Q4 2024 |
1,567 |
$5.37B |
+$709M |
-$440M |
+$269M |
AAPL, NVDA, IVV, AMZN, MSFT
|
13F-HR |
2/13/2025, 10:00 AM |
Q3 2024 |
1,530 |
$4.72B |
+$47.00 |
-$376K |
-$376K |
AAPL, NVDA, IVV, MSFT, AMZN
|
13F-HR |
11/14/2024, 04:17 PM |
Q2 2024 |
1,530 |
$4.84B |
+$575M |
-$248M |
+$327M |
AAPL, NVDA, IVV, MSFT, AMZN
|
13F-HR |
8/13/2024, 01:24 PM |
Q1 2024 |
1,437 |
$4.49B |
+$459M |
-$326M |
+$134M |
AAPL, IVV, MSFT, NVDA, AMZN
|
13F-HR |
5/6/2024, 11:30 AM |
Q4 2023 |
3,844 |
$4.08B |
+$378M |
-$378M |
-$214K |
AAPL, IVV, MSFT, AMZN, BIL
|
13F-HR |
2/9/2024, 03:10 PM |
Q3 2023 |
1,566 |
$3.72B |
+$406M |
-$300M |
+$106M |
AAPL, IVV, MSFT, BIL, AMZN
|
13F-HR |
11/14/2023, 05:25 PM |
Q2 2023 |
1,435 |
$3.6B |
+$357M |
-$231M |
+$126M |
IVV, MSFT, AMZN, BIL, SHV
|
13F-HR |
8/9/2023, 12:24 PM |
Q1 2023 |
3,970 |
$3.45B |
+$395M |
-$199M |
+$196M |
IVV, MSFT, BIL, SHV, AMZN
|
13F-HR |
5/17/2023, 03:41 PM |
Q4 2022 |
3,988 |
$3.16B |
+$424M |
-$178M |
+$246M |
IVV, BIL, MSFT, SHV, AMZN
|
13F-HR |
2/13/2023, 02:39 PM |
Q3 2022 |
1,218 |
$2.58B |
+$293M |
-$132M |
+$161M |
AAPL, IVV, MSFT, BIL, AMZN
|
13F-HR |
11/14/2022, 09:13 AM |
Q2 2022 |
1,223 |
$2.61B |
+$351M |
-$205M |
+$145M |
AAPL, MSFT, IVV, AMZN, BIL
|
13F-HR |
8/2/2022, 02:13 PM |
Q1 2022 |
1,278 |
$3.1B |
+$429M |
-$238M |
+$191M |
AAPL, IVV, MSFT, AMZN, QQQ
|
13F-HR |
5/23/2022, 05:00 PM |
Q4 2021 |
1,266 |
$3.11B |
+$299M |
-$137M |
+$162M |
AAPL, AMZN, MSFT, QQQ, IVV
|
13F-HR |
2/14/2022, 11:00 AM |
Q3 2021 |
1,308 |
$3B |
+$335M |
-$358M |
-$22.9M |
AAPL, AMZN, QQQ, MSFT, IVV
|
13F-HR |
11/5/2021, 02:46 PM |
Q2 2021 |
3,399 |
$3.09B |
+$464M |
-$168M |
+$296M |
AAPL, AMZN, QQQ, MSFT, FTEC
|
13F-HR |
8/12/2021, 02:33 PM |
Q1 2021 |
1,218 |
$2.61B |
+$346M |
-$269M |
+$76.9M |
AAPL, AMZN, QQQ, MSFT, IVV
|
13F-HR |
5/24/2021, 03:17 PM |
Q4 2020 |
2,931 |
$2.32B |
+$323M |
-$162M |
+$161M |
AAPL, AMZN, QQQ, MSFT, XLK
|
13F-HR |
2/9/2021, 03:52 PM |
Q3 2020 |
3,152 |
$2B |
+$287M |
-$120M |
+$167M |
AMZN, QQQ, MSFT, IVV, FTEC
|
13F-HR |
11/16/2020, 02:32 PM |
Q2 2020 |
988 |
$1.75B |
+$263M |
-$156M |
+$107M |
AAPL, AMZN, QQQ, MSFT, IVV
|
13F-HR |
8/10/2020, 03:39 PM |
Q1 2020 |
2,657 |
$1.45B |
+$209M |
-$192M |
+$16.9M |
AAPL, QQQ, AMZN, IVV, MSFT
|
13F-HR |
5/15/2020, 03:55 PM |
Q4 2019 |
2,764 |
$1.83B |
+$325M |
-$146M |
+$179M |
AAPL, IVV, QQQ, SPLV, MSFT
|
13F-HR |
2/4/2020, 11:00 AM |
Q3 2019 |
2,355 |
$1.55B |
+$1.55M |
|
+$1.55M |
IVV, AAPL, QQQ, AMZN, SPY
|
13F-HR |
11/4/2019, 10:16 AM |
Q2 2019 |
2,697 |
$1.62B |
+$273M |
-$95.5M |
+$177M |
IVV, AAPL, QQQ, AMZN, SPY
|
13F-HR |
8/1/2019, 11:53 AM |
Q1 2019 |
2,404 |
$1.41B |
+$267M |
-$111M |
+$155M |
IVV, AAPL, SPY, MSFT, QQQ
|
13F-HR |
5/20/2019, 10:57 AM |
Q4 2018 |
2,357 |
$1.11B |
+$165M |
-$182M |
-$17.2M |
IVV, AAPL, ITOT, MSFT, AMZN
|
13F-HR |
2/15/2019, 01:58 PM |
Q3 2018 |
2,364 |
$1.36B |
+$110M |
-$60.4M |
+$49.5M |
IVV, AAPL, AMZN, MTUM, MSFT
|
13F-HR |
11/2/2018, 02:45 PM |
Q2 2018 |
2,318 |
$1.3B |
+$203M |
-$147M |
+$56.7M |
IVV, AAPL, AMZN, MTUM, MSFT
|
13F-HR |
7/27/2018, 11:09 AM |
Q1 2018 |
2,489 |
$1.25B |
+$185M |
-$53.3M |
+$132M |
IVV, AAPL, AMZN, IXUS, MSFT
|
13F-HR |
4/23/2018, 02:07 PM |
Q4 2017 |
2,437 |
$1.15B |
+$282M |
-$39.2M |
+$243M |
IVV, AAPL, IXUS, AMZN, MSFT
|
13F-HR |
2/8/2018, 02:53 PM |
Q3 2017 |
2,252 |
$873M |
+$144M |
-$61.6M |
+$82.6M |
IVV, AAPL, XOM, AMZN, META
|
13F-HR |
10/12/2017, 03:19 PM |
Q2 2017 |
2,206 |
$767M |
+$118M |
-$44.3M |
+$73.9M |
IVV, AAPL, XOM, AMZN, META
|
13F-HR |
8/17/2017, 12:09 PM |
Q1 2017 |
2,087 |
$688M |
+$216M |
-$66.7M |
+$149M |
IVV, AAPL, XOM, AMZN, META
|
13F-HR |
4/28/2017, 06:20 PM |
Q3 2016 |
1,890 |
$531M |
+$119M |
-$31.6M |
+$87.6M |
XOM, AAPL, AMZN, PFF, META
|
13F-HR |
10/7/2016, 03:01 PM |
Q2 2016 |
1,746 |
$439M |
+$99M |
-$26.1M |
+$72.9M |
XOM, AAPL, AMZN, SPY, FTSL
|
13F-HR |
7/27/2016, 04:04 PM |
Q1 2016 |
1,589 |
$366M |
+$97.7M |
-$40.3M |
+$57.3M |
AAPL, XOM, TLT, AMZN, SPY
|
13F-HR |
4/21/2016, 02:58 PM |
Q4 2015 |
1,429 |
$311M |
+$80.2M |
-$98.8M |
-$18.6M |
AAPL, DIS, AMZN, META, SPY
|
13F-HR |
1/26/2016, 05:14 PM |
Q3 2015 |
1,405 |
$331M |
+$68.3M |
-$41M |
+$27.2M |
AGG, VTI, AAPL, DVY, DIS
|
13F-HR |
10/1/2015, 09:21 AM |
Q2 2015 |
1,334 |
$338M |
+$40.3M |
-$47.4M |
-$7.06M |
AGG, VTI, AAPL, DVY, ACWX
|
13F-HR |
7/2/2015, 11:20 AM |
Q1 2015 |
1,227 |
$362M |
+$66.3M |
-$24.4M |
+$41.9M |
AGG, VTI, AAPL, IYR, DVY
|
13F-HR |
4/8/2015, 03:16 PM |
Q4 2014 |
1,127 |
$319M |
+$76.5M |
-$29.1M |
+$47.4M |
AGG, VTI, AAPL, DVY, IYR
|
13F-HR |
1/23/2015, 12:22 PM |
Q3 2014 |
262 |
$273M |
+$69M |
-$11.8M |
+$57.2M |
AGG, VTI, AAPL, DVY, XOM
|
13F-HR |
10/7/2014, 10:13 AM |
Q2 2014 |
246 |
$236M |
+$61.2M |
-$6.38M |
+$54.9M |
DVY, AAPL, VTI, ACWX, XOM
|
13F-HR |
7/9/2014, 05:50 PM |
Q1 2014 |
204 |
$194M |
+$33.8M |
-$8.95M |
+$24.9M |
DVY, AAPL, ACWX, VTI, AGG
|
13F-HR |
4/9/2014, 12:35 PM |
Q4 2013 |
1,047 |
$199M |
|
|
|
DVY, AAPL, ACWX, VTI, AGG
|
13F-HR |
2/13/2014, 02:05 PM |