Q1 2025 |
2,663 |
$35.3B |
+$2.3B |
-$2.32B |
-$21M |
AAPL, IVV, MSFT, XLK, XLV
|
13F-HR |
4/17/2025, 12:29 PM |
Q4 2024 |
2,678 |
$36.1B |
+$2.74B |
-$2.21B |
+$527M |
AAPL, IVV, MSFT, XLK, NVDA
|
13F-HR |
1/17/2025, 01:23 PM |
Q3 2024 |
2,651 |
$35.8B |
+$3.5B |
-$2.07B |
+$1.43B |
AAPL, IVV, MSFT, XLK, NVDA
|
13F-HR |
10/29/2024, 04:29 PM |
Q2 2024 |
2,599 |
$32.8B |
+$2.23B |
-$2.96B |
-$726M |
AAPL, IVV, MSFT, XLK, NVDA
|
13F-HR |
7/25/2024, 02:20 PM |
Q1 2024 |
2,693 |
$33.6B |
+$2.63B |
-$1.95B |
+$686M |
IVV, MSFT, AAPL, XLV, XLK
|
13F-HR |
5/1/2024, 04:32 PM |
Q4 2023 |
2,613 |
$30.8B |
+$2.82B |
-$1.43B |
+$1.39B |
IVV, AAPL, MSFT, XLV, XLK
|
13F-HR |
2/7/2024, 06:02 PM |
Q3 2023 |
2,815 |
$26.8B |
+$1.47B |
-$2.18B |
-$712M |
IVV, AAPL, MSFT, XLV, XLK
|
13F-HR |
11/8/2023, 12:18 PM |
Q2 2023 |
2,625 |
$28.7B |
+$4.02B |
-$852M |
+$3.17B |
AAPL, IVV, MSFT, XLV, XLK
|
13F-HR |
7/26/2023, 03:36 PM |
Q1 2023 |
2,450 |
$24.5B |
+$1.92B |
-$1.48B |
+$443M |
IVV, MSFT, XLK, XLV, VEU
|
13F-HR |
4/28/2023, 03:08 PM |
Q4 2022 |
2,554 |
$25.7B |
+$1.78B |
-$1.14B |
+$634M |
IVV, AAPL, XLV, XLK, MSFT
|
13F-HR |
2/1/2023, 10:41 AM |
Q3 2022 |
2,486 |
$23.3B |
+$4.2B |
-$1.04B |
+$3.16B |
AAPL, IVV, XLV, XLK, MSFT
|
13F-HR |
10/25/2022, 02:49 PM |
Q2 2022 |
2,304 |
$22.1B |
+$3.51B |
-$1.64B |
+$1.87B |
IVV, XLK, XLV, MSFT, VEU
|
13F-HR |
8/3/2022, 09:20 AM |
Q1 2022 |
2,226 |
$23.4B |
+$1.96B |
-$1.41B |
+$543M |
XLK, MSFT, XLV, VEU, XLF
|
13F-HR |
5/4/2022, 12:40 PM |
Q4 2021 |
2,358 |
$25.7B |
+$1.69B |
-$718M |
+$973M |
XLK, IVV, MSFT, VEU, VCIT
|
13F-HR |
1/27/2022, 08:56 AM |
Q3 2021 |
2,283 |
$23.4B |
+$1.87B |
-$817M |
+$1.05B |
XLK, IVV, MSFT, VEU, VCIT
|
13F-HR |
10/29/2021, 04:37 PM |
Q2 2021 |
2,240 |
$22.7B |
+$2B |
-$934M |
+$1.07B |
XLK, IVV, MSFT, VEU, XLY
|
13F-HR |
7/26/2021, 04:31 PM |
Q1 2021 |
2,157 |
$20.6B |
+$2.08B |
-$3.19B |
-$1.11B |
IVV, MSFT, XLK, VEU, XLI
|
13F-HR |
4/27/2021, 02:51 PM |
Q4 2020 |
2,217 |
$20.7B |
+$2.06B |
-$651M |
+$1.4B |
AAPL, IVV, MSFT, XLK, VEU
|
13F-HR |
1/25/2021, 02:32 PM |
Q3 2020 |
2,057 |
$17.5B |
+$1.76B |
-$611M |
+$1.15B |
AAPL, MSFT, IVV, XLK, AMZN
|
13F-HR |
11/6/2020, 12:49 PM |
Q2 2020 |
1,985 |
$15.8B |
+$2.16B |
-$966M |
+$1.19B |
AAPL, MSFT, IVV, XLK, AMZN
|
13F-HR |
7/23/2020, 12:11 PM |
Q1 2020 |
1,869 |
$12.6B |
+$1.41B |
-$942M |
+$471M |
IVV, AAPL, MSFT, XLV, XLK
|
13F-HR |
4/30/2020, 10:37 AM |
Q4 2019 |
2,055 |
$15.2B |
+$1.2B |
-$478M |
+$721M |
IVV, AAPL, XLK, MSFT, VEU
|
13F-HR |
1/21/2020, 09:33 AM |
Q3 2019 |
2,033 |
$13.7B |
+$1.07B |
-$335M |
+$732M |
IVV, AAPL, XLK, MSFT, VEU
|
13F-HR |
10/29/2019, 10:49 AM |
Q2 2019 |
2,030 |
$13B |
+$1.13B |
-$472M |
+$660M |
IVV, XLK, AAPL, MSFT, VEU
|
13F-HR |
7/29/2019, 02:44 PM |
Q1 2019 |
1,991 |
$12.2B |
+$1.14B |
-$476M |
+$661M |
IVV, AAPL, VEU, XLK, MSFT
|
Restatement |
4/30/2019, 01:20 PM |
Q4 2018 |
1,931 |
$10.4B |
+$880M |
-$451M |
+$429M |
IVV, AAPL, VEU, XLV, MSFT
|
13F-HR |
2/1/2019, 10:27 AM |
Q3 2018 |
2,048 |
$11.6B |
+$1.09B |
-$342M |
+$743M |
IVV, AAPL, VEU, MSFT, XLV
|
13F-HR |
11/5/2018, 09:46 AM |
Q2 2018 |
1,985 |
$10.4B |
+$1.02B |
-$311M |
+$708M |
AAPL, VEU, IVV, XLK, XLV
|
13F-HR |
7/24/2018, 01:01 PM |
Q1 2018 |
1,931 |
$9.93B |
+$872M |
-$306M |
+$565M |
AAPL, VEU, XLV, IVV, XLK
|
13F-HR |
4/19/2018, 04:22 PM |
Q4 2017 |
1,909 |
$9.62B |
+$736M |
-$193M |
+$543M |
AAPL, XLV, IVV, XLK, VEU
|
13F-HR |
2/14/2018, 09:23 AM |
Q3 2017 |
1,819 |
$8.77B |
+$868M |
-$270M |
+$598M |
AAPL, XLV, VEU, XLK, IVV
|
13F-HR |
11/15/2017, 11:31 AM |
Q2 2017 |
1,732 |
$8.01B |
+$603M |
-$203M |
+$400M |
AAPL, XLK, XLV, VEU, IVV
|
13F-HR |
7/27/2017, 09:33 AM |
Q1 2017 |
1,731 |
$7.51B |
+$972M |
-$301M |
+$670M |
AAPL, XLK, XLV, VEU, JNJ
|
13F-HR |
4/26/2017, 07:49 AM |
Q4 2016 |
1,676 |
$6.63B |
+$1.17B |
-$248M |
+$924M |
AAPL, XLV, XLK, VEU, GEXXXX
|
13F-HR |
2/13/2017, 01:21 PM |
Q3 2016 |
1,518 |
$5.67B |
+$3.02B |
-$2.24B |
+$782M |
XLV, AAPL, VEU, XLK, GEXXXX
|
13F-HR |
11/14/2016, 07:17 AM |
Q2 2016 |
623 |
$4.9B |
+$3.08B |
-$17.9M |
+$3.06B |
VEU, GEXXXX, JNJ, IGSB, MSFT
|
Restatement |
8/11/2016, 09:29 AM |
Q1 2016 |
1,262 |
$3.82B |
+$668M |
-$233M |
+$436M |
AAPL, XLK, XLY, GEXXXX, VEU
|
13F-HR |
5/10/2016, 10:42 AM |
Q4 2015 |
1,357 |
$3.87B |
+$451M |
-$170M |
+$281M |
AAPL, GEXXXX, MSFT, VEU, VGT
|
13F-HR |
2/19/2016, 11:41 AM |
Q3 2015 |
1,384 |
$3.54B |
+$691M |
-$116M |
+$575M |
AAPL, GEXXXX, JNJ, MSFT, VEU
|
13F-HR |
11/16/2015, 10:32 AM |
Q2 2015 |
2,003 |
$4.72B |
+$685M |
-$441M |
+$244M |
GEXXXX, JNJ, XOM, MSFT, CVX
|
13F-HR |
8/4/2015, 11:14 AM |
Q1 2015 |
2,383 |
$5.36B |
+$640M |
-$211M |
+$429M |
AAPL, GEXXXX, JNJ, XOM, MSFT
|
Restatement |
5/12/2015, 10:59 AM |
Q4 2014 |
2,315 |
$4.99B |
+$547M |
-$248M |
+$299M |
AAPL, GEXXXX, XOM, JNJ, MSFT
|
13F-HR |
2/10/2015, 12:53 PM |
Q3 2014 |
2,278 |
$4.8B |
+$515M |
-$137M |
+$378M |
AAPL, GEXXXX, XOM, JNJ, MSFT
|
13F-HR |
11/14/2014, 10:41 AM |
Q2 2014 |
2,210 |
$4.59B |
+$638M |
-$179M |
+$460M |
AAPL, XOM, GEXXXX, JNJ, MSFT
|
13F-HR |
8/13/2014, 04:49 PM |
Q1 2014 |
2,031 |
$4.13B |
+$600M |
-$190M |
+$410M |
AAPL, XOM, GEXXXX, JNJ, MSFT
|
13F-HR |
5/14/2014, 09:00 AM |
Q4 2013 |
2,006 |
$3.78B |
|
|
|
XOM, AAPL, GEXXXX, JNJ, IBM
|
13F-HR |
2/19/2014, 08:43 AM |