| Q3 2025 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2025, 14:46 |
| Q2 2025 |
|
|
|
|
$0 |
|
13F-NT |
15 Aug 2025, 09:58 |
| Q1 2025 |
|
|
|
|
$0 |
|
13F-NT |
15 May 2025, 14:26 |
| Q4 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Feb 2025, 16:36 |
| Q3 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2024, 15:31 |
| Q2 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Aug 2024, 15:05 |
| Q1 2024 |
|
|
|
|
$0 |
|
13F-NT |
15 May 2024, 14:05 |
| Q4 2023 |
0 |
$0 |
|
|
$0 |
|
13F-NT |
13 Feb 2024, 11:24 |
| Q3 2023 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2023, 16:39 |
| Q2 2023 |
|
|
|
|
$0 |
|
13F-NT |
14 Aug 2023, 15:41 |
| Q1 2023 |
|
|
|
|
$0 |
|
13F-NT |
15 May 2023, 15:24 |
| Q4 2022 |
|
|
|
|
$0 |
|
13F-NT |
14 Feb 2023, 13:39 |
| Q3 2022 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2022, 15:31 |
| Q2 2022 |
|
|
|
|
$0 |
|
13F-NT |
15 Aug 2022, 11:28 |
| Q1 2022 |
3,669 |
$190,189,472,760 |
+$9,295,914,782 |
-$3,298,289,679 |
+$5,997,625,103 |
MSFT, AAPL, AMZN, VOO, GOOGL
|
13F-HR |
16 May 2022, 12:16 |
| Q4 2021 |
3,625 |
$195,474,771,471 |
+$7,956,878,600 |
-$3,459,553,444 |
+$4,497,325,156 |
MSFT, AAPL, AMZN, VOO, GOOGL
|
13F-HR |
14 Feb 2022, 16:51 |
| Q3 2021 |
3,597 |
$175,978,456,000 |
+$7,829,808,377 |
-$8,061,010,142 |
-$231,201,765 |
MSFT, AAPL, AMZN, VOO, META
|
13F-HR |
15 Nov 2021, 15:03 |
| Q2 2021 |
3,554 |
$178,420,145,000 |
+$8,351,236,332 |
-$16,096,830,002 |
-$7,745,593,670 |
MSFT, AAPL, AMZN, VOO, META
|
Restatement |
03 Sep 2021, 13:58 |
| Q1 2021 |
4,043 |
$174,326,369,000 |
+$7,629,120,545 |
-$3,779,135,886 |
+$3,849,984,659 |
MSFT, AAPL, AMZN, VOO, META
|
13F-HR |
17 May 2021, 14:33 |
| Q4 2020 |
3,978 |
$159,969,209,702 |
+$7,550,596,480 |
-$3,840,852,231 |
+$3,709,744,249 |
AAPL, MSFT, AMZN, VOO, META
|
13F-HR |
11 Feb 2021, 16:36 |
| Q3 2020 |
3,908 |
$139,011,636,045 |
+$8,629,572,862 |
-$4,000,656,065 |
+$4,628,916,797 |
MSFT, AAPL, VOO, AMZN, META
|
13F-HR |
12 Nov 2020, 14:39 |
| Q2 2020 |
3,904 |
$130,295,624,016 |
+$6,454,087,234 |
-$6,127,524,960 |
+$326,562,274 |
MSFT, AAPL, VOO, AMZN, META
|
13F-HR |
13 Aug 2020, 14:25 |
| Q1 2020 |
3,908 |
$109,228,519,661 |
+$6,972,840,739 |
-$3,503,426,551 |
+$3,469,414,188 |
MSFT, AAPL, VOO, AMZN, IVV
|
13F-HR |
13 May 2020, 16:57 |
| Q4 2019 |
3,941 |
$136,810,784,625 |
+$6,190,311,447 |
-$2,135,087,071 |
+$4,055,224,376 |
MSFT, AAPL, VOO, IVV, AMZN
|
13F-HR |
13 Feb 2020, 17:53 |
| Q3 2019 |
3,924 |
$123,879,965,735 |
+$5,540,584,637 |
-$2,296,519,696 |
+$3,244,064,941 |
MSFT, AAPL, VOO, IVV, AMZN
|
13F-HR |
15 Nov 2019, 16:22 |
| Q2 2019 |
3,934 |
$120,900,411,595 |
+$5,132,884,997 |
-$2,713,921,333 |
+$2,418,963,664 |
MSFT, AAPL, VOO, IVV, AMZN
|
13F-HR |
13 Aug 2019, 12:34 |
| Q1 2019 |
3,920 |
$115,638,089,078 |
+$6,175,333,490 |
-$2,851,387,666 |
+$3,323,945,824 |
MSFT, AAPL, IVV, VOO, AMZN
|
13F-HR |
09 May 2019, 11:28 |
| Q4 2018 |
3,888 |
$100,562,369,235 |
+$7,228,863,129 |
-$3,276,287,308 |
+$3,952,575,821 |
IVV, MSFT, VOO, AAPL, AMZN
|
13F-HR |
14 Feb 2019, 11:59 |
| Q3 2018 |
3,945 |
$114,306,212,167 |
+$5,777,873,226 |
-$2,415,546,774 |
+$3,362,326,452 |
AAPL, MSFT, IVV, VOO, AMZN
|
13F-HR |
13 Nov 2018, 10:18 |
| Q2 2018 |
3,880 |
$105,286,226,422 |
+$6,070,002,416 |
-$3,067,824,852 |
+$3,002,177,564 |
AAPL, VOO, MSFT, IVV, AMZN
|
13F-HR |
13 Aug 2018, 10:57 |
| Q1 2018 |
3,899 |
$100,758,689,687 |
+$5,021,939,002 |
-$2,018,226,242 |
+$3,003,712,760 |
VOO, IVV, AAPL, MSFT, AMZN
|
13F-HR |
14 May 2018, 14:59 |
| Q4 2017 |
3,888 |
$100,111,684,631 |
+$7,919,553,429 |
-$1,775,403,970 |
+$6,144,149,459 |
VOO, AAPL, IVV, MSFT, META
|
13F-HR |
14 Feb 2018, 13:11 |
| Q3 2017 |
3,998 |
$91,926,634,283 |
+$7,323,533,300 |
-$1,579,679,119 |
+$5,743,854,181 |
VOO, AAPL, IVV, MSFT, META
|
Restatement |
14 Dec 2017, 10:30 |
| Q2 2017 |
3,949 |
$83,185,495,807 |
+$20,069,456,214 |
-$2,856,935,018 |
+$17,212,521,196 |
VOO, AAPL, MSFT, IVV, JNJ
|
Restatement |
14 Dec 2017, 10:20 |
| Q1 2017 |
3,753 |
$65,289,642,860 |
+$3,996,148,067 |
-$13,361,867,803 |
-$9,365,719,736 |
VOO, AAPL, IVV, MSFT, META
|
13F-HR |
05 May 2017, 19:54 |
| Q4 2016 |
3,747 |
$71,726,297,476 |
+$6,815,698,899 |
-$3,087,655,091 |
+$3,728,043,808 |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
13 Feb 2017, 17:12 |
| Q3 2016 |
3,715 |
$66,428,815,000 |
+$4,392,438,102 |
-$2,833,711,754 |
+$1,558,726,348 |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
14 Nov 2016, 11:42 |
| Q2 2016 |
3,782 |
$63,270,055,000 |
+$3,899,121,959 |
-$1,802,159,570 |
+$2,096,962,389 |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
12 Aug 2016, 16:32 |
| Q1 2016 |
3,933 |
$61,733,357,000 |
+$6,153,530,630 |
-$2,331,544,867 |
+$3,821,985,763 |
VOO, AAPL, MSFT, XOM, JNJ
|
13F-HR |
13 May 2016, 15:13 |
| Q4 2015 |
3,913 |
$58,493,811,000 |
+$7,824,843,923 |
-$1,526,538,613 |
+$6,298,305,310 |
VOO, AAPL, MSFT, IVV, XOM
|
13F-HR |
12 Feb 2016, 13:05 |
| Q3 2015 |
3,256 |
$51,284,745,000 |
+$8,890,539,488 |
-$1,334,530,556 |
+$7,556,008,932 |
VOO, AAPL, MSFT, IVV, XOM
|
13F-HR |
16 Nov 2015, 10:43 |
| Q2 2015 |
3,932 |
$51,108,208,272 |
+$3,758,711,866 |
-$1,044,831,005 |
+$2,713,880,861 |
AAPL, VOO, IVV, MSFT, XOM
|
13F-HR |
14 Aug 2015, 11:40 |
| Q1 2015 |
3,929 |
$49,654,045,000 |
+$3,838,728,813 |
-$912,121,830 |
+$2,926,606,983 |
AAPL, VOO, XOM, MSFT, IVV
|
13F-HR |
15 May 2015, 19:12 |
| Q4 2014 |
3,969 |
$47,412,427,954 |
+$2,999,481,177 |
-$1,492,892,736 |
+$1,506,588,441 |
AAPL, VOO, MSFT, XOM, IVV
|
13F-HR |
11 Feb 2015, 10:18 |
| Q3 2014 |
3,778 |
$45,169,815,421 |
+$2,512,660,936 |
-$848,862,946 |
+$1,663,797,990 |
AAPL, VOO, XOM, MSFT, JNJ
|
13F-HR |
12 Nov 2014, 10:43 |
| Q2 2014 |
3,707 |
$44,390,960,000 |
+$3,122,647,026 |
-$1,178,679,231 |
+$1,943,967,795 |
AAPL, VOO, XOM, MSFT, CVX
|
13F-HR |
12 Aug 2014, 12:00 |
| Q1 2014 |
3,811 |
$42,142,617,000 |
+$2,269,393,958 |
-$885,453,913 |
+$1,383,940,045 |
AAPL, XOM, MSFT, GOOGLXXXX, VOO
|
13F-HR |
13 May 2014, 11:39 |
| Q4 2013 |
3,796 |
$41,251,882,162 |
|
|
$0 |
AAPL, XOM, MSFT, GOOGLXXXX, CVX
|
13F-HR |
13 Feb 2014, 13:50 |