Q1 2025 |
613 |
$640M |
+$28.3M |
-$19.7M |
+$8.58M |
SPY, MSFT, AAPL, JPM, VTI
|
13F-HR |
4/11/2025, 01:43 PM |
Q4 2024 |
623 |
$650M |
+$196M |
-$10.4M |
+$185M |
SPY, AAPL, MSFT, JPM, VTI
|
13F-HR |
1/24/2025, 08:58 AM |
Q3 2024 |
586 |
$465M |
+$83.7M |
-$15.3M |
+$68.4M |
AAPL, SPY, MSFT, GOOGL, AMZN
|
13F-HR |
10/9/2024, 02:11 PM |
Q2 2024 |
539 |
$377M |
+$52.7M |
-$7.75M |
+$44.9M |
SPY, AAPL, MSFT, GOOGL, AMZN
|
13F-HR |
7/25/2024, 05:10 PM |
Q1 2024 |
516 |
$334M |
+$42M |
-$13.5M |
+$28.5M |
SPY, AAPL, MSFT, JPM, AMZN
|
13F-HR |
4/16/2024, 03:59 PM |
Q4 2023 |
519 |
$285M |
+$34.9M |
-$10.9M |
+$24M |
SPY, AAPL, MSFT, GOOGL, AMZN
|
13F-HR |
1/23/2024, 10:02 AM |
Q3 2023 |
481 |
$237M |
+$15.9M |
-$15M |
+$827K |
SPY, AAPL, GOOGL, EFA, MSFT
|
13F-HR |
10/16/2023, 10:04 AM |
Q2 2023 |
514 |
$247M |
+$16.2M |
-$9.68M |
+$6.56M |
SPY, AAPL, VOO, GOOGL, EFA
|
13F-HR |
7/7/2023, 10:41 AM |
Q1 2023 |
425 |
$230M |
+$7.64M |
-$9.26M |
-$1.62M |
SPY, AAPL, VOO, EFA, GOOGL
|
13F-HR |
4/6/2023, 03:33 PM |
Q4 2022 |
423 |
$223M |
+$12.5M |
-$10.5M |
+$2.03M |
SPY, AAPL, VOO, EFA, PG
|
13F-HR |
1/9/2023, 11:47 AM |
Q3 2022 |
410 |
$203M |
+$10.5M |
-$9.65M |
+$871K |
SPY, AAPL, VOO, GOOGL, PG
|
13F-HR |
10/6/2022, 03:29 PM |
Q2 2022 |
410 |
$223M |
+$15.4M |
-$6.83M |
+$8.52M |
SPY, AAPL, VOO, EFA, GOOGL
|
13F-HR |
7/6/2022, 11:45 AM |
Q1 2022 |
407 |
$252M |
+$27M |
-$9.75M |
+$17.2M |
SPY, AAPL, GOOGL, EFA, AMZN
|
13F-HR |
4/14/2022, 02:19 PM |
Q4 2021 |
394 |
$245M |
+$9.32M |
-$11.4M |
-$2.06M |
AAPL, SPY, GOOGL, EFA, PG
|
13F-HR |
1/26/2022, 08:24 AM |
Q3 2021 |
393 |
$231M |
+$15.6M |
-$8.02M |
+$7.62M |
AAPL, SPY, GOOGL, EFA, PG
|
13F-HR |
10/26/2021, 01:05 PM |
Q2 2021 |
380 |
$226M |
+$13.4M |
-$5.46M |
+$7.97M |
AAPL, SPY, GOOGL, EFA, VCIT
|
13F-HR |
7/23/2021, 11:32 AM |
Q1 2021 |
379 |
$206M |
+$16.7M |
-$12.8M |
+$3.91M |
AAPL, SPY, GOOGL, PG, EFA
|
13F-HR |
4/21/2021, 02:26 PM |
Q4 2020 |
369 |
$193M |
+$9.6M |
-$9.79M |
-$193K |
AAPL, GOOGL, AMZN, PG, SPY
|
13F-HR |
1/21/2021, 04:52 PM |
Q3 2020 |
359 |
$176M |
+$24.6M |
-$5.74M |
+$18.8M |
AAPL, PG, GOOGL, AMZN, JNJ
|
13F-HR |
10/5/2020, 02:28 PM |
Q2 2020 |
331 |
$154M |
+$13.1M |
-$6.64M |
+$6.43M |
AAPL, GOOGL, PG, AMZN, INTC
|
13F-HR |
7/8/2020, 04:36 PM |
Q1 2020 |
334 |
$128M |
+$15M |
-$8.46M |
+$6.5M |
AAPL, GOOGL, INTC, PG, JNJ
|
13F-HR |
4/22/2020, 06:31 PM |
Q4 2019 |
343 |
$155M |
+$10.4M |
-$4.38M |
+$6.05M |
AAPL, SPY, GOOGL, JPM, INTC
|
13F-HR |
1/30/2020, 04:58 PM |
Q3 2019 |
340 |
$141M |
+$12.6M |
-$3.7M |
+$8.91M |
SPY, AAPL, GOOGL, PG, INTC
|
13F-HR |
10/21/2019, 03:32 PM |
Q2 2019 |
311 |
$128M |
+$7.97M |
-$4.35M |
+$3.62M |
SPY, AAPL, PG, GOOGL, INTC
|
13F-HR |
7/23/2019, 10:31 AM |
Q1 2019 |
316 |
$122M |
+$5.49M |
-$6M |
-$505K |
SPY, AAPL, GOOGL, PG, INTC
|
13F-HR |
4/29/2019, 12:48 PM |
Q4 2018 |
341 |
$110M |
+$8.52M |
-$10M |
-$1.51M |
SPY, AAPL, GOOGL, PG, INTC
|
13F-HR |
1/28/2019, 01:21 PM |
Q3 2018 |
368 |
$127M |
+$6.61M |
-$6M |
+$611K |
AAPL, SPY, GOOGL, PG, JPM
|
13F-HR |
10/17/2018, 12:28 PM |
Q2 2018 |
300 |
$119M |
+$5.37M |
-$4.27M |
+$1.1M |
AAPL, SPY, GOOGL, INTC, PG
|
13F-HR |
8/7/2018, 05:17 PM |
Q1 2018 |
386 |
$117M |
+$10.5M |
-$5.73M |
+$4.73M |
AAPL, INTC, SPY, GOOGL, PG
|
13F-HR |
4/18/2018, 11:55 AM |
Q4 2017 |
321 |
$117M |
|
|
|
AAPL, INTC, PG, JPM, GOOGL
|
13F-HR |
2/8/2018, 12:37 PM |