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 | 227 | $1.2B | +$44M | -$14.6M | +$29.4M | DFAS, DFUS, DFUV, AVUV, DFAC | 13F-HR | 1/23/2025, 04:33 PM |
Q3 2024 | 243 | $1.19B | +$65.8M | -$9.18M | +$56.6M | DFAS, DFUS, DFUV, AVUV, DFAC | 13F-HR | 10/24/2024, 02:58 PM |
Q2 2024 | 221 | $1.06B | +$61.6M | -$10M | +$51.5M | DFUS, DFAS, DFUV, AVUV, DFAC | 13F-HR | 7/30/2024, 10:26 AM |
Q1 2024 | 217 | $1.01B | +$29.5M | -$12.8M | +$16.7M | DFAS, DFUS, DFUV, AVUV, DFAC | 13F-HR | 5/7/2024, 03:32 PM |
Q4 2023 | 206 | $938M | +$79.5M | -$8.06M | +$71.5M | DFAS, DFUS, DFUV, AVUV, DFAC | 13F-HR | 2/6/2024, 01:59 PM |
Q3 2023 | 193 | $784M | +$28.1M | -$6.97M | +$21.2M | DFAS, DFUS, DFUV, AVUV, DFAC | 13F-HR | 10/31/2023, 02:19 PM |
Q2 2023 | 196 | $783M | +$24.3M | -$49M | -$24.7M | DFAS, DFUS, DFUV, AVUV, DFAC | 13F-HR | 8/4/2023, 02:24 PM |
Q1 2023 | 2,511 | $771M | +$36.2M | -$16.5M | +$19.6M | DFAS, DFUS, DFUV, AVUV, DFAC | 13F-HR | 5/3/2023, 04:43 PM |
Q4 2022 | 2,483 | $722M | +$59.9M | -$16.5M | +$43.4M | DFAS, DFUS, DFUV, AVUV, DFAC | 13F-HR | 2/6/2023, 06:00 PM |
Q3 2022 | 2,219 | $618M | +$23.3M | -$18.7M | +$4.57M | DFAS, DFUS, DFUV, AVUV, DFAC | 13F-HR | 11/8/2022, 03:12 PM |
Q2 2022 | 2,245 | $653M | +$110M | -$18.7M | +$90.9M | DFAS, DFUS, DFUV, AVUV, DFAC | 13F-HR | 7/18/2022, 05:37 PM |
Q1 2022 | 2,194 | $666M | +$27.3M | -$11.5M | +$15.8M | DFUS, DFAS, DFAC, AVUV, DFIV | 13F-HR | 4/28/2022, 07:54 PM |
Q4 2021 | 2,281 | $676M | +$25.9M | -$28.6M | -$2.66M | DFUS, DFAS, DFAC, AVUV, DFIV | 13F-HR | 1/24/2022, 09:25 AM |
Q3 2021 | 2,341 | $636M | +$79.6M | -$16.2M | +$63.5M | DFUS, DFAS, DFAC, AVUV, DFIV | 13F-HR | 10/29/2021, 11:02 AM |
Q2 2021 | 2,279 | $576M | +$345M | -$3.73M | +$341M | DFUS, DFAS, DFAC, AVUV, DFAT | 13F-HR | 8/2/2021, 10:22 AM |
Q1 2021 | 2,134 | $221M | +$18.2M | -$14.4M | +$3.82M | VTI, AAPL, MSFT, AMZN, JNJ | 13F-HR | 4/29/2021, 04:18 PM |
Q4 2020 | 1,498 | $205M | +$4.41M | -$76.5M | -$72.1M | AAPL, VTI, AMZN, MSFT, JNJ | 13F-HR | 1/21/2021, 04:21 PM |
Q3 2020 | 1,498 | $247M | +$36.4M | -$6.78M | +$29.7M | AAPL, AMZN, VTI, MSFT, IVV | 13F-HR | 10/20/2020, 02:53 PM |
Q2 2020 | 1,420 | $229M | +$5.05M | -$15.7M | -$10.7M | AAPL, AMZN, VTI, MSFT, IVV | 13F-HR | 7/17/2020, 09:28 PM |
Q1 2020 | 1,428 | $199M | +$10.6M | -$18.4M | -$7.78M | AAPL, VTI, AMZN, MSFT, IVV | 13F-HR | 4/14/2020, 04:20 PM |
Q4 2019 | 1,509 | $256M | +$17.2M | -$5.09M | +$12.2M | AAPL, VTI, IVV, MSFT, JNJ | 13F-HR | 1/24/2020, 05:51 PM |
Q3 2019 | 1,474 | $224M | +$8.2M | -$5.12M | +$3.08M | AAPL, VTI, IVV, MSFT, AMZN | 13F-HR | 10/17/2019, 11:32 AM |
Q2 2019 | 1,391 | $219M | +$6.8M | -$17M | -$10.2M | AAPL, VTI, IVV, AMZN, JNJ | 13F-HR | 7/23/2019, 03:12 PM |
Q1 2019 | 1,391 | $224M | +$6.64M | -$8.54M | -$1.9M | AAPL, VTI, IVV, AMZN, JNJ | 13F-HR | 4/11/2019, 03:04 PM |
Q4 2018 | 1,405 | $201M | +$8.25M | -$9.08M | -$826K | AAPL, VTI, IVV, JNJ, AMZN | 13F-HR | 1/17/2019, 04:30 PM |
Q3 2018 | 1,439 | $237M | +$4.68M | -$10.8M | -$6.1M | AAPL, VTI, IVV, AMZN, JNJ | 13F-HR | 11/2/2018, 01:17 PM |
Q2 2018 | 1,494 | $225M | +$10.1M | -$7.23M | +$2.88M | AAPL, IVV, VTI, AMZN, XOM | 13F-HR | 7/26/2018, 05:34 PM |
Q1 2018 | 1,331 | $215M | +$5.14M | -$11.8M | -$6.68M | AAPL, IVV, VTI, JNJ, XOM | 13F-HR | 4/30/2018, 02:36 PM |
Q4 2017 | 1,362 | $227M | +$14.5M | -$3.45M | +$11M | AAPL, IVV, VTI, JNJ, XOM | 13F-HR | 2/1/2018, 02:30 PM |
Q3 2017 | 1,310 | $204M | +$7.3M | -$5.32M | +$1.98M | AAPL, IVV, XOM, VTI, JNJ | 13F-HR | 10/24/2017, 03:14 PM |
Q2 2017 | 1,328 | $195M | +$5.01M | -$5.66M | -$654K | AAPL, IVV, JNJ, XOM, VTI | 13F-HR | 8/10/2017, 03:57 PM |
Q1 2017 | 1,274 | $191M | +$4.17M | -$11.3M | -$7.08M | AAPL, IVV, XOM, JNJ, VTI | 13F-HR | 5/4/2017, 12:24 PM |
Q4 2016 | 1,341 | $191M | +$8.27M | -$5.19M | +$3.08M | AAPL, IVV, XOM, JNJ, VTI | 13F-HR | 2/9/2017, 06:34 PM |
Q3 2016 | 1,351 | $184M | +$3.88M | -$4M | -$116K | AAPL, IVV, XOM, JNJ, VTI | 13F-HR | 11/1/2016, 04:48 PM |
Q2 2016 | 1,290 | $180M | +$10.5M | -$15M | -$4.47M | AAPL, XOM, IVV, JNJ, VTI | 13F-HR | 8/9/2016, 12:22 PM |
Q1 2016 | 1,313 | $180M | +$15.4M | -$17.6M | -$2.16M | AAPL, IVV, XOM, JNJ, VTI | 13F-HR | 4/29/2016, 05:17 PM |
Q4 2015 | 1,016 | $179M | +$14.3M | -$10M | +$4.32M | AAPL, IVV, XOM, JNJ, VTI | 13F-HR | 2/10/2016, 10:58 AM |
Q3 2015 | 968 | $166M | +$11.5M | -$4.1M | +$7.44M | AAPL, IVV, XOM, VTI, EFA | 13F-HR | 11/2/2015, 02:18 PM |
Q2 2015 | 956 | $174M | +$23.5M | -$7.37M | +$16.2M | AAPL, XOM, IVV, VTI, EFA | 13F-HR | 8/10/2015, 01:36 PM |
Q1 2015 | 879 | $159M | +$9.4M | -$15.1M | -$5.68M | AAPL, XOM, IVV, VTI, EFA | 13F-HR | 4/29/2015, 05:57 PM |
Q4 2014 | 884 | $162M | +$6.98M | -$6.78M | +$200K | AAPL, XOM, IVV, VTI, EFA | 13F-HR | 2/6/2015, 03:15 PM |
Q3 2014 | 882 | $159M | +$3.74M | -$4.1M | -$359K | AAPL, XOM, IVV, VTI, EFA | 13F-HR | 11/5/2014, 03:31 PM |
Q2 2014 | 895 | $159M | +$14.4M | -$4.11M | +$10.3M | AAPL, XOM, IVV, EFA, CVX | 13F-HR | 8/11/2014, 02:12 PM |
Q1 2014 | 878 | $148M | +$9.24M | -$8.35M | +$891K | AAPL, XOM, IVV, EFA, VTI | 13F-HR | 5/15/2014, 01:08 PM |
Q4 2013 | 854 | $151M | $0 | $0 | AAPL, XOM, IVV, EFA, IBM | 13F-HR | 1/21/2014, 03:07 PM |