Q4 2024 |
1,105 |
$2.48B |
+$113M |
-$97.5M |
+$15.6M |
VOO, AAPL, SPY, QQQ, QQQM
|
13F-HR |
2/7/2025, 06:10 PM |
Q3 2024 |
1,070 |
$2.42B |
+$81.2M |
-$59.7M |
+$21.5M |
VOO, AAPL, SPY, QQQ, QQQM
|
13F-HR |
10/31/2024, 06:31 PM |
Q2 2024 |
1,049 |
$2.27B |
+$53.6M |
-$41.1M |
+$12.5M |
VOO, AAPL, SPY, QQQ, QQQM
|
13F-HR |
8/12/2024, 06:09 PM |
Q1 2024 |
1,041 |
$2.18B |
+$1.13B |
-$68.1M |
+$1.06B |
VOO, AAPL, SPY, QQQ, QQQM
|
13F-HR |
5/1/2024, 02:15 PM |
Q4 2023 |
1,019 |
$1.06B |
+$128M |
-$46.2M |
+$81.8M |
SPY, QQQ, VOO, UPS, XLK
|
13F-HR |
2/14/2024, 01:04 PM |
Q3 2023 |
1,141 |
$883M |
+$14.7M |
-$56.5M |
-$41.8M |
SPY, UPS, VOO, QQQ, CRM
|
13F-HR |
11/13/2023, 05:21 PM |
Q2 2023 |
1,101 |
$963M |
+$28.8M |
-$39.9M |
-$11.1M |
SPY, UPS, VOO, QQQ, CRM
|
13F-HR |
8/10/2023, 05:00 PM |
Q1 2023 |
1,114 |
$936M |
+$171M |
-$106M |
+$65.5M |
SPY, UPS, QQQ, VOO, CRM
|
13F-HR |
5/16/2023, 02:16 PM |
Q4 2022 |
1,114 |
$809M |
+$105M |
-$79.4M |
+$25.8M |
SPY, QQQ, UPS, VOO, XLV
|
13F-HR |
2/6/2023, 04:38 PM |
Q3 2022 |
311 |
$775M |
+$36.6M |
-$31.8M |
+$4.83M |
SPY, QQQ, UPS, VOO, XLK
|
13F-HR |
10/27/2022, 07:38 PM |
Q2 2022 |
341 |
$844M |
+$56.2M |
-$47.4M |
+$8.79M |
SPY, QQQ, UPS, VOO, XLK
|
13F-HR |
7/20/2022, 06:17 PM |
Q1 2022 |
373 |
$1.12B |
+$35.2M |
-$59.2M |
-$24M |
SPY, QQQ, UPS, VOO, XLK
|
13F-HR |
4/18/2022, 05:06 PM |
Q4 2021 |
380 |
$1.27B |
+$121M |
-$29.3M |
+$91.7M |
SPY, QQQ, UPS, VOO, IVV
|
13F-HR |
1/7/2022, 03:22 PM |
Q3 2021 |
393 |
$1.12B |
+$87.4M |
-$37.8M |
+$49.6M |
SPY, QQQ, UPS, CRM, VOO
|
13F-HR |
10/13/2021, 05:28 PM |
Q2 2021 |
393 |
$1.09B |
+$31.6M |
-$79.2M |
-$47.6M |
SPY, QQQ, UPS, CRM, VOO
|
13F-HR |
7/21/2021, 01:23 PM |
Q1 2021 |
378 |
$1.06B |
+$85.9M |
-$25.5M |
+$60.4M |
SPY, QQQ, UPS, VOO, CRM
|
13F-HR |
4/29/2021, 03:38 PM |
Q4 2020 |
339 |
$958M |
+$93.9M |
-$27.6M |
+$66.3M |
SPY, QQQ, UPS, CRM, VOO
|
13F-HR |
1/26/2021, 11:04 AM |
Q3 2020 |
331 |
$830M |
+$53.4M |
-$21.6M |
+$31.8M |
SPY, QQQ, UPS, CRM, XLK
|
13F-HR |
10/13/2020, 01:22 PM |
Q2 2020 |
299 |
$735M |
+$16.3M |
-$49.6M |
-$33.3M |
SPY, QQQ, UPS, CRM, XLK
|
13F-HR |
7/16/2020, 02:11 PM |
Q1 2020 |
298 |
$673M |
+$51.8M |
-$89.7M |
-$38M |
SPY, QQQ, UPS, CRM, XLK
|
13F-HR |
5/1/2020, 02:33 PM |
Q4 2019 |
336 |
$888M |
+$24.7M |
-$9.76M |
+$14.9M |
SPY, QQQ, UPS, CRM, IVV
|
13F-HR |
1/23/2020, 12:19 PM |
Q3 2019 |
315 |
$818M |
+$88.8M |
-$39.7M |
+$49.1M |
SPY, QQQ, UPS, CRM, IVV
|
13F-HR |
10/23/2019, 05:28 PM |
Q2 2019 |
317 |
$801M |
+$48.8M |
-$11.7M |
+$37.1M |
SPY, QQQ, UPS, BRKB, DATA
|
13F-HR |
7/18/2019, 03:10 PM |
Q1 2019 |
319 |
$743M |
+$40M |
-$31.1M |
+$8.89M |
SPY, QQQ, BRKB, UPS, DATA
|
Restatement |
5/8/2019, 05:01 PM |
Q4 2018 |
306 |
$667M |
+$40.4M |
-$26.2M |
+$14.2M |
SPY, QQQ, BRKB, UPS, VIOO
|
Restatement |
5/9/2019, 05:30 PM |
Q3 2018 |
278 |
$720M |
+$85.3M |
-$73.4M |
+$11.9M |
SPY, QQQ, BRKB, UPS, DATA
|
Restatement |
5/8/2019, 05:57 PM |
Q3 2018 |
318 |
$812M |
|
|
|
SPY, QQQ, BRKB, UPS, IJR
|
New Holdings |
11/2/2018, 02:04 PM |
Q2 2018 |
322 |
$755M |
+$136M |
-$20.8M |
+$116M |
SPY, QQQ, BRKB, IJR, UPS
|
13F-HR |
7/10/2018, 02:43 PM |
Q1 2018 |
328 |
$763M |
+$27.3M |
-$15.5M |
+$11.8M |
SPY, QQQXXXX, BRKB, UPS, VWO
|
13F-HR |
4/24/2018, 12:58 PM |
Q4 2017 |
324 |
$763M |
+$54.8M |
-$11.8M |
+$43M |
SPY, QQQXXXX, BRKB, UPS, XLK
|
13F-HR |
1/19/2018, 01:45 PM |
Q3 2017 |
323 |
$719M |
+$63.4M |
-$26M |
+$37.4M |
SPY, QQQXXXX, BRKB, UPS, XLK
|
13F-HR |
10/10/2017, 12:05 PM |
Q2 2017 |
307 |
$664M |
+$34.6M |
-$21M |
+$13.6M |
SPY, QQQXXXX, BRKB, UPS, XLK
|
13F-HR |
7/12/2017, 03:08 PM |
Q1 2017 |
364 |
$687M |
+$87.9M |
-$55.9M |
+$32M |
SPY, QQQXXXX, BRKB, UPS, XLK
|
13F-HR |
4/21/2017, 02:45 PM |
Q4 2016 |
330 |
$658M |
+$80M |
-$68.6M |
+$11.3M |
SPY, QQQXXXX, UPS, BRKB, IJR
|
13F-HR |
1/30/2017, 11:40 AM |
Q3 2016 |
365 |
$689M |
+$80.1M |
-$22M |
+$58.2M |
SPY, QQQXXXX, UPS, BRKB, IJR
|
13F-HR |
10/12/2016, 02:30 PM |
Q2 2016 |
416 |
$646M |
+$115M |
-$33.9M |
+$80.8M |
SPY, QQQXXXX, UPS, BRKB, XLY
|
13F-HR |
7/8/2016, 02:21 PM |
Q1 2016 |
396 |
$587M |
+$78.3M |
-$32.7M |
+$45.6M |
SPY, UPS, BRKB, XLY, XLP
|
13F-HR |
4/5/2016, 12:11 PM |
Q4 2015 |
402 |
$560M |
+$66.5M |
-$71.9M |
-$5.45M |
UPS, BRKB, XLV, XLY, XLK
|
13F-HR |
1/6/2016, 02:10 PM |
Q3 2015 |
393 |
$571M |
+$43.3M |
-$85.3M |
-$42M |
UPS, BRKB, XLV, XLY, XLK
|
13F-HR |
10/23/2015, 02:10 PM |
Q2 2015 |
422 |
$688M |
+$59.7M |
-$77.2M |
-$17.5M |
UPS, BRKB, XLV, XLY, HEDJ
|
13F-HR |
7/8/2015, 12:52 PM |
Q1 2015 |
444 |
$740M |
+$47.7M |
-$20.6M |
+$27.1M |
UPS, BRKB, XLV, XTN, SPY
|
13F-HR |
4/22/2015, 02:29 PM |
Q4 2014 |
441 |
$742M |
+$98.3M |
-$65M |
+$33.2M |
UPS, BRKB, XTN, SPY, XLV
|
13F-HR |
1/27/2015, 02:20 PM |
Q3 2014 |
428 |
$717M |
+$65.8M |
-$25M |
+$40.7M |
UPS, BRKB, SPY, XLV, XTN
|
13F-HR |
10/22/2014, 02:52 PM |
Q2 2014 |
425 |
$731M |
+$137M |
-$32.5M |
+$105M |
UPS, BRKB, IJH, SPY, XTN
|
13F-HR |
7/30/2014, 12:56 PM |
Q1 2014 |
426 |
$673M |
+$148M |
-$42.5M |
+$106M |
SPY, UPS, BRKB, IJH, IUSG
|
13F-HR |
5/1/2014, 01:42 PM |
Q4 2013 |
365 |
$612M |
|
|
|
UPS, SPY, IJR, BRKB, IUSG
|
13F-HR |
1/28/2014, 01:57 PM |