| 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 | 952 | $29.1B | +$930M | -$496M | +$434M | IVV, AAPL, NVDA, MSFT, AMZN | 13F-HR | 1/30/2025, 06:30 AM |
| Q3 2024 | 964 | $28.1B | +$1.01B | -$368M | +$641M | IVV, AAPL, MSFT, NVDA, AMZN | 13F-HR | 10/30/2024, 06:30 AM |
| Q2 2024 | 961 | $26.1B | +$1.5B | -$882M | +$618M | IVV, MSFT, NVDA, AAPL, AMZN | 13F-HR | 7/18/2024, 06:30 AM |
| Q1 2024 | 972 | $25.9B | +$415M | -$1.2B | -$782M | IVV, MSFT, AAPL, NVDA, AMZN | 13F-HR | 5/2/2024, 06:31 AM |
| Q4 2023 | 975 | $24.8B | +$500M | -$766M | -$267M | IVV, AAPL, MSFT, AMZN, NVDA | 13F-HR | 1/24/2024, 06:30 AM |
| Q3 2023 | 989 | $22.5B | +$284M | -$517M | -$233M | IVV, AAPL, MSFT, AMZN, NVDA | 13F-HR | 10/19/2023, 06:11 AM |
| Q2 2023 | 998 | $23.6B | +$531M | -$443M | +$87.3M | IVV, AAPL, MSFT, AMZN, NVDA | 13F-HR | 7/31/2023, 06:10 AM |
| Q1 2023 | 1,004 | $22.1B | +$746M | -$422M | +$323M | IVV, AAPL, MSFT, AMZN, VGK | 13F-HR | 4/25/2023, 06:39 AM |
| Q4 2022 | 997 | $20.5B | +$445M | -$1.03B | -$581M | IVV, AAPL, MSFT, IEMG, VGK | 13F-HR | 2/6/2023, 06:03 AM |
| Q3 2022 | 1,009 | $19.7B | +$913M | -$555M | +$358M | IVV, AAPL, MSFT, AMZN, VGK | 13F-HR | 11/4/2022, 06:16 AM |
| Q2 2022 | 1,030 | $21.3B | +$1.02B | -$692M | +$326M | IVV, AAPL, MSFT, AMZN, VGK | 13F-HR | 7/29/2022, 06:15 AM |
| Q1 2022 | 1,039 | $25.6B | +$256M | -$1.62B | -$1.36B | IVV, AAPL, MSFT, AMZN, VGK | 13F-HR | 5/13/2022, 06:21 AM |
| Q4 2021 | 1,051 | $28.7B | +$729M | -$555M | +$174M | IVV, AAPL, MSFT, AMZN, IEMG | 13F-HR | 2/9/2022, 06:54 AM |
| Q3 2021 | 1,046 | $26.1B | +$631M | -$1.1B | -$465M | IVV, AAPL, MSFT, AMZN, IEMG | 13F-HR | 11/2/2021, 06:05 AM |
| Q2 2021 | 1,044 | $26.9B | +$699M | -$941M | -$242M | IVV, AAPL, MSFT, AMZN, IEMG | 13F-HR | 8/3/2021, 06:04 AM |
| Q1 2021 | 1,045 | $25.2B | +$421M | -$839M | -$418M | IVV, AAPL, MSFT, AMZN, IEMG | 13F-HR | 5/14/2021, 06:05 AM |
| Q4 2020 | 1,027 | $24.3B | +$734M | -$574M | +$159M | AAPL, IVV, MSFT, AMZN, IEMG | 13F-HR | 2/12/2021, 06:04 AM |
| Q3 2020 | 1,061 | $21.8B | +$1.33B | -$629M | +$700M | AAPL, IVV, MSFT, AMZN, IEMG | 13F-HR | 11/13/2020, 06:02 AM |
| Q2 2020 | 1,044 | $20.3B | +$790M | -$967M | -$177M | IVV, AAPL, MSFT, AMZN, IEMG | 13F-HR | 8/14/2020, 06:02 AM |
| Q1 2020 | 1,058 | $17.1B | +$330M | -$836M | -$506M | IVV, MSFT, AAPL, AMZN, IEMG | 13F-HR | 5/14/2020, 06:24 AM |
| Q4 2019 | 1,037 | $22.2B | +$597M | -$658M | -$61M | IVV, AAPL, MSFT, IEMG, AMZN | 13F-HR | 2/14/2020, 06:01 AM |
| Q3 2019 | 1,034 | $20.8B | +$644M | -$489M | +$154M | IVV, MSFT, AAPL, AMZN, IEMG | 13F-HR | 11/14/2019, 06:03 AM |
| Q2 2019 | 1,069 | $20.4B | +$1.62B | -$325M | +$1.29B | IVV, MSFT, AAPL, AMZN, IEMG | 13F-HR | 8/14/2019, 06:17 AM |
| Q1 2019 | 1,066 | $18.5B | +$456M | -$29.7B | -$29.2B | IVV, AAPL, MSFT, AMZN, IEMG | 13F-HR | 5/15/2019, 06:02 AM |
| Q4 2018 | 1,047 | $41.9B | +$1.09B | -$1.16B | -$66.1M | AAPL, MSFT, AMZN, IVV, JNJ | 13F-HR | 2/13/2019, 06:17 AM |
| Q3 2018 | 1,068 | $48.7B | +$879M | -$627M | +$252M | AAPL, AMZN, MSFT, IVV, META | 13F-HR | 11/14/2018, 07:05 AM |
| Q2 2018 | 1,087 | $45.8B | +$1.47B | -$1.37B | +$97.3M | AAPL, MSFT, AMZN, IVV, META | 13F-HR | 8/14/2018, 06:11 AM |
| Q1 2018 | 1,079 | $44.4B | +$1.29B | -$1.56B | -$272M | AAPL, MSFT, AMZN, IVV, JPM | 13F-HR | 5/14/2018, 06:04 AM |
| Q4 2017 | 1,020 | $45.3B | +$1.4B | -$1.05B | +$351M | AAPL, MSFT, IVV, AMZN, META | 13F-HR | 2/14/2018, 06:03 AM |
| Q3 2017 | 1,006 | $42.6B | +$2.9B | -$972M | +$1.93B | AAPL, MSFT, IVV, META, AMZN | 13F-HR | 11/14/2017, 06:01 AM |
| Q2 2017 | 1,006 | $39.2B | +$961M | -$806M | +$155M | AAPL, MSFT, IVV, AMZN, JNJ | 13F-HR | 8/14/2017, 10:18 AM |
| Q1 2017 | 1,023 | $38.1B | +$916M | -$3.96B | -$3.04B | AAPL, MSFT, IVV, AMZN, JNJ | 13F-HR | 5/11/2017, 06:28 AM |
| Q4 2016 | 997 | $39.1B | +$33.5B | -$1.02B | +$32.4B | AAPL, MSFT, IVV, XOM, JNJ | Restatement | 5/2/2017, 06:27 AM |
| Q3 2016 | 1,314 | $6.73B | +$429M | -$545M | -$116M | SPG, SPY, AAPL, PSA, MSFT | 13F-HR | 11/7/2016, 02:19 PM |
| Q2 2016 | 1,302 | $6.66B | +$428M | -$784M | -$356M | SPG, PSA, SPY, AAPL, XOM | 13F-HR | 8/3/2016, 04:05 PM |
| Q1 2016 | 1,321 | $6.85B | +$712M | -$462M | +$251M | EEM, SPG, PSA, SPY, AAPL | 13F-HR | 5/5/2016, 04:51 PM |
| Q4 2015 | 1,329 | $6.7B | +$510M | -$884M | -$374M | SPG, PSA, SPY, AAPL, EQR | 13F-HR | 1/28/2016, 01:01 PM |
| Q3 2015 | 1,340 | $6.57B | +$602M | -$701M | -$98.5M | SPG, AAPL, SPY, PSA, EQR | 13F-HR | 11/12/2015, 01:43 PM |
| Q2 2015 | 1,352 | $7.22B | +$517M | -$1.03B | -$514M | SPG, AAPL, SPY, EQR, AVB | 13F-HR | 8/6/2015, 09:25 AM |
| Q1 2015 | 1,340 | $8.1B | +$1B | -$824M | +$177M | SPG, EEM, AAPL, SPY, AVB | 13F-HR | 5/11/2015, 02:05 PM |
| Q4 2014 | 1,263 | $7.7B | +$998M | -$1.09B | -$95.5M | SPG, AAPL, SPY, PSA, AVB | 13F-HR | 2/9/2015, 04:51 PM |
| Q3 2014 | 1,247 | $7.24B | +$1.16B | -$526M | +$636M | EEM, SPG, AAPL, SPY, VTR | 13F-HR | 11/5/2014, 03:23 PM |
| Q2 2014 | 1,159 | $6.7B | +$869M | -$708M | +$161M | EEM, SPG, SPY, AAPL, PSA | 13F-HR | 8/12/2014, 02:20 PM |
| Q1 2014 | 1,132 | $6.35B | +$490M | -$794M | -$305M | SPG, SPY, AAPL, VTR, BXP | 13F-HR | 5/5/2014, 12:45 PM |
| Q4 2013 | 1,114 | $6.45B | +$322M | -$817M | -$495M | EEM, SPG, SPY, AAPL, AVB | Restatement | 2/4/2014, 08:34 PM |
| Q3 2013 | 1,113 | $6.65B | +$867M | -$485M | +$383M | SPG, EEM, SPY, AVB, VTR | Restatement | 2/5/2014, 09:02 AM |
| Q2 2013 | 1,040 | $6.16B | $0 | $0 | SPG, SPY, VNO, AVB, VTR | Restatement | 2/12/2014, 03:14 PM |