Q2 2022 |
1 |
$72.1M |
|
|
|
IWM
|
13F-HR |
7/20/2022, 01:48 PM |
Q1 2022 |
505 |
$710M |
+$2.97M |
-$37.9M |
-$34.9M |
IWM, AAPL, MSFT, AMZN, TSLA
|
13F-HR |
4/14/2022, 02:03 PM |
Q4 2021 |
556 |
$805M |
+$4.62M |
-$534M |
-$530M |
IWM, AAPL, MSFT, AMZN, GOOGL
|
13F-HR |
1/19/2022, 12:08 PM |
Q3 2021 |
740 |
$1.28B |
+$32.8M |
-$12.5M |
+$20.4M |
IWM, AAPL, MSFT, AMZN, META
|
13F-HR |
10/5/2021, 03:24 PM |
Q2 2021 |
751 |
$1.27B |
+$22.3M |
-$263M |
-$241M |
IWM, AAPL, MSFT, AMZN, META
|
13F-HR |
7/12/2021, 04:41 PM |
Q1 2021 |
773 |
$1.41B |
+$8.13M |
-$134M |
-$126M |
IWM, AAPL, MSFT, AMZN, META
|
13F-HR |
4/21/2021, 06:39 PM |
Q4 2020 |
779 |
$1.45B |
+$146M |
-$19.9M |
+$126M |
IWM, AAPL, MSFT, AMZN, META
|
13F-HR |
1/25/2021, 10:16 AM |
Q3 2020 |
675 |
$1.16B |
+$361M |
|
+$361M |
IWM, AAPL, MSFT, AMZN, META
|
13F-HR |
10/16/2020, 02:37 PM |
Q2 2020 |
537 |
$777M |
+$138M |
-$9.53M |
+$129M |
IWM, AAPL, MSFT, AMZN, META
|
13F-HR |
7/8/2020, 02:47 PM |
Q1 2020 |
478 |
$543M |
+$201M |
|
+$201M |
MSFT, AAPL, AMZN, META, BRKB
|
13F-HR |
4/7/2020, 05:00 PM |
Q4 2019 |
423 |
$560M |
+$9.12M |
-$23.4M |
-$14.3M |
IWM, AAPL, MSFT, AMZN, META
|
13F-HR |
1/7/2020, 04:27 PM |
Q3 2019 |
415 |
$532M |
+$9.53M |
-$5.36M |
+$4.16M |
IWM, MSFT, AAPL, AMZN, META
|
13F-HR |
11/6/2019, 12:58 PM |
Q2 2019 |
426 |
$532M |
+$13.4M |
-$1.73M |
+$11.7M |
IWM, MSFT, AAPL, AMZN, META
|
13F-HR |
8/13/2019, 04:09 PM |
Q1 2019 |
409 |
$509M |
+$15.6M |
-$1.08M |
+$14.5M |
IWM, AAPL, MSFT, AMZN, META
|
13F-HR |
5/14/2019, 04:54 PM |
Q4 2018 |
368 |
$438M |
+$107M |
-$25.7M |
+$81.2M |
IWM, MSFT, AAPL, AMZN, BRKB
|
13F-HR |
2/14/2019, 09:48 AM |
Q3 2018 |
452 |
$437M |
+$1.93M |
-$69.8M |
-$67.9M |
AAPL, MSFT, AMZN, BRKB, META
|
13F-HR |
11/7/2018, 03:43 PM |
Q2 2018 |
479 |
$479M |
+$4.94M |
-$66.1M |
-$61.2M |
AAPL, MSFT, AMZN, META, BRKB
|
13F-HR |
8/13/2018, 04:40 PM |
Q1 2018 |
527 |
$541M |
+$53.2M |
-$41.6M |
+$11.6M |
AAPL, MSFT, AMZN, BRKB, JPM
|
13F-HR |
5/10/2018, 04:46 PM |
Q4 2017 |
378 |
$590M |
+$26.8M |
-$5.92M |
+$20.9M |
AAPL, MSFT, AMZN, META, BRKB
|
13F-HR |
2/7/2018, 01:06 PM |
Q3 2017 |
354 |
$544M |
+$20.4M |
-$528K |
+$19.9M |
AAPL, MSFT, META, AMZN, BRKB
|
13F-HR |
11/7/2017, 12:23 PM |
Q2 2017 |
346 |
$538M |
|
|
|
AAPL, SFRXXXX, MSFT, AMZN, JNJ
|
13F-HR |
7/27/2017, 11:20 AM |
Q1 2017 |
4 |
$37.3M |
|
|
|
SFRXXXX, VNQ, KTWO, LPI
|
13F-HR |
5/10/2017, 11:56 AM |
Q4 2016 |
909 |
$2.37B |
+$319M |
-$53.7M |
+$266M |
VNQ, AAPL, MSFT, XOM, SFRXXXX
|
13F-HR |
2/10/2017, 02:51 PM |
Q3 2016 |
948 |
$1.98B |
+$13.8M |
-$695M |
-$681M |
AAPL, MSFT, XOM, AMZN, JNJ
|
13F-HR |
10/26/2016, 10:44 AM |
Q2 2016 |
970 |
$2.74B |
+$144M |
-$52.9M |
+$91.1M |
SPY, AAPL, XOM, MSFT, JNJ
|
13F-HR |
7/21/2016, 10:47 AM |
Q1 2016 |
965 |
$2.66B |
+$22.4M |
-$2.44B |
-$2.42B |
AAPL, MSFT, XOM, JNJ, GEXXXX
|
13F-HR |
5/9/2016, 12:50 PM |
Q4 2015 |
1,124 |
$5.22B |
+$491M |
-$24.9M |
+$466M |
AAPL, MSFT, XOM, GEXXXX, JNJ
|
13F-HR |
2/19/2016, 04:09 PM |
Q3 2015 |
933 |
$4.71B |
+$73.2M |
-$125M |
-$52.3M |
AAPL, MSFT, XOM, JNJ, GEXXXX
|
13F-HR |
11/12/2015, 03:21 PM |
Q2 2015 |
1,039 |
$5.25B |
+$211M |
-$166M |
+$45.3M |
AAPL, MSFT, XOM, JNJ, GEXXXX
|
13F-HR |
8/27/2015, 03:20 PM |
Q1 2015 |
1,047 |
$5.33B |
+$115M |
-$23.6M |
+$91.4M |
AAPL, XOM, MSFT, JNJ, WFC
|
13F-HR |
5/21/2015, 11:08 AM |
Q4 2014 |
1,042 |
$5.27B |
+$168M |
-$31.9M |
+$136M |
AAPL, XOM, MSFT, JNJ, BRKB
|
13F-HR |
2/5/2015, 11:15 AM |
Q3 2014 |
1,020 |
$5B |
+$117M |
-$277M |
-$160M |
AAPL, XOM, MSFT, JNJ, GEXXXX
|
13F-HR |
11/12/2014, 11:49 AM |
Q2 2014 |
1,025 |
$5.13B |
+$285M |
-$115M |
+$171M |
AAPL, XOM, MSFT, JNJ, GEXXXX
|
13F-HR |
8/14/2014, 10:31 AM |
Q1 2014 |
1,012 |
$5.03B |
+$54.4M |
-$2.7B |
-$2.64B |
AAPL, XOM, MSFT, GOOGLXXXX, JNJ
|
13F-HR |
5/19/2014, 01:38 PM |
Q4 2013 |
1,021 |
$7.64B |
|
|
|
AAPL, XOM, MSFT, GOOGLXXXX, GEXXXX
|
13F-HR |
2/27/2014, 02:14 PM |