Q4 2024 |
1,606 |
$53.5B |
+$4.16B |
-$2.19B |
+$1.97B |
MSFT, NVDA, AAPL, AMZN, META
|
13F-HR |
2/10/2025, 01:28 PM |
Q3 2024 |
1,566 |
$51.3B |
+$4.28B |
-$1.67B |
+$2.61B |
MSFT, NVDA, AAPL, AMZN, META
|
13F-HR |
11/6/2024, 05:10 PM |
Q2 2024 |
1,574 |
$45.9B |
+$6.69B |
-$2.7B |
+$3.99B |
MSFT, NVDA, AMZN, AAPL, GOOGL
|
13F-HR |
8/1/2024, 12:33 PM |
Q1 2024 |
1,512 |
$43B |
+$3.89B |
-$2.01B |
+$1.88B |
MSFT, NVDA, AMZN, AAPL, META
|
13F-HR |
4/25/2024, 11:19 AM |
Q4 2023 |
1,514 |
$38B |
+$3.26B |
-$1.6B |
+$1.66B |
MSFT, AAPL, AMZN, NVDA, GOOGL
|
13F-HR |
2/6/2024, 12:38 PM |
Q3 2023 |
1,551 |
$32.7B |
+$3.17B |
-$1.63B |
+$1.54B |
MSFT, AAPL, AMZN, NVDA, GOOGL
|
13F-HR |
11/13/2023, 05:23 PM |
Q2 2023 |
1,538 |
$32.4B |
+$2.67B |
-$1.44B |
+$1.24B |
MSFT, AAPL, NVDA, AMZN, V
|
13F-HR |
8/15/2023, 12:45 PM |
Q1 2023 |
1,455 |
$29.1B |
+$2.73B |
-$1.4B |
+$1.32B |
MSFT, AAPL, NVDA, AMZN, V
|
13F-HR |
5/11/2023, 11:43 AM |
Q4 2022 |
1,441 |
$26.4B |
+$3.03B |
-$2.25B |
+$779M |
MSFT, AAPL, V, AMZN, UNH
|
13F-HR |
1/27/2023, 03:40 PM |
Q3 2022 |
1,438 |
$23.6B |
+$3.35B |
-$961M |
+$2.39B |
MSFT, AAPL, AMZN, VEA, V
|
13F-HR |
11/14/2022, 02:46 PM |
Q2 2022 |
1,448 |
$22.7B |
+$2.95B |
-$1.16B |
+$1.79B |
MSFT, AAPL, AMZN, V, VEA
|
13F-HR |
8/12/2022, 02:02 PM |
Q1 2022 |
1,416 |
$26.1B |
+$3.16B |
-$1.31B |
+$1.85B |
MSFT, AAPL, AMZN, GOOGL, NVDA
|
13F-HR |
5/12/2022, 12:52 PM |
Q4 2021 |
1,346 |
$26.1B |
+$2.05B |
-$1.91B |
+$140M |
MSFT, AAPL, AMZN, META, NVDA
|
13F-HR |
2/8/2022, 03:19 PM |
Q3 2021 |
1,297 |
$24.3B |
+$3.67B |
-$899M |
+$2.77B |
MSFT, AMZN, META, NVDA, GOOGL
|
13F-HR |
11/12/2021, 05:50 PM |
Q2 2021 |
1,291 |
$21B |
+$1.73B |
-$719M |
+$1.01B |
MSFT, AMZN, META, AAPL, GOOGL
|
13F-HR |
8/12/2021, 11:24 AM |
Q1 2021 |
1,255 |
$19.2B |
+$1.49B |
-$835M |
+$654M |
MSFT, AMZN, META, AAPL, V
|
13F-HR |
5/4/2021, 06:02 PM |
Q4 2020 |
1,203 |
$17B |
+$1.41B |
-$1.71B |
-$297M |
MSFT, AMZN, META, V, EFV
|
13F-HR |
2/12/2021, 10:53 AM |
Q3 2020 |
1,135 |
$15.9B |
+$936M |
-$899M |
+$37.2M |
AMZN, MSFT, META, AAPL, V
|
13F-HR |
11/12/2020, 01:48 PM |
Q2 2020 |
1,147 |
$15.1B |
+$1.96B |
-$1.42B |
+$547M |
MSFT, AMZN, META, V, AAPL
|
13F-HR |
8/11/2020, 02:35 PM |
Q1 2020 |
1,147 |
$12.3B |
+$1.92B |
-$686M |
+$1.24B |
MSFT, AMZN, V, META, AAPL
|
13F-HR |
4/27/2020, 01:43 PM |
Q4 2019 |
1,115 |
$14.2B |
+$1.21B |
-$476M |
+$731M |
MSFT, META, V, AMZN, BND
|
13F-HR |
2/7/2020, 05:35 PM |
Q3 2019 |
1,098 |
$12.6B |
+$933M |
-$485M |
+$448M |
MSFT, V, AMZN, META, BND
|
13F-HR |
11/12/2019, 03:54 PM |
Q2 2019 |
1,053 |
$12.2B |
+$812M |
-$349M |
+$464M |
MSFT, V, AMZN, META, BND
|
13F-HR |
8/12/2019, 04:19 PM |
Q1 2019 |
1,050 |
$11.4B |
+$1.15B |
-$1.04B |
+$104M |
MSFT, AMZN, V, META, BND
|
Restatement |
5/15/2019, 05:01 PM |
Q4 2018 |
1,071 |
$10.1B |
+$1.25B |
-$700M |
+$548M |
MSFT, V, AMZN, BND, META
|
Restatement |
2/13/2019, 04:09 PM |
Q3 2018 |
1,068 |
$11.2B |
+$822M |
-$398M |
+$424M |
AMZN, MSFT, V, BND, META
|
13F-HR |
11/13/2018, 10:19 AM |
Q2 2018 |
1,073 |
$10.4B |
+$935M |
-$658M |
+$277M |
AMZN, META, MSFT, BND, V
|
Restatement |
8/14/2018, 11:05 AM |
Q1 2018 |
1,047 |
$10.1B |
+$938M |
-$374M |
+$564M |
AMZN, META, BND, V, MSFT
|
13F-HR |
5/10/2018, 02:54 PM |
Q4 2017 |
1,022 |
$9.79B |
+$560M |
-$545M |
+$14.8M |
AMZN, META, BND, V, BABA
|
13F-HR |
2/13/2018, 04:55 PM |
Q3 2017 |
1,021 |
$9.18B |
+$592M |
-$583M |
+$9.38M |
BND, BABA, V, AMZN, MSFT
|
13F-HR |
11/14/2017, 02:25 PM |
Q2 2017 |
998 |
$8.98B |
+$539M |
-$548M |
-$8.71M |
AMZN, META, BND, V, BABA
|
13F-HR |
7/27/2017, 11:08 AM |
Q1 2017 |
1,012 |
$8.78B |
+$1.01B |
-$566M |
+$448M |
BND, META, AMZN, V, CSCO
|
13F-HR |
5/12/2017, 11:33 AM |
Q4 2016 |
980 |
$7.87B |
+$968M |
-$374M |
+$594M |
BND, V, CSCO, JPM, MSFT
|
13F-HR |
2/7/2017, 11:40 AM |
Q3 2016 |
973 |
$7.42B |
+$623M |
-$319M |
+$304M |
BND, AMZN, V, CSCO, QCOM
|
13F-HR |
11/4/2016, 03:11 PM |
Q2 2016 |
957 |
$6.91B |
+$972M |
-$361M |
+$612M |
BND, CSCO, V, NVS, JPM
|
13F-HR |
8/1/2016, 01:58 PM |
Q1 2016 |
942 |
$6.11B |
+$1.1B |
-$413M |
+$685M |
BND, EFV, CSCO, JPM, SPY
|
13F-HR |
5/6/2016, 02:11 PM |
Q4 2015 |
964 |
$5.8B |
+$618M |
-$361M |
+$258M |
BND, EFV, SPY, V, JPM
|
13F-HR |
2/12/2016, 10:13 AM |
Q3 2015 |
973 |
$5.57B |
+$785M |
-$290M |
+$495M |
BND, EFV, SPY, V, AMZN
|
13F-HR |
11/12/2015, 12:36 PM |
Q2 2015 |
980 |
$5.69B |
+$679M |
-$258M |
+$421M |
BND, SPY, EFV, V, JPM
|
13F-HR |
8/14/2015, 05:15 PM |
Q1 2015 |
970 |
$5.43B |
+$733M |
-$320M |
+$413M |
BND, EFV, SPY, V, IWM
|
13F-HR |
5/15/2015, 10:04 AM |
Q4 2014 |
998 |
$5.14B |
+$578M |
-$235M |
+$343M |
SPY, BND, EFV, V, JPM
|
13F-HR |
2/5/2015, 10:45 AM |
Q3 2014 |
985 |
$4.81B |
+$303M |
-$1.78B |
-$1.47B |
SPY, BND, EFV, JPM, WFC
|
13F-HR |
11/3/2014, 11:31 AM |
Q2 2014 |
1,291 |
$6.92B |
+$837M |
-$437M |
+$400M |
SPY, BND, EFV, ORCL, WFC
|
13F-HR |
8/13/2014, 01:45 PM |
Q1 2014 |
1,237 |
$6.47B |
+$754M |
-$361M |
+$393M |
BND, SPY, EFV, GOOGLXXXX, ORCL
|
13F-HR |
5/13/2014, 12:13 PM |
Q4 2013 |
1,143 |
$6.1B |
|
|
|
SPY, BND, EFV, GOOGLXXXX, ORCL
|
13F-HR |
2/12/2014, 02:33 PM |