Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
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Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 380 | $3.92B | +$568M | -$751M | -$183M | AGG, IEMG, VOO, UITB, XOM | 13F-HR | 11/14/2024, 07:27 PM |
Q2 2024 | 452 | $3.94B | +$243M | -$295M | -$52M | AGG, IEMG, XOM, UITB, ABBV | 13F-HR | 8/6/2024, 06:04 PM |
Q1 2024 | 446 | $4.07B | +$156M | -$859M | -$702M | AGG, IEMG, XOM, AVGO, ABBV | 13F-HR | 5/15/2024, 03:51 PM |
Q4 2023 | 442 | $4.51B | +$643M | -$405M | +$239M | AGG, IEMG, XOM, AVGO, JNJ | 13F-HR | 2/12/2024, 01:18 PM |
Q3 2023 | 398 | $3.97B | +$627M | -$40.1M | +$587M | AGG, IEMG, JNJ, UITB, CSCO | 13F-HR | 11/14/2023, 05:11 PM |
Q2 2023 | 344 | $3.49B | +$433M | -$174M | +$259M | AGG, IEMG, JNJ, UITB, VOO | 13F-HR | 8/14/2023, 07:50 PM |
Q1 2023 | 327 | $3.11B | +$341M | -$1.68B | -$1.34B | IEMG, JNJ, UITB, NEAR, VOO | 13F-HR | 5/15/2023, 05:15 PM |
Q4 2022 | 543 | $4.37B | +$634M | -$209M | +$426M | IEMG, AGG, LQD, JNJ, ABBV | 13F-HR | 2/14/2023, 11:46 AM |
Q3 2022 | 558 | $3.55B | +$238M | -$140M | +$97.3M | IEMG, JNJ, UITB, ABBV, AAPL | 13F-HR | 11/14/2022, 06:51 PM |
Q2 2022 | 553 | $3.82B | +$1.32B | -$2.14B | -$816M | IEMG, JNJ, ABBV, UITB, KO | 13F-HR | 8/15/2022, 06:33 PM |
Q1 2022 | 119 | $5.27B | +$201M | -$476M | -$275M | IVV, IEFA, IJH, IEMG, JNJ | 13F-HR | 5/12/2022, 07:04 PM |
Q4 2021 | 120 | $5.94B | +$143M | -$344M | -$201M | IVV, IEFA, IJH, IEMG, ACWI | 13F-HR | 2/15/2022, 06:03 PM |
Q3 2021 | 125 | $5.72B | +$547M | -$163M | +$384M | IVV, IEFA, IJH, IEMG, COIN | 13F-HR | 11/15/2021, 04:23 PM |
Q2 2021 | 134 | $5.45B | +$3.21B | -$3.37B | -$159M | IVV, IEFA, IEMG, IJH, VOO | 13F-HR | 8/16/2021, 05:11 PM |
Q1 2021 | 159 | $5.49B | +$148M | -$904M | -$756M | VEA, VYM, VOO, FNDF, QUAL | 13F-HR | 5/14/2021, 10:30 AM |
Q4 2020 | 189 | $5.84B | +$471M | -$288M | +$182M | VEA, VYM, VOO, FNDF, UITB | 13F-HR | 2/16/2021, 06:33 AM |
Q3 2020 | 165 | $5.15B | +$716M | -$476M | +$240M | VEA, VYM, VOO, UITB, FNDF | 13F-HR | 11/10/2020, 10:12 AM |
Q2 2020 | 198 | $4.65B | +$95.2M | -$2.81B | -$2.71B | VEA, VYM, VOO, GSLC, UITB | 13F-HR | 8/13/2020, 06:11 PM |
Q1 2020 | 254 | $6.87B | +$575M | -$644M | -$69M | VEA, VYM, SPIB, IVV, IEFA | 13F-HR | 5/14/2020, 01:03 PM |
Q4 2019 | 294 | $8.79B | +$823M | -$448M | +$375M | VEA, VYM, IVV, IEFA, SPIB | 13F-HR | 1/14/2020, 11:23 AM |
Q3 2019 | 426 | $7.97B | +$1.2B | -$33.7B | -$32.5B | VEA, VYM, IVV, SPIB, IEFA | 13F-HR | 11/13/2019, 03:27 PM |
Q2 2019 | 2,236 | $40.2B | +$3.65B | -$3.53B | +$115M | MSFT, IVV, AMZN, AAPL, VEA | 13F-HR | 8/16/2019, 03:08 PM |
Q1 2019 | 2,256 | $38.8B | +$2.43B | -$2.32B | +$108M | MSFT, AMZN, AAPL, IEFA, VEA | 13F-HR | 5/13/2019, 03:36 PM |
Q4 2018 | 2,235 | $34.5B | +$2.46B | -$2.44B | +$13.4M | MSFT, IEFA, AMZN, IVV, AAPL | 13F-HR | 2/13/2019, 11:07 AM |
Q3 2018 | 2,310 | $39.9B | +$3.12B | -$2.85B | +$278M | MSFT, IEFA, AMZN, AAPL, IVV | 13F-HR | 11/13/2018, 12:22 PM |
Q2 2018 | 2,299 | $37.6B | +$3.61B | -$3.76B | -$157M | MSFT, AMZN, AAPL, META, IVV | Restatement | 9/27/2018, 02:27 PM |
Q1 2018 | 2,276 | $37.1B | +$3.11B | -$2.05B | +$1.06B | IEFA, MSFT, AMZN, AAPL, VWO | 13F-HR | 5/14/2018, 12:25 PM |
Q4 2017 | 1,450 | $36.5B | +$2.38B | -$1.74B | +$645M | IEFA, AAPL, MSFT, AMZN, META | 13F-HR | 2/14/2018, 11:40 AM |
Q3 2017 | 1,407 | $34.1B | +$2.46B | -$2.42B | +$44M | IEFA, AAPL, MSFT, META, VWO | 13F-HR | 11/14/2017, 10:57 AM |
Q2 2017 | 1,403 | $32.8B | +$2.12B | -$1.85B | +$269M | IEFA, AAPL, MSFT, AMZN, META | 13F-HR | 8/14/2017, 12:19 PM |
Q1 2017 | 1,299 | $31.6B | +$2.04B | -$1.87B | +$170M | AAPL, MSFT, AMZN, IEFA, META | 13F-HR | 5/11/2017, 01:51 PM |
Q4 2016 | 1,287 | $29.8B | +$2.34B | -$2.35B | -$8.17M | AAPL, MSFT, HYG, IEFA, AMZN | 13F-HR | 2/13/2017, 01:35 PM |
Q3 2016 | 1,287 | $29.4B | +$2.36B | -$2.03B | +$330M | AAPL, MSFT, AMZN, IEFA, META | 13F-HR | 11/14/2016, 11:00 AM |
Q2 2016 | 1,255 | $27.9B | +$1.91B | -$2.23B | -$310M | MSFT, AAPL, AMZN, IEFA, META | 13F-HR | 8/11/2016, 04:12 PM |
Q1 2016 | 1,266 | $27.6B | +$2.51B | -$3.19B | -$671M | MSFT, AAPL, IEFA, IEF, META | 13F-HR | 5/12/2016, 04:07 PM |
Q4 2015 | 1,346 | $28B | +$2.16B | -$2.12B | +$47.2M | MSFT, SPY, EFA, AAPL, IEFA | 13F-HR | 2/16/2016, 12:36 PM |
Q3 2015 | 1,264 | $26.7B | +$2.56B | -$1.86B | +$693M | EFA, SPY, AAPL, MSFT, IEFA | 13F-HR | 11/12/2015, 09:45 AM |
Q2 2015 | 1,269 | $28.5B | +$1.73B | -$1.5B | +$228M | EFA, AAPL, SPY, MSFT, IEFA | 13F-HR | 8/12/2015, 10:43 AM |
Q1 2015 | 1,259 | $28.5B | +$2.8B | -$2.44B | +$362M | EFA, AAPL, SPY, IEFA, MSFT | 13F-HR | 5/15/2015, 03:02 PM |
Q4 2014 | 1,236 | $28.2B | +$2.16B | -$1.41B | +$751M | EFA, AAPL, MSFT, IEMG, IEFA | 13F-HR | 2/17/2015, 05:28 PM |
Q3 2014 | 1,213 | $26.4B | +$1.8B | -$1.12B | +$688M | EFA, AAPL, MSFT, IEMG, JNJ | 13F-HR | 11/14/2014, 10:30 AM |
Q2 2014 | 1,221 | $26.3B | +$2.6B | -$1.52B | +$1.08B | EFA, AAPL, MSFT, JNJ, IEMG | 13F-HR | 8/13/2014, 11:01 AM |
Q1 2014 | 1,218 | $24.8B | +$1.77B | -$1.59B | +$182M | EFA, MSFT, AAPL, GOOGL, IEMG | Restatement | 5/22/2014, 09:35 AM |
Q4 2013 | 1,221 | $24.3B | $0 | $0 | EFA, AAPL, GOOGL, MSFT, SPY | 13F-HR | 2/14/2014, 10:55 AM |