| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 1,540 | $24.8B | +$760M | -$491M | +$269M | AAPL, NVDA, MSFT, AMZN, VTI | 13F-HR | 1/31/2025, 10:24 AM |
| Q3 2024 | 1,529 | $24.3B | +$1.12B | -$877M | +$248M | AAPL, MSFT, NVDA, AMZN, IEFA | 13F-HR | 11/4/2024, 02:38 PM |
| Q2 2024 | 1,515 | $22.9B | +$2.2B | -$11.6B | -$9.41B | MSFT, AAPL, NVDA, VTI, AMZN | 13F-HR | 8/7/2024, 02:49 PM |
| Q1 2024 | 1,548 | $33.1B | +$1.31B | -$506M | +$807M | MSFT, AAPL, NVDA, AMZN, IEFA | 13F-HR | 5/2/2024, 09:12 AM |
| Q4 2023 | 1,549 | $29.8B | +$386M | -$1.45B | -$1.07B | AAPL, MSFT, AMZN, NVDA, IEFA | 13F-HR | 2/2/2024, 10:36 AM |
| Q3 2023 | 1,616 | $27.8B | +$490M | -$1.24B | -$755M | AAPL, MSFT, AMZN, IEFA, NVDA | 13F-HR | 11/8/2023, 02:44 PM |
| Q2 2023 | 1,637 | $29.6B | +$575M | -$890M | -$315M | AAPL, MSFT, AMZN, IEFA, NVDA | 13F-HR | 8/2/2023, 11:41 AM |
| Q1 2023 | 1,709 | $28B | +$704M | -$912M | -$209M | AAPL, MSFT, IEFA, AMZN, NVDA | 13F-HR | 4/26/2023, 02:51 PM |
| Q4 2022 | 1,679 | $26.5B | +$828M | -$732M | +$95.2M | AAPL, MSFT, IEFA, AMZN, JNK | 13F-HR | 2/1/2023, 03:47 PM |
| Q3 2022 | 1,678 | $24.7B | +$1.65B | -$930M | +$719M | AAPL, MSFT, AMZN, IEFA, TSLA | 13F-HR | 10/28/2022, 03:51 PM |
| Q2 2022 | 1,689 | $26.3B | +$1.4B | -$741M | +$660M | AAPL, MSFT, AMZN, IEFA, GOOGL | 13F-HR | 8/4/2022, 04:01 PM |
| Q1 2022 | 1,700 | $31.4B | +$633M | -$1.79B | -$1.16B | AAPL, MSFT, AMZN, IEFA, TSLA | 13F-HR | 5/3/2022, 03:02 PM |
| Q4 2021 | 1,749 | $34.6B | +$704M | -$907M | -$203M | AAPL, MSFT, AMZN, IEFA, VOO | 13F-HR | 1/31/2022, 11:51 AM |
| Q3 2021 | 1,728 | $32.3B | +$3.55B | -$1.38B | +$2.17B | AAPL, MSFT, AMZN, IEFA, VTI | 13F-HR | 10/27/2021, 02:58 PM |
| Q2 2021 | 1,773 | $30.5B | +$1.54B | -$1.57B | -$32.8M | AAPL, MSFT, AMZN, GOOG, IEFA | 13F-HR | 7/23/2021, 09:34 AM |
| Q1 2021 | 1,691 | $28.5B | +$569M | -$1.86B | -$1.29B | AAPL, MSFT, AMZN, GOOG, IEFA | 13F-HR | 4/27/2021, 08:30 AM |
| Q4 2020 | 1,590 | $28.3B | +$1.2B | -$1.55B | -$356M | AAPL, MSFT, AMZN, IEFA, GOOG | 13F-HR | 2/3/2021, 02:15 PM |
| Q3 2020 | 1,597 | $25.2B | +$1.67B | -$1.36B | +$309M | AAPL, MSFT, AMZN, GOOG, META | 13F-HR | 10/27/2020, 10:01 AM |
| Q2 2020 | 1,604 | $24B | +$977M | -$1.95B | -$971M | AAPL, MSFT, AMZN, GOOG, META | 13F-HR | 8/4/2020, 09:22 AM |
| Q1 2020 | 1,588 | $20.6B | +$153M | -$271M | -$117M | AAPL, MSFT, AMZN, GOOG, META | 13F-HR | 6/19/2020, 04:20 PM |
| Q4 2019 | 1,599 | $26.5B | +$691M | -$2.23B | -$1.54B | AAPL, MSFT, GOOG, AMZN, META | 13F-HR | 1/31/2020, 09:52 AM |
| Q3 2019 | 1,592 | $25.9B | +$7.29B | -$8.33B | -$1.04B | AAPL, MSFT, GOOG, AMZN, META | 13F-HR | 10/23/2019, 03:48 PM |
| Q2 2019 | 920 | $26.9B | +$1.19B | -$1.82B | -$630M | MSFT, AMZN, AAPL, GOOG, T | 13F-HR | 7/22/2019, 12:56 PM |
| Q1 2019 | 906 | $26.7B | +$1.61B | -$1.56B | +$52.1M | MSFT, AMZN, GOOG, AAPL, VTI | 13F-HR | 5/2/2019, 11:58 AM |
| Q4 2018 | 914 | $23.4B | +$2.14B | -$1.77B | +$365M | MSFT, AMZN, GOOG, AAPL, VTI | 13F-HR | 1/25/2019, 11:39 AM |
| Q3 2018 | 924 | $27.1B | +$1.71B | -$2.57B | -$860M | AMZN, MSFT, AAPL, GOOG, JPM | 13F-HR | 10/15/2018, 11:21 AM |
| Q2 2018 | 958 | $26.5B | +$1.97B | -$2.09B | -$121M | AMZN, MSFT, AAPL, GOOG, META | 13F-HR | 7/30/2018, 11:30 AM |
| Q1 2018 | 948 | $26B | +$2.09B | -$2.02B | +$66.8M | MSFT, AMZN, AAPL, GOOG, JPM | 13F-HR | 5/8/2018, 10:11 AM |
| Q4 2017 | 935 | $26.4B | +$2.27B | -$2.15B | +$118M | AAPL, MSFT, GOOG, AMZN, META | 13F-HR | 2/6/2018, 10:29 AM |
| Q3 2017 | 945 | $25B | +$1.95B | -$2.19B | -$237M | AAPL, MSFT, GOOG, AMZN, META | 13F-HR | 10/25/2017, 01:14 PM |
| Q2 2017 | 938 | $24.3B | +$2B | -$2.14B | -$139M | AAPL, MSFT, GOOG, META, AMZN | 13F-HR | 7/28/2017, 11:06 AM |
| Q1 2017 | 937 | $23.9B | +$1.82B | -$2.47B | -$657M | AAPL, GOOG, MSFT, META, AMZN | 13F-HR | 4/26/2017, 01:03 PM |
| Q4 2016 | 935 | $23.3B | +$2.17B | -$2.79B | -$611M | AAPL, GOOG, MSFT, META, XOM | 13F-HR | 1/26/2017, 11:24 AM |
| Q3 2016 | 929 | $23.2B | +$2.31B | -$2B | +$315M | AAPL, GOOG, MSFT, META, DIS | 13F-HR | 10/21/2016, 02:37 PM |
| Q2 2016 | 944 | $22B | +$1.82B | -$2.37B | -$546M | AAPL, GOOG, MSFT, DIS, XOM | 13F-HR | 8/2/2016, 11:51 AM |
| Q1 2016 | 951 | $22.2B | +$2.18B | -$3.61B | -$1.43B | AAPL, GOOG, MSFT, DIS, META | 13F-HR | 4/28/2016, 02:02 PM |
| Q4 2015 | 981 | $23.7B | $0 | $0 | AAPL, MSFT, GOOG, DIS, EFA | New Holdings | 2/18/2016, 02:33 PM | |
| Q4 2015 | 981 | $23.7B | +$2.84B | -$3.71B | -$864M | AAPL, MSFT, GOOG, DIS, EFA | 13F-HR | 2/10/2016, 08:31 AM |
| Q3 2015 | 952 | $23.5B | +$2.65B | -$2.54B | +$117M | AAPL, MSFT, DIS, WFC, JPM | 13F-HR | 11/2/2015, 02:47 PM |
| Q2 2015 | 931 | $26B | +$3.63B | -$3.24B | +$390M | AAPL, MSFT, VWO, DIS, WFC | 13F-HR | 8/6/2015, 01:49 PM |
| Q1 2015 | 932 | $25.6B | +$2.39B | -$2.82B | -$429M | EEM, AAPL, MSFT, DIS, WFC | 13F-HR | 5/14/2015, 03:30 PM |
| Q4 2014 | 949 | $25.9B | +$2.57B | -$2.55B | +$14.4M | EEM, AAPL, MSFT, WFC, DIS | 13F-HR | 2/12/2015, 01:46 PM |
| Q3 2014 | 921 | $25.3B | +$2.25B | -$1.78B | +$467M | EEM, AAPL, MSFT, XOM, EFA | 13F-HR | 11/3/2014, 12:43 PM |
| Q2 2014 | 911 | $25.1B | +$22.1B | -$325M | +$21.8B | EEM, AAPL, EFA, XOM, MSFT | 13F-HR | 8/11/2014, 09:31 AM |
| Q1 2014 | 58 | $3.18B | +$3.18B | -$3.57M | +$3.17B | EEM, EFA, IEMG, EWY, VWO | 13F-HR | 5/5/2014, 03:53 PM |
| Q4 2013 | 46 | $3.57M | $0 | $0 | 13F-HR | 2/7/2014, 02:38 PM |