| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2014 | 1,618 | $5.66B | +$700M | -$630M | +$69.7M | AAPL, MSFT, IVV, JNJ, JPM | 13F-HR | 2/13/2015, 05:51 PM |
| Q3 2014 | 1,628 | $5.41B | +$481M | -$564M | -$82.5M | IJH, IVV, AAPL, MSFT, JNJ | 13F-HR | 11/14/2014, 04:05 PM |
| Q2 2014 | 1,619 | $5.59B | +$902M | -$657M | +$245M | IVV, IWM, IJH, IEF, AAPL | 13F-HR | 8/14/2014, 11:01 AM |
| Q1 2014 | 1,585 | $5.23B | +$745M | -$1.61B | -$867M | IWM, IVV, SSO, UWM, XLF | 13F-HR | 5/9/2014, 05:16 PM |
| Q4 2013 | 1,605 | $6.09B | $0 | $0 | IVV, IJH, SSO, MVV, AAPL | 13F-HR | 2/14/2014, 04:50 PM |