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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 2,357 | $2.94B | +$335M | -$375M | -$39.3M | IVV, NVDA, AAPL, JPST, MSFT | 13F-HR | 10/23/2025, 11:24 AM |
| Q2 2025 | 2,524 | $2.78B | +$210M | -$816M | -$606M | IVV, NVDA, IUSB, JPST, AAPL | 13F-HR | 8/4/2025, 10:21 AM |
| Q1 2025 | 2,463 | $3.12B | +$294M | -$263M | +$30.7M | IVV, AAPL, JPST, NVDA, MSFT | 13F-HR | 4/23/2025, 01:50 PM |
| Q4 2024 | 2,443 | $3.22B | +$435M | -$198M | +$237M | IVV, AAPL, JPST, NVDA, AMZN | 13F-HR | 1/24/2025, 11:23 AM |
| Q3 2024 | 2,158 | $2.97B | +$248M | -$242M | +$5.96M | IVV, AAPL, JPST, NVDA, MSFT | 13F-HR | 10/15/2024, 12:12 PM |
| Q2 2024 | 2,270 | $2.83B | +$283M | -$448M | -$165M | IVV, AAPL, NVDA, MSFT, VGT | 13F-HR | 7/31/2024, 11:22 AM |
| Q1 2024 | 2,298 | $3.02B | +$242M | -$236M | +$5.87M | IVV, AAPL, MSFT, NVDA, VGT | 13F-HR | 4/24/2024, 10:32 AM |
| Q4 2023 | 2,358 | $2.85B | +$338M | -$348M | -$10.2M | IVV, AAPL, JPST, MSFT, VGT | 13F-HR | 2/6/2024, 01:20 PM |
| Q3 2023 | 2,351 | $2.62B | +$321M | -$270M | +$50.4M | IVV, AAPL, JPST, SHV, MSFT | 13F-HR | 11/8/2023, 02:30 PM |
| Q2 2023 | 2,383 | $2.67B | +$226M | -$261M | -$35.2M | AAPL, IVV, JPST, MSFT, SHV | 13F-HR | 8/9/2023, 03:20 PM |
| Q1 2023 | 2,472 | $2.57B | +$840M | -$145M | +$695M | JPST, IVV, AAPL, VGSH, SHV | 13F-HR | 5/9/2023, 01:10 PM |
| Q4 2022 | 2,296 | $1.78B | +$166M | -$113M | +$53.1M | IVV, JPST, VGSH, AAPL, SHV | 13F-HR | 2/3/2023, 09:04 AM |
| Q3 2022 | 2,168 | $1.65B | +$165M | -$772M | -$607M | IVV, AAPL, JPST, VGSH, SHV | 13F-HR | 11/7/2022, 10:10 AM |
| Q2 2022 | 2,639 | $2.43B | +$380M | -$1.06B | -$682M | AAPL, IVV, MSFT, JPST, AMZN | 13F-HR | 7/22/2022, 02:23 PM |
| Q1 2022 | 2,498 | $3.72B | +$360M | -$818M | -$459M | AAPL, IVV, AMZN, MSFT, VOO | 13F-HR | 4/18/2022, 09:10 AM |
| Q4 2021 | 2,919 | $4.5B | +$595M | -$136M | +$459M | AAPL, IVV, AMZN, MSFT, NVDA | 13F-HR | 1/14/2022, 03:22 PM |
| Q3 2021 | 2,559 | $3.74B | +$322M | -$203M | +$119M | AAPL, IVV, AMZN, MSFT, GOOGL | 13F-HR | 10/22/2021, 11:29 AM |
| Q2 2021 | 2,555 | $3.69B | +$369M | -$744M | -$374M | AAPL, AMZN, IVV, MSFT, GOOGL | 13F-HR | 7/26/2021, 02:23 PM |
| Q1 2021 | 2,970 | $3.72B | $0 | $0 | AAPL, AMZN, IVV, MSFT, JPST | Restatement | 5/21/2021, 05:30 PM |