Q4 2024 |
2,249 |
$17.8B |
+$2.33B |
-$628M |
+$1.7B |
VTI, AAPL, IVV, SPY, NVDA
|
13F-HR |
1/31/2025, 07:52 PM |
Q3 2024 |
2,388 |
$16.1B |
+$1.04B |
-$631M |
+$414M |
AAPL, VTI, SPY, NVDA, SPLG
|
13F-HR |
10/22/2024, 10:43 AM |
Q2 2024 |
2,319 |
$14.9B |
+$1.45B |
-$454M |
+$998M |
AAPL, VTI, SPY, MSFT, NVDA
|
13F-HR |
8/5/2024, 05:17 PM |
Q1 2024 |
2,260 |
$13.9B |
+$909M |
-$690M |
+$219M |
AAPL, VTI, SPY, MSFT, QQQ
|
13F-HR |
4/30/2024, 03:05 PM |
Q4 2023 |
2,211 |
$12.9B |
+$1.05B |
-$417M |
+$631M |
AAPL, VTI, SPY, SPLG, QQQ
|
13F-HR |
2/6/2024, 05:16 PM |
Q3 2023 |
2,140 |
$11.1B |
+$687M |
-$501M |
+$187M |
AAPL, VTI, SPY, SPLG, QQQ
|
13F-HR |
11/2/2023, 09:22 PM |
Q2 2023 |
1,994 |
$11.5B |
+$920M |
-$442M |
+$478M |
AAPL, VTI, SPY, QQQ, SPLG
|
13F-HR |
8/9/2023, 06:42 PM |
Q1 2023 |
1,959 |
$10.5B |
|
|
|
AAPL, VTI, SPY, MSFT, QQQ
|
13F-HR |
5/10/2023, 05:25 PM |
Q4 2022 |
908 |
$1.62B |
|
|
|
JHMM, SPGM, FNDX, FIXD, FV
|
13F-HR |
1/18/2023, 04:29 PM |
Q3 2022 |
1,901 |
$8.68B |
+$620M |
-$2.18B |
-$1.56B |
AAPL, SPY, VTI, SPLG, QQQ
|
13F-HR |
10/14/2022, 05:19 PM |
Q2 2022 |
2,103 |
$11.2B |
+$1.18B |
-$870M |
+$308M |
AAPL, SPY, VTI, MSFT, QQQ
|
13F-HR |
7/13/2022, 01:26 PM |
Q1 2022 |
2,083 |
$13B |
+$1.15B |
-$533M |
+$618M |
AAPL, SPY, VTI, QQQ, MSFT
|
Restatement |
5/11/2022, 06:57 PM |
Q4 2021 |
2,107 |
$13.3B |
+$503M |
-$3.94B |
-$3.44B |
AAPL, SPY, QQQ, VTI, MSFT
|
13F-HR |
2/10/2022, 03:15 PM |
Q3 2021 |
2,005 |
$15.7B |
+$4.73B |
-$233M |
+$4.5B |
AAPL, SPY, VV, MSFT, QQQ
|
13F-HR |
10/14/2021, 05:16 PM |
Q2 2021 |
1,963 |
$11.4B |
+$907M |
-$564M |
+$343M |
AAPL, SPY, VTI, QQQ, MSFT
|
13F-HR |
8/12/2021, 04:53 PM |
Q1 2021 |
1,873 |
$10.5B |
+$1.14B |
-$604M |
+$536M |
AAPL, SPY, VV, VTI, QQQ
|
13F-HR |
4/21/2021, 05:46 PM |
Q4 2020 |
1,746 |
$9.57B |
+$1.49B |
-$416M |
+$1.07B |
AAPL, SPY, QQQ, VTI, AMZN
|
13F-HR |
4/1/2021, 01:44 PM |
Q3 2020 |
1,520 |
$7.29B |
+$507M |
-$255M |
+$252M |
SPY, QQQ, AMZN, VTI, MSFT
|
13F-HR |
10/30/2020, 05:49 PM |
Q2 2020 |
3,668 |
$7.15B |
+$1.16B |
-$383M |
+$779M |
AAPL, SPY, QQQ, VTI, AMZN
|
13F-HR |
8/17/2020, 11:33 AM |
Q1 2020 |
1,410 |
$5.44B |
+$841M |
-$461M |
+$380M |
VTI, SPY, AAPL, VOO, QQQ
|
13F-HR |
5/12/2020, 04:28 PM |
Q4 2019 |
1,614 |
$6.41B |
+$571M |
-$667M |
-$96.1M |
AAPL, VTI, SPY, IVV, QQQ
|
13F-HR |
2/7/2020, 04:43 PM |
Q3 2019 |
1,637 |
$6.42B |
+$1.3B |
-$927M |
+$378M |
VTI, SPY, AAPL, IVV, QQQ
|
13F-HR |
11/13/2019, 08:29 AM |
Q2 2019 |
1,646 |
$5.52B |
+$813M |
-$404M |
+$408M |
VTI, SPY, AAPL, QQQ, IVV
|
13F-HR |
8/14/2019, 09:42 AM |
Q1 2019 |
1,528 |
$5.06B |
+$822M |
-$203M |
+$618M |
VTI, SPY, AAPL, BND, IJH
|
13F-HR |
5/13/2019, 11:36 AM |
Q4 2018 |
1,348 |
$4.15B |
+$522M |
-$388M |
+$134M |
VTI, SPY, AAPL, QQQ, IJR
|
13F-HR |
2/8/2019, 05:16 PM |
Q3 2018 |
1,580 |
$4.87B |
+$2.18B |
-$3.97B |
-$1.78B |
VTI, AAPL, SPY, QQQ, IJR
|
13F-HR |
11/1/2018, 04:16 PM |
Q2 2018 |
1,297 |
$6.09B |
+$4.27B |
-$572M |
+$3.7B |
GOOG, AAPL, AMZN, BRKB, GOOGL
|
13F-HR |
8/9/2018, 03:42 PM |
Q1 2018 |
1,148 |
$2.54B |
+$718M |
-$338M |
+$379M |
VTI, SPY, AAPL, QQQXXXX, IJR
|
13F-HR |
5/9/2018, 11:14 AM |
Q4 2017 |
1,172 |
$2.36B |
+$32.1M |
-$1.79B |
-$1.75B |
VTI, AAPL, SPY, BND, QQQXXXX
|
13F-HR |
2/7/2018, 11:56 AM |
Q3 2017 |
1,455 |
$4.04B |
+$343M |
-$105M |
+$238M |
VTI, AAPL, SPY, IJH, QQQXXXX
|
13F-HR |
11/13/2017, 04:12 PM |
Q2 2017 |
1,373 |
$3.69B |
+$311M |
-$654M |
-$343M |
VTI, AAPL, SPY, IJH, BND
|
13F-HR |
8/10/2017, 08:03 AM |
Q1 2017 |
1,257 |
$3.12B |
+$473M |
-$112M |
+$361M |
VTI, AAPL, SPY, IJH, QQQXXXX
|
13F-HR |
5/10/2017, 07:24 AM |
Q4 2016 |
1,271 |
$3.05B |
+$653M |
-$92.8M |
+$561M |
VTI, SPY, AAPL, QQQXXXX, BND
|
13F-HR |
2/9/2017, 04:11 PM |
Q3 2016 |
1,127 |
$2.45B |
+$204M |
-$195M |
+$8.96M |
VTI, AAPL, SPY, QQQXXXX, BND
|
13F-HR |
11/10/2016, 02:23 PM |
Q2 2016 |
1,111 |
$2.47B |
+$486M |
-$86.1M |
+$400M |
VTI, SPY, AAPL, BND, QQQXXXX
|
13F-HR |
8/9/2016, 02:38 PM |
Q1 2016 |
980 |
$2.03B |
+$261M |
-$241M |
+$19.9M |
VTI, AAPL, SPY, QQQXXXX, BND
|
13F-HR |
5/13/2016, 08:27 AM |
Q4 2015 |
1,100 |
$2.09B |
+$309M |
-$67.6M |
+$241M |
VTI, SPY, AAPL, QQQXXXX, BND
|
13F-HR |
2/8/2016, 08:38 PM |
Q3 2015 |
1,038 |
$1.82B |
+$264M |
-$328M |
-$64M |
VTI, AAPL, SPY, QQQXXXX, IVV
|
13F-HR |
11/12/2015, 08:38 PM |
Q2 2015 |
1,067 |
$2.11B |
+$494M |
-$69.8M |
+$424M |
SPY, VTI, QQQXXXX, AAPL, AGG
|
13F-HR |
8/12/2015, 08:34 PM |
Q1 2015 |
1,000 |
$1.74B |
+$326M |
-$110M |
+$216M |
VTI, SPY, AAPL, AGG, QQQXXXX
|
13F-HR |
5/12/2015, 09:48 PM |
Q4 2014 |
974 |
$1.55B |
+$259M |
-$84.2M |
+$174M |
VTI, SPY, AAPL, QQQXXXX, IJR
|
13F-HR |
2/17/2015, 07:12 AM |
Q3 2014 |
1,256 |
$1.45B |
+$364M |
-$53.6M |
+$310M |
VTI, SPY, AAPL, PKWXXXX, QQQXXXX
|
13F-HR |
11/12/2014, 05:40 AM |
Q2 2014 |
905 |
$1.16B |
+$250M |
-$29.3M |
+$221M |
AAPL, SPY, VTI, EFA, PKWXXXX
|
13F-HR |
8/7/2014, 09:31 PM |
Q1 2014 |
795 |
$949M |
+$189M |
-$61.3M |
+$127M |
AAPL, SPY, VTI, EFA, PKWXXXX
|
13F-HR |
5/15/2014, 01:57 PM |
Q4 2013 |
731 |
$848M |
|
|
|
AAPL, SPY, VTI, XOM, QQQXXXX
|
13F-HR |
2/13/2014, 10:11 AM |