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 | 1,205 | $3.26B | +$183M | -$228M | -$44.2M | IVV, AAPL, NVDA, QQQ, MSFT | 13F-HR | 11/1/2024, 05:50 PM |
Q2 2024 | 1,178 | $3.15B | +$240M | -$265M | -$25.1M | IVV, AAPL, NVDA, QQQ, MSFT | 13F-HR | 8/5/2024, 05:31 PM |
Q1 2024 | 1,215 | $3.18B | +$1.84B | -$24.3M | +$1.82B | IVV, AAPL, QQQ, MSFT, AMZN | 13F-HR | 5/1/2024, 05:40 PM |
Q4 2023 | 840 | $1.28B | +$52.5M | -$1.68B | -$1.62B | IVV, AAPL, QQQ, MSFT, AMZN | 13F-HR | 2/1/2024, 12:41 PM |
Q3 2023 | 1,188 | $2.67B | +$181M | -$190M | -$9.74M | IVV, AAPL, MSFT, QQQ, AMZN | 13F-HR | 11/6/2023, 12:02 PM |
Q2 2023 | 1,199 | $2.78B | +$156M | -$527M | -$371M | AAPL, IVV, MSFT, QQQ, AMZN | 13F-HR | 8/1/2023, 06:20 PM |
Q1 2023 | 1,293 | $3.01B | +$271M | -$201M | +$69.8M | AAPL, IVV, MSFT, QQQ, DGRO | 13F-HR | 5/5/2023, 05:48 PM |
Q4 2022 | 1,258 | $2.8B | +$216M | -$195M | +$20.2M | IVV, AAPL, DGRO, MSFT, QQQ | 13F-HR | 1/24/2023, 03:43 PM |
Q3 2022 | 1,251 | $2.61B | +$230M | -$181M | +$48.9M | AAPL, IVV, AMZN, DGRO, MSFT | 13F-HR | 11/10/2022, 05:17 PM |
Q2 2022 | 1,275 | $2.75B | +$262M | -$311M | -$49M | AAPL, IVV, DGRO, MSFT, AMZN | 13F-HR | 8/11/2022, 11:35 AM |
Q1 2022 | 1,346 | $3.33B | +$327M | -$374M | -$46.6M | AAPL, IVV, MSFT, AMZN, DGRO | 13F-HR | 4/20/2022, 02:51 PM |
Q4 2021 | 1,361 | $3.57B | +$297M | -$223M | +$74.7M | AAPL, IVV, MSFT, QQQ, AMZN | 13F-HR | 2/2/2022, 09:40 AM |
Q3 2021 | 1,353 | $3.29B | +$317M | -$287M | +$30.6M | AAPL, IVV, AMZN, MSFT, SPY | 13F-HR | 10/28/2021, 11:28 AM |
Q2 2021 | 1,388 | $3.33B | +$383M | -$335M | +$48M | AAPL, IVV, AMZN, MSFT, QQQ | 13F-HR | 8/13/2021, 02:23 PM |
Q1 2021 | 1,301 | $3.11B | +$455M | -$340M | +$116M | AAPL, IVV, SPY, AMZN, MSFT | 13F-HR | 5/6/2021, 04:22 PM |
Q4 2020 | 1,171 | $2.89B | +$390M | -$223M | +$167M | AAPL, IVV, SPY, AMZN, LQD | 13F-HR | 2/9/2021, 12:16 PM |
Q3 2020 | 1,046 | $2.51B | +$403M | -$235M | +$167M | AAPL, IVV, SPY, AMZN, LQD | 13F-HR | 11/3/2020, 03:11 PM |
Q2 2020 | 1,042 | $2.27B | +$414M | -$120M | +$294M | AAPL, IVV, AMZN, SPY, QQQ | 13F-HR | 7/31/2020, 03:05 PM |
Q1 2020 | 904 | $1.68B | +$160M | -$361M | -$201M | IVV, AAPL, USMV, QQQ, AMZN | 13F-HR | 5/1/2020, 03:26 PM |
Q4 2019 | 1,035 | $2.27B | +$252M | -$183M | +$69M | IVV, AAPL, USMV, IVW, AGG | 13F-HR | 2/3/2020, 03:18 PM |
Q3 2019 | 987 | $2.08B | +$263M | -$142M | +$121M | IVV, AAPL, IVW, USMV, SPLV | 13F-HR | 11/1/2019, 10:51 AM |
Q2 2019 | 975 | $1.94B | +$248M | -$120M | +$128M | IVV, AAPL, IVW, SPLV, USMV | 13F-HR | 8/1/2019, 04:16 PM |
Q1 2019 | 929 | $1.76B | +$358M | -$123M | +$235M | IVV, AAPL, IJH, IVW, AGG | 13F-HR | 5/1/2019, 03:36 PM |
Q4 2018 | 835 | $1.36B | +$124M | -$227M | -$103M | IVV, IJH, AAPL, IVW, IJR | 13F-HR | 1/31/2019, 04:06 PM |
Q3 2018 | 928 | $1.69B | +$226M | -$105M | +$121M | IVV, AAPL, IJH, IVW, IJR | 13F-HR | 11/7/2018, 10:26 AM |
Q2 2018 | 898 | $1.49B | +$210M | -$109M | +$101M | IVV, IJH, IVW, IJR, AAPL | 13F-HR | 8/2/2018, 01:20 PM |
Q1 2018 | 854 | $1.36B | +$182M | -$91.1M | +$91M | IVV, IJH, IVW, AAPL, IJR | 13F-HR | 5/11/2018, 10:25 AM |
Q4 2017 | 848 | $1.29B | +$136M | -$97.8M | +$38M | IVV, IJH, AAPL, IVW, IJR | 13F-HR | 2/7/2018, 10:33 AM |
Q3 2017 | 839 | $1.2B | +$184M | -$80.2M | +$104M | IVV, IJH, AAPL, IVW, IJR | 13F-HR | 11/6/2017, 04:03 PM |
Q2 2017 | 789 | $1.06B | +$108M | -$94M | +$14.3M | IVV, IJH, AAPL, IJR, AGG | 13F-HR | 8/2/2017, 02:45 PM |
Q1 2017 | 776 | $1.03B | +$179M | -$90.3M | +$88.6M | IVV, IJH, AAPL, ITOT, AGG | 13F-HR | 4/24/2017, 03:38 PM |
Q4 2016 | 731 | $913M | +$160M | -$93.6M | +$66.4M | IVV, IJH, AAPL, IUSG, IJR | 13F-HR | 1/23/2017, 09:18 AM |
Q3 2016 | 734 | $837M | +$134M | -$64.1M | +$70.3M | IVV, IJH, AAPL, AGG, IVW | 13F-HR | 11/7/2016, 07:52 AM |
Q2 2016 | 689 | $765M | +$127M | -$114M | +$12.9M | IVV, IJH, AGG, AAPL, ITOT | 13F-HR | 7/22/2016, 02:47 PM |
Q1 2016 | 695 | $730M | +$123M | -$115M | +$7.76M | IVV, AGG, AAPL, IJH, PFF | 13F-HR | 4/18/2016, 02:46 PM |
Q4 2015 | 686 | $711M | +$133M | -$68.5M | +$64.7M | IVV, IJH, AAPL, AGG, IVW | 13F-HR | 1/20/2016, 09:08 AM |
Q3 2015 | 662 | $627M | +$84.7M | -$130M | -$45.1M | IVV, IJH, AAPL, FLOT, AGG | 13F-HR | 11/2/2015, 10:33 AM |
Q2 2015 | 707 | $724M | +$84.1M | -$101M | -$16.5M | IVV, AAPL, IJH, AGG, FLOT | 13F-HR | 7/14/2015, 10:57 AM |
Q1 2015 | 752 | $755M | +$124M | -$128M | -$4.3M | IVV, AAPL, AGG, IJH, VQT | 13F-HR | 4/23/2015, 10:24 AM |
Q4 2014 | 717 | $756M | $0 | $0 | IVV, AAPL, ITOT, VQT, AGG | 13F-HR | 2/13/2015, 08:48 AM |