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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 417 | $3,078,733,000 | +$222,583,370 | -$91,880,825 | +$130,702,545 | IWF, AAPL, DLN, MSFT, IVV | 13F-HR | 08 Feb 2024, 10:36 |
| Q3 2023 | 401 | $2,687,624,000 | +$126,766,635 | -$76,212,409 | +$50,554,226 | DLN, IWF, AAPL, MSFT, IVV | 13F-HR | 08 Nov 2023, 15:20 |
| Q2 2023 | 383 | $2,752,631,000 | +$119,939,984 | -$92,012,129 | +$27,927,855 | AAPL, DLN, IWF, MSFT, IVV | 13F-HR | 10 Aug 2023, 13:40 |
| Q1 2023 | 374 | $2,602,532,000 | +$149,252,097 | -$86,913,500 | +$62,338,597 | DLN, AAPL, IWF, DVY, USMV | 13F-HR | 09 May 2023, 16:10 |
| Q4 2022 | 383 | $2,441,452,000 | +$298,950,154 | -$60,203,118 | +$238,747,036 | DLN, AAPL, DVY, USMV, IWF | 13F-HR | 10 Feb 2023, 17:02 |
| Q3 2022 | 379 | $2,042,274,000 | +$175,069,465 | -$193,977,007 | -$18,907,542 | AAPL, DLN, IWF, DVY, MSFT | 13F-HR | 10 Nov 2022, 09:42 |
| Q2 2022 | 382 | $2,204,850,000 | +$227,042,420 | -$37,809,015 | +$189,233,405 | SHY, AAPL, DLN, MSFT, DVY | 13F-HR | 09 Aug 2022, 14:19 |
| Q1 2022 | 390 | $2,332,547,000 | +$170,591,499 | -$45,606,171 | +$124,985,328 | AAPL, SHY, DLN, IWF, MSFT | 13F-HR | 10 May 2022, 11:56 |
| Q4 2021 | 389 | $2,303,959,000 | +$147,827,850 | -$94,309,691 | +$53,518,159 | AAPL, IWF, DLN, MSFT, USMV | 13F-HR | 09 Feb 2022, 14:51 |
| Q3 2021 | 379 | $2,105,292,000 | +$81,601,393 | -$45,076,942 | +$36,524,451 | AAPL, DLN, IWF, MSFT, USMV | 13F-HR | 03 Nov 2021, 15:17 |
| Q2 2021 | 382 | $2,081,681,000 | +$112,561,791 | -$32,306,247 | +$80,255,544 | AAPL, DLN, IWF, USMV, MSFT | 13F-HR | 12 Aug 2021, 13:20 |
| Q1 2021 | 354 | $1,879,792,000 | +$207,904,424 | -$43,682,616 | +$164,221,808 | AAPL, DLN, USMV, IWF, MSFT | 13F-HR | 05 May 2021, 15:44 |
| Q4 2020 | 305 | $1,644,371,000 | +$232,558,307 | -$24,218,008 | +$208,340,299 | AAPL, USMV, DLN, IWF, MSFT | 13F-HR | 03 Feb 2021, 14:47 |
| Q3 2020 | 240 | $1,311,730,000 | +$121,567,981 | -$48,135,223 | +$73,432,758 | USMV, AAPL, DLN, IWF, SHY | 13F-HR | 09 Nov 2020, 12:58 |
| Q2 2020 | 241 | $1,221,176,000 | +$55,627,789 | -$58,597,813 | -$2,970,024 | USMV, DLN, AAPL, IWF, SHY | 13F-HR | 07 Aug 2020, 11:05 |
| Q1 2020 | 218 | $1,063,355,000 | +$86,727,940 | -$62,319,412 | +$24,408,528 | USMV, DLN, AAPL, IWF, SHY | 13F-HR | 06 May 2020, 14:48 |
| Q4 2019 | 236 | $1,301,965,000 | +$85,534,914 | -$27,165,078 | +$58,369,836 | DLN, USMV, XOM, AAPL, IWF | 13F-HR | 07 Feb 2020, 11:09 |
| Q3 2019 | 234 | $1,173,364,000 | +$63,678,338 | -$12,524,165 | +$51,154,173 | DLN, XOM, USMV, IWF, AAPL | 13F-HR | 12 Nov 2019, 14:46 |
| Q2 2019 | 234 | $1,100,196,000 | +$49,852,521 | -$35,636,172 | +$14,216,349 | DLN, XOM, IWF, USMV, AAPL | 13F-HR | 12 Aug 2019, 12:13 |
| Q1 2019 | 229 | $1,058,021,000 | +$68,485,137 | -$42,707,767 | +$25,777,370 | XOM, DLN, IWF, USMV, AAPL | 13F-HR | 09 May 2019, 14:27 |
| Q4 2018 | 219 | $924,804,000 | +$147,289,664 | -$51,395,640 | +$95,894,024 | DLN, XOM, SHY, IWF, AAPL | 13F-HR | 04 Feb 2019, 14:54 |
| Q3 2018 | 240 | $942,654,000 | +$24,747,822 | -$19,018,977 | +$5,728,845 | XOM, AAPL, IWF, DLN, SPY | 13F-HR | 07 Nov 2018, 13:46 |
| Q2 2018 | 241 | $887,024,000 | +$37,115,589 | -$26,870,758 | +$10,244,831 | XOM, AAPL, IWF, DLN, SPY | 13F-HR | 13 Aug 2018, 12:57 |
| Q1 2018 | 232 | $865,116,000 | +$71,045,841 | -$43,899,462 | +$27,146,379 | XOM, IWF, AAPL, DLN, SPY | 13F-HR | 04 May 2018, 14:46 |
| Q4 2017 | 216 | $870,979,000 | +$37,011,937 | -$29,015,357 | +$7,996,580 | XOM, IWF, AAPL, DLN, SPY | 13F-HR | 13 Feb 2018, 12:37 |
| Q3 2017 | 238 | $824,294,000 | +$32,821,060 | -$23,242,884 | +$9,578,176 | XOM, IWF, AAPL, SPY, DLN | 13F-HR | 09 Nov 2017, 13:31 |
| Q2 2017 | 234 | $789,394,000 | +$26,694,933 | -$11,588,942 | +$15,105,991 | XOM, IWF, SPY, AAPL, DLN | 13F-HR | 11 Aug 2017, 15:30 |
| Q1 2017 | 243 | $761,600,000 | +$176,270,440 | -$37,740,715 | +$138,529,725 | XOM, SPY, AAPL, IWF, SHY | 13F-HR | 05 May 2017, 14:31 |
| Q4 2016 | 226 | $607,716,000 | +$60,638,836 | -$25,044,619 | +$35,594,217 | XOM, SPY, SHY, IWF, DLN | 13F-HR | 25 Jan 2017, 11:19 |
| Q3 2016 | 229 | $555,643,000 | +$19,246,318 | -$51,575,771 | -$32,329,453 | XOM, IWF, DLN, DVY, AAPL | 13F-HR | 01 Nov 2016, 11:40 |
| Q2 2016 | 234 | $582,953,000 | +$82,212,652 | -$31,674,166 | +$50,538,486 | XOM, IWF, DLN, DVY, AAPL | 13F-HR | 05 Aug 2016, 13:49 |
| Q1 2016 | 214 | $512,421,000 | +$32,228,227 | -$13,044,953 | +$19,183,274 | XOM, IWF, DLN, DVY, AAPL | 13F-HR | 26 Apr 2016, 15:11 |
| Q4 2015 | 217 | $476,157,000 | +$17,772,262 | -$16,220,466 | +$1,551,796 | XOM, DLN, IWF, DVY, AAPL | 13F-HR | 12 Jan 2016, 13:29 |
| Q3 2015 | 220 | $450,923,000 | +$17,946,279 | -$36,746,495 | -$18,800,216 | XOM, DLN, IWF, DVY, AAPL | 13F-HR | 15 Oct 2015, 11:00 |
| Q2 2015 | 233 | $505,528,000 | +$17,283,414 | -$32,755,718 | -$15,472,304 | XOM, DLN, IWF, DVY, AAPL | 13F-HR | 14 Aug 2015, 10:45 |
| Q1 2015 | 242 | $531,387,000 | +$243,857,968 | -$61,624,168 | +$182,233,800 | XOM, DLN, DVY, IWF, AAPL | 13F-HR | 04 May 2015, 17:12 |
| Q4 2014 | 133 | $350,627,000 | +$34,700,272 | -$41,038,265 | -$6,337,993 | DLN, DVY, IWD, SPY, PFF | 13F-HR | 13 Feb 2015, 10:46 |
| Q3 2014 | 73 | $344,020,000 | +$17,253,994 | -$5,617,220 | +$11,636,774 | DLN, IWF, DVY, IWD, SPY | 13F-HR | 13 Nov 2014, 10:53 |
| Q2 2014 | 75 | $335,626,000 | +$26,401,917 | -$8,063,595 | +$18,338,322 | DLN, DVY, IWF, IWD, PFF | 13F-HR | 14 Aug 2014, 16:08 |
| Q1 2014 | 74 | $304,341,000 | +$15,303,277 | -$18,682,434 | -$3,379,157 | DLN, DVY, IWF, IWD, IDV | 13F-HR | 14 May 2014, 11:48 |
| Q4 2013 | 76 | $304,184,000 | $0 | $0 | $0 | DLN, DVY, IWF, IWD, SPY | 13F-HR | 11 Feb 2014, 14:51 |