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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 2,359 | $18.2B | +$993M | -$477M | +$516M | IVV, VONG, AGG, SCHD, VTV | 13F-HR | 8/8/2025, 03:25 PM |
| Q1 2025 | 2,227 | $16.5B | +$1.28B | -$338M | +$943M | IVV, VONG, AGG, SCHD, VTV | 13F-HR | 5/6/2025, 03:05 PM |
| Q4 2024 | 2,179 | $15.9B | +$1.62B | -$277M | +$1.35B | VONG, IVV, AGG, SCHD, VTV | 13F-HR | 2/7/2025, 05:32 PM |
| Q3 2024 | 2,119 | $15.2B | +$1.34B | -$898M | +$440M | IVV, VONG, AGG, SCHD, VTV | 13F-HR | 11/13/2024, 05:15 PM |
| Q2 2024 | 2,071 | $14B | +$2.93B | -$221M | +$2.71B | VONG, IVV, SCHD, BSV, IEFA | 13F-HR | 8/9/2024, 12:44 PM |
| Q1 2024 | 1,639 | $11.3B | +$1.11B | -$551M | +$561M | VONG, IVV, SCHD, IEFA, BSV | 13F-HR | 5/8/2024, 10:19 AM |
| Q4 2023 | 1,570 | $10.1B | +$696M | -$381M | +$315M | VONG, IVV, SCHD, BSV, AGG | 13F-HR | 2/7/2024, 05:30 PM |
| Q3 2023 | 1,544 | $8.93B | +$1.25B | -$745M | +$500M | VONG, IVV, SCHD, BSV, AGG | 13F-HR | 11/7/2023, 08:28 PM |
| Q2 2023 | 1,505 | $8.75B | +$450M | -$171M | +$279M | IVV, SCHD, JPST, BSV, VONG | 13F-HR | 8/11/2023, 04:42 PM |
| Q1 2023 | 1,484 | $8.16B | +$614M | -$263M | +$351M | IVV, SCHD, JPST, BSV, VONG | 13F-HR | 4/28/2023, 04:55 PM |
| Q4 2022 | 1,415 | $7.5B | +$1.04B | -$495M | +$547M | IVV, SCHD, JPST, BSV, VONG | 13F-HR | 2/13/2023, 04:27 PM |
| Q3 2022 | 1,328 | $6.51B | +$455M | -$156M | +$299M | IVV, JPST, BSV, SCHD, IWM | 13F-HR | 11/1/2022, 07:55 PM |
| Q2 2022 | 1,298 | $6.63B | +$607M | -$290M | +$317M | IVV, JPST, BSV, SCHD, IWM | 13F-HR | 8/1/2022, 05:50 PM |
| Q1 2022 | 1,277 | $7.28B | +$1.36B | -$418M | +$941M | IVV, JPST, BSV, SCHD, IWM | 13F-HR | 4/26/2022, 05:36 PM |
| Q4 2021 | 1,243 | $6.64B | +$429M | -$160M | +$269M | IVV, AGG, SCHD, IWM, NXTG | 13F-HR | 1/21/2022, 07:08 PM |
| Q3 2021 | 1,175 | $6B | +$663M | -$89.6M | +$573M | IVV, AGG, NXTG, SCHD, IWM | 13F-HR | 10/20/2021, 09:44 PM |
| Q2 2021 | 1,136 | $5.51B | +$747M | -$76.1M | +$671M | IVV, AGG, NXTG, IWM, IEFA | 13F-HR | 7/29/2021, 03:37 PM |
| Q1 2021 | 1,028 | $4.66B | +$431M | -$194M | +$238M | IVV, NXTG, AGG, IWM, IEFA | 13F-HR | 5/13/2021, 01:00 PM |
| Q4 2020 | 932 | $4.21B | +$69.1M | -$2.78B | -$2.71B | IVV, NXTG, AGG, IWM, RODM | 13F-HR | 1/22/2021, 05:18 PM |
| Q3 2020 | 1,375 | $6.24B | +$2.69B | -$49M | +$2.64B | IVV, AGG, NXTG, IWM, AAPL | 13F-HR | 10/14/2020, 12:40 PM |
| Q2 2020 | 851 | $3.47B | +$341M | -$778M | -$437M | IVV, NXTG, AGG, IWM, RODM | 13F-HR | 8/5/2020, 07:55 PM |
| Q1 2020 | 801 | $3.35B | +$244M | -$238M | +$6.1M | IVV, IWM, AGG, IWR, LRGE | 13F-HR | 4/30/2020, 04:24 PM |
| Q4 2019 | 830 | $4.31B | +$1.71B | -$24.2M | +$1.69B | IVV, IWM, VRAI, VPC, IWR | 13F-HR | 2/14/2020, 10:58 AM |
| Q3 2019 | 566 | $2.47B | +$247M | -$34.3M | +$213M | VRAI, VPC, IWM, IWR, LRGE | 13F-HR | 11/8/2019, 01:48 PM |
| Q2 2019 | 514 | $2.27B | +$401M | -$45.8M | +$355M | VRAI, IWM, VPC, IWR, LRGE | 13F-HR | 8/6/2019, 09:27 AM |
| Q1 2019 | 484 | $1.88B | +$1.22B | -$16.1M | +$1.21B | VRAI, IWM, VPC, IWR, RODM | 13F-HR | 5/13/2019, 11:28 AM |
| Q4 2018 | 405 | $595M | $0 | $0 | AAPL, IVV, IWM, RODM, IWR | 13F-HR | 2/13/2019, 03:18 PM |