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 | 996 | $3.06B | +$419M | -$91.2M | +$328M | VTI, AAPL, VOO, MSFT, NVDA | 13F-HR | 1/23/2025, 05:05 PM |
Q3 2024 | 902 | $2.75B | +$333M | -$166M | +$167M | VTI, AAPL, MSFT, VOO, NVDA | 13F-HR | 11/7/2024, 04:24 PM |
Q2 2024 | 859 | $2.46B | +$851M | -$131M | +$720M | VTI, MSFT, AAPL, VOO, NVDA | 13F-HR | 8/6/2024, 03:14 PM |
Q1 2024 | 715 | $1.74B | +$99.9M | -$65.3M | +$34.7M | VTI, VOO, MSFT, META, AAPL | 13F-HR | 4/29/2024, 12:03 PM |
Q4 2023 | 693 | $1.56B | +$156M | -$57.7M | +$98.7M | VTI, VOO, MSFT, AAPL, META | 13F-HR | 1/18/2024, 12:07 PM |
Q3 2023 | 659 | $1.32B | +$47.1M | -$35.6M | +$11.5M | VTI, VOO, MSFT, AAPL, SCHB | 13F-HR | 10/18/2023, 12:55 PM |
Q2 2023 | 659 | $1.36B | +$56.9M | -$85.2M | -$28.4M | VTI, VOO, AAPL, MSFT, SCHB | 13F-HR | 8/10/2023, 02:16 PM |
Q1 2023 | 641 | $1.29B | +$180M | -$48.9M | +$131M | VTI, VOO, AAPL, MSFT, SCHB | 13F-HR | 4/26/2023, 03:27 PM |
Q4 2022 | 554 | $1.07B | +$85.1M | -$111M | -$25.6M | VTI, VOO, SCHB, AAPL, MSFT | 13F-HR | 1/23/2023, 12:40 PM |
Q3 2022 | 569 | $1.04B | +$132M | -$28.2M | +$103M | VTI, VOO, AAPL, MSFT, ITOT | 13F-HR | 11/7/2022, 05:02 PM |
Q2 2022 | 551 | $1.02B | +$88.6M | -$102M | -$13.9M | VTI, VOO, AAPL, MSFT, VWO | 13F-HR | 7/26/2022, 12:04 PM |
Q1 2022 | 607 | $1.06B | +$155M | -$59.4M | +$95.1M | VOO, AAPL, MSFT, VXUS, VWO | 13F-HR | 4/12/2022, 03:25 PM |
Q4 2021 | 579 | $1.21B | +$113M | -$104M | +$9.49M | VTI, VOO, AAPL, MSFT, IWV | 13F-HR | 1/18/2022, 04:19 PM |
Q3 2021 | 532 | $1.12B | +$84.5M | -$49.8M | +$34.8M | VTI, VOO, AAPL, MSFT, IWV | 13F-HR | 10/7/2021, 02:27 PM |
Q2 2021 | 520 | $1.1B | +$149M | -$32.7M | +$116M | VTI, VOO, MSFT, VWO, IWV | 13F-HR | 8/13/2021, 11:08 AM |
Q1 2021 | 488 | $914M | +$51.1M | -$55.6M | -$4.5M | VTI, VOO, VWO, MSFT, IWV | 13F-HR | 4/29/2021, 11:18 AM |
Q4 2020 | 480 | $876M | +$80.6M | -$25.9M | +$54.8M | VTI, VOO, MSFT, VWO, IWV | 13F-HR | 1/29/2021, 10:39 AM |
Q3 2020 | 407 | $730M | +$71.5M | -$43.8M | +$27.8M | VTI, VOO, MSFT, VWO, IWV | 13F-HR | 10/29/2020, 12:04 PM |
Q2 2020 | 419 | $666M | +$83.6M | -$48.4M | +$35.2M | VTI, VOO, IWV, MSFT, VWO | 13F-HR | 8/5/2020, 10:36 AM |
Q1 2020 | 352 | $528M | +$145M | -$74.1M | +$71M | VTI, VOO, VEA, IWV, VWO | 13F-HR | 4/28/2020, 12:55 PM |
Q4 2019 | 367 | $559M | +$20.8M | -$18M | +$2.8M | VTI, VEA, VOO, VWO, MSFT | 13F-HR | 2/4/2020, 05:09 PM |
Q3 2019 | 354 | $512M | +$19M | -$19.7M | -$678K | VTI, VEA, VOO, VWO, MSFT | 13F-HR | 10/31/2019, 03:37 PM |
Q2 2019 | 350 | $512M | +$34.8M | -$53.9M | -$19.1M | VTI, VEA, VWO, VOO, MSFT | 13F-HR | 7/23/2019, 04:58 PM |
Q1 2019 | 378 | $514M | +$53.2M | -$25.8M | +$27.4M | VTI, VEA, VWO, VOO, MSFT | 13F-HR | 4/12/2019, 04:51 PM |
Q4 2018 | 358 | $434M | +$52.5M | -$41.2M | +$11.3M | VTI, VEA, VOO, VWO, MSFT | 13F-HR | 1/29/2019, 11:12 AM |
Q3 2018 | 407 | $492M | +$19.9M | -$31.9M | -$12M | VTI, VEA, VOO, MSFT, VO | 13F-HR | 10/17/2018, 09:12 AM |
Q2 2018 | 442 | $472M | +$30.5M | -$39.5M | -$8.96M | VTI, VEA, VOO, VO, MSFT | 13F-HR | 7/23/2018, 04:59 PM |
Q1 2018 | 446 | $465M | +$25.7M | -$45M | -$19.2M | VTI, VEA, VOO, QQQ, VO | 13F-HR | 4/23/2018, 03:55 PM |
Q4 2017 | 460 | $513M | +$35.4M | -$44M | -$8.63M | VTI, VEA, VOO, QQQ, VO | 13F-HR | 1/17/2018, 01:47 PM |
Q3 2017 | 451 | $480M | +$37.2M | -$25.9M | +$11.2M | VTI, VEA, VOO, QQQ, VO | 13F-HR | 10/23/2017, 08:13 AM |
Q2 2017 | 421 | $443M | +$105M | -$92.8M | +$12.3M | VTI, VEA, VOO, QQQ, VO | 13F-HR | 7/27/2017, 03:48 PM |
Q1 2017 | 355 | $426M | +$40.5M | -$34.1M | +$6.41M | VTI, AMJ, VEA, VOO, QQQ | 13F-HR | 4/21/2017, 03:19 PM |
Q4 2016 | 339 | $397M | +$39.2M | -$88.3M | -$49.1M | VEA, AMJ, VTI, VOO, QQQ | 13F-HR | 1/24/2017, 05:23 PM |
Q3 2016 | 364 | $441M | +$64.4M | -$44.6M | +$19.8M | VEA, VTI, QQQ, AMJ, VOO | 13F-HR | 11/15/2016, 12:50 PM |
Q2 2016 | 277 | $406M | +$40.4M | -$63.7M | -$23.3M | VEA, VTI, VOO, QQQ, AMJ | 13F-HR | 8/25/2016, 04:09 PM |
Q1 2016 | 341 | $422M | +$272M | -$24.6M | +$248M | VEA, VOO, QQQ, VTI, PYPL | 13F-HR | 5/11/2016, 01:55 PM |
Q4 2015 | 87 | $175M | +$47M | -$17.4M | +$29.6M | VEA, VOO, COST, USB, HEDJ | 13F-HR | 2/8/2016, 06:39 PM |
Q3 2015 | 74 | $141M | +$61.3M | -$20.3M | +$41M | VEA, USB, VOO, SPY, COST | 13F-HR | 11/9/2015, 09:30 PM |
Q2 2015 | 81 | $109M | +$17.8M | -$4.12M | +$13.6M | SPY, COST, GLD, QQQ, FEZ | 13F-HR | 8/11/2015, 09:06 PM |
Q1 2015 | 80 | $97.8M | +$22.5M | -$18.3M | +$4.26M | SPY, COST, GLD, FEZ, IWM | 13F-HR | 5/8/2015, 05:13 PM |
Q4 2014 | 96 | $92.2M | $0 | $0 | SPY, COST, GLD, TYG, NML | 13F-HR | 2/6/2015, 04:57 PM |