|
Q1 2024
|
133 |
891,811 |
MSFT, IWM, VFMF, AMZN
|
13F-HR
|
4/11/2024 |
000079119124000002 |
|
Q4 2023
|
122 |
815,286 |
MSFT, IWM, VFMF, AAPL
|
13F-HR
|
1/17/2024 |
000079119124000001 |
|
Q3 2023
|
123 |
748,044 |
USFR, MSFT, VWO, IWM
|
13F-HR
|
10/10/2023 |
000079119123000008 |
|
Q2 2023
|
119 |
778,170 |
USFR, MSFT, VWO, IWM
|
13F-HR
|
7/7/2023 |
000079119123000007 |
|
Q1 2023
|
123 |
696,475 |
VWO, MSFT, VFVA, IWM
|
13F-HR
|
4/6/2023 |
000079119123000003 |
|
Q4 2022
|
122 |
687,254 |
VWO, VFVA, IWM, MSFT
|
13F-HR
|
1/20/2023 |
000079119123000001 |
|
Q3 2022
|
119 |
624,575 |
VWO, MSFT, IWM, VFVA
|
13F-HR
|
10/11/2022 |
000079119122000005 |
|
Q2 2022
|
109 |
665,793 |
VWO, MSFT, IWM, VFMF
|
13F-HR
|
7/8/2022 |
000079119122000004 |
|
Q1 2022
|
107 |
777,145 |
VWO, MSFT, IWM, VFMF
|
13F-HR
|
4/11/2022 |
000079119122000003 |
|
Q4 2021
|
107 |
762,851 |
VWO, MSFT, AMZN, IWM
|
13F-HR
|
1/25/2022 |
000079119122000001 |
|
Q3 2021
|
113 |
784,339 |
VWO, MSFT, AMZN, IWM
|
13F-HR
|
10/6/2021 |
000079119121000026 |
|
Q2 2021
|
110 |
786,394 |
VWO, AMZN, MSFT, IWM
|
13F-HR
|
7/19/2021 |
000079119121000025 |
|
Q1 2021
|
107 |
707,315 |
VWO, AMZN, IWM, VO
|
13F-HR
|
4/8/2021 |
000079119121000022 |
|
Q4 2020
|
104 |
630,731 |
VWO, AMZN, VO, VEA
|
13F-HR
|
2/3/2021 |
000079119121000020 |
|
Q3 2020
|
64 |
209,586 |
AAPL, AMZN, MSFT, V
|
13F-HR
|
10/6/2020 |
000079119120000004 |
|
Q2 2020
|
73 |
212,244 |
AMZN, MSFT, GOOG, V
|
13F-HR
|
7/6/2020 |
000079119120000003 |
|
Q1 2020
|
78 |
161,867 |
AMZN, MSFT, GOOG, V
|
13F-HR
|
4/23/2020 |
000079119120000002 |
|
Q4 2019
|
84 |
176,746 |
AMZN, V, GOOG, MSFT
|
13F-HR
|
1/6/2020 |
000079119120000001 |
|
Q3 2019
|
84 |
164,694 |
AMZN, V, GOOG, MSFT
|
13F-HR
|
10/9/2019 |
000079119119000015 |
|
Q2 2019
|
90 |
161,416 |
AMZN, V, GOOG, MSFT
|
13F-HR
|
7/3/2019 |
000079119119000014 |
|
Q1 2019
|
89 |
166,165 |
AMZN, V, JPM, MSFT
|
13F-HR
|
4/23/2019 |
000079119119000012 |
|
Q4 2018
|
89 |
140,972 |
AMZN, V, JPM, MSFT
|
13F-HR
|
1/15/2019 |
000079119119000001 |
|
Q3 2018
|
90 |
177,962 |
AMZN, V, JPM, MSFT
|
13F-HR
|
10/18/2018 |
000079119118000006 |
|
Q2 2018
|
98 |
179,305 |
AMZN, JPM, V, BAC
|
13F-HR
|
7/17/2018 |
000079119118000005 |
|
Q1 2018
|
96 |
173,859 |
AMZN, JPM, V, BAC
|
13F-HR
|
4/24/2018 |
000079119118000002 |
|
Q4 2017
|
99 |
170,035 |
AMZN, JPM, BAC, V
|
13F-HR
|
1/18/2018 |
000079119118000001 |
|
Q3 2017
|
94 |
162,578 |
JPM, AMZN, V, BAC
|
13F-HR
|
10/17/2017 |
000079119117000006 |
|
Q2 2017
|
94 |
156,489 |
JPM, AMZN, BAC, V
|
13F-HR
|
7/19/2017 |
000079119117000005 |
|
Q1 2017
|
105 |
185,577 |
JPM, AMZN, BAC, V
|
13F-HR
|
4/20/2017 |
000079119117000004 |
|
Q4 2016
|
102 |
171,644 |
JPM, AMZN, BAC, MSFT
|
13F-HR
|
1/24/2017 |
000079119117000003 |
|
Q3 2016
|
114 |
174,168 |
JPM, V, AMZN, MSFT
|
13F-HR
|
10/18/2016 |
000079119116000015 |
|
Q2 2016
|
111 |
162,705 |
JPM, CCI, AON, MMM
|
13F-HR
|
7/18/2016 |
000079119116000012 |
|
Q1 2016
|
102 |
161,190 |
JPM, AON, BAC, CCI
|
13F-HR
|
4/18/2016 |
000079119116000011 |
|
Q4 2015
|
100 |
162,631 |
JPM, BAC, PNC, CCI
|
13F-HR
|
1/21/2016 |
000079119116000010 |
|
Q3 2015
|
101 |
157,223 |
JPM, BAC, PNC, CCI
|
13F-HR
|
10/16/2015 |
000079119115000009 |
|
Q2 2015
|
103 |
171,748 |
JPM, BAC, PNC, NXPI
|
13F-HR
|
7/20/2015 |
000079119115000008 |
|
Q1 2015
|
103 |
172,780 |
JPM, BAC, PNC, NXPI
|
13F-HR
|
5/4/2015 |
000079119115000007 |
|
Q4 2014
|
104 |
164,609 |
JPM, BAC, PNC, DHR
|
13F-HR
|
1/16/2015 |
000079119115000001 |
|
Q3 2014
|
102 |
161,463 |
JPM, BAC, CROWN CASTLE INTL CORP, ORCL
|
13F-HR
|
10/29/2014 |
000079119114000006 |
|
Q2 2014
|
101 |
155,279 |
JPM, BAC, DHR, ORCL
|
13F-HR
|
7/16/2014 |
000079119114000004 |
|
Q1 2014
|
99 |
150,602 |
JPM, BAC, CROWN CASTLE INTL CORP, DHR
|
13F-HR
|
4/29/2014 |
000079119114000002 |
|
Q4 2013
|
94 |
144,992 |
JPM, CB, BAC, CROWN CASTLE INTL CORP
|
13F-HR
|
1/21/2014 |
000079119114000001 |