Q4 2024 |
1,540 |
$24.8B |
+$760M |
-$491M |
+$269M |
AAPL, NVDA, MSFT, AMZN, VTI
|
13F-HR |
1/31/2025, 10:24 AM |
Q3 2024 |
1,529 |
$24.3B |
+$1.12B |
-$877M |
+$248M |
AAPL, MSFT, NVDA, AMZN, IEFA
|
13F-HR |
11/4/2024, 02:38 PM |
Q2 2024 |
1,515 |
$22.9B |
+$2.2B |
-$11.6B |
-$9.4B |
MSFT, AAPL, NVDA, VTI, AMZN
|
13F-HR |
8/7/2024, 02:49 PM |
Q1 2024 |
1,544 |
$33.1B |
+$1.31B |
-$505M |
+$806M |
MSFT, AAPL, NVDA, AMZN, IEFA
|
13F-HR |
5/2/2024, 09:12 AM |
Q4 2023 |
1,548 |
$29.8B |
+$386M |
-$1.45B |
-$1.07B |
AAPL, MSFT, AMZN, NVDA, IEFA
|
13F-HR |
2/2/2024, 10:36 AM |
Q3 2023 |
1,693 |
$27.8B |
+$489M |
-$1.24B |
-$755M |
AAPL, MSFT, AMZN, IEFA, NVDA
|
13F-HR |
11/8/2023, 02:44 PM |
Q2 2023 |
1,637 |
$29.6B |
+$575M |
-$405M |
+$170M |
AAPL, MSFT, AMZN, IEFA, NVDA
|
13F-HR |
8/2/2023, 11:41 AM |
Q1 2023 |
1,708 |
$28B |
+$704M |
-$654M |
+$49.1M |
AAPL, MSFT, IEFA, AMZN, NVDA
|
13F-HR |
4/26/2023, 02:51 PM |
Q4 2022 |
1,678 |
$26.5B |
+$828M |
-$448M |
+$379M |
AAPL, MSFT, IEFA, AMZN, JNK
|
13F-HR |
2/1/2023, 02:47 PM |
Q3 2022 |
1,677 |
$24.7B |
+$1.65B |
-$404M |
+$1.24B |
AAPL, MSFT, AMZN, IEFA, TSLA
|
13F-HR |
10/28/2022, 03:51 PM |
Q2 2022 |
1,685 |
$26.3B |
+$1.4B |
-$317M |
+$1.08B |
AAPL, MSFT, AMZN, IEFA, GOOGL
|
13F-HR |
8/4/2022, 04:01 PM |
Q1 2022 |
1,696 |
$31.4B |
+$635M |
-$307M |
+$328M |
AAPL, MSFT, AMZN, IEFA, TSLA
|
13F-HR |
5/3/2022, 03:02 PM |
Q4 2021 |
1,748 |
$34.6B |
+$705M |
-$557M |
+$148M |
AAPL, MSFT, AMZN, IEFA, VOO
|
13F-HR |
1/31/2022, 10:51 AM |
Q3 2021 |
1,728 |
$32.3B |
+$3.55B |
-$1.38B |
+$2.17B |
AAPL, MSFT, AMZN, IEFA, VTI
|
13F-HR |
10/27/2021, 02:58 PM |
Q2 2021 |
1,773 |
$30.5B |
+$1.54B |
-$1.57B |
-$33.7M |
AAPL, MSFT, AMZN, GOOG, IEFA
|
13F-HR |
7/23/2021, 09:34 AM |
Q1 2021 |
1,691 |
$28.5B |
+$570M |
-$1.87B |
-$1.3B |
AAPL, MSFT, AMZN, GOOG, IEFA
|
13F-HR |
4/27/2021, 08:30 AM |
Q4 2020 |
1,589 |
$28.3B |
+$1.21B |
-$1.4B |
-$190M |
AAPL, MSFT, AMZN, IEFA, GOOG
|
13F-HR |
2/3/2021, 01:15 PM |
Q3 2020 |
1,597 |
$25.2B |
+$1.67B |
-$1.16B |
+$510M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
10/27/2020, 10:01 AM |
Q2 2020 |
1,604 |
$24B |
+$977M |
-$1.6B |
-$623M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
8/4/2020, 09:22 AM |
Q1 2020 |
1,587 |
$20.6B |
+$153M |
-$58M |
+$95.4M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
6/19/2020, 04:20 PM |
Q4 2019 |
1,599 |
$26.5B |
+$692M |
-$1.71B |
-$1.01B |
AAPL, MSFT, GOOG, AMZN, META
|
13F-HR |
1/31/2020, 08:52 AM |
Q3 2019 |
1,592 |
$25.9B |
+$7.29B |
-$7.32B |
-$25.4M |
AAPL, MSFT, GOOG, AMZN, META
|
13F-HR |
10/23/2019, 03:48 PM |
Q2 2019 |
919 |
$26.9B |
+$1.19B |
-$823M |
+$370M |
MSFT, AMZN, AAPL, GOOG, T
|
13F-HR |
7/22/2019, 12:56 PM |
Q1 2019 |
906 |
$26.7B |
+$1.61B |
-$1.22B |
+$391M |
MSFT, AMZN, GOOG, AAPL, VTI
|
13F-HR |
5/2/2019, 11:58 AM |
Q4 2018 |
914 |
$23.4B |
+$2.14B |
-$1.01B |
+$1.13B |
MSFT, AMZN, GOOG, AAPL, VTI
|
13F-HR |
1/25/2019, 10:39 AM |
Q3 2018 |
923 |
$27.1B |
+$1.71B |
-$2.17B |
-$461M |
AMZN, MSFT, AAPL, GOOG, JPM
|
13F-HR |
10/15/2018, 11:21 AM |
Q2 2018 |
957 |
$26.5B |
+$1.97B |
-$1.52B |
+$458M |
AMZN, MSFT, AAPL, GOOG, META
|
13F-HR |
7/30/2018, 11:30 AM |
Q1 2018 |
948 |
$26B |
+$2.09B |
-$1.74B |
+$353M |
MSFT, AMZN, AAPL, GOOG, JPM
|
13F-HR |
5/8/2018, 10:11 AM |
Q4 2017 |
934 |
$26.4B |
+$2.27B |
-$1.65B |
+$622M |
AAPL, MSFT, GOOG, AMZN, META
|
13F-HR |
2/6/2018, 09:29 AM |
Q3 2017 |
944 |
$25B |
+$1.95B |
-$1.45B |
+$504M |
AAPL, MSFT, GOOG, AMZN, META
|
13F-HR |
10/25/2017, 01:14 PM |
Q2 2017 |
938 |
$24.3B |
+$2.01B |
-$1.83B |
+$178M |
AAPL, MSFT, GOOG, META, AMZN
|
13F-HR |
7/28/2017, 11:06 AM |
Q1 2017 |
935 |
$24B |
+$1.84B |
-$2.06B |
-$226M |
AAPL, GOOG, MSFT, META, AMZN
|
13F-HR |
4/26/2017, 01:03 PM |
Q4 2016 |
934 |
$23.3B |
+$2.17B |
-$2.15B |
+$23M |
AAPL, GOOG, MSFT, META, XOM
|
13F-HR |
1/26/2017, 10:24 AM |
Q3 2016 |
928 |
$23.2B |
+$2.31B |
-$1.26B |
+$1.05B |
AAPL, GOOG, MSFT, META, DIS
|
13F-HR |
10/21/2016, 02:37 PM |
Q2 2016 |
943 |
$22B |
+$1.81B |
-$1.84B |
-$28.6M |
AAPL, GOOG, MSFT, DIS, XOM
|
13F-HR |
8/2/2016, 11:51 AM |
Q1 2016 |
950 |
$22.2B |
+$2.18B |
-$2.24B |
-$58.5M |
AAPL, GOOG, MSFT, DIS, META
|
13F-HR |
4/28/2016, 02:02 PM |
Q4 2015 |
981 |
$23.7B |
|
|
|
AAPL, MSFT, GOOG, DIS, EFA
|
New Holdings |
2/18/2016, 01:33 PM |
Q4 2015 |
981 |
$23.7B |
+$2.84B |
-$2.66B |
+$187M |
AAPL, MSFT, GOOG, DIS, EFA
|
13F-HR |
2/10/2016, 07:31 AM |
Q3 2015 |
951 |
$23.5B |
+$2.65B |
-$1.71B |
+$947M |
AAPL, MSFT, DIS, WFC, JPM
|
13F-HR |
11/2/2015, 01:47 PM |
Q2 2015 |
931 |
$26B |
+$3.63B |
-$2.43B |
+$1.2B |
AAPL, MSFT, VWO, DIS, WFC
|
13F-HR |
8/6/2015, 01:49 PM |
Q1 2015 |
932 |
$25.6B |
+$2.39B |
-$1.9B |
+$486M |
EEM, AAPL, MSFT, DIS, WFC
|
13F-HR |
5/14/2015, 03:30 PM |
Q4 2014 |
949 |
$25.9B |
+$2.57B |
-$2.11B |
+$454M |
EEM, AAPL, MSFT, WFC, DIS
|
13F-HR |
2/12/2015, 12:46 PM |
Q3 2014 |
921 |
$25.3B |
+$2.25B |
-$1.42B |
+$826M |
EEM, AAPL, MSFT, XOM, EFA
|
13F-HR |
11/3/2014, 11:43 AM |
Q2 2014 |
909 |
$25.1B |
+$22.1B |
-$178M |
+$22B |
EEM, AAPL, EFA, XOM, MSFT
|
13F-HR |
8/11/2014, 09:31 AM |
Q1 2014 |
57 |
$3.17B |
|
|
|
EEM, EFA, IEMG, EWY, VWO
|
13F-HR |
5/5/2014, 03:53 PM |
Q4 2013 |
45 |
$3.55M |
|
|
|
|
13F-HR |
2/7/2014, 01:38 PM |