B |
+$552M |
-$76.1M |
+$476M |
MSFT, AAPL, AMZN, KOKU, GOOG
|
13F-HR |
7/27/2020, 09:30 AM |
Q1 2020 |
725 |
$3.93B |
+$445M |
-$83.1M |
+$362M |
MSFT, AAPL, AMZN, GOOG, BABA
|
13F-HR |
5/5/2020, 04:50 PM |
Q4 2019 |
735 |
$4.5B |
+$374M |
-$196M |
+$178M |
MSFT, AAPL, AMZN, BABA, GOOG
|
13F-HR |
2/14/2020, 07:28 AM |
Q3 2019 |
4 |
$48.4M |
|
|
|
JCI, IRXXXX, CB, WIX
|
New Holdings |
2/14/2020, 07:29 AM |
Q3 2019 |
736 |
$4.09B |
+$271M |
-$155M |
+$116M |
MSFT, AAPL, AMZN, GOOG, BABA
|
13F-HR |
11/14/2019, 08:13 AM |
Q2 2019 |
744 |
$3.96B |
+$276M |
-$226M |
+$50.3M |
MSFT, AAPL, AMZN, GOOG, JNJ
|
13F-HR |
8/7/2019, 09:28 AM |
Q1 2019 |
727 |
$3.78B |
+$234M |
-$177M |
+$57.4M |
MSFT, AAPL, AMZN, GOOG, JNJ
|
13F-HR |
5/3/2019, 03:08 PM |
Q4 2018 |
715 |
$3.28B |
+$251M |
-$104M |
+$147M |
MSFT, AAPL, AMZN, JNJ, GOOG
|
13F-HR |
2/6/2019, 04:28 PM |
Q3 2018 |
719 |
$3.72B |
+$167M |
-$82.8M |
+$84.5M |
AAPL, AMZN, MSFT, GOOG, JNJ
|
13F-HR |
10/30/2018, 10:19 AM |
Q2 2018 |
719 |
$3.42B |
+$275M |
-$85.5M |
+$190M |
AAPL, AMZN, MSFT, META, GOOG
|
13F-HR |
8/8/2018, 09:27 AM |
Q1 2018 |
719 |
$3.2B |
+$88.5M |
-$98.1M |
-$9.67M |
AAPL, MSFT, AMZN, JNJ, GOOG
|
13F-HR |
5/14/2018, 10:58 AM |
Q4 2017 |
717 |
$3.28B |
|
|
|
AAPL, MSFT, AMZN, JNJ, META
|
13F-HR |
2/14/2018, 10:36 AM |