Q1 2022 |
136 |
$18M |
+$2.68M |
-$215M |
-$213M |
TIP, HYG, RJI, DJP, WIP
|
13F-HR |
4/21/2022, 04:41 PM |
Q4 2021 |
500 |
$930M |
+$14M |
-$15.4M |
-$1.43M |
ITOT, VTI, SPTM, MSFT, AAPL
|
13F-HR |
1/26/2022, 05:39 PM |
Q3 2021 |
515 |
$857M |
+$21.3M |
-$26.5M |
-$5.13M |
SPTM, ITOT, VTI, MSFT, AAPL
|
13F-HR |
10/26/2021, 01:03 PM |
Q2 2021 |
509 |
$871M |
+$14.3M |
-$150M |
-$136M |
ITOT, VTI, SPTM, MSFT, AAPL
|
13F-HR |
7/23/2021, 03:05 PM |
Q1 2021 |
565 |
$940M |
+$25.5M |
-$138M |
-$113M |
HYG, ITOT, VTI, SPTM, MSFT
|
13F-HR |
4/27/2021, 04:55 PM |
Q4 2020 |
573 |
$1B |
+$198M |
-$60.6M |
+$138M |
HYG, VTI, ITOT, SPTM, AAPL
|
13F-HR |
1/27/2021, 11:44 AM |
Q3 2020 |
614 |
$783M |
+$200M |
-$146M |
+$54.7M |
VTI, ITOT, SPTM, AAPL, MSFT
|
13F-HR |
10/28/2020, 04:46 PM |
Q2 2020 |
701 |
$745M |
+$203M |
-$215M |
-$12M |
MSFT, AAPL, AMZN, META, GOOG
|
13F-HR |
7/28/2020, 01:50 PM |
Q1 2020 |
633 |
$685M |
+$122M |
-$145M |
-$23.4M |
MSFT, AAPL, AMZN, META, V
|
13F-HR |
5/4/2020, 07:37 PM |
Q4 2019 |
563 |
$1.19B |
+$213M |
-$92.7M |
+$120M |
VNQ, AAPL, MSFT, VNQI, AMZN
|
13F-HR |
1/28/2020, 03:47 PM |
Q3 2019 |
579 |
$1.06B |
+$178M |
-$446M |
-$268M |
VNQ, MSFT, AAPL, AMZN, V
|
13F-HR |
10/24/2019, 07:23 PM |
Q2 2019 |
694 |
$1.44B |
+$256M |
-$124M |
+$132M |
VNQ, MSFT, AAPL, AMZN, MA
|
13F-HR |
7/24/2019, 01:24 PM |
Q1 2019 |
701 |
$1.31B |
+$167M |
-$187M |
-$20.4M |
VNQ, MSFT, AAPL, AMZN, V
|
13F-HR |
4/23/2019, 07:27 PM |
Q4 2018 |
798 |
$1.24B |
+$53.6M |
-$2.18B |
-$2.13B |
VNQ, MSFT, AAPL, V, AMZN
|
13F-HR |
1/23/2019, 07:11 PM |
Q3 2018 |
830 |
$4.5B |
+$687M |
-$1.54B |
-$855M |
VNQ, AAPL, MSFT, AMZN, UNH
|
13F-HR |
10/22/2018, 08:12 PM |
Q2 2018 |
762 |
$5.34B |
+$1.26B |
-$931M |
+$331M |
VNQ, AAPL, MSFT, AMZN, META
|
13F-HR |
7/27/2018, 01:08 PM |
Q1 2018 |
812 |
$5.23B |
+$1.28B |
-$984M |
+$298M |
VNQ, AAPL, MSFT, AMZN, JPM
|
13F-HR |
4/20/2018, 03:51 PM |
Q4 2017 |
910 |
$5.33B |
+$1.05B |
-$1.02B |
+$21.6M |
VNQ, AAPL, MSFT, AMZN, META
|
13F-HR |
1/23/2018, 10:57 AM |
Q3 2017 |
916 |
$5.17B |
+$895M |
-$697M |
+$198M |
AAPL, VNQ, MSFT, BRKB, META
|
13F-HR |
10/25/2017, 03:40 PM |
Q2 2017 |
893 |
$5B |
+$1.01B |
-$883M |
+$132M |
AAPL, VNQ, MSFT, BRKB, AMGN
|
13F-HR |
7/18/2017, 08:05 PM |
Q1 2017 |
793 |
$5.08B |
+$844M |
-$642M |
+$202M |
AAPL, BRKB, MSFT, PEP, JPM
|
13F-HR |
4/25/2017, 12:24 PM |
Q4 2016 |
826 |
$4.86B |
+$1.17B |
-$908M |
+$259M |
AAPL, BRKB, MSFT, JNJ, XOM
|
13F-HR |
1/26/2017, 12:02 PM |
Q3 2016 |
860 |
$4.72B |
+$1.11B |
-$880M |
+$228M |
AAPL, XOM, BRKB, MSFT, AMGN
|
13F-HR |
10/18/2016, 09:10 PM |
Q2 2016 |
801 |
$4.53B |
+$1.18B |
-$973M |
+$205M |
AAPL, XOM, JNJ, VZ, GEXXXX
|
13F-HR |
7/19/2016, 02:18 PM |
Q1 2016 |
777 |
$4.59B |
+$1.2B |
-$940M |
+$256M |
AAPL, VZ, JNJ, MSFT, BRKB
|
13F-HR |
4/20/2016, 11:51 AM |
Q4 2015 |
760 |
$4.56B |
+$1.22B |
-$1.06B |
+$155M |
AAPL, MSFT, WFC, JNJ, XOM
|
13F-HR |
1/25/2016, 04:33 PM |
Q3 2015 |
793 |
$4.47B |
+$832M |
-$626M |
+$206M |
AAPL, XOM, JNJ, BRKB, WFC
|
13F-HR |
10/28/2015, 04:28 PM |
Q2 2015 |
781 |
$4.76B |
+$1.1B |
-$876M |
+$225M |
AAPL, XOM, JPM, JNJ, BRKB
|
13F-HR |
7/8/2015, 04:12 PM |
Q1 2015 |
749 |
$4.8B |
+$1.22B |
-$1.04B |
+$183M |
AAPL, XOM, MSFT, JNJ, BRKB
|
13F-HR |
4/27/2015, 08:17 PM |
Q4 2014 |
766 |
$4.74B |
+$1.03B |
-$735M |
+$298M |
AAPL, XOM, MSFT, BRKB, JNJ
|
13F-HR |
1/27/2015, 10:59 AM |
Q3 2014 |
803 |
$4.47B |
+$667M |
-$475M |
+$192M |
AAPL, XOM, MSFT, JNJ, BRKB
|
Restatement |
10/24/2014, 12:12 PM |
Q2 2014 |
805 |
$4.49B |
+$811M |
-$568M |
+$243M |
AAPL, XOM, JNJ, MSFT, BRKB
|
13F-HR |
7/30/2014, 06:07 PM |
Q1 2014 |
747 |
$4.41B |
+$634M |
-$478M |
+$156M |
XOM, AAPL, GOOGLXXXX, MSFT, BRKB
|
13F-HR |
4/29/2014, 05:23 PM |
Q4 2013 |
786 |
$4.28B |
|
|
|
XOM, AAPL, MSFT, BRKB, GOOGLXXXX
|
13F-HR |
1/29/2014, 11:09 AM |