| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 5,051 | $224B | +$15.8B | -$2.49B | +$13.3B | IVV, SPY, QQQ, AAPL, VTI | 13F-HR | 11/8/2024, 03:21 PM |
| Q2 2024 | 4,901 | $200B | +$17B | -$2.6B | +$14.4B | IVV, SPY, QQQ, AAPL, VTI | 13F-HR | 8/7/2024, 04:00 PM |
| Q1 2024 | 4,832 | $186B | +$18.6B | -$6.31B | +$12.3B | IVV, SPY, QQQ, VTI, AAPL | 13F-HR | 5/10/2024, 01:54 PM |
| Q4 2023 | 4,726 | $165B | +$12B | -$3.35B | +$8.64B | IVV, SPY, QQQ, VTI, AAPL | 13F-HR | 2/14/2024, 10:26 AM |
| Q3 2023 | 4,626 | $143B | +$11.2B | -$2.73B | +$8.49B | IVV, SPY, VTI, QQQ, AAPL | 13F-HR | 11/13/2023, 11:57 AM |
| Q2 2023 | 4,530 | $140B | +$8.56B | -$2.82B | +$5.74B | IVV, SPY, VTI, AAPL, QQQ | 13F-HR | 7/31/2023, 02:33 PM |
| Q1 2023 | 4,451 | $128B | +$11.3B | -$5.17B | +$6.11B | IVV, VTI, SPY, AAPL, BND | 13F-HR | 5/10/2023, 11:57 AM |
| Q4 2022 | 4,425 | $117B | +$9.5B | -$3.21B | +$6.29B | IVV, VTI, SPY, BND, AAPL | 13F-HR | 2/7/2023, 11:50 AM |
| Q3 2022 | 4,380 | $104B | +$8.56B | -$3.45B | +$5.11B | IVV, VTI, BND, AAPL, SPY | 13F-HR | 11/14/2022, 09:38 AM |
| Q2 2022 | 4,384 | $105B | +$9.54B | -$3.17B | +$6.37B | IVV, VTI, BND, SPY, AAPL | 13F-HR | 8/12/2022, 04:26 PM |
| Q1 2022 | 4,157 | $116B | +$10.4B | -$6.78B | +$3.62B | IVV, VTI, BND, AAPL, QQQ | 13F-HR | 5/16/2022, 02:29 PM |
| Q4 2021 | 4,323 | $119B | +$8.5B | -$1.92B | +$6.58B | QQQ, IVV, BND, AAPL, SPY | 13F-HR | 2/14/2022, 01:56 PM |
| Q3 2021 | 4,291 | $106B | +$10.9B | -$1.63B | +$9.23B | BND, QQQ, IVV, SPY, VTI | 13F-HR | 11/15/2021, 01:22 PM |
| Q2 2021 | 4,196 | $98.8B | +$9.56B | -$2.36B | +$7.2B | BND, QQQ, VTI, IVV, SPY | 13F-HR | 8/13/2021, 11:13 AM |
| Q1 2021 | 4,045 | $86.9B | +$9.26B | -$2.56B | +$6.7B | BND, QQQ, VTI, IVV, SPY | 13F-HR | 5/14/2021, 10:37 AM |
| Q4 2020 | 3,787 | $77.2B | +$9.14B | -$2.2B | +$6.94B | QQQ, BND, IVV, VTI, AAPL | 13F-HR | 2/12/2021, 03:28 PM |
| Q3 2020 | 3,525 | $63.9B | +$5.57B | -$1.69B | +$3.88B | QQQ, BND, VTI, IVV, SPY | 13F-HR | 11/9/2020, 01:26 PM |
| Q2 2020 | 3,429 | $57.4B | +$5.94B | -$2.51B | +$3.42B | BND, VTI, QQQ, IVV, SPY | 13F-HR | 8/13/2020, 04:10 PM |
| Q1 2020 | 3,192 | $46.4B | +$3.34B | -$2.1B | +$1.24B | BND, VTI, IVV, SPY, VCIT | 13F-HR | 5/14/2020, 02:44 PM |
| Q4 2019 | 3,321 | $54.9B | +$4.02B | -$1.05B | +$2.97B | VTI, BND, IVV, IJH, QQQ | 13F-HR | 2/14/2020, 03:29 PM |
| Q3 2019 | 3,277 | $49B | +$4.15B | -$2.25B | +$1.9B | VTI, BND, IVV, IJH, USMV | 13F-HR | 11/13/2019, 03:48 PM |
| Q2 2019 | 3,257 | $46.9B | +$3.31B | -$1.59B | +$1.72B | VTI, BND, IJH, IVV, SPY | 13F-HR | 8/9/2019, 01:02 PM |
| Q1 2019 | 3,165 | $44B | +$3.49B | -$1.21B | +$2.29B | VTI, BND, IJH, IVV, IEMG | 13F-HR | 5/8/2019, 11:50 AM |
| Q4 2018 | 3,052 | $37.5B | +$2.66B | -$1.59B | +$1.07B | VTI, IVV, BND, IJH, SPY | 13F-HR | 2/7/2019, 02:55 PM |
| Q3 2018 | 3,213 | $41.7B | +$2.99B | -$883M | +$2.1B | VTI, IJH, IVV, BND, QQQ | 13F-HR | 11/14/2018, 12:43 PM |
| Q2 2018 | 3,186 | $38B | +$4.53B | -$3.24B | +$1.29B | VTI, IJH, IVV, BND, QQQ | 13F-HR | 8/14/2018, 03:57 PM |
| Q1 2018 | 3,157 | $36.3B | +$4.77B | -$885M | +$3.88B | VTI, IJH, IVV, BND, SPY | 13F-HR | 5/15/2018, 05:07 PM |
| Q4 2017 | 2,998 | $32.8B | +$4.1B | -$622M | +$3.48B | VTI, BND, IJH, IVV, SPY | 13F-HR | 2/14/2018, 06:18 PM |
| Q3 2017 | 2,849 | $28.3B | +$1.98B | -$955M | +$1.02B | VTI, BND, IVV, IJH, SPY | 13F-HR | 11/14/2017, 12:11 PM |
| Q2 2017 | 2,788 | $26.4B | +$12.6B | -$1.23B | +$11.4B | VTI, BND, SPY, IVV, IJH | 13F-HR | 8/14/2017, 02:49 PM |
| Q1 2017 | 2,699 | $14.7B | +$2.23B | -$997M | +$1.23B | VTI, SPY, IWF, VCIT, IJR | 13F-HR | 5/15/2017, 01:00 PM |
| Q4 2016 | 2,678 | $13.1B | +$3.54B | -$1.15B | +$2.39B | VTI, SPY, IWF, MDY, IJR | 13F-HR | 2/13/2017, 03:51 PM |
| Q3 2016 | 2,629 | $10.5B | +$1.22B | -$2.57B | -$1.35B | SPY, MDY, VOO, PFF, VIG | 13F-HR | 11/16/2016, 09:34 AM |
| Q2 2016 | 2,617 | $11.8B | +$515M | -$25.7B | -$25.2B | VTI, SPY, IWF, MDY, VOO | 13F-HR | 8/15/2016, 12:14 PM |
| Q1 2016 | 3,100 | $35.9B | +$3.53B | -$4B | -$469M | VTI, BND, SPY, QQQ, AGG | 13F-HR | 5/16/2016, 01:33 PM |
| Q4 2015 | 3,160 | $36.1B | +$18.3B | -$278M | +$18B | VTI, QQQ, SPY, AGG, BND | 13F-HR | 2/12/2016, 11:33 AM |
| Q3 2015 | 2,786 | $18.2B | +$1.37B | -$1.92B | -$551M | VTI, QQQ, SPY, MDY, MBB | 13F-HR | 11/13/2015, 10:57 AM |
| Q2 2015 | 2,871 | $19.7B | +$1.69B | -$1.26B | +$428M | VTI, SPY, MDY, QQQ, IWF | 13F-HR | 8/14/2015, 11:55 AM |
| Q1 2015 | 2,780 | $19.6B | +$2.45B | -$1.36B | +$1.08B | VTI, SPY, QQQ, MDY, IWM | 13F-HR | 5/14/2015, 11:10 AM |
| Q4 2014 | 2,722 | $18.3B | +$2.13B | -$1.14B | +$983M | SPY, VTI, QQQ, MDY, IWF | 13F-HR | 2/13/2015, 03:26 PM |
| Q3 2014 | 2,696 | $16.8B | +$1.6B | -$1.48B | +$117M | VTI, SPY, QQQ, MDY, PKW | 13F-HR | 11/10/2014, 12:37 PM |
| Q2 2014 | 2,677 | $17.2B | +$1.69B | -$1.24B | +$456M | MDY, VTI, SPY, QQQ, PKW | Restatement | 8/5/2014, 12:34 PM |
| Q1 2014 | 2,636 | $16.3B | +$1.45B | -$1.39B | +$61.1M | VTI, MDY, QQQ, SPY, PKW | 13F-HR | 5/12/2014, 04:06 PM |
| Q4 2013 | 2,644 | $16B | $0 | $0 | MDY, VTI, QQQ, SPY, EFA | 13F-HR | 2/13/2014, 01:50 PM |