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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 228 | $1,238,522,332 | +$67,985,351 | -$7,975,010 | +$60,010,341 | AVGO, MSFT, SPIB, GVI, VO | 13F-HR | 23 Jan 2026, 09:41 |
| Q3 2025 | 223 | $1,194,285,470 | +$17,530,128 | -$36,473,312 | -$18,943,184 | AVGO, MSFT, SPIB, VO, GVI | 13F-HR | 23 Oct 2025, 11:38 |
| Q2 2025 | 210 | $1,143,958,006 | +$61,613,583 | -$43,186,112 | +$18,427,471 | AVGO, MSFT, SPIB, VO, GVI | 13F-HR | 11 Jul 2025, 08:46 |
| Q1 2025 | 205 | $1,079,309,489 | +$30,372,529 | -$12,325,268 | +$18,047,261 | MSFT, SPIB, GVI, VO, AVGO | 13F-HR | 24 Apr 2025, 13:34 |
| Q4 2024 | 197 | $1,082,553,566 | +$10,197,616 | -$30,757,514 | -$20,559,898 | AVGO, MSFT, VO, VB, AAPL | 13F-HR | 29 Jan 2025, 14:20 |
| Q3 2024 | 200 | $1,115,518,219 | +$51,295,016 | -$19,759,646 | +$31,535,370 | MSFT, VO, AVGO, VB, SPIB | 13F-HR | 24 Oct 2024, 13:48 |
| Q2 2024 | 199 | $1,048,195,797 | +$24,101,567 | -$23,266,259 | +$835,308 | MSFT, AVGO, VO, VB, SPIB | 13F-HR | 26 Jul 2024, 08:41 |
| Q1 2024 | 197 | $1,043,664,415 | +$21,085,163 | -$26,584,895 | -$5,499,732 | MSFT, VO, VB, SPIB, GVI | 13F-HR | 16 Apr 2024, 14:48 |
| Q4 2023 | 190 | $991,428,396 | +$20,130,705 | -$29,182,832 | -$9,052,127 | MSFT, VB, VO, SPIB, GVI | 13F-HR | 25 Jan 2024, 13:33 |
| Q3 2023 | 186 | $907,123,840 | +$9,644,841 | -$8,051,133 | +$1,593,708 | MSFT, VO, VB, GVI, SPIB | 13F-HR | 19 Oct 2023, 11:12 |
| Q2 2023 | 189 | $940,400,660 | +$6,041,958 | -$15,275,065 | -$9,233,107 | MSFT, VO, VB, AAPL, GVI | 13F-HR | 31 Jul 2023, 13:53 |
| Q1 2023 | 189 | $900,610,853 | +$41,262,209 | -$42,452,586 | -$1,190,377 | MSFT, VO, VB, GVI, SPIB | 13F-HR | 21 Apr 2023, 13:44 |
| Q4 2022 | 184 | $880,085,038 | +$78,733,074 | -$57,216,041 | +$21,517,033 | VO, VB, MSFT, GVI, SPIB | 13F-HR | 01 Feb 2023, 09:44 |
| Q3 2022 | 183 | $786,039,000 | +$17,238,602 | -$15,428,652 | +$1,809,950 | MSFT, VO, VB, AAPL, UNH | Restatement | 14 Nov 2022, 12:37 |
| Q2 2022 | 196 | $834,568,000 | +$20,474,916 | -$5,920,212 | +$14,554,704 | MSFT, VO, VB, AAPL, UNH | 13F-HR | 22 Jul 2022, 09:31 |
| Q1 2022 | 204 | $938,158,000 | +$113,372,444 | -$127,653,443 | -$14,280,999 | MSFT, VO, VB, AAPL, UNH | 13F-HR | 21 Apr 2022, 12:17 |
| Q4 2021 | 208 | $1,003,405,000 | +$131,624,381 | -$104,231,324 | +$27,393,057 | MSFT, VO, VB, AAPL, SPDR S&P 500 ETF TR | 13F-HR | 26 Jan 2022, 14:21 |
| Q3 2021 | 193 | $901,945,000 | +$13,255,230 | -$18,990,579 | -$5,735,349 | MSFT, VO, VB, AAPL, SPY | 13F-HR | 27 Oct 2021, 09:18 |
| Q2 2021 | 187 | $915,532,000 | +$132,957,563 | -$106,326,999 | +$26,630,564 | MSFT, VO, VB, AAPL, SPY | 13F-HR | 02 Aug 2021, 14:42 |
| Q1 2021 | 185 | $863,276,000 | +$90,522,962 | -$90,009,105 | +$513,857 | VB, VO, MSFT, AAPL, SPDR S&P 500 ETF TR | 13F-HR | 07 May 2021, 14:12 |
| Q4 2020 | 181 | $824,676,000 | +$20,537,368 | -$24,441,624 | -$3,904,256 | VB, VO, MSFT, AAPL, SPY | 13F-HR | 02 Feb 2021, 10:02 |
| Q3 2020 | 176 | $743,042,000 | +$31,596,159 | -$10,583,930 | +$21,012,229 | MSFT, VO, VB, AAPL, SPY | 13F-HR | 02 Nov 2020, 16:06 |
| Q2 2020 | 173 | $705,257,000 | +$37,948,189 | -$45,500,191 | -$7,552,002 | MSFT, VO, VB, AAPL, SPY | 13F-HR | 29 Jul 2020, 10:16 |
| Q1 2020 | 164 | $609,105,000 | +$10,870,386 | -$53,714,729 | -$42,844,343 | MSFT, VO, VB, EFA, AAPL | 13F-HR | 08 May 2020, 15:26 |
| Q4 2019 | 194 | $823,222,000 | +$19,716,570 | -$25,305,540 | -$5,588,970 | VO, VB, MSFT, EFA, SPY | 13F-HR | 06 Feb 2020, 15:39 |
| Q3 2019 | 196 | $773,143,000 | +$6,419,921 | -$10,816,323 | -$4,396,402 | VO, VB, MSFT, EFA, XOM | 13F-HR | 07 Nov 2019, 10:58 |
| Q2 2019 | 195 | $771,353,000 | +$19,924,713 | -$23,492,883 | -$3,568,170 | VO, VB, MSFT, EFA, XOM | 13F-HR | 05 Aug 2019, 09:23 |
| Q1 2019 | 202 | $757,180,000 | +$30,101,225 | -$37,960,682 | -$7,859,457 | VO, VB, MSFT, EFA, XOM | 13F-HR | 08 May 2019, 09:37 |
| Q4 2018 | 201 | $682,952,000 | +$57,572,874 | -$28,033,803 | +$29,539,071 | VO, VB, MSFT, EFA, XOM | 13F-HR | 06 Feb 2019, 14:57 |
| Q3 2018 | 210 | $749,080,000 | +$20,078,156 | -$22,009,030 | -$1,930,874 | VB, VO, EFA, MSFT, AAPL | 13F-HR | 13 Nov 2018, 06:51 |
| Q2 2018 | 205 | $714,744,000 | +$47,460,211 | -$48,081,540 | -$621,329 | VB, VO, EFA, MSFT, XOM | 13F-HR | 07 Aug 2018, 11:01 |
| Q1 2018 | 201 | $697,200,000 | +$12,663,622 | -$13,175,560 | -$511,938 | VO, VB, EFA, MSFT, SPY | 13F-HR | 14 May 2018, 09:03 |
| Q4 2017 | 199 | $715,663,000 | +$29,179,110 | -$20,576,398 | +$8,602,712 | VO, VB, EFA, MSFT, XOM | 13F-HR | 14 Feb 2018, 09:25 |
| Q3 2017 | 198 | $675,392,000 | +$19,868,359 | -$32,476,167 | -$12,607,808 | VO, VB, EFA, VNQ, XOM | 13F-HR | 14 Nov 2017, 08:48 |
| Q2 2017 | 188 | $661,591,000 | +$18,624,991 | -$26,560,738 | -$7,935,747 | VO, VB, EFA, VNQ, XOM | 13F-HR | 10 Aug 2017, 09:27 |
| Q1 2017 | 190 | $654,358,000 | +$37,194,612 | -$25,446,935 | +$11,747,677 | VO, VB, EFA, XOM, VNQ | 13F-HR | 04 May 2017, 13:06 |
| Q4 2016 | 177 | $617,202,000 | +$39,368,529 | -$26,138,940 | +$13,229,589 | VB, VO, EFA, XOM, VNQ | 13F-HR | 17 Jan 2017, 16:35 |
| Q3 2016 | 163 | $590,677,000 | +$21,026,352 | -$11,931,479 | +$9,094,873 | VO, VB, EFA, XOM, VNQ | 13F-HR | 18 Oct 2016, 16:00 |
| Q2 2016 | 163 | $575,228,000 | +$35,708,738 | -$28,462,612 | +$7,246,126 | VO, EFA, VB, XOM, VNQ | 13F-HR | 15 Jul 2016, 13:11 |
| Q1 2016 | 156 | $555,529,000 | +$44,439,878 | -$59,544,041 | -$15,104,163 | EFA, VO, VB, XOM, VNQ | 13F-HR | 07 Apr 2016, 08:54 |
| Q4 2015 | 163 | $563,240,000 | +$15,866,709 | -$27,613,388 | -$11,746,679 | EFA, DWM, VO, VWO, VB | 13F-HR | 11 Jan 2016, 09:32 |
| Q3 2015 | 168 | $553,242,000 | +$29,046,438 | -$33,262,105 | -$4,215,667 | EFA, DWM, VWO, VO, VB | 13F-HR | 16 Oct 2015, 10:43 |
| Q2 2015 | 173 | $609,267,000 | +$15,601,406 | -$14,934,088 | +$667,318 | EFA, DWM, VWO, VO, VB | 13F-HR | 23 Jul 2015, 12:00 |
| Q1 2015 | 181 | $618,453,000 | +$24,175,317 | -$15,696,784 | +$8,478,533 | DWM, EFA, VWO, VO, VB | 13F-HR | 14 Apr 2015, 15:27 |
| Q4 2014 | 172 | $607,579,000 | +$15,506,593 | -$15,112,767 | +$393,826 | DWM, EFA, VWO, VO, XOM | 13F-HR | 23 Jan 2015, 09:47 |
| Q3 2014 | 169 | $592,421,000 | +$5,933,891 | -$13,865,617 | -$7,931,726 | DWM, EFA, VWO, XOM, VO | 13F-HR | 21 Oct 2014, 15:45 |
| Q2 2014 | 174 | $611,861,000 | +$18,737,816 | -$18,891,751 | -$153,935 | DWM, EFA, VWO, XOM, VO | 13F-HR | 08 Jul 2014, 08:55 |
| Q1 2014 | 167 | $593,299,000 | +$9,119,703 | -$8,045,809 | +$1,073,894 | DWM, VWO, EFA, XOM, VB | 13F-HR | 10 Apr 2014, 09:35 |
| Q4 2013 | 170 | $585,462,000 | $0 | $0 | $0 | VWO, DWM, EFA, XOM, VB | 13F-HR | 21 Jan 2014, 15:31 |