Q4 2020 |
|
|
|
|
|
|
13F-HR |
2/12/2021, 11:34 AM |
Q3 2020 |
399 |
$158M |
+$4.25M |
-$422M |
-$417M |
AAPL, AMZN, META, MSFT, HD
|
13F-HR |
11/13/2020, 12:01 PM |
Q2 2020 |
527 |
$594M |
+$369M |
-$7.54M |
+$362M |
AAPL, MSFT, AMZN, META, HD
|
13F-HR |
8/5/2020, 01:06 PM |
Q1 2020 |
520 |
$211M |
+$25.2M |
-$423M |
-$398M |
MSFT, AAPL, SHY, AMZN, SPLV
|
13F-HR |
5/14/2020, 06:54 PM |
Q4 2019 |
536 |
$821M |
+$74.8M |
-$93.1M |
-$18.3M |
AAPL, MSFT, AMZN, META, HD
|
13F-HR |
2/13/2020, 02:19 PM |
Q3 2019 |
539 |
$806M |
+$64.2M |
-$104M |
-$39.6M |
MSFT, AAPL, AMZN, META, HD
|
13F-HR |
11/12/2019, 01:33 PM |
Q2 2019 |
534 |
$848M |
+$62.6M |
-$114M |
-$51.4M |
MSFT, AAPL, AMZN, BRKB, META
|
13F-HR |
8/13/2019, 05:34 PM |
Q1 2019 |
534 |
$878M |
+$511M |
-$26.5M |
+$484M |
AMZN, MSFT, AAPL, META, HD
|
13F-HR |
5/15/2019, 01:39 PM |
Q4 2018 |
521 |
$360M |
+$66.1M |
-$527M |
-$461M |
SHY, DBC, TLT, MSFT, AWK
|
13F-HR |
2/7/2019, 04:12 PM |
Q3 2018 |
529 |
$981M |
+$116M |
-$202M |
-$85.8M |
MSFT, AMZN, AAPL, SHY, BRKB
|
13F-HR |
11/14/2018, 04:21 PM |
Q2 2018 |
528 |
$1.02B |
+$190M |
-$186M |
+$3.9M |
AAPL, AMZN, MSFT, XOM, SHY
|
13F-HR |
8/13/2018, 04:45 PM |
Q1 2018 |
524 |
$1.05B |
+$798M |
-$3.78M |
+$794M |
MSFT, SHY, AMZN, AAPL, BRKB
|
13F-HR |
5/14/2018, 05:20 PM |
Q4 2017 |
463 |
$260M |
+$15.9M |
-$7.39M |
+$8.55M |
MSFT, META, SPHB, JPM, JNJ
|
13F-HR |
2/14/2018, 02:37 PM |
Q3 2017 |
514 |
$296M |
+$19.6M |
-$7.85M |
+$11.7M |
AAPL, SPLVXXXX, MSFT, META, JNJ
|
13F-HR |
11/14/2017, 09:23 AM |
Q2 2017 |
520 |
$278M |
+$206M |
-$207M |
-$807K |
SPLVXXXX, AAPL, MSFT, AMZN, JNJ
|
13F-HR |
8/14/2017, 08:32 AM |
Q1 2017 |
504 |
$279M |
+$154M |
-$86.8M |
+$66.7M |
VOO, SPY, SPLVXXXX, XLK, XLV
|
13F-HR |
5/15/2017, 08:37 AM |
Q4 2016 |
109 |
$275M |
+$89.2M |
-$66.7M |
+$22.5M |
VOO, SPY, XLF, XLE, XLB
|
13F-HR |
2/14/2017, 01:41 PM |
Q3 2016 |
108 |
$262M |
+$205M |
-$173K |
+$205M |
VOO, XLK, XLE, XLF, OEF
|
13F-HR |
11/14/2016, 03:58 PM |
Q2 2016 |
12 |
$163M |
+$29.3M |
-$4.57M |
+$24.7M |
SPLVXXXX, VOO, XLU, XLE, XLV
|
13F-HR |
8/15/2016, 04:51 PM |
Q1 2016 |
14 |
$185M |
+$49.6M |
-$48.5M |
+$1.07M |
SPLVXXXX, SPY, VOO, XLU, XLP
|
13F-HR |
5/16/2016, 05:59 PM |
Q4 2015 |
8 |
$192M |
+$27.5M |
-$52.1M |
-$24.6M |
SPLVXXXX, VOO, SPY, XLP, XLV
|
13F-HR |
2/16/2016, 11:56 AM |
Q3 2015 |
10 |
$228M |
+$98.1M |
-$75.3M |
+$22.8M |
SPY, SPLVXXXX, VOO, XLY, XLU
|
13F-HR |
11/16/2015, 03:22 PM |
Q2 2015 |
10 |
$248M |
+$57.2M |
-$12.2K |
+$57.2M |
SPY, VOO, XLV, XLF, XLK
|
13F-HR |
8/13/2015, 05:35 PM |
Q1 2015 |
10 |
$248M |
+$107M |
-$231K |
+$107M |
SPY, SPHB, XLV, XLY, XLK
|
13F-HR |
5/15/2015, 03:46 PM |
Q4 2014 |
12 |
$243M |
|
|
|
SPY, SPLVXXXX, XLV, XLF, XLY
|
13F-HR |
2/17/2015, 06:26 PM |