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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 288 | $3,821,581,663 | +$206,213,228 | -$95,308,469 | +$110,904,759 | AAPL, AGG, IJR, GOOGL, SDY | 13F-HR | 13 Feb 2026, 15:33 |
| Q3 2025 | 264 | $3,630,233,706 | +$119,118,768 | -$73,216,953 | +$45,901,815 | AAPL, AGG, IJR, SDY, MSFT | 13F-HR | 14 Nov 2025, 16:30 |
| Q2 2025 | 252 | $3,409,712,863 | +$244,129,940 | -$127,923,834 | +$116,206,106 | AAPL, AGG, SDY, IJR, MSFT | 13F-HR | 14 Aug 2025, 15:29 |
| Q1 2025 | 236 | $3,173,071,295 | +$78,422,955 | -$57,619,101 | +$20,803,854 | AAPL, AGG, SDY, IJR, TLH | 13F-HR | 15 May 2025, 13:51 |
| Q4 2024 | 229 | $3,197,016,929 | +$108,398,372 | -$52,516,468 | +$55,881,904 | AAPL, AGG, SDY, IJR, IVV | 13F-HR | 06 Feb 2025, 17:41 |
| Q3 2024 | 220 | $3,225,116,146 | +$95,859,149 | -$57,770,210 | +$38,088,939 | AAPL, AGG, SDY, IJR, TLH | 13F-HR | 25 Nov 2024, 13:12 |
| Q2 2024 | 199 | $3,026,571,056 | +$75,299,487 | -$98,053,067 | -$22,753,580 | AAPL, AGG, SDY, IJR, TLH | 13F-HR | 24 Jul 2024, 19:06 |
| Q1 2024 | 205 | $3,008,079,092 | +$250,081,840 | -$169,735,060 | +$80,346,780 | AAPL, AGG, SDY, IJR, TLH | 13F-HR | 14 May 2024, 17:15 |
| Q4 2023 | 197 | $2,884,450,404 | +$221,683,384 | -$157,586,466 | +$64,096,918 | AAPL, SCHZ, AGG, SDY, IJR | 13F-HR | 13 Feb 2024, 18:37 |
| Q3 2023 | 191 | $2,571,880,860 | +$50,731,066 | -$40,416,186 | +$10,314,880 | AAPL, AGG, SPSB, SDY, IJR | 13F-HR | 14 Nov 2023, 15:58 |
| Q2 2023 | 195 | $2,682,026,599 | +$39,469,535 | -$107,388,427 | -$67,918,892 | AAPL, AGG, SPSB, SDY, IJR | 13F-HR | 11 Aug 2023, 14:58 |
| Q1 2023 | 204 | $2,638,714,252 | +$111,323,362 | -$116,325,738 | -$5,002,376 | AAPL, SPSB, AGG, SDY, IJR | 13F-HR | 05 May 2023, 15:33 |
| Q4 2022 | 198 | $2,513,457,255 | +$162,763,730 | -$152,187,907 | +$10,575,823 | SPSB, SCHZ, AAPL, AGG, SDY | 13F-HR | 10 Feb 2023, 19:21 |
| Q3 2022 | 186 | $2,377,428,000 | +$165,126,614 | -$103,567,259 | +$61,559,355 | SPSB, AAPL, AGG, SDY, LQDH | 13F-HR | 10 Nov 2022, 18:54 |
| Q2 2022 | 192 | $2,479,340,000 | +$249,413,167 | -$87,011,496 | +$162,401,671 | AAPL, AGG, SPSB, SDY, IJR | 13F-HR | 29 Jul 2022, 16:01 |
| Q1 2022 | 192 | $2,697,998,000 | +$193,082,010 | -$147,773,274 | +$45,308,736 | AAPL, AGG, SDY, IJR, LQDH | 13F-HR | 11 May 2022, 20:18 |
| Q4 2021 | 198 | $2,825,349,000 | +$124,102,149 | -$51,130,089 | +$72,972,060 | AGG, AAPL, SDY, IJR, STIP | 13F-HR | 03 Feb 2022, 19:07 |
| Q3 2021 | 172 | $2,575,280,000 | +$69,846,740 | -$74,420,783 | -$4,574,043 | AGG, AAPL, SDY, IJR, STIP | 13F-HR | 25 Oct 2021, 17:14 |
| Q2 2021 | 180 | $2,591,307,000 | +$91,265,290 | -$51,278,280 | +$39,987,010 | AGG, AAPL, SDY, IJR, IGM | 13F-HR | 13 Aug 2021, 17:05 |
| Q1 2021 | 176 | $2,420,801,000 | +$169,048,169 | -$101,607,321 | +$67,440,848 | AGG, AAPL, SDY, IJR, IVV | 13F-HR | 05 May 2021, 16:03 |
| Q4 2020 | 161 | $2,297,895,000 | +$188,595,255 | -$30,555,561 | +$158,039,694 | AGG, AAPL, SDY, IJR, IGM | 13F-HR | 10 Feb 2021, 20:12 |
| Q3 2020 | 142 | $1,975,251,000 | +$124,696,554 | -$41,533,381 | +$83,163,173 | AGG, AAPL, SDY, IJR, STIP | 13F-HR | 12 Nov 2020, 16:18 |
| Q2 2020 | 144 | $1,848,574,000 | +$101,790,153 | -$119,086,948 | -$17,296,795 | AGG, AAPL, SDY, IJR, IGM | 13F-HR | 14 Aug 2020, 14:26 |
| Q1 2020 | 160 | $1,631,235,000 | +$136,291,401 | -$158,691,985 | -$22,400,584 | AGG, IVV, SDY, AAPL, STIP | 13F-HR | 12 May 2020, 19:11 |
| Q4 2019 | 157 | $1,965,135,000 | +$37,689,330 | -$21,106,400 | +$16,582,930 | AGG, IVV, SDY, AAPL, VUG | 13F-HR | 12 Feb 2020, 15:46 |
| Q3 2019 | 140 | $1,846,202,000 | +$53,919,360 | -$40,133,259 | +$13,786,101 | AGG, IVV, SDY, VUG, IJR | 13F-HR | 12 Nov 2019, 18:28 |
| Q2 2019 | 556 | $1,816,218,000 | +$36,459,192 | -$56,973,645 | -$20,514,453 | AGG, IVV, SDY, VUG, IJR | 13F-HR | 19 Jul 2019, 14:37 |
| Q1 2019 | 672 | $1,777,416,000 | +$116,113,256 | -$171,874,250 | -$55,760,994 | AGG, IVV, SDY, VUG, IJR | 13F-HR | 30 Apr 2019, 19:03 |
| Q4 2018 | 498 | $1,661,672,000 | +$165,117,327 | -$110,102,372 | +$55,014,955 | SCHZ, IVV, AGG, SDY, VUG | 13F-HR | 05 Feb 2019, 15:55 |
| Q3 2018 | 684 | $1,797,174,000 | +$89,560,765 | -$27,363,613 | +$62,197,152 | IVV, AGG, SDY, VUG, AAPL | 13F-HR | 07 Nov 2018, 14:42 |
| Q2 2018 | 502 | $1,665,056,000 | +$147,737,172 | -$177,291,600 | -$29,554,428 | IVV, AGG, SDY, VUG, IJR | 13F-HR | 31 Jul 2018, 13:03 |
| Q1 2018 | 572 | $1,526,077,000 | +$137,617,672 | -$261,368,472 | -$123,750,800 | IVV, AGG, SDY, VUG, IJR | 13F-HR | 04 Apr 2018, 20:50 |
| Q4 2017 | 155 | $1,646,770,000 | +$84,685,621 | -$46,081,469 | +$38,604,152 | IVV, AGG, SDY, VUG, IJR | 13F-HR | 09 Feb 2018, 17:28 |
| Q3 2017 | 149 | $1,564,575,000 | +$60,364,279 | -$47,037,637 | +$13,326,642 | IVV, AGG, SDY, VUG, IJR | 13F-HR | 09 Nov 2017, 16:19 |
| Q2 2017 | 152 | $1,500,125,000 | +$90,001,476 | -$71,280,645 | +$18,720,831 | IVV, AGG, SDY, VUG, IJR | 13F-HR | 10 Aug 2017, 20:04 |
| Q1 2017 | 157 | $1,453,121,000 | +$119,572,689 | -$63,646,572 | +$55,926,117 | AGG, IVV, SDY, VUG, IJR | 13F-HR | 04 May 2017, 20:20 |
| Q4 2016 | 168 | $1,361,826,000 | +$92,483,421 | -$36,021,268 | +$56,462,153 | AGG, IVV, SDY, IJR, VUG | 13F-HR | 01 Feb 2017, 11:57 |
| Q3 2016 | 159 | $1,294,087,000 | +$76,149,089 | -$22,260,314 | +$53,888,775 | AGG, IVV, SDY, IJR, VUG | 13F-HR | 14 Nov 2016, 14:01 |
| Q2 2016 | 148 | $1,214,196,000 | +$361,262,106 | -$236,458,333 | +$124,803,773 | AGG, IVV, SDY, IJR, VUG | 13F-HR | 25 Jul 2016, 16:34 |
| Q1 2016 | 127 | $1,035,327,000 | $0 | $0 | $0 | AGG, IJR, VOO, IVV, IGSB | 13F-HR | 20 Apr 2016, 09:45 |
| Q4 2015 | 127 | $1,043,947,000 | +$258,312,332 | -$150,993,026 | +$107,319,306 | AGG, IJR, VOO, IVV, IGSB | 13F-HR | 25 Jan 2016, 10:51 |
| Q3 2015 | 113 | $900,499,000 | +$15,557,506 | -$521,313,250 | -$505,755,744 | IJR, IGSB, SCHB, STPZ, SDY | 13F-HR | 30 Oct 2015, 13:00 |
| Q2 2015 | 253 | $1,511,096,000 | +$612,303,256 | -$18,969,767 | +$593,333,489 | IJR, SCHB, IGSB, IJH, STPZ | 13F-HR | 01 Oct 2015, 17:54 |
| Q1 2015 | 104 | $922,627,000 | +$22,423,748 | -$93,263,124 | -$70,839,376 | SCHB, IJR, IGSB, STPZ, SDY | 13F-HR | 14 Apr 2015, 13:38 |
| Q4 2014 | 116 | $988,404,000 | +$47,790,478 | -$45,163,159 | +$2,627,319 | SCHB, IJR, IGSB, SDY, STPZ | 13F-HR | 14 Jan 2015, 16:10 |
| Q3 2014 | 133 | $956,385,000 | +$73,403,097 | -$69,520,849 | +$3,882,248 | SCHB, IJR, IGSB, STPZ, SDY | 13F-HR | 21 Oct 2014, 13:12 |
| Q2 2014 | 132 | $969,246,000 | +$73,673,190 | -$38,287,259 | +$35,385,931 | IGSB, IJR, SDY, STPZ, AAPL | 13F-HR | 21 Jul 2014, 12:37 |
| Q1 2014 | 124 | $934,193,000 | +$43,312,372 | -$43,173,313 | +$139,059 | SCHB, IGSB, IJR, STPZ, SDY | 13F-HR | 11 Apr 2014, 15:27 |
| Q4 2013 | 106 | $953,310,000 | $0 | $0 | $0 | SCHB, IJR, IGSB, STPZ, SDY | 13F-HR | 29 Jan 2014, 19:01 |