Q1 2024 |
6,628 |
$982B |
+$90.9B |
-$51.5B |
+$39.4B |
MSFT, VTV, NVDA, VUG, AAPL, IEFA |
13F-HR |
5/15/2024, 04:05 PM |
Q4 2023 |
6,900 |
$880B |
+$39.6B |
-$54B |
-$14.4B |
MSFT, AAPL, VTV, VUG, AMZN, IEFA |
13F-HR |
2/14/2024, 11:37 AM |
Q3 2023 |
8,112 |
$908B |
+$55.6B |
-$64.8B |
-$9.12B |
QQQ, MSFT, AAPL, VTV, VUG, AMZN |
13F-HR |
11/14/2023, 03:19 PM |
Q2 2023 |
8,240 |
$954B |
+$36.6B |
-$113B |
-$75.9B |
MSFT, QQQ, AAPL, SPY, SPY, VTV |
13F-HR |
8/14/2023, 01:14 PM |
Q1 2023 |
7,699 |
$974B |
+$110B |
-$57.5B |
+$52.9B |
AAPL, MSFT, QQQ, VTV, SPY, SPY |
13F-HR |
5/12/2023, 02:56 PM |
Q4 2022 |
8,149 |
$878B |
+$59.5B |
-$75.9B |
-$16.3B |
MSFT, AAPL, SPY, IEFA, VTV, SPY |
13F-HR |
2/10/2023, 04:28 PM |
Q3 2022 |
7,233 |
$828B |
+$71.6B |
-$46.6B |
+$25B |
AAPL, MSFT, SPY, IVV, VTV, QQQ |
13F-HR |
11/14/2022, 10:30 AM |
Q2 2022 |
7,454 |
$870B |
+$77.1B |
-$54.4B |
+$22.6B |
MSFT, AAPL, IVV, VTV, SPY, IEFA |
13F-HR |
8/12/2022, 03:11 PM |
Q1 2022 |
1 |
$5.05M |
|
|
|
PDLB |
NEW HOLDINGS |
6/7/2022, 08:07 AM |
Q1 2022 |
7,664 |
$1.01T |
+$116B |
-$54.6B |
+$61.8B |
AAPL, MSFT, VOO, IVV, QQQ, VTV |
13F-HR |
5/16/2022, 02:13 PM |
Q4 2021 |
7,595 |
$1.02T |
+$71.7B |
-$78B |
-$6.29B |
QQQ, MSFT, AAPL, IEFA, SPY, AMZN |
13F-HR |
2/8/2022, 01:06 PM |
Q3 2021 |
7,536 |
$949B |
+$67.2B |
-$41.1B |
+$26.1B |
MSFT, AAPL, VOO, IEFA, SPY, SPY |
13F-HR |
11/15/2021, 01:18 PM |
Q2 2021 |
7,276 |
$947B |
+$63.8B |
-$42.4B |
+$21.4B |
IVV, MSFT, VOO, AAPL, IEFA, SPY |
RESTATEMENT |
9/13/2021, 04:48 PM |
Q1 2021 |
6,999 |
$877B |
+$117B |
-$41B |
+$75.7B |
MSFT, AAPL, IVV, VOO, IEFA, SPY |
13F-HR |
5/14/2021, 02:48 PM |
Q4 2020 |
6,699 |
$766B |
+$43.7B |
-$79.8B |
-$36.1B |
AAPL, MSFT, IEFA, AMZN, VUG, SPY |
13F-HR |
2/10/2021, 09:36 AM |
Q3 2020 |
6,440 |
$728B |
+$68.5B |
-$22.9B |
+$45.7B |
AAPL, MSFT, IVV, IEFA, VOO, SPY |
13F-HR |
11/13/2020, 09:23 AM |
Q2 2020 |
6,425 |
$653B |
+$55.1B |
-$48.4B |
+$6.7B |
MSFT, AAPL, SPY, VOO, AMZN, IEFA |
13F-HR |
8/14/2020, 03:19 PM |
Q1 2020 |
6,407 |
$552B |
+$51.3B |
-$55B |
-$3.7B |
SPY, MSFT, AAPL, IEFA, AMZN, VUG |
13F-HR |
5/15/2020, 12:50 PM |
Q4 2019 |
6,736 |
$693B |
+$38B |
-$54.3B |
-$16.4B |
MSFT, AAPL, IEFA, SPY, VTV, JPM |
13F-HR |
2/14/2020, 01:17 PM |
Q3 2019 |
6,882 |
$668B |
+$46.8B |
-$34.2B |
+$12.7B |
SPY, MSFT, SPY, IVV, VOO, AAPL |
13F-HR |
11/14/2019, 11:11 AM |
Q2 2019 |
6,650 |
$657B |
+$47B |
-$45.6B |
+$1.41B |
SPY, MSFT, VOO, IEFA, AAPL, VTV |
13F-HR |
8/14/2019, 03:19 PM |
Q1 2019 |
6,639 |
$640B |
+$71.9B |
-$61.3B |
+$10.6B |
SPY, IVV, IEFA, MSFT, VOO, IEMG |
13F-HR |
5/15/2019, 10:31 AM |
Q4 2018 |
6,292 |
$564B |
+$57.1B |
-$38.7B |
+$18.4B |
SPY, IEFA, IVV, MSFT, AAPL, SPY |
13F-HR |
2/14/2019, 01:10 PM |
Q3 2018 |
6,822 |
$640B |
+$45.1B |
-$33.9B |
+$11.2B |
SPY, IEFA, IVV, AAPL, VOO, MSFT |
13F-HR |
11/14/2018, 12:02 PM |
Q2 2018 |
6,417 |
$598B |
+$60.9B |
-$36.3B |
+$24.6B |
SPY, IEFA, SPY, AAPL, IVV, MSFT |
13F-HR |
8/14/2018, 05:03 PM |
Q1 2018 |
6,846 |
$582B |
+$64.7B |
-$64.4B |
+$346M |
SPY, IEFA, IEMG, SPY, MSFT, AAPL |
13F-HR |
5/15/2018, 10:35 AM |
Q4 2017 |
6,304 |
$581B |
+$35.6B |
-$88.8B |
-$53.2B |
SPY, IVV, EFA, IEMG, MSFT, AAPL |
13F-HR |
2/14/2018, 03:58 PM |
Q3 2017 |
6,712 |
$618B |
+$132B |
-$19B |
+$113B |
SPY, EFA, IVV, SPY, MSFT, AAPL |
13F-HR |
11/14/2017, 11:48 AM |
Q2 2017 |
6,384 |
$495B |
+$38.3B |
-$42.1B |
-$3.85B |
SPY, SPY, AAPL, IVV, MSFT, JPM |
13F-HR |
8/14/2017, 01:30 PM |
Q1 2017 |
6,786 |
$498B |
+$57.5B |
-$35B |
+$22.5B |
SPY, SPY, AAPL, SPY, MSFT, EFA |
13F-HR |
5/15/2017, 02:34 PM |
Q4 2016 |
6,849 |
$458B |
+$45.5B |
-$41.8B |
+$3.7B |
SPY, MSFT, AAPL, JPM, SPY, GEXXXX |
13F-HR |
2/14/2017, 01:19 PM |
Q3 2016 |
6,792 |
$452B |
+$42.7B |
-$26.1B |
+$16.6B |
PG, SPY, SPY, AAPL, MSFT, EFA |
13F-HR |
11/14/2016, 11:49 AM |
Q2 2016 |
6,848 |
$425B |
+$41B |
-$25.1B |
+$15.9B |
SPY, SPY, XOM, AAPL, GEXXXX, JNJ |
13F-HR |
8/15/2016, 11:37 AM |
Q1 2016 |
6,688 |
$405B |
+$36.4B |
-$43.6B |
-$7.2B |
SPY, AAPL, XOM, GEXXXX, EFA, MSFT |
13F-HR |
5/13/2016, 03:09 PM |
Q4 2015 |
6,999 |
$415B |
+$41.8B |
-$32.2B |
+$9.56B |
SPY, AAPL, SPY, EFA, JPM, GEXXXX |
13F-HR |
2/16/2016, 11:59 AM |
Q3 2015 |
6,873 |
$396B |
+$137B |
-$12.3B |
+$125B |
SPY, SPY, SPY, AAPL, XOM, JPM |
13F-HR |
11/16/2015, 02:34 PM |
Q2 2015 |
2 |
$10.3K |
|
|
|
SHLDQ, SHLDQ |
NEW HOLDINGS |
11/20/2015, 02:45 PM |
Q2 2015 |
7,000 |
$304B |
+$32.8B |
-$15.8B |
+$17B |
SPY, SPY, SPY, AAPL, XOM, EFA |
RESTATEMENT |
11/20/2015, 02:42 PM |
Q1 2015 |
6,712 |
$294B |
+$48.5B |
-$30B |
+$18.5B |
SPY, SPY, SPY, AAPL, XOM, VNQ |
13F-HR |
5/15/2015, 09:53 AM |
Q4 2014 |
7,461 |
$276B |
+$23.7B |
-$55.8B |
-$32.2B |
SPY, SPY, SPY, XOM, AAPL, VNQ |
13F-HR |
2/13/2015, 09:05 AM |
Q3 2014 |
7,788 |
$304B |
+$26.3B |
-$23.9B |
+$2.42B |
SPY, SPY, SPY, XOM, AAPL, EFA |
13F-HR |
11/14/2014, 10:41 AM |
Q2 2014 |
7,829 |
$309B |
+$53.6B |
-$14.9B |
+$38.7B |
SPY, SPY, SPY, XOM, EFA, AAPL |
13F-HR |
8/14/2014, 03:08 PM |
Q1 2014 |
7,538 |
$266B |
+$24.2B |
-$33.3B |
-$9.07B |
SPY, SPY, SPY, XOM, EFA, AAPL |
13F-HR |
5/15/2014, 04:22 PM |
Q4 2013 |
1 |
$6.63M |
|
|
|
TIPT |
NEW HOLDINGS |
2/27/2014, 04:18 PM |
Q4 2013 |
1 |
$6.63M |
|
|
|
TIPT |
NEW HOLDINGS |
2/27/2014, 04:08 PM |
Q4 2013 |
7,659 |
$274B |
|
|
|
SPY, SPY, SPY, XOM, AAPL, EFA |
13F-HR |
2/14/2014, 05:48 PM |
Q3 2013 |
1 |
$6.73M |
|
|
|
TIPT |
NEW HOLDINGS |
2/27/2014, 04:06 PM |