| 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 | 1,838 | $52.3B | +$2.7B | -$1.76B | +$939M | AAPL, MSFT, JPM, GOOG, BRKB | 13F-HR | 2/14/2025, 12:25 PM |
| Q3 2024 | 1,747 | $51.5B | +$2.74B | -$2.33B | +$410M | MSFT, AAPL, JPM, BRKB, GOOG | 13F-HR | 11/13/2024, 06:32 PM |
| Q2 2024 | 1,753 | $48.2B | +$2.88B | -$1.62B | +$1.26B | MSFT, AAPL, JPM, GOOG, BRKB | 13F-HR | 8/13/2024, 06:35 PM |
| Q1 2024 | 1,750 | $47.7B | +$2.07B | -$1.62B | +$451M | MSFT, AAPL, JPM, BRKB, HD | 13F-HR | 5/14/2024, 12:54 PM |
| Q4 2023 | 1,706 | $43.9B | +$4.46B | -$1.2B | +$3.25B | MSFT, AAPL, JPM, GOOG, HD | 13F-HR | 2/14/2024, 02:00 PM |
| Q3 2023 | 1,707 | $36.7B | +$1.58B | -$1.03B | +$547M | MSFT, AAPL, JPM, GOOG, BRKB | 13F-HR | 11/13/2023, 03:22 PM |
| Q2 2023 | 1,688 | $37.9B | +$1.7B | -$6.57B | -$4.87B | AAPL, MSFT, JPM, VEA, BRKB | 13F-HR | 8/11/2023, 04:06 PM |
| Q1 2023 | 1,685 | $40.5B | +$2.13B | -$1.35B | +$775M | AAPL, MSFT, JPM, HD, BRKB | 13F-HR | 5/15/2023, 10:45 AM |
| Q4 2022 | 1,772 | $38B | +$3.49B | -$2.17B | +$1.32B | MSFT, AAPL, JPM, HD, JNJ | 13F-HR | 2/13/2023, 05:13 PM |
| Q3 2022 | 1,818 | $33.9B | +$2.24B | -$1.81B | +$432M | AAPL, MSFT, JNJ, BRKB, HD | 13F-HR | 11/14/2022, 07:59 PM |
| Q2 2022 | 1,862 | $36B | +$3.2B | -$1.27B | +$1.92B | AAPL, MSFT, JNJ, BRKB, JPM | 13F-HR | 8/8/2022, 05:08 PM |
| Q1 2022 | 1,887 | $40.5B | +$1.91B | -$1.44B | +$476M | AAPL, MSFT, BRKB, JPM, GOOG | 13F-HR | 5/13/2022, 10:35 AM |
| Q4 2021 | 1,869 | $42.8B | +$1.52B | -$1.29B | +$229M | AAPL, MSFT, JPM, HD, GOOG | 13F-HR | 2/9/2022, 11:03 AM |
| Q3 2021 | 1,864 | $39.1B | +$1.69B | -$913M | +$778M | MSFT, AAPL, JPM, HD, GOOG | 13F-HR | 11/12/2021, 03:23 PM |
| Q2 2021 | 1,746 | $38.5B | +$2.03B | -$1.43B | +$598M | MSFT, AAPL, JPM, HD, VEA | 13F-HR | 8/11/2021, 05:04 PM |
| Q1 2021 | 1,685 | $35.7B | +$1.96B | -$1.42B | +$539M | AAPL, MSFT, JPM, DIS, HD | 13F-HR | 5/13/2021, 10:45 AM |
| Q4 2020 | 1,570 | $33.4B | +$1.65B | -$1.1B | +$549M | AAPL, MSFT, JPM, DIS, VEA | 13F-HR | 2/11/2021, 03:55 PM |
| Q3 2020 | 1,487 | $29.2B | +$2.66B | -$1.15B | +$1.51B | AAPL, MSFT, HD, JPM, BRKB | 13F-HR | 11/12/2020, 01:22 PM |
| Q2 2020 | 1,515 | $26.5B | +$2.36B | -$1.92B | +$438M | AAPL, MSFT, HD, JPM, JNJ | Restatement | 10/22/2020, 10:33 AM |
| Q1 2020 | 1,441 | $21.9B | +$1.81B | -$2.15B | -$341M | MSFT, AAPL, JPM, BRKB, JNJ | 13F-HR | 5/14/2020, 11:30 AM |
| Q4 2019 | 1,507 | $27.9B | +$1.64B | -$1.03B | +$607M | AAPL, MSFT, JPM, DIS, VEA | 13F-HR | 2/14/2020, 04:08 PM |
| Q3 2019 | 1,526 | $25.3B | +$1.17B | -$1.88B | -$709M | MSFT, AAPL, JPM, HD, DIS | 13F-HR | 11/14/2019, 10:07 AM |
| Q2 2019 | 1,529 | $25.7B | +$8.64B | -$704M | +$7.94B | MSFT, AAPL, JPM, DIS, JNJ | 13F-HR | 8/14/2019, 11:57 AM |
| Q1 2019 | 1,282 | $17.1B | +$1.51B | -$1.05B | +$460M | MSFT, IWD, AAPL, IWF, VEA | 13F-HR | 5/14/2019, 02:57 PM |
| Q4 2018 | 1,280 | $14.7B | +$2.03B | -$954M | +$1.07B | IWD, AAPL, MSFT, IWF, VEA | 13F-HR | 2/14/2019, 11:56 AM |
| Q3 2018 | 1,326 | $16B | +$1.06B | -$797M | +$266M | AAPL, IWD, MSFT, IWF, VEA | 13F-HR | 11/13/2018, 12:34 PM |
| Q2 2018 | 1,275 | $14.7B | +$1.25B | -$1.03B | +$223M | IWD, AAPL, IWF, VEA, MSFT | 13F-HR | 8/13/2018, 05:22 PM |
| Q1 2018 | 1,247 | $14.2B | +$1.15B | -$901M | +$246M | IWD, AAPL, IWF, VEA, MSFT | 13F-HR | 5/14/2018, 03:35 PM |
| Q4 2017 | 1,256 | $14.1B | +$1.01B | -$797M | +$215M | IWD, AAPL, IWF, VEA, MSFT | 13F-HR | 2/9/2018, 04:57 PM |
| Q3 2017 | 1,226 | $13.3B | +$812M | -$839M | -$27.3M | IWD, AAPL, VEA, IWF, MSFT | 13F-HR | 11/14/2017, 04:35 PM |
| Q2 2017 | 1,218 | $12.8B | +$1.04B | -$1.01B | +$30.7M | IWD, AAPL, VEA, IWF, MSFT | 13F-HR | 8/14/2017, 12:30 PM |
| Q1 2017 | 1,208 | $12.4B | +$1.08B | -$816M | +$262M | IWD, AAPL, VEA, IWF, MSFT | Restatement | 6/19/2017, 04:56 PM |
| Q4 2016 | 1,189 | $11.5B | +$1.09B | -$948M | +$144M | IWD, AAPL, GE, VEA, IWF | 13F-HR | 2/9/2017, 06:09 PM |
| Q3 2016 | 1,191 | $11.2B | +$850M | -$853M | -$3.61M | IWD, AAPL, GE, IWF, VEA | 13F-HR | 11/10/2016, 02:18 PM |
| Q2 2016 | 1,190 | $10.7B | +$953M | -$777M | +$175M | IWD, AAPL, GE, IWF, VEA | 13F-HR | 8/11/2016, 04:19 PM |
| Q1 2016 | 1,215 | $10.5B | +$1.37B | -$1.05B | +$323M | IWD, AAPL, GE, VEA, MSFT | 13F-HR | 5/12/2016, 02:56 PM |
| Q4 2015 | 1,230 | $10B | +$1.08B | -$778M | +$297M | IWD, GE, AAPL, IWF, VEA | 13F-HR | 2/11/2016, 03:24 PM |
| Q3 2015 | 1,243 | $9.41B | +$1.05B | -$952M | +$102M | IWD, AAPL, GE, VEA, IWF | 13F-HR | 11/10/2015, 05:34 PM |
| Q2 2015 | 1,306 | $10.2B | $0 | $0 | IWD, AAPL, GE, VEA, ABBV | 13F-HR | 8/13/2015, 06:07 PM |