Q4 2019 |
4,147 |
$9.4B |
+$922M |
-$365M |
+$557M |
AAPL, VEA, MSFT, BRKB, SCHG
|
13F-HR |
2/14/2020, 03:15 PM |
Q3 2019 |
4,582 |
$13.2B |
+$1.19B |
-$608M |
+$583M |
IVV, USMV, VEA, MSFT, AMZN
|
13F-HR |
11/14/2019, 09:13 AM |
Q2 2019 |
4,695 |
$13.5B |
+$1.08B |
-$601M |
+$477M |
AAPL, IVV, VEA, SPY, AMZN
|
13F-HR |
8/15/2019, 10:41 AM |
Q1 2019 |
4,650 |
$12.5B |
+$1.3B |
-$573M |
+$727M |
AAPL, IVV, VEA, AMZN, SPY
|
13F-HR |
5/15/2019, 04:40 PM |
Q4 2018 |
4,519 |
$10.4B |
+$1.48B |
-$713M |
+$769M |
AAPL, IVV, VEA, AMZN, SPY
|
13F-HR |
2/14/2019, 03:30 PM |
Q3 2018 |
4,632 |
$11.5B |
|
|
|
AAPL, VEA, BRKB, AMZN, IVV
|
13F-HR |
11/14/2018, 02:57 PM |
Q2 2018 |
3,849 |
$9.9B |
|
|
|
AAPL, VEA, IVW, QQQXXXX, IWF
|
13F-HR |
8/15/2018, 05:07 PM |
Q1 2018 |
4,556 |
$10.2B |
+$1.08B |
-$620M |
+$457M |
AAPL, VEA, IVW, QQQXXXX, IWF
|
13F-HR |
5/15/2018, 04:59 PM |
Q4 2017 |
4,478 |
$9.95B |
+$1.22B |
-$291M |
+$928M |
AAPL, VEA, IWF, VTI, QQQXXXX
|
13F-HR |
2/14/2018, 04:34 PM |
Q3 2017 |
4,391 |
$8.87B |
+$934M |
-$443M |
+$490M |
AAPL, SPY, IVW, VEA, IWF
|
13F-HR |
11/14/2017, 04:48 PM |
Q2 2017 |
4,378 |
$8.3B |
+$883M |
-$389M |
+$494M |
AAPL, IVW, SPY, IWF, VEA
|
13F-HR |
8/14/2017, 03:40 PM |
Q1 2017 |
4,335 |
$7.61B |
+$830M |
-$414M |
+$415M |
SPY, AAPL, IWF, IVW, IWD
|
13F-HR |
5/15/2017, 04:12 PM |
Q4 2016 |
4,198 |
$6.86B |
+$730M |
-$305M |
+$425M |
SPY, AAPL, IWF, IWD, BRKB
|
13F-HR |
2/14/2017, 04:20 PM |
Q3 2016 |
4,297 |
$6.55B |
+$706M |
-$381M |
+$325M |
AAPL, IWF, SPY, IWM, IWD
|
13F-HR |
11/14/2016, 02:51 PM |
Q2 2016 |
4,202 |
$6.14B |
+$727M |
-$245M |
+$482M |
AAPL, IWS, IWF, SPY, IWD
|
13F-HR |
8/15/2016, 04:18 PM |
Q1 2016 |
4,198 |
$5.55B |
+$783M |
-$572M |
+$211M |
AAPL, IWF, IWD, SPY, IVE
|
13F-HR |
5/16/2016, 04:33 PM |
Q4 2015 |
4,168 |
$5.25B |
+$730M |
-$272M |
+$457M |
AAPL, SPY, IVW, IWF, IWD
|
13F-HR |
2/16/2016, 02:48 PM |
Q3 2015 |
4,091 |
$4.7B |
+$470M |
-$549M |
-$78.4M |
AAPL, IVW, IWD, BRKB, IWP
|
13F-HR |
11/16/2015, 03:15 PM |
Q2 2015 |
4,233 |
$5.33B |
+$603M |
-$314M |
+$289M |
AAPL, IWP, IWD, IWO, BRKB
|
13F-HR |
8/14/2015, 03:58 PM |
Q1 2015 |
4,177 |
$5.13B |
+$1.15B |
-$487M |
+$663M |
AAPL, IWP, IWD, VTI, IWO
|
13F-HR |
5/15/2015, 04:38 PM |
Q4 2014 |
4,005 |
$4.46B |
+$1.28B |
-$459M |
+$824M |
SPY, AAPL, IVW, IWD, VTI
|
13F-HR |
2/13/2015, 11:37 AM |
Q3 2014 |
3,774 |
$3.63B |
+$546M |
-$438M |
+$107M |
HYG, IVW, JNKXXXX, AAPL, IWF
|
13F-HR |
11/14/2014, 02:59 PM |
Q2 2014 |
3,732 |
$3.6B |
+$603M |
-$448M |
+$156M |
IWS, HYG, JNKXXXX, IWF, IWD
|
13F-HR |
8/14/2014, 04:59 PM |
Q1 2014 |
3,605 |
$3.41B |
+$564M |
-$379M |
+$186M |
IVV, IWM, JNKXXXX, HYG, IWF
|
13F-HR |
5/15/2014, 11:36 AM |
Q4 2013 |
3,595 |
$3.23B |
|
|
|
IVV, IJH, IWO, JNKXXXX, HYG
|
13F-HR |
2/14/2014, 01:23 PM |