| 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 | 816 | $13.6B | +$412M | -$498M | -$86M | IVV, MSFT, IJH, IJR, AAPL | 13F-HR | 2/14/2025, 02:36 PM |
| Q3 2024 | 832 | $13.9B | +$301M | -$403M | -$102M | IVV, MSFT, IJH, IJR, FNDF | 13F-HR | 11/14/2024, 02:01 PM |
| Q2 2024 | 824 | $13.2B | +$726M | -$510M | +$216M | IVV, MSFT, IJH, IJR, FNDF | 13F-HR | 7/31/2024, 09:27 AM |
| Q1 2024 | 835 | $13.2B | +$780M | -$337M | +$444M | IVV, MSFT, IJH, IJR, FNDF | 13F-HR | 4/23/2024, 02:56 PM |
| Q4 2023 | 818 | $12.1B | +$284M | -$359M | -$75.6M | IVV, MSFT, IJH, IJR, FNDF | 13F-HR | 2/6/2024, 09:28 AM |
| Q3 2023 | 799 | $11.1B | +$217M | -$242M | -$25.4M | IVV, MSFT, IJH, IJR, FNDF | 13F-HR | 11/1/2023, 03:04 PM |
| Q2 2023 | 818 | $11.6B | +$279M | -$465M | -$186M | IVV, MSFT, IJH, IJR, AAPL | 13F-HR | 8/9/2023, 03:36 PM |
| Q1 2023 | 834 | $11.1B | +$362M | -$430M | -$67.8M | IVV, MSFT, IJH, IJR, AAPL | 13F-HR | 5/12/2023, 09:49 AM |
| Q4 2022 | 827 | $10.9B | +$448M | -$472M | -$24.7M | IVV, IJH, IJR, MSFT, AAPL | 13F-HR | 2/3/2023, 06:10 PM |
| Q3 2022 | 817 | $9.92B | +$265M | -$209M | +$56.1M | IVV, IJH, IJR, MSFT, AAPL | 13F-HR | 11/3/2022, 02:55 PM |
| Q2 2022 | 854 | $10.5B | +$307M | -$536M | -$229M | IVV, IJH, IJR, MSFT, AAPL | 13F-HR | 7/25/2022, 03:40 PM |
| Q1 2022 | 905 | $12.4B | +$415M | -$360M | +$54.3M | IVV, IJH, MSFT, IJR, AAPL | 13F-HR | 4/25/2022, 02:52 PM |
| Q4 2021 | 923 | $12.8B | +$566M | -$341M | +$225M | IVV, MSFT, IJH, IJR, AAPL | 13F-HR | 1/31/2022, 02:11 PM |
| Q3 2021 | 894 | $11.6B | +$459M | -$343M | +$117M | IVV, IJH, MSFT, IJR, AAPL | 13F-HR | 11/3/2021, 08:24 PM |
| Q2 2021 | 909 | $11.6B | +$291M | -$386M | -$95.8M | IVV, IJH, MSFT, IJR, AAPL | 13F-HR | 7/26/2021, 05:51 PM |
| Q1 2021 | 856 | $11B | +$471M | -$494M | -$23.1M | IVV, IJH, IJR, MSFT, AAPL | 13F-HR | 6/2/2021, 02:01 PM |
| Q4 2020 | 837 | $10.4B | +$463M | -$167M | +$296M | IVV, IJH, MSFT, IJR, AAPL | 13F-HR | 2/5/2021, 11:13 AM |
| Q3 2020 | 800 | $9.17B | +$489M | -$287M | +$202M | IVV, MSFT, IJH, AAPL, IJR | 13F-HR | 10/15/2020, 12:44 PM |
| Q2 2020 | 807 | $8.59B | +$670M | -$552M | +$118M | IVV, MSFT, IJH, IJR, AAPL | 13F-HR | 7/27/2020, 02:54 PM |
| Q1 2020 | 808 | $7.27B | +$473M | -$456M | +$17M | IVV, MSFT, IJH, IJR, JPM | 13F-HR | 4/29/2020, 05:05 PM |
| Q4 2019 | 826 | $9.32B | +$477M | -$478M | -$840K | IVV, IJH, IJR, MSFT, JPM | 13F-HR | 2/3/2020, 09:03 AM |
| Q3 2019 | 818 | $8.74B | +$365M | -$652M | -$288M | IVV, IJH, IJR, MSFT, JPM | 13F-HR | 10/24/2019, 11:08 AM |
| Q2 2019 | 833 | $8.86B | +$274M | -$418M | -$145M | IVV, IJH, IJR, MSFT, JPM | 13F-HR | 7/19/2019, 10:06 AM |
| Q1 2019 | 1,948 | $8.69B | +$238M | -$462M | -$224M | IVV, IJH, IJR, MSFT, JPM | 13F-HR | 4/19/2019, 11:45 AM |
| Q4 2018 | 1,928 | $8B | +$368M | -$461M | -$92.6M | IVV, IJH, IJR, MSFT, JPM | 13F-HR | 1/28/2019, 12:10 PM |
| Q3 2018 | 1,984 | $9.27B | +$193M | -$263M | -$69.5M | IVV, IJH, IJR, MSFT, JPM | 13F-HR | 10/22/2018, 03:44 PM |
| Q2 2018 | 2,095 | $8.86B | +$337M | -$484M | -$147M | IVV, IJH, IJR, VEA, JBHT | 13F-HR | 7/26/2018, 09:33 AM |
| Q1 2018 | 1,987 | $8.91B | +$417M | -$492M | -$74.9M | IVV, IJH, VEA, IJR, EFA | 13F-HR | 4/18/2018, 04:16 PM |
| Q4 2017 | 2,020 | $9.24B | +$409M | -$468M | -$58.7M | IVV, IJH, IJR, VEA, JPM | 13F-HR | 1/18/2018, 02:36 PM |
| Q3 2017 | 872 | $8.8B | +$235M | -$215M | +$20.4M | IVV, IJH, IJR, XOM, JPM | 13F-HR | 10/23/2017, 12:29 PM |
| Q2 2017 | 887 | $8.52B | +$461M | -$520M | -$58.9M | IVV, IJH, XOM, IJR, JPM | 13F-HR | 7/31/2017, 11:17 AM |
| Q1 2017 | 878 | $8.45B | +$474M | -$374M | +$99.9M | IJH, IVV, XOM, IJR, JPM | 13F-HR | 5/2/2017, 02:44 PM |
| Q4 2016 | 885 | $8.17B | +$348M | -$285M | +$63.3M | XOM, IJH, JPM, IVV, IJR | 13F-HR | 2/3/2017, 02:34 PM |
| Q3 2016 | 889 | $7.76B | +$304M | -$380M | -$75.7M | XOM, IJH, JPM, IVV, IJR | 13F-HR | 10/28/2016, 09:47 AM |
| Q2 2016 | 861 | $7.71B | +$395M | -$441M | -$45.5M | XOM, IJH, T, IVV, GE | 13F-HR | 7/26/2016, 03:48 PM |
| Q1 2016 | 895 | $7.54B | +$448M | -$467M | -$18.6M | XOM, IJH, IVV, GE, T | 13F-HR | 5/2/2016, 03:22 PM |
| Q4 2015 | 919 | $7.45B | +$494M | -$407M | +$86.4M | IJH, XOM, JPM, SNA, IVV | 13F-HR | 1/29/2016, 10:14 AM |
| Q3 2015 | 925 | $7.02B | +$402M | -$337M | +$65.3M | IJH, XOM, JPM, TMK, IJR | 13F-HR | 10/20/2015, 11:41 AM |
| Q2 2015 | 922 | $7.53B | +$269M | -$455M | -$186M | XOM, IJH, JPM, TMK, PG | 13F-HR | 7/14/2015, 01:33 PM |
| Q1 2015 | 920 | $7.78B | +$474M | -$405M | +$69M | XOM, IJH, EFA, PG, JPM | 13F-HR | 4/23/2015, 03:27 PM |
| Q4 2014 | 930 | $7.71B | +$269M | -$838M | -$569M | XOM, IJH, JNJ, PG, JPM | 13F-HR | 1/21/2015, 04:21 PM |
| Q3 2014 | 1,112 | $8.02B | +$334M | -$362M | -$28M | XOM, JNJ, IJH, JPM, CVX | 13F-HR | 10/27/2014, 03:45 PM |
| Q2 2014 | 1,117 | $8.16B | +$492M | -$400M | +$91.8M | XOM, JNJ, CVX, IJH, JPM | 13F-HR | 7/23/2014, 03:16 PM |
| Q1 2014 | 1,100 | $7.88B | +$373M | -$669M | -$297M | XOM, JNJ, JPM, CVX, IJH | 13F-HR | 4/17/2014, 03:12 PM |
| Q4 2013 | 1,117 | $8.09B | $0 | $0 | SPY, XOM, CVX, JPM, GE | 13F-HR | 1/27/2014, 04:35 PM |