| Q4 2025 |
2,298 |
$2,986,055,473 |
+$311,418,257 |
-$261,920,072 |
+$49,498,185 |
IVV, NVDA, AAPL, AMZN, MSFT
|
13F-HR |
14 Jan 2026, 12:23 |
| Q3 2025 |
2,357 |
$2,938,229,307 |
+$335,242,380 |
-$374,557,226 |
-$39,314,846 |
IVV, NVDA, AAPL, JPST, MSFT
|
13F-HR |
23 Oct 2025, 11:24 |
| Q2 2025 |
2,524 |
$2,782,115,801 |
+$210,338,681 |
-$816,327,898 |
-$605,989,217 |
IVV, NVDA, IUSB, JPST, AAPL
|
13F-HR |
04 Aug 2025, 10:21 |
| Q1 2025 |
2,463 |
$3,123,702,441 |
+$294,121,898 |
-$263,423,692 |
+$30,698,206 |
IVV, AAPL, JPST, NVDA, MSFT
|
13F-HR |
23 Apr 2025, 13:50 |
| Q4 2024 |
2,443 |
$3,217,435,023 |
+$434,540,470 |
-$197,938,822 |
+$236,601,648 |
IVV, AAPL, JPST, NVDA, AMZN
|
13F-HR |
24 Jan 2025, 11:23 |
| Q3 2024 |
2,158 |
$2,966,003,650 |
+$247,609,189 |
-$241,645,437 |
+$5,963,752 |
IVV, AAPL, JPST, NVDA, MSFT
|
13F-HR |
15 Oct 2024, 12:12 |
| Q2 2024 |
2,270 |
$2,834,078,522 |
+$283,217,670 |
-$448,495,897 |
-$165,278,227 |
IVV, AAPL, NVDA, MSFT, VGT
|
13F-HR |
31 Jul 2024, 11:22 |
| Q1 2024 |
2,298 |
$3,024,856,174 |
+$241,648,609 |
-$235,782,966 |
+$5,865,643 |
IVV, AAPL, MSFT, NVDA, VGT
|
13F-HR |
24 Apr 2024, 10:32 |
| Q4 2023 |
2,358 |
$2,852,631,257 |
+$337,557,491 |
-$347,750,334 |
-$10,192,843 |
IVV, AAPL, JPST, MSFT, VGT
|
13F-HR |
06 Feb 2024, 13:20 |
| Q3 2023 |
2,351 |
$2,622,567,177 |
+$320,603,738 |
-$270,186,349 |
+$50,417,389 |
IVV, AAPL, JPST, SHV, MSFT
|
13F-HR |
08 Nov 2023, 14:30 |
| Q2 2023 |
2,383 |
$2,670,980,442 |
+$225,555,367 |
-$260,782,102 |
-$35,226,735 |
AAPL, IVV, JPST, MSFT, SHV
|
13F-HR |
09 Aug 2023, 15:20 |
| Q1 2023 |
2,472 |
$2,567,903,373 |
+$839,967,045 |
-$145,118,209 |
+$694,848,836 |
JPST, IVV, AAPL, VGSH, SHV
|
13F-HR |
09 May 2023, 13:10 |
| Q4 2022 |
2,296 |
$1,777,328,000 |
+$166,103,138 |
-$113,029,333 |
+$53,073,805 |
IVV, JPST, VGSH, AAPL, SHV
|
13F-HR |
03 Feb 2023, 09:04 |
| Q3 2022 |
2,168 |
$1,646,446,000 |
+$164,888,068 |
-$771,856,646 |
-$606,968,578 |
IVV, AAPL, JPST, VGSH, SHV
|
13F-HR |
07 Nov 2022, 10:10 |
| Q2 2022 |
2,639 |
$2,426,561,000 |
+$380,481,359 |
-$1,062,790,551 |
-$682,309,192 |
AAPL, IVV, MSFT, JPST, AMZN
|
13F-HR |
22 Jul 2022, 14:23 |
| Q1 2022 |
2,498 |
$3,724,089,000 |
+$359,558,541 |
-$818,280,837 |
-$458,722,296 |
AAPL, IVV, AMZN, MSFT, VOO
|
13F-HR |
18 Apr 2022, 09:10 |
| Q4 2021 |
2,919 |
$4,503,560,000 |
+$594,943,042 |
-$136,346,574 |
+$458,596,468 |
AAPL, IVV, AMZN, MSFT, NVDA
|
13F-HR |
14 Jan 2022, 15:22 |
| Q3 2021 |
2,559 |
$3,741,938,000 |
+$322,235,489 |
-$203,468,053 |
+$118,767,436 |
AAPL, IVV, AMZN, MSFT, GOOGL
|
13F-HR |
22 Oct 2021, 11:29 |
| Q2 2021 |
2,555 |
$3,691,943,000 |
+$369,373,380 |
-$743,809,892 |
-$374,436,512 |
AAPL, AMZN, IVV, MSFT, GOOGL
|
13F-HR |
26 Jul 2021, 14:23 |
| Q1 2021 |
2,970 |
$3,723,773,000 |
$0 |
$0 |
$0 |
AAPL, AMZN, IVV, MSFT, JPST
|
Restatement |
21 May 2021, 17:30 |