Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 4,216 | $310B | +$20B | -$12.2B | +$7.76B | IVV, IUSB, VOO, QUAL, VEA | 13F-HR | 11/6/2024, 06:20 PM |
Q2 2024 | 4,158 | $287B | +$27.5B | -$7.68B | +$19.8B | IVV, VOO, IUSB, QUAL, VEA | 13F-HR | 8/8/2024, 05:23 PM |
Q1 2024 | 4,170 | $268B | +$26.9B | -$16B | +$10.9B | IVV, IUSB, VOO, VEA, QUAL | 13F-HR | 5/13/2024, 09:07 AM |
Q4 2023 | 4,042 | $242B | +$14.4B | -$12.1B | +$2.32B | IVV, VOO, IUSB, VEA, AGG | 13F-HR | 2/13/2024, 04:19 PM |
Q3 2023 | 4,002 | $219B | +$27.5B | -$25.6B | +$1.88B | IVV, VOO, IUSB, BSV, VEA | 13F-HR | 11/13/2023, 06:23 AM |
Q2 2023 | 3,941 | $226B | +$12.6B | -$6.46B | +$6.14B | IVV, VOO, IUSB, BSV, AGG | 13F-HR | 8/4/2023, 03:02 PM |
Q1 2023 | 3,965 | $170B | +$20.8B | -$14.1B | +$6.67B | IVV, IUSB, BSV, AGG, QUAL | 13F-HR | 5/11/2023, 11:36 AM |
Q4 2022 | 3,945 | $193B | +$15.4B | -$9.52B | +$5.88B | IVV, BSV, VOO, IUSB, ESGU | 13F-HR | 2/7/2023, 09:48 AM |
Q3 2022 | 3,895 | $175B | +$15.6B | -$7.67B | +$7.91B | IVV, BSV, ESGU, VOO, GOVT | 13F-HR | 11/10/2022, 04:31 PM |
Q2 2022 | 3,911 | $179B | +$18.5B | -$11.2B | +$7.38B | IVV, ESGU, VOO, AGG, BSV | 13F-HR | 8/3/2022, 11:51 AM |
Q1 2022 | 3,924 | $199B | +$17.8B | -$9.17B | +$8.6B | IVV, ESGU, VOO, AGG, VEA | 13F-HR | 5/4/2022, 12:14 PM |
Q4 2021 | 3,864 | $202B | +$14.8B | -$4.73B | +$10.1B | IVV, ESGU, VOO, AGG, VEA | 13F-HR | 2/4/2022, 03:40 PM |
Q3 2021 | 3,668 | $182B | +$13.9B | -$5.77B | +$8.13B | IVV, ESGU, VOO, VEA, AGG | 13F-HR | 10/7/2021, 10:15 AM |
Q2 2021 | 3,632 | $176B | +$19.3B | -$5.17B | +$14.2B | IVV, VOO, ESGU, VEA, GOVT | 13F-HR | 8/4/2021, 05:03 PM |
Q1 2021 | 3,492 | $154B | +$24.6B | -$8.23B | +$16.4B | IVV, VOO, ESGU, VEA, GOVT | 13F-HR | 5/4/2021, 03:39 PM |
Q4 2020 | 3,266 | $132B | +$13.1B | -$3.8B | +$9.27B | IVV, VOO, ESGU, VEA, AGG | 13F-HR | 2/2/2021, 09:54 AM |
Q3 2020 | 3,094 | $113B | +$9.41B | -$3.94B | +$5.47B | IVV, VOO, VEA, GOVT, AGG | 13F-HR | 10/9/2020, 03:48 PM |
Q2 2020 | 3,061 | $102B | +$15.1B | -$9.53B | +$5.54B | IVV, VOO, VEA, GOVT, AGG | 13F-HR | 7/8/2020, 01:36 PM |
Q1 2020 | 2,958 | $84.4B | +$10.5B | -$4.97B | +$5.57B | IVV, GOVT, VEA, IEFA, VOO | 13F-HR | 4/23/2020, 12:51 PM |
Q4 2019 | 3,070 | $94.8B | +$9.59B | -$11.3B | -$1.69B | IVV, VEA, VOO, GOVT, IEFA | 13F-HR | 2/11/2020, 10:33 AM |
Q3 2019 | 3,072 | $91.5B | +$15.1B | -$3.52B | +$11.6B | IVV, VEA, VOO, IEFA, GOVT | 13F-HR | 10/17/2019, 05:16 PM |
Q2 2019 | 3,023 | $79.4B | +$7.15B | -$2.67B | +$4.48B | IVV, VEA, VOO, IEFA, VTV | 13F-HR | 8/1/2019, 05:52 PM |
Q1 2019 | 2,951 | $72.9B | +$7.43B | -$5.61B | +$1.82B | IVV, VEA, VOO, IEFA, VTV | 13F-HR | 5/10/2019, 10:46 AM |
Q4 2018 | 2,871 | $64.6B | +$26.3B | -$13.4B | +$12.9B | IVV, VEA, VOO, VTV, BSV | 13F-HR | 2/12/2019, 05:44 PM |
Q3 2018 | 1,235 | $57.8B | +$18.4B | -$5.29B | +$13.1B | IVV, VUG, VEA, IWD, BND | 13F-HR | 11/14/2018, 05:15 PM |
Q2 2018 | 2,853 | $43.8B | +$8.97B | -$825M | +$8.15B | IVV, VEA, BND, VOO, BSV | 13F-HR | 8/10/2018, 03:05 PM |
Q1 2018 | 2,837 | $35.4B | +$1.98B | -$10.8B | -$8.86B | IVV, VEA, BND, VOO, BSV | 13F-HR | 5/9/2018, 09:43 AM |
Q4 2017 | 2,954 | $44.9B | +$3.42B | -$1.74B | +$1.67B | IVV, VEA, BND, VOO, AGG | 13F-HR | 2/20/2018, 04:09 PM |
Q3 2017 | 2,898 | $41.8B | +$5.91B | -$1.41B | +$4.5B | IVV, VEA, BND, BSV, VOO | 13F-HR | 11/13/2017, 04:44 PM |
Q2 2017 | 3,043 | $36.2B | +$5.42B | -$1.19B | +$4.23B | VEA, IVV, IVW, BSV, VOO | 13F-HR | 8/14/2017, 01:05 PM |
Q1 2017 | 3,102 | $31.2B | +$4.06B | -$1.37B | +$2.69B | VEA, IVV, IVW, IVE, AGG | 13F-HR | 5/9/2017, 03:50 PM |
Q4 2016 | 3,089 | $27.6B | +$4.01B | -$2.33B | +$1.68B | VEA, IVV, AGG, IVW, IVE | 13F-HR | 2/14/2017, 10:15 AM |
Q3 2016 | 2,896 | $25.8B | +$3.85B | -$3.66B | +$188M | VEA, IVV, AGG, BSV, IEFA | 13F-HR | 11/14/2016, 03:34 PM |
Q2 2016 | 3,063 | $25.1B | +$2.8B | -$1.34B | +$1.46B | VEA, AGG, NEAR, VUG, VTV | 13F-HR | 8/15/2016, 03:03 PM |
Q1 2016 | 3,075 | $23.2B | +$2.87B | -$1.89B | +$984M | VEA, NEAR, AGG, VUG, IVV | 13F-HR | 5/16/2016, 10:42 AM |
Q4 2015 | 2,971 | $22B | +$3.07B | -$1.65B | +$1.42B | VEA, NEAR, AGG, VUG, BSV | 13F-HR | 2/16/2016, 08:42 AM |
Q3 2015 | 3,037 | $20.1B | +$2.78B | -$2.2B | +$574M | VEA, NEAR, AGG, IGSB, VUG | 13F-HR | 11/13/2015, 03:14 PM |
Q2 2015 | 2,200 | $21B | +$3.33B | -$1.4B | +$1.93B | EFA, VEA, VUG, AGG, VTV | 13F-HR | 8/13/2015, 05:26 PM |
Q1 2015 | 2,020 | $19.3B | +$9.93B | -$616M | +$9.32B | IVV, VEA, AGG, VUG, EFA | 13F-HR | 5/15/2015, 01:03 PM |
Q4 2014 | 2,476 | $9.83B | +$1.54B | -$1.76B | -$218M | VEA, VTV, IVV, VUG, BSV | 13F-HR | 2/12/2015, 10:36 AM |
Q3 2014 | 2,734 | $9.94B | +$1.49B | -$953M | +$539M | EFA, IVV, VEA, BSV, BND | 13F-HR | 11/13/2014, 02:16 PM |
Q2 2014 | 2,701 | $9.61B | +$1.56B | -$1.26B | +$305M | EFA, IVV, VEA, BND, BSV | 13F-HR | 8/14/2014, 10:55 AM |
Q1 2014 | 2,532 | $9.02B | +$1.34B | -$1.12B | +$215M | EFA, IVV, BND, BSV, VEA | 13F-HR | 5/12/2014, 11:44 AM |
Q4 2013 | 2,438 | $8.72B | $0 | $0 | EFA, BSV, IVV, FLOT, VEA | 13F-HR | 2/12/2014, 03:45 PM |