Q4 2024 |
2,281 |
$72.9B |
+$11.8B |
-$10.6B |
+$1.23B |
IVV, AAPL, NVDA, MSFT, AMZN
|
13F-HR |
2/11/2025, 04:03 PM |
Q3 2024 |
2,705 |
$71B |
+$7.55B |
-$6.36B |
+$1.19B |
AAPL, MSFT, NVDA, IVV, AMZN
|
13F-HR |
11/13/2024, 07:07 PM |
Q2 2024 |
2,682 |
$66.6B |
+$8.35B |
-$11B |
-$2.65B |
MSFT, NVDA, AAPL, IVV, AMZN
|
13F-HR |
8/13/2024, 10:47 AM |
Q1 2024 |
2,657 |
$71B |
+$7.97B |
-$9.54B |
-$1.57B |
MSFT, AAPL, NVDA, AMZN, VCSH
|
13F-HR |
5/14/2024, 02:19 PM |
Q4 2023 |
2,639 |
$66.2B |
+$6.59B |
-$10.9B |
-$4.28B |
MSFT, AAPL, IVV, AMZN, NVDA
|
13F-HR |
2/13/2024, 02:00 PM |
Q3 2023 |
6 |
$113M |
$0 |
$0 |
|
XLB, XLE, XLI, XLU, XLF
|
New Holdings |
6/14/2024, 04:54 PM |
Q3 2023 |
2,578 |
$63.7B |
+$5.25B |
-$7.53B |
-$2.28B |
AAPL, MSFT, AMZN, NVDA, GOOGL
|
13F-HR |
11/13/2023, 02:23 PM |
Q2 2023 |
4 |
$104M |
$0 |
$0 |
|
XLV, XLU, XLI, XLP
|
New Holdings |
6/14/2024, 04:52 PM |
Q2 2023 |
2,500 |
$68B |
+$4.9B |
-$5.14B |
-$240M |
AAPL, MSFT, LQD, AMZN, NVDA
|
13F-HR |
8/11/2023, 02:53 PM |
Q1 2023 |
5 |
$61.6M |
$0 |
$0 |
|
XLV, XLU, XLF, XLE, XLB
|
New Holdings |
6/14/2024, 04:50 PM |
Q1 2023 |
2,311 |
$59.3B |
+$5.75B |
-$3.99B |
+$1.76B |
AAPL, MSFT, LQD, AMZN, NVDA
|
13F-HR |
5/12/2023, 11:20 AM |
Q4 2022 |
4 |
$46.8M |
$0 |
$0 |
|
XLF, XLB, XLE, XLY
|
New Holdings |
6/14/2024, 04:48 PM |
Q4 2022 |
2,589 |
$59.3B |
+$4.54B |
-$7.8B |
-$3.27B |
AAPL, MSFT, LQD, AMZN, IVV
|
13F-HR |
2/14/2023, 08:19 AM |
Q3 2022 |
4 |
$30.1M |
$0 |
$0 |
|
XLV, XLU, XLP, XLE
|
New Holdings |
6/14/2024, 04:45 PM |
Q3 2022 |
2,386 |
$57.3B |
+$8.14B |
-$6.25B |
+$1.89B |
AAPL, MSFT, AMZN, LQD, TSLA
|
13F-HR |
11/4/2022, 09:30 AM |
Q2 2022 |
5 |
$28.2M |
$0 |
$0 |
|
XLV, XLU, XLF, XLP, XLE
|
New Holdings |
6/14/2024, 04:43 PM |
Q2 2022 |
2,374 |
$60.4B |
+$7.31B |
-$7.01B |
+$305M |
AAPL, MSFT, AMZN, GOOGL, GOOG
|
13F-HR |
8/15/2022, 11:04 AM |
Q1 2022 |
5 |
$31.8M |
$0 |
$0 |
|
XLF, XLB, XLE, XLV, XLI
|
New Holdings |
6/14/2024, 04:41 PM |
Q1 2022 |
2,423 |
$73.3B |
+$7.07B |
-$9.21B |
-$2.14B |
AAPL, MSFT, AMZN, TSLA, GOOGL
|
13F-HR |
5/13/2022, 02:06 PM |
Q4 2021 |
4 |
$67.5M |
$0 |
$0 |
|
XLV, XLU, XLK, XLP
|
New Holdings |
6/14/2024, 04:34 PM |
Q4 2021 |
2,448 |
$77.5B |
+$9.98B |
-$7.4B |
+$2.57B |
AAPL, MSFT, AMZN, LQD, IVV
|
13F-HR |
2/14/2022, 07:48 AM |
Q3 2021 |
4 |
$81.8M |
$0 |
$0 |
|
XLV, XLU, XLK, XLP
|
New Holdings |
6/14/2024, 04:32 PM |
Q3 2021 |
2,566 |
$71.4B |
+$7.6B |
-$8.69B |
-$1.08B |
MSFT, AAPL, AMZN, META, GOOGL
|
13F-HR |
11/15/2021, 03:07 PM |
Q2 2021 |
4 |
$129M |
$0 |
$0 |
|
XLV, XLU, XLE, XLP
|
New Holdings |
6/14/2024, 04:30 PM |
Q2 2021 |
2,534 |
$72.6B |
+$8.08B |
-$7.07B |
+$1B |
MSFT, AAPL, AMZN, META, GOOGL
|
13F-HR |
8/16/2021, 03:14 PM |
Q1 2021 |
4 |
$80.3M |
$0 |
$0 |
|
XLF, XLB, XLE, XLK
|
New Holdings |
6/14/2024, 04:28 PM |
Q1 2021 |
2,466 |
$66.6B |
+$9.81B |
-$7.17B |
+$2.64B |
MSFT, AAPL, AMZN, META, GOOGL
|
13F-HR |
5/12/2021, 03:58 PM |
Q4 2020 |
4 |
$48.6M |
$0 |
$0 |
|
XLF, XLB, XLE, XLK
|
New Holdings |
6/14/2024, 04:16 PM |
Q4 2020 |
2,258 |
$58.9B |
+$53.2B |
-$1.33B |
+$51.9B |
AAPL, MSFT, AMZN, META, GOOGL
|
Restatement |
8/16/2021, 03:02 PM |
Q3 2020 |
5 |
$46.3M |
$0 |
$0 |
|
XLV, XLK, XLP, XLY, XLI
|
New Holdings |
6/14/2024, 04:12 PM |
Q3 2020 |
1,269 |
$692M |
|
|
|
IVV, BSV, VOO, AGG, LQD
|
New Holdings |
8/5/2021, 03:11 PM |
Q3 2020 |
2,394 |
$6.01B |
+$1.35B |
-$1.69B |
-$340M |
PULS, NRG, NLYXXXX, STMP, UFPI
|
13F-HR |
11/16/2020, 11:36 AM |
Q2 2020 |
3 |
$32.6M |
$0 |
$0 |
|
XLV, XLK, XLP
|
New Holdings |
6/14/2024, 04:09 PM |
Q2 2020 |
1,231 |
$540M |
|
|
|
IVV, AGG, BSV, LQD, VOO
|
New Holdings |
8/5/2021, 03:08 PM |
Q2 2020 |
2,366 |
$6.12B |
+$1.75B |
-$2.45B |
-$695M |
PULS, NRG, STMP, OSK, AES
|
13F-HR |
8/12/2020, 11:33 AM |
Q1 2020 |
3 |
$5.8M |
$0 |
$0 |
|
XLV, XLK, XLI
|
New Holdings |
6/14/2024, 04:05 PM |
Q1 2020 |
1,139 |
$385M |
|
|
|
AGG, IVV, BIL, USMV, GOVT
|
New Holdings |
8/5/2021, 03:06 PM |
Q1 2020 |
2,289 |
$5.67B |
+$1.68B |
-$1.92B |
-$244M |
EXC, TSN, COF, PULS, OSK
|
13F-HR |
5/12/2020, 11:11 AM |
Q4 2019 |
3 |
$32.8M |
$0 |
$0 |
|
XLV, XLK, XLI
|
New Holdings |
6/14/2024, 04:03 PM |
Q4 2019 |
1,198 |
$383M |
|
|
|
IVV, AGG, VEA, USMV, VOO
|
New Holdings |
8/5/2021, 03:04 PM |
Q4 2019 |
2,386 |
$9.4B |
+$1.5B |
-$2.65B |
-$1.15B |
OSK, DISCK, BG, PULS, AMG
|
13F-HR |
2/11/2020, 01:35 PM |
Q3 2019 |
3 |
$78.8M |
$0 |
$0 |
|
XLV, XLP, XLK
|
New Holdings |
6/14/2024, 03:59 PM |
Q3 2019 |
1,142 |
$306M |
|
|
|
AGG, IVV, NEAR, USMV, MUB
|
New Holdings |
8/5/2021, 03:01 PM |
Q3 2019 |
2,363 |
$9.97B |
+$2.32B |
-$2.12B |
+$203M |
GEXXXX, OSK, DISCK, KDP, VIAB
|
13F-HR |
11/13/2019, 12:21 PM |
Q2 2019 |
5 |
$85.5M |
$0 |
$0 |
|
XLP, XLV, XLK, XLF, XLI
|
New Holdings |
6/14/2024, 03:44 PM |
Q2 2019 |
1,141 |
$288M |
|
|
|
AGG, IVV, NEAR, QUAL, IEFA
|
New Holdings |
8/5/2021, 02:58 PM |
Q2 2019 |
2,405 |
$9.99B |
+$2.44B |
-$2.98B |
-$543M |
OSK, DISCK, CPT, VIAB, SPG
|
13F-HR |
8/8/2019, 01:51 PM |
Q1 2019 |
5 |
$48.3M |
$0 |
$0 |
|
XLV, XLP, XLF, XLE, XLI
|
New Holdings |
6/14/2024, 03:30 PM |
Q1 2019 |
1,039 |
$236M |
|
|
|
NEAR, AGG, IVV, IEFA, MUB
|
New Holdings |
8/5/2021, 02:54 PM |
Q1 2019 |
2,397 |
$11.5B |
+$2.27B |
-$3.6B |
-$1.33B |
EXC, KMI, NRG, CPT, UNM
|
13F-HR |
5/15/2019, 12:26 PM |
Q4 2018 |
941 |
$123M |
|
|
|
AGG, IVV, QUAL, IEFA, NEAR
|
New Holdings |
8/5/2021, 02:47 PM |
Q4 2018 |
2,338 |
$11.7B |
+$2.26B |
-$4.31B |
-$2.04B |
EXC, SPG, KSS, UAL, NSC
|
13F-HR |
2/7/2019, 03:34 PM |
Q3 2018 |
761 |
$62.1M |
|
|
|
AGG, BSV, QUAL, EFAV, IVV
|
New Holdings |
9/1/2021, 02:42 PM |
Q3 2018 |
2,369 |
$17.3B |
+$2.74B |
-$7.94B |
-$5.2B |
NSC, KSS, NFLX, SPG, HPE
|
13F-HR |
11/7/2018, 03:14 PM |
Q2 2018 |
556 |
$27.6M |
|
|
|
AGG, VOO, EFAV, EMB, BSV
|
New Holdings |
9/1/2021, 02:39 PM |
Q2 2018 |
2,343 |
$22.6B |
+$4.7B |
-$12B |
-$7.31B |
VNQ, NFLX, ILMN, APC, ESRX
|
13F-HR |
8/13/2018, 12:01 PM |
Q1 2018 |
334 |
$7.57M |
|
|
|
VEA, IBDL, VOO, VFH, EMB
|
New Holdings |
9/1/2021, 02:37 PM |
Q1 2018 |
2,259 |
$31B |
+$3.82B |
-$42.4B |
-$38.6B |
BRKB, SPY, C, COP, MPC
|
13F-HR |
5/4/2018, 11:39 AM |
Q4 2017 |
2 |
$25K |
|
|
|
IWD, IWS
|
New Holdings |
9/1/2021, 02:33 PM |
Q4 2017 |
2,328 |
$73.4B |
+$6.08B |
-$5.93B |
+$148M |
AAPL, MSFT, JPM, META, GOOG
|
13F-HR |
2/13/2018, 02:09 PM |
Q3 2017 |
192 |
$9.16B |
|
|
|
AAPL, BAC, AMZN, BRKB, AMGN
|
New Holdings |
11/30/2017, 02:40 PM |
Q3 2017 |
2,328 |
$69.6B |
+$6.14B |
-$6.03B |
+$110M |
AAPL, MSFT, META, JPM, GOOG
|
13F-HR |
11/2/2017, 11:45 AM |
Q2 2017 |
2,336 |
$67.2B |
+$7.96B |
-$5.61B |
+$2.36B |
AAPL, MSFT, JPM, XOM, JNJ
|
13F-HR |
8/7/2017, 03:48 PM |
Q1 2017 |
2,325 |
$64.1B |
+$6.38B |
-$6.5B |
-$128M |
AAPL, MSFT, JPM, META, XOM
|
13F-HR |
5/10/2017, 02:31 PM |
Q4 2016 |
2,329 |
$62.2B |
+$5.11B |
-$5.68B |
-$572M |
AAPL, MSFT, JPM, XOM, JNJ
|
13F-HR |
2/7/2017, 02:29 PM |
Q3 2016 |
2,312 |
$60.5B |
+$5.33B |
-$5.99B |
-$657M |
AAPL, MSFT, XOM, JNJ, META
|
13F-HR |
11/4/2016, 02:07 PM |
Q2 2016 |
2,285 |
$59.4B |
+$7.03B |
-$3.96B |
+$3.07B |
AAPL, MSFT, XOM, JNJ, T
|
13F-HR |
8/9/2016, 02:49 PM |
Q1 2016 |
2,291 |
$55.9B |
+$6.51B |
-$5.79B |
+$726M |
AAPL, MSFT, XOM, T, JNJ
|
13F-HR |
5/9/2016, 01:47 PM |
Q4 2015 |
2,232 |
$55.2B |
+$7.18B |
-$3.82B |
+$3.36B |
AAPL, MSFT, XOM, JPM, AMZN
|
13F-HR |
2/12/2016, 01:12 PM |
Q3 2015 |
2,219 |
$50.7B |
+$5.13B |
-$5.83B |
-$701M |
AAPL, MSFT, XOM, JPM, JNJ
|
13F-HR |
11/10/2015, 12:50 PM |
Q2 2015 |
2,224 |
$56.3B |
+$5.36B |
-$5.13B |
+$232M |
AAPL, XOM, MSFT, JPM, JNJ
|
13F-HR |
8/6/2015, 02:14 PM |
Q1 2015 |
2,227 |
$57.7B |
+$7.55B |
-$4.89B |
+$2.66B |
AAPL, XOM, MSFT, JNJ, JPM
|
13F-HR |
5/1/2015, 02:20 PM |
Q4 2014 |
2,197 |
$55.2B |
+$4.78B |
-$4.8B |
-$17.7M |
AAPL, XOM, MSFT, GEXXXX, JPM
|
13F-HR |
2/6/2015, 12:47 PM |
Q3 2014 |
2,210 |
$53.1B |
+$3.5B |
-$6.64B |
-$3.14B |
AAPL, XOM, JNJ, MSFT, GEXXXX
|
13F-HR |
11/12/2014, 01:04 PM |
Q2 2014 |
2,425 |
$56.7B |
+$6.92B |
-$4.11B |
+$2.81B |
AAPL, XOM, JNJ, MSFT, GEXXXX
|
13F-HR |
8/13/2014, 03:18 PM |
Q1 2014 |
2,260 |
$53.7B |
+$6.14B |
-$3.38B |
+$2.75B |
AAPL, XOM, GOOGLXXXX, MSFT, JNJ
|
13F-HR |
5/14/2014, 04:11 PM |
Q4 2013 |
2,285 |
$50.4B |
|
|
|
AAPL, XOM, GOOGLXXXX, JNJ, CVX
|
13F-HR |
2/11/2014, 02:01 PM |