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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 773 | $5,627,887,206 | +$813,707,495 | -$241,473,218 | +$572,234,277 | KLAC, IVV, AAPL, MSFT, BIL | 13F-HR | 13 Jan 2026, 17:16 |
| Q3 2025 | 645 | $4,957,104,300 | +$303,222,443 | -$494,789,752 | -$191,567,309 | KLAC, IVV, AAPL, MSFT, BIL | 13F-HR | 10 Nov 2025, 15:50 |
| Q2 2025 | 761 | $4,749,489,742 | +$454,048,101 | -$415,796,031 | +$38,252,070 | KLAC, IVV, MSFT, AAPL, BIL | 13F-HR | 16 Jul 2025, 08:00 |
| Q1 2025 | 745 | $4,272,148,879 | +$342,600,335 | -$362,907,626 | -$20,307,291 | KLAC, BIL, IVV, AAPL, MSFT | 13F-HR | 01 May 2025, 17:33 |
| Q4 2024 | 745 | $4,343,266,216 | +$316,494,886 | -$270,706,539 | +$45,788,347 | KLAC, AAPL, IVV, BIL, MSFT | 13F-HR | 17 Jan 2025, 11:30 |
| Q3 2024 | 724 | $4,420,461,024 | +$381,258,970 | -$278,491,549 | +$102,767,421 | KLAC, AAPL, IVV, MSFT, BIL | 13F-HR | 23 Oct 2024, 08:31 |
| Q2 2024 | 711 | $4,238,098,795 | +$344,612,025 | -$218,746,889 | +$125,865,136 | KLAC, IVV, AAPL, MSFT, BIL | 13F-HR | 19 Jul 2024, 19:41 |
| Q1 2024 | 719 | $4,004,002,415 | +$1,400,592,259 | -$163,954,387 | +$1,236,637,872 | KLAC, IVV, MSFT, AAPL, BIL | 13F-HR | 24 Apr 2024, 17:03 |
| Q4 2023 | 653 | $2,572,358,218 | +$241,756,181 | -$155,916,026 | +$85,840,155 | IVV, AAPL, MSFT, BIL, AMZN | 13F-HR | 30 Jan 2024, 12:12 |
| Q3 2023 | 651 | $2,264,112,018 | +$325,226,069 | -$113,540,246 | +$211,685,823 | IVV, AAPL, MSFT, BIL, AMZN | 13F-HR | 23 Oct 2023, 20:54 |
| Q2 2023 | 639 | $2,122,882,453 | +$671,330,790 | -$123,536,624 | +$547,794,166 | IVV, AAPL, MSFT, BIL, AMZN | 13F-HR | 31 Jul 2023, 17:14 |
| Q1 2023 | 611 | $1,495,266,056 | +$209,534,967 | -$164,113,361 | +$45,421,606 | BIL, MSFT, AAPL, XOM, OEF | 13F-HR | 14 Apr 2023, 14:48 |
| Q4 2022 | 593 | $1,403,643,806 | +$241,397,483 | -$147,273,976 | +$94,123,507 | BIL, MSFT, AAPL, JNJ, XOM | 13F-HR | 07 Feb 2023, 20:34 |
| Q3 2022 | 574 | $1,227,191,000 | +$363,658,754 | -$128,065,476 | +$235,593,278 | AAPL, MSFT, BIL, AMZN, JNJ | 13F-HR | 10 Nov 2022, 17:21 |
| Q2 2022 | 504 | $1,078,001,000 | +$184,846,816 | -$139,932,736 | +$44,914,080 | MSFT, AAPL, GOOGL, JNJ, AMZN | 13F-HR | 04 Aug 2022, 18:06 |
| Q1 2022 | 452 | $1,225,125,000 | +$437,589,239 | -$108,111,338 | +$329,477,901 | MSFT, AAPL, AMZN, IWF, GOOGL | 13F-HR | 12 May 2022, 21:24 |
| Q4 2021 | 388 | $947,250,000 | +$107,718,446 | -$75,948,838 | +$31,769,608 | AAPL, MSFT, AMZN, IWF, GOOGL | 13F-HR | 10 Feb 2022, 16:34 |
| Q3 2021 | 344 | $864,330,000 | +$124,614,569 | -$95,124,219 | +$29,490,350 | AAPL, MSFT, AMZN, IWF, JPM | 13F-HR | 15 Nov 2021, 14:49 |
| Q2 2021 | 328 | $834,313,000 | +$116,624,632 | -$90,474,997 | +$26,149,635 | AAPL, MSFT, AMZN, IWF, JPM | 13F-HR | 30 Jul 2021, 20:43 |
| Q1 2021 | 309 | $756,707,000 | +$126,941,812 | -$154,112,412 | -$27,170,600 | AAPL, MSFT, IWF, AMZN, HD | 13F-HR | 10 May 2021, 17:10 |
| Q4 2020 | 316 | $763,832,000 | +$141,199,645 | -$47,472,345 | +$93,727,300 | AAPL, IWF, MSFT, AMZN, MDY | 13F-HR | 12 Feb 2021, 16:58 |
| Q3 2020 | 283 | $620,844,000 | +$102,710,258 | -$61,885,044 | +$40,825,214 | IWF, AAPL, MSFT, AMZN, MDY | 13F-HR | 03 Nov 2020, 21:22 |
| Q2 2020 | 270 | $562,977,000 | +$72,471,165 | -$35,335,209 | +$37,135,956 | IWF, AAPL, MSFT, MDY, AMZN | 13F-HR | 06 Aug 2020, 19:42 |
| Q1 2020 | 252 | $452,027,000 | +$48,286,299 | -$118,758,400 | -$70,472,101 | IWF, MSFT, AAPL, MDY, ESS | 13F-HR | 29 Apr 2020, 16:11 |
| Q4 2019 | 302 | $618,301,000 | +$46,372,109 | -$27,933,986 | +$18,438,123 | ESS, MDY, IWF, AAPL, MSFT | 13F-HR | 06 Feb 2020, 15:21 |
| Q3 2019 | 305 | $573,279,000 | +$85,737,384 | -$43,492,089 | +$42,245,295 | ESS, MDY, IWF, MSFT, AAPL | 13F-HR | 14 Nov 2019, 11:24 |
| Q2 2019 | 283 | $522,599,000 | +$47,794,078 | -$41,842,651 | +$5,951,427 | ESS, MDY, IWF, EFA, MSFT | 13F-HR | 07 Aug 2019, 16:55 |
| Q1 2019 | 300 | $502,736,000 | +$114,261,453 | -$45,611,627 | +$68,649,826 | ESS, MDY, IWF, EFA, AAPL | Restatement | 29 Apr 2019, 17:05 |
| Q4 2018 | 277 | $352,181,000 | +$23,981,068 | -$19,943,509 | +$4,037,559 | ESS, EFA, IWF, BKLN, PFF | 13F-HR | 22 Jan 2019, 17:13 |
| Q3 2018 | 280 | $445,039,000 | +$98,311,448 | -$28,232,286 | +$70,079,162 | ESS, MDY, EFA, IWF, BKLN | 13F-HR | 07 Nov 2018, 17:04 |
| Q2 2018 | 202 | $359,749,000 | +$179,125,947 | -$16,480,066 | +$162,645,881 | MDY, ESS, EFA, IWF, BKLN | 13F-HR | 09 Aug 2018, 15:44 |
| Q1 2018 | 92 | $193,900,000 | +$17,514,556 | -$9,900,762 | +$7,613,794 | MDY, EFA, IWF, BKLN, EEM | 13F-HR | 10 Apr 2018, 11:26 |
| Q4 2017 | 77 | $188,685,000 | +$9,457,206 | -$10,255,566 | -$798,360 | MDY, EFA, VYM, BKLN, EEM | 13F-HR | 16 Jan 2018, 12:29 |
| Q3 2017 | 61 | $184,690,000 | +$2,329,474 | -$2,782,423 | -$452,949 | MDY, EFA, BKLN, AMLP, VYM | 13F-HR | 16 Oct 2017, 16:12 |
| Q2 2017 | 63 | $180,983,000 | +$10,936,001 | -$3,920,736 | +$7,015,265 | MDY, EFA, AMLP, BKLN, VYM | 13F-HR | 10 Jul 2017, 17:32 |
| Q1 2017 | 62 | $171,255,000 | +$12,572,772 | -$1,643,308 | +$10,929,464 | MDY, EFA, AMLP, BKLN, VYM | 13F-HR | 12 Apr 2017, 15:47 |
| Q4 2016 | 52 | $154,951,000 | +$9,116,217 | -$8,557,897 | +$558,320 | MDY, EFA, AMLP, BKLN, VYM | 13F-HR | 09 Jan 2017, 17:23 |
| Q3 2016 | 53 | $154,024,000 | +$3,828,843 | -$2,611,556 | +$1,217,287 | MDY, EFA, AMLP, PFF, VYM | 13F-HR | 11 Oct 2016, 16:25 |
| Q2 2016 | 52 | $148,726,000 | +$7,985,276 | -$2,479,276 | +$5,506,000 | MDY, EFA, AMLP, PFF, VYM | 13F-HR | 11 Jul 2016, 21:29 |
| Q1 2016 | 51 | $139,271,000 | +$1,604,880 | -$11,752,020 | -$10,147,140 | MDY, EFA, RWO, LQD, PFF | 13F-HR | 16 May 2016, 12:53 |
| Q4 2015 | 53 | $147,526,000 | +$1,330,544 | -$2,357,080 | -$1,026,536 | MDY, EFA, PCY, RWO, LQD | 13F-HR | 11 Jan 2016, 19:54 |
| Q3 2015 | 50 | $145,942,000 | +$2,045,243 | -$10,059,506 | -$8,014,263 | MDY, EFA, PCY, LQD, RWO | 13F-HR | 16 Oct 2015, 08:49 |
| Q2 2015 | 58 | $165,547,000 | +$4,517,008 | -$3,706,073 | +$810,935 | MDY, EFA, LQD, PCY, RWO | 13F-HR | 13 Jul 2015, 14:32 |
| Q1 2015 | 60 | $168,238,000 | +$6,361,457 | -$1,013,948 | +$5,347,509 | MDY, EFA, LQD, RWO, PCY | 13F-HR | 13 Apr 2015, 16:45 |
| Q4 2014 | 59 | $159,934,000 | $0 | $0 | $0 | MDY, LQD, EFA, HYG, RWO | 13F-HR | 26 Jan 2015, 16:10 |