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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 579 | $2,284,799,554 | +$117,921,171 | -$87,015,357 | +$30,905,814 | IVV, IEFA, GOOG, MSFT, RTX | 13F-HR | 12 Nov 2025, 20:56 |
| Q2 2025 | 570 | $2,105,773,164 | +$78,667,163 | -$51,897,642 | +$26,769,521 | IVV, IEFA, MSFT, RTX, IWS | 13F-HR | 11 Aug 2025, 16:51 |
| Q1 2025 | 572 | $1,974,046,457 | +$80,820,666 | -$123,918,349 | -$43,097,683 | IVV, IEFA, BRKB, IWS, ITOT | 13F-HR | 08 May 2025, 16:40 |
| Q4 2024 | 623 | $2,016,809,473 | +$24,550,212 | -$114,916,710 | -$90,366,498 | IVV, IEFA, MSFT, ITOT, AAPL | 13F-HR | 11 Feb 2025, 18:19 |
| Q3 2024 | 618 | $2,131,612,509 | +$56,013,737 | -$293,218,342 | -$237,204,605 | IVV, IEFA, MSFT, ITOT, AAPL | 13F-HR | 12 Nov 2024, 09:49 |
| Q2 2024 | 516 | $2,211,291,957 | +$84,382,265 | -$72,085,538 | +$12,296,727 | IVV, VTIP, IEFA, MSFT, ITOT | Restatement | 12 Dec 2024, 13:18 |
| Q2 2024 | 516 | $2,211,291,957 | +$84,382,265 | -$72,085,538 | +$12,296,727 | IVV, VTIP, IEFA, MSFT, ITOT | Restatement | 12 Dec 2024, 13:12 |
| Q1 2024 | 541 | $2,191,253,457 | +$84,510,174 | -$26,214,155 | +$58,296,019 | IVV, VTIP, IEFA, MSFT, ITOT | Restatement | 12 Dec 2024, 13:08 |
| Q4 2023 | 555 | $2,011,048,468 | +$83,793,862 | -$53,186,507 | +$30,607,355 | IVV, VTIP, IEFA, MSFT, ITOT | Restatement | 12 Dec 2024, 13:06 |
| Q3 2023 | 522 | $1,833,692,698 | +$106,179,738 | -$103,240,876 | +$2,938,862 | IVV, VTIP, IEFA, MSFT, ITOT | Restatement | 12 Dec 2024, 13:03 |
| Q2 2023 | 562 | $1,889,591,674 | +$26,905,007 | -$20,058,804 | +$6,846,203 | IVV, VTIP, IEFA, MSFT, ITOT | Restatement | 12 Dec 2024, 13:00 |
| Q1 2023 | 573 | $1,795,167,569 | +$61,210,325 | -$52,221,406 | +$8,988,919 | IVV, VTIP, IEFA, MSFT, ITOT | 13F-HR | 04 May 2023, 17:04 |
| Q4 2022 | 562 | $1,726,716,417 | +$274,155,087 | -$50,447,540 | +$223,707,547 | IVV, VTIP, IEFA, ITOT, MRK | Restatement | 12 Dec 2024, 12:56 |
| Q3 2022 | 533 | $1,378,529,969 | +$88,388,079 | -$23,219,886 | +$65,168,193 | IVV, IEFA, ITOT, IWS, SPY | Restatement | 12 Dec 2024, 12:52 |
| Q2 2022 | 551 | $1,438,745,000 | +$153,439,424 | -$253,569,968 | -$100,130,544 | IVV, IEFA, ITOT, IWS, IEMG | 13F-HR | 04 Aug 2022, 14:52 |
| Q1 2022 | 527 | $1,807,110,000 | +$234,807,352 | -$199,701,220 | +$35,106,132 | IVV, IEFA, ITOT, IEMG, SPY | 13F-HR | 10 May 2022, 18:20 |
| Q4 2021 | 537 | $1,820,964,000 | +$61,974,891 | -$17,192,287 | +$44,782,604 | IVV, IWM, ITOT, IEFA, AAPL | Restatement | 25 Mar 2022, 21:37 |
| Q3 2021 | 530 | $1,632,672,251 | +$31,434,813 | -$9,568,574 | +$21,866,239 | IVV, IWM, ITOT, IEFA, AAPL | 13F-HR | 02 Nov 2021, 16:38 |
| Q2 2021 | 561 | $1,623,655,288 | +$79,898,942 | -$228,792,675 | -$148,893,733 | IVV, IWM, ITOT, IEFA, AAPL | Restatement | 09 Aug 2021, 15:56 |
| Q1 2021 | 563 | $1,658,794,950 | +$69,287,471 | -$109,691,318 | -$40,403,847 | IVV, IWM, ITOT, IEFA, AAPL | 13F-HR | 26 Apr 2021, 20:59 |
| Q4 2020 | 537 | $1,599,705,000 | +$740,023,683 | -$9,164,050 | +$730,859,633 | IVV, IWM, ITOT, AAPL, IEFA | 13F-HR | 29 Jan 2021, 17:58 |
| Q3 2020 | 467 | $774,652,908 | +$43,182,692 | -$22,646,572 | +$20,536,120 | IVV, IWM, ICSH, IEFA, ITOT | 13F-HR | 03 Nov 2020, 09:55 |
| Q2 2020 | 436 | $714,637,157 | +$137,272,838 | -$76,649,735 | +$60,623,103 | IVV, IWM, ICSH, IEFA, ITOT | Restatement | 17 Jul 2020, 13:57 |
| Q1 2020 | 441 | $558,021,099 | +$82,451,368 | -$124,223,120 | -$41,771,752 | IVV, RSP, IWM, IEFA, ITOT | 13F-HR | 05 May 2020, 14:45 |
| Q4 2019 | 712 | $756,778,937 | +$40,878,545 | -$7,939,053 | +$32,939,492 | IVV, RSP, IWM, IEFA, SCHP | 13F-HR | 04 Feb 2020, 16:16 |
| Q3 2019 | 429 | $678,222,000 | +$36,906,122 | -$16,018,851 | +$20,887,271 | IVV, RSP, IWM, IEFA, SCHP | 13F-HR | 30 Oct 2019, 13:13 |
| Q2 2019 | 447 | $652,253,158 | +$35,799,483 | -$10,427,691 | +$25,371,792 | IVV, RSP, IWM, IEFA, SCHP | 13F-HR | 05 Aug 2019, 15:11 |
| Q1 2019 | 448 | $608,586,272 | +$77,098,356 | -$38,613,547 | +$38,484,809 | IVV, RSP, IWM, IEFA, SCHP | 13F-HR | 06 May 2019, 15:14 |
| Q4 2018 | 385 | $511,763,000 | +$110,030,431 | -$39,067,564 | +$70,962,867 | IVV, RSP, IWM, IEFA, MKL | 13F-HR | 25 Jan 2019, 20:57 |
| Q3 2018 | 382 | $510,522,000 | +$233,417,411 | -$5,957,825 | +$227,459,586 | IVV, IWM, RSP, HEDJ, MKL | 13F-HR | 14 Nov 2018, 13:56 |
| Q2 2018 | 115 | $267,437,000 | +$28,539,413 | -$5,023,054 | +$23,516,359 | IVV, HEDJ, MKL, IWS, KRE | 13F-HR | 19 Jul 2018, 10:42 |
| Q1 2018 | 113 | $240,853,000 | +$19,833,260 | -$6,596,074 | +$13,237,186 | IVV, MKL, HEDJ, IWS, NEAR | 13F-HR | 10 May 2018, 17:17 |
| Q4 2017 | 113 | $233,740,000 | +$28,793,840 | -$2,016,315 | +$26,777,525 | IVV, MKL, HEDJ, IWS, PM | 13F-HR | 02 Feb 2018, 16:22 |
| Q3 2017 | 103 | $198,754,000 | +$5,815,661 | -$4,305,385 | +$1,510,276 | IVV, HEDJ, IWS, PM, MKL | 13F-HR | 07 Nov 2017, 08:50 |
| Q2 2017 | 99 | $193,181,000 | +$7,191,570 | -$2,400,175 | +$4,791,395 | IVV, HEDJ, IWS, PM, MO | 13F-HR | 27 Jul 2017, 16:29 |
| Q1 2017 | 94 | $185,493,000 | +$30,075,258 | -$6,281,340 | +$23,793,918 | IVV, HEDJ, IWS, PM, MO | 13F-HR | 09 May 2017, 20:31 |
| Q4 2016 | 83 | $153,001,000 | +$8,714,604 | -$4,156,551 | +$4,558,053 | IVV, HEDJ, IWS, PM, MO | 13F-HR | 27 Jan 2017, 13:20 |
| Q3 2016 | 84 | $144,383,000 | +$4,381,157 | -$10,836,485 | -$6,455,328 | IVV, HEDJ, IWS, PM, EEMV | 13F-HR | 28 Oct 2016, 13:50 |
| Q2 2016 | 94 | $148,087,000 | +$17,671,940 | -$513,666 | +$17,158,274 | IVV, HEDJ, IWS, PM, EEMV | 13F-HR | 04 Aug 2016, 15:58 |
| Q1 2016 | 83 | $127,586,000 | +$8,184,327 | -$291,473 | +$7,892,854 | IVV, HEDJ, IWS, PM, EEMV | 13F-HR | 02 May 2016, 11:01 |
| Q4 2015 | 78 | $118,675,000 | +$7,129,290 | -$9,995,146 | -$2,865,856 | IVV, HEDJ, IWS, PM, EEMV | 13F-HR | 02 Feb 2016, 15:03 |
| Q3 2015 | 73 | $116,345,000 | +$18,040,833 | -$14,820,081 | +$3,220,752 | IVV, HEDJ, IWS, MKL, EEMV | 13F-HR | 22 Oct 2015, 15:39 |
| Q2 2015 | 85 | $120,476,000 | +$7,497,768 | -$6,480,892 | +$1,016,876 | IVV, HEDJ, IWS, PM, DXJ | 13F-HR | 06 Aug 2015, 13:33 |
| Q1 2015 | 90 | $121,213,000 | +$10,606,604 | -$3,819,193 | +$6,787,411 | IVV, HEDJ, IWS, PM, DXJ | 13F-HR | 06 May 2015, 06:24 |
| Q4 2014 | 93 | $111,964,000 | +$30,225,819 | -$14,363,981 | +$15,861,838 | IVV, HEDJ, IWS, PM, MO | 13F-HR | 10 Feb 2015, 16:30 |
| Q3 2014 | 70 | $96,202,000 | +$5,727,490 | -$811,707 | +$4,915,783 | IVV, VEA, IWS, PM, SCHP | Restatement | 13 Nov 2014, 08:39 |
| Q2 2014 | 68 | $93,341,000 | +$3,082,515 | -$184,121 | +$2,898,394 | IVV, VEA, IWS, PM, SCHP | 13F-HR | 06 Aug 2014, 09:13 |
| Q1 2014 | 66 | $86,435,000 | +$10,703,472 | -$3,693,264 | +$7,010,208 | IVV, VEA, IWS, PM, SCHP | 13F-HR | 05 May 2014, 13:35 |
| Q4 2013 | 64 | $79,367,000 | $0 | $0 | $0 | IVV, VEA, IWS, PM, STLY | 13F-HR | 07 Feb 2014, 09:01 |