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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | $0 | -$619,851,000 | -$619,851,000 | 13F-HR | 18 Jan 2023, 13:01 | |
| Q3 2022 | 183 | $619,851,000 | +$41,687,745 | -$21,772,060 | +$19,915,685 | MSFT, VEA, VIG, BSV, AMZN | 13F-HR | 14 Oct 2022, 18:31 |
| Q2 2022 | 187 | $650,243,000 | +$64,663,360 | -$17,100,402 | +$47,562,958 | MSFT, VEA, BSV, VIG, IEFA | 13F-HR | 14 Jul 2022, 13:41 |
| Q1 2022 | 188 | $749,632,000 | +$31,830,126 | -$23,593,687 | +$8,236,439 | MSFT, VEA, AMZN, BSV, VIG | 13F-HR | 28 Apr 2022, 13:56 |
| Q4 2021 | 187 | $786,868,000 | +$47,165,243 | -$14,794,847 | +$32,370,396 | MSFT, VEA, AMZN, BSV, VIG | 13F-HR | 24 Jan 2022, 14:45 |
| Q3 2021 | 175 | $707,710,000 | +$49,699,383 | -$10,932,410 | +$38,766,973 | MSFT, VEA, AMZN, BSV, VIG | 13F-HR | 21 Oct 2021, 12:33 |
| Q2 2021 | 170 | $675,059,000 | +$49,022,356 | -$23,038,312 | +$25,984,044 | MSFT, AMZN, VEA, IEFA, BSV | 13F-HR | 02 Aug 2021, 17:46 |
| Q1 2021 | 156 | $607,582,000 | +$21,002,322 | -$7,616,204 | +$13,386,118 | MSFT, AMZN, VEA, IEFA, BSV | 13F-HR | 12 Apr 2021, 14:59 |
| Q4 2020 | 141 | $578,888,000 | +$27,349,975 | -$5,024,821 | +$22,325,154 | MSFT, AMZN, VEA, IEFA, VIG | 13F-HR | 08 Feb 2021, 17:19 |
| Q3 2020 | 132 | $509,368,000 | +$27,541,190 | -$10,428,011 | +$17,113,179 | MSFT, AMZN, VEA, IEFA, VIG | 13F-HR | 08 Oct 2020, 13:44 |
| Q2 2020 | 137 | $464,942,000 | +$39,482,214 | -$13,091,585 | +$26,390,629 | MSFT, AMZN, VEA, IEFA, VIG | 13F-HR | 21 Jul 2020, 17:01 |
| Q1 2020 | 116 | $365,778,000 | +$53,192,732 | -$44,902,943 | +$8,289,789 | MSFT, AMZN, VEA, IEFA, VIG | 13F-HR | 21 Apr 2020, 18:19 |
| Q4 2019 | 131 | $417,070,000 | +$56,604,774 | -$23,451,666 | +$33,153,108 | MSFT, AMZN, SCHF, VIG, EFA | 13F-HR | 10 Feb 2020, 17:01 |
| Q3 2019 | 122 | $357,700,000 | +$17,989,378 | -$9,040,359 | +$8,949,019 | MSFT, SCHF, AMZN, EFA, VIG | 13F-HR | 13 Nov 2019, 14:09 |
| Q2 2019 | 126 | $349,151,000 | +$32,113,496 | -$15,744,517 | +$16,368,979 | MSFT, SCHF, AMZN, EFA, VIG | 13F-HR | 13 Aug 2019, 12:42 |
| Q1 2019 | 119 | $318,659,000 | +$24,440,839 | -$3,009,438 | +$21,431,401 | MSFT, SCHF, AMZN, SPY, EFA | 13F-HR | 06 May 2019, 16:35 |
| Q4 2018 | 100 | $265,845,000 | +$20,427,004 | -$17,628,597 | +$2,798,407 | MSFT, SCHF, AMZN, SPY, EFA | 13F-HR | 12 Feb 2019, 16:46 |
| Q3 2018 | 103 | $300,451,000 | +$14,267,308 | -$9,487,197 | +$4,780,111 | MSFT, AMZN, SCHF, SPY, VXUS | 13F-HR | 17 Oct 2018, 13:25 |
| Q2 2018 | 100 | $279,875,000 | +$235,716,777 | -$120,697,815 | +$115,018,962 | MSFT, SCHF, AMZN, SPY, VXUS | 13F-HR | 06 Aug 2018, 20:18 |
| Q1 2018 | 100 | $161,926,000 | +$120,046,139 | -$212,745,603 | -$92,699,464 | IVW, EFG, MSFT, SPY, META | 13F-HR | 30 Apr 2018, 18:48 |
| Q4 2017 | 95 | $248,891,000 | +$7,273,434 | -$5,406,469 | +$1,866,965 | MSFT, SCHF, SPY, AMZN, VXUS | 13F-HR | 26 Jan 2018, 13:14 |
| Q3 2017 | 92 | $232,781,000 | +$26,068,900 | -$12,617,560 | +$13,451,340 | SCHF, MSFT, SPY, AMZN, VXUS | 13F-HR | 08 Nov 2017, 17:50 |
| Q2 2017 | 85 | $209,147,000 | +$23,081,282 | -$14,837,670 | +$8,243,612 | MSFT, SCHF, SPY, AMZN, VXUS | 13F-HR | 14 Aug 2017, 19:05 |
| Q1 2017 | 74 | $194,366,000 | +$9,058,659 | -$18,590,516 | -$9,531,857 | MSFT, SCHF, SPY, VEU, VXUS | 13F-HR | 05 May 2017, 13:01 |
| Q4 2016 | 80 | $193,340,000 | +$5,607,519 | -$6,158,166 | -$550,647 | MSFT, SCHF, SPY, VEU, AMZN | 13F-HR | 07 Feb 2017, 15:44 |
| Q3 2016 | 77 | $195,453,000 | +$16,982,136 | -$10,228,501 | +$6,753,635 | MSFT, SCHF, AMZN, SPY, VEU | 13F-HR | 10 Nov 2016, 18:35 |
| Q2 2016 | 77 | $177,812,000 | +$14,817,219 | -$8,743,176 | +$6,074,043 | SCHF, MSFT, AMZN, SPY, VEU | 13F-HR | 12 Aug 2016, 14:03 |
| Q1 2016 | 74 | $169,170,000 | +$58,924,332 | -$29,271,535 | +$29,652,797 | MSFT, SCHF, AMZN, VEU, SPY | 13F-HR | 16 May 2016, 12:16 |
| Q4 2015 | 42 | $139,995,000 | $0 | $0 | $0 | VXUS, EFA, AMZN, SPY, SCHF | 13F-HR | 12 Feb 2016, 18:37 |