Q1 2025 |
187 |
$519M |
+$32.5M |
-$37.5M |
-$5.07M |
AAPL, MSFT, SCHB, AMZN, NVDA
|
13F-HR |
4/17/2025, 04:31 PM |
Q4 2024 |
193 |
$553M |
+$66.2M |
-$51.7M |
+$14.5M |
AAPL, AMZN, MSFT, NVDA, SCHB
|
13F-HR |
1/31/2025, 07:12 AM |
Q3 2024 |
202 |
$536M |
+$32.3M |
-$38.2M |
-$5.83M |
AAPL, MSFT, NVDA, AMZN, SCHB
|
13F-HR |
10/9/2024, 08:59 AM |
Q2 2024 |
201 |
$515M |
+$42.7M |
-$31.2M |
+$11.6M |
AAPL, MSFT, AMZN, NVDA, SCHB
|
13F-HR |
7/11/2024, 03:39 PM |
Q1 2024 |
200 |
$507M |
+$18M |
-$89.5M |
-$71.5M |
AAPL, MSFT, AMZN, SCHB, GOOGL
|
13F-HR |
4/19/2024, 06:20 PM |
Q4 2023 |
199 |
$528M |
+$7.49M |
-$39.8M |
-$32.4M |
AAPL, MSFT, AMZN, SCHB, GOOGL
|
13F-HR |
1/19/2024, 04:50 PM |
Q3 2023 |
193 |
$507M |
+$20.6M |
-$18.9M |
+$1.66M |
AAPL, MSFT, SCHB, AMZN, BIL
|
13F-HR |
10/13/2023, 04:01 PM |
Q2 2023 |
198 |
$525M |
+$13.6M |
-$13.6M |
+$37.9K |
AAPL, MSFT, SCHB, AMZN, SPY
|
13F-HR |
7/31/2023, 09:35 AM |
Q1 2023 |
202 |
$494M |
+$35M |
-$18.5M |
+$16.5M |
AAPL, MSFT, SCHB, SPY, AMZN
|
13F-HR |
4/27/2023, 01:33 PM |
Q4 2022 |
195 |
$449M |
+$9.53M |
-$22.3M |
-$12.8M |
AAPL, MSFT, SCHB, JNJ, SPY
|
13F-HR |
1/23/2023, 08:54 AM |
Q3 2022 |
196 |
$451M |
+$25.9M |
-$5.84M |
+$20.1M |
AAPL, MSFT, SCHB, AMZN, SPY
|
13F-HR |
11/10/2022, 11:11 AM |
Q2 2022 |
188 |
$478M |
+$45.9M |
-$22.9M |
+$23M |
AAPL, MSFT, SCHB, AMZN, GOOGL
|
13F-HR |
8/3/2022, 02:27 PM |
Q1 2022 |
197 |
$576M |
+$39.8M |
-$87.1M |
-$47.3M |
AAPL, MSFT, AMZN, SCHB, GOOGL
|
13F-HR |
5/10/2022, 04:35 PM |
Q4 2021 |
194 |
$703M |
+$213M |
-$7.26M |
+$205M |
AAPL, MSFT, AMZN, SCHB, GOOGL
|
13F-HR |
1/21/2022, 04:17 PM |
Q3 2021 |
183 |
$464M |
+$90.6M |
-$7.81M |
+$82.8M |
AAPL, SCHB, MSFT, AMZN, QQQ
|
13F-HR |
10/21/2021, 04:44 PM |
Q2 2021 |
168 |
$385M |
+$24.1M |
-$13.5M |
+$10.6M |
AAPL, SCHB, AMZN, MSFT, QQQ
|
13F-HR |
8/10/2021, 01:29 PM |
Q1 2021 |
158 |
$345M |
+$27.6M |
-$36M |
-$8.41M |
AAPL, SCHB, AMZN, MSFT, QQQ
|
13F-HR |
5/5/2021, 02:58 PM |
Q4 2020 |
157 |
$346M |
+$37.9M |
-$13.7M |
+$24.2M |
AAPL, SCHB, AMZN, MSFT, QQQ
|
13F-HR |
2/11/2021, 01:51 PM |
Q3 2020 |
150 |
$298M |
+$58.9M |
-$15.9M |
+$43M |
AAPL, SCHB, AMZN, MSFT, QQQ
|
13F-HR |
10/13/2020, 01:41 PM |
Q2 2020 |
141 |
$267M |
+$24.4M |
-$14.3M |
+$10.1M |
AAPL, SCHB, AMZN, MSFT, QQQ
|
13F-HR |
8/12/2020, 02:56 PM |
Q1 2020 |
142 |
$230M |
+$21.2M |
-$14.7M |
+$6.51M |
SCHB, AAPL, MSFT, AMZN, V
|
13F-HR |
4/30/2020, 01:26 PM |
Q4 2019 |
166 |
$287M |
+$16.2M |
-$11.1M |
+$5.08M |
SCHB, AAPL, MSFT, AMZN, T
|
13F-HR |
2/5/2020, 06:47 AM |
Q3 2019 |
160 |
$267M |
+$23.4M |
-$11.3M |
+$12.1M |
SCHB, AAPL, MSFT, AMZN, T
|
13F-HR |
10/17/2019, 02:09 PM |
Q2 2019 |
155 |
$259M |
+$9.26M |
-$11M |
-$1.74M |
SCHB, AAPL, AMZN, MSFT, V
|
13F-HR |
7/22/2019, 02:17 PM |
Q1 2019 |
158 |
$258M |
+$16M |
-$11.6M |
+$4.38M |
SCHB, AAPL, AMZN, MSFT, JNJ
|
13F-HR |
4/15/2019, 01:02 PM |
Q4 2018 |
144 |
$229M |
+$17.5M |
-$18.6M |
-$1.17M |
SCHB, AAPL, AMZN, MSFT, JNJ
|
13F-HR |
1/24/2019, 09:45 AM |
Q3 2018 |
153 |
$273M |
+$15.5M |
-$6.04M |
+$9.48M |
SCHB, AAPL, AMZN, MSFT, JNJ
|
13F-HR |
10/18/2018, 12:23 PM |
Q2 2018 |
139 |
$244M |
+$25.3M |
-$8.09M |
+$17.2M |
SCHB, AAPL, AMZN, MSFT, HD
|
13F-HR |
7/30/2018, 01:20 PM |
Q1 2018 |
128 |
$234M |
+$17.6M |
-$6.18M |
+$11.4M |
SCHB, AAPL, AMZN, JNJ, MSFT
|
13F-HR |
4/19/2018, 09:50 AM |
Q4 2017 |
130 |
$235M |
+$17.7M |
-$7.98M |
+$9.71M |
SCHB, AAPL, HD, JNJ, T
|
13F-HR |
1/16/2018, 02:05 PM |
Q3 2017 |
141 |
$221M |
+$18.6M |
-$5.58M |
+$13M |
SCHB, AAPL, T, JNJ, HD
|
13F-HR |
11/13/2017, 03:26 PM |
Q2 2017 |
137 |
$212M |
+$17.8M |
-$7.6M |
+$10.2M |
SCHB, AAPL, JNJ, T, VZ
|
13F-HR |
8/10/2017, 04:58 PM |
Q1 2017 |
132 |
$205M |
+$27.4M |
-$9.39M |
+$18M |
SCHB, AAPL, JNJ, T, GEXXXX
|
13F-HR |
5/3/2017, 05:02 PM |
Q4 2016 |
121 |
$185M |
+$20.2M |
-$6.34M |
+$13.9M |
SCHB, AAPL, GEXXXX, VZ, JNJ
|
13F-HR |
2/6/2017, 03:26 PM |
Q3 2016 |
122 |
$173M |
+$13.2M |
-$5.53M |
+$7.72M |
AAPL, JNJ, VZ, GEXXXX, SCHB
|
13F-HR |
10/24/2016, 05:30 PM |
Q2 2016 |
113 |
$168M |
+$12.8M |
-$6.82M |
+$5.95M |
VZ, JNJ, GEXXXX, AAPL, SCHB
|
13F-HR |
7/18/2016, 09:33 PM |
Q1 2016 |
126 |
$170M |
+$32M |
-$7.17M |
+$24.9M |
VZ, AAPL, GEXXXX, JNJ, SCHB
|
13F-HR |
5/5/2016, 08:05 PM |
Q4 2015 |
116 |
$149M |
+$10.8M |
-$4.66M |
+$6.1M |
GEXXXX, JNJ, VZ, SCHB, AAPL
|
13F-HR |
1/28/2016, 03:15 PM |
Q3 2015 |
118 |
$141M |
+$10.7M |
-$8.36M |
+$2.32M |
VZ, JNJ, GEXXXX, AAPL, SCHB
|
13F-HR |
11/3/2015, 04:37 PM |
Q2 2015 |
120 |
$154M |
+$40.1M |
-$12M |
+$28.1M |
SCHD, VZ, SCHB, GEXXXX, JNJ
|
13F-HR |
8/11/2015, 09:41 PM |
Q1 2015 |
101 |
$116M |
+$12.5M |
-$9.36M |
+$3.17M |
VZ, GEXXXX, JNJ, SCHD, MET
|
13F-HR |
5/12/2015, 09:52 PM |
Q4 2014 |
124 |
$146M |
+$12.2M |
-$5.63M |
+$6.59M |
VZ, JNJ, GEXXXX, XOM, MET
|
13F-HR |
1/20/2015, 08:58 AM |
Q3 2014 |
127 |
$146M |
+$8.29M |
-$6.17M |
+$2.13M |
VZ, GEXXXX, JNJ, SCHD, BP
|
13F-HR |
11/14/2014, 01:22 PM |
Q2 2014 |
130 |
$151M |
+$18.2M |
-$8.01M |
+$10.2M |
VZ, GEXXXX, JNJ, SCHD, BP
|
13F-HR |
8/14/2014, 05:04 PM |
Q1 2014 |
130 |
$143M |
+$10.7M |
-$3.62M |
+$7.08M |
GEXXXX, T, JNJ, SCHD, BP
|
13F-HR |
5/7/2014, 09:43 PM |
Q4 2013 |
123 |
$141M |
|
|
|
GEXXXX, T, JNJ, MET, BP
|
13F-HR |
1/31/2014, 01:39 PM |