Q4 2024 |
311 |
$11.7B |
+$729M |
-$709M |
+$20.1M |
VGIT, NVDA, AAPL, HYLB, MSFT
|
Restatement |
2/27/2025, 05:51 PM |
Q3 2024 |
334 |
$11.6B |
+$1.83B |
-$1.24B |
+$584M |
VGIT, NVDA, HYLB, AAPL, MSFT
|
13F-HR |
11/14/2024, 01:47 PM |
Q2 2024 |
315 |
$10.7B |
+$2.81B |
-$1.07B |
+$1.74B |
VGIT, NVDA, AAPL, MSFT, AMZN
|
13F-HR |
8/14/2024, 12:32 PM |
Q1 2024 |
327 |
$9.16B |
+$815M |
-$1.04B |
-$228M |
VOO, MSFT, NVDA, AAPL, AMZN
|
13F-HR |
5/14/2024, 05:38 PM |
Q4 2023 |
340 |
$8.53B |
+$1.58B |
-$535M |
+$1.05B |
VOO, AAPL, MSFT, AMZN, NVDA
|
13F-HR |
2/15/2024, 05:04 PM |
Q3 2023 |
361 |
$6.74B |
+$671M |
-$1.01B |
-$335M |
VOO, AAPL, MSFT, AMZN, GOOG
|
13F-HR |
11/15/2023, 06:38 PM |
Q2 2023 |
321 |
$7.31B |
+$806M |
-$561M |
+$245M |
VOO, AAPL, MSFT, AMZN, NVDA
|
13F-HR |
8/10/2023, 06:22 PM |
Q1 2023 |
330 |
$6.86B |
+$964M |
-$658M |
+$306M |
VOO, AAPL, MSFT, AMZN, NVDA
|
13F-HR |
4/26/2023, 01:37 PM |
Q4 2022 |
333 |
$6.87B |
+$748M |
-$504M |
+$244M |
VOO, AAPL, MSFT, EEM, AMZN
|
13F-HR |
2/14/2023, 05:24 PM |
Q3 2022 |
349 |
$6.56B |
+$1.98B |
-$405M |
+$1.58B |
VOO, AAPL, MSFT, AMZN, EEM
|
13F-HR |
11/9/2022, 06:14 PM |
Q2 2022 |
711 |
$7B |
+$733M |
-$372M |
+$362M |
AAPL, MSFT, GOOG, AMZN, UNH
|
13F-HR |
8/5/2022, 06:39 PM |
Q1 2022 |
748 |
$8.36B |
+$635M |
-$535M |
+$99.6M |
AAPL, MSFT, AMZN, GOOG, TSLA
|
13F-HR |
5/13/2022, 05:00 PM |
Q4 2021 |
755 |
$8.94B |
+$509M |
-$563M |
-$54.7M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
2/15/2022, 08:39 AM |
Q3 2021 |
787 |
$8.59B |
+$1.14B |
-$710M |
+$430M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
11/10/2021, 05:58 PM |
Q2 2021 |
735 |
$8.22B |
+$543M |
-$663M |
-$120M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
8/10/2021, 04:51 PM |
Q1 2021 |
729 |
$7.76B |
+$1.6B |
-$553M |
+$1.05B |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
5/13/2021, 06:02 PM |
Q4 2020 |
645 |
$6.31B |
+$584M |
-$267M |
+$317M |
MSFT, AMZN, GOOG, META, TSLA
|
13F-HR |
2/11/2021, 10:26 AM |
Q3 2020 |
708 |
$6.81B |
+$978M |
-$517M |
+$461M |
AAPL, MSFT, AMZN, HYLB, HYG
|
13F-HR |
11/12/2020, 03:04 PM |
Q2 2020 |
728 |
$6.59B |
+$866M |
-$345M |
+$522M |
AAPL, MSFT, AMZN, HYG, HYDW
|
13F-HR |
8/12/2020, 12:43 PM |
Q1 2020 |
746 |
$5.24B |
+$635M |
-$264M |
+$371M |
MSFT, AAPL, HYG, HYDW, HYUP
|
13F-HR |
5/14/2020, 04:57 PM |
Q4 2019 |
777 |
$6.42B |
+$423M |
-$514M |
-$91.1M |
AAPL, MSFT, HYUP, HYDW, AMZN
|
13F-HR |
2/10/2020, 03:05 PM |
Q3 2019 |
850 |
$6.38B |
+$1.2B |
-$775M |
+$424M |
MSFT, AAPL, HYUP, HYDW, AMZN
|
13F-HR |
11/12/2019, 03:54 PM |
Q2 2019 |
1,086 |
$6.57B |
+$410M |
-$550M |
-$140M |
MSFT, HYUP, HYDW, AMZN, AAPL
|
13F-HR |
8/14/2019, 12:06 PM |
Q1 2019 |
1,055 |
$6.63B |
+$380M |
-$560M |
-$180M |
MSFT, HYUP, HYDW, AAPL, AMZN
|
13F-HR |
5/14/2019, 01:49 PM |
Q4 2018 |
1,057 |
$6.31B |
+$592M |
-$527M |
+$64.4M |
VSS, MSFT, HYLB, HYUP, HYDW
|
13F-HR |
2/12/2019, 03:33 PM |
Q3 2018 |
1,057 |
$7.51B |
+$627M |
-$734M |
-$107M |
VSS, AAPL, MSFT, HYUP, HYLB
|
13F-HR |
11/13/2018, 09:25 AM |
Q2 2018 |
1,067 |
$7.43B |
+$868M |
-$777M |
+$91.4M |
AAPL, MSFT, AMZN, HYLB, VSS
|
13F-HR |
8/10/2018, 05:19 PM |
Q1 2018 |
1,037 |
$7.39B |
+$867M |
-$1.15B |
-$279M |
MSFT, AAPL, HYUP, HYDW, HYLB
|
13F-HR |
5/10/2018, 06:42 PM |
Q4 2017 |
1,034 |
$7.9B |
+$707M |
-$722M |
-$15.2M |
HYG, AAPL, MSFT, HYLB, DXJ
|
13F-HR |
2/9/2018, 11:25 AM |
Q3 2017 |
1,006 |
$7.64B |
+$620M |
-$464M |
+$156M |
HYG, AAPL, MSFT, HYLB, DXJ
|
13F-HR |
11/13/2017, 09:44 AM |
Q2 2017 |
1,004 |
$7.39B |
+$613M |
-$544M |
+$69.3M |
HYG, AAPL, MSFT, HYLB, AMZN
|
13F-HR |
8/14/2017, 03:01 PM |
Q1 2017 |
1,019 |
$7.32B |
+$587M |
-$787M |
-$200M |
HYG, AAPL, HYLB, MSFT, DXJ
|
13F-HR |
5/15/2017, 10:36 AM |
Q4 2016 |
1,010 |
$7.34B |
+$1.03B |
-$1.11B |
-$83.5M |
HYG, AAPL, MSFT, DXJ, HYLB
|
13F-HR |
2/13/2017, 03:42 PM |
Q3 2016 |
964 |
$7.4B |
+$834M |
-$820M |
+$14.5M |
HYG, AAPL, MSFT, SPY, AMZN
|
13F-HR |
11/10/2016, 10:09 AM |
Q2 2016 |
935 |
$7.29B |
+$783M |
-$675M |
+$108M |
HYG, AAPL, VGK, MSFT, JNJ
|
13F-HR |
8/11/2016, 10:49 AM |
Q1 2016 |
955 |
$7.24B |
+$758M |
-$586M |
+$173M |
HYG, AAPL, VGK, DXJ, MSFT
|
13F-HR |
5/12/2016, 10:43 AM |
Q4 2015 |
947 |
$7.23B |
+$750M |
-$579M |
+$171M |
HYG, VGK, AAPL, DXJ, MSFT
|
13F-HR |
2/11/2016, 09:27 AM |
Q3 2015 |
946 |
$7B |
+$561M |
-$390M |
+$172M |
HYG, VGK, AAPL, DXJ, MSFT
|
13F-HR |
11/12/2015, 09:03 AM |
Q2 2015 |
951 |
$7.62B |
+$784M |
-$715M |
+$68.6M |
HYG, AAPL, VGK, DXJ, XOM
|
13F-HR |
8/12/2015, 08:31 AM |
Q1 2015 |
959 |
$7.73B |
+$858M |
-$806M |
+$52.1M |
DXJ, HYG, AAPL, XOM, WFC
|
13F-HR |
5/13/2015, 03:31 PM |
Q4 2014 |
965 |
$7.86B |
+$767M |
-$620M |
+$148M |
HYG, AAPL, XOM, DXJ, MSFT
|
13F-HR |
2/9/2015, 08:56 AM |
Q3 2014 |
977 |
$7.61B |
+$616M |
-$570M |
+$46.6M |
HYG, AAPL, XOM, MSFT, WFC
|
13F-HR |
11/13/2014, 08:59 AM |
Q2 2014 |
1,001 |
$7.78B |
+$1.06B |
-$800M |
+$265M |
HYG, AAPL, XOM, WFC, MSFT
|
13F-HR |
8/14/2014, 12:28 PM |
Q1 2014 |
974 |
$7.6B |
+$677M |
-$772M |
-$95M |
HYG, AAPL, XOM, GOOGLXXXX, MSFT
|
13F-HR |
5/14/2014, 01:04 PM |
Q4 2013 |
972 |
$7.75B |
|
|
|
HYG, AAPL, EMB, XOM, MSFT
|
13F-HR |
2/12/2014, 10:15 AM |