Q4 2024 |
256 |
$476M |
+$20.6M |
-$27.3M |
-$6.65M |
VOO, AAPL, VUG, VTV, VO
|
13F-HR |
1/16/2025, 01:16 PM |
Q3 2024 |
269 |
$479M |
+$21.5M |
-$5.18M |
+$16.3M |
AAPL, VOO, VUG, VTV, VO
|
13F-HR |
11/4/2024, 11:46 AM |
Q2 2024 |
263 |
$438M |
+$23.6M |
-$3.74M |
+$19.8M |
AAPL, VOO, VUG, MSFT, VTV
|
13F-HR |
7/31/2024, 03:56 PM |
Q1 2024 |
260 |
$415M |
+$16.8M |
-$6.58M |
+$10.3M |
AAPL, VOO, VUG, MSFT, VTV
|
13F-HR |
5/1/2024, 12:58 PM |
Q4 2023 |
253 |
$378M |
+$12.7M |
-$8.64M |
+$4.05M |
AAPL, VOO, VUG, MSFT, VTV
|
13F-HR |
2/5/2024, 11:22 AM |
Q3 2023 |
252 |
$340M |
+$15M |
-$6.03M |
+$8.94M |
AAPL, VUG, VOO, MSFT, VTV
|
13F-HR |
10/20/2023, 10:51 AM |
Q2 2023 |
252 |
$346M |
+$30.6M |
-$3.78M |
+$26.8M |
AAPL, VUG, VOO, MSFT, VTV
|
13F-HR |
8/8/2023, 10:40 AM |
Q1 2023 |
250 |
$319M |
+$16.9M |
-$2.62M |
+$14.2M |
AAPL, VUG, VOO, MSFT, VTV
|
13F-HR |
5/10/2023, 04:16 PM |
Q4 2022 |
243 |
$292M |
+$23.6M |
-$6.06M |
+$17.5M |
AAPL, VUG, VOO, MSFT, VTV
|
13F-HR |
2/3/2023, 02:06 PM |
Q3 2022 |
220 |
$258M |
+$26.7M |
-$1.2M |
+$25.5M |
AAPL, VOO, MSFT, VUG, SFBS
|
13F-HR |
11/7/2022, 09:21 AM |
Q2 2022 |
214 |
$255M |
+$13.3M |
-$2.28M |
+$11M |
AAPL, MSFT, VOO, VUG, SFBS
|
Restatement |
11/18/2022, 02:22 PM |
Q1 2022 |
226 |
$295M |
+$11.8M |
-$2.84M |
+$8.94M |
AAPL, MSFT, VOO, VUG, VTV
|
13F-HR |
4/26/2022, 02:03 PM |
Q4 2021 |
222 |
$300M |
+$8.28M |
-$2.95M |
+$5.33M |
AAPL, MSFT, VUG, VOO, HD
|
13F-HR |
2/2/2022, 12:58 PM |
Q3 2021 |
219 |
$269M |
+$14.1M |
-$5.92M |
+$8.16M |
AAPL, MSFT, VUG, VOO, JPM
|
13F-HR |
11/8/2021, 02:27 PM |
Q2 2021 |
219 |
$260M |
+$8.64M |
-$2.76M |
+$5.88M |
AAPL, MSFT, VUG, VOO, AMZN
|
Restatement |
11/8/2021, 01:52 PM |
Q1 2021 |
211 |
$239M |
+$10.8M |
-$3.14M |
+$7.66M |
AAPL, MSFT, VUG, VOO, JPM
|
13F-HR |
5/11/2021, 05:42 PM |
Q4 2020 |
201 |
$217M |
+$5.76M |
-$5.76M |
-$626 |
AAPL, MSFT, VUG, HD, AMZN
|
13F-HR |
2/8/2021, 08:24 AM |
Q3 2020 |
186 |
$188M |
+$23.9M |
-$3.21M |
+$20.7M |
AAPL, MSFT, VUG, HD, AMZN
|
13F-HR |
10/27/2020, 01:26 PM |
Q2 2020 |
182 |
$175M |
+$25.6M |
-$1.18M |
+$24.4M |
AAPL, MSFT, HD, AMZN, JNJ
|
13F-HR |
7/17/2020, 03:19 PM |
Q1 2020 |
161 |
$128M |
+$8.61M |
-$1.74M |
+$6.87M |
AAPL, MSFT, JNJ, HD, AMZN
|
13F-HR |
4/8/2020, 02:00 PM |
Q4 2019 |
171 |
$158M |
+$2.77M |
-$1.3M |
+$1.47M |
AAPL, MSFT, JPM, HD, JNJ
|
13F-HR |
1/8/2020, 12:50 PM |
Q3 2019 |
171 |
$147M |
+$3.4M |
-$2.22M |
+$1.18M |
AAPL, MSFT, HD, JPM, JNJ
|
13F-HR |
10/8/2019, 11:13 AM |
Q2 2019 |
171 |
$146M |
+$3.26M |
-$4.86M |
-$1.6M |
AAPL, MSFT, HD, JNJ, JPM
|
13F-HR |
7/9/2019, 04:56 PM |
Q1 2019 |
167 |
$143M |
+$6M |
-$1.86M |
+$4.14M |
AAPL, MSFT, JNJ, HD, XOM
|
13F-HR |
4/11/2019, 10:37 AM |
Q4 2018 |
158 |
$124M |
+$2.89M |
-$2.03M |
+$857K |
AAPL, MSFT, HD, UNH, BRKB
|
13F-HR |
1/10/2019, 03:46 PM |
Q3 2018 |
178 |
$147M |
+$3.4M |
-$6.77M |
-$3.37M |
AAPL, MSFT, HD, UNH, XOM
|
13F-HR |
10/9/2018, 03:12 PM |
Q2 2018 |
170 |
$141M |
+$3.22M |
-$2.11M |
+$1.11M |
AAPL, MSFT, HD, ADBE, XOM
|
13F-HR |
7/13/2018, 03:04 PM |
Q1 2018 |
174 |
$139M |
+$2.5M |
-$3.24M |
-$745K |
AAPL, MSFT, HD, JPM, XOM
|
13F-HR |
4/16/2018, 04:13 PM |
Q4 2017 |
173 |
$144M |
+$2.44M |
-$2.03M |
+$408K |
AAPL, HD, XOM, MSFT, JNJ
|
13F-HR |
1/12/2018, 10:14 AM |
Q3 2017 |
172 |
$135M |
+$2.93M |
-$2.07M |
+$861K |
AAPL, HD, XOM, MSFT, JNJ
|
13F-HR |
10/12/2017, 04:11 PM |
Q2 2017 |
165 |
$130M |
+$4.14M |
-$849K |
+$3.29M |
AAPL, XOM, HD, JNJ, MSFT
|
13F-HR |
7/20/2017, 11:35 AM |
Q1 2017 |
165 |
$127M |
+$3.75M |
-$2.92M |
+$830K |
AAPL, XOM, HD, JNJ, DIS
|
13F-HR |
4/11/2017, 03:54 PM |
Q4 2016 |
165 |
$123M |
+$7.22M |
-$356K |
+$6.86M |
AAPL, XOM, HD, T, JNJ
|
13F-HR |
1/19/2017, 11:33 AM |
Q3 2016 |
158 |
$114M |
+$3.47M |
-$1.13M |
+$2.33M |
AAPL, XOM, HD, JNJ, MMP
|
13F-HR |
10/18/2016, 11:42 AM |
Q2 2016 |
158 |
$110M |
+$5.95M |
-$1.74M |
+$4.21M |
AAPL, XOM, HD, MMP, DIS
|
13F-HR |
7/15/2016, 01:19 PM |
Q1 2016 |
153 |
$103M |
+$4.42M |
-$895K |
+$3.53M |
AAPL, XOM, HD, DIS, VFC
|
13F-HR |
4/20/2016, 04:00 PM |
Q4 2015 |
151 |
$100M |
+$3.56M |
-$1.16M |
+$2.4M |
AAPL, XOM, DIS, HD, VFC
|
13F-HR |
1/27/2016, 09:59 AM |
Q3 2015 |
150 |
$96.6M |
+$2.42M |
-$1.61M |
+$814K |
AAPL, XOM, DIS, VFC, HD
|
13F-HR |
10/19/2015, 02:44 PM |
Q2 2015 |
153 |
$108M |
+$3.4M |
-$1.61M |
+$1.79M |
AAPL, XOM, DIS, VFC, GILD
|
13F-HR |
7/20/2015, 12:41 PM |
Q1 2015 |
152 |
$109M |
+$4.07M |
-$615K |
+$3.46M |
AAPL, XOM, VFC, DIS, UNP
|
13F-HR |
4/21/2015, 03:50 PM |
Q4 2014 |
153 |
$108M |
|
|
|
AAPL, XOM, VFC, UNP, EPD
|
13F-HR |
1/30/2015, 01:47 PM |