Q4 2024 |
3,488 |
$73.1B |
+$7.8B |
-$3.45B |
+$4.35B |
AAPL, MSFT, IVV, BRKA, AMZN
|
13F-HR |
2/7/2025, 05:12 PM |
Q3 2024 |
3,456 |
$70B |
+$5.37B |
-$3.96B |
+$1.41B |
AAPL, MSFT, IVV, BRKA, SPY
|
13F-HR |
11/14/2024, 11:03 AM |
Q2 2024 |
3,362 |
$64.7B |
+$5.12B |
-$2.23B |
+$2.89B |
AAPL, MSFT, IVV, BRKA, AMZN
|
13F-HR |
8/13/2024, 01:41 PM |
Q1 2024 |
3,256 |
$61.7B |
+$3.44B |
-$5.12B |
-$1.68B |
MSFT, AAPL, BRKA, IVV, SPY
|
13F-HR |
5/6/2024, 12:54 PM |
Q4 2023 |
3,341 |
$59.5B |
+$3.32B |
-$2B |
+$1.33B |
AAPL, MSFT, BRKA, IVV, SPY
|
13F-HR |
2/12/2024, 02:34 PM |
Q3 2023 |
3,555 |
$53.2B |
+$5.57B |
-$1.31B |
+$4.27B |
AAPL, MSFT, BRKA, BRKB, IVV
|
13F-HR |
11/8/2023, 05:09 PM |
Q2 2023 |
3,464 |
$50.8B |
+$3.9B |
-$1.45B |
+$2.46B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
8/14/2023, 09:36 AM |
Q1 2023 |
3,109 |
$45.8B |
+$2.47B |
-$1.8B |
+$667M |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
5/11/2023, 06:19 PM |
Q4 2022 |
3,109 |
$43.7B |
+$5.18B |
-$1.39B |
+$3.79B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
2/8/2023, 08:24 PM |
Q3 2022 |
2,946 |
$37.3B |
+$3B |
-$1.37B |
+$1.62B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
11/9/2022, 01:44 PM |
Q2 2022 |
2,965 |
$38.6B |
+$2.84B |
-$1.66B |
+$1.18B |
AAPL, MSFT, BRKA, SPY, JNJ
|
13F-HR |
8/9/2022, 05:55 PM |
Q1 2022 |
3,094 |
$44.8B |
+$2.99B |
-$1.68B |
+$1.31B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
5/11/2022, 06:44 PM |
Q4 2021 |
3,024 |
$45.5B |
+$6.43B |
-$731M |
+$5.7B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
2/9/2022, 08:01 PM |
Q3 2021 |
2,952 |
$37.3B |
+$4.3B |
-$943M |
+$3.35B |
AAPL, MSFT, BRKA, SPY, IVV
|
13F-HR |
11/12/2021, 10:50 AM |
Q2 2021 |
2,893 |
$34.5B |
+$2.7B |
-$1.78B |
+$918M |
AAPL, BRKA, MSFT, SPY, AMZN
|
13F-HR |
8/6/2021, 12:43 PM |
Q1 2021 |
2,830 |
$31.7B |
+$7.49B |
-$1.21B |
+$6.27B |
AAPL, BRKA, MSFT, SPY, BRKB
|
13F-HR |
5/10/2021, 04:54 PM |
Q4 2020 |
2,396 |
$24B |
+$4.74B |
-$525M |
+$4.21B |
AAPL, BRKA, MSFT, SPY, BRKB
|
13F-HR |
2/9/2021, 08:39 PM |
Q3 2020 |
2,325 |
$20.7B |
+$2.38B |
-$614M |
+$1.76B |
AAPL, BRKA, MSFT, SPY, AMZN
|
13F-HR |
11/13/2020, 12:18 PM |
Q2 2020 |
2,224 |
$18.3B |
+$1.43B |
-$1.02B |
+$405M |
AAPL, BRKA, MSFT, SPY, AMZN
|
13F-HR |
8/10/2020, 09:31 AM |
Q1 2020 |
2,059 |
$15.4B |
+$3.72B |
-$1.24B |
+$2.48B |
BRKA, AAPL, SPY, MSFT, BRKB
|
13F-HR |
5/21/2020, 09:26 AM |
Q4 2019 |
2,132 |
$16.9B |
+$1.2B |
-$542M |
+$653M |
SPY, MSFT, XOM, JNJ, JPM
|
13F-HR |
2/14/2020, 02:07 PM |
Q3 2019 |
2,254 |
$18.4B |
+$2.2B |
-$608M |
+$1.59B |
BRKA, AAPL, SPY, XOM, MSFT
|
13F-HR |
11/12/2019, 10:38 AM |
Q2 2019 |
2,240 |
$16.8B |
+$2.17B |
-$527M |
+$1.64B |
XOM, SPY, AAPL, MSFT, JNJ
|
13F-HR |
8/13/2019, 03:58 PM |
Q1 2019 |
2,153 |
$15B |
+$1.22B |
-$713M |
+$503M |
XOM, SPY, AAPL, MSFT, JNJ
|
13F-HR |
5/15/2019, 04:00 PM |
Q4 2018 |
2,070 |
$13B |
+$2.05B |
-$823M |
+$1.23B |
XOM, SPY, AAPL, MSFT, JNJ
|
13F-HR |
2/14/2019, 03:14 PM |
Q3 2018 |
2,138 |
$13.9B |
+$1.06B |
-$586M |
+$478M |
AAPL, SPY, MSFT, JNJ, BRKB
|
13F-HR |
11/9/2018, 10:21 AM |
Q2 2018 |
2,096 |
$12.7B |
+$1.38B |
-$417M |
+$965M |
AAPL, SPY, MSFT, JNJ, BRKB
|
13F-HR |
8/14/2018, 10:14 AM |
Q1 2018 |
2,040 |
$11.9B |
+$960M |
-$545M |
+$415M |
AAPL, SPY, MSFT, JNJ, BRKB
|
13F-HR |
5/15/2018, 02:27 PM |
Q4 2017 |
2,124 |
$12.2B |
+$658M |
-$640M |
+$17.1M |
AAPL, SPY, MSFT, JNJ, T
|
13F-HR |
2/14/2018, 11:36 AM |
Q3 2017 |
2,108 |
$11.7B |
+$995M |
-$655M |
+$340M |
AAPL, SPY, MSFT, JNJ, T
|
13F-HR |
11/14/2017, 01:11 PM |
Q2 2017 |
2,072 |
$11.2B |
+$1.19B |
-$391M |
+$797M |
AAPL, SPY, MSFT, JNJ, T
|
Restatement |
9/21/2017, 09:08 PM |
Q1 2017 |
1,979 |
$10.4B |
+$1.36B |
-$386M |
+$972M |
AAPL, SPY, MSFT, JNJ, T
|
13F-HR |
5/15/2017, 06:26 PM |
Q4 2016 |
1,867 |
$9.2B |
+$913M |
-$439M |
+$474M |
AAPL, SPY, MSFT, T, JNJ
|
13F-HR |
2/10/2017, 06:59 AM |
Q3 2016 |
1,853 |
$8.63B |
+$1B |
-$353M |
+$651M |
AAPL, SPY, MSFT, JNJ, XOM
|
13F-HR |
11/14/2016, 09:52 AM |
Q2 2016 |
1,704 |
$7.89B |
+$479M |
-$925M |
-$446M |
AAPL, JNJ, XOM, T, MSFT
|
13F-HR |
8/10/2016, 09:50 PM |
Q1 2016 |
1,978 |
$8.63B |
+$1.18B |
-$851M |
+$330M |
AAPL, IWO, MSFT, JNJ, T
|
13F-HR |
5/16/2016, 12:17 PM |
Q4 2015 |
1,981 |
$8.39B |
+$1.42B |
-$609M |
+$809M |
AAPL, SPY, MSFT, JNJ, XOM
|
Restatement |
5/18/2016, 07:01 AM |
Q3 2015 |
1,865 |
$7.55B |
+$2.5B |
-$657M |
+$1.84B |
AAPL, JNJ, MSFT, XOM, T
|
13F-HR |
11/13/2015, 08:44 PM |
Q2 2015 |
1,492 |
$6.23B |
+$1.15B |
-$568M |
+$578M |
SPY, JNJ, MSFT, AGG, XOM
|
13F-HR |
8/10/2015, 09:27 PM |
Q1 2015 |
1,541 |
$6.48B |
+$836M |
-$540M |
+$296M |
SPY, AAPL, JNJ, XOM, MSFT
|
13F-HR |
5/15/2015, 08:37 AM |
Q4 2014 |
1,579 |
$6.53B |
+$952M |
-$284M |
+$668M |
SPY, AAPL, JNJ, MSFT, XOM
|
13F-HR |
2/17/2015, 11:04 AM |
Q3 2014 |
1,520 |
$5.92B |
+$767M |
-$357M |
+$410M |
AAPL, SPY, JNJ, MSFT, XOM
|
13F-HR |
11/14/2014, 07:09 AM |
Q2 2014 |
1,541 |
$5.75B |
+$851M |
-$279M |
+$573M |
AAPL, SPY, JNJ, XOM, MSFT
|
13F-HR |
8/13/2014, 05:02 PM |
Q1 2014 |
1,454 |
$5.11B |
+$716M |
-$330M |
+$386M |
AAPL, SPY, JNJ, XOM, MSFT
|
13F-HR |
5/15/2014, 02:11 PM |
Q4 2013 |
1,477 |
$4.86B |
|
|
|
SPY, AAPL, XOM, JNJ, UPS
|
13F-HR |
2/14/2014, 04:13 PM |