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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 570 | $472,908,637 | +$7,552,981 | -$12,351,735 | -$4,798,754 | MSFT, ACN, GOOGL, WM, IVV | 13F-HR | 01 Nov 2024, 15:12 |
| Q2 2024 | 359 | $442,243,110 | +$14,697,640 | -$5,215,046 | +$9,482,594 | MSFT, GOOGL, WM, ACN, IVV | 13F-HR | 29 Jul 2024, 18:34 |
| Q1 2024 | 361 | $431,107,556 | +$20,945,943 | -$11,162,047 | +$9,783,896 | ACN, MSFT, WM, GOOGL, NUE | 13F-HR | 25 Apr 2024, 19:34 |
| Q4 2023 | 385 | $411,000,018 | +$3,173,849 | -$10,209,369 | -$7,035,520 | ACN, MSFT, GOOGL, WM, ANSS | 13F-HR | 29 Jan 2024, 12:41 |
| Q3 2023 | 389 | $384,396,366 | +$14,344,114 | -$11,338,984 | +$3,005,130 | ACN, GOOGL, MSFT, NUE, WM | 13F-HR | 19 Oct 2023, 15:51 |
| Q2 2023 | 379 | $402,578,678 | +$7,711,781 | -$5,268,233 | +$2,443,548 | ACN, MSFT, WM, NUE, GOOGL | 13F-HR | 28 Jul 2023, 16:25 |
| Q1 2023 | 403 | $385,645,792 | +$10,181,463 | -$13,321,041 | -$3,139,578 | ACN, DE, TMO, WM, ANSS | 13F-HR | 24 Apr 2023, 16:20 |
| Q4 2022 | 392 | $369,115,945 | +$3,279,161 | -$11,090,705 | -$7,811,544 | DE, ACN, WM, PG, TMO | 13F-HR | 27 Jan 2023, 15:28 |
| Q3 2022 | 426 | $343,999,000 | +$21,542,996 | -$2,452,376 | +$19,090,620 | ACN, WM, DE, GOOGL, IVV | 13F-HR | 27 Oct 2022, 17:00 |
| Q2 2022 | 325 | $357,110,000 | +$4,135,642 | -$15,140,578 | -$11,004,936 | ACN, GOOGL, WM, MSFT, IVV | 13F-HR | 25 Jul 2022, 16:09 |
| Q1 2022 | 329 | $428,790,000 | +$19,178,526 | -$13,835,797 | +$5,342,729 | ACN, GOOGL, DE, IVV, MSFT | 13F-HR | 02 May 2022, 17:11 |
| Q4 2021 | 337 | $446,677,000 | +$10,771,370 | -$9,606,803 | +$1,164,567 | ACN, GOOGL, ANSS, IVV, MSFT | 13F-HR | 04 Feb 2022, 15:11 |
| Q3 2021 | 312 | $402,158,000 | +$15,207,733 | -$6,288,062 | +$8,919,671 | ACN, GOOGL, IVV, DE, ANSS | 13F-HR | 04 Nov 2021, 12:36 |
| Q2 2021 | 318 | $391,513,000 | +$10,153,101 | -$5,799,783 | +$4,353,318 | GOOGL, ACN, DE, IVV, IJH | 13F-HR | 02 Aug 2021, 15:40 |
| Q1 2021 | 302 | $365,747,000 | +$13,592,474 | -$16,975,582 | -$3,383,108 | DE, ACN, IJH, ANSS, IVV | 13F-HR | 29 Apr 2021, 12:03 |
| Q4 2020 | 315 | $350,773,000 | +$25,822,539 | -$10,897,598 | +$14,924,941 | ANSS, DE, ACN, IJH, IVV | 13F-HR | 01 Feb 2021, 14:41 |
| Q3 2020 | 286 | $314,415,000 | +$6,889,166 | -$8,817,806 | -$1,928,640 | ANSS, IVV, DE, NOBL, ACN | 13F-HR | 02 Nov 2020, 12:38 |
| Q2 2020 | 300 | $292,625,000 | +$2,316,684 | -$6,720,403 | -$4,403,719 | ANSS, IVV, NOBL, ACN, IJH | 13F-HR | 03 Aug 2020, 14:17 |
| Q1 2020 | 290 | $258,787,000 | +$15,437,428 | -$14,814,628 | +$622,800 | IVV, NOBL, ANSS, IJH, AWK | 13F-HR | 22 Apr 2020, 16:09 |
| Q4 2019 | 529 | $308,294,000 | +$2,863,451 | -$30,272,946 | -$27,409,495 | NOBL, IJH, IVV, MKC, ACN | 13F-HR | 24 Jan 2020, 14:05 |
| Q3 2019 | 535 | $321,820,000 | +$12,604,067 | -$47,237,602 | -$34,633,535 | IJH, NOBL, IVV, AWK, DE | 13F-HR | 15 Oct 2019, 12:12 |
| Q2 2019 | 785 | $350,087,000 | +$15,815,320 | -$5,651,684 | +$10,163,636 | IJH, NOBL, IVV, MSFT, ACN | 13F-HR | 29 Jul 2019, 16:43 |
| Q1 2019 | 676 | $327,820,000 | +$13,962,083 | -$9,935,070 | +$4,027,013 | IJH, NOBL, IVV, MSFT, ACN | 13F-HR | 22 Apr 2019, 14:03 |
| Q4 2018 | 650 | $289,953,000 | +$11,124,462 | -$7,554,643 | +$3,569,819 | IJH, IVV, MSFT, NOBL, DE | 13F-HR | 30 Jan 2019, 16:59 |
| Q3 2018 | 669 | $316,624,000 | +$15,915,048 | -$11,056,130 | +$4,858,918 | IJH, IVV, MSFT, ACN, NOBL | 13F-HR | 01 Nov 2018, 17:17 |
| Q2 2018 | 651 | $298,843,000 | +$15,925,124 | -$171,605,334 | -$155,680,210 | IJH, IVV, ACN, MSFT, NOBL | 13F-HR | 07 Aug 2018, 12:13 |
| Q1 2018 | 1,040 | $452,755,000 | +$17,108,476 | -$68,181,205 | -$51,072,729 | BABA, EDU, ICLR, IJH, IEFA | 13F-HR | 10 May 2018, 16:39 |
| Q4 2017 | 987 | $510,546,000 | +$32,954,996 | -$19,655,239 | +$13,299,757 | BABA, EDU, IVV, ACN, IJH | 13F-HR | 25 Jan 2018, 15:10 |
| Q3 2017 | 822 | $474,211,000 | +$28,176,066 | -$28,573,535 | -$397,469 | BABA, EDU, IWF, IVV, ICLR | 13F-HR | 01 Nov 2017, 15:17 |
| Q2 2017 | 855 | $456,256,000 | +$47,193,217 | -$25,038,670 | +$22,154,547 | BABA, EDU, IVV, IJH, AVGO | 13F-HR | 03 Aug 2017, 16:01 |
| Q1 2017 | 866 | $416,574,000 | +$26,946,529 | -$15,867,914 | +$11,078,615 | IWD, IVV, BABA, IJH, EDU | 13F-HR | 05 May 2017, 13:23 |
| Q4 2016 | 918 | $379,216,000 | +$57,501,559 | -$18,760,050 | +$38,741,509 | IWD, IGIB, IVV, IJH, NOBL | 13F-HR | 03 Feb 2017, 11:33 |
| Q3 2016 | 794 | $343,378,000 | +$55,815,412 | -$12,635,996 | +$43,179,416 | IWD, IGIB, BABA, NOBL, IJH | 13F-HR | 07 Nov 2016, 10:50 |
| Q2 2016 | 806 | $293,014,000 | +$88,493,035 | -$3,670,308 | +$84,822,727 | IGIB, NOBL, IJH, ACN, MDT | 13F-HR | 09 Aug 2016, 15:16 |
| Q1 2016 | 313 | $202,146,000 | +$30,698,360 | -$10,802,366 | +$19,895,994 | IGIB, NOBL, ACN, IJH, PWV | 13F-HR | 11 May 2016, 13:50 |
| Q4 2015 | 385 | $177,557,000 | +$12,573,573 | -$9,964,818 | +$2,608,755 | IGIB, PWV, IJH, SCHG, EWL | 13F-HR | 25 Jan 2016, 17:31 |
| Q3 2015 | 473 | $166,232,000 | +$11,044,304 | -$4,130,811 | +$6,913,493 | IGIB, PWV, IJH, SCHG, PID | 13F-HR | 13 Nov 2015, 15:17 |
| Q2 2015 | 469 | $166,809,000 | +$10,598,915 | -$5,539,298 | +$5,059,617 | IGIB, PWV, PID, IJH, SCHG | 13F-HR | 14 Aug 2015, 11:56 |
| Q1 2015 | 585 | $164,629,000 | +$6,131,258 | -$13,798,460 | -$7,667,202 | IGIB, PWV, PID, SCHG, IJH | 13F-HR | 04 May 2015, 17:29 |
| Q4 2014 | 476 | $170,709,000 | $0 | $0 | $0 | IGIB, VIG, PWV, PID, SCHG | 13F-HR | 13 Feb 2015, 10:11 |