| Q4 2025 |
281 |
$3,651,935,549 |
+$645,223,270 |
-$236,822,720 |
+$408,400,550 |
SCHD, IVV, EMB, PBP, IVVW
|
13F-HR |
13 Feb 2026, 06:01 |
| Q3 2025 |
268 |
$3,220,813,475 |
+$1,724,507,192 |
-$56,185,639 |
+$1,668,321,553 |
SCHD, TIP, IVVW, PBP, EMB
|
13F-HR |
12 Nov 2025, 06:10 |
| Q2 2025 |
265 |
$1,474,317,199 |
+$223,891,580 |
-$1,679,624,686 |
-$1,455,733,106 |
IVVW, TIP, NVDA, MSFT, AAPL
|
13F-HR |
05 Aug 2025, 06:01 |
| Q1 2025 |
272 |
$2,794,996,738 |
+$120,336,204 |
-$2,602,146,253 |
-$2,481,810,049 |
VYM, SCHD, TIP, EMB, BKLN
|
13F-HR |
02 May 2025, 06:00 |
| Q4 2024 |
270 |
$5,297,886,810 |
+$1,023,897,058 |
-$309,675,899 |
+$714,221,159 |
VYM, SCHD, SPLG, IVV, TIP
|
13F-HR |
23 Jan 2025, 06:01 |
| Q3 2024 |
269 |
$5,093,263,759 |
+$654,243,365 |
-$459,781,094 |
+$194,462,271 |
VYM, SCHD, SPLG, EMB, IVV
|
13F-HR |
16 Oct 2024, 06:02 |
| Q2 2024 |
274 |
$4,322,341,433 |
+$713,862,706 |
-$227,565,159 |
+$486,297,547 |
VYM, SCHD, SPLG, IVV, VWO
|
13F-HR |
19 Jul 2024, 06:09 |
| Q1 2024 |
263 |
$3,847,984,384 |
+$906,397,959 |
-$241,640,734 |
+$664,757,225 |
VYM, SCHD, IVV, VWO, TIP
|
13F-HR |
26 Apr 2024, 06:02 |
| Q4 2023 |
258 |
$3,216,261,315 |
+$532,106,068 |
-$1,058,904,034 |
-$526,797,966 |
VYM, SCHD, EMB, TIP, BKLN
|
13F-HR |
30 Jan 2024, 06:02 |
| Q3 2023 |
259 |
$3,552,238,197 |
+$1,388,725,472 |
-$127,379,849 |
+$1,261,345,623 |
VYM, SPY, EMB, GSG, BKLN
|
13F-HR |
23 Oct 2023, 06:11 |
| Q2 2023 |
261 |
$2,269,857,960 |
+$1,217,606,620 |
-$194,570,308 |
+$1,023,036,312 |
VYM, SPY, VWO, EMB, BKLN
|
13F-HR |
20 Jul 2023, 06:01 |
| Q1 2023 |
256 |
$1,188,527,000 |
+$320,650,157 |
-$540,463,828 |
-$219,813,671 |
SPY, TIP, VWO, EMB, BKLN
|
13F-HR |
27 Apr 2023, 06:13 |
| Q4 2022 |
262 |
$1,356,288,000 |
+$10,529,647 |
-$1,230,438,452 |
-$1,219,908,805 |
VYM, SPY, EMB, TIP, BKLN
|
13F-HR |
17 Jan 2023, 21:44 |
| Q3 2022 |
266 |
$2,359,929,000 |
+$121,399,057 |
-$1,123,462,948 |
-$1,002,063,891 |
VYM, AAXJ, SPY, TIP, BKLN
|
13F-HR |
31 Oct 2022, 06:13 |
| Q2 2022 |
275 |
$3,573,139,000 |
+$1,293,753,836 |
-$1,136,388,902 |
+$157,364,934 |
VYM, IVV, AAXJ, SPY, TIP
|
13F-HR |
22 Jul 2022, 06:07 |
| Q1 2022 |
271 |
$4,042,218,000 |
+$271,686,732 |
-$221,715,079 |
+$49,971,653 |
IVV, AAXJ, SPY, TIP, BKLN
|
13F-HR |
27 Apr 2022, 06:03 |
| Q4 2021 |
273 |
$4,202,070,000 |
+$391,480,745 |
-$239,073,541 |
+$152,407,204 |
IVV, AAXJ, TIP, VNQ, BKLN
|
13F-HR |
04 Feb 2022, 06:02 |
| Q3 2021 |
270 |
$3,737,596,000 |
+$755,315,012 |
-$134,889,436 |
+$620,425,576 |
IVV, TIP, AAXJ, EMB, GSG
|
13F-HR |
25 Oct 2021, 06:30 |
| Q2 2021 |
285 |
$3,144,972,000 |
+$654,264,816 |
-$195,003,921 |
+$459,260,895 |
IVV, AAXJ, TIP, VWO, EMB
|
13F-HR |
20 Jul 2021, 06:02 |
| Q1 2021 |
281 |
$2,485,098,000 |
+$192,234,162 |
-$194,797,263 |
-$2,563,101 |
IVV, AAPL, EMB, MSFT, BKLN
|
13F-HR |
27 Apr 2021, 06:01 |
| Q4 2020 |
273 |
$2,366,910,000 |
+$94,001,111 |
-$115,416,068 |
-$21,414,957 |
IVV, TIP, AAPL, VWO, MSFT
|
13F-HR |
05 Feb 2021, 06:02 |
| Q3 2020 |
266 |
$2,149,302,000 |
+$219,849,415 |
-$52,701,700 |
+$167,147,715 |
IVV, TIP, AAPL, MSFT, EMB
|
13F-HR |
29 Oct 2020, 06:20 |
| Q2 2020 |
261 |
$1,865,554,000 |
+$253,042,726 |
-$73,467,690 |
+$179,575,036 |
IVV, AAPL, MSFT, AMZN, META
|
13F-HR |
22 Jul 2020, 06:02 |
| Q1 2020 |
268 |
$1,405,355,000 |
+$712,216,607 |
-$13,996,827 |
+$698,219,780 |
IVV, AAPL, MSFT, AMZN, META
|
13F-HR |
01 May 2020, 08:35 |
| Q4 2019 |
264 |
$882,598,000 |
+$60,608,774 |
-$14,004,794 |
+$46,603,980 |
IVV, AAPL, MSFT, AMZN, META
|
13F-HR |
23 Jan 2020, 20:20 |
| Q3 2019 |
265 |
$768,652,000 |
+$19,754,816 |
-$109,856,165 |
-$90,101,349 |
IVV, AAPL, MSFT, AMZN, GOOGL
|
13F-HR |
24 Oct 2019, 06:04 |
| Q2 2019 |
269 |
$847,258,000 |
+$95,079,840 |
-$18,417,801 |
+$76,662,039 |
IVV, MSFT, AAPL, AMZN, META
|
13F-HR |
26 Jul 2019, 06:06 |
| Q1 2019 |
258 |
$743,923,000 |
+$12,368,366 |
-$87,414,438 |
-$75,046,072 |
AAPL, MSFT, AMZN, GOOGL, JNJ
|
13F-HR |
17 Apr 2019, 06:13 |
| Q4 2018 |
255 |
$721,524,000 |
+$22,856,653 |
-$19,527,324 |
+$3,329,329 |
AAPL, MSFT, AMZN, JNJ, GOOGL
|
13F-HR |
24 Jan 2019, 06:05 |
| Q3 2018 |
259 |
$832,191,000 |
+$12,486,489 |
-$52,583,521 |
-$40,097,032 |
AAPL, AMZN, MSFT, GOOGL, JNJ
|
13F-HR |
18 Oct 2018, 06:05 |
| Q2 2018 |
253 |
$815,303,000 |
+$60,444,749 |
-$23,220,663 |
+$37,224,086 |
AAPL, MSFT, AMZN, META, GOOGL
|
13F-HR |
23 Jul 2018, 06:09 |
| Q1 2018 |
255 |
$756,439,000 |
+$20,591,890 |
-$53,483,556 |
-$32,891,666 |
AAPL, MSFT, AMZN, JPM, META
|
13F-HR |
27 Apr 2018, 07:18 |
| Q4 2017 |
257 |
$797,049,000 |
+$22,285,864 |
-$60,104,883 |
-$37,819,019 |
AAPL, MSFT, AMZN, META, JNJ
|
13F-HR |
31 Jan 2018, 21:23 |
| Q3 2017 |
258 |
$785,075,000 |
+$34,981,142 |
-$48,582,040 |
-$13,600,898 |
AAPL, MSFT, META, AMZN, JNJ
|
13F-HR |
17 Oct 2017, 06:04 |
| Q2 2017 |
261 |
$766,681,000 |
+$95,788,857 |
-$53,963,123 |
+$41,825,734 |
AAPL, MSFT, AMZN, JNJ, META
|
13F-HR |
27 Jul 2017, 06:06 |
| Q1 2017 |
285 |
$707,452,000 |
+$27,172,023 |
-$58,435,436 |
-$31,263,413 |
AAPL, MSFT, AMZN, JNJ, JPM
|
13F-HR |
26 Apr 2017, 06:01 |
| Q4 2016 |
278 |
$701,338,000 |
+$52,233,501 |
-$42,411,183 |
+$9,822,318 |
AAPL, MSFT, XOM, JPM, JNJ
|
13F-HR |
27 Jan 2017, 06:01 |
| Q3 2016 |
291 |
$673,952,000 |
+$34,954,098 |
-$111,828,998 |
-$76,874,900 |
AAPL, MSFT, XOM, AMZN, JNJ
|
13F-HR |
25 Oct 2016, 06:02 |
| Q2 2016 |
280 |
$729,745,000 |
+$18,572,674 |
-$70,835,018 |
-$52,262,344 |
AAPL, MSFT, XOM, JNJ, AMZN
|
13F-HR |
15 Jul 2016, 06:03 |
| Q1 2016 |
283 |
$768,820,000 |
+$30,559,062 |
-$54,184,713 |
-$23,625,651 |
AAPL, MSFT, XOM, GE, T
|
13F-HR |
26 Apr 2016, 06:28 |
| Q4 2015 |
287 |
$792,300,000 |
+$45,116,485 |
-$50,250,628 |
-$5,134,143 |
AAPL, MSFT, XOM, GE, AMZN
|
13F-HR |
20 Jan 2016, 21:19 |
| Q3 2015 |
293 |
$753,718,000 |
+$39,824,395 |
-$45,787,783 |
-$5,963,388 |
AAPL, MSFT, XOM, GE, WFC
|
13F-HR |
22 Oct 2015, 06:02 |
| Q2 2015 |
294 |
$820,723,000 |
+$39,872,913 |
-$117,010,508 |
-$77,137,595 |
AAPL, MSFT, XOM, WFC, GE
|
13F-HR |
28 Jul 2015, 21:34 |
| Q1 2015 |
289 |
$906,645,000 |
+$39,066,681 |
-$137,447,486 |
-$98,380,805 |
AAPL, XOM, MSFT, JNJ, WFC
|
13F-HR |
30 Apr 2015, 06:01 |
| Q4 2014 |
285 |
$1,008,026,000 |
+$29,087,915 |
-$84,877,789 |
-$55,789,874 |
AAPL, XOM, MSFT, JNJ, WFC
|
13F-HR |
04 Feb 2015, 06:08 |
| Q3 2014 |
281 |
$1,022,746,000 |
+$27,860,009 |
-$55,280,341 |
-$27,420,332 |
AAPL, XOM, MSFT, JNJ, WFC
|
13F-HR |
04 Nov 2014, 06:12 |
| Q2 2014 |
290 |
$1,045,972,000 |
+$101,039,495 |
-$81,402,324 |
+$19,637,171 |
AAPL, XOM, MSFT, JNJ, GE
|
13F-HR |
29 Jul 2014, 20:42 |
| Q1 2014 |
271 |
$1,030,088,000 |
+$36,970,726 |
-$123,086,612 |
-$86,115,886 |
AAPL, XOM, MSFT, GOOGL, GE
|
13F-HR |
02 May 2014, 06:17 |
| Q4 2013 |
264 |
$1,111,016,000 |
$0 |
$0 |
$0 |
AAPL, XOM, GOOGL, MSFT, GE
|
13F-HR |
07 Feb 2014, 06:05 |