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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 2,621 | $49B | +$3.37B | -$1.91B | +$1.46B | IVV, VEA, AAPL, SHY, MSFT | 13F-HR | 11/19/2025, 12:48 PM |
| Q2 2025 | 2,506 | $44.8B | +$3.56B | -$1.53B | +$2.04B | IVV, VEA, MSFT, AAPL, VTV | 13F-HR | 8/14/2025, 08:30 PM |
| Q1 2025 | 2,350 | $39.9B | +$6.37B | -$791M | +$5.57B | IVV, AAPL, VEA, VTV, MSFT | 13F-HR | 5/14/2025, 07:25 PM |
| Q4 2024 | 2,290 | $35B | +$3.01B | -$1.03B | +$1.98B | IVV, AAPL, VTV, VEA, MSFT | 13F-HR | 2/14/2025, 10:47 AM |
| Q3 2024 | 2,289 | $33.7B | +$3.77B | -$2.56B | +$1.22B | IVV, AAPL, VTV, MSFT, VEA | 13F-HR | 11/14/2024, 02:01 PM |
| Q2 2024 | 2,197 | $30.4B | +$4.38B | -$1.91B | +$2.47B | IVV, AAPL, MSFT, VTV, VEA | 13F-HR | 8/14/2024, 07:53 PM |
| Q1 2024 | 2,134 | $23.8B | +$1.81B | -$4.77B | -$2.96B | AAPL, VTV, VEA, BIL, IEF | 13F-HR | 5/15/2024, 04:52 PM |
| Q4 2023 | 2,654 | $29B | +$2.88B | -$2.35B | +$528M | IVV, AAPL, MSFT, VTV, BIL | 13F-HR | 2/14/2024, 12:40 PM |
| Q3 2023 | 2,632 | $26.2B | +$2.22B | -$596M | +$1.62B | IVV, AAPL, BIL, VTV, MSFT | 13F-HR | 11/14/2023, 06:19 PM |
| Q2 2023 | 2,523 | $25.4B | +$2.36B | -$834M | +$1.52B | AAPL, IVV, BIL, VTV, MSFT | 13F-HR | 8/14/2023, 05:55 PM |
| Q1 2023 | 2,310 | $22.8B | +$2.92B | -$769M | +$2.15B | IVV, AAPL, BIL, VTV, MSFT | 13F-HR | 5/15/2023, 04:37 PM |
| Q4 2022 | 2,050 | $19.9B | +$3.02B | -$1.65B | +$1.37B | IVV, AAPL, BIL, VTV, MSFT | 13F-HR | 2/15/2023, 06:16 AM |
| Q3 2022 | 2,064 | $17.2B | +$3.77B | -$1.07B | +$2.7B | AAPL, IVV, SHY, IEF, VTV | 13F-HR | 11/16/2022, 10:12 AM |
| Q2 2022 | 4,909 | $15.5B | +$2.87B | -$526M | +$2.34B | IVV, AAPL, SHY, MSFT, VTV | Restatement | 8/22/2022, 09:10 PM |
| Q1 2022 | 4,892 | $15.4B | +$2.38B | -$842M | +$1.53B | AAPL, IVV, MSFT, VTV, SHY | 13F-HR | 5/16/2022, 05:31 PM |
| Q4 2021 | 4,748 | $14.6B | +$2.05B | -$473M | +$1.58B | AAPL, IVV, MSFT, VTV, SPY | 13F-HR | 2/11/2022, 08:42 PM |
| Q3 2021 | 4,618 | $12B | +$1.75B | -$386M | +$1.36B | AAPL, IVV, MSFT, VTV, EMR | 13F-HR | 11/15/2021, 05:36 PM |
| Q2 2021 | 4,510 | $10.7B | +$1.37B | -$431M | +$942M | AAPL, IVV, MSFT, EMR, VTV | 13F-HR | 8/16/2021, 08:03 AM |
| Q1 2021 | 4,360 | $9.24B | +$1.71B | -$536M | +$1.17B | AAPL, MSFT, EMR, IVV, SPY | 13F-HR | 5/17/2021, 10:50 AM |
| Q4 2020 | 3,391 | $7.55B | +$1.09B | -$245M | +$850M | AAPL, MSFT, EMR, SPY, XLK | 13F-HR | 2/16/2021, 03:37 PM |
| Q3 2020 | 3,034 | $6.03B | +$592M | -$860M | -$268M | AAPL, MSFT, EMR, SPY, AMZN | 13F-HR | 11/16/2020, 07:00 PM |
| Q2 2020 | 2,841 | $6.07B | +$1.14B | -$678M | +$460M | MSFT, AAPL, SPY, EMR, AMZN | 13F-HR | 8/14/2020, 04:54 PM |
| Q1 2020 | 1,382 | $4.53B | +$342M | -$535M | -$193M | SPY, EMR, MSFT, AAPL, IJR | 13F-HR | 5/15/2020, 04:31 PM |
| Q4 2019 | 1,008 | $6.34B | +$3.47B | -$225M | +$3.24B | SPY, EMR, IJR, AAPL, MSFT | 13F-HR | 2/14/2020, 04:51 PM |
| Q3 2019 | 1,918 | $2.85B | +$207M | -$87.9M | +$119M | SPY, IVV, VUG, AAPL, VTV | 13F-HR | 11/14/2019, 03:09 PM |
| Q2 2019 | 1,918 | $2.7B | +$282M | -$116M | +$166M | SPY, IVV, VUG, VTV, AAPL | 13F-HR | 8/13/2019, 12:44 PM |
| Q1 2019 | 1,797 | $2.46B | +$612M | -$235M | +$377M | SPY, IVV, VUG, VTV, AGG | 13F-HR | 5/15/2019, 04:03 PM |
| Q4 2018 | 1,581 | $1.86B | +$244M | -$330M | -$86.2M | SPY, VOO, IVV, EFA, MDY | 13F-HR | 2/13/2019, 04:34 PM |
| Q3 2018 | 1,552 | $2.24B | +$380M | -$48.8M | +$331M | SPY, MDY, EFA, IVV, VWO | 13F-HR | 11/15/2018, 05:23 PM |
| Q2 2018 | 1,499 | $1.8B | +$182M | -$54.9M | +$127M | SPY, MDY, EFA, IVV, VWO | 13F-HR | 8/13/2018, 09:38 AM |
| Q1 2018 | 1,322 | $1.62B | +$129M | -$109M | +$20.1M | SPY, EFA, MDY, IVV, VWO | 13F-HR | 5/15/2018, 11:43 AM |
| Q4 2017 | 1,248 | $1.65B | +$422M | -$77.5M | +$344M | SPY, EFA, MDY, IVV, VWO | 13F-HR | 2/14/2018, 05:09 PM |
| Q3 2017 | 557 | $1.28B | $0 | $0 | SPY, EFA, MDY, IVV, VWO | New Holdings | 2/16/2018, 05:16 PM | |
| Q3 2017 | 599 | $1.29B | +$482M | -$45.2M | +$437M | SPY, EFA, MDY, IVV, VWO | 13F-HR | 11/13/2017, 09:58 AM |
| Q2 2017 | 267 | $800M | +$70.9M | -$285M | -$214M | SPY, EFA, IVV, IYR, AGG | Restatement | 11/9/2017, 06:03 PM |
| Q1 2017 | 94 | $985M | +$97.9M | -$268M | -$170M | SPY, EFA, IVV, MDY, IYR | 13F-HR | 5/11/2017, 06:35 PM |
| Q4 2016 | 190 | $1.1B | +$272M | -$98.7M | +$173M | SPY, EFA, IVV, IYR, MDY | 13F-HR | 2/14/2017, 02:18 PM |
| Q3 2016 | 98 | $891M | +$133M | -$144M | -$11M | SPY, EFA, IYR, AGG, VWO | 13F-HR | 11/14/2016, 10:29 AM |
| Q2 2016 | 77 | $903M | +$91.7M | -$138M | -$46.1M | SPY, EFA, IVV, AGG, VWO | 13F-HR | 8/8/2016, 03:59 PM |
| Q1 2016 | 221 | $945M | +$279M | -$277M | +$1.77M | SPY, EFA, IVV, IYR, AGG | 13F-HR | 5/12/2016, 05:04 PM |
| Q4 2015 | 208 | $936M | +$197M | -$37.9M | +$159M | SPY, EFA, IVV, IYR, VEA | 13F-HR | 2/8/2016, 03:38 PM |
| Q3 2015 | 185 | $744M | +$158M | -$3.68M | +$154M | SPY, EFA, IVV, IYR, MDY | 13F-HR | 11/12/2015, 06:39 PM |
| Q2 2015 | 167 | $636M | +$180M | -$84.8M | +$95.2M | SPY, EFA, IVV, IYR, MDY | Restatement | 8/14/2015, 04:34 PM |
| Q1 2015 | 184 | $551M | +$127M | -$97.7M | +$28.9M | SPY, IVV, IYR, VEU, TLT | 13F-HR | 5/13/2015, 08:57 AM |
| Q4 2014 | 163 | $517M | +$159M | -$13.8M | +$145M | SPY, IVV, EFA, IYR, TLT | 13F-HR | 2/4/2015, 09:24 AM |
| Q3 2014 | 47 | $361M | +$5.95M | -$72.8M | -$66.8M | SPY, EFA, IVV, IYR, IWV | 13F-HR | 11/7/2014, 09:05 AM |
| Q2 2014 | 156 | $437M | +$33.7M | -$99.6M | -$65.9M | SPY, EFA, IVV, IYR, VIG | 13F-HR | 8/11/2014, 06:51 PM |
| Q1 2014 | 186 | $484M | +$50.4M | -$149M | -$98.9M | SPY, EFA, IVV, IYR, IWV | 13F-HR | 5/12/2014, 05:26 PM |
| Q4 2013 | 196 | $576M | $0 | $0 | SPY, EFA, IVV, IWM, AGG | 13F-HR | 2/11/2014, 06:07 PM |