| Q3 2025 |
2,814 |
$92,994,715,641 |
+$7,033,765,627 |
-$4,958,498,194 |
+$2,075,267,433 |
NVDA, MSFT, AAPL, AMZN, VEA
|
13F-HR |
13 Nov 2025, 15:50 |
| Q2 2025 |
2,783 |
$86,271,286,394 |
+$7,150,924,149 |
-$5,788,938,109 |
+$1,361,986,040 |
MSFT, NVDA, AMZN, AAPL, VEA
|
13F-HR |
14 Aug 2025, 10:45 |
| Q1 2025 |
2,757 |
$77,696,460,389 |
+$5,836,965,979 |
-$3,197,885,026 |
+$2,639,080,953 |
MSFT, NVDA, AAPL, AMZN, VEA
|
Restatement |
14 May 2025, 15:31 |
| Q4 2024 |
2,721 |
$77,867,439,784 |
+$7,954,785,395 |
-$4,361,412,149 |
+$3,593,373,246 |
MSFT, NVDA, AAPL, AMZN, VEA
|
13F-HR |
11 Feb 2025, 12:03 |
| Q3 2024 |
2,676 |
$76,993,135,344 |
+$7,281,835,664 |
-$4,560,990,096 |
+$2,720,845,568 |
MSFT, NVDA, AAPL, AMZN, VEA
|
13F-HR |
12 Nov 2024, 08:43 |
| Q2 2024 |
2,655 |
$70,572,160,772 |
+$6,842,818,985 |
-$2,839,512,363 |
+$4,003,306,622 |
MSFT, NVDA, AMZN, VEA, AAPL
|
13F-HR |
13 Aug 2024, 10:33 |
| Q1 2024 |
2,617 |
$68,239,968,515 |
+$6,410,546,657 |
-$5,069,414,543 |
+$1,341,132,114 |
MSFT, AMZN, VEA, NVDA, AAPL
|
13F-HR |
07 May 2024, 15:14 |
| Q4 2023 |
2,606 |
$62,283,322,832 |
+$4,264,656,644 |
-$4,030,769,799 |
+$233,886,845 |
MSFT, VEA, SCHX, BND, AMZN
|
13F-HR |
14 Feb 2024, 08:34 |
| Q3 2023 |
2,617 |
$55,642,072,200 |
+$3,502,519,321 |
-$2,769,486,353 |
+$733,032,968 |
MSFT, VEA, SCHX, BND, AMZN
|
13F-HR |
14 Nov 2023, 08:46 |
| Q2 2023 |
2,669 |
$57,328,595,649 |
+$4,272,011,669 |
-$3,714,708,150 |
+$557,303,519 |
MSFT, SCHX, VEA, BND, AAPL
|
13F-HR |
11 Aug 2023, 13:27 |
| Q1 2023 |
2,681 |
$53,828,029,570 |
+$7,816,226,604 |
-$1,657,896,630 |
+$6,158,329,974 |
BND, SCHX, VEA, MSFT, AAPL
|
13F-HR |
12 May 2023, 07:41 |
| Q4 2022 |
2,514 |
$44,990,807,985 |
+$3,131,369,771 |
-$5,944,191,543 |
-$2,812,821,772 |
BND, VEA, SCHX, MSFT, SCHV
|
13F-HR |
10 Feb 2023, 16:37 |
| Q3 2022 |
2,699 |
$44,814,268,000 |
+$4,001,618,562 |
-$1,936,201,615 |
+$2,065,416,947 |
BND, SCHX, VEA, MSFT, AMZN
|
13F-HR |
14 Nov 2022, 09:42 |
| Q2 2022 |
2,872 |
$46,268,456,000 |
+$7,215,090,769 |
-$2,206,939,367 |
+$5,008,151,402 |
BND, SCHX, VEA, MSFT, GOOGL
|
13F-HR |
15 Aug 2022, 09:37 |
| Q1 2022 |
2,731 |
$49,730,708,000 |
+$5,231,715,859 |
-$3,757,524,337 |
+$1,474,191,522 |
BND, SCHX, VEA, MSFT, AMZN
|
13F-HR |
13 May 2022, 08:26 |
| Q4 2021 |
2,754 |
$53,264,368,000 |
+$5,502,391,711 |
-$2,334,457,549 |
+$3,167,934,162 |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
14 Feb 2022, 11:35 |
| Q3 2021 |
2,742 |
$47,645,468,000 |
+$5,842,092,517 |
-$2,740,351,136 |
+$3,101,741,381 |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
12 Nov 2021, 08:58 |
| Q2 2021 |
2,698 |
$45,083,332,000 |
+$4,853,448,675 |
-$2,201,842,226 |
+$2,651,606,449 |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
06 Aug 2021, 12:14 |
| Q1 2021 |
2,896 |
$39,251,762,000 |
+$2,586,386,728 |
-$3,141,157,683 |
-$554,770,955 |
SCHX, VEA, BND, MSFT, AMZN
|
13F-HR |
12 May 2021, 10:22 |
| Q4 2020 |
2,596 |
$38,602,120,000 |
+$3,321,040,278 |
-$3,623,516,034 |
-$302,475,756 |
SCHX, VEA, BND, MSFT, AAPL
|
13F-HR |
08 Feb 2021, 11:13 |
| Q3 2020 |
2,576 |
$34,517,954,000 |
+$3,499,415,429 |
-$3,225,414,938 |
+$274,000,491 |
SCHX, BND, VEA, MSFT, AMZN
|
Restatement |
04 Dec 2020, 13:25 |
| Q2 2020 |
2,541 |
$32,206,317,000 |
+$2,504,422,093 |
-$3,041,519,039 |
-$537,096,946 |
SCHX, VEA, BND, MSFT, AMZN
|
Restatement |
17 Aug 2020, 15:15 |
| Q1 2020 |
2,544 |
$27,204,946,000 |
+$2,444,383,384 |
-$1,985,784,274 |
+$458,599,110 |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
14 May 2020, 10:06 |
| Q4 2019 |
2,532 |
$33,513,303,000 |
+$2,479,928,392 |
-$2,570,380,668 |
-$90,452,276 |
SCHX, VEA, BND, MSFT, AMZN
|
13F-HR |
06 Feb 2020, 12:18 |
| Q3 2019 |
2,550 |
$31,362,658,997 |
+$3,177,571,144 |
-$2,256,327,365 |
+$921,243,779 |
SCHX, VEA, BND, MSFT, AMZN
|
13F-HR |
12 Nov 2019, 09:58 |
| Q2 2019 |
2,555 |
$30,604,427,000 |
+$2,762,878,080 |
-$2,954,250,714 |
-$191,372,634 |
SCHX, BND, VEA, MSFT, AMZN
|
13F-HR |
14 Aug 2019, 16:10 |
| Q1 2019 |
3,104 |
$29,766,242,000 |
+$8,614,505,704 |
-$2,111,432,696 |
+$6,503,073,008 |
VEA, BND, SCHX, MSFT, AMZN
|
13F-HR |
15 May 2019, 17:23 |
| Q4 2018 |
3,331 |
$20,735,440,000 |
+$2,010,248,876 |
-$5,109,414,724 |
-$3,099,165,848 |
SCHX, BND, VEA, MSFT, V
|
13F-HR |
13 Feb 2019, 12:36 |
| Q3 2018 |
2,585 |
$27,583,955,000 |
+$2,638,823,082 |
-$5,781,527,956 |
-$3,142,704,874 |
SCHX, VEA, BND, AMZN, MSFT
|
13F-HR |
08 Nov 2018, 11:01 |
| Q2 2018 |
3,737 |
$29,413,773,000 |
+$5,012,648,869 |
-$2,178,170,757 |
+$2,834,478,112 |
SPY, BND, VEA, AMZN, MSFT
|
13F-HR |
03 Aug 2018, 15:41 |
| Q1 2018 |
3,594 |
$26,087,534,000 |
+$3,325,096,825 |
-$5,639,534,375 |
-$2,314,437,550 |
BND, VEA, SPY, MUB, MSFT
|
13F-HR |
11 May 2018, 11:25 |
| Q4 2017 |
3,548 |
$28,528,548,000 |
+$1,939,884,232 |
-$2,505,270,384 |
-$565,386,152 |
BND, VEA, SPY, MSFT, V
|
13F-HR |
08 Feb 2018, 09:02 |
| Q3 2017 |
3,404 |
$27,890,454,000 |
+$3,652,099,036 |
-$1,886,573,190 |
+$1,765,525,846 |
SPY, BND, VEA, MSFT, V
|
13F-HR |
06 Nov 2017, 08:48 |
| Q2 2017 |
3,216 |
$25,080,589,000 |
+$3,030,108,118 |
-$1,544,788,287 |
+$1,485,319,831 |
SPY, BND, VEA, MSFT, V
|
13F-HR |
31 Jul 2017, 10:13 |
| Q1 2017 |
3,016 |
$22,796,697,000 |
+$3,284,956,997 |
-$2,291,317,691 |
+$993,639,306 |
SPY, BND, VEA, MSFT, V
|
13F-HR |
05 May 2017, 10:39 |
| Q4 2016 |
3,080 |
$20,538,968,000 |
+$2,423,037,559 |
-$1,619,663,127 |
+$803,374,432 |
SPY, MSFT, V, GOOGL, BND
|
13F-HR |
02 Feb 2017, 17:10 |
| Q3 2016 |
2,937 |
$19,685,501,000 |
+$3,475,374,684 |
-$1,163,613,755 |
+$2,311,760,929 |
SPY, V, MSFT, META, GOOG
|
13F-HR |
04 Nov 2016, 11:08 |
| Q2 2016 |
2,740 |
$16,672,252,000 |
+$1,941,778,726 |
-$1,538,231,289 |
+$403,547,437 |
SPY, V, META, GOOG, VEA
|
13F-HR |
11 Aug 2016, 13:30 |
| Q1 2016 |
2,627 |
$16,065,201,000 |
+$1,560,560,087 |
-$1,831,363,017 |
-$270,802,930 |
SPY, V, META, GOOGL, GOOG
|
Restatement |
10 May 2016, 08:55 |
| Q4 2015 |
2,652 |
$16,407,238,000 |
+$5,994,712,912 |
-$991,463,823 |
+$5,003,249,089 |
SPY, V, META, GOOGL, GOOG
|
13F-HR |
03 Feb 2016, 13:06 |
| Q3 2015 |
2,631 |
$10,894,071,000 |
+$1,783,492,351 |
-$1,152,838,037 |
+$630,654,314 |
SPY, AAPL, V, META, GOOGL
|
Restatement |
02 Nov 2015, 08:25 |
| Q2 2015 |
2,405 |
$11,060,098,000 |
+$1,209,663,245 |
-$1,211,542,514 |
-$1,879,269 |
AAPL, SPY, META, V, SPG
|
Restatement |
07 Aug 2015, 08:13 |
| Q1 2015 |
2,545 |
$11,276,843,000 |
+$1,414,206,747 |
-$1,560,695,480 |
-$146,488,733 |
AAPL, SPY, V, META, AMAT
|
Restatement |
14 May 2015, 14:13 |
| Q4 2014 |
2,472 |
$11,312,236,000 |
$0 |
$0 |
$0 |
AAPL, V, AMAT, SPY, UNP
|
13F-HR |
10 Feb 2015, 13:18 |