Q1 2024 |
2,657 |
$71B |
+$7.97B |
-$9.54B |
-$1.57B |
MSFT, AAPL, NVDA, AMZN, VCSH, IVV |
13F-HR |
5/14/2024, 02:19 PM |
Q4 2023 |
2,639 |
$66.2B |
+$6.58B |
-$10.8B |
-$4.22B |
MSFT, AAPL, IVV, AMZN, NVDA, META |
13F-HR |
2/13/2024, 02:00 PM |
Q3 2023 |
2,725 |
$63.7B |
+$5.2B |
-$7.46B |
-$2.27B |
AAPL, MSFT, AMZN, NVDA, GOOGL, IVV |
13F-HR |
11/13/2023, 02:23 PM |
Q2 2023 |
2,500 |
$67.9B |
+$4.84B |
-$5.07B |
-$231M |
AAPL, MSFT, LQD, AMZN, NVDA, IVV |
13F-HR |
8/11/2023, 02:53 PM |
Q1 2023 |
2,311 |
$59.3B |
+$5.72B |
-$3.77B |
+$1.95B |
AAPL, MSFT, LQD, AMZN, NVDA, IVV |
13F-HR |
5/12/2023, 11:20 AM |
Q4 2022 |
2,589 |
$59.3B |
+$4.53B |
-$7.36B |
-$2.83B |
AAPL, MSFT, LQD, AMZN, IVV, UNH |
13F-HR |
2/14/2023, 08:19 AM |
Q3 2022 |
2,386 |
$57.4B |
+$8.11B |
-$5.87B |
+$2.24B |
AAPL, MSFT, AMZN, LQD, TSLA, GOOGL |
13F-HR |
11/4/2022, 09:30 AM |
Q2 2022 |
2,374 |
$60.8B |
+$7.41B |
-$6.72B |
+$697M |
AAPL, MSFT, AMZN, GOOGL, GOOG, TSLA |
13F-HR |
8/15/2022, 11:04 AM |
Q1 2022 |
2,423 |
$73.5B |
+$7.04B |
-$8.79B |
-$1.75B |
AAPL, MSFT, AMZN, TSLA, GOOGL, GOOG |
13F-HR |
5/13/2022, 02:06 PM |
Q4 2021 |
2,448 |
$77.5B |
+$10.1B |
-$7.06B |
+$3.01B |
AAPL, MSFT, AMZN, LQD, IVV, GOOGL |
13F-HR |
2/14/2022, 07:48 AM |
Q3 2021 |
2,539 |
$71.3B |
+$7.6B |
-$7.94B |
-$332M |
MSFT, AAPL, AMZN, META, GOOGL, GOOG |
13F-HR |
11/15/2021, 02:07 PM |
Q2 2021 |
2,523 |
$72.5B |
+$8.1B |
-$6.9B |
+$1.21B |
MSFT, AAPL, AMZN, META, GOOGL, GOOG |
13F-HR |
8/16/2021, 03:14 PM |
Q1 2021 |
2,453 |
$66.6B |
+$9.91B |
-$7.08B |
+$2.83B |
MSFT, AAPL, AMZN, META, GOOGL, GOOG |
13F-HR |
5/12/2021, 03:58 PM |
Q4 2020 |
2,258 |
$58.8B |
+$53.2B |
-$1.18B |
+$52B |
AAPL, MSFT, AMZN, META, GOOGL, GOOG |
RESTATEMENT |
8/16/2021, 03:02 PM |
Q3 2020 |
1,269 |
$692M |
|
|
|
IVV, BSV, VOO, AGG, LQD, MSFT |
NEW HOLDINGS |
8/5/2021, 03:11 PM |
Q3 2020 |
2,394 |
$5.97B |
+$1.33B |
-$1.57B |
-$233M |
PULS, NRG, NLYXXXX, STMP, UFPI, OSK |
13F-HR |
11/16/2020, 11:36 AM |
Q2 2020 |
1,231 |
$540M |
|
|
|
IVV, AGG, BSV, LQD, VOO, QQQ |
NEW HOLDINGS |
8/5/2021, 03:08 PM |
Q2 2020 |
2,366 |
$6.09B |
+$1.73B |
-$2.29B |
-$564M |
PULS, NRG, STMP, OSK, AES, LNC |
13F-HR |
8/12/2020, 11:33 AM |
Q1 2020 |
1,139 |
$385M |
|
|
|
AGG, IVV, BIL, USMV, GOVT, VOO |
NEW HOLDINGS |
8/5/2021, 03:06 PM |
Q1 2020 |
2,289 |
$5.67B |
+$1.68B |
-$1.7B |
-$23M |
EXC, TSN, COF, PULS, OSK, KHC |
13F-HR |
5/12/2020, 11:11 AM |
Q4 2019 |
1,198 |
$383M |
|
|
|
IVV, AGG, VEA, USMV, VOO, GOVT |
NEW HOLDINGS |
8/5/2021, 03:04 PM |
Q4 2019 |
2,386 |
$9.36B |
+$1.5B |
-$2.39B |
-$881M |
OSK, DISCK, BG, PULS, AMG, JEF |
13F-HR |
2/11/2020, 01:35 PM |
Q3 2019 |
1,142 |
$306M |
|
|
|
AGG, IVV, NEAR, USMV, MUB, QUAL |
NEW HOLDINGS |
8/5/2021, 03:01 PM |
Q3 2019 |
2,363 |
$9.89B |
+$2.32B |
-$1.8B |
+$515M |
GEXXXX, OSK, DISCK, KDP, VIAB, FTDR |
13F-HR |
11/13/2019, 12:21 PM |
Q2 2019 |
1,141 |
$288M |
|
|
|
AGG, IVV, NEAR, QUAL, IEFA, MUB |
NEW HOLDINGS |
8/5/2021, 02:58 PM |
Q2 2019 |
2,405 |
$9.93B |
+$2.41B |
-$2.84B |
-$429M |
OSK, DISCK, CPT, VIAB, SPG, KDP |
13F-HR |
8/8/2019, 01:51 PM |
Q1 2019 |
1,039 |
$236M |
|
|
|
NEAR, AGG, IVV, IEFA, MUB, VOO |
NEW HOLDINGS |
8/5/2021, 02:54 PM |
Q1 2019 |
2,396 |
$11.4B |
+$2.23B |
-$3.41B |
-$1.18B |
EXC, KMI, NRG, CPT, UNM, WCC |
13F-HR |
5/15/2019, 12:26 PM |
Q4 2018 |
941 |
$123M |
|
|
|
AGG, IVV, QUAL, IEFA, NEAR, VOO |
NEW HOLDINGS |
8/5/2021, 02:47 PM |
Q4 2018 |
2,338 |
$11.7B |
+$2.26B |
-$4.31B |
-$2.04B |
EXC, SPG, KSS, UAL, NSC, NRG |
13F-HR |
2/7/2019, 03:34 PM |
Q3 2018 |
761 |
$62.1M |
|
|
|
AGG, BSV, QUAL, EFAV, IVV, VOO |
NEW HOLDINGS |
9/1/2021, 02:42 PM |
Q3 2018 |
2,369 |
$17.3B |
+$2.74B |
-$7.94B |
-$5.2B |
NSC, KSS, NFLX, SPG, HPE, NRG |
13F-HR |
11/7/2018, 03:14 PM |
Q2 2018 |
556 |
$27.6M |
|
|
|
AGG, VOO, EFAV, EMB, BSV, VEA |
NEW HOLDINGS |
9/1/2021, 02:39 PM |
Q2 2018 |
2,343 |
$22.6B |
+$4.7B |
-$12B |
-$7.31B |
VNQ, NFLX, ILMN, APC, ESRX, FCX |
13F-HR |
8/13/2018, 12:01 PM |
Q1 2018 |
334 |
$7.57M |
|
|
|
VEA, IBDL, VOO, VFH, EMB, IBDH |
NEW HOLDINGS |
9/1/2021, 02:37 PM |
Q1 2018 |
2,259 |
$31B |
+$3.82B |
-$42.4B |
-$38.6B |
BRKB, SPY, C, COP, MPC, SPGI |
13F-HR |
5/4/2018, 11:39 AM |
Q4 2017 |
2 |
$25K |
|
|
|
IWD, IWS |
NEW HOLDINGS |
9/1/2021, 02:33 PM |
Q4 2017 |
2,328 |
$73.4B |
+$6.08B |
-$5.93B |
+$148M |
AAPL, MSFT, JPM, META, GOOG, XOM |
13F-HR |
2/13/2018, 02:09 PM |
Q3 2017 |
192 |
$9.16B |
|
|
|
AAPL, BAC, AMZN, BRKB, AMGN, AMAT |
NEW HOLDINGS |
11/30/2017, 02:40 PM |
Q3 2017 |
2,328 |
$69.6B |
+$6.14B |
-$6.03B |
+$110M |
AAPL, MSFT, META, JPM, GOOG, JNJ |
13F-HR |
11/2/2017, 11:45 AM |
Q2 2017 |
2,336 |
$67.2B |
+$7.96B |
-$5.61B |
+$2.36B |
AAPL, MSFT, JPM, XOM, JNJ, META |
13F-HR |
8/7/2017, 03:48 PM |
Q1 2017 |
2,325 |
$64.1B |
+$6.38B |
-$6.5B |
-$128M |
AAPL, MSFT, JPM, META, XOM, JNJ |
13F-HR |
5/10/2017, 02:31 PM |
Q4 2016 |
2,329 |
$62.2B |
+$5.11B |
-$5.68B |
-$572M |
AAPL, MSFT, JPM, XOM, JNJ, T |
13F-HR |
2/7/2017, 02:29 PM |
Q3 2016 |
2,312 |
$60.5B |
+$5.33B |
-$5.99B |
-$657M |
AAPL, MSFT, XOM, JNJ, META, AMZN |
13F-HR |
11/4/2016, 02:07 PM |
Q2 2016 |
2,285 |
$59.4B |
+$7.03B |
-$3.96B |
+$3.07B |
AAPL, MSFT, XOM, JNJ, T, JPM |
13F-HR |
8/9/2016, 02:49 PM |
Q1 2016 |
2,291 |
$55.9B |
+$6.51B |
-$5.79B |
+$726M |
AAPL, MSFT, XOM, T, JNJ, JPM |
13F-HR |
5/9/2016, 01:47 PM |
Q4 2015 |
2,232 |
$55.2B |
+$7.18B |
-$3.82B |
+$3.36B |
AAPL, MSFT, XOM, JPM, AMZN, BRKB |
13F-HR |
2/12/2016, 01:12 PM |
Q3 2015 |
2,219 |
$50.7B |
+$5.13B |
-$5.83B |
-$701M |
AAPL, MSFT, XOM, JPM, JNJ, T |
13F-HR |
11/10/2015, 12:50 PM |
Q2 2015 |
2,224 |
$56.3B |
+$5.36B |
-$5.13B |
+$232M |
AAPL, XOM, MSFT, JPM, JNJ, BRKB |
13F-HR |
8/6/2015, 02:14 PM |
Q1 2015 |
2,227 |
$57.7B |
+$7.55B |
-$4.89B |
+$2.66B |
AAPL, XOM, MSFT, JNJ, JPM, BRKB |
13F-HR |
5/1/2015, 02:20 PM |
Q4 2014 |
2,197 |
$55.2B |
+$4.78B |
-$4.8B |
-$17.7M |
AAPL, XOM, MSFT, GEXXXX, JPM, JNJ |
13F-HR |
2/6/2015, 12:47 PM |
Q3 2014 |
2,210 |
$53.1B |
+$3.5B |
-$6.64B |
-$3.14B |
AAPL, XOM, JNJ, MSFT, GEXXXX, JPM |
13F-HR |
11/12/2014, 01:04 PM |
Q2 2014 |
2,425 |
$56.7B |
+$6.92B |
-$4.11B |
+$2.81B |
AAPL, XOM, JNJ, MSFT, GEXXXX, WFC |
13F-HR |
8/13/2014, 03:18 PM |
Q1 2014 |
2,260 |
$53.7B |
+$6.14B |
-$3.38B |
+$2.75B |
AAPL, XOM, GOOGLXXXX, MSFT, JNJ, CVX |
13F-HR |
5/14/2014, 04:11 PM |
Q4 2013 |
2,285 |
$50.4B |
|
|
|
AAPL, XOM, GOOGLXXXX, JNJ, CVX, WFC |
13F-HR |
2/11/2014, 02:01 PM |