| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 6,410 | $416B | +$23.7B | -$16.4B | +$7.27B | AAPL, MSFT, IVV, SPY, ITOT | 13F-HR | 2/12/2025, 06:46 PM |
| Q3 2024 | 6,335 | $413B | +$16.8B | -$12.8B | +$4.01B | MSFT, AAPL, IVV, ITOT, NVDA | 13F-HR | 11/13/2024, 03:06 PM |
| Q2 2024 | 6,329 | $388B | +$18.6B | -$7.16B | +$11.5B | MSFT, AAPL, IVV, SPY, NVDA | 13F-HR | 8/13/2024, 02:17 PM |
| Q1 2024 | 6,985 | $379B | +$16.6B | -$12.1B | +$4.51B | MSFT, AAPL, IVV, VO, AGG | 13F-HR | 5/10/2024, 10:11 AM |
| Q4 2023 | 7,045 | $353B | +$10.9B | -$9.88B | +$987M | MSFT, AAPL, IVV, SPY, VO | 13F-HR | 2/9/2024, 10:52 AM |
| Q3 2023 | 7,098 | $320B | +$8.67B | -$18.9B | -$10.2B | MSFT, AAPL, IVV, AGG, VO | 13F-HR | 11/13/2023, 10:59 AM |
| Q2 2023 | 7,215 | $344B | +$13.7B | -$10.4B | +$3.27B | MSFT, AAPL, SPY, IVV, AGG | 13F-HR | 8/15/2023, 02:49 PM |
| Q1 2023 | 7,028 | $325B | +$12.1B | -$16.1B | -$4.03B | MSFT, AAPL, IVV, VO, AGG | 13F-HR | 5/12/2023, 12:52 PM |
| Q4 2022 | 7,105 | $316B | +$11.4B | -$9.7B | +$1.68B | SPY, MSFT, AAPL, IVV, VO | 13F-HR | 2/13/2023, 01:01 PM |
| Q3 2022 | 6,680 | $291B | +$12.4B | -$11B | +$1.47B | MSFT, AAPL, SPY, IVV, VO | 13F-HR | 11/14/2022, 10:17 AM |
| Q2 2022 | 6,774 | $311B | +$14.2B | -$24.3B | -$10.1B | MSFT, AAPL, SPY, IVV, VO | 13F-HR | 8/12/2022, 05:03 PM |
| Q1 2022 | 6,895 | $379B | +$25.2B | -$9.95B | +$15.3B | MSFT, AAPL, IVV, VO, AGG | 13F-HR | 5/16/2022, 12:03 PM |
| Q4 2021 | 6,969 | $385B | +$8.55B | -$95.3B | -$86.8B | MSFT, AAPL, IVV, VO, IWM | 13F-HR | 2/14/2022, 04:33 PM |
| Q3 2021 | 6,961 | $442B | +$20.8B | -$17.8B | +$2.96B | MSFT, AAPL, IVV, AMZN, IWM | 13F-HR | 11/15/2021, 09:51 AM |
| Q2 2021 | 6,856 | $446B | +$17B | -$29.8B | -$12.8B | MSFT, AAPL, IWM, IVV, AMZN | 13F-HR | 8/16/2021, 04:28 PM |
| Q1 2021 | 6,767 | $433B | +$23.2B | -$26.7B | -$3.42B | MSFT, AAPL, IVV, IWM, AMZN | 13F-HR | 5/13/2021, 11:29 AM |
| Q4 2020 | 6,312 | $415B | +$27.3B | -$16.4B | +$10.9B | MSFT, AAPL, IVV, AMZN, AGG | 13F-HR | 2/9/2021, 04:08 PM |
| Q3 2020 | 6,143 | $361B | +$22.3B | -$20.7B | +$1.52B | MSFT, AAPL, IVV, AMZN, AGG | 13F-HR | 11/5/2020, 01:44 PM |
| Q2 2020 | 6,144 | $343B | +$21.4B | -$20.9B | +$556M | MSFT, AAPL, IVV, AGG, AMZN | 13F-HR | 8/13/2020, 03:14 PM |
| Q1 2020 | 6,096 | $288B | +$15.3B | -$20.7B | -$5.32B | MSFT, AGG, AAPL, IVV, SPY | 13F-HR | 5/14/2020, 04:42 PM |
| Q4 2019 | 6,095 | $371B | +$14.3B | -$20.1B | -$5.84B | MSFT, IVV, AAPL, AGG, SPY | 13F-HR | 2/14/2020, 03:08 PM |
| Q3 2019 | 6,099 | $352B | +$19.5B | -$18.7B | +$842M | MSFT, IVV, AGG, AAPL, SPY | 13F-HR | 11/12/2019, 04:45 PM |
| Q2 2019 | 6,052 | $349B | +$18.1B | -$16.3B | +$1.88B | MSFT, IVV, AGG, AAPL, SPY | 13F-HR | 8/6/2019, 01:09 PM |
| Q1 2019 | 5,949 | $336B | +$16B | -$18.9B | -$2.89B | IVV, MSFT, SPY, AAPL, VEA | 13F-HR | 5/10/2019, 11:41 AM |
| Q4 2018 | 6,029 | $300B | +$17.3B | -$22.1B | -$4.8B | IVV, MSFT, VEA, AAPL, VWO | 13F-HR | 2/11/2019, 10:35 AM |
| Q3 2018 | 6,054 | $353B | +$16.8B | -$17.4B | -$598M | IVV, MSFT, SPY, AAPL, VEA | 13F-HR | 11/2/2018, 12:51 PM |
| Q2 2018 | 6,041 | $337B | +$21.1B | -$27.6B | -$6.54B | IVV, MSFT, VEA, IWM, AAPL | 13F-HR | 8/1/2018, 03:17 PM |
| Q1 2018 | 6,063 | $337B | +$16.4B | -$20.2B | -$3.8B | IVV, MSFT, VEA, VWO, AAPL | 13F-HR | 5/2/2018, 11:42 AM |
| Q4 2017 | 6,037 | $346B | +$20.9B | -$13.6B | +$7.28B | IVV, MSFT, SPY, VEA, VWO | 13F-HR | 2/8/2018, 02:30 PM |
| Q3 2017 | 6,050 | $322B | +$17.9B | -$18.6B | -$668M | IVV, SPY, MSFT, VEA, VWO | 13F-HR | 11/9/2017, 03:30 PM |
| Q2 2017 | 6,060 | $311B | +$17.5B | -$21B | -$3.48B | SPY, IVV, AAPL, MSFT, VEA | 13F-HR | 8/10/2017, 11:59 AM |
| Q1 2017 | 6,019 | $307B | +$28.7B | -$16.5B | +$12.2B | SPY, AAPL, MSFT, VEA, VNQ | 13F-HR | 4/28/2017, 11:56 AM |
| Q4 2016 | 5,958 | $283B | +$27.9B | -$19.3B | +$8.64B | SPY, MSFT, AAPL, VEA, VNQ | 13F-HR | 2/1/2017, 04:30 PM |
| Q3 2016 | 5,903 | $271B | +$22.1B | -$17.7B | +$4.46B | SPY, AAPL, VNQ, MSFT, VEA | 13F-HR | 10/31/2016, 01:29 PM |
| Q2 2016 | 5,915 | $258B | +$18B | -$16.3B | +$1.69B | VNQ, SPY, VEA, AAPL, MSFT | 13F-HR | 8/11/2016, 02:34 PM |
| Q1 2016 | 6,059 | $250B | +$18.2B | -$21.4B | -$3.24B | SPY, VNQ, AAPL, VEA, MSFT | 13F-HR | 5/16/2016, 12:24 PM |
| Q4 2015 | 6,001 | $253B | +$22.9B | -$16.9B | +$5.99B | SPY, AAPL, VNQ, MSFT, VEA | 13F-HR | 2/9/2016, 02:19 PM |
| Q3 2015 | 6,040 | $238B | +$17.2B | -$15.9B | +$1.28B | AAPL, SPY, VNQ, VEA, VWO | 13F-HR | 11/13/2015, 12:05 PM |
| Q2 2015 | 6,181 | $259B | +$20.3B | -$15.2B | +$5.12B | SPY, AAPL, VWO, VEA, VNQ | 13F-HR | 8/14/2015, 10:06 AM |
| Q1 2015 | 6,074 | $257B | +$21B | -$22.4B | -$1.43B | AAPL, SPY, VWO, VEA, VNQ | Restatement | 5/12/2015, 05:07 PM |
| Q4 2014 | 6,071 | $255B | +$22.4B | -$13.3B | +$9.05B | AAPL, SPY, VWO, VEA, VNQ | 13F-HR | 2/11/2015, 09:46 AM |
| Q3 2014 | 6,065 | $238B | +$15.6B | -$14.9B | +$717M | AAPL, SPY, VEA, VWO, VNQ | 13F-HR | 11/6/2014, 02:43 PM |
| Q2 2014 | 6,072 | $242B | +$21.1B | -$16.1B | +$5B | AAPL, SPY, VWO, VEA, VNQ | Restatement | 8/29/2014, 03:45 PM |
| Q1 2014 | 5,773 | $235B | +$17.5B | -$13.9B | +$3.63B | AAPL, GOOGL, VWO, VNQ, VEA | Restatement | 8/12/2014, 09:40 AM |
| Q4 2013 | 5,619 | $230B | +$18B | -$13.6B | +$4.45B | AAPL, VWO, GOOGL, VEA, XOM | 13F-HR | 2/6/2014, 01:22 PM |
| Q3 2013 | 5,445 | $210B | +$16.3B | -$11.3B | +$5.01B | AAPL, VWO, VEA, VNQ, GOOGL | 13F-HR | 11/13/2013, 10:05 AM |
| Q2 2013 | 5,370 | $193B | $0 | $0 | VWO, AAPL, VNQ, GOOGL, XOM | 13F-HR | 8/13/2013, 12:18 PM |