Q1 2024 |
1,741 |
$47.7B |
+$2.07B |
-$1.62B |
+$446M |
MSFT, AAPL, JPM, BRKB, HD, GOOG |
13F-HR |
5/14/2024, 12:54 PM |
Q4 2023 |
1,704 |
$43.9B |
+$4.49B |
-$1.2B |
+$3.29B |
MSFT, AAPL, JPM, GOOG, HD, BRKB |
13F-HR |
2/14/2024, 02:00 PM |
Q3 2023 |
1,783 |
$36.6B |
+$1.56B |
-$1.03B |
+$536M |
MSFT, AAPL, JPM, GOOG, BRKB, VEA |
13F-HR |
11/13/2023, 03:22 PM |
Q2 2023 |
1,683 |
$37.9B |
+$1.7B |
-$6.43B |
-$4.73B |
AAPL, MSFT, JPM, VEA, BRKB, GOOG |
13F-HR |
8/11/2023, 04:06 PM |
Q1 2023 |
1,681 |
$40.5B |
+$2.12B |
-$1.22B |
+$901M |
AAPL, MSFT, JPM, HD, BRKB, VEA |
13F-HR |
5/15/2023, 10:45 AM |
Q4 2022 |
1,586 |
$37.2B |
+$3.39B |
-$1.95B |
+$1.45B |
MSFT, AAPL, JPM, HD, JNJ, BRKB |
13F-HR |
2/13/2023, 04:13 PM |
Q3 2022 |
1,569 |
$28.7B |
+$2.16B |
-$1.56B |
+$599M |
JNJ, BRKB, JPM, GOOG, VEA, IWD |
13F-HR |
11/14/2022, 06:59 PM |
Q2 2022 |
1,668 |
$35.3B |
+$3.16B |
-$1.07B |
+$2.09B |
AAPL, MSFT, JNJ, BRKB, JPM, HD |
13F-HR |
8/8/2022, 05:08 PM |
Q1 2022 |
1,704 |
$39.3B |
+$1.86B |
-$1.1B |
+$754M |
AAPL, MSFT, BRKB, JPM, GOOG, JNJ |
13F-HR |
5/13/2022, 10:35 AM |
Q4 2021 |
1,864 |
$42.8B |
+$1.52B |
-$1.2B |
+$323M |
AAPL, MSFT, JPM, HD, GOOG, BRKB |
13F-HR |
2/9/2022, 10:03 AM |
Q3 2021 |
1,833 |
$38.7B |
+$1.67B |
-$680M |
+$985M |
MSFT, AAPL, JPM, HD, GOOG, VEA |
13F-HR |
11/12/2021, 02:23 PM |
Q2 2021 |
1,721 |
$38.2B |
+$2.03B |
-$1.03B |
+$995M |
MSFT, AAPL, JPM, HD, VEA, DIS |
13F-HR |
8/11/2021, 05:04 PM |
Q1 2021 |
1,673 |
$35.6B |
+$1.96B |
-$1.34B |
+$619M |
AAPL, MSFT, JPM, DIS, HD, VEA |
13F-HR |
5/13/2021, 10:45 AM |
Q4 2020 |
1,553 |
$33.1B |
+$1.65B |
-$981M |
+$666M |
AAPL, MSFT, JPM, DIS, VEA, HD |
13F-HR |
2/11/2021, 02:55 PM |
Q3 2020 |
1,476 |
$29.2B |
+$2.48B |
-$1.09B |
+$1.4B |
AAPL, MSFT, HD, JPM, BRKB, VEA |
13F-HR |
11/12/2020, 12:22 PM |
Q2 2020 |
1,490 |
$26.5B |
+$2.36B |
-$1.49B |
+$875M |
AAPL, MSFT, HD, JPM, JNJ, VEA |
RESTATEMENT |
10/22/2020, 10:33 AM |
Q1 2020 |
1,407 |
$21.6B |
+$1.79B |
-$1.74B |
+$53.9M |
MSFT, AAPL, JPM, BRKB, JNJ, HD |
13F-HR |
5/14/2020, 11:30 AM |
Q4 2019 |
1,504 |
$27.8B |
+$1.43B |
-$932M |
+$502M |
AAPL, MSFT, JPM, DIS, VEA, BRKB |
13F-HR |
2/14/2020, 03:08 PM |
Q3 2019 |
1,475 |
$25.2B |
+$1.16B |
-$1.52B |
-$354M |
MSFT, AAPL, JPM, HD, DIS, VEA |
13F-HR |
11/14/2019, 09:07 AM |
Q2 2019 |
1,512 |
$25.7B |
+$8.63B |
-$513M |
+$8.11B |
MSFT, AAPL, JPM, DIS, JNJ, BFA |
13F-HR |
8/14/2019, 11:57 AM |
Q1 2019 |
1,282 |
$17.1B |
+$1.51B |
-$906M |
+$601M |
MSFT, IWD, AAPL, IWF, VEA, IWR |
13F-HR |
5/14/2019, 02:57 PM |
Q4 2018 |
1,248 |
$14.5B |
+$2B |
-$738M |
+$1.26B |
IWD, AAPL, MSFT, IWF, VEA, IWR |
13F-HR |
2/14/2019, 10:56 AM |
Q3 2018 |
1,320 |
$15.9B |
+$1.06B |
-$696M |
+$368M |
AAPL, IWD, MSFT, IWF, VEA, IWR |
13F-HR |
11/13/2018, 11:34 AM |
Q2 2018 |
1,275 |
$14.7B |
+$1.25B |
-$717M |
+$535M |
IWD, AAPL, IWF, VEA, MSFT, IWR |
13F-HR |
8/13/2018, 05:22 PM |
Q1 2018 |
1,247 |
$14.2B |
+$1.15B |
-$742M |
+$406M |
IWD, AAPL, IWF, VEA, MSFT, IWR |
13F-HR |
5/14/2018, 03:35 PM |
Q4 2017 |
1,255 |
$14.1B |
+$1.01B |
-$632M |
+$379M |
IWD, AAPL, IWF, VEA, MSFT, IWR |
13F-HR |
2/9/2018, 03:57 PM |
Q3 2017 |
1,223 |
$13.2B |
+$809M |
-$711M |
+$97.9M |
IWD, AAPL, VEA, IWF, MSFT, JNJ |
13F-HR |
11/14/2017, 03:35 PM |
Q2 2017 |
1,218 |
$12.8B |
+$1.04B |
-$941M |
+$101M |
IWD, AAPL, VEA, IWF, MSFT, JNJ |
13F-HR |
8/14/2017, 12:30 PM |
Q1 2017 |
1,208 |
$12.4B |
+$1.08B |
-$717M |
+$366M |
IWD, AAPL, VEA, IWF, MSFT, JNJ |
RESTATEMENT |
6/19/2017, 04:56 PM |
Q4 2016 |
1,188 |
$11.5B |
+$1.09B |
-$784M |
+$307M |
IWD, AAPL, GEXXXX, VEA, IWF, MSFT |
13F-HR |
2/9/2017, 05:09 PM |
Q3 2016 |
1,191 |
$11.2B |
+$853M |
-$833M |
+$19.2M |
IWD, AAPL, GEXXXX, IWF, VEA, MSFT |
13F-HR |
11/10/2016, 01:18 PM |
Q2 2016 |
1,176 |
$10.7B |
+$949M |
-$622M |
+$327M |
IWD, AAPL, GEXXXX, IWF, VEA, JNJ |
13F-HR |
8/11/2016, 04:19 PM |
Q1 2016 |
1,214 |
$10.5B |
+$1.37B |
-$814M |
+$561M |
IWD, AAPL, GEXXXX, VEA, MSFT, IWF |
13F-HR |
5/12/2016, 02:56 PM |
Q4 2015 |
1,227 |
$10B |
+$1.08B |
-$583M |
+$492M |
IWD, GEXXXX, AAPL, IWF, VEA, MSFT |
13F-HR |
2/11/2016, 02:24 PM |
Q3 2015 |
1,243 |
$9.4B |
+$1.05B |
-$648M |
+$405M |
IWD, AAPL, GEXXXX, VEA, IWF, JNJ |
13F-HR |
11/10/2015, 04:34 PM |
Q2 2015 |
1,304 |
$10.2B |
|
|
|
IWD, AAPL, GEXXXX, VEA, ABBV, IWF |
13F-HR |
8/13/2015, 06:07 PM |