| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 1,127 | $25.9B | +$806M | -$756M | +$50.1M | K, IVV, AAPL, MSFT, NVDA | 13F-HR | 10/31/2024, 10:54 AM |
| Q2 2024 | 1,088 | $24.4B | +$1.12B | -$592M | +$530M | IVV, MSFT, AAPL, K, NVDA | 13F-HR | 7/31/2024, 12:59 PM |
| Q1 2024 | 1,086 | $24.2B | +$947M | -$600M | +$348M | IVV, MSFT, K, AAPL, RSP | 13F-HR | 5/14/2024, 10:13 AM |
| Q4 2023 | 1,073 | $22.5B | +$564M | -$888M | -$324M | IVV, AAPL, K, MSFT, RSP | 13F-HR | 2/13/2024, 11:02 AM |
| Q3 2023 | 1,021 | $20.9B | +$269M | -$462M | -$193M | K, IVV, AAPL, MSFT, RSP | 13F-HR | 11/8/2023, 07:55 AM |
| Q2 2023 | 1,051 | $22B | +$286M | -$589M | -$304M | K, AAPL, IVV, MSFT, RSP | 13F-HR | 8/1/2023, 01:55 PM |
| Q1 2023 | 1,051 | $21B | +$277M | -$605M | -$328M | K, IVV, AAPL, MSFT, RSP | 13F-HR | 5/10/2023, 09:59 AM |
| Q4 2022 | 1,052 | $20.4B | +$334M | -$640M | -$306M | K, IVV, AAPL, MSFT, RSP | 13F-HR | 1/31/2023, 02:36 PM |
| Q3 2022 | 1,045 | $19.2B | +$595M | -$378M | +$217M | K, IVV, AAPL, MSFT, RSP | 13F-HR | 10/27/2022, 02:33 PM |
| Q2 2022 | 1,066 | $20.5B | +$934M | -$653M | +$280M | K, IVV, AAPL, MSFT, RSP | 13F-HR | 8/8/2022, 08:30 AM |
| Q1 2022 | 1,069 | $23.7B | +$495M | -$569M | -$73.3M | IVV, K, AAPL, MSFT, RSP | 13F-HR | 4/28/2022, 11:49 AM |
| Q4 2021 | 1,078 | $25B | +$594M | -$467M | +$127M | IVV, K, AAPL, MSFT, RSP | 13F-HR | 2/7/2022, 03:03 PM |
| Q3 2021 | 1,053 | $23B | +$599M | -$297M | +$302M | K, IVV, AAPL, MSFT, RSP | 13F-HR | 11/8/2021, 10:33 AM |
| Q2 2021 | 1,057 | $22.8B | +$695M | -$626M | +$69.1M | K, IVV, AAPL, MSFT, AMZN | 13F-HR | 8/12/2021, 10:38 AM |
| Q1 2021 | 1,045 | $21.5B | $0 | $0 | K, IVV, AAPL, MSFT, QUAL | New Holdings | 9/3/2021, 11:30 AM | |
| Q1 2021 | 1,045 | $21.5B | +$706M | -$523M | +$183M | K, IVV, AAPL, MSFT, QUAL | 13F-HR | 5/7/2021, 10:54 AM |
| Q4 2020 | 1,037 | $20.4B | +$839M | -$497M | +$342M | K, IVV, AAPL, MSFT, AMZN | 13F-HR | 2/9/2021, 02:15 PM |
| Q3 2020 | 988 | $18.5B | +$1.14B | -$527M | +$611M | K, IVV, AAPL, MSFT, AMZN | 13F-HR | 10/29/2020, 03:33 PM |
| Q2 2020 | 952 | $17.3B | +$644M | -$835M | -$191M | K, IVV, AAPL, MSFT, AMZN | 13F-HR | 8/10/2020, 03:38 PM |
| Q1 2020 | 927 | $15B | +$227M | -$506M | -$279M | K, IVV, MSFT, AAPL, IEFA | 13F-HR | 5/13/2020, 02:29 PM |
| Q4 2019 | 999 | $18.7B | +$337M | -$480M | -$143M | K, IVV, AAPL, IEFA, MSFT | 13F-HR | 2/5/2020, 08:44 AM |
| Q3 2019 | 983 | $17.5B | +$515M | -$601M | -$85.3M | K, IVV, IEFA, MSFT, AAPL | 13F-HR | 11/4/2019, 11:04 AM |
| Q2 2019 | 1,004 | $17.2B | +$401M | -$442M | -$40.7M | K, IVV, IEFA, MSFT, IJH | 13F-HR | 8/1/2019, 09:37 AM |
| Q1 2019 | 944 | $16.8B | +$392M | -$497M | -$105M | K, IVV, IEFA, MSFT, IJH | 13F-HR | 5/8/2019, 09:01 AM |
| Q4 2018 | 933 | $15.3B | +$512M | -$817M | -$305M | K, IVV, IEFA, MSFT, IJH | 13F-HR | 1/30/2019, 01:04 PM |
| Q3 2018 | 1,050 | $18B | +$356M | -$386M | -$29.7M | K, IVV, IEFA, AAPL, IJH | 13F-HR | 11/8/2018, 01:12 PM |
| Q2 2018 | 1,041 | $17.1B | +$413M | -$562M | -$150M | K, IVV, IEFA, IJH, AAPL | 13F-HR | 8/8/2018, 01:06 PM |
| Q1 2018 | 1,053 | $16.9B | +$424M | -$618M | -$193M | K, IVV, IEFA, IJH, AAPL | 13F-HR | 5/15/2018, 08:46 AM |
| Q4 2017 | 1,051 | $17.5B | +$283M | -$639M | -$356M | K, IVV, IEFA, IJH, AAPL | Restatement | 5/14/2018, 01:01 PM |
| Q3 2017 | 1,103 | $16.9B | +$348M | -$532M | -$184M | K, IVV, IEFA, IJH, AAPL | Restatement | 5/14/2018, 12:56 PM |
| Q2 2017 | 1,105 | $16.7B | +$278M | -$469M | -$191M | K, IVV, IEFA, IJH, AAPL | Restatement | 5/14/2018, 12:51 PM |
| Q1 2017 | 1,140 | $16.7B | +$646M | -$462M | +$184M | K, IVV, IEFA, IJH, AAPL | Restatement | 5/14/2018, 12:44 PM |
| Q4 2016 | 1,143 | $16B | +$370M | -$461M | -$90.5M | K, IVV, IJH, IEFA, XOM | Restatement | 5/14/2018, 12:37 PM |
| Q3 2016 | 1,168 | $15.9B | +$690M | -$336M | +$354M | K, IVV, IEFA, IJH, XOM | 13F-HR | 11/9/2016, 11:03 AM |
| Q2 2016 | 1,101 | $15.3B | +$318M | -$479M | -$161M | K, IVV, IJH, IEFA, XOM | 13F-HR | 8/10/2016, 11:00 AM |
| Q1 2016 | 1,103 | $15.1B | +$427M | -$530M | -$102M | K, IVV, IJH, IEFA, EFA | 13F-HR | 5/11/2016, 03:42 PM |
| Q4 2015 | 1,139 | $14.9B | +$698M | -$649M | +$48.9M | K, IVV, IJH, EFA, AAPL | 13F-HR | 2/16/2016, 10:45 AM |
| Q3 2015 | 1,138 | $14.1B | +$443M | -$509M | -$65.5M | K, IVV, EFA, IJH, AAPL | 13F-HR | 11/13/2015, 10:08 AM |
| Q2 2015 | 1,211 | $15B | +$380M | -$456M | -$75.9M | K, IVV, EFA, IJH, AAPL | 13F-HR | 8/10/2015, 10:39 AM |
| Q1 2015 | 1,214 | $15.3B | +$611M | -$586M | +$25.1M | K, IVV, IJH, EFA, AAPL | 13F-HR | 5/7/2015, 10:10 AM |
| Q4 2014 | 1,222 | $15.2B | +$546M | -$403M | +$143M | K, IJH, IVV, EFA, VOO | 13F-HR | 2/12/2015, 09:15 AM |
| Q3 2014 | 1,223 | $14.6B | +$365M | -$578M | -$213M | K, IJH, IVV, EFA, XOM | 13F-HR | 11/7/2014, 08:21 AM |
| Q2 2014 | 1,263 | $15.1B | +$2.49B | -$491M | +$2B | K, IJH, IVV, EFA, XOM | 13F-HR | 8/13/2014, 03:55 PM |
| Q1 2014 | 1,270 | $12.9B | +$495M | -$2.97B | -$2.48B | IJH, XOM, IVV, EFA, VOO | 13F-HR | 5/14/2014, 02:49 PM |
| Q4 2013 | 1,269 | $15.3B | $0 | $0 | K, NDSN, IJH, XOM, VOO | 13F-HR | 2/13/2014, 03:25 PM |