|
Q4 2023
|
550 |
10,811,792 |
MSFT, AAPL, NVDA, SHY
|
13F-HR
|
2/13/2024 |
000095012324001954 |
|
Q3 2023
|
677 |
9,020,895 |
MSFT, AAPL, SHY, NVDA
|
13F-HR
|
11/14/2023 |
000095012323010695 |
|
Q2 2023
|
874 |
9,269,602 |
MSFT, AAPL, SHY, NVDA
|
13F-HR
|
8/11/2023 |
000095012323007506 |
|
Q1 2023
|
737 |
8,862,103 |
AAPL, MSFT, SHY, GOOGL
|
13F-HR
|
5/12/2023 |
000095012323004671 |
|
Q4 2022
|
725 |
8,257,549 |
AAPL, MSFT, SHY, BRK-B
|
13F-HR
|
2/9/2023 |
000095012323001239 |
|
Q3 2022
|
724 |
7,743,043 |
AAPL, MSFT, SHY, AMZN
|
13F-HR
|
11/10/2022 |
000095012322011439 |
|
Q2 2022
|
722 |
7,945,210 |
MSFT, AAPL, SHY, GOOGL
|
13F-HR
|
8/5/2022 |
000095012322007834 |
|
Q1 2022
|
726 |
9,321,297 |
MSFT, AAPL, SHY, AMZN
|
13F-HR
|
5/11/2022 |
000095012322005206 |
|
Q4 2021
|
788 |
9,775,596 |
MSFT, AAPL, SHY, AMZN
|
13F-HR
|
2/10/2022 |
000095012322001661 |
|
Q3 2021
|
580 |
8,353,255 |
MSFT, AAPL, SHY, AMZN
|
13F-HR
|
11/9/2021 |
000095012321014310 |
|
Q2 2021
|
644 |
8,640,661 |
MSFT, AAPL, AMZN, SHY
|
13F-HR
|
8/13/2021 |
000095012321010829 |
|
Q1 2021
|
644 |
7,834,286 |
MSFT, AAPL, AMZN, SHY
|
13F-HR
|
5/14/2021 |
000095012321006463 |
|
Q4 2020
|
651 |
6,502,882 |
AAPL, MSFT, AMZN, SHY
|
13F-HR
|
2/16/2021 |
000095012321002514 |
|
Q3 2020
|
646 |
5,791,164 |
AAPL, MSFT, AMZN, META
|
13F-HR
|
11/13/2020 |
000095012320011722 |
|
Q2 2020
|
628 |
5,218,408 |
MSFT, AAPL, AMZN, SHY
|
13F-HR
|
8/13/2020 |
000095012320008637 |
|
Q1 2020
|
756 |
4,266,891 |
MSFT, AAPL, AMZN, SHY
|
13F-HR
|
5/14/2020 |
000095012320004914 |
|
Q4 2019
|
1,041 |
6,502,684 |
AAPL, MSFT, BAC, AMZN
|
13F-HR
|
2/13/2020 |
000095012320001857 |
|
Q3 2019
|
1,153 |
6,170,108 |
MSFT, AAPL, BAC, AMZN
|
13F-HR
|
11/13/2019 |
000095012319010647 |
|
Q2 2019
|
1,086 |
6,157,129 |
AAPL, MSFT, BAC, AMZN
|
13F-HR
|
8/13/2019 |
000095012319007800 |
|
Q1 2019
|
1,068 |
4,932,240 |
EWY, AAPL, SHY, BAC
|
13F-HR
|
5/14/2019 |
000095012319004932 |
|
Q4 2018
|
1,071 |
4,486,027 |
JPM, AAPL, MSFT, BAC
|
13F-HR
|
2/13/2019 |
000095012319001609 |
|
Q3 2018
|
1,085 |
5,286,321 |
JPM, AAPL, BAC, MSFT
|
13F-HR
|
11/13/2018 |
000095012318011254 |
|
Q2 2018
|
1,074 |
4,073,524 |
BAC, JPM, AAPL, META
|
13F-HR
|
8/9/2018 |
000095012318007775 |
|
Q1 2018
|
1,094 |
4,221,118 |
EWZ, POWERSHARES ETF TRUST II SENIOR LN PORT, JPM, AAPL
|
13F-HR
|
5/14/2018 |
000095012318005207 |
|
Q4 2017
|
1,027 |
3,891,233 |
JPM, C, AAPL, POWERSHARES ETF TRUST II SENIOR LN PORT
|
13F-HR
|
2/9/2018 |
000095012318001075 |
|
Q3 2017
|
1,150 |
4,160,362 |
JPM, C, BAC, POWERSHARES ETF TRUST II SENIOR LN PORT
|
13F-HR
|
11/13/2017 |
000095012317010356 |
|
Q2 2017
|
1,131 |
3,838,296 |
C, JPM, BAC, WFC
|
13F-HR
|
8/11/2017 |
000095012317007366 |
|
Q1 2017
|
1,115 |
3,802,934 |
BAC, C, JPM, WFC
|
13F-HR
|
5/12/2017 |
000095012317004790 |
|
Q4 2016
|
1,170 |
3,367,131 |
JPM, C, BAC, WFC
|
13F-HR
|
2/13/2017 |
000095012317001740 |
|
Q3 2016
|
1,106 |
2,254,479 |
EWJ, JNK, META, CSCO
|
13F-HR
|
11/14/2016 |
000095012316022144 |
|
Q2 2016
|
1,117 |
1,948,812 |
EWJ, EMB, JPM, META
|
13F-HR
|
8/10/2016 |
000095012316019098 |
|
Q1 2016
|
1,115 |
1,947,410 |
EMB, AAPL, POWERSHARES DB CMDTY IDX TRA UNIT BEN INT, SPY
|
13F-HR
|
5/13/2016 |
000095012316017143 |
|
Q4 2015
|
1,116 |
2,324,241 |
AAPL, POWERSHARES DB CMDTY IDX TRA UNIT BEN INT, EMB, CMCSA
|
13F-HR
|
2/12/2016 |
000095012316014484 |
|
Q3 2015
|
1,131 |
2,347,580 |
AAPL, CMCSA, MSFT, JNJ
|
13F-HR
|
11/13/2015 |
000095012315011940 |
|
Q2 2015
|
1,102 |
2,527,669 |
AAPL, CMCSA, CVS, ACN
|
13F-HR
|
8/13/2015 |
000095012315008937 |
|
Q1 2015
|
1,092 |
2,710,834 |
AAPL, CMCSA, SPY, CVS
|
13F-HR
|
5/14/2015 |
000095012315005954 |
|
Q4 2014
|
1,118 |
2,642,786 |
AAPL, EWW, CVS, VZ
|
13F-HR
|
2/17/2015 |
000095012315002588 |
|
Q3 2014
|
1,053 |
2,444,751 |
EWW, AAPL, VZ, CVS
|
RESTATEMENT
|
2/24/2015 |
000095012315003610 |
|
Q2 2014
|
1,045 |
2,522,627 |
EWW, AAPL, VZ, DXJ
|
RESTATEMENT
|
2/24/2015 |
000095012315003620 |
|
Q1 2014
|
1,085 |
3,034,243 |
DXJ, EWW, EEM, GOOGL
|
RESTATEMENT
|
2/24/2015 |
000095012315003617 |
|
Q4 2013
|
1,083 |
3,356,352 |
DXJ, GOOGL, EEM, AAPL
|
RESTATEMENT
|
2/24/2015 |
000095012315003615 |
|
Q3 2013
|
1,094 |
3,227,172 |
DXJ, EEM, GOOGL, AAPL
|
RESTATEMENT
|
2/24/2015 |
000095012315003631 |
|
Q3 2013
|
1,094 |
3,227,172 |
DXJ, EEM, GOOGL, AAPL
|
RESTATEMENT
|
2/24/2015 |
000095012315003632 |