Q4 2024 |
3,460 |
$29.9B |
+$2.23B |
-$1.47B |
+$754M |
AAPL, VOO, NVDA, QQQ, IVV
|
13F-HR |
2/14/2025, 07:58 AM |
Q3 2024 |
3,408 |
$29.4B |
+$2.17B |
-$1.17B |
+$1B |
AAPL, VOO, NVDA, QQQ, IVV
|
13F-HR |
10/28/2024, 11:01 AM |
Q2 2024 |
3,308 |
$27.1B |
+$2.46B |
-$1.28B |
+$1.18B |
AAPL, VOO, NVDA, QQQ, IVV
|
13F-HR |
7/26/2024, 09:39 AM |
Q1 2024 |
3,269 |
$26B |
+$2.03B |
-$1.07B |
+$953M |
VOO, AAPL, QQQ, IVV, NVDA
|
13F-HR |
4/24/2024, 12:58 PM |
Q4 2023 |
3,175 |
$23.5B |
+$1.68B |
-$1.64B |
+$38.1M |
AAPL, VOO, QQQ, IVV, MSFT
|
13F-HR |
2/9/2024, 03:32 PM |
Q3 2023 |
3,120 |
$21.4B |
+$1.55B |
-$1.12B |
+$431M |
AAPL, VOO, IVV, QQQ, MSFT
|
13F-HR |
10/24/2023, 07:51 AM |
Q2 2023 |
3,160 |
$21.9B |
+$1.7B |
-$1.07B |
+$633M |
AAPL, VOO, IVV, QQQ, MSFT
|
13F-HR |
7/13/2023, 09:36 AM |
Q1 2023 |
3,143 |
$20.4B |
+$1.5B |
-$1.3B |
+$197M |
AAPL, VOO, IVV, VXUS, QQQ
|
13F-HR |
5/11/2023, 11:29 AM |
Q4 2022 |
3,096 |
$19.3B |
+$1.49B |
-$865M |
+$628M |
AAPL, VOO, IVV, VXUS, QQQ
|
13F-HR |
2/8/2023, 10:39 AM |
Q3 2022 |
3,039 |
$17.7B |
+$1.49B |
-$951M |
+$542M |
AAPL, VOO, IVV, VXUS, QQQ
|
13F-HR |
10/17/2022, 10:15 AM |
Q2 2022 |
3,032 |
$18.5B |
+$1.69B |
-$1.33B |
+$358M |
AAPL, VOO, VXUS, IVV, MSFT
|
13F-HR |
7/13/2022, 11:18 AM |
Q1 2022 |
3,147 |
$21.7B |
+$1.9B |
-$1.21B |
+$691M |
AAPL, VOO, QQQ, VXUS, IVV
|
13F-HR |
5/11/2022, 06:04 PM |
Q4 2021 |
3,156 |
$22.3B |
+$1.65B |
-$734M |
+$915M |
AAPL, VOO, QQQ, VXUS, IVV
|
13F-HR |
2/3/2022, 02:30 PM |
Q3 2021 |
3,083 |
$20.3B |
+$1.26B |
-$1.5B |
-$245M |
VOO, AAPL, VXUS, QQQ, VTI
|
13F-HR |
11/2/2021, 04:16 PM |
Q2 2021 |
3,083 |
$20.9B |
+$2.32B |
-$836M |
+$1.48B |
VOO, AAPL, VXUS, QQQ, AMZN
|
13F-HR |
8/10/2021, 02:35 PM |
Q1 2021 |
2,861 |
$18.4B |
+$1.88B |
-$1.23B |
+$649M |
VOO, AAPL, VXUS, QQQ, AMZN
|
13F-HR |
5/7/2021, 02:20 PM |
Q4 2020 |
2,697 |
$17.1B |
+$1.77B |
-$866M |
+$899M |
AAPL, VOO, VXUS, QQQ, AMZN
|
13F-HR |
2/4/2021, 08:31 AM |
Q3 2020 |
2,506 |
$14.8B |
+$1.91B |
-$770M |
+$1.14B |
AAPL, VOO, QQQ, AMZN, VXUS
|
13F-HR |
10/29/2020, 01:24 PM |
Q2 2020 |
2,448 |
$13.3B |
+$1.9B |
-$657M |
+$1.24B |
VOO, AAPL, VXUS, AMZN, QQQ
|
13F-HR |
7/27/2020, 03:16 PM |
Q1 2020 |
2,263 |
$10.4B |
+$1.13B |
-$1.14B |
-$12.6M |
VOO, AAPL, VXUS, IVV, AMZN
|
13F-HR |
5/8/2020, 10:03 AM |
Q4 2019 |
2,399 |
$12.9B |
+$1.32B |
-$379M |
+$940M |
VOO, AAPL, VXUS, IVV, VTI
|
13F-HR |
2/4/2020, 10:35 AM |
Q3 2019 |
2,332 |
$11.4B |
+$924M |
-$450M |
+$474M |
VOO, VXUS, AAPL, IVV, VTI
|
Restatement |
11/6/2019, 02:30 PM |
Q2 2019 |
2,194 |
$10.9B |
+$927M |
-$573M |
+$354M |
VOO, VXUS, AAPL, IVV, VTI
|
13F-HR |
8/15/2019, 01:48 PM |
Q1 2019 |
2,268 |
$10.4B |
+$1.12B |
-$580M |
+$545M |
VOO, VXUS, AAPL, IVV, VTI
|
13F-HR |
5/8/2019, 04:21 PM |
Q4 2018 |
2,137 |
$9.04B |
+$864M |
-$779M |
+$84.6M |
VOO, VXUS, AAPL, IVV, BNDX
|
13F-HR |
2/5/2019, 07:48 AM |
Q3 2018 |
2,223 |
$10.5B |
+$1.14B |
-$449M |
+$688M |
VOO, VXUS, AAPL, IVV, VTI
|
13F-HR |
11/2/2018, 02:03 PM |
Q2 2018 |
2,191 |
$9.47B |
+$1.45B |
-$430M |
+$1.02B |
VOO, VXUS, AAPL, BNDX, IVV
|
13F-HR |
8/10/2018, 11:14 AM |
Q1 2018 |
2,131 |
$8.86B |
+$1.02B |
-$419M |
+$600M |
VOO, VXUS, AAPL, IVV, BNDX
|
13F-HR |
5/9/2018, 11:40 AM |
Q4 2017 |
2,098 |
$8.5B |
+$1.06B |
-$237M |
+$828M |
VOO, VXUS, IVV, AAPL, BNDX
|
13F-HR |
2/22/2018, 04:28 PM |
Q3 2017 |
1,990 |
$7.44B |
+$734M |
-$233M |
+$501M |
VOO, VXUS, IVV, AAPL, BNDX
|
13F-HR |
11/7/2017, 11:04 AM |
Q2 2017 |
1,925 |
$6.8B |
+$1.08B |
-$193M |
+$885M |
VOO, VXUS, IVV, AAPL, BNDX
|
13F-HR |
8/8/2017, 08:44 AM |
Q1 2017 |
1,762 |
$5.85B |
+$625M |
-$235M |
+$390M |
VOO, VXUS, IVV, BNDX, BND
|
13F-HR |
5/12/2017, 01:30 PM |
Q4 2016 |
1,659 |
$5.33B |
+$626M |
-$311M |
+$315M |
VOO, VXUS, IVV, BNDX, BSV
|
13F-HR |
2/13/2017, 01:49 PM |
Q3 2016 |
1,735 |
$5.37B |
+$855M |
-$198M |
+$657M |
VOO, VXUS, IVV, AAPL, BNDX
|
13F-HR |
11/14/2016, 08:24 AM |
Q2 2016 |
1,551 |
$4.71B |
+$649M |
-$163M |
+$485M |
VOO, VXUS, IVV, BND, BNDX
|
13F-HR |
8/4/2016, 11:02 AM |
Q1 2016 |
1,599 |
$4.42B |
+$484M |
-$308M |
+$176M |
VOO, VXUS, IVV, AAPL, BND
|
13F-HR |
5/3/2016, 09:56 AM |
Q4 2015 |
1,573 |
$4.22B |
+$859M |
-$174M |
+$685M |
VOO, VXUS, IVV, AAPL, SPY
|
13F-HR |
2/10/2016, 08:07 AM |
Q3 2015 |
1,434 |
$3.48B |
+$717M |
-$271M |
+$446M |
VOO, VXUS, IVV, BND, BNDX
|
Restatement |
11/20/2015, 09:54 AM |
Q2 2015 |
1,445 |
$3.62B |
+$351M |
-$163M |
+$187M |
IVV, BND, AAPL, VTI, VXUS
|
13F-HR |
7/29/2015, 09:35 AM |
Q1 2015 |
1,410 |
$3.51B |
+$450M |
-$157M |
+$293M |
IVV, BND, AAPL, SPY, VTI
|
13F-HR |
5/4/2015, 03:26 PM |
Q4 2014 |
1,362 |
$3.23B |
+$413M |
-$259M |
+$155M |
IVV, BND, VTI, AAPL, SPY
|
13F-HR |
2/6/2015, 10:16 AM |
Q3 2014 |
1,462 |
$3.39B |
+$741M |
-$126M |
+$615M |
VOO, IVV, AAPL, XOM, VWO
|
13F-HR |
11/5/2014, 09:37 AM |
Q2 2014 |
1,333 |
$2.86B |
+$305M |
-$119M |
+$186M |
IVV, XOM, VWO, AAPL, SPY
|
13F-HR |
7/25/2014, 03:20 PM |
Q1 2014 |
1,290 |
$2.64B |
+$296M |
-$89.1M |
+$206M |
IVV, XOM, VWO, SPY, VTI
|
13F-HR |
4/29/2014, 01:12 PM |
Q4 2013 |
1,230 |
$2.44B |
|
|
|
IVV, SPY, XOM, VWO, VTI
|
13F-HR |
1/24/2014, 09:09 AM |