| 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 | 2,658 | $29B | +$2.73B | -$849M | +$1.88B | IVV, AAPL, QUAL, MSFT, QQQ | 13F-HR | 2/13/2025, 03:27 PM |
| Q3 2024 | 2,567 | $27.4B | +$2.19B | -$760M | +$1.43B | IVV, AAPL, QUAL, MSFT, QQQ | 13F-HR | 11/15/2024, 08:06 AM |
| Q2 2024 | 2,469 | $24.8B | +$1.76B | -$1.26B | +$497M | IVV, MSFT, QUAL, AAPL, QQQ | 13F-HR | 8/14/2024, 03:49 PM |
| Q1 2024 | 2,464 | $24.3B | +$2.39B | -$1.22B | +$1.17B | IVV, MSFT, QUAL, QQQ, AAPL | 13F-HR | 5/14/2024, 02:00 PM |
| Q4 2023 | 2,439 | $21.7B | +$2.76B | -$930M | +$1.83B | IVV, MSFT, AAPL, QQQ, QUAL | 13F-HR | 2/14/2024, 11:29 AM |
| Q3 2023 | 2,295 | $18.1B | +$1.55B | -$901M | +$649M | IVV, AAPL, MSFT, QQQ, QUAL | 13F-HR | 11/14/2023, 07:48 AM |
| Q2 2023 | 2,290 | $18.1B | +$3.86B | -$478M | +$3.38B | IVV, AAPL, MSFT, QQQ, QUAL | 13F-HR | 8/14/2023, 12:47 PM |
| Q1 2023 | 2,019 | $14.1B | +$1.14B | -$2.84B | -$1.69B | IVV, MSFT, IUSB, SPY, QUAL | 13F-HR | 5/12/2023, 01:53 PM |
| Q4 2022 | 2,148 | $15.2B | +$1.77B | -$636M | +$1.13B | IVV, ESGU, MSFT, AAPL, IUSB | 13F-HR | 2/13/2023, 09:34 AM |
| Q3 2022 | 2,069 | $13.2B | +$1.42B | -$453M | +$963M | IVV, ESGU, AAPL, MSFT, SPY | 13F-HR | 11/14/2022, 01:20 PM |
| Q2 2022 | 2,026 | $13.2B | +$1.78B | -$608M | +$1.17B | IVV, ESGU, AAPL, MSFT, SPY | 13F-HR | 8/12/2022, 10:03 AM |
| Q1 2022 | 2,054 | $14.2B | +$1.65B | -$591M | +$1.06B | IVV, ESGU, AAPL, QQQ, MSFT | 13F-HR | 5/13/2022, 02:55 PM |
| Q4 2021 | 2,012 | $13.9B | +$1.05B | -$542M | +$504M | IVV, ESGU, AAPL, QQQ, MSFT | 13F-HR | 2/14/2022, 12:24 PM |
| Q3 2021 | 1,945 | $12.6B | +$1.22B | -$355M | +$865M | IVV, ESGU, QQQ, AAPL, MSFT | 13F-HR | 11/15/2021, 01:10 PM |
| Q2 2021 | 1,894 | $11.9B | +$1.21B | -$352M | +$857M | IVV, ESGU, QQQ, AAPL, MSFT | 13F-HR | 8/13/2021, 02:33 PM |
| Q1 2021 | 1,796 | $10.5B | +$1.27B | -$546M | +$720M | IVV, QQQ, ESGU, AAPL, SPY | 13F-HR | 5/14/2021, 04:58 PM |
| Q4 2020 | 1,659 | $9.36B | +$989M | -$409M | +$580M | IVV, QQQ, AAPL, ESGU, SPY | 13F-HR | 2/12/2021, 04:18 PM |
| Q3 2020 | 1,570 | $7.98B | +$738M | -$609M | +$129M | IVV, QQQ, AAPL, SPY, AMZN | 13F-HR | 11/13/2020, 10:49 AM |
| Q2 2020 | 1,508 | $7.47B | +$1.3B | -$613M | +$688M | IVV, QQQ, SPY, AAPL, USMV | 13F-HR | 8/14/2020, 03:53 PM |
| Q1 2020 | 1,388 | $5.81B | +$671M | -$573M | +$97.6M | IVV, SPY, QQQ, USMV, GOVT | 13F-HR | 5/14/2020, 08:40 AM |
| Q4 2019 | 1,499 | $6.99B | +$746M | -$364M | +$382M | IVV, SPY, QQQ, USMV, AAPL | 13F-HR | 2/11/2020, 10:22 AM |
| Q3 2019 | 1,466 | $6.21B | +$246M | -$1.06B | -$814M | IVV, SPY, USMV, QQQ, VOO | 13F-HR | 11/14/2019, 10:50 AM |
| Q2 2019 | 1,588 | $6.97B | +$554M | -$228M | +$326M | IVV, SPY, QQQ, VOO, USMV | 13F-HR | 8/13/2019, 09:26 AM |
| Q1 2019 | 1,585 | $6.46B | +$659M | -$399M | +$259M | IVV, SPY, QQQ, VOO, AAPL | 13F-HR | 5/10/2019, 04:32 PM |
| Q4 2018 | 1,488 | $5.56B | +$711M | -$300M | +$411M | SPY, IVV, QQQ, VOO, IJH | 13F-HR | 2/14/2019, 04:42 PM |
| Q3 2018 | 1,592 | $5.93B | +$1.47B | -$313M | +$1.16B | SPY, QQQ, IVV, AAPL, IJH | 13F-HR | 11/7/2018, 02:03 PM |
| Q2 2018 | 1,349 | $4.58B | +$753M | -$950M | -$198M | SPY, QQQ, IVV, IWF, IJH | 13F-HR | 8/13/2018, 02:53 PM |
| Q1 2018 | 1,363 | $4.71B | +$369M | -$834M | -$465M | SPY, QQQ, VUG, IWF, SDY | 13F-HR | 5/11/2018, 10:43 AM |
| Q4 2017 | 1,389 | $5.23B | +$443M | -$211M | +$231M | IVV, SPY, QQQ, VUG, IGIB | 13F-HR | 2/13/2018, 01:41 PM |
| Q3 2017 | 1,313 | $4.81B | +$399M | -$927M | -$528M | IVV, SPY, QQQ, VUG, VIG | 13F-HR | 11/14/2017, 04:38 PM |
| Q2 2017 | 1,273 | $5.16B | +$3.6B | -$1.04B | +$2.56B | SPY, IVV, SPDW, AGG, VUG | 13F-HR | 8/11/2017, 03:02 PM |
| Q1 2017 | 861 | $2.56B | $0 | $0 | OEF, SPY, SPEU, BLV, VIG | 13F-HR | 5/15/2017, 09:58 AM | |
| Q4 2016 | 49 | $89.3M | +$16.2M | -$14.9M | +$1.23M | OEF, VIG, IWP, EFV, QQQ | 13F-HR | 2/13/2017, 04:34 PM |
| Q3 2016 | 34 | $87M | +$10.9M | -$38.9M | -$28M | OEF, VIG, IWP, QQQ, EFV | 13F-HR | 11/14/2016, 10:06 AM |
| Q2 2016 | 36 | $112M | +$3.88M | -$2.4M | +$1.48M | OEF, IWP, EFV, QQQ, VIG | 13F-HR | 8/5/2016, 04:32 PM |
| Q1 2016 | 36 | $109M | +$17.2M | -$15.7M | +$1.55M | OEF, IWP, EFV, QQQ, VIG | 13F-HR | 5/12/2016, 08:50 AM |
| Q4 2015 | 44 | $108M | +$9.51M | -$3.27M | +$6.24M | OEF, EFV, IWP, QQQ, VIG | 13F-HR | 2/10/2016, 04:30 PM |
| Q3 2015 | 44 | $98.5M | +$14.5M | -$5.13M | +$9.4M | OEF, EFV, IWP, QQQ, VIG | 13F-HR | 11/12/2015, 09:23 AM |
| Q2 2015 | 45 | $97.5M | $0 | $0 | OEF, IWP, EFV, QQQ, VIG | 13F-HR | 7/16/2015, 04:24 PM |