Q4 2024 |
250 |
$1.43B |
+$131M |
-$26.3M |
+$105M |
SPY, IVV, UPS, HAYW, AAPL
|
13F-HR |
2/6/2025, 05:44 PM |
Q3 2024 |
242 |
$1.31B |
+$39.3M |
-$15.4M |
+$23.9M |
SPY, IVV, UPS, AAPL, VOO
|
13F-HR |
11/13/2024, 04:52 PM |
Q2 2024 |
220 |
$1.22B |
+$23.1M |
-$81.8M |
-$58.7M |
SPY, IVV, UPS, AAPL, VOO
|
13F-HR |
8/5/2024, 12:32 PM |
Q1 2024 |
256 |
$1.25B |
+$219M |
-$22.4M |
+$197M |
SPY, IVV, UPS, VOO, AAPL
|
13F-HR |
5/13/2024, 07:30 PM |
Q4 2023 |
192 |
$978M |
+$39.4M |
-$39M |
+$342K |
SPY, UPS, VOO, MSFT, AAPL
|
13F-HR |
2/12/2024, 05:57 PM |
Q3 2023 |
206 |
$889M |
+$64.7M |
-$45.5M |
+$19.2M |
SPY, UPS, VOO, MSFT, AAPL
|
13F-HR |
11/13/2023, 07:37 PM |
Q2 2023 |
158 |
$904M |
+$4.9M |
-$9.91M |
-$5.01M |
SPY, UPS, VOO, AAPL, VTI
|
13F-HR |
8/8/2023, 02:35 PM |
Q1 2023 |
166 |
$868M |
+$22.4M |
-$98.5M |
-$76.1M |
SPY, UPS, VOO, AAPL, RSP
|
13F-HR |
5/11/2023, 01:51 PM |
Q4 2022 |
175 |
$889M |
+$120M |
-$38M |
+$81.7M |
SPY, UPS, URTH, VOO, RSP
|
13F-HR |
2/10/2023, 04:36 PM |
Q3 2022 |
175 |
$780M |
+$48.3M |
-$30M |
+$18.4M |
SPY, UPS, AAPL, VOO, RSP
|
13F-HR |
11/10/2022, 01:41 PM |
Q2 2022 |
226 |
$856M |
+$29.5M |
-$28.6M |
+$919K |
SPY, UPS, AAPL, VOO, RSP
|
13F-HR |
8/11/2022, 08:00 PM |
Q1 2022 |
248 |
$1.06B |
+$300M |
-$14.8M |
+$285M |
SPY, UPS, AAPL, VOO, RSP
|
13F-HR |
5/16/2022, 03:55 PM |
Q4 2021 |
203 |
$851M |
+$95.2M |
-$65.8M |
+$29.4M |
SPY, AAPL, VOO, RSP, AMZN
|
13F-HR |
2/8/2022, 01:41 PM |
Q3 2021 |
221 |
$1.21B |
+$54.4M |
-$49.1M |
+$5.33M |
SPY, BFA, UPS, BFB, AAPL
|
13F-HR |
11/12/2021, 01:37 PM |
Q2 2021 |
195 |
$1.27B |
+$21.1M |
-$95.9M |
-$74.8M |
SPY, UPS, BFA, BFB, AAPL
|
13F-HR |
8/13/2021, 10:09 AM |
Q1 2021 |
207 |
$1.22B |
+$69.7M |
-$53.4M |
+$16.3M |
SPY, UPS, BFA, BFB, AAPL
|
13F-HR |
5/14/2021, 08:40 PM |
Q4 2020 |
190 |
$1.21B |
+$36.4M |
-$58.3M |
-$22M |
SPY, BFA, UPS, BFB, AAPL
|
13F-HR |
2/16/2021, 02:11 PM |
Q3 2020 |
183 |
$1.17B |
+$371M |
-$26.5M |
+$344M |
SPY, UPS, BFA, BFB, AAPL
|
13F-HR |
11/12/2020, 01:29 PM |
Q2 2020 |
167 |
$792M |
+$58.7M |
-$57M |
+$1.75M |
SPY, BFB, BFA, AAPL, MSFT
|
13F-HR |
8/11/2020, 02:46 PM |
Q1 2020 |
155 |
$672M |
+$42.1M |
-$68.8M |
-$26.7M |
SPY, BFB, BFA, MSFT, AAPL
|
13F-HR |
5/14/2020, 04:21 PM |
Q4 2019 |
198 |
$912M |
+$246M |
-$25.2M |
+$221M |
SPY, BFB, BFA, WORK, UE
|
13F-HR |
2/13/2020, 05:12 PM |
Q3 2019 |
135 |
$656M |
+$29.8M |
-$11.2M |
+$18.6M |
SPY, BFB, BFA, GS, AAPL
|
13F-HR |
11/12/2019, 02:55 PM |
Q2 2019 |
121 |
$625M |
+$32M |
-$74.3M |
-$42.3M |
SPY, BFB, BFA, GS, EFC
|
13F-HR |
8/14/2019, 12:48 PM |
Q1 2019 |
131 |
$770M |
+$47.2M |
-$87.4M |
-$40.2M |
SPY, BFB, BFA, UE, ATVI
|
13F-HR |
5/10/2019, 04:14 PM |
Q4 2018 |
137 |
$760M |
+$228M |
-$58.2M |
+$170M |
SPY, BFB, BFA, PS, ATVI
|
13F-HR |
2/8/2019, 01:05 PM |
Q3 2018 |
110 |
$692M |
+$70.4M |
-$4.65M |
+$65.8M |
SPY, BFA, BFB, ATVI, HUM
|
13F-HR |
11/13/2018, 12:56 PM |
Q2 2018 |
92 |
$595M |
+$53.5M |
-$17M |
+$36.5M |
SPY, BFA, ATVI, BFB, HUM
|
13F-HR |
8/14/2018, 02:58 PM |
Q1 2018 |
91 |
$556M |
+$76.7M |
-$4.14M |
+$72.6M |
SPY, BFA, ATVI, BFB, HUM
|
13F-HR |
5/9/2018, 05:34 PM |
Q4 2017 |
73 |
$533M |
+$30.2M |
-$7.2M |
+$23M |
SPY, BFA, ATVI, HUM, EFC
|
Restatement |
2/13/2018, 04:02 PM |
Q3 2017 |
69 |
$470M |
+$2.73M |
-$16.2M |
-$13.4M |
SPY, BFA, ATVI, HUM, EFC
|
13F-HR |
11/14/2017, 08:38 AM |
Q2 2017 |
67 |
$470M |
+$25.7M |
-$33.2M |
-$7.6M |
SPY, BFA, ATVI, HUM, GLRE
|
13F-HR |
8/11/2017, 01:41 PM |
Q1 2017 |
71 |
$462M |
+$4.29M |
-$135M |
-$130M |
SPY, BFA, ATVI, BFB, HUM
|
13F-HR |
5/12/2017, 01:33 PM |
Q4 2016 |
76 |
$580M |
+$33.6M |
-$37.7M |
-$4.09M |
BFA, SPY, BFB, HUM, ATVI
|
13F-HR |
2/10/2017, 12:50 PM |
Q3 2016 |
77 |
$600M |
+$153M |
-$884K |
+$152M |
BFA, SPY, ATVI, HUM, GLRE
|
13F-HR |
11/14/2016, 12:15 PM |
Q2 2016 |
74 |
$600M |
+$23M |
-$18.9M |
+$4.13M |
BFA, SPY, ATVI, HUM, EFC
|
13F-HR |
8/12/2016, 04:47 PM |
Q1 2016 |
71 |
$585M |
+$43.9M |
-$62.6M |
-$18.7M |
BFA, SPY, HUM, ATVI, EFC
|
13F-HR |
5/12/2016, 02:27 PM |
Q4 2015 |
72 |
$650M |
+$79.2M |
-$124M |
-$44.7M |
BFA, SPY, ATVI, HUM, VWO
|
13F-HR |
2/9/2016, 04:08 PM |
Q3 2015 |
59 |
$688M |
+$33M |
-$4.02M |
+$29M |
BFA, SPY, VWO, EFC, VT
|
13F-HR |
11/13/2015, 03:39 PM |
Q2 2015 |
76 |
$808M |
+$9.01M |
-$11M |
-$1.94M |
BFA, SPY, MRK, HUM, GS
|
Restatement |
8/7/2015, 12:35 PM |
Q1 2015 |
79 |
$740M |
+$37.4M |
-$33.6M |
+$3.83M |
BFA, SPY, MRK, HUM, TREE
|
13F-HR |
5/14/2015, 12:40 PM |
Q4 2014 |
70 |
$747M |
+$83.2M |
-$5.18M |
+$78M |
BFA, SPY, MRK, VT, HUM
|
13F-HR |
2/3/2015, 04:06 PM |
Q3 2014 |
64 |
$661M |
+$99.1M |
-$1.54M |
+$97.5M |
BFA, SPY, GS, HUM, TREEXXXX
|
13F-HR |
11/12/2014, 04:26 PM |
Q2 2014 |
52 |
$652M |
+$27.3M |
-$3.21M |
+$24.1M |
BFA, SPY, MRK, VT, HUM
|
13F-HR |
8/12/2014, 04:16 PM |
Q1 2014 |
46 |
$607M |
+$5.23M |
-$17.5M |
-$12.3M |
BFA, SPY, MRK, GS, HUM
|
13F-HR |
5/13/2014, 12:37 PM |
Q4 2013 |
47 |
$556M |
|
|
|
BFA, SPY, MRK, GS, HUM
|
13F-HR |
2/12/2014, 09:46 AM |