Q1 2024 |
2,583 |
$68.2B |
+$6.4B |
-$5.06B |
+$1.34B |
MSFT, AMZN, VEA, NVDA, AAPL, BND |
13F-HR |
5/7/2024, 03:14 PM |
Q4 2023 |
2,601 |
$62.2B |
+$4.27B |
-$4.02B |
+$250M |
MSFT, VEA, SCHX, BND, AMZN, AAPL |
13F-HR |
2/14/2024, 08:34 AM |
Q3 2023 |
2,778 |
$55.6B |
+$3.5B |
-$2.77B |
+$733M |
MSFT, VEA, SCHX, BND, AMZN, AAPL |
13F-HR |
11/14/2023, 08:46 AM |
Q2 2023 |
2,660 |
$57.3B |
+$4.27B |
-$3.49B |
+$778M |
MSFT, SCHX, VEA, BND, AAPL, AMZN |
13F-HR |
8/11/2023, 01:27 PM |
Q1 2023 |
2,670 |
$53.7B |
+$7.79B |
-$1.35B |
+$6.44B |
BND, SCHX, VEA, MSFT, AAPL, AMZN |
13F-HR |
5/12/2023, 07:41 AM |
Q4 2022 |
2,510 |
$45B |
+$3.13B |
-$5.55B |
-$2.42B |
BND, VEA, SCHX, MSFT, SCHV, SCHG |
13F-HR |
2/10/2023, 03:37 PM |
Q3 2022 |
2,588 |
$44.4B |
+$3.93B |
-$1.68B |
+$2.25B |
BND, SCHX, VEA, MSFT, AMZN, AAPL |
13F-HR |
11/14/2022, 08:42 AM |
Q2 2022 |
2,382 |
$45.1B |
+$6.94B |
-$1.89B |
+$5.04B |
BND, SCHX, VEA, MSFT, GOOGL, AMZN |
13F-HR |
8/15/2022, 09:37 AM |
Q1 2022 |
2,381 |
$49B |
+$5.14B |
-$3.24B |
+$1.89B |
BND, SCHX, VEA, MSFT, AMZN, GOOGL |
13F-HR |
5/13/2022, 08:26 AM |
Q4 2021 |
2,403 |
$52.3B |
+$5.29B |
-$2.01B |
+$3.28B |
SCHX, BND, VEA, MSFT, AMZN, GOOGL |
13F-HR |
2/14/2022, 10:35 AM |
Q3 2021 |
2,332 |
$46.7B |
+$5.61B |
-$2.32B |
+$3.29B |
SCHX, BND, VEA, MSFT, AMZN, GOOGL |
13F-HR |
11/12/2021, 07:58 AM |
Q2 2021 |
2,359 |
$44.1B |
+$4.42B |
-$1.98B |
+$2.43B |
SCHX, BND, VEA, MSFT, AMZN, MUB |
13F-HR |
8/6/2021, 12:14 PM |
Q1 2021 |
1,975 |
$35.9B |
+$2.28B |
-$1.92B |
+$367M |
SCHX, VEA, BND, MSFT, AMZN, AAPL |
13F-HR |
5/12/2021, 10:22 AM |
Q4 2020 |
2,292 |
$37.8B |
+$3.2B |
-$2.87B |
+$334M |
SCHX, VEA, BND, MSFT, AAPL, AMZN |
13F-HR |
2/8/2021, 10:13 AM |
Q3 2020 |
2,197 |
$33.7B |
+$3.36B |
-$2.49B |
+$868M |
SCHX, BND, VEA, MSFT, AMZN, AAPL |
RESTATEMENT |
12/4/2020, 12:25 PM |
Q2 2020 |
2,197 |
$31.7B |
+$2.42B |
-$2.74B |
-$323M |
SCHX, VEA, BND, MSFT, AMZN, AAPL |
RESTATEMENT |
8/17/2020, 03:15 PM |
Q1 2020 |
2,104 |
$26.6B |
+$2.37B |
-$1.64B |
+$738M |
SCHX, BND, VEA, MSFT, AMZN, MUB |
13F-HR |
5/14/2020, 10:06 AM |
Q4 2019 |
2,216 |
$32.1B |
+$2.3B |
-$2.31B |
-$11.7M |
SCHX, VEA, BND, MSFT, AMZN, SEIC |
13F-HR |
2/6/2020, 11:18 AM |
Q3 2019 |
2,166 |
$27.5B |
+$2.87B |
-$1.65B |
+$1.22B |
SCHX, VEA, BND, AMZN, VWO, INFO |
13F-HR |
11/12/2019, 08:58 AM |
Q2 2019 |
2,186 |
$29.4B |
+$2.7B |
-$2.34B |
+$357M |
SCHX, BND, VEA, MSFT, AMZN, MUB |
13F-HR |
8/14/2019, 04:10 PM |
Q1 2019 |
2,612 |
$28.5B |
|
|
|
VEA, BND, SCHX, MSFT, AMZN, MUB |
13F-HR |
5/15/2019, 05:23 PM |
Q4 2018 |
1,365 |
$18.1B |
|
|
|
SCHX, BND, VEA, MSFT, V, EMLC |
13F-HR |
2/13/2019, 11:36 AM |
Q3 2018 |
2,350 |
$27.2B |
+$2.57B |
-$5.49B |
-$2.92B |
SCHX, VEA, BND, AMZN, MSFT, V |
13F-HR |
11/8/2018, 10:01 AM |
Q2 2018 |
3,331 |
$29B |
+$4.95B |
-$1.7B |
+$3.25B |
SPY, BND, VEA, AMZN, MSFT, MUB |
13F-HR |
8/3/2018, 03:41 PM |
Q1 2018 |
3,169 |
$25.8B |
+$3.24B |
-$5.47B |
-$2.23B |
BND, VEA, SPY, MUB, MSFT, V |
13F-HR |
5/11/2018, 11:25 AM |
Q4 2017 |
2,951 |
$26.2B |
+$1.78B |
-$2.17B |
-$385M |
BND, VEA, SPY, MSFT, V, META |
13F-HR |
2/8/2018, 08:02 AM |
Q3 2017 |
2,820 |
$25.8B |
+$3.56B |
-$1.38B |
+$2.18B |
SPY, BND, VEA, MSFT, V, META |
13F-HR |
11/6/2017, 07:48 AM |
Q2 2017 |
2,773 |
$24.5B |
+$2.95B |
-$1.36B |
+$1.58B |
SPY, BND, VEA, MSFT, V, META |
13F-HR |
7/31/2017, 10:13 AM |
Q1 2017 |
2,681 |
$22.5B |
+$3.21B |
-$2.27B |
+$941M |
SPY, BND, VEA, MSFT, V, META |
13F-HR |
5/5/2017, 10:39 AM |
Q4 2016 |
2,587 |
$18.7B |
+$2.22B |
-$1.3B |
+$927M |
SPY, MSFT, V, GOOGL, BND, GOOG |
13F-HR |
2/2/2017, 04:10 PM |
Q3 2016 |
2,607 |
$19.2B |
+$3.25B |
-$832M |
+$2.41B |
SPY, V, MSFT, META, GOOG, BND |
13F-HR |
11/4/2016, 11:08 AM |
Q2 2016 |
2,402 |
$16.3B |
+$1.89B |
-$1.16B |
+$728M |
SPY, V, META, GOOG, VEA, GOOGL |
13F-HR |
8/11/2016, 01:30 PM |
Q1 2016 |
2,285 |
$15.7B |
+$1.5B |
-$1.61B |
-$107M |
SPY, V, META, GOOGL, GOOG, MSFT |
RESTATEMENT |
5/10/2016, 08:55 AM |
Q4 2015 |
2,300 |
$16.1B |
+$5.84B |
-$536M |
+$5.3B |
SPY, V, META, GOOGL, GOOG, AAPL |
13F-HR |
2/3/2016, 12:06 PM |
Q3 2015 |
2,268 |
$10.6B |
+$1.7B |
-$1B |
+$695M |
SPY, AAPL, V, META, GOOGLXXXX, GOOGXXXX |
RESTATEMENT |
11/2/2015, 07:25 AM |
Q2 2015 |
2,008 |
$10.7B |
+$1.15B |
-$1.99B |
-$847M |
AAPL, SPY, META, V, SPG, GOOGLXXXX |
RESTATEMENT |
8/7/2015, 08:13 AM |
Q1 2015 |
1,835 |
$10.5B |
+$1.3B |
-$1.3B |
+$251K |
AAPL, SPY, V, META, AMAT, SPG |
RESTATEMENT |
5/14/2015, 02:13 PM |
Q4 2014 |
1,808 |
$10.6B |
|
|
|
AAPL, V, AMAT, SPY, UNP, META |
13F-HR |
2/10/2015, 12:18 PM |