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 | 3,408 | $29.4B | +$2.17B | -$1.17B | +$1B | AAPL, VOO, NVDA, QQQ, IVV | 13F-HR | 10/28/2024, 11:01 AM |
Q2 2024 | 3,308 | $27.1B | +$2.46B | -$1.28B | +$1.17B | AAPL, VOO, NVDA, QQQ, IVV | 13F-HR | 7/26/2024, 09:39 AM |
Q1 2024 | 3,300 | $26B | +$2.03B | -$1.07B | +$961M | VOO, AAPL, QQQ, IVV, NVDA | 13F-HR | 4/24/2024, 12:58 PM |
Q4 2023 | 3,183 | $23.5B | +$1.68B | -$1.64B | +$38.2M | AAPL, VOO, QQQ, IVV, MSFT | 13F-HR | 2/9/2024, 03:32 PM |
Q3 2023 | 3,133 | $21.4B | +$1.55B | -$1.21B | +$338M | AAPL, VOO, IVV, QQQ, MSFT | 13F-HR | 10/24/2023, 07:51 AM |
Q2 2023 | 3,165 | $21.9B | +$1.7B | -$1.17B | +$530M | AAPL, VOO, IVV, QQQ, MSFT | 13F-HR | 7/13/2023, 09:36 AM |
Q1 2023 | 3,149 | $20.4B | +$1.5B | -$1.38B | +$113M | AAPL, VOO, IVV, VXUS, QQQ | 13F-HR | 5/11/2023, 11:29 AM |
Q4 2022 | 3,099 | $19.3B | +$1.49B | -$999M | +$495M | AAPL, VOO, IVV, VXUS, QQQ | 13F-HR | 2/8/2023, 11:39 AM |
Q3 2022 | 3,049 | $17.7B | +$1.5B | -$1.06B | +$443M | AAPL, VOO, IVV, VXUS, QQQ | 13F-HR | 10/17/2022, 10:15 AM |
Q2 2022 | 3,040 | $18.6B | +$1.7B | -$1.47B | +$221M | AAPL, VOO, VXUS, IVV, MSFT | 13F-HR | 7/13/2022, 11:18 AM |
Q1 2022 | 3,156 | $21.8B | +$1.9B | -$1.31B | +$595M | AAPL, VOO, QQQ, VXUS, IVV | 13F-HR | 5/11/2022, 06:04 PM |
Q4 2021 | 3,165 | $22.4B | +$1.66B | -$826M | +$835M | AAPL, VOO, QQQ, VXUS, IVV | 13F-HR | 2/3/2022, 03:30 PM |
Q3 2021 | 3,083 | $20.3B | +$1.26B | -$1.5B | -$244M | VOO, AAPL, VXUS, QQQ, VTI | 13F-HR | 11/2/2021, 04:16 PM |
Q2 2021 | 3,083 | $20.9B | +$2.32B | -$837M | +$1.48B | VOO, AAPL, VXUS, QQQ, AMZN | 13F-HR | 8/10/2021, 02:35 PM |
Q1 2021 | 2,861 | $18.4B | +$1.88B | -$1.23B | +$654M | VOO, AAPL, VXUS, QQQ, AMZN | 13F-HR | 5/7/2021, 02:20 PM |
Q4 2020 | 2,705 | $17.1B | +$1.77B | -$944M | +$825M | AAPL, VOO, VXUS, QQQ, AMZN | 13F-HR | 2/4/2021, 09:31 AM |
Q3 2020 | 2,513 | $14.8B | +$1.91B | -$856M | +$1.06B | AAPL, VOO, QQQ, AMZN, VXUS | 13F-HR | 10/29/2020, 01:24 PM |
Q2 2020 | 2,454 | $13.3B | +$1.9B | -$723M | +$1.18B | VOO, AAPL, VXUS, AMZN, QQQ | 13F-HR | 7/27/2020, 03:16 PM |
Q1 2020 | 2,271 | $10.4B | +$1.13B | -$1.29B | -$161M | VOO, AAPL, VXUS, IVV, AMZN | 13F-HR | 5/8/2020, 10:03 AM |
Q4 2019 | 2,403 | $13B | +$1.34B | -$453M | +$889M | VOO, AAPL, VXUS, IVV, VTI | 13F-HR | 2/4/2020, 11:35 AM |
Q3 2019 | 2,339 | $11.4B | +$927M | -$517M | +$410M | VOO, VXUS, AAPL, IVV, VTI | Restatement | 11/6/2019, 03:30 PM |
Q2 2019 | 2,199 | $10.9B | +$927M | -$776M | +$152M | VOO, VXUS, AAPL, IVV, VTI | 13F-HR | 8/15/2019, 01:48 PM |
Q1 2019 | 2,273 | $10.5B | +$1.13B | -$661M | +$464M | VOO, VXUS, AAPL, IVV, VTI | 13F-HR | 5/8/2019, 04:21 PM |
Q4 2018 | 2,144 | $9.04B | +$864M | -$968M | -$104M | VOO, VXUS, AAPL, IVV, BNDX | 13F-HR | 2/5/2019, 08:48 AM |
Q3 2018 | 2,230 | $10.5B | +$1.14B | -$534M | +$603M | VOO, VXUS, AAPL, IVV, VTI | 13F-HR | 11/2/2018, 02:03 PM |
Q2 2018 | 2,196 | $9.44B | +$1.42B | -$962M | +$460M | VOO, VXUS, AAPL, BNDX, IVV | 13F-HR | 8/10/2018, 11:14 AM |
Q1 2018 | 2,138 | $8.86B | +$1.02B | -$516M | +$504M | VOO, VXUS, AAPL, IVV, BNDX | 13F-HR | 5/9/2018, 11:40 AM |
Q4 2017 | 2,105 | $8.5B | +$1.07B | -$288M | +$779M | VOO, VXUS, IVV, AAPL, BNDX | 13F-HR | 2/22/2018, 05:28 PM |
Q3 2017 | 1,996 | $7.44B | +$734M | -$315M | +$419M | VOO, VXUS, IVV, AAPL, BNDX | 13F-HR | 11/7/2017, 12:04 PM |
Q2 2017 | 1,928 | $6.8B | +$1.08B | -$233M | +$845M | VOO, VXUS, IVV, AAPL, BNDX | 13F-HR | 8/8/2017, 08:44 AM |
Q1 2017 | 1,765 | $5.85B | +$626M | -$298M | +$328M | VOO, VXUS, IVV, BNDX, BND | 13F-HR | 5/12/2017, 01:30 PM |
Q4 2016 | 1,665 | $5.34B | +$627M | -$665M | -$38.1M | VOO, VXUS, IVV, BNDX, BSV | 13F-HR | 2/13/2017, 02:49 PM |
Q3 2016 | 1,741 | $5.39B | +$858M | -$259M | +$599M | VOO, VXUS, IVV, AAPL, BNDX | 13F-HR | 11/14/2016, 09:24 AM |
Q2 2016 | 1,557 | $4.72B | +$650M | -$466M | +$184M | VOO, VXUS, IVV, BND, BNDX | 13F-HR | 8/4/2016, 11:02 AM |
Q1 2016 | 1,604 | $4.42B | +$486M | -$347M | +$139M | VOO, VXUS, IVV, AAPL, BND | 13F-HR | 5/3/2016, 09:56 AM |
Q4 2015 | 1,577 | $4.22B | +$860M | -$231M | +$628M | VOO, VXUS, IVV, AAPL, SPY | 13F-HR | 2/10/2016, 09:07 AM |
Q3 2015 | 1,435 | $3.48B | +$718M | -$594M | +$124M | VOO, VXUS, IVV, BND, BNDX | Restatement | 11/20/2015, 10:54 AM |
Q2 2015 | 1,445 | $3.62B | +$351M | -$190M | +$161M | IVV, BND, AAPL, VTI, VXUS | 13F-HR | 7/29/2015, 09:35 AM |
Q1 2015 | 1,413 | $3.51B | +$451M | -$191M | +$260M | IVV, BND, AAPL, SPY, VTI | 13F-HR | 5/4/2015, 03:26 PM |
Q4 2014 | 1,368 | $3.23B | +$414M | -$616M | -$203M | IVV, BND, VTI, AAPL, SPY | 13F-HR | 2/6/2015, 11:16 AM |
Q3 2014 | 1,462 | $3.39B | +$741M | -$157M | +$585M | VOO, IVV, AAPL, XOM, VWO | 13F-HR | 11/5/2014, 10:37 AM |
Q2 2014 | 1,337 | $2.87B | +$306M | -$141M | +$165M | IVV, XOM, VWO, AAPL, SPY | 13F-HR | 7/25/2014, 03:20 PM |
Q1 2014 | 1,293 | $2.65B | +$296M | -$119M | +$177M | IVV, XOM, VWO, SPY, VTI | 13F-HR | 4/29/2014, 01:12 PM |
Q4 2013 | 1,235 | $2.44B | $0 | $0 | IVV, SPY, XOM, VWO, VTI | 13F-HR | 1/24/2014, 10:09 AM |