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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 307 | $2,321,332,497 | +$53,427,915 | -$42,129,445 | +$11,298,470 | VEA, IVV, IJH, PRF, DON | 13F-HR | 05 Nov 2025, 09:19 |
| Q2 2025 | 304 | $2,175,691,584 | +$44,200,643 | -$25,513,380 | +$18,687,263 | VEA, IVV, IJH, DON, EFA | 13F-HR | 04 Aug 2025, 15:49 |
| Q1 2025 | 292 | $2,008,104,950 | +$53,378,919 | -$39,609,747 | +$13,769,172 | VEA, IVV, IJH, DON, EFA | 13F-HR | 12 May 2025, 15:31 |
| Q4 2024 | 290 | $2,008,643,627 | +$76,379,920 | -$52,749,776 | +$23,630,144 | VEA, IVV, IJH, DON, PRF | 13F-HR | 05 Feb 2025, 10:11 |
| Q3 2024 | 288 | $2,017,052,123 | +$56,856,532 | -$61,733,620 | -$4,877,088 | VEA, IVV, IJH, DON, EFA | 13F-HR | 06 Nov 2024, 14:18 |
| Q2 2024 | 284 | $1,932,581,645 | +$28,701,596 | -$40,201,751 | -$11,500,155 | VEA, IVV, IJH, DON, EFA | 13F-HR | 07 Aug 2024, 15:27 |
| Q1 2024 | 285 | $1,943,923,768 | +$96,845,581 | -$33,571,859 | +$63,273,722 | VEA, IVV, IJH, DON, EFA | 13F-HR | 14 May 2024, 16:35 |
| Q4 2023 | 272 | $1,816,702,000 | +$16,782,807 | -$77,768,721 | -$60,985,914 | VEA, IVV, IJH, EFA, DON | 13F-HR | 06 Feb 2024, 16:02 |
| Q3 2023 | 266 | $1,709,561,713 | +$65,580,151 | -$87,424,684 | -$21,844,533 | VEA, IVV, IJH, EFA, DON | 13F-HR | 10 Oct 2023, 15:25 |
| Q2 2023 | 271 | $1,853,122,838 | +$8,794,711 | -$130,942,823 | -$122,148,112 | VEA, IVV, EFA, IJH, DON | 13F-HR | 09 Aug 2023, 10:55 |
| Q1 2023 | 284 | $1,905,637,009 | +$15,595,561 | -$139,707,470 | -$124,111,909 | VEA, IVV, EFA, IJH, DON | 13F-HR | 11 May 2023, 08:56 |
| Q4 2022 | 333 | $1,968,617,721 | +$177,384,987 | -$35,604,221 | +$141,780,766 | VEA, IVV, XOM, EFA, DON | 13F-HR | 14 Feb 2023, 11:38 |
| Q3 2022 | 284 | $1,645,892,000 | +$43,372,450 | -$9,788,745 | +$33,583,705 | VEA, IVV, DON, IJH, PRF | 13F-HR | 09 Nov 2022, 14:43 |
| Q2 2022 | 285 | $1,742,637,000 | +$47,833,077 | -$121,839,629 | -$74,006,552 | VEA, IVV, DON, IJH, PRF | 13F-HR | 12 Aug 2022, 18:01 |
| Q1 2022 | 341 | $2,090,341,000 | +$82,297,437 | -$33,532,200 | +$48,765,237 | VEA, IVV, DON, IJH, XOM | 13F-HR | 17 May 2022, 11:09 |
| Q4 2021 | 335 | $2,091,131,000 | +$43,411,827 | -$22,862,037 | +$20,549,790 | VEA, IVV, IJH, DON, EFA | 13F-HR | 10 Feb 2022, 16:10 |
| Q3 2021 | 331 | $1,936,228,000 | +$34,532,569 | -$19,109,967 | +$15,422,602 | VEA, IVV, IJH, DON, EFA | 13F-HR | 03 Nov 2021, 15:39 |
| Q2 2021 | 331 | $1,950,374,000 | +$48,487,276 | -$30,351,404 | +$18,135,872 | VEA, IVV, IJH, DON, EFA | 13F-HR | 10 Aug 2021, 11:12 |
| Q1 2021 | 327 | $1,836,133,000 | +$92,255,372 | -$73,501,578 | +$18,753,794 | VEA, IVV, IJH, DON, EFA | 13F-HR | 12 May 2021, 10:20 |
| Q4 2020 | 313 | $1,670,216,000 | +$43,127,663 | -$27,831,035 | +$15,296,628 | VEA, IVV, IJH, DON, DHS | 13F-HR | 11 Feb 2021, 12:16 |
| Q3 2020 | 291 | $1,448,593,000 | +$55,397,954 | -$16,130,341 | +$39,267,613 | VEA, IVV, IJH, DHS, DON | 13F-HR | 13 Nov 2020, 12:54 |
| Q2 2020 | 292 | $1,365,333,000 | +$221,415,625 | -$183,253,098 | +$38,162,527 | VEA, IVV, DHS, IJH, EFA | 13F-HR | 11 Aug 2020, 12:50 |
| Q1 2020 | 391 | $1,130,703,000 | +$46,459,547 | -$53,922,935 | -$7,463,388 | VEA, IVV, DHS, IJH, DON | 13F-HR | 11 May 2020, 11:59 |
| Q4 2019 | 416 | $1,532,923,000 | +$247,806,928 | -$32,451,092 | +$215,355,836 | VEA, IVV, DHS, DON, IJH | 13F-HR | 13 Feb 2020, 15:37 |
| Q3 2019 | 273 | $1,243,960,000 | +$29,268,740 | -$9,463,984 | +$19,804,756 | VEA, DHS, IVV, DON, IJH | 13F-HR | 08 Nov 2019, 16:44 |
| Q2 2019 | 267 | $1,218,707,000 | +$23,449,579 | -$15,788,002 | +$7,661,577 | VEA, DHS, IVV, DON, IJH | 13F-HR | 06 Aug 2019, 10:07 |
| Q1 2019 | 265 | $1,187,980,000 | +$28,003,542 | -$28,168,275 | -$164,733 | VEA, DHS, IVV, DON, IJH | 13F-HR | 09 May 2019, 14:36 |
| Q4 2018 | 262 | $1,057,630,000 | +$49,485,731 | -$44,546,978 | +$4,938,753 | VEA, DHS, IVV, IJH, DON | 13F-HR | 08 Feb 2019, 14:57 |
| Q3 2018 | 281 | $1,217,889,000 | +$18,799,957 | -$21,947,547 | -$3,147,590 | VEA, DHS, IVV, IJH, XOM | 13F-HR | 08 Nov 2018, 09:35 |
| Q2 2018 | 276 | $1,176,300,000 | +$37,049,588 | -$61,916,591 | -$24,867,003 | VEA, DHS, IVV, IJH, XOM | 13F-HR | 07 Aug 2018, 14:16 |
| Q1 2018 | 268 | $1,175,800,000 | +$43,327,235 | -$47,621,553 | -$4,294,318 | VEA, DHS, IVV, IJH, XOM | 13F-HR | 04 May 2018, 09:38 |
| Q4 2017 | 271 | $1,217,096,000 | +$86,532,490 | -$37,921,029 | +$48,611,461 | VEA, DHS, IVV, IJH, XOM | 13F-HR | 02 Feb 2018, 17:02 |
| Q3 2017 | 267 | $1,164,657,000 | +$34,143,791 | -$25,427,960 | +$8,715,831 | VEA, DHS, IVV, IJH, XOM | 13F-HR | 27 Oct 2017, 15:25 |
| Q2 2017 | 250 | $1,117,962,000 | +$23,396,212 | -$33,284,223 | -$9,888,011 | VEA, DHS, IVV, IJH, XOM | 13F-HR | 15 Aug 2017, 09:28 |
| Q1 2017 | 245 | $1,104,455,000 | +$48,098,963 | -$41,623,028 | +$6,475,935 | VEA, DHS, IVV, IJH, XOM | 13F-HR | 28 Apr 2017, 11:38 |
| Q4 2016 | 260 | $1,074,917,000 | +$34,693,301 | -$19,874,460 | +$14,818,841 | VEA, DHS, XOM, IVV, IJH | 13F-HR | 07 Feb 2017, 12:41 |
| Q3 2016 | 248 | $1,028,691,000 | +$34,621,959 | -$13,158,722 | +$21,463,237 | VEA, DHS, XOM, IVV, IJH | 13F-HR | 10 Nov 2016, 14:55 |
| Q2 2016 | 251 | $992,296,000 | +$63,505,220 | -$29,769,282 | +$33,735,938 | VEA, DHS, XOM, IVV, IJH | 13F-HR | 05 Aug 2016, 15:50 |
| Q1 2016 | 252 | $923,602,000 | +$63,122,017 | -$48,099,017 | +$15,023,000 | DHS, VEA, XOM, IVV, IJH | 13F-HR | 04 May 2016, 11:38 |
| Q4 2015 | 253 | $883,209,000 | +$29,231,129 | -$28,721,598 | +$509,531 | DHS, VEA, XOM, IVV, IJH | 13F-HR | 29 Jan 2016, 15:33 |
| Q3 2015 | 262 | $850,495,000 | +$35,531,880 | -$19,545,196 | +$15,986,684 | DHS, XOM, VEA, IJH, IVV | 13F-HR | 09 Nov 2015, 15:07 |
| Q2 2015 | 269 | $916,049,000 | +$30,346,246 | -$28,359,098 | +$1,987,148 | XOM, DHS, VEA, IJH, IVV | 13F-HR | 05 Aug 2015, 16:22 |
| Q1 2015 | 259 | $932,042,000 | +$94,042,091 | -$60,639,193 | +$33,402,898 | XOM, DHS, IJH, IVV, DON | 13F-HR | 06 May 2015, 12:02 |
| Q4 2014 | 273 | $903,510,000 | +$33,783,313 | -$44,260,319 | -$10,477,006 | XOM, DHS, IJH, IVV, DON | 13F-HR | 04 Feb 2015, 10:42 |
| Q3 2014 | 280 | $906,263,000 | +$32,998,774 | -$43,121,772 | -$10,122,998 | XOM, DHS, IJH, IVV, DON | 13F-HR | 04 Nov 2014, 17:45 |
| Q2 2014 | 276 | $947,269,000 | +$47,228,099 | -$42,191,596 | +$5,036,503 | XOM, IJH, DHS, DON, IVV | 13F-HR | 05 Aug 2014, 10:55 |
| Q1 2014 | 273 | $906,503,000 | +$111,701,240 | -$28,839,968 | +$82,861,272 | XOM, IJH, DON, DHS, IVV | 13F-HR | 09 May 2014, 14:44 |
| Q4 2013 | 233 | $815,240,000 | $0 | $0 | $0 | IJH, XOM, DON, IVV, DHS | 13F-HR | 05 Feb 2014, 10:27 |