| Q1 2024 |
6,849 |
$44.7B |
+$1.89B |
-$17.9B |
-$16B |
AAPL, QQQ, MSFT, IVV, NVDA, AMZN |
13F-HR |
5/10/2024, 04:18 PM |
| Q4 2023 |
7,210 |
$57.1B |
+$18.2B |
-$13.1B |
+$5.09B |
IVV, AAPL, MSFT, QQQ, VOO, VTI |
13F-HR |
2/12/2024, 12:22 PM |
| Q3 2023 |
7,578 |
$47.7B |
+$11.5B |
-$1.91B |
+$9.57B |
MSFT, QQQ, VTI, IUSB, SPY, NVDA |
13F-HR |
11/13/2023, 01:52 PM |
| Q2 2023 |
7,724 |
$53.4B |
+$3.34B |
-$3.39B |
-$50.8M |
IVV, AAPL, MSFT, VOO, IUSB, AMZN |
RESTATEMENT |
8/21/2023, 12:55 PM |
| Q1 2023 |
7,397 |
$51.1B |
+$4.86B |
-$3.44B |
+$1.42B |
IVV, AAPL, MSFT, BSV, VOO, IUSB |
13F-HR |
5/12/2023, 03:48 PM |
| Q4 2022 |
5,876 |
$46.6B |
+$5.68B |
-$2.83B |
+$2.85B |
IVV, AAPL, BSV, MSFT, VOO, VEA |
13F-HR |
2/10/2023, 10:33 AM |
| Q3 2022 |
5,937 |
$41.2B |
+$3.71B |
-$2.33B |
+$1.38B |
IVV, AAPL, BSV, MSFT, VOO, ESGU |
13F-HR |
11/14/2022, 10:12 AM |
| Q2 2022 |
6,028 |
$42.3B |
|
|
|
IVV, AAPL, ITOT, BSV, MSFT, VOO |
13F-HR |
8/10/2022, 04:12 PM |
| Q1 2022 |
3,859 |
$6.37B |
|
|
|
IVV, SPY, VTV, MDYV, MRK, IWP |
13F-HR |
5/4/2022, 12:32 PM |
| Q4 2021 |
6,331 |
$49.3B |
+$3.97B |
-$2.07B |
+$1.9B |
IVV, AAPL, VOO, MSFT, SPYG, ESGU |
13F-HR |
2/3/2022, 02:55 PM |
| Q3 2021 |
6,167 |
$44.2B |
+$4.4B |
-$1.98B |
+$2.41B |
AAPL, IVV, VOO, MSFT, AMZN, VEA |
13F-HR |
11/5/2021, 01:19 PM |
| Q2 2021 |
6,029 |
$43.3B |
+$4.1B |
-$1.97B |
+$2.13B |
AAPL, IVV, VOO, MSFT, AMZN, VEA |
13F-HR |
8/2/2021, 05:30 PM |
| Q1 2021 |
5,954 |
$38.8B |
+$4.61B |
-$1.93B |
+$2.68B |
AAPL, IVV, IJR, VOO, MSFT, AMZN |
13F-HR |
5/13/2021, 11:59 AM |
| Q4 2020 |
5,486 |
$34.7B |
+$3.42B |
-$2.74B |
+$680M |
AAPL, IVV, VOO, IJR, AMZN, MSFT |
13F-HR |
2/10/2021, 09:12 AM |
| Q3 2020 |
4,846 |
$28.1B |
+$2.65B |
-$1.25B |
+$1.4B |
IVV, AMZN, VOO, MSFT, VEA, USMV |
13F-HR |
11/12/2020, 12:56 PM |
| Q2 2020 |
4,967 |
$27.6B |
|
|
|
AAPL, IVV, AMZN, MSFT, VOO, VEA |
13F-HR |
8/14/2020, 09:08 AM |
| Q1 2020 |
3,691 |
$4.33B |
|
|
|
IVE, BIL, NEAR, ISTB, ESGU, LDUR |
13F-HR |
5/15/2020, 06:05 PM |