Q4 2024 |
|
|
|
|
|
|
13F-NT |
2/6/2025, 04:15 PM |
Q3 2024 |
3,408 |
$75B |
+$4.41B |
-$3.07B |
+$1.34B |
AAPL, MSFT, IVV, VOO, SPY
|
13F-HR |
10/18/2024, 11:32 AM |
Q2 2024 |
3,378 |
$70.3B |
+$4.91B |
-$1.56B |
+$3.34B |
AAPL, MSFT, IVV, VOO, NVDA
|
13F-HR |
7/19/2024, 01:28 PM |
Q1 2024 |
3,345 |
$67.3B |
+$4.2B |
-$2.62B |
+$1.58B |
MSFT, AAPL, VOO, IVV, SPY
|
13F-HR |
4/22/2024, 10:49 AM |
Q4 2023 |
3,276 |
$61.5B |
+$3.69B |
-$2.74B |
+$952M |
AAPL, MSFT, VOO, IVV, QQQ
|
13F-HR |
1/16/2024, 01:29 PM |
Q3 2023 |
3,243 |
$55.1B |
+$2.54B |
-$1.8B |
+$732M |
AAPL, MSFT, VOO, IVV, QQQ
|
13F-HR |
10/24/2023, 10:26 AM |
Q2 2023 |
3,228 |
$56.7B |
+$3.19B |
-$1.98B |
+$1.21B |
AAPL, MSFT, VOO, IVV, QQQ
|
13F-HR |
7/25/2023, 02:51 PM |
Q1 2023 |
3,245 |
$52.8B |
+$3.38B |
-$2.41B |
+$970M |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
4/14/2023, 03:29 PM |
Q4 2022 |
3,201 |
$49.7B |
+$3.28B |
-$1.82B |
+$1.46B |
AAPL, VOO, MSFT, IVV, SPY
|
13F-HR |
2/8/2023, 03:30 PM |
Q3 2022 |
3,199 |
$44.9B |
+$3.43B |
-$1.41B |
+$2.02B |
AAPL, VOO, MSFT, IVV, SPY
|
13F-HR |
10/25/2022, 10:44 AM |
Q2 2022 |
3,177 |
$45.9B |
+$3.4B |
-$2.2B |
+$1.2B |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
8/12/2022, 02:15 PM |
Q1 2022 |
3,246 |
$52.9B |
+$4.37B |
-$2.1B |
+$2.28B |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
5/11/2022, 10:55 AM |
Q4 2021 |
3,233 |
$53.5B |
+$2.68B |
-$2.03B |
+$654M |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
2/8/2022, 02:49 PM |
Q3 2021 |
3,226 |
$49.4B |
+$2.82B |
-$1.64B |
+$1.18B |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
11/2/2021, 02:23 PM |
Q2 2021 |
3,230 |
$49B |
+$3.75B |
-$1.58B |
+$2.17B |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
8/11/2021, 11:02 AM |
Q1 2021 |
3,123 |
$44.3B |
+$4.04B |
-$1.79B |
+$2.25B |
AAPL, MSFT, VOO, IVV, SPY
|
13F-HR |
5/14/2021, 02:39 PM |
Q4 2020 |
2,939 |
$40B |
+$3.28B |
-$1.75B |
+$1.53B |
AAPL, MSFT, VOO, SPY, IVV
|
13F-HR |
2/12/2021, 01:32 PM |
Q3 2020 |
2,822 |
$35B |
+$3.51B |
-$1.2B |
+$2.3B |
AAPL, MSFT, USMV, VOO, QQQ
|
13F-HR |
11/4/2020, 08:54 AM |
Q2 2020 |
2,765 |
$31.5B |
+$5.84B |
-$1.21B |
+$4.62B |
AAPL, MSFT, USMV, VOO, QQQ
|
13F-HR |
7/17/2020, 11:45 AM |
Q1 2020 |
2,383 |
$22.9B |
+$1.97B |
-$1.6B |
+$379M |
AAPL, MSFT, USMV, SPY, VOO
|
13F-HR |
4/21/2020, 04:12 PM |
Q4 2019 |
2,803 |
$31.2B |
+$2.78B |
-$796M |
+$1.99B |
AAPL, USMV, MSFT, VOO, SPY
|
13F-HR |
2/12/2020, 11:52 AM |
Q3 2019 |
2,753 |
$27.5B |
+$2.43B |
-$856M |
+$1.58B |
USMV, AAPL, MSFT, VOO, SPY
|
13F-HR |
11/7/2019, 09:25 AM |
Q2 2019 |
2,789 |
$26B |
+$2.2B |
-$807M |
+$1.39B |
AAPL, MSFT, USMV, VOO, SPY
|
13F-HR |
8/6/2019, 10:47 AM |
Q1 2019 |
2,752 |
$24.1B |
+$3.74B |
-$830M |
+$2.91B |
AAPL, MSFT, VOO, SPY, MGPI
|
13F-HR |
5/6/2019, 05:02 PM |
Q4 2018 |
2,538 |
$19B |
+$2.55B |
-$1.09B |
+$1.46B |
AAPL, VOO, SPY, MSFT, IEFA
|
13F-HR |
2/11/2019, 03:24 PM |
Q3 2018 |
2,767 |
$22.1B |
+$2.11B |
-$531M |
+$1.58B |
AAPL, VOO, MSFT, SPY, MGPI
|
13F-HR |
11/14/2018, 02:08 PM |
Q2 2018 |
2,734 |
$19.6B |
+$3.38B |
-$458M |
+$2.92B |
AAPL, MGPI, SPY, MSFT, VOO
|
13F-HR |
7/30/2018, 04:01 PM |
Q1 2018 |
2,509 |
$17.4B |
+$2.9B |
-$467M |
+$2.43B |
MGPI, AAPL, SPY, MSFT, VOO
|
13F-HR |
4/16/2018, 04:41 PM |
Q4 2017 |
2,495 |
$16B |
+$1.52B |
-$626M |
+$894M |
MGPI, AAPL, MSFT, VOO, RSPXXXX
|
13F-HR |
2/9/2018, 02:10 PM |
Q3 2017 |
2,513 |
$15.6B |
+$1.2B |
-$439M |
+$758M |
AAPL, MGPI, SPY, RSPXXXX, MSFT
|
13F-HR |
10/26/2017, 11:13 AM |
Q2 2017 |
2,476 |
$14.4B |
+$1.49B |
-$283M |
+$1.2B |
AAPL, SPY, MGPI, RSPXXXX, MSFT
|
13F-HR |
8/15/2017, 11:40 AM |
Q1 2017 |
2,383 |
$13.1B |
+$1.38B |
-$555M |
+$823M |
AAPL, MGPI, SPY, RSPXXXX, MSFT
|
13F-HR |
5/9/2017, 04:09 PM |
Q4 2016 |
2,309 |
$11.9B |
+$1.53B |
-$937M |
+$592M |
MGPI, AAPL, SPY, RSPXXXX, MSFT
|
13F-HR |
2/9/2017, 10:58 AM |
Q3 2016 |
2,258 |
$11.2B |
+$1.23B |
-$490M |
+$739M |
AAPL, MGPI, USMV, SPY, MSFT
|
13F-HR |
11/14/2016, 03:50 PM |
Q2 2016 |
2,230 |
$10.3B |
+$1.93B |
-$422M |
+$1.51B |
USMV, AAPL, SPY, MSFT, T
|
13F-HR |
8/12/2016, 02:45 PM |
Q1 2016 |
2,031 |
$8.69B |
+$1.49B |
-$722M |
+$766M |
AAPL, SPY, USMV, MSFT, T
|
Restatement |
8/12/2016, 02:56 PM |
Q4 2015 |
1,569 |
$8.54B |
+$2.7B |
-$216M |
+$2.48B |
SPY, AAPL, FV, MSFT, DBEF
|
13F-HR |
2/16/2016, 03:17 PM |
Q3 2015 |
1,363 |
$5.97B |
+$4.75B |
-$7.77M |
+$4.74B |
AAPL, SPY, DBEF, RSPXXXX, JNJ
|
13F-HR |
11/16/2015, 04:36 PM |
Q2 2015 |
614 |
$1.4B |
+$659M |
-$599M |
+$60.4M |
AAPL, SHY, VTI, PDPXXXX, BRKB
|
13F-HR |
8/14/2015, 12:38 PM |
Q1 2015 |
557 |
$2.05B |
+$208M |
-$50.9M |
+$157M |
RSPXXXX, SPY, VIG, VTI, USMV
|
13F-HR |
5/14/2015, 02:18 PM |
Q4 2014 |
556 |
$1.93B |
+$224M |
-$110M |
+$114M |
RSPXXXX, SPY, VIG, TIP, SDY
|
13F-HR |
2/12/2015, 10:35 AM |
Q3 2014 |
548 |
$1.85B |
+$282M |
-$47.4M |
+$234M |
RSPXXXX, SPY, VIG, TIP, EFA
|
13F-HR |
11/17/2014, 10:36 AM |
Q2 2014 |
505 |
$1.68B |
+$138M |
-$34.8M |
+$103M |
RSPXXXX, SPY, VIG, TIP, SDY
|
13F-HR |
8/14/2014, 11:34 AM |
Q1 2014 |
519 |
$1.7B |
+$155M |
-$69.3M |
+$85.3M |
RSPXXXX, SPY, VIG, TIP, EFA
|
13F-HR |
5/8/2014, 01:37 PM |
Q4 2013 |
504 |
$1.63B |
|
|
|
RSPXXXX, SPY, VIG, TIP, EFA
|
13F-HR |
2/3/2014, 09:42 AM |