Q2 2024 |
6,284 |
$1.16T |
+$123B |
-$65.3B |
+$58.1B |
MSFT, NVDA, AAPL, AMZN, SPY
|
13F-HR |
8/12/2024, 03:41 PM |
Q1 2024 |
6,166 |
$1.12T |
+$112B |
-$53.4B |
+$58.9B |
MSFT, NVDA, SPY, AMZN, AAPL
|
13F-HR |
5/10/2024, 03:09 PM |
Q4 2023 |
7,450 |
$1.04T |
+$87.1B |
-$58.7B |
+$28.3B |
MSFT, AAPL, AMZN, SPY, NVDA
|
13F-HR |
2/12/2024, 11:58 AM |
Q3 2023 |
7,937 |
$906B |
+$73B |
-$52.7B |
+$20.3B |
MSFT, AAPL, SPY, AMZN, NVDA
|
13F-HR |
11/14/2023, 08:12 AM |
Q2 2023 |
6,840 |
$920B |
+$102B |
-$50.5B |
+$51.2B |
MSFT, AAPL, SPY, AMZN, NVDA
|
13F-HR |
8/11/2023, 07:16 AM |
Q1 2023 |
6,149 |
$774B |
+$79.6B |
-$60.1B |
+$19.5B |
MSFT, AAPL, SPY, AMZN, BNDX
|
Restatement |
5/18/2023, 12:45 PM |
Q4 2022 |
5,876 |
$714B |
+$57.4B |
-$40.2B |
+$17.2B |
MSFT, SPY, AAPL, UNH, ABBV
|
13F-HR |
2/13/2023, 11:46 AM |
Q3 2022 |
5,912 |
$676B |
+$68.9B |
-$31.5B |
+$37.5B |
MSFT, SPY, AAPL, AMZN, UNH
|
13F-HR |
11/14/2022, 08:12 AM |
Q2 2022 |
5,903 |
$655B |
+$78.2B |
-$48.3B |
+$29.9B |
MSFT, SPY, AAPL, AMZN, UNH
|
13F-HR |
8/11/2022, 06:46 AM |
Q1 2022 |
5,919 |
$778B |
+$73.2B |
-$58.8B |
+$14.4B |
SPY, MSFT, AAPL, AMZN, GOOG
|
13F-HR |
5/11/2022, 08:29 AM |
Q4 2021 |
6,005 |
$787B |
+$69.8B |
-$59.6B |
+$10.2B |
MSFT, AAPL, AMZN, GOOG, BBEU
|
Restatement |
2/11/2022, 01:27 PM |
Q3 2021 |
5,250 |
$728B |
+$46B |
-$64.9B |
-$18.9B |
SPY, MSFT, AAPL, AMZN, GOOG
|
13F-HR |
11/12/2021, 08:43 AM |
Q2 2021 |
5,202 |
$765B |
+$93.5B |
-$58.3B |
+$35.2B |
SPY, MSFT, AAPL, AMZN, GOOG
|
13F-HR |
8/12/2021, 11:55 AM |
Q1 2021 |
5,021 |
$691B |
+$80.4B |
-$40.9B |
+$39.6B |
SPY, MSFT, AAPL, AMZN, GOOG
|
13F-HR |
5/12/2021, 08:54 AM |
Q4 2020 |
5,315 |
$660B |
+$73.8B |
-$68.7B |
+$5.05B |
SPY, AAPL, MSFT, AMZN, BNDX
|
Restatement |
2/19/2021, 11:44 AM |
Q3 2020 |
5,193 |
$570B |
+$83.5B |
-$30.4B |
+$53B |
SPY, MSFT, AAPL, AMZN, BNDX
|
Restatement |
11/12/2020, 03:06 PM |
Q2 2020 |
4,920 |
$487B |
+$51.7B |
-$46.3B |
+$5.33B |
SPY, MSFT, AAPL, AMZN, BNDX
|
13F-HR |
8/11/2020, 01:28 PM |
Q1 2020 |
4,797 |
$408B |
+$48B |
-$45.2B |
+$2.76B |
SPY, MSFT, AAPL, AMZN, BNDX
|
13F-HR |
5/12/2020, 11:33 AM |
Q4 2019 |
5,371 |
$523B |
+$49B |
-$48.6B |
+$355M |
SPY, MSFT, AAPL, AMZN, BNDX
|
13F-HR |
2/11/2020, 09:56 AM |
Q3 2019 |
5,421 |
$464B |
+$41.3B |
-$47.6B |
-$6.27B |
SPY, MSFT, AMZN, AAPL, BNDX
|
13F-HR |
11/12/2019, 02:13 PM |
Q2 2019 |
5,447 |
$480B |
+$59.5B |
-$42.6B |
+$17B |
SPY, MSFT, AMZN, AAPL, EFA
|
13F-HR |
8/7/2019, 12:50 PM |
Q1 2019 |
5,401 |
$459B |
+$42.8B |
-$43B |
-$194M |
SPY, MSFT, AMZN, AAPL, EFA
|
13F-HR |
5/7/2019, 12:27 PM |
Q4 2018 |
5,259 |
$396B |
+$44.8B |
-$49.7B |
-$4.92B |
SPY, MSFT, AMZN, AAPL, EFA
|
13F-HR |
2/11/2019, 10:43 AM |
Q3 2018 |
5,414 |
$496B |
+$52.2B |
-$39.9B |
+$12.2B |
SPY, MSFT, AAPL, AMZN, EFA
|
Restatement |
11/13/2018, 02:56 PM |
Q2 2018 |
5,279 |
$458B |
+$56.1B |
-$38.7B |
+$17.3B |
SPY, MSFT, EFA, AAPL, AMZN
|
13F-HR |
8/14/2018, 01:04 PM |
Q1 2018 |
5,102 |
$413B |
+$43.3B |
-$42.7B |
+$620M |
SPY, EFA, MSFT, AAPL, AMZN
|
13F-HR |
5/10/2018, 01:44 PM |
Q4 2017 |
5,284 |
$458B |
+$42.4B |
-$44.6B |
-$2.23B |
SPY, EFA, AAPL, MSFT, BAC
|
13F-HR |
2/13/2018, 12:25 PM |
Q3 2017 |
4,780 |
$440B |
+$40.1B |
-$33.4B |
+$6.77B |
SPY, EFA, AAPL, MSFT, BAC
|
13F-HR |
11/9/2017, 11:42 AM |
Q2 2017 |
4,716 |
$405B |
+$42.7B |
-$47.8B |
-$5.14B |
SPY, EFA, AAPL, MSFT, UNH
|
13F-HR |
8/9/2017, 10:08 AM |
Q1 2017 |
4,842 |
$422B |
+$41B |
-$37.7B |
+$3.24B |
SPY, EFA, AAPL, MSFT, GOOG
|
13F-HR |
5/10/2017, 10:03 AM |
Q4 2016 |
4,882 |
$407B |
+$41.1B |
-$38.3B |
+$2.73B |
SPY, EFA, MSFT, AAPL, WFC
|
13F-HR |
2/6/2017, 03:07 PM |
Q3 2016 |
4,412 |
$402B |
+$35.1B |
-$42.3B |
-$7.12B |
SPY, EFA, MSFT, AAPL, GOOG
|
13F-HR |
11/4/2016, 04:01 PM |
Q2 2016 |
4,456 |
$390B |
+$37.8B |
-$27.1B |
+$10.7B |
SPY, EFA, MSFT, WFC, AAPL
|
13F-HR |
8/8/2016, 05:23 PM |
Q1 2016 |
4,363 |
$384B |
+$48B |
-$41.8B |
+$6.23B |
SPY, EFA, MSFT, AAPL, WFC
|
13F-HR |
5/10/2016, 02:46 PM |
Q4 2015 |
4,352 |
$385B |
+$48.6B |
-$30.6B |
+$17.9B |
SPY, AAPL, EFA, MSFT, WFC
|
13F-HR |
2/12/2016, 02:00 PM |
Q3 2015 |
3,684 |
$357B |
+$47.3B |
-$39.5B |
+$7.81B |
SPY, AAPL, EFA, WFC, MSFT
|
13F-HR |
11/13/2015, 10:55 AM |
Q2 2015 |
3,788 |
$412B |
+$45.2B |
-$39B |
+$6.18B |
SPY, AAPL, EFA, WFC, MSFT
|
13F-HR |
8/14/2015, 04:57 PM |
Q1 2015 |
3,848 |
$413B |
+$49.6B |
-$42.7B |
+$6.83B |
SPY, AAPL, WFC, EFA, JNJ
|
13F-HR |
5/15/2015, 05:04 PM |
Q4 2014 |
4,007 |
$411B |
+$46.5B |
-$40B |
+$6.53B |
SPY, EFA, AAPL, JNJ, WFC
|
13F-HR |
2/13/2015, 02:52 PM |
Q3 2014 |
3,920 |
$397B |
+$56.2B |
-$25.7B |
+$30.6B |
SPY, EFA, JNJ, AAPL, WFC
|
Restatement |
12/8/2014, 02:49 PM |
Q2 2014 |
3,258 |
$369B |
+$45.4B |
-$26.3B |
+$19.2B |
SPY, EFA, JNJ, WFC, AAPL
|
Restatement |
9/3/2014, 04:57 PM |
Q1 2014 |
3,319 |
$349B |
+$39.5B |
-$26.9B |
+$12.6B |
SPY, GOOGLXXXX, EFA, JNJ, XOM
|
13F-HR |
5/15/2014, 04:21 PM |
Q4 2013 |
3,864 |
$345B |
|
|
|
SPY, GOOGLXXXX, XOM, JNJ, EFA
|
Restatement |
2/26/2014, 03:33 PM |