Q4 2024 |
429 |
$1.55B |
+$513M |
-$95.2M |
+$418M |
VOO, IVV, IWD, AAPL, FNDF
|
13F-HR |
2/12/2025, 03:25 PM |
Q3 2024 |
298 |
$1.14B |
+$118M |
-$62.1M |
+$55.9M |
VOO, IVV, IWD, FNDF, IWR
|
13F-HR |
11/12/2024, 03:51 PM |
Q2 2024 |
294 |
$1.02B |
+$183M |
-$72.7M |
+$110M |
VOO, IVV, IWD, FNDF, IWR
|
13F-HR |
8/7/2024, 11:31 AM |
Q1 2024 |
275 |
$914M |
+$113M |
-$63.3M |
+$49.9M |
VOO, IVV, IWD, IWR, AAPL
|
13F-HR |
5/1/2024, 04:50 PM |
Q4 2023 |
260 |
$815M |
+$86.4M |
-$64.1M |
+$22.2M |
VOO, IVV, IWD, IWR, AAPL
|
13F-HR |
2/12/2024, 04:56 PM |
Q3 2023 |
290 |
$727M |
+$61.6M |
-$84.5M |
-$22.8M |
VOO, IVV, IWD, IWR, VB
|
13F-HR |
11/14/2023, 07:37 PM |
Q2 2023 |
297 |
$775M |
+$95M |
-$90.7M |
+$4.3M |
VOO, IVV, IWD, GXC, IWR
|
13F-HR |
8/11/2023, 07:53 PM |
Q1 2023 |
261 |
$736M |
+$595M |
-$4.25M |
+$591M |
IVV, VOO, IWD, SHY, XLK
|
13F-HR |
5/11/2023, 03:12 PM |
Q4 2022 |
110 |
$152M |
+$22M |
-$4.39M |
+$17.6M |
AAPL, MSFT, AMZN, AME, ORAN
|
13F-HR |
2/10/2023, 01:27 PM |
Q3 2022 |
200 |
$189M |
+$25.6M |
-$4.35M |
+$21.2M |
AAPL, AMZN, MSFT, AME, TSLA
|
13F-HR |
11/8/2022, 11:07 AM |
Q2 2022 |
213 |
$196M |
+$181M |
-$43.1M |
+$138M |
AAPL, MSFT, AMZN, AME, XLE
|
13F-HR |
7/27/2022, 11:30 AM |
Q1 2022 |
74 |
$139M |
+$114M |
-$36.9M |
+$77.3M |
META, PTON, SPSB, GTEK, AAPL
|
Restatement |
5/11/2022, 03:15 PM |
Q4 2021 |
540 |
$831M |
+$166M |
-$21.5M |
+$145M |
VOO, IVV, XLV, AAPL, AGG
|
13F-HR |
2/10/2022, 02:06 PM |
Q3 2021 |
466 |
$696M |
+$91M |
-$57.2M |
+$33.8M |
VOO, IVV, XLV, AGG, VB
|
13F-HR |
10/20/2021, 03:57 PM |
Q2 2021 |
472 |
$674M |
+$144M |
-$56.5M |
+$87.4M |
VOO, IVV, XLV, AGG, VB
|
13F-HR |
8/6/2021, 11:05 AM |
Q1 2021 |
413 |
$557M |
+$124M |
-$38.6M |
+$85.5M |
FTSM, VOO, IVV, XLV, AGG
|
Restatement |
6/30/2021, 10:11 AM |
Q4 2020 |
365 |
$454M |
+$122M |
-$6.44M |
+$116M |
FTSM, VOO, XLV, IVV, AAPL
|
13F-HR |
2/3/2021, 08:55 AM |
Q3 2020 |
328 |
$310M |
+$52.5M |
-$10.9M |
+$41.7M |
VOO, IVV, FTSM, AAPL, AMZN
|
13F-HR |
11/12/2020, 09:21 AM |
Q2 2020 |
296 |
$264M |
+$52.4M |
-$10.3M |
+$42M |
FTSM, IVV, AAPL, BND, AMZN
|
13F-HR |
8/12/2020, 10:32 AM |
Q1 2020 |
249 |
$188M |
+$37.3M |
-$24.9M |
+$12.4M |
IVV, BND, AAPL, AMZN, IJH
|
13F-HR |
4/30/2020, 11:27 AM |
Q4 2019 |
304 |
$245M |
+$83.7M |
-$4.55M |
+$79.1M |
IVV, AAPL, VTV, AMZN, IEFA
|
13F-HR |
1/24/2020, 11:14 AM |
Q3 2019 |
255 |
$160M |
+$26.3M |
-$16.3M |
+$9.93M |
AAPL, AMZN, AGG, VTV, VIG
|
13F-HR |
11/12/2019, 12:46 PM |
Q2 2019 |
238 |
$156M |
+$32.7M |
-$6.06M |
+$26.6M |
IVV, AGG, AAPL, AMZN, VIG
|
Restatement |
7/17/2019, 12:07 PM |
Q1 2019 |
226 |
$131M |
+$25M |
-$3.3M |
+$21.7M |
AAPL, AMZN, IVV, IVW, VIG
|
13F-HR |
4/5/2019, 01:49 PM |
Q4 2018 |
199 |
$104M |
+$9.09M |
-$8.86M |
+$224K |
AAPL, AMZN, QQQ, IVW, CFO
|
13F-HR |
1/15/2019, 03:20 PM |
Q3 2018 |
235 |
$135M |
+$19.1M |
-$3.23M |
+$15.8M |
AAPL, AMZN, QQQ, ADME, IVV
|
13F-HR |
10/3/2018, 02:58 PM |
Q2 2018 |
220 |
$116M |
+$21.8M |
-$2.18M |
+$19.6M |
AAPL, AMZN, IVV, ADME, QQQ
|
13F-HR |
7/23/2018, 04:45 PM |
Q1 2018 |
209 |
$105M |
+$19.1M |
-$5.01M |
+$14.1M |
AAPL, AMZN, IVV, VEU, ADME
|
13F-HR |
4/19/2018, 11:15 AM |
Q4 2017 |
194 |
$95.5M |
+$19.8M |
-$3.84M |
+$16M |
AAPL, VEU, ADME, PFF, IVV
|
13F-HR |
2/9/2018, 10:27 AM |
Q3 2017 |
166 |
$80.2M |
+$12.3M |
-$72M |
-$59.7M |
AAPL, PFF, ADME, VEU, IVV
|
Restatement |
11/14/2017, 09:20 AM |
Q2 2017 |
374 |
$320M |
+$280M |
-$795K |
+$279M |
T, AAPL, JNJ, XOM, UPS
|
13F-HR |
8/31/2017, 04:06 PM |
Q1 2017 |
57 |
$42.8M |
+$16.8K |
-$967K |
-$951K |
T, VZ, CVX, CAPD, XOM
|
13F-HR |
5/9/2017, 04:04 PM |
Q4 2016 |
78 |
$57.3M |
+$17.5M |
-$1.21M |
+$16.3M |
T, VZ, CVX, CAPD, XOM
|
13F-HR |
2/13/2017, 03:16 PM |
Q3 2016 |
65 |
$44.5M |
|
|
|
T, VZ, CVX, PFF, JNJ
|
Restatement |
2/13/2017, 03:13 PM |