| Q4 2025 |
2,449 |
$17,422,671,879 |
+$2,622,539,870 |
-$1,097,845,314 |
+$1,524,694,556 |
AAPL, NVDA, MSFT, VNLA, AMZN
|
13F-HR |
26 Jan 2026, 15:22 |
| Q3 2025 |
2,276 |
$15,687,598,889 |
+$2,086,049,179 |
-$990,002,447 |
+$1,096,046,732 |
NVDA, AAPL, MSFT, VNLA, SPYG
|
13F-HR |
03 Nov 2025, 14:04 |
| Q2 2025 |
2,146 |
$13,680,668,812 |
+$1,967,934,798 |
-$1,054,543,796 |
+$913,391,002 |
NVDA, MSFT, AAPL, VNLA, AMZN
|
13F-HR |
06 Aug 2025, 16:23 |
| Q1 2025 |
2,144 |
$11,891,315,849 |
+$1,137,391,346 |
-$752,037,762 |
+$385,353,584 |
AAPL, MSFT, VNLA, NVDA, AMZN
|
13F-HR |
06 May 2025, 12:54 |
| Q4 2024 |
2,175 |
$11,787,932,257 |
+$1,876,336,024 |
-$1,081,426,638 |
+$794,909,386 |
AAPL, MSFT, NVDA, VNLA, AMZN
|
13F-HR |
13 Feb 2025, 10:32 |
| Q3 2024 |
1,271 |
$11,023,433,977 |
+$1,850,550,634 |
-$1,363,564,889 |
+$486,985,745 |
AAPL, MSFT, NVDA, VNLA, VOO
|
13F-HR |
14 Nov 2024, 16:07 |
| Q2 2024 |
1,260 |
$9,993,957,513 |
+$1,994,152,173 |
-$785,570,030 |
+$1,208,582,143 |
AAPL, MSFT, NVDA, VNLA, VOO
|
13F-HR |
12 Aug 2024, 16:07 |
| Q1 2024 |
1,177 |
$8,847,324,817 |
+$593,524,310 |
-$11,898,240,873 |
-$11,304,716,563 |
AAPL, MSFT, VOO, VNLA, IVV
|
13F-HR |
15 May 2024, 11:07 |
| Q4 2023 |
2,035 |
$19,171,907,356 |
+$3,167,582,344 |
-$2,046,138,459 |
+$1,121,443,885 |
AAPL, MSFT, SPLG, VOO, IVV
|
13F-HR |
14 Feb 2024, 14:14 |
| Q3 2023 |
1,933 |
$16,726,336,229 |
+$1,884,923,650 |
-$1,163,243,009 |
+$721,680,641 |
AAPL, SPLG, MSFT, IVV, VOO
|
13F-HR |
11 Oct 2023, 16:48 |
| Q2 2023 |
1,886 |
$16,629,186,891 |
+$2,510,572,484 |
-$2,089,197,042 |
+$421,375,442 |
AAPL, SPLG, VOO, IVV, MSFT
|
13F-HR |
10 Jul 2023, 12:03 |
| Q1 2023 |
1,864 |
$15,533,660,472 |
+$2,339,583,385 |
-$1,245,106,715 |
+$1,094,476,670 |
AAPL, BIL, SPLG, IVV, VOO
|
13F-HR |
14 Apr 2023, 13:02 |
| Q4 2022 |
1,808 |
$13,826,237,802 |
+$1,713,260,205 |
-$1,208,412,152 |
+$504,848,053 |
BIL, SPLG, AAPL, VOO, IVV
|
13F-HR |
31 Jan 2023, 12:54 |
| Q3 2022 |
1,736 |
$12,604,986,000 |
+$2,371,612,642 |
-$1,491,389,704 |
+$880,222,938 |
BIL, VOO, AAPL, SPLG, IVV
|
13F-HR |
25 Oct 2022, 10:01 |
| Q2 2022 |
1,711 |
$12,492,750,000 |
+$2,091,911,818 |
-$2,083,474,311 |
+$8,437,507 |
VOO, AAPL, SPLG, IVV, MSFT
|
13F-HR |
03 Aug 2022, 09:10 |
| Q1 2022 |
1,654 |
$14,563,537,000 |
+$2,626,684,189 |
-$1,706,939,829 |
+$919,744,360 |
VOO, AAPL, IVV, SPLG, SPY
|
13F-HR |
18 Apr 2022, 10:12 |
| Q4 2021 |
1,688 |
$14,341,023,000 |
+$2,473,081,886 |
-$1,012,963,721 |
+$1,460,118,165 |
VOO, AAPL, IVV, IWY, SPY
|
13F-HR |
20 Jan 2022, 11:45 |
| Q3 2021 |
1,591 |
$12,128,088,000 |
+$2,024,494,110 |
-$1,181,418,123 |
+$843,075,987 |
VOO, AAPL, IVV, IWY, QQQ
|
13F-HR |
01 Nov 2021, 16:24 |
| Q2 2021 |
1,555 |
$11,433,830,000 |
+$2,249,805,490 |
-$1,231,499,926 |
+$1,018,305,564 |
VOO, IWY, AAPL, IVV, QQQ
|
13F-HR |
21 Jul 2021, 11:49 |
| Q1 2021 |
1,458 |
$9,889,172,000 |
+$2,025,628,096 |
-$1,183,215,697 |
+$842,412,399 |
VOO, AAPL, IWY, TLT, QQQ
|
13F-HR |
27 Apr 2021, 12:33 |
| Q4 2020 |
1,343 |
$8,802,316,000 |
+$1,719,663,268 |
-$535,726,522 |
+$1,183,936,746 |
VOO, AAPL, TLT, QQQ, IWY
|
13F-HR |
01 Feb 2021, 15:40 |
| Q3 2020 |
1,257 |
$6,991,730,000 |
+$1,194,478,109 |
-$906,537,577 |
+$287,940,532 |
VOO, TLT, AAPL, QQQ, IWY
|
13F-HR |
06 Nov 2020, 12:23 |
| Q2 2020 |
1,240 |
$6,454,462,000 |
+$2,162,530,506 |
-$671,935,541 |
+$1,490,594,965 |
VOO, TLT, IWY, AAPL, QQQ
|
13F-HR |
05 Aug 2020, 11:46 |
| Q1 2020 |
1,095 |
$4,343,793,000 |
+$1,111,612,361 |
-$591,565,417 |
+$520,046,944 |
SHV, VOO, IWY, AAPL, TLT
|
13F-HR |
07 May 2020, 11:49 |
| Q4 2019 |
1,118 |
$4,605,554,000 |
+$1,075,441,833 |
-$132,243,949 |
+$943,197,884 |
VOO, IWY, AAPL, VEA, IWX
|
13F-HR |
15 Jan 2020, 16:29 |
| Q3 2019 |
985 |
$3,460,696,000 |
+$416,483,013 |
-$317,473,911 |
+$99,009,102 |
VOO, IWY, IWX, AAPL, VEA
|
13F-HR |
05 Nov 2019, 16:35 |
| Q2 2019 |
965 |
$3,328,948,000 |
+$1,894,210,451 |
-$43,157,595 |
+$1,851,052,856 |
VOO, IWY, IVV, IWX, VEA
|
13F-HR |
22 Jul 2019, 11:58 |
| Q1 2019 |
635 |
$1,439,148,000 |
+$835,296,254 |
-$45,113,054 |
+$790,183,200 |
VOO, IWY, IWX, VEA, IVV
|
13F-HR |
14 May 2019, 11:00 |
| Q4 2018 |
472 |
$584,197,000 |
+$37,510,109 |
-$1,076,783,399 |
-$1,039,273,290 |
AAPL, MSFT, XOM, CVX, IVV
|
13F-HR |
14 Feb 2019, 18:27 |
| Q3 2018 |
594 |
$1,817,268,000 |
+$434,530,190 |
-$126,611,510 |
+$307,918,680 |
VOO, IWY, VEA, IWX, ANGL
|
13F-HR |
13 Nov 2018, 18:16 |
| Q2 2018 |
448 |
$1,469,565,000 |
+$265,836,706 |
-$102,257,177 |
+$163,579,529 |
VOO, ANGL, VEA, IWY, TLT
|
13F-HR |
14 Aug 2018, 18:59 |
| Q1 2018 |
437 |
$1,295,542,000 |
+$234,296,651 |
-$47,144,980 |
+$187,151,671 |
VOO, ANGL, VEA, TLT, IWY
|
13F-HR |
14 May 2018, 14:52 |
| Q4 2017 |
415 |
$1,133,044,000 |
+$204,250,421 |
-$184,100,800 |
+$20,149,621 |
VOO, ANGL, VEA, TLT, IWY
|
13F-HR |
06 Feb 2018, 14:21 |
| Q3 2017 |
398 |
$1,077,638,000 |
+$276,613,462 |
-$61,015,382 |
+$215,598,080 |
VOO, ANGL, VEA, TLT, IWY
|
13F-HR |
08 Nov 2017, 13:18 |
| Q2 2017 |
379 |
$838,041,000 |
+$359,319,793 |
-$69,573,625 |
+$289,746,168 |
VOO, VEA, ANGL, AGG, VMBS
|
13F-HR |
11 Aug 2017, 17:47 |
| Q1 2017 |
271 |
$539,505,000 |
+$289,644,849 |
-$5,812,748 |
+$283,832,101 |
VOO, AGG, VEA, HYG, JNK
|
13F-HR |
10 May 2017, 18:55 |
| Q4 2016 |
189 |
$246,887,000 |
$0 |
$0 |
$0 |
AGG, VOO, VEA, IVV, ITOT
|
13F-HR |
13 Feb 2017, 17:38 |